ConnectWise PSA Features
What are the features of ConnectWise PSA?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
Technology Glossary Features
View definitions of the features and discover new technology terms.
ConnectWise PSA Categories on G2
Filter for Features
Platform
Customization | As reported in 70 ConnectWise PSA reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 74% (Based on 70 reviews) | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 75 reviewers of ConnectWise PSA have provided feedback on this feature. | 80% (Based on 75 reviews) | |
User, Role, and Access Management | Based on 76 ConnectWise PSA reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 83% (Based on 76 reviews) | |
Internationalization | As reported in 44 ConnectWise PSA reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 80% (Based on 44 reviews) | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. This feature was mentioned in 46 ConnectWise PSA reviews. | 74% (Based on 46 reviews) | |
Document & Content Mgmt. | Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 65 reviewers of ConnectWise PSA have provided feedback on this feature. | 69% (Based on 65 reviews) | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. 74 reviewers of ConnectWise PSA have provided feedback on this feature. | 80% (Based on 74 reviews) | |
Output Document Generation | As reported in 68 ConnectWise PSA reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 72% (Based on 68 reviews) | |
Customization | System provides sufficient customization to meet business requirements | Not enough data | |
Workflow Capability | Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Performance and Reliability | Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | Not enough data | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data | |
APIs | Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 38 ConnectWise PSA reviews. | 71% (Based on 38 reviews) | |
Internationalization | As reported in 35 ConnectWise PSA reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 63% (Based on 35 reviews) | |
Performance and Reliability | As reported in 41 ConnectWise PSA reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 70% (Based on 41 reviews) | |
Mobile | As reported in 39 ConnectWise PSA reviews. Allows software to be easily used on multiple mobile devices including phones and tablets. | 57% (Based on 39 reviews) | |
Offline Access | As reported in 36 ConnectWise PSA reviews. Ability to create and access tasks, transactions and reports while not connected to internet. | 50% (Based on 36 reviews) |
Sales Force Automation
Contact & Account Management | Based on 128 ConnectWise PSA reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 85% (Based on 128 reviews) | |
Partner Relationship Mgmt. (PRM) | Based on 87 ConnectWise PSA reviews and verified by the G2 Product R&D team. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 79% (Based on 87 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 116 ConnectWise PSA reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 79% (Based on 116 reviews) | |
Task / Activity Management | Based on 130 ConnectWise PSA reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 83% (Based on 130 reviews) | |
Territory & Quota Management | Based on 93 ConnectWise PSA reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 76% (Based on 93 reviews) | |
Desktop Integration | As reported in 120 ConnectWise PSA reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 83% (Based on 120 reviews) | |
Product & Price List Management | Based on 105 ConnectWise PSA reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 80% (Based on 105 reviews) | |
Quote & Order Management | Based on 105 ConnectWise PSA reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 81% (Based on 105 reviews) | |
Customer Contract Management | Based on 115 ConnectWise PSA reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 83% (Based on 115 reviews) |
Marketing Automation
Email Marketing | Based on 78 ConnectWise PSA reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 73% (Based on 78 reviews) | |
Campaign Management | Based on 81 ConnectWise PSA reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 73% (Based on 81 reviews) | |
Lead Management | Based on 86 ConnectWise PSA reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 75% (Based on 86 reviews) | |
Marketing ROI Analytics | Based on 69 ConnectWise PSA reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities | 74% (Based on 69 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. 119 reviewers of ConnectWise PSA have provided feedback on this feature. | 84% (Based on 119 reviews) |
Customer Support Portal | Based on 116 ConnectWise PSA reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 76% (Based on 116 reviews) | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 112 ConnectWise PSA reviews. | 78% (Based on 112 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 74 reviewers of ConnectWise PSA have provided feedback on this feature. | 75% (Based on 74 reviews) | |
Support Analytics | Based on 100 ConnectWise PSA reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 80% (Based on 100 reviews) |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. 70 reviewers of ConnectWise PSA have provided feedback on this feature. | 77% (Based on 70 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. 68 reviewers of ConnectWise PSA have provided feedback on this feature. | 79% (Based on 68 reviews) | |
Breadth of Partner Applications | As reported in 66 ConnectWise PSA reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 85% (Based on 66 reviews) | |
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | Not enough data | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | Not enough data |
Mobile & Social
Mobile User Support | Based on 87 ConnectWise PSA reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 67% (Based on 87 reviews) |
Reporting & Analytics
Reporting | Based on 130 ConnectWise PSA reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 75% (Based on 130 reviews) | |
Dashboards | Based on 129 ConnectWise PSA reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 73% (Based on 129 reviews) | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 105 reviewers of ConnectWise PSA have provided feedback on this feature. | 74% (Based on 105 reviews) | |
Basic Reporting | Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. | Not enough data | |
Web Analytics | Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. | Not enough data | |
ROI Analytics | Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. | Not enough data | |
Revenue Analytics | Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. | Not enough data | |
SEO / Keyword Analytics | Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. | Not enough data |
Email Marketing
Building and Personalizing Emails | Create and design emails with an editor; manage templates; personalize dynamically | Not enough data | |
Sending Outbound Emails | Create targeted lists, schedule and manage bulk email sending. | Not enough data | |
Manage Email Deliverability | Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. | Not enough data | |
Automated Email Responses | Set up automated nurturing emails based on events, online activities, and lead scores | Not enough data |
Online Marketing
Landing Pages and Forms | Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. | Not enough data | |
Dynamic Content | Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. | Not enough data | |
A/B Testing | Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. | Not enough data | |
Mobile Optimized | Support mobile-optimized emails, online forms, and landing pages. | Not enough data | |
Search Tracking and Optimization | Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. | Not enough data |
Lead Management
Marketing Lead Database | A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. | Not enough data | |
Data Quality Management | Data quality consists of deduplication, cleansing, and appending your marketing database. | Not enough data | |
Segmentation | Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. | Not enough data | |
Lead Scoring and Grading | Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. | Not enough data | |
Lead Nurturing | Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. | Not enough data | |
Online Behavior Tracking | Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks. | Not enough data | |
Automated Alerts and Tasks | Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. | Not enough data | |
CRM Lead Integration | Sync lead, contact, account, and opportunity information with your CRM system. | Not enough data |
Campaign Management
Program Management | See feature definition | Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. | Not enough data |
Event / Webinar Marketing | Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. | Not enough data | |
Calendaring | Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. | Not enough data | |
Budgeting | Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. | Not enough data |
Social
Social Listening | Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. | Not enough data | |
Social Sharing | Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. | Not enough data | |
Social Campaigns | Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. | Not enough data | |
Social Media Engagement | Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. | Not enough data | |
Social Media Advertising | Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time | Not enough data |
Customer Management
Customer Profiles | Maintains a central repository of customer information and communications. This feature was mentioned in 40 ConnectWise PSA reviews. | 75% (Based on 40 reviews) | |
Sales | As reported in 41 ConnectWise PSA reviews. Identify sales opportunities and manage leads pipelines by customer or region. | 70% (Based on 41 reviews) | |
Marketing | Create and manage marketing campaigns and track their performance This feature was mentioned in 36 ConnectWise PSA reviews. | 59% (Based on 36 reviews) | |
Client Portal | Based on 43 ConnectWise PSA reviews. Provides a portal for clients to view project progress, budgets, resources, project documents, etc. | 67% (Based on 43 reviews) |
Project Management
Project Planning | Based on 41 ConnectWise PSA reviews. Generate plans that define tha main activities and resources needed for a project | 66% (Based on 41 reviews) | |
Project Tracking | Based on 41 ConnectWise PSA reviews. Monitor the progress or all tasks and activities that are part of a project | 65% (Based on 41 reviews) | |
Resource Definition | Contains library of skills and resources to allow project managers to find and assign to projects. 40 reviewers of ConnectWise PSA have provided feedback on this feature. | 68% (Based on 40 reviews) | |
Resource Management | Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. This feature was mentioned in 42 ConnectWise PSA reviews. | 74% (Based on 42 reviews) |
Accounting
Revenue Recognition | Based on 40 ConnectWise PSA reviews. Automate revenue recogniton by project, portfolio, or milestone and deliverable. | 68% (Based on 40 reviews) | |
Invoice Management | Based on 40 ConnectWise PSA reviews. Ability to create and send electronic invoices, including templates that can be customized/branded. | 74% (Based on 40 reviews) | |
Payments | Accepts multiple types of payments from clients and match with invoices. This feature was mentioned in 39 ConnectWise PSA reviews. | 69% (Based on 39 reviews) | |
Project Accounting | As reported in 37 ConnectWise PSA reviews. Deliver features to track and manage costs and revenues by project. | 67% (Based on 37 reviews) | |
Budget Tracking | Based on 37 ConnectWise PSA reviews. Enables accountants and project managers to track and manage budgets. | 66% (Based on 37 reviews) |
Portfolio Management
Portfolio Definition | Define multiple types of portfolios for projects, programs, and services. This feature was mentioned in 37 ConnectWise PSA reviews. | 62% (Based on 37 reviews) | |
Portfolio Performance | As reported in 36 ConnectWise PSA reviews. Monitor the performance of different types of portfolios and programs. | 61% (Based on 36 reviews) | |
Risk | Identify risks that may negatively impact the performance of a portfolio of projects. This feature was mentioned in 36 ConnectWise PSA reviews. | 62% (Based on 36 reviews) | |
Portfolio Mix | Based on 35 ConnectWise PSA reviews. Create the optimal mix of portfolios to achieve operational and financial goals. | 63% (Based on 35 reviews) |
Analytics
Forecasting | Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. 37 reviewers of ConnectWise PSA have provided feedback on this feature. | 60% (Based on 37 reviews) | |
Reporting | As reported in 42 ConnectWise PSA reviews. Access pre-built and custom reports and dashboards that can be configured by users. | 67% (Based on 42 reviews) | |
KPIs | As reported in 40 ConnectWise PSA reviews. Include business and financial KPIs that are specific to project and portfolio management . | 63% (Based on 40 reviews) |
Administration
Standard Integrations | Based on 41 ConnectWise PSA reviews. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | 73% (Based on 41 reviews) | |
Workflow | Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. This feature was mentioned in 43 ConnectWise PSA reviews. | 76% (Based on 43 reviews) | |
Access Management | As reported in 40 ConnectWise PSA reviews. Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. | 75% (Based on 40 reviews) |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. This feature was mentioned in 21 ConnectWise PSA reviews. | 42% (Based on 21 reviews) | |
AI Text Summarization | As reported in 21 ConnectWise PSA reviews. Condenses long documents or text into a brief summary. | 43% (Based on 21 reviews) |
