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

Rocketlane is an agentic, all-in-one professional services automation platform that helps delivery teams manage projects, people, profits, and customer experience in one place. The platform unifies project delivery, resource management, financial management, client collaboration, customer intelligence, documents, forms, sheets, chat, and workflows. Rocketlane’s AI agents help automate frontline work, govern processes, surface customer risks, and learn from delivery patterns. Nitro supports workflows such as SOW creation, sales handoffs, implementation discovery, project planning, configuration, migration, validations, and go-live execution. The platform provides real-time visibility into utilization, margins, budgets, staffing, customer commitments, blockers, scope creep, escalations, and expansion opportunities. Built for professional services, onboarding, implementation, SaaS, fintech, marketing, and IT services teams, Rocketlane helps organizations deliver client work faster, leaner

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 teams, customer onboarding teams, implementation teams, SaaS companies, fintech companies, marketing agencies, IT services firms, delivery leaders, resource managers, operations teams, customer success teams, and organizations that need PSA software, project delivery management, resource planning, profitability tracking, client portals, customer intelligence, AI agents, workflow automation, SOW creation, implementation planning, utilization management, and delivery governance

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

$19/month/user
Rocketlane pricing starts at $19 per team member, per month when billed annually. Choose between Professional, Premium, and Enterprise plans to best suit your customer onboarding needs. Comes with a free 21-day trial.
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:

Review this Software

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

Rocketlane
Founded: 2020
United States
www.rocketlane.com

Alternatives

Alternatives

Rev.io PSA

Rev.io PSA

Rev.io

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

Integrations

Jira
Motileo
Salesforce
Zapier
Acceptto Zero Trust Identity (CIAM)
BeeCastle
BluIQ
BotDojo
Delinea Cloud Access Controller
FAT FINGER
Field Effect
Flowgear
HubSpot CRM
LogMeIn Rescue
LogicMonitor
Mailchimp
QuoteWerks
Quoter
ScalePad Backup Radar
pulseM

Integrations

Jira
Motileo
Salesforce
Zapier
Acceptto Zero Trust Identity (CIAM)
BeeCastle
BluIQ
BotDojo
Delinea Cloud Access Controller
FAT FINGER
Field Effect
Flowgear
HubSpot CRM
LogMeIn Rescue
LogicMonitor
Mailchimp
QuoteWerks
Quoter
ScalePad Backup Radar
pulseM
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Claim ConnectWise PSA and update features and information
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