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ConnectWise PSA Reviews & Product Details - Page 13

ConnectWise PSA Overview

What is ConnectWise PSA?

Made for companies that sell, service, and support technology, ConnectWise PSA (formerly ConnectWise Manage) is the leading business management platform worldwide. Technology Solution Providers (TSPs) rely on ConnectWise PSA to achieve greater accountability, operational efficiency, and profitability. Leveraging the cloud, ConnectWise PSA facilitates business-process automation, help desk management and customer service, sales, marketing, project management, and business analytics that dramatically streamline a company's operations. ConnectWise PSA is the centralized hub that gives TSPs an end-to-end view and total control over their business. ConnectWise PSA also gives its users access to a powerful network of ideas, experts, and solutions. A veteran in the technology services industry, ConnectWise PSA has been the premier business management platform for technology companies for more than 15 years.

ConnectWise PSA Details
Product Website
Languages Supported
English
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Product Description

Business Automation and ConnectWise PSA (formerly ConnectWise Manage)


Seller Details
Company Website
Year Founded
1982
HQ Location
Tampa, FL
Twitter
@ConnectWise
15,123 Twitter followers
LinkedIn® Page
www.linkedin.com
3,049 employees on LinkedIn®
Phone
800-671-6898
Description

Born out of a single software solution designed to help MSPs gain control of their help desk and billing, ConnectWise has grown into a robust platform of software built for technology solutions providers (TSPs) to run their entire as-a-service business. With products aiding in business management, remote monitoring and management, remote control and access, quote and proposal automation, and cybersecurity risk assessments, integrations with hundreds of key vendors, plus the largest and most engaged community in the industry, ConnectWise has built a platform for The IT Nation. Our company is powered by our connections, our colleagues and our community. And, we accept all kinds. Game-changers,innovators, culture-lovers - and the humankind. We invite discovery and debate. We recognize key moments as milestones. We see you and value you for your unique contributions. Our inclusive, positive culture lays the foundation to ensure every colleague is valued for their perspectives and skills, giving you the choice of how YOU make a difference.


Rick S.
RS
Overview Provided by:
Senior Digital Marketing Manager at ConnectWise

Recent ConnectWise PSA Reviews

Matt K.
MK
Matt K.Mid-Market (51-1000 emp.)
2.5 out of 5
"Antiquated and Common Software"
Product maturity in the MSP space is benchmark worthy.
Verified User
I
Verified UserSmall-Business (50 or fewer emp.)
3.5 out of 5
"The product does what it needs to do and integrates somewhat with some software."
Integration with third party software is easy to use depending on the software. We rely on this and use it all the time. It has many features that ...
Harry Q.
HQ
Harry Q.Small-Business (50 or fewer emp.)
5.0 out of 5
"Very good"
Very good and easy to use, implementation is very simple and easy to assign staff to tickets. Used daily by my company and has many features such a...
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ConnectWise PSA Media

ConnectWise PSA Demo - ConnectWise PSA Today Screen
Upon login, you are presented with pertinent information for the day - your scheduled activities, items pending your approval, reports you frequently access, custom links, and other useful ConnectWise resources.
ConnectWise PSA Demo - Service KPIs
An example of a built-in report to ConnectWise PSA - quickly gain insight into the tickets requiring action, as well as a ticket ticker to see what is going on on your service boards. There are many standard reports available within ConnectWise PSA, and our reporting and dashboarding tool BrightG...
ConnectWise PSA Demo - ConnectWise PSA End-User Portal Login Screen
Proudly route your end-users to your portal where they can easily log in and create tickets, review existing tickets, review projects, view and pay invoices, and manage their users.
ConnectWise PSA Demo - Service Ticket Screen
Service Tickets within ConnectWise PSA are customizable to display the information a tecnician needs to get the job done. Quickly access communication from the end-user, associated configuration records (even launching ConnectWise Automate or ScreenConnect to resolve issues), see assigned resourc...
ConnectWise PSA Demo - ConnectWise PSA Mobile App
Technicians on the go can utilize the ConnectWise PSA Mobile App to quickly see what is scheduled, log time, and stay billable without ever opening their laptops.
ConnectWise PSA Demo - Service Board View
Manage all your open tickets from the ConnectWise PSA Service Board screen. This screen gives quick insights to many tickets at once, and even offers the ability to make updates directly in line - saving you time and effort!
Play ConnectWise PSA Video

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494 ConnectWise PSA Reviews

3.9 out of 5
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494 ConnectWise PSA Reviews
3.9 out of 5
494 ConnectWise PSA Reviews
3.9 out of 5

ConnectWise PSA Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for ConnectWise PSAQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Eric M.
EM
Managed Services Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about ConnectWise PSA?

It's hard to summarize what I like best about ConnectWise. The ease of searching within it is probably the most valuable for me. One my responsibilities is QA and, with little information, you can find what you are looking for with ease. The integration of ConnectWise with other products a huge benefit too. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

There is fair amount of maintenance with it to keep it updated. The options for customization are so vast that it can be hard to know all the options available. You almost have to approach it from the assumption that it CAN do the thing you want. You just have to figure out how to do it. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

It is a large task to move the ConnectWise platform and maintain it, but the benefits far outweigh the drawbacks. Review collected by and hosted on G2.com.

What problems is ConnectWise PSA solving and how is that benefiting you?

I was not with my company when they adopted ConnectWise, but I can't imagine how we managed our ticket flow before. With the vast amount of clients we have, and the multiple departments we have, ConnectWise allows us to easily navigate through both with ease. Review collected by and hosted on G2.com.

Rohan D.
RD
Senior Vice President
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

The ticketing system has helped manage deadlines and increase productivity across all departments. Nothing slips through the cracks. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Sometimes, when a dashboard is full, it can seem overwhelming to tackle all the tickets. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

We used a 3rd party of r implementation and they helped us at each step of the way. Review collected by and hosted on G2.com.

What problems is ConnectWise PSA solving and how is that benefiting you?

We are able to prioritize work and assign work to specific people and departments. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

It helps us track time and client information as well as tickets. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

I dont think that this app is very user friendly and the interface seems outdated. Review collected by and hosted on G2.com.

What problems is ConnectWise PSA solving and how is that benefiting you?

We are tracking client information and creating tickets for issues. Review collected by and hosted on G2.com.

Jeremy K.
JK
2. Cloud Computing | Cloud Managed Services | Cloud Migration Services | Data Backup Solutions
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

very powerful and complete product for a soup to nuts solution Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Very expensive with a huge implementation cost required. Support on all levels is painful and they don't seem very interested in the customer experience. Review collected by and hosted on G2.com.

What problems is ConnectWise PSA solving and how is that benefiting you?

We use it for ticketing, project management, invoicing, collections, and customer contact info Review collected by and hosted on G2.com.

Jared M.
JM
Network Operations Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about ConnectWise PSA?

Connectwise Manage is a very feature complete tool. Handling of different boards and especially automation given in its workflows drives the backbone of our business everyday. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Parent company Connectwise went on buying spree and has spent the last 5 years getting all of their products to get in-line with one another.

As a result there has been very little new features added in that time as they have mostly been focusing on getting all the products talking to one another.

It is probably the ugliest of all of the PSA products out there, but this has come a long way since we started using it as well - unfortunately how it looks is mostly the only changes. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

ConnectWise is a big name in the space for good reason. If you are an MSP, this is a major piece of software to miss out on. The amount of companies out there collaborating with ConnectWise makes tying things in very easy and gives your employees a single place to operate out of. Review collected by and hosted on G2.com.

What problems is ConnectWise PSA solving and how is that benefiting you?

Tracking everything and anything we do in this tool. Our business could not operate without this tool. We utilize the facts around tickets to drive forward optimizing our business and our service delivery to our clients. Review collected by and hosted on G2.com.

JF
Director of Business Development
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

All sales opportunities, related sales activities and service tickets are tracked here along with our time cards. We know who is doing what for each opportunity based on logged activities and where time is billed. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

There is a lot in CW that we do not use so I feel like there may be other opportunities to use to help automate and track what we do. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

Only get it if you are going to use 80% of the offered functionality. It is good, but i feel like it could be wasteful if not taken full advantage of. Review collected by and hosted on G2.com.

What problems is ConnectWise PSA solving and how is that benefiting you?

It is our CRM tool so it allows me to find and track everything thing we do with and for the client prior to and while in an engagement with them. Review collected by and hosted on G2.com.

KR
Bachelor of Science in Business, Marketing
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

I am very useful using ConnectWise because it is designed so that companies can customize the functions to meet their needs. Being in IT, we can create multiple boards where we can block the permits only for certain departments, they can search for specific types of tickets. On the other hand, I can track the tickets with all their data, attachments and configurations. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Although the application is extremely versatile, the interface is a bit old and some of the menu items can be confusing. Another problem is that software stability is often a calamity, with errors that cause problems when logging in or accessing systems The reports have a lot of information and the methods to recover it are unpleasant. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

It is a perfect platform to track a large volume of tickets, purchase orders and inventory. It is very popular because it has the support of the community, various focused systems and designed to integrate natively. On the other hand, it offers a wide variety of functions of the company such as finance, marketing, sales, time tracking and a service desk so the whole team can use the same central system which is great. Review collected by and hosted on G2.com.

What problems is ConnectWise PSA solving and how is that benefiting you?

ConnectWise allows us to centrally process our clients, their assets, potential customers, service tickets and projects. Our schedules are also channeled through the application, so it is the main way in which employees can keep track of what everyone is working on. It is essential for everything we do as a company. Review collected by and hosted on G2.com.

Diana S.
DS
Motorola Trainer Coordinator
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ConnectWise PSA?

You can track all your clients information and every single job you do for them. You can do quotes, send them, add providers to compare prices, manage the calendar of the employees, assign tickets to the correct person, there is nothing you can't do with this tool. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

inside all the greatness, there are some works around that you have to do for specific duties that could be automated. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

Make sure you keep notes on each client profile, you can use the private note section, it is secure and it works as a reminder of everything you need to do about that specific client, only you and your employees will see those. Review collected by and hosted on G2.com.

What problems is ConnectWise PSA solving and how is that benefiting you?

it is easy to do all the work for each client from beginning to end, In the same tool, I can:

*Add a new client to the database

*Quote the job they request and send it by email so they can virtually approve it

*Check the calendar of my techs to assign the job to the correct person

*Leave notes and close the ticket

All that history stays in every single client profile which let me go back and track anything that I may need. Review collected by and hosted on G2.com.

LD
Business Operations Administrator
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

What I like most about ConnectWise is the easy ability to navigate the system and how our employees who hardly touch it can still navigate and use it to record all the necessary information to bill our clients. We also use it for integrating with our Accounting and Sales software packages to use it for all aspects of the company. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Reaching out to the chat option and having to wait for a Consultant to be assigned. Sometimes it is very quick, others it can take a while and sometimes I need an answer for upper management quicker than they respond. I also dislike that the report writer support is not included with the Manage monthly and quarterly payments. If you need assistance (which you probably will because it is quite a difficult feature) you have to pay. Review collected by and hosted on G2.com.

What problems is ConnectWise PSA solving and how is that benefiting you?

Timesheets, expense sheets, reporting. The benefits of ConnectWise are still being discovered every day, at the moment I am getting used to the reporting asking using the report writer (beware - they don't offer free support it is an additional cost) Review collected by and hosted on G2.com.

James V.
JV
Managing Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about ConnectWise PSA?

The end of the ady when i can log out of Connectwise.

The Contract part is good. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

PRactically everything else:

Slow - keeps hanging when doing tasks such as save a ticket, send and invoice, close tickets - you know really important tasks which should be almost instant. absolute zero support from CW. Been told its a programming issue with bulk tasking and it will be fixed - still waiting, much like when using ConnectWise manage - always waiting.

Then there is the general support - lacking to say the least.

Then the onboarding - they say we get you completely up and running. What they should have said is You'll want to be running away by the time you come to use the product. Unless you learn it all in teh onboarding process your on your own or you have to pay a huge amount more for help. They literally just churn you out and get the next lot of sheep in.

Sales team lied about how it would interact and sync with Xero. Told me the same way as Quickbooks does and then showed me how Quickbooks Desktop syncs, saying just like this.... IT DOESNT you have to pay someone else to move your data from your PSA to your accounts package REALLY @ $245 extra per month. Didnt tell me that before i signed up.

Cloud console which was supposed to save time by syncronising Office 365 licenses to contracts was often wrong, very clunky and then stopped working - another paid feature of Connectwise that didnt work.

I could go on, but you get the picture. Its not all smooth sailing and is causing lots of issues in our business. We have tried to reach out to CW but they will not help unless we ay for Consultation. SHOCKING. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

Really consider why you want to move to it.

Get demonstrations of a few products

Make a very clear list of things that you business needs to acheive with a PSA

Look around, get trials, DO NOT RUSH into it. Review collected by and hosted on G2.com.

What problems is ConnectWise PSA solving and how is that benefiting you?

None. We had a simple PSA / CRM in place. It just worked. I thought that as we grew we needed something to help us grow and mature - we didnt, we have wasted hundredds of hours on Connectwise - we could have spent that time with clients and building relationships to help our business grow and mature. Single worst decision we have made as a business. EVER. Review collected by and hosted on G2.com.