What users are saying about
Top Rated
244 Ratings
Top Rated
244 Ratings
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Score 7.6 out of 100
18 Ratings
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Score 7.6 out of 100

Likelihood to Recommend

ConnectWise Manage

Wouldn't be good for small businesses and unless you are providing work that needs to be generated by a ticket, this wouldn't be for you. It's great for companies that need to log specific information for customers and record time entered by employees. It's good for project management, keeping track of financials and time
Alissa Levanway | TrustRadius Reviewer

FinancialForce PSA

PSA is great at capturing all the data you would need to accurately track and report on consulting projects. It captures project financials, calculates projected GM%, and (among others) allows for hourly tracking of employees, which breaks it up between billable and non-billable for utilization tracking to accurately understand costs. However, the user interface is tough to learn, and the stability of the data reporting functions is questionable. This tool would be great for smaller consulting shops that fit the standard contracting mold. If your business is fairly straightforward without a lot of shades of gray, you shouldn't have much trouble with the tool. However, if your business practices have a lot of exceptions based on clients, then you'll have a tall administrative task on your hands.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Incident and problem management

ConnectWise Manage
7.2
FinancialForce PSA
Organize and prioritize service tickets
ConnectWise Manage
7.4
FinancialForce PSA
Expert directory
ConnectWise Manage
7.3
FinancialForce PSA
Subscription-based notifications
ConnectWise Manage
6.6
FinancialForce PSA
ITSM collaboration and documentation
ConnectWise Manage
6.2
FinancialForce PSA
Ticket creation and submission
ConnectWise Manage
7.9
FinancialForce PSA
Ticket response
ConnectWise Manage
8.0
FinancialForce PSA

Self Help Community

ConnectWise Manage
6.3
FinancialForce PSA
External knowledge base
ConnectWise Manage
6.6
FinancialForce PSA
Internal knowledge base
ConnectWise Manage
6.0
FinancialForce PSA

Multi-Channel Help

ConnectWise Manage
5.8
FinancialForce PSA
Customer portal
ConnectWise Manage
6.9
FinancialForce PSA
IVR
ConnectWise Manage
4.2
FinancialForce PSA
Social integration
ConnectWise Manage
4.0
FinancialForce PSA
Email support
ConnectWise Manage
6.5
FinancialForce PSA
Help Desk CRM integration
ConnectWise Manage
7.5
FinancialForce PSA

Project Management

ConnectWise Manage
FinancialForce PSA
6.0
Task Management
ConnectWise Manage
FinancialForce PSA
8.0
Resource Management
ConnectWise Manage
FinancialForce PSA
8.0
Gantt Charts
ConnectWise Manage
FinancialForce PSA
7.0
Scheduling
ConnectWise Manage
FinancialForce PSA
7.0
Workflow Automation
ConnectWise Manage
FinancialForce PSA
4.0
Team Collaboration
ConnectWise Manage
FinancialForce PSA
2.1
Support for Agile Methodology
ConnectWise Manage
FinancialForce PSA
5.1
Support for Waterfall Methodology
ConnectWise Manage
FinancialForce PSA
7.0
Document Management
ConnectWise Manage
FinancialForce PSA
5.0
Email integration
ConnectWise Manage
FinancialForce PSA
3.0
Mobile Access
ConnectWise Manage
FinancialForce PSA
5.0
Timesheet Tracking
ConnectWise Manage
FinancialForce PSA
8.0
Change request and Case Management
ConnectWise Manage
FinancialForce PSA
6.0
Budget and Expense Management
ConnectWise Manage
FinancialForce PSA
8.0

Professional Services Automation

ConnectWise Manage
FinancialForce PSA
6.7
Quotes/estimates
ConnectWise Manage
FinancialForce PSA
3.0
Invoicing
ConnectWise Manage
FinancialForce PSA
7.0
Project & financial reporting
ConnectWise Manage
FinancialForce PSA
8.0
Integration with accounting software
ConnectWise Manage
FinancialForce PSA
8.7

Pros

ConnectWise Manage

  • Manage's GUI is fantastic and easy to use.
  • Makes it very simple to create support tickets and organize them.
  • The different boards in Manage are what really make this product great.
  • Being able to lay everything out and easily organize to our liking is a huge plus!
  • Being customer friendly is another aspect I like.
  • The portal is easy to setup and easy for clients to use.
  • We use this feature heavily as an MSP.
John Trevino | TrustRadius Reviewer

FinancialForce PSA

  • The biggest strength of FinancialForce PSA is that it's built upon the force.com platform, which means it is very easily customizable to our business needs.
  • Projects are easily created, as well as milestones and assignments.
  • "Actuals" (dollars and hours) are calculated automatically, and are easily reported on.
  • Resources are easily managed by using the Resource Planner
  • FinancialForce PSA support is outstanding!
Luke Fitzwater | TrustRadius Reviewer

Cons

ConnectWise Manage

  • The inventory and procurement module could use some work. It is often difficult to navigate through. A cycle count option would be a great addition as well.
  • More customization would be great especially in the PO emails.
  • The StreamLine IT function, while great, could use some improvement. It is difficult to setup and can at times interfere with other things that we do.
  • The invoices are perhaps the ugliest. A straight forward customizable invoice template, not a report that adds 20 steps to the process, would be a huge improvement.
Sebastian Abbinanti | TrustRadius Reviewer

FinancialForce PSA

  • The product is still maturing as a full featured PSA tool. The feature roadmap is compelling but is still being built out.
  • Tool is ideal for managing a services business. It is not yet a project manager tool.
  • Limited reporting
  • Maturing change order process
  • Limited integration to back-end financial systems beyond Financial Force Financials. We use Netsuite.
  • The underlying SalesForce UI is constrained and can be keystroke intensive at times
  • Limited archiving of historical data
Anonymous | TrustRadius Reviewer

Likelihood to Renew

ConnectWise Manage

ConnectWise Manage 10.0
Based on 23 answers
ConnectWise has uniquely positioned themselves with the Modern Office Suite to have direct integration with a nearly full suite of tools for MSPs. Although each tool may not necessarily be the absolute best tool on the market, the efficiencies leveraged through direct integration make the entire suite an obvious choice for most companies.
Delano Collins | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 9.0
Based on 3 answers
There is another PSA software program that we have been looking into (DreamFactory) that could potentially replace FinancialForce PSA in our organization. Like FinancialForce PSA, it is cloud based on the force.com platform. Licensing is slightly less than FinancialForce PSA, and the Resource Management tool is far superior to FinancialForce PSA. With that said, our renewal falls in Q4 2014 and I don't foresee us implementing a new system this fiscal year.
Luke Fitzwater | TrustRadius Reviewer

Usability

ConnectWise Manage

ConnectWise Manage 8.0
Based on 15 answers
I have been using ConnectWise since 2004 and I am impressed with the progress they have made. However, there are still bugs that don't work quite like they should. If I were to run reports and get consistent answers along with a couple other annoyances, then I would score CW as a 10
Wes Jensen | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 8.0
Based on 2 answers
It is maturing and does what it does well although it is not fully complete.

Integration to SF is great.

Gives great visibility to incoming services projects and allows the staffing process to start on pipeline deals.

There are certain processes that take more click-throughs then needed so there are refinement opportunities around the UI.

The resource management screen and project status views have really matured since our original purchase, and while not perfect, allow business leaders to do their jobs.

Configurations vs. customizations. We seem to have to bring in an Apex developer to do a customization for changes I would think could be configuration settings
Anonymous | TrustRadius Reviewer

Reliability and Availability

ConnectWise Manage

ConnectWise Manage 9.1
Based on 3 answers
We use the cloud version of ConnectWise and in the last 5 years it has never been down for us during business hours. I can only recall 1 time when it was not available during off hours when we wanted to use it.
Farrell Lusher | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 9.0
Based on 1 answer
We have maybe had 1-2 outages over 3 years.
Anonymous | TrustRadius Reviewer

Performance

ConnectWise Manage

ConnectWise Manage 8.1
Based on 6 answers
Some tab for certain areas load speeds could be better. Dashboards can load slowly when they reference multiple reports. Some reports can load slowly based on the tables and views they are accessing. At times the SQL queries being performed in the background can actually timeout and a tab or screen will fail to load.
David Pavuk | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 7.0
Based on 1 answer
Most of the time it is fine. There are peak periods of usage where performance noticably slows down (i.e., Monday mornings when time is due and many reports are being run)
Anonymous | TrustRadius Reviewer

Support Rating

ConnectWise Manage

ConnectWise Manage 2.8
Based on 12 answers
The front line support techs are wildly inconsistent when it comes to the level of support. Sometimes you get someone who just wants to throw links to University documentation at you, sometimes you get someone who truly tries to understand your issue and confers with peers and managers to find an answer, and sometimes you get someone who just wants to create a ticket and escalate immediately. If you ask three different techs the same question you will probably get three different answers, one of them being, "That's not possible."
Jennifer Henney | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 9.0
Based on 3 answers
Every time I submit a new help request, whether it's an actual help request or just a question about FinancialForce PSA, I always feel that I'm receiving world class support. The support we receive from FinancialForce PSA is always very detailed and professional. There are some requests that take longer than other for the initial response, which is why I did not give a full 10.
Luke Fitzwater | TrustRadius Reviewer

In-Person Training

ConnectWise Manage

No answers on this topic

FinancialForce PSA

It was fine.
Anonymous | TrustRadius Reviewer

Online Training

ConnectWise Manage

ConnectWise Manage 6.2
Based on 7 answers
We are a telecoms company. Whilst CW were very happy to sell us their product and tell us how good it is for telecoms. All the training material is geared towards IT MSP's. The on-line training material was virtually useless. We found the implementation a bit of a joke. They tried telling us 12 hours of implementation time would be sufficient to launch the product. We erred on the side of caution and paid for 24 hours. This was quickly eaten away and we were nowhere near ready to go-live. I find the on-line chat facility is of much more use for us.
Graham Green | TrustRadius Reviewer

FinancialForce PSA

No score
No answers yet
No answers on this topic

Implementation Rating

ConnectWise Manage

ConnectWise Manage 1.0
Based on 3 answers
Thoroughly review the training at ConnectWise University BEFORE starting. Ask questions to other partners - there is a huge community that is more than willing to help. Lastly, I recommend getting ConnectWise Consulting to help - it's a BIG product, and the money you spend on consulting will pay for itself by helping you and your team get off to a running start (in the right direction)
Delano Collins | TrustRadius Reviewer

FinancialForce PSA

FinancialForce PSA 8.0
Based on 1 answer
Appirio did a good job, however, the user team didn’t know enough to make all the right configuration/customization choices. The team focused too much on replicating existing processes vs. reengineering them. In hindsight we should have had deep dive reviews at key milestones and enforced more focus on how the software would operate. We didn’t have access to true best practices expertise. In hindsight, a consultant from the outside would have been helpful to drive this.
Anonymous | TrustRadius Reviewer

Alternatives Considered

ConnectWise Manage

Our business was formed through the relationship between two separate business owners, one who utilized Labtech RMM products only and myself who had used the Solarwinds RMM product and eventually their Service Desk product. One look at Connectwise manage showed that it was a significantly more developed product at the time, something that would stack up well with the likes of AutoTask. It was an easy decision to transition to the Connectwise line of products and operate in a cohesive environment supported by a single vendor. As we move forward, we are excited to bring on other products that integrate into the Automate product, allowing us to offer additional services to our customers that can be managed and monitored in one location.
Daryn O'Shea | TrustRadius Reviewer

FinancialForce PSA

FF PSA is a robust Project Management solution that can be configured to fits any size business. We have tried several other applications and PSA so far has met and exceeded our needs. We run our day to day operations on Salesforce so having a solution that is native was a must have. PSA met that requirement and much more.
Machell Enke | TrustRadius Reviewer

Scalability

ConnectWise Manage

ConnectWise Manage 8.0
Based on 6 answers
ConnectWise seems to have a good understanding of the IT service industry. During the required onboarding training, they even preach configuring only features that you need right now, as you can always scale up later. The feature set for the most part takes into considerations all aspects of an IT business, whether small or enterprise, or growing from one to the next.
Nicolas Poague | TrustRadius Reviewer

FinancialForce PSA

No score
No answers yet
No answers on this topic

Return on Investment

ConnectWise Manage

  • ConnectWise has contributed to being more accurate with our Engineers time keeping. Being able to track everything to very granular detail has been beneficial.
  • Pre-planning and recurring service tickets for companies has been a big benefit as well. Love being able to set it and forget it.
  • Having more options on time entries has allowed our Field Engineers to become more granular with the time spent on site. It has allowed us to capture more follow up opportunities to get back in front of the Client to show them.
Carson Hagan, ITILv3 | TrustRadius Reviewer

FinancialForce PSA

  • FinancialForce PSA has helped us improve our data tracking and allows us to get more granular about our financial information and performance.
  • PSA has given more tools and reports to individual contributors to take greater ownership over their own data, and has increased accountability across the organization.
  • PSA has added a fairly hefty administrative burden to individuals, project managers, and our financial team.
Anonymous | TrustRadius Reviewer

Screenshots

FinancialForce PSA

Pricing Details

ConnectWise Manage

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

FinancialForce PSA

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

ConnectWise Manage
7.0
FinancialForce PSA
5.1

Likelihood to Renew

ConnectWise Manage
10.0
FinancialForce PSA
9.0

Usability

ConnectWise Manage
8.0
FinancialForce PSA
8.0

Reliability and Availability

ConnectWise Manage
9.1
FinancialForce PSA
9.0

Performance

ConnectWise Manage
8.1
FinancialForce PSA
7.0

Support Rating

ConnectWise Manage
2.8
FinancialForce PSA
9.0

Online Training

ConnectWise Manage
6.2
FinancialForce PSA

Implementation Rating

ConnectWise Manage
1.0
FinancialForce PSA
8.0

Scalability

ConnectWise Manage
8.0
FinancialForce PSA

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