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About ConnectWise PSA
ConnectWise PSA (formerly ConnectWise Manage) is a managed service provider (MSP) solution that caters to businesses of all sizes across various industries such as marketing and advertising, finance, sales, hospitality and more. Key features include backup management, patch management, project management, invoicing, a built-in dashboard and scheduling.
ConnectWise PSA helps users manage customer service agreements, automate recurring invoices and document agreements in a central storage location. The solution also enables users to keep track of their clients’ infrastructure via parameters such as configurations, serial numbers, warranties and more.
Additionally, ConnectWise allows users to identify and resolve issues remotely and supports integration with various third-party applications such as Acronis, Cisco, Webroot and more. The solution can either be deployed on-premise or hosted in the cloud and also offers users mobile applications for iOS and Android devices.
Support is available via phone, email and online live chat.
ConnectWise PSA pricing
ConnectWise PSA does not have a free version and does not offer a free trial.
Starting Price:
Not provided by vendor
Free Version:
No
Free trial:
No
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ConnectWise PSA Reviews
Feature rating
5 reviews of 248
View all reviews
Michael
-
Review Source
Value for Money
5
Features
0
Ease of Use
5
Customer Support
5
5
Reviewed on 29/06/2016
Long time ConnectWise user still loves ConnectWise
I did 3 years of research before deciding on a PSA. I had a very small company at the time (1 person, me) My colleagues thought I was crazy for buying such a robust system for being such a small company. I bought it because of the built in automation and the ability to create complex agreements. I still have it and I have seen it improve immensely over the years. It's has a .net client and a web interface. Supports widget based pods. Meaning you can add the things you want, remove the things you don't want, and customize the interface per user.
QuoteWerks, ConnectWise, Kaseya, Quickbooks - and they ALL integrate.
Connectwise will try to sell you, quosal, connectwise, labtech.
Personally, and this is just my opinion, Labtech is too complicated. I hate the interface tech's have to use, with a passion. I did some subcontracting for a company that uses LabTech and I had a hard time trying to find the tools I'm looking for. Kasey's interface it so much more user friendly, it's web based. took me a week to become familiar with Kaseya interface, used LabTech for 3 months and was fumbling around trying to find my tools. I checked out LabTech recently, June 2016 and it still sucks.
I could go on and on.. So I'll just end here. Just buy ConnectWise, you'll be glad you did.
Pros
Mobile iPhone app is A W E S O M E !!!
Your clients can use the customer portal
Constant Updates
Feature request bidding system.
24 hour support
online training videos
Application blueprints, telling you which modules interact with other modules.
Handles complicated and compounded agreements. If you can sell it, ConnectWise can do it.
QuickBooks integration is seamless. if you create a product in ConnectWise it will automatically create the product in QuickBooks when it syncs.
Mark invoices as paid in QuickBooks and sync to ConnectWise.
They are the biggest, so they integrate with everybody.
Go to a big IT conference and ask how many people use ConnectWise. The majority can't be wrong.
Cons
It can be overwhelming for small companies
The north american cloud can be slow sometimes, they know about it, they are rewriting the program so it operates faster but it's a big project. so they release bits and pieces at a time (weekly)
If it isn't in ConnectWise it didn't happen, yeah it adds a bunch of work to your day. Junk in junk out.
Each user needs their own account.
don't buy the on-premise edition, you won't be able to keep up with the updates.
They update so frequently I have to update my QuoteWerks frequently,
Carl
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
-
Review Source
Value for Money
4
Features
5
Ease of Use
4
Customer Support
3
5
Reviewed on 18/11/2022
Connectwise PSA provides complete automation
Pros
Comprehensive and easy to use once it is configured.
Cons
While it is extremely powerful it does take a fair amount of time to set up and configure.
Reasons for Choosing ConnectWise PSA
Autotask is good but didnt have the tools and automation we needed to take us to the next level.Switched From
Autotask PSA
Seth
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
1
Features
2
Ease of Use
1
Customer Support
1
1
Reviewed on 28/09/2023
Our ConnectWise Experience
In 2007, we started as a computer repair shop and evolved into an MSP with 20 technicians. This year, I made a regrettable decision: we transitioned our entire tech stack to ConnectWise, moving away from Autotask, N-able, and Zomentum. Since then, we've invested over a thousand man-hours just trying to get the system functional.We took an objective approach, documenting ConnectWise's limitations, missing features, and bugs. Our conclusion: it's a step backward from the tools we used before. Details available upon request, as we're not sharing the document publicly due to legal reasons.To make matters worse, we're in a three-year contract with little flexibility from ConnectWise to find a solution. We're even considering paying for the software without using it. If you're contemplating a switch, I implore you to learn from our mistakes. Our experience can hopefully help others make more informed choices.
Pros
- The ability to easily create recurring service tickets
Cons
-Workflows run on a 10-minute timer rather than constantly-Ticket templates can only be applied after creating tickets-Opportunity templates don’t exist-No way to standardize note creation that impact status and email CC-No way to standardize time entry creation using templates that impact status and email CC-Client’s e-mail address does not appear on opportunities-No way to add in-line pictures to opportunities. Only downloadable attachments-No way to add multiple resources to an opportunity’s activities-No standard approval function for approve and post process-No notify resource option for individual notes-No way to edit schedule entry descriptions-No way to add multiple tickets to a service call-No way to bookmark or favorite a client-No way to edit items added by exchange-No way to view a 5-day work week on the calendar-No way to add opportunity pods-Ticket automation regarding changing boards doesn’t allow for simply changing boards and keeping other settings on the ticket, such as status and work type-Services and products do not group under one invoice without creating an additonal invoice-To give a discount you must create a line item specifically for this.-Default billable rates changes when board changes-Can’t add more teams to the Dispatch Calendar list. (known issue)-Agreements and time/tickets can’t be invoiced together-No support for browser based predictive textNo characters for the additional 40 items on my list.
Alternatives Considered
SyncroReasons for Choosing ConnectWise PSA
Hoping for better integrations and a single pane of glass.Switched From
Autotask PSAReasons for Switching to ConnectWise PSA
The sales people spoke of the great integrations between their products and how we would be using a single pane of glass rather than a bunch of different programs.
Nicholas
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 05/11/2021
Connectwise Suite for MSP
Pros
I love how much you can do in this software. I feel like everything you need is in connectwise manage and its a great way to keep an MSP's cost down by adding this to complete everything you need from sales to tickets to project portals.
Cons
The support can be a bit off most of the time its guesswork. Which is done by the IT person usually first but the chat option can be tiresome sometimes.
Gavin
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
4
5
Reviewed on 04/12/2019
This is the ticketing platform you need
All our ticketing, service, project management, and sales cycle tasks are all managed from within ConnectWise now, with all our 200+ staff using this system we still have a very responsive system with a great interface that has interface components that have been customized to match some of the terms we use to describe our business processes.
Pros
It's super customizable, with a very extensible API and integration capabilities, allowing us to centralize so many of our systems and daily tasks into one platform.
Cons
Initial customization and training of staff has taken some time, but and some staff still have issues with managing Internal vs. External communications.
