--- 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: '2026-07-21' 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. Great for growth, but a huge learning curve in the beginning. **Rating:** 4.0/5.0 stars **Reviewed by:** Gary L. | Network Administration Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2022 **What do you like best about ConnectWise PSA?** ConnectWise Manage has options for every customization and setting you to require. It is set up to integrate well with most other tools like Connect, or ITGlue. From a support perspective, I really enjoyed setting up the portal for the end users to input tickets from. **What do you dislike about ConnectWise PSA?** The learning curve is huge. The implementation will take time, and needs to be set up 100% correctly. Again from the support side of our business, there is a lot more hoops to jump through to get a ticket created, documented and closed compared to other ticketing systems **What problems is ConnectWise PSA solving and how is that benefiting you?** ConnectWise Manage has a lot of customization for our support team. For me and my team, we use the ticketing feature the most. It has a large learning curve but a lot of options which allows for expanding companies. It connects time on site, with billing and inventory all in one area. ### 2. Acronis Integration into ConnectWise PSA **Rating:** 5.0/5.0 stars **Reviewed by:** Martin V. | Senior Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2023 **What do you like best about ConnectWise PSA?** Connect wise PSA for us was a comprehensive management and monitoring system that worked across our customer base. **What do you dislike about ConnectWise PSA?** I can honestly not say anything negative about it. **What problems is ConnectWise PSA solving and how is that benefiting you?** From an RMM with remote access to our customers to the auto ticketing as well as billing integrations, we got it all in a single platform. ### 3. Best ticketing system for customization **Rating:** 5.0/5.0 stars **Reviewed by:** Dukagjin K. | CRM administrator, Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2022 **What do you like best about ConnectWise PSA?** The customization saves me a lot of time by filling the request fields automatically through the email sent. Viewing the historical tickets is handy in cases where I am unsure about the ongoing situation. **What do you dislike about ConnectWise PSA?** The security code takes ages, and with time it disables to login. Also, I would consider the lack of keyboard shortcuts as a disadvantage as I settle for functionality and non-interference with the browser **What problems is ConnectWise PSA solving and how is that benefiting you?** The self filling fields and the time tracker feature is helping me solve the issues better and evaluate the solving time among employees ### 4. Control of tasks at a frenetic pace **Rating:** 4.5/5.0 stars **Reviewed by:** Ihor P. | Senior Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** September 22, 2022 **What do you like best about ConnectWise PSA?** It helps me excel with the pace of work at a very high level and the projects I manage, thanks to the functions contained in ConnectWise Manage. The support is highly successful; it quickly listens to the users' needs. The price is comfortable. It is a software that I highly recommend because it has given me excellent project management. **What do you dislike about ConnectWise PSA?** I wouldn't say I like that it integrates with a notable deficiency; you have to try several times to conclude with the synchronization. **What problems is ConnectWise PSA solving and how is that benefiting you?** We are making many changes at the level of productive fluidity; one of these changes is project management. It helps us manage very quickly internally because we work with a solid team determined to complete tasks as planned. It is straightforward and attracts the possibility of creating good training in your activities. It is suitable for companies with a high demand for projects. ### 5. Manage is my bestfriend **Rating:** 4.5/5.0 stars **Reviewed by:** M D. | H, Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2022 **What do you like best about ConnectWise PSA?** I would not be able to manage my Help Desk Team without Connectwise Manage, successfully. I am about to see upfront what is going on with tickets, timesheets, billable time to your clients and from my team, run reports on all of this, customize those reports, track all of our day-to-day operations, and so much more. **What do you dislike about ConnectWise PSA?** There can be bugs here and there, and working with support can be a slow process. When they do roll out fixes, they roll them out in groups, and you have to wait for your groups' term to be able to get the latest patches. **Recommendations to others considering ConnectWise PSA:** Go for it! It's an all-inclusive system that allows you to be able to easily see what is going on in your business and report those results to your clients. **What problems is ConnectWise PSA solving and how is that benefiting you?** I am able to run reports that answer many of the questions our clients have each month about their invoicing. We are also able to auto-run all the invoices from within Manage. ### 6. The most advanced tools are provided by ConnectWise Manage **Rating:** 4.5/5.0 stars **Reviewed by:** Shivraj K. | Engineering Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about ConnectWise PSA?** The scope that ConnectWise Manage has been successful because it can have multiple facets in terms of project distribution. The support and interface are elements that should be considered as the main advantage because they make a good performance. I like ConnectWise Manage because it keeps me always in constant planning, it has been our ideal tool to have strategic control of our activities, you will be able to visualize under a level of responsibility the projects to be evaluated. **What do you dislike about ConnectWise PSA?** Some functions should be more precise to be executed, I feel that I have to make a procedure of more or several steps to open a function. **What problems is ConnectWise PSA solving and how is that benefiting you?** We have managed to obtain strategic and very precise planning of each organization or distribution of activities. It helps us to have happy clients because we deliver the projects in a considerable time. ConnectWise Manage is the most important element of the organization because it helps us to be under an organizational constraint. ### 7. Dispatch software **Rating:** 5.0/5.0 stars **Reviewed by:** Silvana G. | Assistant Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** January 13, 2023 **What do you like best about ConnectWise PSA?** Connectwise is the best solution as far as dispatching goes. When I started using Connectwise, I realized how easy is to manage all the field technicians and clients at the same time. And all of them were happy as well. **What do you dislike about ConnectWise PSA?** I wish it had a better integration with the accounting software, but nothing major at this point. **What problems is ConnectWise PSA solving and how is that benefiting you?** To manage technicians, work schedule and customer reviews. Also, the inventory was an integral part of using Connectwise. ### 8. BRIGHTGUAGE REVIEW **Rating:** 5.0/5.0 stars **Reviewed by:** Ian M. | Digital Marketing & SEO Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2023 **What do you like best about ConnectWise PSA?** USER ACCESSIBILITY, CUSTOMIZATION, EASE OF ACCESS ACROSS ALL PLATFORMS **What do you dislike about ConnectWise PSA?** SCROLL-ABILITY WHEN HOVERING OVER A SPECIFIC DASHBOARD **What problems is ConnectWise PSA solving and how is that benefiting you?** METRICS BEING MEASURED ### 9. Perfect and Easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Nigel W. | Network Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about ConnectWise PSA?** How easy it is to use for creating, working, responding to, and closing tickets. We use the Service Board every day and it's simple to use and makes working tickets a breeze. **What do you dislike about ConnectWise PSA?** Sometimes the timing of the responses to tickets in the service board shows out of order, so when you respond to a ticket sometimes it shows below the actual email you were responding to instead of in the correct order. **What problems is ConnectWise PSA solving and how is that benefiting you?** We use ConnectWise Manage to host our service board for incoming IT-related tickets, we also use it to bill clients. The integration of it makes all these tasks simple. ### 10. BrightGauge - The Data Reporting Tool I Use Everyday! **Rating:** 5.0/5.0 stars **Reviewed by:** Cassidy S. | Priority Support Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2022 **What do you like best about ConnectWise PSA?** The way that BrightGauge has so many connection options is a great benefit to this solution, I can pull data from multiple different systems and it works great! Would highly recommend it. **What do you dislike about ConnectWise PSA?** The connector does sometimes seem a bit difficult to get set up, but with a bit of practice I was able to navigate past them, so I am sure most people can too! I don't think its that bad but rather something just to note down. **Recommendations to others considering ConnectWise PSA:** If you want a way to funnel your information and organize it better I recommend brightgauge! **What problems is ConnectWise PSA solving and how is that benefiting you?** We are able to track data from our CRM systems, our ticketing systems and our networking systems, this allows us to consolidate the data and create awesome and informative reports for our executive teams and promotes productivity. ### 11. 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 ### 12. Good system that allows customization and automation **Rating:** 3.5/5.0 stars **Reviewed by:** Maddie M. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2022 **What do you like best about ConnectWise PSA?** Nice easy set-up, very easy to get used to using. Can be utilized in different ways for different types of businesses and support. Also ideal for different sizes of business, small or large. **What do you dislike about ConnectWise PSA?** Updates to the application aren't always good. One update made it so you could no longer search for standard notes using an asterisk and a keyword in the template. We previously were able to categorize standard notes by team, for example, "Support - Device Termination" and you could search *termination to find it. The application also seems to get slower and slower with each update. Now, the Today page on the application loads about 10% of the time. The other 90% of the time, it stays loading endlessly. **Recommendations to others considering ConnectWise PSA:** Their support has not been very responsive to us so keep that in mind. The more in-depth you get with automations, the more you may need to rely on their assistance. **What problems is ConnectWise PSA solving and how is that benefiting you?** We are providing support and support solutions to customers. We are able to bill them through ConnectWise with support hours and products that they purchase from us. ### 13. Connectwise is the backbone of our company. If it's not in Connectwise, it didn't happen. **Rating:** 4.0/5.0 stars **Reviewed by:** Randy D. | President, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2017 **What do you like best about ConnectWise PSA?** We really like the on premise capabilty, running our own server, tied to our own SQL data. Remember, on premise can be your own AWS instance or the likes. For small and medium sized MSP's (Managed Service Providers) and Service Organizaitons, that is between 4 and 40 technicians, Connectwise is a complete system. If you are smaller, this may not be for you. Stick to the subscription model. If you are really big, you may like the API's and customization here, but you may already have bigger software. But, if you are the vast majority of business IT support, then this is the one. **What do you dislike about ConnectWise PSA?** The software is based on the .NET platform, which is starting to show it's age. The latest version did move to the newest .NET feature set, and works well with 365 now. **What problems is ConnectWise PSA solving and how is that benefiting you?** It handles quoting and invoicing, time tracking and service billing, project management and management reporting. Our customers love having a one page invoice, with 18 pages of time detail available behind it. We use it to drive our incentive based pay model. We use it to ensure a consistent onboarding experience for new clients. We use it for the sales and marketing tracks and automated workflows. We use it to keep things from falling through the cracks, like SSL renewal or UPS battery replacement in 3 years. **Official Response from Lesley Meunier:** > Thanks for the valuable feedback, Randy! ### 14. Undoubtably the best tool for managing customer service agreements **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2022 **What do you like best about ConnectWise PSA?** Its feature rich and it's overall management quality is excellent. Its very easy to manage multiple projects at the same time and it's almost perfect for scheduling as well. **What do you dislike about ConnectWise PSA?** Sometimes the application based version is slow and not east to handle. It lags and need a complete restart and resource download which is time consuming. Most of the feature remain unused at most of the places and cenarios. **What problems is ConnectWise PSA solving and how is that benefiting you?** I use this tool everyday and really helps me at my work to manage data and I almost end up learning it's new feature or a trick the every other day. I have used other ticketing tools as well but this one is really vast and feature rich. ### 15. Connectwase Manage **Rating:** 4.0/5.0 stars **Reviewed by:** Andries C. | Priority Support Team Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** May 15, 2022 **What do you like best about ConnectWise PSA?** Our organization uses ConnectWise Manage to manage all areas of our help desk and client connections. The software offers numerous features that allow for varying levels of complexity depending on the situation. **What do you dislike about ConnectWise PSA?** Configuring ConnectWise Manage can be difficult and time-consuming. When attempting to create a previously unused function, there are various legacy options left in the software that can be confusing. Customer service might be weak at times, resulting in significant wait times for help with business-critical issues. **What problems is ConnectWise PSA solving and how is that benefiting you?** ConnectWise Manage provides a single pane of glass view for all functions of the Help Desk and customer relationship management. The systems allows us to track issues and assets across many customers. ### 16. ConnectWize is a great ticketing system packed with features **Rating:** 4.0/5.0 stars **Reviewed by:** Bobby V. | Systems Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2022 **What do you like best about ConnectWise PSA?** ConnectWize is quite intuitive and its feature-rich interface is serving well all of our needs. The time tracking and details reports are coming in handy when we bill our clients. **What do you dislike about ConnectWise PSA?** ConnectWize is full of features which is great but that makes it a little hard to use especially if you're just starting with the tool. It would be nice if it can be more modular so we can enable only the features we need. **What problems is ConnectWise PSA solving and how is that benefiting you?** We use ConnectWize as our main ticketing system to catch users' demands. Tracking time per ticket and generating reports is extremely important for our business and ConnectWise is fully meeting those needs. ### 17. Great product for users with Connectwie PSA **Rating:** 4.0/5.0 stars **Reviewed by:** Dan R. | Director of Brand Development, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2022 **What do you like best about ConnectWise PSA?** The application is fairly simple to use and great at providing visibility into Connectwise, which has terrible reporting for a PSA. We have tried multiple tools including PowerBI and MSPCFO, but this application provides the most insight into our business. **What do you dislike about ConnectWise PSA?** It's not easy to create customer-facing reporting. I would have hoped that this would be better tailored for external users to monitor their service to create a more tangible relationship between us and our clients. **What problems is ConnectWise PSA solving and how is that benefiting you?** We have created dashboards that provide information on ticket usage, the financial status of each client, and customer service ratings. We have over 250 custom gauges that provide valuable details into all aspects of the business. ### 18. In short, anything else would have been better than this! **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 19, 2022 **What do you like best about ConnectWise PSA?** This program was suggested to us as it c **What do you dislike about ConnectWise PSA?** This program was recommended to us by our accounting software as they have a connector that syncs the two platforms. During our sales call, this program seemed to be exactly what we were looking for. Once the paperwork was signed, this is when everything went sideways. The implementation is awful and does not set the program up for real use. Once you go live, you have little to no support. They have limits on everything, and if you want to exceed character counts on migration tickets, you will need to pay for it. Upload your current invoice template, pay extra; any one-on-one support, pay extra; everything is extra and the customer service team is not helpful and directs you to staff that also cannot help you. They will string you along for weeks, and you will get back a simple NO from "management". After countless hours and battles, I am only half set up (we signed in August, it's now April). **What problems is ConnectWise PSA solving and how is that benefiting you?** New helpdesk platform that migrates with our accounting software to put all actions in one software, but this is not correct, we are still using both and no support to help us. ### 19. ConnectWise Manage Automates our PSA **Rating:** 5.0/5.0 stars **Reviewed by:** Mat D. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2022 **What do you like best about ConnectWise PSA?** The power of the automation and workflowflows that can be put in place removes so much manual processes we previously used to do **What do you dislike about ConnectWise PSA?** The only negative we have is that billing is the 1st of the month, previously we were able to bill daily and this helped with cashflow **What problems is ConnectWise PSA solving and how is that benefiting you?** It allows us to Sync our billing from suppliers straight into agreements ensuring we miss less RMM ### 20. One of the best ticketing application i have used **Rating:** 5.0/5.0 stars **Reviewed by:** Karan S. | Service Tech, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2022 **What do you like best about ConnectWise PSA?** Easy to manage ticketing, expense, and vendor management. Expense management was one of the best things to manage. Sales, Expense, and Ticket Management. Not used any other tool **What do you dislike about ConnectWise PSA?** The only thing to dislike in this tool is slowness, its really very slow in loading. Make it a little bit fast while switching tabs and saving tickets rest all is good in this tool **Recommendations to others considering ConnectWise PSA:** If you would like to manage, your partners, vendors, ticketing, and billing then this is one of the best products. **What problems is ConnectWise PSA solving and how is that benefiting you?** Solving clients tickets, managing customers, vendors Yes, its easy to manage day to day employee expenses and track opportunities Yes, it is increased as we can now focus on customer service and managing from the single tool ### 21. Powerful, but Often Confusing Help Desk Software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2022 **What do you like best about ConnectWise PSA?** ConnectWise Manage allows our company to manage all aspects of our help desk and customer relationships. The software has a lot of options that allow for a varied level of complexity based on need. **What do you dislike about ConnectWise PSA?** ConnectWise Manage can be very complex and oftentimes confusing to configure. There are several legacy options still in the software that can confuse when attempting to implement a previously unused function. Customer support can be very lacking at times causing long delays in getting assistance with business-critical issues. **Recommendations to others considering ConnectWise PSA:** Set aside plenty of time for product configuration. **What problems is ConnectWise PSA solving and how is that benefiting you?** ConnectWise Manage provides a single pane of glass view for all functions of the Help Desk and customer relationship management. The systems allows us to track issues and assets across many customers. ### 22. Daily Dashboard Driver **Rating:** 5.0/5.0 stars **Reviewed by:** Jesse W. | Operational Support and Dispatch Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2022 **What do you like best about ConnectWise PSA?** Brightguage allows me to manage my teams performance quickly and easily. I can also generate professional reports with the click of a button **What do you dislike about ConnectWise PSA?** Some of the integrations drop out occasionally and have to be resynced **What problems is ConnectWise PSA solving and how is that benefiting you?** Allows me to communicate effectively with facts and data in real time ### 23. This program simplifies a helpdesk tech's life! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2022 **What do you like best about ConnectWise PSA?** It is so convenient to be able to solve our teams' problems remotely. **What do you dislike about ConnectWise PSA?** It could be a little bit more user friendly, but then again, what program couldn't improve a bit? **What problems is ConnectWise PSA solving and how is that benefiting you?** Remote access to everyone's devices, so we can easily diagnose and work on solving the issue. ### 24. Great visual reporting and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Pierre Graham d. | Service Desk Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about ConnectWise PSA?** A lot of CRM systems dont provide great visual reporting, brightgauge makes it easy. And the fact that it can integrate with multiple systems is great. **What do you dislike about ConnectWise PSA?** It would be nice to be able to do better calculations, it currently only does basic calculations in your reports **What problems is ConnectWise PSA solving and how is that benefiting you?** Our current CRM system was not reporting well on our incentives, brightgauge does a great job visualizing these ### 25. Constantly improving PSA **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2022 **What do you like best about ConnectWise PSA?** Ticket management is good. Ticket workflows allows automation which saves engineering time. Time and expense entry is simple and effective. Fat client, web and mobile connectivity enables staff to connect from anywhere. **What do you dislike about ConnectWise PSA?** Ticket templating is lacking, you should be able to create a ticket via template, not just apply over existing. The customer portal needs a refresh. SaaS version experiences delays compared to our previous on-prem deployment. Reporting could use some work. **Recommendations to others considering ConnectWise PSA:** Manage is a great product and constantly improving. Many vendors offer direct API integration, which can be very beneficial. It does, however, require lots of time and effort to configure and deploy out of the box. It might not be the best option for smaller companies that can't / won't dedicate this time. Customer support is not the greatest but they typically resolve most issues quickly. **What problems is ConnectWise PSA solving and how is that benefiting you?** From client ticket management, asset inventory, product renewals to tracking billable time, we wouldn't be able to service our clients without it! Manage allowed us to combine multiple products into a single location which saves us time. ### 26. CWM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2022 **What do you like best about ConnectWise PSA?** Easiest way to manage tickets, assets, and calendars for a full company. **What do you dislike about ConnectWise PSA?** Some things that I dislike are calendar sync, system not fast enough for responses, and time outs. **What problems is ConnectWise PSA solving and how is that benefiting you?** Calendar sync with Office365 ### 27. NOT a Software to use for integration projects. **Rating:** 0.0/5.0 stars **Reviewed by:** Joe T. | Design Engineering Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2021 **What do you like best about ConnectWise PSA?** Copying and pasting off sheet excel bills of material into the quote because its so terrible to create it within connectwise for large projects. Do NOT buy this if you need to do large projects, internal changeorders, or external changeorders. **What do you dislike about ConnectWise PSA?** Forecasting labor resources is now impossible, in Q360 we used to be able to forecast number of labor hours months ahead of time. You can only see 200 line items at a time. Cannot do changeorders easily. Disgusted with this software. Its breaking the spirit of our company. **Recommendations to others considering ConnectWise PSA:** Do not purchase if you do large construction projects. **What problems is ConnectWise PSA solving and how is that benefiting you?** Zero benefits compared to Q360. Except for the benefit of exercising your stress management skills, and practicing your patience for a tool that isn't designed for projects. ### 28. Its Good - Just Setup the Right Way **Rating:** 4.0/5.0 stars **Reviewed by:** Rachel H. | Marketing Program Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2021 **What do you like best about ConnectWise PSA?** Connectwise is good for a ticketing system for anyone in IT. Its a good program if you have multiple users with different teams to keep track of the clients you work with. Its also great for Project Management when it comes to bigger IT programs. **What do you dislike about ConnectWise PSA?** The only thing I dislike about Connectwise is the fact if you have multiple dispatch portals if you close the program you need to reload all the different dispatch portals. Very frustrating if you have multiple teams you need to look at at any given time. **What problems is ConnectWise PSA solving and how is that benefiting you?** Problems we are solving with Connectwise is keeping track of our current clients, We have so many that connectwise is easy to keep track of what clients we have and what tickets they currently have in. ### 29. Connectwise to smartsheet **Rating:** 3.5/5.0 stars **Reviewed by:** Lakshmisha S. | GRC Consultant | Senior Developer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2022 **What do you like best about ConnectWise PSA?** Internal comments and notifications were best. **What do you dislike about ConnectWise PSA?** Some of tickets are lost and the comments entered across different timezones were jaggered or jumbled we can't see the which is latest and the order in which comment was done **What problems is ConnectWise PSA solving and how is that benefiting you?** For ticketing management and client communication we were using connectwise. ### 30. Great product to manage an MSP or other IT Solutions Provider **Rating:** 4.5/5.0 stars **Reviewed by:** Linda Nordland D. | Director of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2021 **What do you like best about ConnectWise PSA?** ConnectWise is a robust tool to manage everything from your sales pipeline, to procurement, service and project, invoicing, and asset management. With tons of integrations, if you use it correctly ConnectWise will be the center of your IT support universe. ConnectWise also has a fantastic community of providers that is an inexhaustible resource. **What do you dislike about ConnectWise PSA?** ConnectWise can be a bit slow to develop and release some features, even when they are heavily requested by partners, but there is an excellent enhancement forums. **What problems is ConnectWise PSA solving and how is that benefiting you?** Connctwise handles everything from sales tracking, service scheduling, contract management, invoicing and more. And, if you use tyhe other products in their suite, you can handle customer satisfaction, business anlytics, and cyber security all under one roof. ### 31. Great connection to Accounting Software **Rating:** 5.0/5.0 stars **Reviewed by:** Kit S. | Controller and Head of HR, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **What do you like best about ConnectWise PSA?** ConnectWise allows Sales and Marketing to manage all their needs without requiring access to Accounting Software. Partnering with Accounting Packages (SAGE Intacct specifically in our case) provides seamless transfer of information without requiring hands-on actions. Sales knows when invoices are paid, accounting knows what invoices have gone out. Sales and Marketing can create reports on Customer balances, Sales by date, or customer or product without asking Accounting staff to run reports. A Great product! **What do you dislike about ConnectWise PSA?** Getting help with products not yet purchased has been difficult—no account manager reaches out to provide proactive services. **What problems is ConnectWise PSA solving and how is that benefiting you?** Has eliminated Sales dependancy on Accounting to get back to them with information on Customers and Sales and Collections. They have information needed at their fingertips. ### 32. Product is ok, service is less then stellar **Rating:** 3.5/5.0 stars **Reviewed by:** Shaun M. | vCIO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2022 **What do you like best about ConnectWise PSA?** The product has evolved throughout the years. The product itself is getting better. **What do you dislike about ConnectWise PSA?** Service. You can call but most times in order to talk to anyone you will need to wait or put in service down ticket. Chat support is the worst. i normally wait anywhere between 10-35 mins in the queue (and it only shows that there are 1 or 2 people ahead of me). **What problems is ConnectWise PSA solving and how is that benefiting you?** Workflow Rule is king. Once you learn to leverage them its awesome. ### 33. ConnectWise Manage - seen better days **Rating:** 1.5/5.0 stars **Reviewed by:** Andrew C. | Founder & CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about ConnectWise PSA?** One tool that provides all of our primary business needs: Company/Contact List, Sales Orders, Invoicing, Service Tickets, Project Management, and timesheets. Also, it's the defacto leader in integratrations with other vendors. Specifically, it provides the ability to sync billing and service ticket info from systems such as Synnex STELLR (e.g. Microsoft 365 billing). **What do you dislike about ConnectWise PSA?** The software hasn't had a meaningful upgrade in years. The user interface is not modern and is mostly based on the original design almost 20 years ago. Further, every new version that comes out appears to make it run that much slower. **What problems is ConnectWise PSA solving and how is that benefiting you?** Allows us to keep track of our clients, bill them, keep track of the work we're doing for them. Again, our business runs on ConnectWise Manage. ### 34. Great product but with some missing updates **Rating:** 3.5/5.0 stars **Reviewed by:** Mauro C. | Automation Freak, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2022 **What do you like best about ConnectWise PSA?** The number of features to manage tickets, billing, time tracking, etc. The great MSP Geek community, and the integrations with other software. **What do you dislike about ConnectWise PSA?** Project management lacks a lot of features. Still missing some features like Dark Mode. **What problems is ConnectWise PSA solving and how is that benefiting you?** Ticket logging, time tracking, billing customers. The amount of time we saved using CW Manage save us money. ### 35. Connectwise, slowly going downhill **Rating:** 1.5/5.0 stars **Reviewed by:** Jennette H. | Business Operations Manager, Computer & Network Security, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2022 **What do you like best about ConnectWise PSA?** I feel the overall layout of the tabs and such make it an easy software to learn for basic use. **What do you dislike about ConnectWise PSA?** The tech support is very slow in responding and the level 1 techs are not well educated on the product. **Recommendations to others considering ConnectWise PSA:** Be sure to check to see if they integrate with your other software. They are no longer supporting a lot of important integrations that brought us to them in the first place. **What problems is ConnectWise PSA solving and how is that benefiting you?** For the most part, using the software as a ticketing system works ok. We can easily open and close tickets without issues. ### 36. Excellent Product **Rating:** 5.0/5.0 stars **Reviewed by:** Matt M. | Service Desk Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2021 **What do you like best about ConnectWise PSA?** This product is our primary LoB application for our clients, and I love the ease of use of the product. Finding contacts, service tickets, time sheets, and the various service boards is extremely easy to locate and work with. **What do you dislike about ConnectWise PSA?** Sometimes the Desktop application locks up or makes you clear cache before logging in to it, which I find frustrating with the heavy workload. **What problems is ConnectWise PSA solving and how is that benefiting you?** A single application to manage our service desk, time tracking, client contacts, and projects. IT is nice to have a single application to be able to manage all of it. ### 37. 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 ### 38. 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 ### 39. Keeps our business running **Rating:** 4.0/5.0 stars **Reviewed by:** Tara D. | Accounting Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2021 **What do you like best about ConnectWise PSA?** Allows us to keep our tickets moving and tracked. One platform for work and billing through for all types of services we provide. **What do you dislike about ConnectWise PSA?** Support and enhancements. Connectwise isn't doing a lot to better things from the viewpoint of the people using it day to day. **What problems is ConnectWise PSA solving and how is that benefiting you?** Tracking issues and requests and services we provide to our clients. It is the foundation of our business. ### 40. A large player for MSP's, but stagnant development with atrocious support. **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about ConnectWise PSA?** It typically integrates with most MSP tools, and there is often a manual workflow or process you can set up for most items needed as an MSP, but that's the best I can say. Using ConnectWise daily is miserable. **What do you dislike about ConnectWise PSA?** Where do I begin? The most significant "feature release" in the last 18 months was the ability to add rich text and custom hyperlinks in an email! All development and features are completely stagnant. When we experienced a significant security event, support was very slow and there is no ability to get someone on the phone. There is only chat support, and you usually have to explain the issue 3 times before someone *might* understand. When you email in a ticket on a somewhat urgent issue, you won't get a response for at least a week. They will ADD licenses and charge you immediately, but if the sales team makes a mistake and charges you for an extra license, it will take WEEKS to get the issue corrected, and you will be charged for an expensive license that entire time. Loading the interface in the browser on a Mac is consistently slow. There is only a native app for PC. Contact management is difficult. Updating/deleting/merging contacts takes at least 30 seconds-2 minutes per contact in the browser on Mac. You can only use the native PC app to upload a CSV of contacts to ConnectWise Manage, but that only gives you the ability to upload new contacts or create duplicate contacts. As far as I'm aware, there is not an option to use a CSV upload to over-write large contact updates. You have to do those manually in the browser and that is painfully slow. With SSO implemented, half our team can't sign into the iOS mobile app reliably, so it's difficult and time-consuming to track time entries or find client contact information on the go. ConnectWise Manage is similar to an operating system like Linux: you have to customize all setup yourself, create your own workflows and processes, and few things work "out of the box." You need to pay a hefty initial setup fee. Our initial setup was completed by a third-party consultant, which wasn't the most helpful. We later came to find that some of the instructions they gave us were wrong. To import data from Zendesk, we needed to hire an additional company, and that process also didn't work properly. After initial setup, you need to pay ConnectWise for anything more than a basic break/fix question. If you have questions about the most efficient path to set up a process or how to write any custom reports in their Report Writer module, you will need to pay hourly for their consulting, in addition to the already expensive monthly license cost. The interface looks like it was designed in 2005. **Recommendations to others considering ConnectWise PSA:** Please seriously consider other products before purchasing ConnectWise Manage. If you are stuck using ConnectWise Manage and need to do reporting, use Brightgauge instead of the built-in Report Writer. **What problems is ConnectWise PSA solving and how is that benefiting you?** It mostly meets our basic needs for processing MSP IT client tickets. We have been able to escalate tickets to Tier 2 internal agents for our clients and collaborate on tickets between teams. But there is no active development and limited options for innovative automation, and it's not a pleasant software to use daily. ### 41. One of the best productivity tools in a centralized approach **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about ConnectWise PSA?** The fact that it encompasses all businesses process and centralized them. This improves accountability and productivity in the organization. **What do you dislike about ConnectWise PSA?** It is subscription based,that may not be for everyone. **Recommendations to others considering ConnectWise PSA:** Definitely go for it if you value transparency and accountability in your organization. Everyone can see what everyone else is doing this increasing productivity all around. **What problems is ConnectWise PSA solving and how is that benefiting you?** Clarity and business alignment. Everyone gets to know how things work in an organisation. For us it's from sales to helpdesk to billing. Everyone gets to understand how the organisation works. And the centralized approach increases transparency. ### 42. Connectwise Manage and Axcient X360 work together pretty well **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2022 **What do you like best about ConnectWise PSA?** Ticket autoclose when skipped backups resume **What do you dislike about ConnectWise PSA?** Havent figured how to make ticket when appliance goes down. **What problems is ConnectWise PSA solving and how is that benefiting you?** Keeping an eye on backups being compliant with policy. ### 43. 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 ### 44. ConnectWise **Rating:** 4.5/5.0 stars **Reviewed by:** Kyle R. | Lead Technician, Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2021 **What do you like best about ConnectWise PSA?** What I like best is: Time entry is easy, seeing new tickets is easy, searching for current and past tickets is easy, quick access for dispatch to see schedules, products area, finding contacts and company info, its syncing integration with other programs to have updated information on configurations. Audit trails, easy to add attachments to tickets, project ticket board, can review entered time and edit entered time, internal notes sections. Web client and mobile client access if needed. Desktop software easy to install, we have cloud based so we can sign in from any device to access tickets. Multiple boards to separate tickets. Can send emails and update tickets client facing or not, can send an email and auto create a ticket with context. Outlook calendar integration for scheduling. Can view agreements info, track emails sent or not. **What do you dislike about ConnectWise PSA?** Some things I dislike: Certain updates break functions, you'll have a normal flow working, getting used to its speed and something changes which disrupts the flow. Seems to use a lot of ram. We were in the beta builds which offered newer features, but would seem to break others more often, have since gone off of the beta builds. **What problems is ConnectWise PSA solving and how is that benefiting you?** Can view time needed to solve issues, better gauge scheduling time for certain clients/issues. Easy to see repeat issues, or similar issues across sites. Can view ### 45. Worst Support **Rating:** 0.0/5.0 stars **Reviewed by:** Paul F. | Director | Senior Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2021 **What do you like best about ConnectWise PSA?** The ability to create recurring Agreement invoices **What do you dislike about ConnectWise PSA?** - Product hasn't changed the UI in over 12 years that I have been using it. - Since the sale of the business, their support is useless - completely useless. - I called the Sydney number to escalate my issue ( a simple cancellation of agreement after 12 years of using it) and got a lady in India, who had some weird webcam chat making dinging noises going in the background, but affecting my ability to hear her over the noises. - I spoke to my Account Manager in Sydney - and have had no escalation of support since last month. - More than 50 emails back and forth to try and cancel my agreement which has been in place since 2008, and it's STILL not finalized. (Ticket 13976061 for anyone at ConnectWise who cares) - You would think that after 12 years of being loyal to their company, and growing my seat count, that they would accept my email in writing to cancel the service. NO WAY!! Since July Last year - the emails are all the same!! "Sorry we tried to reach you but you didn't respond, we are closing the ticket" - HELLO!?? Nobody tried to call me, or even email back! Every email takes over 24 hours to get a reply back. - If you're considering signing up to these clowns, seriously consider other options. I would suggest any alternative to ConnectWise. **What problems is ConnectWise PSA solving and how is that benefiting you?** ConnectWise helps you to capture and bill every service request ### 46. Extremely poor customer service and technical support, awful reporting **Rating:** 0.5/5.0 stars **Reviewed by:** Matthew D. | Director of Support, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2019 **What do you like best about ConnectWise PSA?** - Management of billable products and time -Workflow rules are useful for automation but difficult to understand **What do you dislike about ConnectWise PSA?** - The technical support team can only be contacted via Live Chat. You spend an hour having a really long, drawn out conversation and don't get anywhere. None of them have a clue what they are doing any always have to 'escalate' - Account managers couldn't care less. If you raise a complaint about the technical service and ask for escalation they disregard your feedback and point you back to the technical team - The reporting is extremely dated, and turning it into a usable format is an extremely manual task - The product is very expensive compared to other solutions on the market - There is no proper configuration user interface. Everything is configured by managing tables in a database **Recommendations to others considering ConnectWise PSA:** Make sure you complete the training and take the time to configure Connectwise properly from the start You will probably have to use a third party consultant to help you as ConnectWise support is non existent once they sign you up to a 3 year contract **What problems is ConnectWise PSA solving and how is that benefiting you?** ConnectWise helps us automate the billing process ### 47. Terrible customer service, buggy products with poor integration **Rating:** 0.0/5.0 stars **Reviewed by:** Jeffrey F. | Practice Director, Enterprise Architecture, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2021 **What do you like best about ConnectWise PSA?** If you have the most basic question to ask support bout, you may get what you're looking for out of their online support chatbot. **What do you dislike about ConnectWise PSA?** This is by far the buggiest, most convoluted piece of software (let alone PSA) that I have ever used. The dashboard is completely useless. It doesn't refresh regularly, so you have to constantly go back to outlook to know whether you actually have an appointment. The other information is next to useless because there's no way to actually show service boards on it. If you want to find out if you have a ticket, you have to go looking for it. There are more Help links on it than useful widgets. And that's just the dashboard. If you want to configure anything you have to go to service tables, not configurator screens AND, you have to know what you're looking for before you try and configure it. Many of the default connectors don't work (out of the box) with anything other than MS Exchange of Office 365. You need to get a tech to help you through the configuration. It's massively over-complicated for tasks that should be really simple and straightforward. The contract has NO CLIENT termination language... BEWARE!!! **Recommendations to others considering ConnectWise PSA:** If you decide to go with ConnectWise, 100% make sure that you include a termination clause that allows you to terminate the contract at any time. Before you sign anything, try at least two other PSA AFTER you try ConnectWise Manage. **What problems is ConnectWise PSA solving and how is that benefiting you?** We were looking for an RMM product and an integrated PSA. ConnectWise just happened to have both and they said it was "integrated" out of the box. Perhaps, we have different ideas of what being integrated actually means? We have spent more time dealing with product issues and customer service than implementing the product or, servicing our customers for that matter, which is sad. ### 48. ConnectWise Manage ROCKS! **Rating:** 4.5/5.0 stars **Reviewed by:** Philip M. | Director of Software Consulting Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2021 **What do you like best about ConnectWise PSA?** ConnectWise Manage is an easy-to-understand but powerful PSA tool that captures all the relevant information that most MSPs need. It's not perfect, but it does a GREAT JOB! **What do you dislike about ConnectWise PSA?** I wish the web browser version were as full-featured as the local client so a Mac user could do all the functions. **What problems is ConnectWise PSA solving and how is that benefiting you?** We track all aspects of the MSP and VAR teams in our firm, so we can manage everything from subscriptions to services to projects to sales and more. It's great to have everything in one place and the integration to Sage Intacct for accounting is top quality! ### 49. Connectwise Manage added value and efficiency to our team **Rating:** 5.0/5.0 stars **Reviewed by:** Steve J. | S, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2021 **What do you like best about ConnectWise PSA?** Connectwise Manage is an excellent PSA tool. It would allow the techs and clients to easily communicate and have all the information saved within the tickets. This feature also made it easy to track the time techs spent on tickets and quickly identify repeat issues due to the integration with Solarwins N-Able, our RMM tool. The calendars within Manage were also great. They allowed us to identify where the techs were in the event we needed to reroute them to an emergency. Connectwise Manage also made billing a breeze. The integration with some of our vendors as well as Quickbooks made billing our customers second nature. Having the bills come from one provider rather than countelss different vendors really made reviewes quotes, bills and budgets significantly easier for our clients as well as our staff. **What do you dislike about ConnectWise PSA?** There honestly was not much that I disliked about Connectwise Manage. I think the product is excellent and their support knowledgeable and friendly as well. If I had to make a suggestion, I would like to see a better Gantt feature. When attempting to plan out projects, we would spend a significant amount of time in that section. **Recommendations to others considering ConnectWise PSA:** I would check the current products you are already using and see if they integrate with Connectwise Manage or know if it's in the road map. **What problems is ConnectWise PSA solving and how is that benefiting you?** We utilized Connectwise Manage to clean up a lot of the noise from our RMM tool. Instead of getting alerts to our phones and email constantly, we leveraged Conectwise Manage Service Boards as a silo for all of our tickets. It made ticket tracking effortless. We also would create boards for our partners that used us as suplemental IT. This would allow us to transfer tickets to their internal IT staffs board. Our clients that used this feature really enjoyed it. ### 50. Projects are highly efficient. **Rating:** 4.0/5.0 stars **Reviewed by:** Eric H. | Technology Director, Mid-Market (51-1000 emp.) **Reviewed Date:** April 06, 2021 **What do you like best about ConnectWise PSA?** You can appreciate this type of program to trigger a wide variety of activities; it is very fluid and has been a great success in locating an optimal performance of tasks in multiple departments. Moreover, the support is very excellent and has given an incredible feeling of always being in touch. **What do you dislike about ConnectWise PSA?** This software has one problem, which is the integration with external platforms that I use constantly; it is tough to adjust. **Recommendations to others considering ConnectWise PSA:** It is a program that I highly recommend because it has been designed to encourage the management of task and activity resources. It is instrumental and has an excellent performance that requires a critical overview to establish very striking order criteria. **What problems is ConnectWise PSA solving and how is that benefiting you?** It is the best software for my projects and task management decisions; it is very effective in getting control of administrative processes. We go into a select group of operations to synthesize information through systematic projection dashboards. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-25+04%3A28%3A16+-0500&secure%5Bsession_id%5D=f706ff00-fae6-4b5f-b020-507f43b6b5de&secure%5Btoken%5D=986f99d2fce3aa9f71fca31df543df4a8d8d06cf468581266d28d7c8ec2e34dc&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) - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/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 **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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization **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 **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** - AI Text Generation - AI Text Summarization **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Survey Management** - Brand Design Consistency - Survey Deployment - Feedback Collection - Device Responsiveness **Incident Management** - Automate Ticket Routing - Ticket Prioritization - Ticket Notifications - Knowledge Base - Knowledge Base/Ticket Integration **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Visualization** - Graphs and Charts - Score Cards - Dashboards - Formats **Generative AI** - AI Text Generation - AI Text Summarization **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Process Management** - Feedback Aggregation - Trigger Alerts - Real-Time Analysis - Real-Time Action **Reporting** - Dashboards - Time Tracking - Surveys **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Data Updates** - Historical Snapshots - Real-Time Updating **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Mobile & Social** - Mobile User Support **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **System Management** - Security - System Monitoring **Access & Usability** - Mobile - Self Service - Active Directory - Multi-Channel 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 **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice **Self Service ** - Calculated Fields - Data Column Filtering - Data Discovery - Search - Collaboration / Workflow - Automodeling **Analytics** - Forecasting - Reporting - KPIs **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Advanced Analytics** - Predictive Analytics - Data Visualization - Big Data Services **Administration** - Standard Integrations - Workflow - Access Management **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - AI Text Generation **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Generative AI** - AI Text Generation - AI Text Summarization **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 **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Integration - Reporting - Dashboards **Building Reports** - Data Transformation - Data Modeling - WYSIWYG Report Design - Integration APIs **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Breadth of Partner Applications **Data Updates** - Historical Snapshots - Real-Time Updating - Email Reports ## Top ConnectWise PSA Alternatives - [Autotask](https://www.g2.com/products/autotask/reviews) - 4.3/5.0 (611 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 (242 reviews)