---
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&#39;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. ConnectWise is great but...

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 01, 2019

**What do you like best about ConnectWise PSA?**

It is very thorough in what it does. Be it ticketing, time tracking, or contact and asset tracking.

My favourite part is the calendar linking for your tickets that also syncs with outlook!

**What do you dislike about ConnectWise PSA?**

There’s tons of overhead to manage and it is cumbersome compared to some of the more sleek ticketing softwares like Freshdesk and even Repairshopr.

Starting a ticket takes a long time and slows down our speedy service. It has a lot to offer but it’s a bit intimidating to behold. The UI is very outdated as well.

**Recommendations to others considering ConnectWise PSA:**

Consider a lighter ticketing software if possible

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

Problems being solved are not really there. It’s been quite cumbersome and there are a lot of pieces too it. Almost requires a dedicated admin to implement and oversee

  ### 2. ConnectWise Manage is a very specific solution

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 13, 2019

**What do you like best about ConnectWise PSA?**

It does offer a lot of features for the price.

**What do you dislike about ConnectWise PSA?**

The features that do work are sluggish and unintuitive to use, rendering them ineffective in a fast-paced, quickly changing environment.

**Recommendations to others considering ConnectWise PSA:**

If you have a very specific support ticketing workflow, a full-time dedicated IT admin, and users who will put up with the inefficiencies if you pay them enough, you could manage with Connectwise Manage.

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

We are able to track employee and contractor time with this. It has a decent timesheet approval workflow.

  ### 3. Slight learning curve, easy once you're used to it

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 09, 2019

**What do you like best about ConnectWise PSA?**

Connectwise allows us to put in AMD update tickets, look at other workers calendars, and find info about a 5 year old project all on the same board. 

**What do you dislike about ConnectWise PSA?**

Learning curve, it takes a few weeks to adjust how to input time and tickets. 

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

Multi level ticket/time/configuration updates all at once. Allows us to update simultaneously. 

  ### 4. Best Option

**Rating:** 4.0/5.0 stars

**Reviewed by:** Dan N. | President, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2018

**What do you like best about ConnectWise PSA?**

The best thing about ConnectWise Manage is the breadth of the solution.  It addresses most business functions in one platform.  While no software is perfect, the "almost end-to-end" practice management software for IT is the best I've seen for Managed Service Providers and other IT service companies.

**What do you dislike about ConnectWise PSA?**

The company's support process and policies are annoying.  They appear to avoid phone conversations and direct communications at all cost.  While I realize that they have to manage a lot of calls, other software companies are much warmer and friendlier when it comes to getting technical support with an actual human interaction.

**Recommendations to others considering ConnectWise PSA:**

Start with the core functions your company needs the most.  Build the foundation with company and contact management and then insist that processes and procedures get moved into ConnectWise Manage.  Insist that your team uses it.  "If it isn't in ConnectWise, it didn't happen".

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

ConnectWise helps us manage our contacts, opportunities, orders, service tickets, billing, and much of our customer documentation.  A repeatable process and best-practice approach is the biggest benefit we receive.

  ### 5. ConnectWise MSP review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 27, 2019

**What do you like best about ConnectWise PSA?**

The ticketing and integrations are great.  Expense management allows an employer to reimburse employees for expenses

**What do you dislike about ConnectWise PSA?**

Lacks prospecting integration for our sales team.  You can't pay employees commissions with the commission functions.

**Recommendations to others considering ConnectWise PSA:**

ConnectWise Manage is well suited for a company looking to keep track of tickets and timesheets. 

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

Allows us to save time and keep data in one area.

  ### 6. Great experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael R. | IT Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 01, 2019

**What do you like best about ConnectWise PSA?**

I like the connectivity aspect of it. The fact that I can remote to an endpoint with one click is a great feature.

**What do you dislike about ConnectWise PSA?**

I did not dislike anything about this product.

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

Remote management

  ### 7. Solid platform with many features - still growing!

**Rating:** 3.5/5.0 stars

**Reviewed by:** Eric C. | Systems Administrator II, Information Technology and Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 13, 2018

**What do you like best about ConnectWise PSA?**

This platform does it all. There are various add ins that work with each other. 
Support is great! Also incorporates all departments into the same platform.

**What do you dislike about ConnectWise PSA?**

Troubleshooting can be intensive.  When something goes wrong, sometimes it is not apparent as to what is causing the error

**Recommendations to others considering ConnectWise PSA:**

This is a one stop shop for MSPs. If you are looking for a ticketing system, that integrates with all of your needed departments, such as Accounts Receivable, Accounts payable, Shipping, Marketing, Sales, Administration, and more, this has features for all of them.  CW Manage support is excellent and CW University offers a wealth of knowledge for their software and is extremely well written!

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

Utilizing CW Manage from a MSP standpoint, this serves as a ticketing system, help desk, tracking system, billing system, and sales solution.  Coupled with ConnectWise Manage and other add ons this is a one-stop-shop for MSPs

  ### 8. ConnectWise Manage Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 02, 2019

**What do you like best about ConnectWise PSA?**

The entire workflow process from sales, to support, to billing.  The ecosystem between all platforms is mature and the business invests in itself to continue evolving 

**What do you dislike about ConnectWise PSA?**

Account management and support can be a bit of a challenge

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

I'm running my MSP on the platform.  I couldn't imagine running my business without it!

  ### 9. Great tool for simple surveys

**Rating:** 4.0/5.0 stars

**Reviewed by:** Gavin S. | Senior Technician, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2018

**What do you like best about ConnectWise PSA?**

Simple response questions which users are more likely to respond, it's easier to choose Happy, Neutral, or Negative over rating on a numerical scale

**What do you dislike about ConnectWise PSA?**

So far haven't really found any dislikes with the product

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

Getting a real feel of our client satisfaction, users are more likely to answer a quick survey when they are a little upset or unhappy over submitting a complaint. Usually the complaints come if a user has a number of smaller issues that built up. This allows us to catch issues early and work with the end user to improve our internal staff and our relationship with them

  ### 10. Powerful tool, but a bit slow

**Rating:** 4.0/5.0 stars

**Reviewed by:** Travis E. | Tier 1 Technician, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 22, 2019

**What do you like best about ConnectWise PSA?**

I like how many features the product has. 

**What do you dislike about ConnectWise PSA?**

It is very slow. At certain points in the day it can be a serious bottleneck

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

It helps me keep track of my duties

  ### 11. Clunky

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 03, 2019

**What do you like best about ConnectWise PSA?**

Connects our project management team to the business technology team in order to more efficiently manage technology projects. 

**What do you dislike about ConnectWise PSA?**

Clunky software that requires a lot of maneuvering to successfully schedule calendars and make adjustments to project tickets and phases. 

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

Scheduling for other departments and project tracking with other teams

  ### 12. From many to one

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julee C. | VP of Service & Support, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 08, 2018

**What do you like best about ConnectWise PSA?**

That all of our needs are met in one software - Client containment, sales, support.  The process that is used for updating the product and alerting the end user to what is coming.  That support is so responsive.

**What do you dislike about ConnectWise PSA?**

When the updates that are made affect my workflow.  

**Recommendations to others considering ConnectWise PSA:**

Map out your plan ahead of time.  Speak to other users of the system before implementing - see if first hand.  Go to ITNation.

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

We went from 3 software products to 1 when we chose ConnectWise.  Organization improved, time management improved, decreased lost tickets and dissatisfied clients.

  ### 13. Simple Covers All The Bases

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christopher D. | Licensed Public Insurance Adjuster, Insurance, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 23, 2019

**What do you like best about ConnectWise PSA?**

I really like Connect Wise ease of use, and being able to assign and track tickets quickly.

**What do you dislike about ConnectWise PSA?**

It's not aesthetically pleasing, I would like to see a better UI, colorful theme and vibrant fonts.

**Recommendations to others considering ConnectWise PSA:**

If your looking to streamline your workflow and provide a system that is less cumbersome than the other tools out there, I highly recommend Connectwise.

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

Easy to input and track tickets, which increases productivity. Easy to customize so we dont need an admin.

  ### 14. Great Design & Easy to Use!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jennifer G. | Web Developer & Designer, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2018

**What do you like best about ConnectWise PSA?**

Clean emails that get sent out.
Easy to understand.
Very easy to setup.
Easy to make back-end changes.
How easy it is for customer to give feedback, it is really amazing!

**What do you dislike about ConnectWise PSA?**

I would love to be able to tweak the widget design more easily.
Real-time widget reporting.

**Recommendations to others considering ConnectWise PSA:**

You guys are moving in the right direction!

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

We are allowing our customer to easily rate their experience, and before SmileBack it was a laborious task and we got very few responses. With SmileBack our response rate is up 43%!

  ### 15. Powerful, if not incredibly intuitive.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 11, 2019

**What do you like best about ConnectWise PSA?**

The customizability of service ticket information is really helpful to ensure that each item is tracked as it should be. 

**What do you dislike about ConnectWise PSA?**

Nothing is particularly intuitive and it can be excessively ticky to get things set up how you need them or to pull information quickly (as a casual user).

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

Marketing organization and automation

  ### 16. Game changer in surveys

**Rating:** 5.0/5.0 stars

**Reviewed by:** Donald M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2018

**What do you like best about ConnectWise PSA?**

How easy it is for our clients to use...
Instant change in Feedback
Easy to integrate into our ticketing system
Integrates into our reporting/dashboard tool, BrightGauge

**What do you dislike about ConnectWise PSA?**

Not really a dislike, but reporting could be better. They keep tweaking so I assume this will continue to get better.

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

Before Smileback, we used to get 3 or 4 reviews a year. After 6 months of use, we average about 7 a day. This really lets us know where we stand and the negative reviews gives us a chance to go right our wrongs.

  ### 17. My time with Conenctwise Manage

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 21, 2019

**What do you like best about ConnectWise PSA?**

Connectwise Manage has to be one of the simplest ITSM tools 

**What do you dislike about ConnectWise PSA?**

Not as feature rich as other products. Perhaps it could have more modules

**Recommendations to others considering ConnectWise PSA:**

Get a demo of the product 

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

Resourcing of staff is a breeze.

  ### 18. An effective CSAT tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tony S. | Managing Director, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2018

**What do you like best about ConnectWise PSA?**

It's nice and easy to use, both from our and customers' perspective. We've only been using it for two months, and have seen response rate from single digit with our previous tool to 23% in the first month and now sitting around 39%.

**What do you dislike about ConnectWise PSA?**

Notes added by us to the reviews are not synchronised to our PSA - ConnectWise. This is a major oversight. 

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

SmileBack helps us better gauge customer satisfaction, and we are able to quantify customer satisfaction, which we can use to share with customers and prospects.

  ### 19. Awesome Product

**Rating:** 4.5/5.0 stars

**Reviewed by:** S.Scott K. | CEO, Financial Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 04, 2018

**What do you like best about ConnectWise PSA?**

Simple solutions are often the best. This one meets that criteria on both ends. User and customer.

**What do you dislike about ConnectWise PSA?**

SmileBack needs to expand it's market. We have multiple divisions in different industries and both the ConnectWise and SmileBack products could double, quadruple, or even more their market share by making just a few additions to their software design to accommodate more than just the MSP/IT space. 

**Recommendations to others considering ConnectWise PSA:**

Take advantage of this product. You won't be disappointed.

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

SmileBack can address so many issues its impossible to list them in this little box. If you understand the concept of consistency and accountability to achieve a high level of customer service and satisfaction, you'll see this product as a tool to 'tweak' almost every department within your company.

  ### 20. My experience has been one of short experience. 

**Rating:** 4.5/5.0 stars

**Reviewed by:** Terry B. | Area Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** February 25, 2019

**What do you like best about ConnectWise PSA?**

The thing I like best about this is the platform used for this software. 

**What do you dislike about ConnectWise PSA?**

I dislike that it’s not very user friendly. There is a huge learning curve for this. 

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

We use this to solve commercial uses issues. I realize the benefit that best uses it is the software. 

  ### 21. Easy to use and feature rich

**Rating:** 4.0/5.0 stars

**Reviewed by:** Misty M. | Helpdesk Engineer, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 20, 2018

**What do you like best about ConnectWise PSA?**

Integration with external programs and remote access tools

**What do you dislike about ConnectWise PSA?**

Automate locks up when I'm using it, which causes issues 

**Recommendations to others considering ConnectWise PSA:**

Use the features! There are so many...

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

It is central to our business - we keep track of customer issues, time reporting, remote access, etc. 

  ### 22. Not that great

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 21, 2019

**What do you like best about ConnectWise PSA?**

Being able to manage tickets created/needed

**What do you dislike about ConnectWise PSA?**

Most of it. It’s slow and takes up a ton of space on my
Computer. Our workflows break all the time- the workarounds for integrations are not up to speed. 

**Recommendations to others considering ConnectWise PSA:**

Confusing and takes forever to learn

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

None

  ### 23. Connect everything with one application with ConnectWise Manage

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** March 04, 2019

**What do you like best about ConnectWise PSA?**

Centralizing all information, automate business process, real-time visibility in operations, and provide better customer support. ConnectWise has a CRM, ticketing system, help desk, and tools for project management, billing, and procurement.

**What do you dislike about ConnectWise PSA?**

There is nothing so far I have faced to dislike the product.This is one such cool Business management Software ever

**Recommendations to others considering ConnectWise PSA:**

When you want to manage Business management operations effectively, go for ConnectWise Manage

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

It helps to manage our business operations effectively. ConnectWise focuses on creating a partnership with their clients 

  ### 24. Integrates well with many programs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 26, 2018

**What do you like best about ConnectWise PSA?**

I like how we an use it with QuoteWerks as well as QuickBooks.  I also like how you can drill down into many items on most screens.

**What do you dislike about ConnectWise PSA?**

I wish the reporting was better or that you could customize it more.  .  When I've contacted support about this, they tell me if I learned report writer, then I could customize reports more.  From my understanding, that is not an easy task. 

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

Tracking orders, keeping track of time management

  ### 25. Connectwise Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2018

**What do you like best about ConnectWise PSA?**

The ability to be able to bundle tickets together unlike other helpdesk software.  Currently trialing Changegear/testing and that software is completely awful.  ConnectWise is lightyears ahead as far as options.

**What do you dislike about ConnectWise PSA?**

The software doesn't integrate with AD so it makes you enter each contact/new contact.  Too easy to make duplications for users.  Sometimes the interface whether it be the thickclient or the web interface, seems to lag and take forever to save your changes.

**Recommendations to others considering ConnectWise PSA:**

Great product to manage a technology help desk with.  Been using it for about 3 years now and would not really consider moving away from it.  All other software seems to lack where connectwise picks up the slack.

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

We Provide technology and services to our employees.  Any problems that arise to do with technology it is easy to document, follow, and keep up with what is going on with the tickets.  A great benefit of this product is that it allows you to manage different areas of technology independently of each other.

  ### 26. Call and incident management with a twist

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 01, 2019

**What do you like best about ConnectWise PSA?**

What I like about connect wise is the ability to have referential knowledgebases linked to the type of incident. Also the ability to template problems by category that saves time researching questions. 

**What do you dislike about ConnectWise PSA?**

It's a lot of tabs to access different facets. Updating tickets takes time because you have to click update then update the ticket then save the ticket. 

**Recommendations to others considering ConnectWise PSA:**

N/A

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

Knowledge flow and streamlining the knowledge process. 

  ### 27. My experience with Connect Wise

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 30, 2018

**What do you like best about ConnectWise PSA?**

I like the fact I can use a web version instead of the App, because it integrates better with the way I work. I get an email saying I have been assigned to a ticket, so I can then click the "View Ticket" button at the bottom of the email and it then opens that ticket in a new tab in my browser. 

**What do you dislike about ConnectWise PSA?**

I dislike a lot of things about ConnectWise : the windows desktop App's lack of proper window management, lack of "open in new tab" when using middle mouse button click, the fact it opens another window to edit text when I try to copy text from an older entry in a ticket. 
I also dislike the ios mobile App a lot, it doesn't even feature a timer for punching IN/OUT times at customer's. I also don't like the fact I can't access config screens if they havn't been attached to the service ticket. 

**Recommendations to others considering ConnectWise PSA:**

Screenconnect works very good

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

Well it's a desktop management software, so we're basically just using the thing for ticketing and schedule management. I think any other similar software would allow us to do the same, so I don't consider that Connectwise itself helps solve problems. 

  ### 28. Great Product that helps productivity.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt Z. | Project Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2018

**What do you like best about ConnectWise PSA?**

I enjoy the feeling that I can come into the office open one program and see what I need to see to get my day started and have my workflow begin.

**What do you dislike about ConnectWise PSA?**

There is one particular thing that I do dislike in that every time that I come into work if I locked my computer I will get an error on the software.

**Recommendations to others considering ConnectWise PSA:**

This product is great and you will be happy with it.

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

We are solving time management and scheduling issues. I have used other software like this but none are this easy and seamless. I also take advantage of the mobile features.

  ### 29. Highly recommend

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 10, 2018

**What do you like best about ConnectWise PSA?**

It's so easy to use!  Not just by our clients, but also from the admin side.  When a ticket is closed the person who raised the support issue gets an email = 3 faces and ability to comment, we have increased our customer satisfaction response rate 1000% since using this product. We use the comments on our social media. And take reports to our main contacts on account reviews. All helps with the building of a strong relationship.

**What do you dislike about ConnectWise PSA?**

I can't say there is anything I don't dislike about this product. 

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

Customer satisfaction survey, for clients using our helpdesk for support. Its created a positive competition amongst our technical team, who receive a weekly report on who got what responses.  We show a live feed on our website, encouraging other potential clients to join us. The not so positive feedback has helped us improve processes and procedures. 

  ### 30. A great, simple CSAT tool to encourage feedback

**Rating:** 5.0/5.0 stars

**Reviewed by:** David G. | Head Of Operations, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 05, 2018

**What do you like best about ConnectWise PSA?**

The simplicity of the feedback mechanism increases the chance of our Clients leaving it, which gives us more chance to improve the service we provide.

**What do you dislike about ConnectWise PSA?**

Not a big fan of the most recent interface redesign

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

We have increased the level of feedback we receive immensely. By integrating with our ticketing system (ConnectWise) we are able to keep the record of the feedback with the ticket, along with any follow up work or conversations

  ### 31. Very Indepth Program

**Rating:** 4.0/5.0 stars

**Reviewed by:** Justin W. | IT Support Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2018

**What do you like best about ConnectWise PSA?**

I like the depth of the program.   There are a lot of reports you can pull out that can be very useful

**What do you dislike about ConnectWise PSA?**

It runs very slow and can be cumbersome to go from screen to screen

**Recommendations to others considering ConnectWise PSA:**

Stay on the developers to implement new changes. 

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

We can automate service tickets and provide a portal for our customers to view their tickets

  ### 32. Connectwise ticketing/helpdesk

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 13, 2019

**What do you like best about ConnectWise PSA?**

I like that it’s a relatively easy ticketing solution to use. All the essential information one needs in working as a help desk technician is front and center

**What do you dislike about ConnectWise PSA?**

Sometimes, their reporting tools can seem too complex when they shouldn’t. 

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

We’re using it to track and manage our tickets. It’s been relatively simple for customers to directly engage and communicate with support technicians that are working on their tickets

  ### 33. Great Product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric O. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 10, 2018

**What do you like best about ConnectWise PSA?**

Quick, easy surveys have tremendously increased our response rate from other platforms that we have used in the past. We are averaging an almost 60% response rate!

**What do you dislike about ConnectWise PSA?**

Not a thing! We have had nothing but positive things to say about this product.

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

We have used this as a motivator for our team. The technician with the highest number of responses are rewarded monthly......driving competition within the team.

  ### 34. Simple tool to Implement, Great way to track technician KPI

**Rating:** 4.5/5.0 stars

**Reviewed by:** Daniel N. | Principal Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2018

**What do you like best about ConnectWise PSA?**

This product is very Simple to Implement

**What do you dislike about ConnectWise PSA?**

Rather than a dislike, I would like to see slightly more controls around how many reviews go out to a single client. Given the way my company uses connect wise it would be beneficial to stop this for specific category of tickets.

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

We have been able to Identify which customers require a little more love. this has been great for customer relations

  ### 35. helpdesk tool that is much more that it appears

**Rating:** 4.5/5.0 stars

**Reviewed by:** Scott H. | Remote Support Technician, Tier 2, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 10, 2017

**What do you like best about ConnectWise PSA?**

I like the fact that it has a knowledgebase to search past tickets so you see

**What do you dislike about ConnectWise PSA?**

nothing,it works as designed and it is always adding new features as well as integrating with other tools

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

Connectwise is an excellent helpdesk application, easy to integrate with other tools that we are using like ITGlue

**Official Response from Lesley Meunier:**

> Thank you for the glowing review, Scott!

  ### 36. Smileback is excellent for providing real-time customer sentiment

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gavin O. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2018

**What do you like best about ConnectWise PSA?**

The real-time reporting, integration with our PSA and the benchmarking information provided.

**What do you dislike about ConnectWise PSA?**

We would like to be able to do a bit more to brand the buttons in our brand colours.

**Recommendations to others considering ConnectWise PSA:**

Get it in quickly.

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

It has increased the amount of customer feedback by 1000%. It is easy for a customer to say if they were happy or not with the service provided. Poor feedback can be actioned immediately.

  ### 37. CW

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 12, 2019

**What do you like best about ConnectWise PSA?**

Easy to use/lots of options to keep my team efficient 

**What do you dislike about ConnectWise PSA?**

The layout could be a little more modern

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

IT problems. It helps having one ticketing system that can speak to other clients system, allowing us to work from one single source

  ### 38. Pretty good

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 19, 2019

**What do you like best about ConnectWise PSA?**

The way the projects work within the program

**What do you dislike about ConnectWise PSA?**

A few things don't make sense like you get 3 email notifications when you put in an entry and can't search a project ticket like you can a service ticket.  Other than that I do like the program

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

Anything to do with IT projects

  ### 39. I think about it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Civic & Social Organization | Enterprise (> 1000 emp.)

**Reviewed Date:** March 13, 2019

**What do you like best about ConnectWise PSA?**

Remote control. 
File sharing. 
Custom user interface. 
Role-based access.

**What do you dislike about ConnectWise PSA?**

The minuses are simply not there.. !
and so will always

**Recommendations to others considering ConnectWise PSA:**

Can recommend

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

Excellence in everything

  ### 40. It is an excellent tool for understanding client sentiment and for motivating the team.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Barry M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 04, 2018

**What do you like best about ConnectWise PSA?**

The simplicity of the system is a key factor for us and the fact that is is easily linked into both our PSA and BI Software. 

**What do you dislike about ConnectWise PSA?**

It can be a little clunky amending reports.

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

Our responses on CSAT surveys have increased 10 fold since implementing Smileback, this allows us to be closer to our clients and understand the experience that they have when interacting with us. 

  ### 41. 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.

  ### 42. Very helpful & handy

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 03, 2018

**What do you like best about ConnectWise PSA?**

I like having the mobile app. I like being able to access my passwords on the go, so I don't have to login to a laptop or desktop all the time to get into my passwords or schedule.

**What do you dislike about ConnectWise PSA?**

There's not a whole lot to dislike. Sometimes the app doesnt' sync up with the server and it can miss some information which can cause a scheduling snafu. 


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

Scheduling, password management, and project management.

  ### 43. Not pretty by any means

**Rating:** 4.5/5.0 stars

**Reviewed by:** Patrick V. | Proactive Services Technician, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2018

**What do you like best about ConnectWise PSA?**

Tons and tons of things you can edit and change to your liking and to for your business. Love how detailed you can get in categories!

**What do you dislike about ConnectWise PSA?**

Not very pretty. It can be slow at times. Can't have it on-prem. Some things are very complicated to change.


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

It does our full ticketing system

  ### 44. ConnectWise Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 05, 2019

**What do you like best about ConnectWise PSA?**

The easy search functions & layout of service board is extremely organized. Love audit trail as well.

**What do you dislike about ConnectWise PSA?**

Not able to exclude types of tickets (alerts) from searches. They are auto-generated tickets and sometimes clog the view when doing searches but over all I can work around this.

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

Organization of open tickets and regular  follow up.

  ### 45. Managed services Must have

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chris K. | Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** March 12, 2019

**What do you like best about ConnectWise PSA?**

Work flow rules and auto creating tickets

**What do you dislike about ConnectWise PSA?**

The mobile application is not that good, it lacks important features

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

Issue and ticket tracking

  ### 46. SmileBack Newbie

**Rating:** 5.0/5.0 stars

**Reviewed by:** Garland A. | Wireless Design Technician, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 11, 2018

**What do you like best about ConnectWise PSA?**

How intuitive the dashboard is designed.  Very easy to get integrate and get results quickly.

**What do you dislike about ConnectWise PSA?**

I would like to be able to have quick and easy solutions for getting increased response rates.

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

We are working on building strong relationships with clients and we need actionable data on their perception of quality with regards to technical support staff interactions.

  ### 47. Great Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 18, 2019

**What do you like best about ConnectWise PSA?**

ConnectWise is a great tool. It has hundreds of features available. You can tailor it to your individual business to suit your needs. It allows for permissions to keep private information safe. 

**What do you dislike about ConnectWise PSA?**

I dislike it has a finance tool, I run reports out of ConnectWise but I don't feel any financial importance should be available in a tool accessed by the entire company. 

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

We have been able to track our utilization of sales, organize projects, service, and managed services neatly and professionally. 

  ### 48. A powerful tracking and reporting software for businesses

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christopher W. | Owner/Operator, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 06, 2018

**What do you like best about ConnectWise PSA?**

Flexibility and speed of support when needed 

**What do you dislike about ConnectWise PSA?**

Lack of reliability and attention to detail on the iOS app 

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

Time tracking, reporting for hours spent on clients and detailed time entries to share with clients backing up the work that was performed. 

  ### 49. SmileBack is a great solution for measuring customer satisfaction.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 04, 2018

**What do you like best about ConnectWise PSA?**

I like how it integrates into ConnectWise Manage and alerts us with each new review.

**What do you dislike about ConnectWise PSA?**

Some of the filters remain the same when revisiting the site and some have to be changed. Having to update the date range every time and the agents is one example.

**Recommendations to others considering ConnectWise PSA:**

See about getting a demo and give it a try.

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

We are improving customer satisfaction by taking action on their reviews. We improve our employees through coaching on customer responses and we strengthen our relationships with our customers by listening to what makes them happy and what doesn't.

  ### 50. Way to kludgy!

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 22, 2019

**What do you like best about ConnectWise PSA?**

There was nothing about Connectwise that impressed me. 

**What do you dislike about ConnectWise PSA?**

A clumsy and inelegant solution to a problem. They keep adding more complexity to an already overly complicated product.

**Recommendations to others considering ConnectWise PSA:**

Look at Autotask first....

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

I've used TigerPaw, Autotask, and ConnectWise over the years and there is nothing about ConnectWise that I would consider a benefit especially when compared to what Autotask can do.


## 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?page=6&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+14%3A29%3A36+-0500&secure%5Bsession_id%5D=6ec21d46-14aa-450e-8402-5c6679c6f400&secure%5Btoken%5D=89ff9fff4fb0f8e289e5d319564a52e63729443b7f36c61fa59d242433777656&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

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