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

Octayne PSA is a comprehensive platform that automates time and expense data collection, approvals, and invoicing, designed specifically for professional services organizations. Integrating with widely used tools like Microsoft Outlook, Google Calendar, and Jira, it automatically captures scheduled meetings and tasks to create accurate time records without manual input. The platform leverages AI to convert project notes into detailed time entries, speeding up billing and ensuring accuracy. Octayne PSA also provides real-time analytics through digital dashboards and exportable reports to monitor project performance and financial health. It serves a range of professional sectors including technology service providers, management consultants, marketing agencies, IT teams, accounting firms, and law offices. By unifying time tracking, expense management, and billing, Octayne PSA eliminates tool sprawl and reduces manual workload. Its AI-driven features help accelerate invoice cycles and improve compliance. This enables organizations to increase efficiency, reduce administrative burdens, and focus on client delivery.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Jira Yes 
Microsoft Outlook Yes 
BizRatings Yes 
BrightGauge Yes 
Budgyt Yes 
CloudRadial Yes 
ConnectWise Identify Assessment Yes 
CrewHu Yes 
Flowgear Yes 
Help Desk Migration Yes 
Hudu Yes 
IT Glue Yes 
MSP360 Managed Backup Yes 
OpenText Core Endpoint Protection Yes 
PowerDMARC Yes 
Quoter Yes 
ScalePad Backup Radar Yes 
SyncSmart Yes 
bvoip Yes 

Integrations

Google Calendar Yes 
Jira Yes 
Microsoft Outlook Yes 
BizRatings No 
BrightGauge No 
Budgyt No 
CloudRadial No 
ConnectWise Identify Assessment No 
CrewHu No 
Flowgear No 
Help Desk Migration No 
Hudu No 
IT Glue No 
MSP360 Managed Backup No 
OpenText Core Endpoint Protection No 
PowerDMARC No 
Quoter No 
ScalePad Backup Radar No 
SyncSmart No 
bvoip No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$5.99/user/month
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 No 
iPad App No 
Android App No 
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 No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

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

Vendor Details

Company Name

Octayne Technologies, Inc.

Founded

2025

Country

United States

Website

octayne.ai/

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

Professional Services Automation

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

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