ConnectWise PSA Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. 80 reviewers of ConnectWise PSA have provided feedback on this feature.

As reported in 85 ConnectWise PSA reviews. 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.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 85 reviewers of ConnectWise PSA have provided feedback on this feature.

Based on 53 ConnectWise PSA reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

As reported in 56 ConnectWise PSA reviews. 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.

Based on 74 ConnectWise PSA reviews. 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.

As reported in 82 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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 77 ConnectWise PSA reviews.

System provides sufficient customization to meet business requirements

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.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

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.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Allows software to be easily used on multiple mobile devices include phone and tablet devices. 85 reviewers of ConnectWise PSA have provided feedback on this feature.

Allows users to customize chat colors, text, logos, and branding. 96 reviewers of ConnectWise PSA have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 104 reviewers of ConnectWise PSA have provided feedback on this feature.

Integrates with other customer service software to improve support and enhance functionality 86 reviewers of ConnectWise PSA have provided feedback on this feature.

Provides analytics tools that reveal important business metrics and track progress This feature was mentioned in 195 ConnectWise PSA reviews.

As reported in 203 ConnectWise PSA reviews. Displays important metrics relating to performance

Based on 45 ConnectWise PSA reviews. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies. 42 reviewers of ConnectWise PSA have provided feedback on this feature.

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. 48 reviewers of ConnectWise PSA have provided feedback on this feature.

Allows software to be easily used on multiple mobile devices including phones and tablets. 46 reviewers of ConnectWise PSA have provided feedback on this feature.

As reported in 43 ConnectWise PSA reviews. Ability to create and access tasks, transactions and reports while not connected to internet.

Based on 136 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.

Based on 95 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

Based on 124 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.

Based on 138 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.

Based on 101 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.

Based on 128 ConnectWise PSA reviews. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 113 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.

Based on 113 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.

Based on 123 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.

Based on 85 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.

Based on 88 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.

Based on 93 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.

Based on 76 ConnectWise PSA reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities

Based on 127 ConnectWise PSA reviews. Tracks issues/help requests reported by customers through the resolution process.

Based on 124 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.

As reported in 119 ConnectWise PSA reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

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. This feature was mentioned in 82 ConnectWise PSA reviews.

Based on 108 ConnectWise PSA reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

As reported in 79 ConnectWise PSA reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

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. 77 reviewers of ConnectWise PSA have provided feedback on this feature.

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. This feature was mentioned in 75 ConnectWise PSA reviews.

Ability to input, modify and extract data from the application in bulk through a structured file.

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.

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.

Based on 95 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.

Based on 138 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.

Based on 137 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

As reported in 112 ConnectWise PSA reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

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.

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.

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.

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.

Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors.

Create and design emails with an editor; manage templates; personalize dynamically

Create targeted lists, schedule and manage bulk email sending.

Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring.

Set up automated nurturing emails based on events, online activities, and lead scores

Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information.

Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects.

Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion.

Support mobile-optimized emails, online forms, and landing pages.

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.

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.

Data quality consists of deduplication, cleansing, and appending your marketing database.

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.

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.

Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps.

Track which emails a prospect opens and clicks, what web-pages they visit, what keywords they use, even what they say on social networks.

Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.

Sync lead, contact, account, and opportunity information with your CRM system.

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.

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.

Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR.

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.

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.

Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.

Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets.

Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails.

Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time

As reported in 231 ConnectWise PSA reviews. User Experience of creating and submitting a ticket

User Experience of responding and receiving a response 228 reviewers of ConnectWise PSA have provided feedback on this feature.

Route tickets based on values of fields, changes to ticket status and time based conditions 224 reviewers of ConnectWise PSA have provided feedback on this feature.

Based on 214 ConnectWise PSA reviews. Respond to common requests with standard reply

Offers tools for managing and tracking service-level agreements (SLAs) 201 reviewers of ConnectWise PSA have provided feedback on this feature.

Documents and files can be attached to the ticket to communicate with customer issues/resolutions This feature was mentioned in 216 ConnectWise PSA reviews.

As reported in 224 ConnectWise PSA reviews. Share and collaborate on tickets with multiple customer service representatives

Central repository for account and contact information This feature was mentioned in 167 ConnectWise PSA reviews.

As reported in 178 ConnectWise PSA reviews. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Based on 212 ConnectWise PSA reviews. Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

Ability for customer service agents to communicate with customers via live chat to solve problems live This feature was mentioned in 136 ConnectWise PSA reviews.

Based on 109 ConnectWise PSA reviews. Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks

Make and receive calls directly in the application. Track and record calls for analysis. This feature was mentioned in 77 ConnectWise PSA reviews.

As reported in 11 ConnectWise PSA reviews. Routes tickets automatically to the appropriate user.

Prioritizes tickets based on factors configured by the user. 11 reviewers of ConnectWise PSA have provided feedback on this feature.

Notifies the IT team when a ticket needs action. This feature was mentioned in 11 ConnectWise PSA reviews.

As reported in 11 ConnectWise PSA reviews. Provides a forum for answers to common questions.

Integrates knowledge base articles into a ticket. This feature was mentioned in 11 ConnectWise PSA reviews.

Displays important metrics relating to performance. This feature was mentioned in 11 ConnectWise PSA reviews.

As reported in 11 ConnectWise PSA reviews. Tracks time worked on a ticket.

Based on 11 ConnectWise PSA reviews. Provides surveys to measure employee satisfaction.

Enables access to service desk features via mobile device. This feature was mentioned in 10 ConnectWise PSA reviews.

Enables employees to view the status of their tickets.

Provides a directory of all users within an organization.

Enables access to service desk features through multiple channels such as email, phone, or the portal.

Maintains a central repository of customer information and communications. 48 reviewers of ConnectWise PSA have provided feedback on this feature.

Based on 49 ConnectWise PSA reviews. Identify sales opportunities and manage leads pipelines by customer or region.

Create and manage marketing campaigns and track their performance This feature was mentioned in 44 ConnectWise PSA reviews.

Provides a portal for clients to view project progress, budgets, resources, project documents, etc. This feature was mentioned in 51 ConnectWise PSA reviews.

As reported in 49 ConnectWise PSA reviews. Generate plans that define tha main activities and resources needed for a project

Monitor the progress or all tasks and activities that are part of a project 49 reviewers of ConnectWise PSA have provided feedback on this feature.

Contains library of skills and resources to allow project managers to find and assign to projects. 48 reviewers of ConnectWise PSA have provided feedback on this feature.

Based on 50 ConnectWise PSA reviews. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Automate revenue recogniton by project, portfolio, or milestone and deliverable. 48 reviewers of ConnectWise PSA have provided feedback on this feature.

Based on 48 ConnectWise PSA reviews. Ability to create and send electronic invoices, including templates that can be customized/branded.

Based on 47 ConnectWise PSA reviews. Accepts multiple types of payments from clients and match with invoices.

Deliver features to track and manage costs and revenues by project. This feature was mentioned in 44 ConnectWise PSA reviews.

Enables accountants and project managers to track and manage budgets. This feature was mentioned in 44 ConnectWise PSA reviews.

Define multiple types of portfolios for projects, programs, and services. 44 reviewers of ConnectWise PSA have provided feedback on this feature.

Monitor the performance of different types of portfolios and programs. 43 reviewers of ConnectWise PSA have provided feedback on this feature.

As reported in 43 ConnectWise PSA reviews. Identify risks that may negatively impact the performance of a portfolio of projects.

Create the optimal mix of portfolios to achieve operational and financial goals. 42 reviewers of ConnectWise PSA have provided feedback on this feature.

As reported in 44 ConnectWise PSA reviews. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Based on 49 ConnectWise PSA reviews. Access pre-built and custom reports and dashboards that can be configured by users.

Include business and financial KPIs that are specific to project and portfolio management . 47 reviewers of ConnectWise PSA have provided feedback on this feature.

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems This feature was mentioned in 48 ConnectWise PSA reviews.

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. 50 reviewers of ConnectWise PSA have provided feedback on this feature.

Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. This feature was mentioned in 47 ConnectWise PSA reviews.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt. This feature was mentioned in 28 ConnectWise PSA reviews.

Based on 28 ConnectWise PSA reviews. Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting