ConnectWise PSA

ConnectWise PSA

ConnectWise
WiseINDEX

WiseINDEX

CSoft Marketing Pvt. Ltd.
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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

WiseINDEX– Cloud / SaaS Document & Drawing Management In today’s fast-paced digital landscape, businesses across industries are generating and handling more documents and drawings than ever before. Whether it’s engineering designs, legal contracts, HR files, or operational blueprints, the need for a secure, organized, and easily accessible system is critical. Enter WiseINDEX – a smart, cloud-based Document and Drawing Management System (DMS) built to eliminate the daily struggles of traditional file handling. Why WiseINDEX? Traditional file management systems often come with challenges like cluttered folder structures, version mismatches, limited searchability, and high infrastructure costs. WiseINDEX tackles these head-on with a modern solution that’s intuitive, powerful, and highly scalable for teams of any size. WiseINDEX is more than just a DMS – it’s a complete digital workspace for managing your critical documents and drawings efficiently and intelligently.

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

Organizations and teams across engineering, legal, HR, and other fields seeking a secure, cloud-based solution to efficiently manage documents and complex drawings while enhancing collaboration and productivity

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

$0
Standard plan
₹549
/ user / monthly

Advanced search filters
In-browser viewer (PDF / Office / CAD)
File encryption at rest
Automatic backup
Basic roles & permissions
Version history
Check-in / Check-out
Custom metadata fields
Task module
Email notifications
Advanced access permissions (Project Level)
Audit logs
Bulk upload
Multiple projects / workspaces
Create Office / PDF from HTML templates
Custom workflows

Custom plan also available
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

CSoft Marketing Pvt. Ltd.
Founded: 2010
India
wiseindex.app/

Alternatives

Alternatives

PRODOCS

PRODOCS

EPCPROMAN
Rev.io PSA

Rev.io PSA

Rev.io
Wise JetSearch

Wise JetSearch

WiseCleaner
Dokmee ECM

Dokmee ECM

Office Gemini

Categories

Categories

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

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Acronis Cyber Protect
Addigy
BrightGauge
Cloud Elements
ConnectWise Cybersecurity Management
ConnectWise ScreenConnect
CyberQP
Field Nation
Google Calendar
ITQuoter
Kaseya VSA
Netreo
N‑able Passportal
OneBill
ScalePad Lifecycle Insights
Teamleader
Vbout
Wise-Sync
Wufoo
Zapier

Integrations

Acronis Cyber Protect
Addigy
BrightGauge
Cloud Elements
ConnectWise Cybersecurity Management
ConnectWise ScreenConnect
CyberQP
Field Nation
Google Calendar
ITQuoter
Kaseya VSA
Netreo
N‑able Passportal
OneBill
ScalePad Lifecycle Insights
Teamleader
Vbout
Wise-Sync
Wufoo
Zapier
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