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ConnectWise PSA

connectwise.com/software/manage
Project Management
Weekend Project

Work smarter and scale faster with our proven PSA solution

How to Replace ConnectWise PSA
Compare:vs Wrikevs Teamwork.comvs Fibery

Overview

ConnectWise PSA is a Professional Services Automation (PSA) software platform designed for MSP (Managed Service Provider) businesses. It provides comprehensive business management capabilities including ticketing, project management, billing, sales tracking, and resource management with AI-driven automation and integration capabilities.

Features

33 features across 20 categories

AI & Automation(2)

AI-driven HyperautomationAI

Improve efficiency and productivity so your team can focus on bigger initiatives and customer relationships

ConnectWise SidekickAI

AI-powered bot that provides access to PSA records and business insights via Microsoft Teams for faster ticket resolution and increased customer satisfaction

Also in: Ivanti, Ironclad, Chili Piper

Asset Management(1)

Asset Management

Configuration and asset management capabilities

Also in: MuleSoft, Ivanti, ManageEngine

Automation(1)

Workflow Automation

Automated workflows to streamline business processes

Also in: monday.com, Notion, Airtable

Cloud(1)

Cloud Database AccessPremium

Access to cloud database capabilities

Also in: Puppet, UiPath, Lacework

Collaboration(2)

Calendar Synchronization

Calendar synchronization capabilities

ConnectWise Chat

Built-in chat functionality for team communication

Also in: Notion, Airtable, Obsidian

Contract Management(1)

Agreement Management

Manage customer agreements and contracts

Also in: Maxio, Mitratech, Coupa

Development(1)

SandboxPremium

Sandbox environment for testing

Also in: Kissflow, Lattice, WordPress.com

Finance & Billing(4)

Automated Billing

Seamless automated billing to make recurring billing effortless with automation and integration

Finance & Billing

Finance and billing management capabilities

GL Integration

General ledger integration for accounting

User-based Billing

Billing based on user counts

Also in: openSIS

IT Service Management(1)

ITIL Framework Support

Support for ITIL framework and ITSM features for improved IT process management

Integration(7)

Cisco Simple IT Billing, Monitoring & ManagementPremium

Integration and management of Cisco Simple IT billing and monitoring

Cloud Infrastructure Billing, Monitoring & ManagementPremium

Integration and management of cloud infrastructure billing and monitoring

CRM Integration

Integration with CRM systems to share customer, contract and project data

Email Connector

Email connector for seamless email integration

Office 365 Billing, Monitoring & Management

Integration and management of Office 365 billing and monitoring

RMM Integration

Integration with RMM software to synchronize relevant data across systems

Third-party Integration

Integrate PSA with favorite third-party solutions for unified workflow

Knowledge Management(1)

Knowledge Base

Knowledge base for storing and sharing documentation

Marketing(1)

Marketing Campaign ManagementPremium

Manage and track marketing campaigns

Mobile(1)

Mobile Application

Mobile app for accessing PSA functionality on the go

Procurement(1)

Procurement & Inventory

Procurement and inventory management capabilities

Project Management(2)

Project & Opportunity Management

Track and manage projects and sales opportunities

Project Management

Expert project management to track the progress of multi-faceted projects and project milestones to deliver for clients on time and on budget

Reporting & Analytics(1)

Reporting Engine

Insightful reporting that gives you the insights and metrics you need to move the needle

Resource Management(1)

Time Tracking

Tailored time tracking to enter and track time (billable and non-billable) by the minute and by client, project, or task

Sales(1)

Sales Management

Strategic sales management to track sales opportunities with ease and close more deals with greater confidence

Service Management(2)

SLA Management

Centralize SLA tracking, monitoring, and reporting for managed services to ensure client expectations are met

Ticketing

Help desk ticketing system to keep your help desk responsive and productive

Workflow Management(1)

Change Approvals

Workflow for approving changes

Pricing

Basic

Custom
  • ✓Ticketing
  • ✓Project & opportunity management
  • ✓Asset management (Configuration)
  • ✓Finance & billing
  • ✓Email connector
  • ✓Workflow automation
  • ✓Calendar synchronization
  • ✓Mobile application

Standard

Popular
Custom
  • ✓Everything in Basic
  • ✓ConnectWise Chat
  • ✓Agreement management
  • ✓Procurement & inventory
  • ✓GL integration
  • ✓Change approvals
  • ✓User-based billing
  • ✓Knowledge base
  • ✓Office 365 billing, monitoring & management

Premium

Custom
  • ✓Everything in Standard
  • ✓Marketing campaign management
  • ✓Cloud database access
  • ✓Sandbox
  • ✓Cisco Simple IT billing, monitoring & management
  • ✓Cloud infrastructure billing, monitoring & management

Cost Calculator

Pricing data not available for ConnectWise PSA. Check their website for current pricing.

Build vs Buy

Should you build a ConnectWise PSA alternative or buy the subscription? Estimate based on 33 features.

Buy ConnectWise PSA

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$24,000
Maintenance$360/mo
3-year total$36,960
Dev time~2 months

Buying ConnectWise PSA saves ~$36,960 over 3 years vs building.

Estimates based on 33 features and a BuildScore of 5/5. Actual costs vary.

Integrations

9 known integrations

Cisco Simple ITCloud Infrastructure ServicesConnectWise ChatConnectWise CPQConnectWise Reports and DashboardsCRM SystemsMicrosoft Office 365Microsoft TeamsRMM Software