ConnectWise PSA
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ConnectWise PSA
By ConnectWise
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3.9 out of 5 stars
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ConnectWise PSA Reviews & Product Details - Page 37

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ConnectWise PSA Overview

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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
Discussions
ConnectWise PSA Community
Languages Supported
English
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Product Description

Business Automation and ConnectWise PSA (formerly ConnectWise Manage)

Seller Details
Seller
ConnectWise
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:
Rick Salmon
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.
Read more
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 ...
Read more
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...
Read more
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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!
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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
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3.9 out of 5
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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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Ryan D.
RD
Service Engineer
Information Services
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

integration of contacts and services tickets Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

customer service can be difficult to communicate with at times Review collected by and hosted on G2.com.

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

contacts management and service desk Review collected by and hosted on G2.com.

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

quite easy to manage customers and tickets Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

sometimes some features fail after upgrade Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

go for it Review collected by and hosted on G2.com.

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

customer relationship and management Review collected by and hosted on G2.com.

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

The fact that it has centralized everything for our company Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

The fact that it is not always up to speed with the ideas we want to implement, although ConnectWise is constantly making enhancements to the product. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

Easy to customize, beneficial to technicians, ease of billing for general time and materials and re-occuring services. Review collected by and hosted on G2.com.

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

The benefit has been in centralizing our service tickets and our billing and sales. It all can be done from ConnectWise mange and technicians can bill their time to a ticket, which then immediately shows on their time sheet, which then gets billed to the client at the end of the month. Review collected by and hosted on G2.com.

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Sean P.
SP
Owner
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

How much functionality it has. I love that we can do our own e-mail marketing campaigns, it saves cost on other pay services, and we can create our own HTML e-mail exactly as we want it, plus send a survey, or any other type of follow-up, even see who opened the e-mail. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

As with any cloud based company there is the occasional outage. We have experienced a couple short outages in the past few years, however tech support via chat is generally helpful and often aware of the issue. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

As Connectwise grows so is their partner list, recently Watchguard has added them to their vendor list. We haven't connected or firewalls yet to connectwise, but the options it will give us with watchguard sound very exciting. Review collected by and hosted on G2.com.

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

Billing and invoicing - Before Connectwise we were using an excel spreadsheet for ticket entries and e-mailing them in PDF form. Now connectwise manages our invoicing, e-mailing, agreement billing and sync's with Quickbooks. Review collected by and hosted on G2.com.

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Terry F.
TF
Client Services Account Manager
Computer & Network Security
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

It has next-level service with excellent issue management. It's streamlined communication which offers great support, simplified documentation. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Sales and marketing functionality is not the best when it comes to running and managing marketing and sales campaign efforts. It take several days of training to master certain sections. Review collected by and hosted on G2.com.

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

We use it for account management, Time and Tracking & Billing, Procurement, Sales & Marketing. Review collected by and hosted on G2.com.

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James D.
JD
Scheduler
Information Technology and Services
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

I love that you can manage everything in one location with an easy to use software. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Sometimes it does run slow to do some tasks. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

If you need to manage your book of business plus your workers this is the software for you. Review collected by and hosted on G2.com.

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

I am able to manage multiple clients at just a click of a mouse. Also love the accountability that the software offers. Review collected by and hosted on G2.com.

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

I like that central web applications can be made visible inside and outside of the LAN rapidly Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Not sure because i have not found any problems so far. Review collected by and hosted on G2.com.

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

I can have other coworkers problem solve with me simultaneously Review collected by and hosted on G2.com.

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

I do like its simple platform. There were a lot more naming conventions and too many duplicates with SalesForce.com, I am not finding this to be the case in ConnectWise. Mobile app is okay. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Mobile app could be a lot better, very basic to me. Importing contacts into ConnectWise is a challenge, algorithm in place doesn't seem to like it if there is already an account in there yet the contacts that were first entered in will duplicate with a new list. Makes for more manual work. Also dislike how there is no feature functionality that comes with the basic software to be able to click on a contact phone number and have it dial for you. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

Do a comparison with other major players out there. Make sure that it fits for your business and people. Ask around for recommendations, if others have used it or not, and if there are better ones out there. Review collected by and hosted on G2.com.

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

I use ConnectWise for sales new sales opportunities only as required by my company. I also use it for new contact uploading, territory assignments, notes, activities, expense reports, etc... Helping me set reminders, yet I am using that and tasks provided by outlook 50/50. Review collected by and hosted on G2.com.

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Darren D.
DD
Service Manager
Information Technology and Services
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ConnectWise PSA?

I love the various features all the way from invoicing and billing to service level ticketing. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

The customization options can be a little hindering at times. Also, the knowledge base is tough to use. Review collected by and hosted on G2.com.

Recommendations to others considering ConnectWise PSA:

Work closely with your support team to get it set up properly. Also attend IT Nation every year and join HTG to get support for best practices on how to do things more efficiently. Review collected by and hosted on G2.com.

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

Tracking customer requests and projects is the main item we use ConnectWise for. We also use it for billing and invoicing so we can get paid. Review collected by and hosted on G2.com.

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Chris P.
CP
President
Information Technology and Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about ConnectWise PSA?

Provides major efficiencies to our support processes. Review collected by and hosted on G2.com.

What do you dislike about ConnectWise PSA?

Not much of anything. It is a great product. Review collected by and hosted on G2.com.

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

Drastically increased our efficiencies in providing support services to our clients, which in turn increased profitability. Review collected by and hosted on G2.com.

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