--- title: ConnectWise PSA Reviews meta_title: 'ConnectWise PSA Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 583 reviews by the users' company size, role or industry to find out how ConnectWise PSA works for a business like yours. aggregate_rating: rating_value: 4.0 review_count: 583 scale: '5' date_modified: '2026-08-09' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # ConnectWise PSA Reviews **Vendor:** ConnectWise **Category:** [Help Desk Software](https://www.g2.com/categories/help-desk) **Average Rating:** 4.0/5.0 **Total Reviews:** 583 ## About ConnectWise PSA ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery. ## ConnectWise PSA Pros & Cons **What users like:** - Users find the **interface easy to use** , appreciating its simplicity and efficiency in managing tasks and tickets. (36 reviews) - Users value the **seamless integration** with third-party software, enhancing customization and ease of use in their workflow. (21 reviews) - Users appreciate the **extensive integrations** of ConnectWise PSA, enhancing automation and workflow across various applications. (16 reviews) - Users appreciate the **rich feature set** of ConnectWise PSA, benefiting from comprehensive tools for management and organization. (15 reviews) - Users appreciate the **responsive customer support** from ConnectWise PSA, enhancing their experience with effective assistance. (13 reviews) - Client Management (10 reviews) - Comprehensive Features (10 reviews) - Customizability (10 reviews) - Easy Customization (10 reviews) - Easy Integrations (10 reviews) **What users dislike:** - Users find the **learning curve steep** , making initial setup and adaptation to ConnectWise PSA quite challenging. (24 reviews) - Users report **poor customer support** with slow response times and inadequate follow-up on escalated issues. (16 reviews) - Users find **ConnectWise PSA's usability complex** , with a tedious configuration process that hampers effective management and forecasting. (15 reviews) - Users express frustration with **missing features** in ConnectWise PSA, highlighting the need for better sales and documentation tools. (13 reviews) - Users face significant **performance issues** with ConnectWise PSA, impacting workflow and overall satisfaction with the software. (10 reviews) - Slow Performance (10 reviews) - Time-Consuming (9 reviews) - Users find ConnectWise PSA to be **expensive** , posing challenges for smaller businesses and those on a budget. (8 reviews) - Limited Features (8 reviews) - Not Intuitive (8 reviews) ## ConnectWise PSA Reviews ### 1. Antiquated and Common Software **Rating:** 2.5/5.0 stars **Reviewed by:** Matt K. | Director of Information Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2025 **What do you like best about ConnectWise PSA?** Product maturity in the MSP space is benchmark worthy. **What do you dislike about ConnectWise PSA?** New features and updates are clunky; product is expensive and over-valued. **What problems is ConnectWise PSA solving and how is that benefiting you?** Provides managed services ticketing, asset tracking, invoicing, and product/sales ordering. ### 2. Connectwise Review **Rating:** 2.5/5.0 stars **Reviewed by:** Michael S. | T1 Technician, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2024 **What do you like best about ConnectWise PSA?** It has a very friendly and easy to use UI. I like that it has a web portal and downloadable application. I use it every day. **What do you dislike about ConnectWise PSA?** It seems it has limited intergration with certain systems. **What problems is ConnectWise PSA solving and how is that benefiting you?** No problem solving, It is a great system to use to log and catagorise tickets as well as provide feedback to clients. ### 3. Great for large Companies **Rating:** 3.0/5.0 stars **Reviewed by:** Daniel L. | Technical Director, Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2023 **What do you like best about ConnectWise PSA?** Lots of features, good segrigation of user permissions. Powerful tool when you know your way around. **What do you dislike about ConnectWise PSA?** Complicated to use, not very user friendly. Sales process needs work. Project management is cumbersome **What problems is ConnectWise PSA solving and how is that benefiting you?** Invoicing, Support desk management, project management, sales mangement. Being able to go from quoting to invoicing in one product helps us manage our customer expectations ### 4. Connectwise PSA review **Rating:** 2.5/5.0 stars **Reviewed by:** James F. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2024 **What do you like best about ConnectWise PSA?** Visibility between our internal team for customer tickets **What do you dislike about ConnectWise PSA?** It can be clunky and not very user friendly. **What problems is ConnectWise PSA solving and how is that benefiting you?** Ticketing, some documentation, collaboration and visbility within accounts. ### 5. ConnectWise PSA was mediocre at best **Rating:** 2.5/5.0 stars **Reviewed by:** Jon V. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about ConnectWise PSA?** ConnectWise PSA was the first ticketing system we elected to use when starting our MSP. We found the entry price point to be fair, but the overall feature set to be lacking. **What do you dislike about ConnectWise PSA?** It was lacking key integrations we wanted. The overall flow of using the ticketing system was lack luster and created workflow challenges for myself and the team. **What problems is ConnectWise PSA solving and how is that benefiting you?** We found the ticketing system portion of ConnectWise PSA to be furstrating and lacking in features that would help with overall ease of use and day to day workflows. We've not used it for about 1.5-2 years now, so I cannot say what changes may have been made since then. ### 6. ConnectWise PSA is good if you have the staff to dedicate to it **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2023 **What do you like best about ConnectWise PSA?** CW PSA is a full-featured PSA that allows for serious customization **What do you dislike about ConnectWise PSA?** Configuring CW PSA requires a lot of time and a skilled admin **What problems is ConnectWise PSA solving and how is that benefiting you?** ConnectWise PSA took care of tracking time, tickets, contacts, and configurations ### 7. Usable Service With Limited Ease Of Use **Rating:** 3.0/5.0 stars **Reviewed by:** Eric M. P. | Director of Domestic Outreach, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about ConnectWise PSA?** The ability to assign tasks and opportunities has been an instrumental piece for my company. With so many employees in different locations, we've been able to pass opportunities along to each other easily. In addition, you can send emails directly through ConnectWise either to the customer or to a team member. It is easy to track expenses as well as do quoting. **What do you dislike about ConnectWise PSA?** It takes a while to load and navigate from page to page, and there isn't an easy way to pull information or do mass updates to specific accounts. It's out of date compared to many of its competitors, and some tasks to complete take far too many steps to do. **Recommendations to others considering ConnectWise PSA:** Take advantage of the courses they offer and the support that they show that can help you get the most out of all the features that they have available. **What problems is ConnectWise PSA solving and how is that benefiting you?** Problems Solved: - Office collaboration - Administration of tasks and items - One-stop shop to view lists of all accounts Benefits: - Reduced time passing along tasks or opportunities manually - Track your accounts in one space - More visibility behind leadup to purchases ### 8. My Review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** June 30, 2022 **What do you like best about ConnectWise PSA?** It's gui is user friendly and aesthetically please **What do you dislike about ConnectWise PSA?** The lag time in saving items with the cross functionality of the existing erp structure **Recommendations to others considering ConnectWise PSA:** N/a **What problems is ConnectWise PSA solving and how is that benefiting you?** I'm not totally sure of the ful list of functionality ### 9. Nice enough but not much **Rating:** 3.0/5.0 stars **Reviewed by:** Gerardo D. | IT Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2021 **What do you like best about ConnectWise PSA?** It´s is multi company and the UI is quite friendly **What do you dislike about ConnectWise PSA?** It´s is not 100% ITIL compliance, and for an ITSM tool, it is a must **What problems is ConnectWise PSA solving and how is that benefiting you?** IT Service Management problems have been partially resolved and bring the benefit of having in order the IT requests ### 10. CW Manage **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2021 **What do you like best about ConnectWise PSA?** It's the best product of it's kind, hands down. **What do you dislike about ConnectWise PSA?** Their support is among the worst available in any product/service. **What problems is ConnectWise PSA solving and how is that benefiting you?** We use Manage to run our day-to-day operations and manage our clients, tickets, etc. ### 11. OK product but could be much better **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2021 **What do you like best about ConnectWise PSA?** Connectwise is just OK at what it does. I think the scope of services it tries to accommodate is too varied as it does not shine in any one particular use. **What do you dislike about ConnectWise PSA?** The Chat feature is utterly useless. We have spent countless hours trying to get it to work consistently, but tech support has been dismissive of the problems reported. **What problems is ConnectWise PSA solving and how is that benefiting you?** Some of the reporting features are very useful. We have implemented many custom reports for management to view ticket and user stats. ### 12. There are better software options out there **Rating:** 2.5/5.0 stars **Reviewed by:** Jasper C. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2021 **What do you like best about ConnectWise PSA?** The program does have the ability to store a large amount of data, and to sync with other calendars. **What do you dislike about ConnectWise PSA?** The program is so outdated looking. Dysfunctional and cluttered. No way to update notes in real time on a task without creating a new entry every time. I could go on. **Recommendations to others considering ConnectWise PSA:** Try to shop around and see what similar programs will do what you need. If you decide on ConnectWize, I recommend to make use of the webinars and video lectures/tutorials they have available for the whole team to become efficient with the program. **What problems is ConnectWise PSA solving and how is that benefiting you?** We use ConnectWise Manage to keep track of both current and upcoming tasks and their assigned engineers. The benefits are that we can use it with Quozal, and it is easy to sync with Google or Microsoft calendars. ### 13. Frustrated with CW's marketing tool options **Rating:** 2.5/5.0 stars **Reviewed by:** Melissa S. | Marketing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** March 12, 2021 **What do you like best about ConnectWise PSA?** I do not know enough about it to comment. Other than I am in a marketing role and ConnectWise does not offer the tools necessary to be our preferred choice for a marketing crm. I think in terms of the IT business where I work, it seems to be a logical fit. **What do you dislike about ConnectWise PSA?** Does not have the most progressive tools for being our marketing and communications platform. User experience is woefully lacking. **What problems is ConnectWise PSA solving and how is that benefiting you?** It helps our associates provide the best service possible to our clients with ticketing, invoicing and tracking projects. ### 14. Connectwise Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2020 **What do you like best about ConnectWise PSA?** It helps us track time and client information as well as tickets. **What do you dislike about ConnectWise PSA?** I dont think that this app is very user friendly and the interface seems outdated. **What problems is ConnectWise PSA solving and how is that benefiting you?** We are tracking client information and creating tickets for issues. ### 15. Powerful product but total cost of ownership is high and support can be frustrating **Rating:** 3.0/5.0 stars **Reviewed by:** Jeremy K. | 2. Cloud Computing | Cloud Managed Services | Cloud Migration Services | Data Backup Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2020 **What do you like best about ConnectWise PSA?** very powerful and complete product for a soup to nuts solution **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. **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 ### 16. CRM tool to track sales opportunities and related sales activities **Rating:** 3.0/5.0 stars **Reviewed by:** Jason F. | Director of Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2019 **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. **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. **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. **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. ### 17. Lots of functionality, but clunky program **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2019 **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. **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. **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. **What problems is ConnectWise PSA solving and how is that benefiting you?** Time tracking, service desk tickets and sending quotes. ### 18. I don't love it, but it does have a lot of functions **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2019 **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. **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. **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. **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. ### 19. Good for MSP's but only as good as you can make it **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2019 **What do you like best about ConnectWise PSA?** Ticket boards and entry of timesheets from engineers. Overall works really well as a PSA (professional services automation) tool. **What do you dislike about ConnectWise PSA?** The CRM is very lacking. The sales aspect does not compare to things like Salesforce or Microsoft CRM **What problems is ConnectWise PSA solving and how is that benefiting you?** It runs our MSP ### 20. Middle Of The Road **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2019 **What do you like best about ConnectWise PSA?** The ticketing portion works well. It doesn't look great but you can manage help desk tickets right well. **What do you dislike about ConnectWise PSA?** The project management portion is really weak. It is so hard to assign resources and then move those around as the business conditions change. It all starts from the ticket side of life. CRM is also very weak when compared to like a Sales Force. **What problems is ConnectWise PSA solving and how is that benefiting you?** Organizing Tickets ### 21. Used to be king of the hill for MSPs **Rating:** 3.0/5.0 stars **Reviewed by:** Jeff S. | Senior Information Security Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2019 **What do you like best about ConnectWise PSA?** - The interface is smooth, stable, and easily trained for new staff. - There are multiple locations to find required data. **What do you dislike about ConnectWise PSA?** - The responsiveness of the platform is inconsistent. - The search function is too picky and not global enough. **Recommendations to others considering ConnectWise PSA:** Conduct a thorough POC with all relveant teams. **What problems is ConnectWise PSA solving and how is that benefiting you?** - It's our resource for ticketing, both support and project. - The ability to have a central, consolidated location allows for easier scheduling and resource planning. ### 22. Powerful but convoluted **Rating:** 3.0/5.0 stars **Reviewed by:** Peter P. | Driver, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2018 **What do you like best about ConnectWise PSA?** Ability to customize any workflow in an infinite amount of way. We have not found an issue we could not solve with ticketing, billing or management yet. The amount of other vendors it integrates with is huge. **What do you dislike about ConnectWise PSA?** Large and slow. The installer and installed size is large. The constant small updates slows service calls as we have to wait for it to update on almost every launch. The cloud version is terribly terribly slow to respond to any input in the app. **What problems is ConnectWise PSA solving and how is that benefiting you?** We are using CWM to run our ticketing system in house and for Clients. We also use it for billing and to track employees time and billable hours. ### 23. Connectwise Manage **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2019 **What do you like best about ConnectWise PSA?** The product helps to keep my tickets organized. I like the service desk that shows just the open tickets. **What do you dislike about ConnectWise PSA?** It is very difficult to use, the company I work for likes the product. Its hard to find information, the scrolling is difficult **What problems is ConnectWise PSA solving and how is that benefiting you?** It keeps track of open tickets and shows me how long the tickets are open. ### 24. I use it daily for a company that we support **Rating:** 2.5/5.0 stars **Reviewed by:** Hailey-Faith K. | L2 IT Help Desk Support, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** July 02, 2018 **What do you like best about ConnectWise PSA?** I like how it does in crash like some of the software and seems basic but has a lot of features to wear you dont need to use different software to run the helpdesk **What do you dislike about ConnectWise PSA?** Sometimes it can freak out and have to clear the cache and you also have to restart and re-login to get it back up and running **What problems is ConnectWise PSA solving and how is that benefiting you?** We are using it have all of the devices that we have spread out and able to have them saved in one place and able to tag which one is related to that ticket ### 25. Gets the job done, but could be a better user experience **Rating:** 3.0/5.0 stars **Reviewed by:** Abigail W. | Account Coordinator, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2018 **What do you like best about ConnectWise PSA?** I like the simple-to-use search functionality under the Service Ticket Search section. I never have a hard time finding the ticket I am looking for, or properly categorizing a ticket. I also love that I can customize what tabs are automatically open when I log in. I like how it allows you to easily see budget vs. spent hours for each task in a project. **What do you dislike about ConnectWise PSA?** I dislike the look of ConnectWise - I think it could definitely use an upgrade. I use the reports section often and would love if I could create my own custom reports. Sometimes the current reports do not accurately or easily explain what data is included. I am also no stranger to errors on ConnectWise, but these are usually resolved by logging out and logging back in. Overall, ConnectWise take some time to learn, but once you do it is pretty straightforward. **Recommendations to others considering ConnectWise PSA:** ConnectWise gets the job done from setting up projects to invoicing clients. **What problems is ConnectWise PSA solving and how is that benefiting you?** We keep track of our hours with ConnectWise, and how much time is spent on each client's projects/tasks. We then use it to invoice our clients. The level of billable time in ConnectWise is even used to determine resources' quarterly and annual bonuses. ### 26. ConnectWise at a mid-size company **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Performing Arts | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2017 **What do you like best about ConnectWise PSA?** Invoicing syncs well with Quickbooks. Previous to using CW I was manually entering each invoice into QB, which took a lot more time. CW connects me to the PMs, as well as QB so it's an easy one-stop. **What do you dislike about ConnectWise PSA?** The software is incredibly expensive, and any additional help comes at an additional cost. This matters, because transitioning to ConnectWise is cumbersome and you will need all the help you can get. **Recommendations to others considering ConnectWise PSA:** I'm not sure that this software is the best for all companies. It isn't very flexible, so if you are just starting out and can conform to the available structure it might resonate well with you and your company. Otherwise, it could be useful in bits and pieces but may not be possible to fully transition over. Because of the cost to use, it would be most valuable to a company that can take advantage of everything it offers. **What problems is ConnectWise PSA solving and how is that benefiting you?** Invoicing takes less of our PM's time than our previous method. There was a steep learning curve, however, so in the early days of transitioning it didn't seem like it was saving time at all-- that has now balanced out. **Official Response from Lesley Meunier:** > We're sorry to hear that you are having difficulty transitioning to ConnectWise. Can you email us at SocialMedia@ConnectWise.com? We'd like to put you in touch with a department that can assist you with your transition. ### 27. Average - Similar to their other competitors **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 27, 2018 **What do you like best about ConnectWise PSA?** For a user who has not used ConnectWise, Ease of use and it's simplicity is great. Installation of desktop client is a lot less cumbersome vs. their competitors. **What do you dislike about ConnectWise PSA?** Lack of customizations and restricting some of the security roles for members. Example : some features only have "all or none' in security access rights. So it's either I give full access or no access to a particular module or submodule within ConnectWise. **What problems is ConnectWise PSA solving and how is that benefiting you?** Integration between CRM and ConnectWise for our Professional Services team. ### 28. ConnectWise **Rating:** 2.5/5.0 stars **Reviewed by:** Carla S. M. | Administrative Coordinator, Computer Hardware, Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2018 **What do you like best about ConnectWise PSA?** I like being able to open multiple tabs and working on different things without losing my place. **What do you dislike about ConnectWise PSA?** I am not fully familiar with the software to fully utilize it. **What problems is ConnectWise PSA solving and how is that benefiting you?** We primarily use it to keep track of our customers with help desk tickets and scheduling technicians ### 29. User friendly? **Rating:** 2.5/5.0 stars **Reviewed by:** Kirsten H. | IT Specialist, Computer Networking, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2018 **What do you like best about ConnectWise PSA?** All of the options that’s it has to offer like financials, invoices, ticketing, etc. **What do you dislike about ConnectWise PSA?** How many steps you have to take to complete something. **What problems is ConnectWise PSA solving and how is that benefiting you?** We are helpdesk so I use the ticketing (service tickets) a lot. ### 30. Average Ticketing System **Rating:** 3.0/5.0 stars **Reviewed by:** Brandon S. | Systems and Applications Technician, Higher Education, Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2017 **What do you like best about ConnectWise PSA?** It allows for automated assignment of tickets based on how a ticket is categorized. It also enables you to set up automatic email notifications based on the status chosen in a ticket. **What do you dislike about ConnectWise PSA?** GUI is crowded, but you get used to it after a while. You can be changing multiple fields in a ticket only to find out that you need to save the ticket before editing some other fields. To ensure Help Desk staff fill in everything on the ticket, it would be nice if there was a way to require certain fields to be filled in during the creation of the ticket, but Connectwise only allows you to create that requirement on custom fields. Also, I do not like that it does not allow for LDAP. **Recommendations to others considering ConnectWise PSA:** It works for basic Help Desk requirements, but I would say there are probably other better solutions out there. **What problems is ConnectWise PSA solving and how is that benefiting you?** It satisfies the basic Help Desk needs for a ticketing system. ### 31. Usable **Rating:** 3.0/5.0 stars **Reviewed by:** Vincent M. | Systems Administrator 1, Small-Business (50 or fewer emp.) **Reviewed Date:** April 18, 2018 **What do you like best about ConnectWise PSA?** Its a very powerful tool with lots of customizations on views and reports. It's also widely used, so it can integrate with a number of other programs. **What do you dislike about ConnectWise PSA?** The UX is terrible and doesnt have good flow. Still uses MySQL so it is very slow, though not as slow as CW Automate. **Recommendations to others considering ConnectWise PSA:** It’s certainly not the worst, but there are better. **What problems is ConnectWise PSA solving and how is that benefiting you?** It is our trouble ticket management system. Our engineers use the software day in and day out. ### 32. Works well. Lots of opportunity for expansion **Rating:** 3.0/5.0 stars **Reviewed by:** Maury K. | Inside Sales Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 26, 2018 **What do you like best about ConnectWise PSA?** This is by far my favorite software that we use. It rarely has issues. It takes minimal training and everyone has a central place for project documentation, management, order tracking, etc **What do you dislike about ConnectWise PSA?** There's some glitches with its transfer from QuoteWerks (which we use for quoting and order processing) to ConnectWise. **What problems is ConnectWise PSA solving and how is that benefiting you?** Project Management is our primary. We also use it for order tracking and sales pipelines. ### 33. Not bad, but not all it’s cracked up to be **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about ConnectWise PSA?** The ease of navigating through multiple boards in order to view multiple projects **What do you dislike about ConnectWise PSA?** The inventory system is very complicated **What problems is ConnectWise PSA solving and how is that benefiting you?** Scheduling, contacting customers and alerts ### 34. Good, but not for HR, Payroll, etc **Rating:** 3.0/5.0 stars **Reviewed by:** Glen G. | Human Resources Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2018 **What do you like best about ConnectWise PSA?** It's a pretty robust system that can be used effectively in most departments of a company. **What do you dislike about ConnectWise PSA?** The HR, payroll and timekeeping functions are not great. You have to try and customize these areas to work for your particular business, then hope it can integrate into your payroll system. **Recommendations to others considering ConnectWise PSA:** If you are using this as your sole timekeeping and payroll solution, make sure it can integrate with your accounting system. **What problems is ConnectWise PSA solving and how is that benefiting you?** More efficiency in the business overall. Automation. Better client experience and response times. ### 35. Connectwise Control **Rating:** 3.0/5.0 stars **Reviewed by:** Will T. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2018 **What do you like best about ConnectWise PSA?** Software reliable, we mostly use the command line terminal feature. There are also scaling issues when deploying over 100k systems. **What do you dislike about ConnectWise PSA?** Need to be able to adjust the size it the dashboard windows. **What problems is ConnectWise PSA solving and how is that benefiting you?** Able to remotely manage systems and full shell access ### 36. Not super easy to use **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** November 04, 2018 **What do you like best about ConnectWise PSA?** Covers a lot of issues but is complicated **What do you dislike about ConnectWise PSA?** Complicated for beginners but if you have knowledge of this sort it does an excellent job **What problems is ConnectWise PSA solving and how is that benefiting you?** Customer service related ### 37. Terrible product **Rating:** 2.5/5.0 stars **Reviewed by:** Shelby D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2018 **What do you like best about ConnectWise PSA?** I like the UserCentric option but wish it wasn't so hard to use. **What do you dislike about ConnectWise PSA?** I hate that this program is so slow! Everytime I clickanything I have to wait about 10 seconds to get to where I was trying to go. **What problems is ConnectWise PSA solving and how is that benefiting you?** Ticketing board and billing ### 38. Hard to use **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Warehousing | Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2018 **What do you like best about ConnectWise PSA?** The GUI is easily changeable. You can hide the pods you don’t want and rearrange them to the order you like. **What do you dislike about ConnectWise PSA?** It seems a bit clunky and hard to use. Sending emails and tracking time is tedious. **What problems is ConnectWise PSA solving and how is that benefiting you?** We are a SMB and this is our first Helpdesk solution. ### 39. CW user review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2018 **What do you like best about ConnectWise PSA?** I like the ability to organize information about a company and the sales tracking format. **What do you dislike about ConnectWise PSA?** I do not like that you cannot integrate with outlook email. **What problems is ConnectWise PSA solving and how is that benefiting you?** Solving the problem of streamlining sales between employees. Benefit would be the ability to share financial reports with multiple users. ### 40. CRM Efficiency **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2018 **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 **What do you dislike about ConnectWise PSA?** Not sure because i have not found any problems so far. **What problems is ConnectWise PSA solving and how is that benefiting you?** I can have other coworkers problem solve with me simultaneously ### 41. Does the job, however, not close to the functionality of SalesForce.com **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2017 **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. **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. **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. **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. ### 42. Connectwise review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2018 **What do you like best about ConnectWise PSA?** Smart UI fairly functional. Works well for my use **What do you dislike about ConnectWise PSA?** Slow, on perm solution in my use. Went down alot **What problems is ConnectWise PSA solving and how is that benefiting you?** Help desk support. Did good for me in that regard ### 43. Useful but has it's downsides **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2018 **What do you like best about ConnectWise PSA?** Time tracking and customer interaction are both strengths of ConnectWise **What do you dislike about ConnectWise PSA?** Documentation system within ConnectWise is terrible and not really very usable **What problems is ConnectWise PSA solving and how is that benefiting you?** Keeping accurate time for charging clients. Being able to get good metrics on company profitability ### 44. Pretty good **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2018 **What do you like best about ConnectWise PSA?** Being able to have both a ticket system and a remote system linked together. **What do you dislike about ConnectWise PSA?** Nothing so far. It just seems to have a few. **What problems is ConnectWise PSA solving and how is that benefiting you?** It's a great and easy ticket system. ### 45. Helpful but could use inprovement **Rating:** 2.5/5.0 stars **Reviewed by:** Elizabeth M. | Distaster Recovery Account Manager, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2017 **What do you like best about ConnectWise PSA?** I like how i'm able to automate some processes and keep contact information all in one place for the most part. I do like the ticketing system, it's something i've gotten very used to over the years. It does outline my schedule on the home page and it seems very personalized at the same time. It also provides internal links that could be useful for success in my role. Overall pretty user friendly. **What do you dislike about ConnectWise PSA?** Even though i'm able to automate some things, there is still a good amount of human error that occurs. I also find that it can be organized a little bit better. I have found issues with the outlook extension. Is there a way to better that? **What problems is ConnectWise PSA solving and how is that benefiting you?** Im able to easily invoice and uninvoice tickets. Company information is easily accessible when needed to solve an issue. **Official Response from Lesley Meunier:** > Hi Elizabeth, thanks for the review. Can you be more specific about your issues with the Outlook extension? We'd like to pass on your concerns to the right department. ### 46. Connectwise **Rating:** 3.0/5.0 stars **Reviewed by:** Steve A. | Technical Support Specialist, Utilities, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2017 **What do you like best about ConnectWise PSA?** Relatively easy to use. Software is reliable. **What do you dislike about ConnectWise PSA?** Difficult to setup, does require some training. **What problems is ConnectWise PSA solving and how is that benefiting you?** Helpdesk and CRM solution ### 47. Easy to use once setup properly **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2018 **What do you like best about ConnectWise PSA?** Time management was easy to use and customer tracking was simple **What do you dislike about ConnectWise PSA?** Initial setup is cumbersome but after you get it going fast. **What problems is ConnectWise PSA solving and how is that benefiting you?** Keeping track of billable time ### 48. CW review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** September 28, 2017 **What do you like best about ConnectWise PSA?** Organized way to see projects and know what has to be done in what order **What do you dislike about ConnectWise PSA?** Can be difficult to find things like projects etc **What problems is ConnectWise PSA solving and how is that benefiting you?** Day to day operations are much more organised ### 49. ConnectWise Manage is OK **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 20, 2017 **What do you like best about ConnectWise PSA?** ConnectWise Manage is OK for a full end solution; however, we only use 3 or 4 of the many modules because we find some other systems that are much better. **What do you dislike about ConnectWise PSA?** The procurement and sales and marketting module is not very good. **What problems is ConnectWise PSA solving and how is that benefiting you?** Help Desk and Time/Tracking Billing. ### 50. Good software for IT Professionals **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2017 **What do you like best about ConnectWise PSA?** Good at managing office 365 subscriptions and for automation of ticketing **What do you dislike about ConnectWise PSA?** Needs improvements with the marketing and sales module and better API **Recommendations to others considering ConnectWise PSA:** Great for managing clients and their infrastructure. There is definitely room for improvement on the crm and marketing automation so a seperate app might be considered depending on your level of sophistication **What problems is ConnectWise PSA solving and how is that benefiting you?** Managing tech support in the most efficient way and automating the quote process is a very helpful especially when time is the most challenging resource ## ConnectWise PSA Discussions - [What applications does this tie to in order to maximimize use of other programs?](https://www.g2.com/discussions/what-applications-does-this-tie-to-in-order-to-maximimize-use-of-other-programs) - 1 comment, 1 upvote - [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment - [View ConnectWise PSA pricing details and edition comparison](https://www.g2.com/products/connectwise-psa/reviews?filters%5Bnps_score%5D%5B%5D=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A40%3A54+-0500&secure%5Bsession_id%5D=52f6ea23-e856-4b4c-bcca-c0a9081398d4&secure%5Btoken%5D=86f5faf188c9fe9b9fe5f1fd6f07ae5d51a583e6715f7008f5e7f440772269e6&format=llm_user) ## ConnectWise PSA Integrations - [3CX](https://www.g2.com/products/3cx/reviews) - [ConnectWise Automate](https://www.g2.com/products/connectwise-automate/reviews) - [ConnectWise CPQ](https://www.g2.com/products/connectwise-cpq/reviews) - [IT Glue](https://www.g2.com/products/it-glue/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [N-able N-central](https://www.g2.com/products/n-able-n-central/reviews) - [NinjaOne](https://www.g2.com/products/ninjaone/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Advanced](https://www.g2.com/products/quickbooks-online-advanced/reviews) - [SmileBack](https://www.g2.com/products/smileback/reviews) - [TimeZest](https://www.g2.com/products/timezest/reviews) - [Veeam Data Platform](https://www.g2.com/products/veeam-data-platform/reviews) ## ConnectWise PSA Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Reports** - Reports Interface - Steps to Answer - Graphs and Charts - Score Cards - Dashboards - Customizable Reports - Marketing Reports - Sales Reports - Activity Dashboard - Interactive Reports - Customizable Reports - Customizable Reports - Activity Dashboard - Customizable Dashboard **Additional Functionality** - Specialized or Emerging Capabilities - Distinct IT & Software Development Functionality - Niche Application **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Reports** - Reports Interface - Share Reports - Steps to Answer **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Survey Management** - Brand Design Consistency - Survey Deployment - Feedback Collection - Device Responsiveness - Surveys & Feedback - Mobile Survey - Pulse Surveys **Incident Management** - Automate Ticket Routing - Ticket Prioritization - Ticket Notifications - Knowledge Base - Knowledge Base/Ticket Integration - Real-Time Notifications **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management - Resource Allocation & Planning - Progress Tracking - Project Time Tracking - Project Management **Visualization** - Graphs and Charts - Score Cards - Dashboards - Formats - Mobile Dashboards - Public Dashboards - Private Dashboards **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting - Campaign Management - Workflow Management - Template Management **Process Management** - Feedback Aggregation - Trigger Alerts - Real-Time Analysis - Real-Time Action - 360 Degree Feedback - Anonymous Feedback - Real-Time Analytics - Trend Analysis - Real-Time Data - Text Analysis - Sentiment Analysis **Reporting** - Dashboards - Time Tracking - Surveys - Activity Tracking **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking - Time & Expense Tracking - Activity Tracking - Billable Items Tracking - Document Management - Multiple Projects **Data Updates** - Historical Snapshots - Real-Time Updating **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Mobile & Social** - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **System Management** - Security - System Monitoring - SSL Security - GPS **Access & Usability** - Mobile - Self Service - Active Directory - Multi-Channel Access - Mobile Access **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Collaboration** - Sharing - Co-Editing - Devices **Agentic AI - Service Desk** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations **Additional Functionality** - Customer Experience Management - NPS of Employees - Real-Time Notifications - Question Library - CRM - Data Visualization - Multi-Channel Distribution - Ratings/Reviews - Negative Feedback Management - Activity Dashboard - Email Management - Commenting/Notes - AI Copilot - Third-Party Integrations - Template Management - Reporting & Statistics - Social Media Integration - Text Fields - Customizable Questions - Reporting/Analytics - Real-Time Reporting - Customizable Branding - Conditional Logic - Website Integration - Search/Filter - Collaboration Tools - API - NPS of Customers - Multi-Language - Survey/Poll Management - Segmentation - Customer Segmentation - Reminders - NPS Survey Structure - Access Controls/Permissions - Widgets - Customizable Templates - Feedback Management - Customizable Fields - Question Branching **Additional Functionality** - Project Management - Procurement Management - CMDB - AI Copilot - Generative AI - IT Risk Management - Service Catalog - Inventory Management - Surveys & Feedback - Chat/Messaging - Change Management - Reporting & Statistics - Task Management - Email Templates - Benchmarking - Localization Automation - Real-Time Reporting - Customer Support - Scheduled/Automated Reports - Alerts/Escalation - Release & Deployment - Email Management - Contract/License Management - Workflow Management - Problem Management - Analytics - Service Level Agreement (SLA) Management - Configuration Management - API - IT Asset Management - Remote Access/Control - Live Chat - Customizable Reports - Incident Management - Asset Lifecycle Management - Support Ticket Management - Customizable Templates - Customizable Branding **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice - Video Chat **Self Service ** - Calculated Fields - Data Column Filtering - Data Discovery - Search - Collaboration / Workflow - Automodeling - Natural Language Search - Visual Discovery - Data Blending - Data Blending **Analytics** - Forecasting - Reporting - KPIs - Real-Time Reporting **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Advanced Analytics** - Predictive Analytics - Data Visualization - Big Data Services - Real-Time Analytics - Reporting/Analytics - Real-Time Analytics - Reporting/Analytics - Visual Analytics **Administration** - Standard Integrations - Workflow - Access Management - Email Management - Workflow Management - Task Management - Portfolio Management - Calendar Management - Timesheet Management - Accounting Integration - Third-Party Integrations **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Generative AI** - AI Text Generation - AI Text Summarization - Proposal Generation - Generative AI **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Additional Functionality** - Activity Dashboard - Gantt/Timeline View - Quotes/Estimates - Collaboration Tools - Customizable Fields - CRM - AI Copilot - Customizable Reports - Performance Metrics - Access Controls/Permissions - Billing & Invoicing - Approval Process Control - Reporting & Statistics - Project Templates - Task Scheduling - Real-Time Data - Document Storage - Drag & Drop **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Building Reports** - Data Transformation - Data Modeling - WYSIWYG Report Design - Integration APIs - Real-Time Data - Real-Time Data - Third-Party Integrations - Third-Party Integrations **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Breadth of Partner Applications - Mobile Access - Metadata Management **Data Updates** - Historical Snapshots - Real-Time Updating - Scheduled/Automated Reports - Customizable Reports - Predictive Analytics - Data Management - Real-Time Data **Additional Functionality** - Customizable Branding - Natural Language Processing - Data Extraction - AI Copilot - Ad hoc Reporting - Real-Time Reporting - Publishing/Sharing - Collaboration Tools - Strategic Planning - Self Service Data Preparation - Trend Analysis - Text Analysis - Real-Time Monitoring - Data Synchronization - Widgets - Benchmarking - Performance Metrics - Data Mapping - Generative AI - Trend/Problem Indicators - Customizable Templates - Access Controls/Permissions - Data Import/Export - Profitability Analysis - OLAP - Alerts/Notifications - Search/Filter - Drag & Drop - Data Connectors - Multiple Data Sources - Key Performance Indicators - Dashboard Creation - Role-Based Permissions - Data Mining - Forecasting - Ad hoc Query **Additional Functionality** - KPI Monitoring - Secure Data Storage - Multiple Data Sources - Data Visualization - Single Sign On - Natural Language Search - Search/Filter - Alerts/Notifications - AI Copilot - Real-Time Notifications - Collaboration Tools - Widgets - Performance Metrics - Ad hoc Reporting - Activity Tracking - Reporting/Analytics - Customizable Branding - Data Aggregation - Dashboard Creation - Data Connectors - Customizable Templates - Data Synchronization - API - Forecasting - Interactive Elements - Single Page View - Data Import/Export - Drag & Drop - Access Controls/Permissions - Trend Analysis - Workflow Management - Third-Party Integrations - Functions/Calculations - Historical Reporting - Data Capture and Transfer - Visual Discovery - Real-Time Updates - Real-Time Reporting - Data Mapping - Relational Display - Visual Analytics - OLAP - Ad hoc Query - Reporting & Statistics ## Top ConnectWise PSA Alternatives - [Autotask](https://www.g2.com/products/autotask/reviews) - 4.3/5.0 (621 reviews) - [Accelo](https://www.g2.com/products/accelo/reviews) - 4.3/5.0 (661 reviews) - [ManageEngine ServiceDesk Plus](https://www.g2.com/products/manageengine-servicedesk-plus/reviews) - 4.2/5.0 (244 reviews)