ConnectWise PSA

ConnectWise PSA

ConnectWise
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About

ConnectWise PSA, formerly ConnectWise Manage, is a robust business management platform made for companies that offer, service, and support technology. Trusted by more than 100,000 users, ConnectWise PSA offers a wealth of features that enables teams to achieve greater accountability, operational efficiency, and profitability. The platform comes with help desk, time tracking and billing, project management, account management, agreements, sales and marketing, procurement, and reporting tools.

About

Helios is an AI-native RMM (remote monitoring and management) and PSA platform built for managed service providers. It unifies device monitoring, self-healing automation, patch management (Windows and third-party), Microsoft Defender security monitoring, Microsoft 365 health, one-click remote access, branded client portals and a full helpdesk into one hosted platform. Where most tools bolt AI on as a summary feature, Helios is built around it: AI Ops answers plain-English questions about your fleet and acts on them, predicts disk failures days ahead, and correlates alerts so one outage raises one ticket. A built-in AI Service Desk Agent triages and replies to inbound email in seconds.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

From managed service providers and cloud service providers to managed print, VOIP, VARs.

Audience

Managed service providers (MSPs), IT service companies, and internal IT teams managing Windows, macOS and Linux estates.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

£99/month
Pricing is flat per plan, not per technician: Starter £99/mo, Growth £199/mo, Scale £399/mo. Every feature on every plan. 14-day free trial, no credit card. The agent runs on Windows, Windows Server, macOS and Linux.
Free Version
Free Trial

Reviews/Ratings

Overall 4.6 / 5
ease 4.5 / 5
features 4.6 / 5
design 4.4 / 5
support 4.4 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • It's all about the setup, when setup correctly you are golden. I would advise to get some consulting help, not just because we do consulting
  • If you set things up correctly it's a very, very powerful tool. I have years of finance/billing experience in different applications and I will say, for pro serv invoicing, CW beats the rest. As long as time is entered, agreements are setup correctly and defaulting as they should and tickets are closed, invoicing should be a breeze.
  • ConnectWise PSA offers comprehensive project management capabilities, covering project initiation, task management, time tracking, and project completion. This end-to-end approach simplifies project workflows and enhances collaboration.
  • Connectwise Manage helps us manage some important key points in our business. It also helps in tracking employee working time. The creation of support tickets is a streamlined process on this platform. Overall it's a great platform.
  • An alright tool to manage your sales pipeline You can manage assets and also create invoices. Helps a lot with asset management.

Cons

  • Like any software there's a learning curve, take the time to really get to know it
  • It's a large program and the learning curve can be kind of steep.
  • The pricing for ConnectWise PSA may be considered complex, and businesses should carefully evaluate their specific needs and budget constraints. Understanding the pricing model and associated costs is crucial for making informed decisions.
  • The learning curve on this platform. No other cons.
  • The software hasn't had a decent upgrade in several years. The user interface is outdated from 20 years in the past. The service can be improved a lot.

Pros & Cons from Real Users

Pros

  • Incredible levels of control and visibility, solid backup and security monitoring; very helpful AI throughout the platform if we’re stuck on what needs fixing and how to fix it, simple portal for non-technical staff.

Cons

  • Occasionally the detail is more than a non-technical user needs, however I understand this is geared as luck towards service providers as it is direct client consumers like ourselves.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ConnectWise
Founded: 1982
United States
www.connectwise.com/platform/business-management/psa

Company Information

Helios
Founded: 2024
United Kingdom
heliosmsp.io

Alternatives

Alternatives

Rev.io PSA

Rev.io PSA

Rev.io
Kaseya BMS

Kaseya BMS

Kaseya

Categories

Categories

MSP Features

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Management Features

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM Features

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

MSP Features

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

RMM Features

Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

Integrations

Acronis Cyber Protect
ActiveDEMAND
Backup Radar
BeeCastle
BizRatings
Budgyt
CWDash
ConnectWise CPQ
ConnectWise RMM
CrewHu
Datagate Telecom Billing
Dropsuite
Invarosoft
Jira
Kaseya Quote Manager
Neo Agent
OneBill
PowerDMARC
ScalePad Lifecycle Insights
Zapier

Integrations

Acronis Cyber Protect
ActiveDEMAND
Backup Radar
BeeCastle
BizRatings
Budgyt
CWDash
ConnectWise CPQ
ConnectWise RMM
CrewHu
Datagate Telecom Billing
Dropsuite
Invarosoft
Jira
Kaseya Quote Manager
Neo Agent
OneBill
PowerDMARC
ScalePad Lifecycle Insights
Zapier
Claim ConnectWise PSA and update features and information
Claim ConnectWise PSA and update features and information
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