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

Introducing a robust MSP IT Roadmap application specifically designed for vCIOs that enables the creation of precise 5-Year IT Roadmap plans for clients quickly and efficiently, leveraging real-time updates on warranty details, purchase dates, and end-of-life timelines. This tool enhances project planning, facilitates agreement modifications, and streamlines asset replacement processes while ensuring warranties are thoroughly tracked. Users can prepare quarterly reports for QBRs in significantly less time, allowing for proactive client budgeting with reliable forecasts for cloud services, hardware, software, and other IT solutions. Additionally, the app generates customizable reports, budgets, and summaries that can be tailored with distinct branding options such as colors and logos for a professional touch. To further enhance user experience, the application includes comprehensive help features that provide ease of navigation and continuous support, ensuring that vCIOs can deliver exceptional service to their clients. With these capabilities, the app not only simplifies the management of IT assets but also empowers clients to make informed decisions about their IT investments.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ConnectWise Automate Yes 
AlertOps Yes 
BeeCastle Yes 
Budgyt Yes 
CrewHu Yes 
CyberFOX Password Manager Yes 
Delinea Cloud Access Controller Yes 
Domotz Yes 
Exclaimer Yes 
Help Desk Migration Yes 
Microsoft Dynamics SL Yes 
Motileo Yes 
NinjaOne Yes 
Pulseway Yes 
Sage 50 Yes 
ScalePad Yes 
ScalePad Lifecycle Insights Yes 
Wise-Sync Yes 
bvoip Yes 
pulseM Yes 

Integrations

ConnectWise Automate Yes 
AlertOps No 
BeeCastle No 
Budgyt No 
CrewHu No 
CyberFOX Password Manager No 
Delinea Cloud Access Controller No 
Domotz No 
Exclaimer No 
Help Desk Migration No 
Microsoft Dynamics SL No 
Motileo No 
NinjaOne No 
Pulseway No 
Sage 50 No 
ScalePad No 
ScalePad Lifecycle Insights No 
Wise-Sync No 
bvoip No 
pulseM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$79 per 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) No 
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

Propel Your MSP

Founded

2018

Country

Canada

Website

www.propelyourmsp.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

MSP

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

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