Average Ratings 38 Ratings

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Average Ratings 0 Ratings

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Description

ConnectWise PSA (formerly ConnectWise Manage) a robust business management platform, is designed for companies that offer service and support technology. ConnectWise PSA is trusted by more than 100,000 users. It offers a wealth features that enable teams to achieve greater accountability and operational efficiency. ConnectWise PSA includes help desk, billing and time tracking, project management, agreement management, sales and marketing, procurement and reporting tools. ConnectWise PSA™ (formerly ConnectWise Manage) is an award-winning professional services automation (PSA) solution that connects your entire operation. It creates a single view via a single data layer, so you can clarify and streamline what’s actually happening in your business.

Description

Designed exclusively for professional services firms, this solution aims to enhance productivity, foster collaboration, and drive profitability. At the core of your business are the people and the projects they handle. This is precisely why Deltek developed Vantagepoint, a robust and user-friendly platform that facilitates the management of projects from inception to completion. Deltek Vantagepoint offers a comprehensive view of your projects, consolidating client, project, and financial information into one accessible location. This integration supports the ability to make informed tactical and strategic decisions, leading to a more efficient, productive, and profitable organization. Manage all project-related data in a centralized hub, encompassing everything from pursuit and proposal stages to planning and financial oversight. Achieve visibility throughout your organization, guiding projects from their initiation to their successful completion. This platform not only provides actionable insights for better decision-making but also promotes teamwork and collaboration through a unified tool, while delivering a streamlined and intuitive user experience. Ultimately, Deltek Vantagepoint empowers your team to work smarter and more cohesively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AI Autopilot Yes 
Acronis Cyber Protect Yes 
Addigy Yes 
BrightGauge Yes 
ConnectWise ScreenConnect Yes 
FMIS Asset Management No 
Field Nation Yes 
Goverlan Reach Yes 
HubSpot Customer Platform Yes 
Insightly Yes 
Josys Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics GP Yes 
Nango Yes 
Newforma No 
Paminga Yes 
ScalePad Cognition360 Yes 
SmileBack Yes 
SuperIT Yes 
SyncMonkey Yes 

Integrations

AI Autopilot No 
Acronis Cyber Protect No 
Addigy No 
BrightGauge No 
ConnectWise ScreenConnect No 
FMIS Asset Management Yes 
Field Nation No 
Goverlan Reach No 
HubSpot Customer Platform No 
Insightly No 
Josys No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics GP No 
Nango No 
Newforma Yes 
Paminga No 
ScalePad Cognition360 No 
SmileBack No 
SuperIT No 
SyncMonkey No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$30.00/month/user
Starting price $30.00/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

www.connectwise.com/platform/business-management/psa

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com

Product Features

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat Yes 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

IT Management

Capacity Monitoring Yes 
Compliance Management No 
Event Logs Yes 
Hardware Inventory No 
IT Budgeting Yes 
License Management Yes 
Patch Management Yes 
Remote Access Yes 
Scheduling Yes 
Software Inventory No 
User Activity Monitoring Yes 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management No 
Knowledge Management Yes 
Release Management No 
Self Service Portal Yes 
Service Catalog Yes 
Service Reporting Yes 
Ticket Management Yes 

ITSM

Asset Tracking Yes 
Availability Management Yes 
Change Management No 
Configuration Management Yes 
Contract/License Management Yes 
Dashboard Yes 
Incident Management No 
Problem Management Yes 
Project Management Yes 
Release & Deployment Management No 
Self Service Portal Yes 

MSP

Backup Management Yes 
Billing & Invoicing Yes 
CRM Yes 
Dashboard Yes 
Help Desk Yes 
Issue Management Yes 
Live Chat Yes 
Patch Management Yes 
Privileged Access Management (PAM) No 
Project Management Yes 
Remote Access Yes 
Remote Systems Monitoring Yes 
Scheduling Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools No 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation No 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

ERP

Accounting Integration No 
Accounting Management No 
CRM Yes 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management Yes 
HR Management Yes 
Inventory Management No 
Order Management No 
Project Management Yes 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools Yes 
Document Management No 
Portfolio Management No 
Project Management Yes 
Proposal Generation No 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

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