ConnectWise PSA

ConnectWise PSA

ConnectWise
Octayne PSA

Octayne PSA

Octayne Technologies, Inc.
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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

Octayne PSA is an automated professional services platform designed to streamline time and expense tracking, approvals, and invoicing to boost productivity and profitability. The software connects seamlessly with tools like Outlook, Google Calendar, and Jira, allowing users to convert scheduled events and tasks into accurate timesheets without manual entry. Its AI capabilities enhance time logging by transforming brief notes into polished narratives for billing. Octayne PSA centralizes expense management, automates billing, and offers real-time reporting dashboards to provide actionable project insights. It supports industries such as technology services, consulting, marketing, IT, accounting, and law firms. By automating administrative workflows, Octayne PSA helps professional teams focus on delivering value and growing their business.

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

Professional services firms—including technology providers, consultants, marketers, IT teams, accountants, and law firms—seeking an AI-enhanced platform to automate time tracking, expense management, and billing for improved efficiency and profitability

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

$5.99/user/month
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 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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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.

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

Octayne Technologies, Inc.
Founded: 2025
United States
octayne.ai/

Alternatives

Alternatives

Rev.io PSA

Rev.io PSA

Rev.io
BigTime

BigTime

BigTime Software

Categories

Categories

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

Integrations

Google Calendar
Jira
Microsoft Outlook
Acceptto Zero Trust Identity (CIAM)
Addigy
BizRatings
BrightGauge
CWDash
Callture
ConnectBooster
CrewHu
Dialpad Sell
FixFinder
MSP360 Backup for M365/GW
Naverisk RMM & PSA
Rewst
ScalePad Cognition360
ScalePad Lifecycle Manager
Zomentum
bvoip

Integrations

Google Calendar
Jira
Microsoft Outlook
Acceptto Zero Trust Identity (CIAM)
Addigy
BizRatings
BrightGauge
CWDash
Callture
ConnectBooster
CrewHu
Dialpad Sell
FixFinder
MSP360 Backup for M365/GW
Naverisk RMM & PSA
Rewst
ScalePad Cognition360
ScalePad Lifecycle Manager
Zomentum
bvoip
Claim ConnectWise PSA and update features and information
Claim ConnectWise PSA and update features and information
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