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ConnectWise PSA Reviews & Product Details - Page 14

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.
Verified User in Information Technology and Services
UI
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?

ConnectWise Manage is a breath of fresh air. It's ability to track and manage client interactions is phenomenal. The reporting allows you as a manager and your team to succeed with no extra effort. I love the built in knowledge base that is constantly growing as you create and close service tickets allowing you to use past issues and time entries to solve problems today by referencing work already completed. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

The worst part of ConnectWise manage is the fact you didn't adopt it into your toolbox sooner. The only gripe i can really muster up is the inability to work offline, which is not a deal breaker by any means. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

If you are not happy with your current CRM, look into ConnectWise Manage, they are happy to set you up with a free trial so you can see for yourself how great it is. Review collected by and hosted on G2.com.

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

Easier to manage and track client issues, ability to schedule technicians out is a key feature so that the team is aware of each members availability. Review collected by and hosted on G2.com.

Manish M.
MM
Senior Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

Connectwise help me a lot for inhouse workflow management, task management, assigning task, time sheet filling, project management, managing service tickets and sales activities. The tool reduces the unwanted activities of managing multiple dashboards and applications. Rather connectwise is an application offers all at one platform, improvising professional life in a greater way. The platform integrates many teams to one. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

They can improve on the UI and also the tool is little complex unless you get trained. Review collected by and hosted on G2.com.

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

Project onboarding, operational activities, maintaining project life cycle, service tickets, CRM and managing sales. Review collected by and hosted on G2.com.

PH
Network Engineer
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?

I love the fact that this solution tracks all of our different clients and provides a great timeline of notes for each ticket. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

The UI could use more modernization and support on smaller displays like tablets. I wish there was a more simplified visual hierarchy for each ticket. The calendar syncing could use some improvement, possibly including the ticket's company address. Review collected by and hosted on G2.com.

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

All client tickets are tracked and processed through ConnectWise Manage. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

It is an all-in-one tool for time tracking, expenses, billing, service desk/help desk (IT tickets), CRM, sales and marketing. It unifies our entire team into one system. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

I think the design of the system is clunky, and needs to be redesigned. The marketing features look promising, but really are quite cumbersome. It's not easy to do bulk adds or edits, so creating new contact groups and adding contacts is quite a chore. You must schedule emails at least 24 hours in advance because they must be reviewed by the connectwise team and be approved prior to being sent. They also add an unsubscribe header AND footer on emails based on a tiered scale of number of emails sent. The support team is nice and friendly, but it takes days to weeks to get resolutions or even acknowledgement about your issues. They do offer a chat function, which is hit or miss, depending on the rep and the issue. They are good at helping you find the documentation to help you through things though, or if you have a "How do I..." question they are good at answering those too. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

If you're looking for an easy-to-use marketing tool for communications, campaigns and a CRM platform, I would keep looking. Review collected by and hosted on G2.com.

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

Time tracking, service desk tickets and sending quotes. Review collected by and hosted on G2.com.

HB
Degree in computing
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?

ConnectWise Manage is a very useful application for those who work in help desk attending IT requirements but at the same time it is quite complex for those who are not familiar, what I like most about this application is that it makes a detailed follow-up to the life time of each one of the tickets to be able to be in full compliance with the service agreements established with the client, I also like its interface which is very pleasant and intuitive especially its calendar section in which you can schedule activities to determine quedias and what hours will be taken care of Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

What I do not like about ConnectWise Manage is that as I mentioned before it is a rather difficult user application, for this it requires a lot of study, and studying is something that takes a lot of time, I think it could be simplified a bit more to facilitate the life to its users Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

I recommend to implement connectwise manage in all the companies that provide IT services so that they can improve the attention to their clients Review collected by and hosted on G2.com.

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

The main solution that ConnectWise Manage offers me, is the possibility through its interface to receive the IT requirements from my users, in order to attend them as soon as possible and generate metrics through which my performance is evaluated every quarter by my superiors, like that of my colleagues, also allows us to document our management for this form when any of the analysts have debts about how to carry out a certain task, can review this documentation and support with this Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

It gives us a central location for contacts, quoting, service tickets, expenses and time entries, and marketing campaigns. Provides useful reports regarding sales opportunities, activities, forecasted sales, hours utilization, etc. The CW Campaigns offers good reporting for social media, including Facebook interactions (likes, loves, etc), which I haven't seen with other software programs before. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

It needs a face lift.. The UI is not attractive in my opinion. I do not find it an intuitive system to just pick up and learn. The Outlook calendar integration can get messy. I dislike the email builder template. It's clunky to create templates, and they require you to have an unsubscribe header and footer based on a tier of email sends. No other email management system I've used required an unsubscribe header. The entire campaign flow process is a bit clunky as you have to start with the calendar before you can create an email or social post. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

Make sure it is setup correctly by a person or team that can dedicate time to understanding the system. This was implementing well before my time with the company, and it's my understanding that it was not set up right. We were unable to get good reports because we weren't using the system how it is designed to work. Overall, it's an effective system. Review collected by and hosted on G2.com.

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

Storing company and contact information, tracking time to projects, and using it as a service help desk. Review collected by and hosted on G2.com.

kathleen a.
KA
Account Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

ConnectWise Manage is a valuable application for the individuals who work in assistance work area going to IT necessities and yet it is very unpredictable for the individuals who are not natural, what I like most about this application is that it causes a nitty gritty to catch up to the existence time of every last one of the tickets to have the option to be in full consistence with the administration understandings built up with the customer, I likewise like its interface which is wonderful and instinctive particularly its schedule segment in which you can plan exercises to decide quedias and what hours will be dealt with Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

There is no inbuilt installment reconciliation with the Connectwise Manage framework. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

In the event that you have to streamline your workers' time and improve the administration of help tickets, don't dither to empower this product. Review collected by and hosted on G2.com.

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

The joining of ticketing with the administration conveyance ventures of an undertaking give an extraordinary method to show advancement and issues inside an intricate task. Connectwise Manage helped us with that to accomplish our goals to serve clients and in this way assume better responsibility for the administration of staff.in general lines connectwise oversee effectively to the business to deal with its clients, its care staff and time in simple and quick ways Review collected by and hosted on G2.com.

James M.
JM
Help Desk Manager
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?

Ticketing system, service board - easy to use customisable Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Stock/inventory system, very clunky not easy to use Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

Great ticketing system, not great for inventory management Review collected by and hosted on G2.com.

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

Engineer calls are solved every day Review collected by and hosted on G2.com.

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

We use connectwise manage on a daily basis in our managed services department. We use this to integrate with our alert and monitoring system LogicMonitor and we create tickets and manage tickets. I like best that we can communicate to our customers right through our email connector and through the ticket itself. I like the feature that when the customer responds that it bolds the ticket. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Least helpful is the fact that it is difficult to customize and use API calls on the back end to pull more data and make the tickets more automated and detailed. I also dislike the customer portal. The customer portal needs it's UI updated with reports being fixed. The customer needs to have more options available to them. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

It is a good CRM/ helpdesk tool but if you want to do anything super complex with APIs, integration, and customization then I'd say sales force is the way to go . The Connectwise portal as well needs a revamp with more details/ options available to customers and they need to fix reporting Review collected by and hosted on G2.com.

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

We are solving the issue of a ticket management system. We are reminded about daily tasks and reports through ticket templates, we bill our customers based on what billable tickets are put in, we manage project tasks and assignments. Review collected by and hosted on G2.com.

NR
System Engineer
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
Translated Using AI
What do you like best about ConnectWise PSA?

What I like about this application is that it allows your team to receive, process, and respond to service requests quickly and efficiently thanks to the ticket system provided by ConnectWise Manage. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

We could say that what I don't like about this application is that it does not have multichannel communication, adding that you need to have a level of training with this application because if you don't have it, managing it will be quite difficult. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

My recommendation is that, if the company is willing to invest in the purchase of ConnectWise and in training its employees for the proper use of the application, it is a good long-term investment. However, this application does not have any free version nor does it offer a free trial, and the company should take this into account. Additionally, to obtain the configuration on the accounting side, one can expect to spend some time and money working with a qualified accountant (if there isn't one on staff) to ensure that all data is transferred and classified correctly. Review collected by and hosted on G2.com.

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

At the business level, this application could generate notable internal efficiency since the system is stable, its updates occur constantly, and it has excellent customer service; its implementation is broad as it can be integrated into the cloud, SaaS, Windows, and on mobile devices with iOS or Android software. For the company's larger clients that implement this application, service capabilities can be extended to internal IT providers, considering that companies seek to improve sales opportunities, service agreements, employee productivity, and billing tracking with clients. ConnectWise is a good choice for managing the aforementioned. Review collected by and hosted on G2.com.