Average Ratings 38 Ratings
Average Ratings 0 Ratings
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
Enhancing customer experience is essential. Implementing a sales automation system can significantly streamline both marketing and sales efforts. You can create, track, and analyze your marketing and sales activities efficiently. With marketing tools, you can design and oversee your campaigns while effectively managing inquiries. Sales automation allows you to generate and handle leads through a fully automated CRM platform. Additionally, invoicing and inventory management can be accomplished with just a single click, enabling you to generate invoices and monitor stock levels effortlessly. You can create, print, and send quotations and invoices via WhatsApp, complete with customized reports. Furthermore, managing sales and purchase orders on an employee basis becomes easier with detailed tracking reports. For inventory management, monitor your material stock through an intelligent CRM system that offers real-time insights. The project management feature helps oversee projects while tracking progress live. Task management enables you to assign and monitor project tasks on an employee-by-employee basis, complete with tracking reports. You can also manage and track project milestones using a variety of reporting formats. Finally, a ticket generation system with a customer panel enhances service delivery, ensuring that clients receive exceptional support through automation. Overall, these tools provide a comprehensive solution for optimizing your business processes and improving customer satisfaction.
API Access
Has API
No
API Access
Has API
No
Integrations
Acceptto Zero Trust Identity (CIAM)
Yes
Acronis Cyber Protect
Yes
AlertOps
Yes
BizRatings
Yes
Callture
Yes
Campaign Monitor
Yes
Evercontact
Yes
Field Nation
Yes
Google Calendar
Yes
HubSpot CRM
Yes
Integrations
Acceptto Zero Trust Identity (CIAM)
No
Acronis Cyber Protect
No
AlertOps
No
BizRatings
No
Callture
No
Campaign Monitor
No
Evercontact
No
Field Nation
No
Google Calendar
No
HubSpot CRM
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$40 per user, per year
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
Yes
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
Yes
Vendor Details
Company Name
ConnectWise
Founded
1982
Country
United States
Website
www.connectwise.com/platform/business-management/psa
Vendor Details
Company Name
Salestack
Founded
2010
Country
India
Website
www.salestack.in
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
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes