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ConnectWise PSA

4.1
(212)

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A PSA Tool Designed To Run Your As-a-Service Business

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(26)

ConnectWise PSA Pricing, Features, Reviews and Alternatives

ConnectWise PSA FAQs

Q. What type of pricing plans does ConnectWise PSA offer?

ConnectWise PSA has the following pricing plans:
Pricing model: Subscription

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Q. Who are the typical users of ConnectWise PSA?

ConnectWise PSA has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

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Q. What languages does ConnectWise PSA support?

ConnectWise PSA supports the following languages:
English

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Q. Does ConnectWise PSA support mobile devices?

ConnectWise PSA supports the following devices:
Android, iPad, iPhone

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Q. Does ConnectWise PSA offer an API?

Yes, ConnectWise PSA has an API available for use.

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Q. What other apps does ConnectWise PSA integrate with?

ConnectWise PSA integrates with the following applications:
Constant Contact, Microsoft Outlook, Acronis Cyber Backup, LogicMonitor, Jira, ConnectWise Control, Zapier, Auvik, QuickBooks Online Advanced, Bedrock Data, ConnectWise CPQ, OpsGenie, Sage 50cloud Accounting, Salesforce Sales Cloud, MSP360 Managed Backup, Kaseya VSA, NinjaOne, Dynamics 365 Business Central, Quickbooks Online, ConnectWise Automate, Webroot Business Endpoint Protection, Google Calendar, Xero, ConnectWise Cybersecurity Management

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Q. What level of support does ConnectWise PSA offer?

ConnectWise PSA offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat, FAQs/Forum, 24/7 (Live rep)

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ConnectWise PSA product overview

What is ConnectWise PSA?

ConnectWise PSA (formerly ConnectWise Manage) is a business management platform designed to run your technology solution business, connecting everything to allow for superior service delivery, know your business better, discover full-visibility billing, and handle handoffs without hiccups. The workflow rules defined in ConnectWise ConnectWise PSA cover all areas of the business, from sending targeted marketing campaigns, to tracking service delivery through service level agreements, to invoice creation and financial management. The app can be used for help desk and ticket management, project management, time tracking, customer relationship management, cloud application management, monitoring and billing, technician dispatching, asset tracking, billing and invoicing, procurement, inventory management and more.

Key benefits of using ConnectWise PSA

  • Billing & Invoicing: Use ConnectWise PSA's smart contract management to manage service contracts with agreement automation. Automate invoicing from service ticket data and sync payment details from your accounting system.

  • Project Management: Create work plans and timelines and get detailed reporting on progress. Use the workflow engine to set deadlines and receive notifications of overdue tasks. Also includes a sales-to-project conversion tool.

  • Helpdesk Management: Includes a ticketing system with workflow automation, SLA and performance monitoring and access tickets on-the-go from mobile devices.

  • Reporting & Dashboards: Dashboards show overviews as well as detailed explanations of KPIs. You can also use the custom report writer in ConnectWise PSA to generate reports on whatever you want.


  • ITIL Processes Automation: Use ConnectWise PSA to automate the full range of ITIL process, including:
    incident management, availability management, request management, service-level management, service reporting, service asset and configuration management, and knowledge management.

  • Cloud Services: Manage, monitor and bill for key cloud applications like Microsoft Office 365. Provide exceptional customer service to your clients and proactively address downtime.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    Knowledge Base
    Phone Support
    Chat
    FAQs/Forum
    24/7 (Live rep)

    Training options

    Live Online
    Videos
    Webinars
    In Person
    Documentation

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    Customer support
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    Why am I seeing this?

    ConnectWise PSA pricing information

    Value for money

    3.8

    /5

    212

    Starting from

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    Pricing options

    Free plan
    Subscription
    Free trial
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    Value for money contenders

    ConnectWise PSA features

    Functionality

    4.1

    /5

    212

    Total features

    89

    8 categories

    Most valued features by users

    Alerts/Notifications
    Activity Dashboard
    Reporting & Statistics
    Reporting/Analytics
    Third Party Integrations
    API
    Customizable Reports
    Data Import/Export

    Functionality contenders

    ConnectWise PSA users reviews

    Overall Rating

    4.1

    /5

    212

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7.87/10
    Rating distribution

    5

    4

    3

    2

    1

    85

    82

    32

    7

    6

    Pros
    Great organization of information including client information, tickets, and if needed documentation. Highly recommend as it's a great solution for an MSP of any size.
    The best feature of Connectwise Manage is that it offers very good integration with other Connectwise and third-party systems for ticketing, finance, configuration management, etc.
    Since we connected it to our accounting software, it was a great improvement in our workflows. And by tracking all time on tickets we have been able to charge and collect for all the time we work.
    Cons
    They stalled me with the terminate letter not being in the correct format. Now they say the contract has rolled over and I am going to have to pay the next 12 months even though I am not using.
    ConnectWise hasn't made it to the 21st century and private equity is destroying the company.
    Interface has been ignored for a long time - its universally uglier than ALL of its competitors.

    Overall rating contenders

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    Angela H.

    Verified reviewer

    Information Technology and Services, 11-50 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

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    Robust software

    Reviewed 2 years ago

    The support is really good, which is important as sometimes the settings are hard to get right. I wish they had had better advice on the setup between Connectwise and Quickbooks as it took a while to get things flowing correctly.

    Pros

    There are a lot of built-in features. It is good for being able to share information between departments. However, there are so many different features, it can be overwhelming for new employees when they first start. It seems to take people a while to really get the hang of it. It is nice having sales being able to see the same invoices as accounting, which saves time of having to send them to them when they have questions.

    Cons

    The reporting features. While they have a report writer, it is quite difficult to use. It is also chronically slow to load. The second thing is it also seems like in the last year I've had more of my tabs lock up in all areas.

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    Drew H.

    Verified reviewer

    Computer & Network Security, 1-10 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

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    In a world of okay tools, Manage is the best

    Reviewed 2 years ago
    Pros

    As an integrated PSA / Billing System / Ticketing System it functions great. In comparison to the other products in it's space it's light years beyond in functionality and usage.

    Cons

    ConnectWise support and account management leaves a lot to be desired, though there recently have been noticeable improvements and if they continue on this path they'll be a world class company once again. Manage really lacks at: CRM/Sales and a few other items. Dashboards require a third party add-on. It's base functionality is decent but everything else is a pay for me option.

    JB
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    Jaq B.

    Information Technology and Services, 1-10 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend5/10

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    As a CRM/Marketing tool it still needs work

    Reviewed 6 years ago

    As an overall end to end PSA, ticketing, time/expense tracking, and CRM sales activities tool it provides some very good features needed to operate a service and support organization. From a functionality standpoint on just the CRM/marketing tools (which I use exclusively) there are some glaring weaknesses. Importing and de-duplicating contacts is still a problem. A lack of mass maintenance features...

    Pros

    End to end complete organizational tool that spans ticketing, sales, projects, time and expense. Fairly comprehensive and easy to use.

    Cons

    Sales and marketing functionality is severely lacking when it comes to running and managing marketing and sales campaign efforts.

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    David G.

    Verified reviewer

    Computer & Network Security, 11-50 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

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    Good software with great support. Somewhat complex to manage

    Reviewed 4 years ago

    Whilst it is still a work in progress, we are definitely using ConnectWise to improve our business processes and effectiveness.

    Pros

    Having software that enables us to run our business end to end is a great benefit, rather than having to use separate systems. Workflows are incredibly powerful for taking out the human error factor, and for ensuring people do the right thing. This improves the quality of work. ConnectWise support has always been great for me, with helpful, quick responses

    Cons

    Ongoing management and finding your way round the back end is quite difficult, although not too bad when you get the hang of it. Releases often don't seem to be tested well enough and often cause additional issues.

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    Morgan F.

    Verified reviewer

    11-50 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

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    I have been using ConnectWise Manage for 7 years as an Account Manager/Sales

    Reviewed 4 years ago

    The ultimate benefit is that I am more organized with it. I don't forgetting about renewals, tickets or tasks. It helps me deliver more consistent service so that my clients get a better level of support from me.

    Pros

    Tracking customer assets and reminding you when renewals are due are awesome. The flexibility to run client and internal reports are very good. Workflows are great, the automated processes make it so nothing is forgotten or missed. It is a great way for MSP's to stay on top of tickets, tasks, and activities.

    Cons

    I find it very difficult to search for a closed ticket if I don't know a key word in the subject line. It won't search the body of the ticket for a key word.

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