ConnectWise PSA Review Insights

Score8.1 out of 10

408 Reviews and Ratings

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Insights from ConnectWise PSA Reviewers

Based on 9 verified reviews published in the last 18 months

What positive or negative impact (i.e. Return on Investment or ROI) has BrightGauge had on your overall business objectives?

9 answered

BrightGauge has positively impacted business objectives for surveyed organizations, primarily by enhancing operational visibility and driving efficiencies. A majority of reviewers, 5 of 9, cited improved business visibility, enabling better tracking of profitability by division, agreement, and customer, as well as clearer insights into technician utilization. These enhanced insights appear to contribute to more efficient operations, with 3 of 9 reviewers noting significant time savings and improved internal communication, particularly in invoicing and data management. Furthermore, the platform has been linked to direct financial gains, as 2 of 9 reviewers reported increased revenue from securing new clients and ensuring client renewals. The ability to create performance gauges also contributed to a reported increase in team performance and a more advanced understanding of capacity, as highlighted by 2 of 9 reviewers, suggesting a comprehensive positive return on investment across several key business areas.

Improved Business Visibility

5 mentions

BrightGauge significantly enhances business visibility, allowing organizations to track key metrics and performance ind…

BrightGauge significantly enhances business visibility, allowing organizations to track key metrics and performance indicators more effectively. Reviewers noted that this improved visibility extends to understanding gross profit margins by agreement and customer, as well as the utilization rates of technical staff. This detailed insight helps leadership identify profitable areas and optimize resource allocation, as mentioned by 5 of 9 reviewers.

Efficiency and Time Savings

3 mentions

BrightGauge has been instrumental in streamlining operations and reducing the time spent on administrative tasks. Revie…

BrightGauge has been instrumental in streamlining operations and reducing the time spent on administrative tasks. Reviewers highlighted more efficient invoicing processes and improved communication between technical and finance teams, leading to better data accuracy. This efficiency translates into more time for employees to engage with clients, rather than duplicating data entry across multiple systems, as observed by 3 of 9 reviewers.

Increased Revenue and Client Payments

2 mentions

The platform has directly contributed to revenue growth and improved client payment processes for some organizations. R…

The platform has directly contributed to revenue growth and improved client payment processes for some organizations. Reviewers indicated that the ability to showcase data tracking through BrightGauge helped secure new business, leading to substantial recurring revenue gains. Additionally, it aids in capturing all renewals, ensuring consistent income streams, as cited by 2 of 9 reviewers.

Performance Improvement

2 mentions

The use of BrightGauge has led to measurable improvements in team performance and a deeper understanding of operational…

The use of BrightGauge has led to measurable improvements in team performance and a deeper understanding of operational capacity. Reviewers reported that customized performance gauges have focused teams on client follow-up, resulting in significant performance increases. The platform also provides advanced insights into staff utilization, allowing for better workforce management, as noted by 2 of 9 reviewers.

Besides ConnectWise PSA, what other software do you regularly use? How likely would you be to recommend it to a friend or colleague?

9 answered

Reviews indicate that accounting and IT management software are commonly used alongside ConnectWise PSA. QuickBooks, a widely recognized accounting solution, was mentioned by 33% of reviewers as a tool they regularly utilize. Its various versions, including Desktop Enterprise, Online, and Desktop Pro, suggest a diverse adoption across different business needs. Similarly, N-able, an IT management suite, was cited by 22% of reviewers for components such as Passportal and N-central. While both solutions are clearly integrated into the operational workflows of the surveyed users, the sentiment for both was categorized as mixed, implying that while they are prevalent, user experiences or preferences for specific functionalities may vary. This suggests that while these tools are standard choices, organizations may encounter different levels of satisfaction or specific use cases that influence their overall perception.

QuickBooks

3 mentions

QuickBooks is a frequently used accounting software among reviewers, with a third of the sample mentioning its regular…

QuickBooks is a frequently used accounting software among reviewers, with a third of the sample mentioning its regular use. The different versions cited, such as Desktop Enterprise, Online, and Desktop Pro, indicate its broad application across various business sizes and operational preferences. While it is a common choice, the mixed sentiment suggests that experiences with its functionality or specific versions may differ among users.

N-able

2 mentions

N-able is another significant software suite mentioned by 22% of reviewers, primarily for its IT management components…

N-able is another significant software suite mentioned by 22% of reviewers, primarily for its IT management components like Passportal and N-central. Its inclusion highlights its role in supporting the operational needs of these businesses alongside their PSA. The mixed sentiment implies that while N-able products are integrated into workflows, user satisfaction or specific feature experiences may not be universally positive.

Describe how you use BrightGauge in your organization. What are the business problems the product addresses and what is the scope of your use case?

9 answered

BrightGauge is primarily utilized by organizations as a comprehensive tool for managing their service operations, particularly integrating with existing Professional Services Automation (PSA) platforms. A majority of reviewers, 5 out of 9, highlight its critical role in managing ticketing systems, including service tickets, projects, and related operational aspects. Beyond ticketing, the product functions as a foundational element for business operations, with 44% of reviewers describing it as the backbone for running their managed services and project businesses. Its capabilities extend to robust data analysis and reporting, which 22% of reviewers praised for its customizability and efficiency in generating reports and tracking costs. This analytical power also translates into enhanced client service insights, as noted by 22% of reviewers, enabling organizations to monitor customer satisfaction and provide clients with transparency into their service environments.

Ticketing System

5 mentions

BrightGauge is widely used to integrate with and enhance existing ticketing systems, primarily ConnectWise PSA. Reviewe…

BrightGauge is widely used to integrate with and enhance existing ticketing systems, primarily ConnectWise PSA. Reviewers indicate that it facilitates the management of service tickets, projects, and other related operational tasks, streamlining workflows for technicians. This integration helps in tracking performance metrics and managing trouble tickets across the organization.

Business Operations Backbone

4 mentions

The product serves as a core operational system for businesses, particularly for managed services providers (MSPs). Fou…

The product serves as a core operational system for businesses, particularly for managed services providers (MSPs). Four out of nine reviewers emphasized its role as the fundamental platform for managing various aspects of their business, from daily operations to project execution. It is seen as essential for running and making operations more efficient.

Client Service Insights

2 mentions

BrightGauge provides valuable insights into client satisfaction and service performance. Reviewers appreciate its abili…

BrightGauge provides valuable insights into client satisfaction and service performance. Reviewers appreciate its ability to track CSAT statistics, allowing them to identify satisfied customers and those requiring more attention. Furthermore, it enables organizations to share environmental metrics and performance data directly with clients, enhancing transparency.

Data Analysis and Reporting

2 mentions

The platform offers robust capabilities for data analysis and reporting, which is a significant advantage for users. Tw…

The platform offers robust capabilities for data analysis and reporting, which is a significant advantage for users. Two of nine reviewers highlighted the highly customizable gauges and dashboards, which provide a strong tool for tracking data. It is also noted for its efficiency in generating various reports, tracking costs, and integrating seamlessly with financial systems.

Please provide some detailed examples of areas where BrightGauge has room for improvement.

9 answered

Reviewers identified several areas where BrightGauge could enhance its functionality and user experience, primarily focusing on reporting capabilities, user interface, and operational efficiencies. A third of reviewers, for instance, indicated that reporting within the platform is challenging and expressed a desire for more customizable options, sometimes noting issues with data accuracy due to incomplete triggers. Similarly, 3 of 9 reviewers suggested that the user interface needs modernization, citing a lack of variety and clunky elements within certain sections. Operational concerns were also prominent, with a third of reviewers highlighting the need for more robust workflow triggers. Additionally, 22% of reviewers pointed to difficulties in managing large volumes of tickets and improving the ticket search functionality. Another 22% of reviewers expressed concerns regarding the responsiveness of support, indicating that resolutions for known issues could be more timely.

Reporting and Customization

3 mentions

Reviewers frequently cited limitations in BrightGauge's reporting features, expressing a need for greater customization…

Reviewers frequently cited limitations in BrightGauge's reporting features, expressing a need for greater customization options. The difficulty in generating desired reports was a recurring theme, with one reviewer noting that not all service boards consistently trigger the system, potentially leading to inaccurate data. This suggests a desire for more flexible and reliable data representation.

UI/UX Improvements

3 mentions

A third of reviewers indicated that the user interface (UI) of BrightGauge could benefit from updates and more variety.…

A third of reviewers indicated that the user interface (UI) of BrightGauge could benefit from updates and more variety. Specific feedback highlighted an outdated appearance and a clunky interface within certain sections, such as the Goals feature. These observations suggest a need for a more modern and intuitive user experience.

Workflow and Triggers

3 mentions

Reviewers expressed a desire for more extensive workflow triggers within the platform. Concerns were raised that not al…

Reviewers expressed a desire for more extensive workflow triggers within the platform. Concerns were raised that not all service boards consistently trigger BrightGauge, which can lead to incomplete or false data. This indicates a need for enhanced automation and more comprehensive data capture capabilities.

Ticket Handling and Search

2 mentions

Two of nine reviewers pointed out specific challenges related to ticket management within BrightGauge. Issues included…

Two of nine reviewers pointed out specific challenges related to ticket management within BrightGauge. Issues included the system's performance when handling a large volume of internal tickets, leading to crashes, and difficulties with the ticket search function, where exact ticket numbers sometimes failed to yield results. These suggest areas for improvement in scalability and search accuracy.

Support Responsiveness

2 mentions

Concerns regarding the responsiveness and timeliness of support were noted by 22% of reviewers. While uptime was genera…

Concerns regarding the responsiveness and timeliness of support were noted by 22% of reviewers. While uptime was generally considered dependable, reviewers found that support response times could be slow when issues arose. There was also a desire for known issues to be resolved in a more prompt manner.

Please provide some detailed examples of things that BrightGauge does particularly well.

9 answered

BrightGauge is frequently recognized by reviewers for its capabilities in operational management, particularly in handling core business processes. A significant portion of reviewers, over half (56%), commend its proficiency in both ticket management and time tracking, highlighting its utility in monitoring service desk operations and employee labor. The platform's ability to manage incoming customer tickets and track time against various entities, such as clients and individual technicians, is consistently noted. Furthermore, BrightGauge is valued for its data visualization and customization features, which allow users to present complex SQL queries in diverse formats like graphs and meters, as cited by 22% of reviewers. This customizability extends to KPI creation and monitoring, enabling users to set up alerts for critical operational metrics, thereby enhancing proactive management. Invoicing capabilities are also positively mentioned by a third of reviewers, indicating a comprehensive approach to managing client billing.

Ticket Management

5 mentions

BrightGauge is frequently cited for its effective ticket management features, with over half of reviewers (56%) noting…

BrightGauge is frequently cited for its effective ticket management features, with over half of reviewers (56%) noting its ability to handle incoming customer tickets efficiently. Users appreciate its capacity to track and manage the volume of support requests, particularly during periods of high incoming ticket counts. This functionality helps organizations maintain oversight of their service desk operations.

Time Tracking

5 mentions

The platform's time tracking capabilities are positively highlighted by over half of reviewers (56%), who find it effec…

The platform's time tracking capabilities are positively highlighted by over half of reviewers (56%), who find it effective for monitoring employee labor. Reviewers specifically mention its utility in tracking time against individual clients, per technician, and across different business units, providing detailed insights into resource allocation and project costs. This granular tracking aids in operational efficiency and client billing.

Invoicing

3 mentions

BrightGauge is recognized by a third of reviewers for its proper handling of customer invoicing. This feature is apprec…

BrightGauge is recognized by a third of reviewers for its proper handling of customer invoicing. This feature is appreciated for its ability to accurately bill clients, contributing to the financial management aspects of businesses. The system's invoicing functions streamline the billing process for users.

Data Visualization and Customization

2 mentions

Reviewers commend BrightGauge for its robust data visualization and customization options, as noted by 22% of the feedb…

Reviewers commend BrightGauge for its robust data visualization and customization options, as noted by 22% of the feedback. The platform allows for SQL queries to be presented in various formats, such as lists, graphs, and meters, offering flexibility in how data is interpreted. This deep customizability enables users to tailor reporting to their specific analytical needs.

KPI Creation and Monitoring

2 mentions

The ability to create, manage, and monitor Key Performance Indicators (KPIs) is a valued aspect of BrightGauge, cited b…

The ability to create, manage, and monitor Key Performance Indicators (KPIs) is a valued aspect of BrightGauge, cited by 22% of reviewers. Users appreciate the system's capacity to set up notifications for critical operational events, such as a high number of outstanding priority one issues. This functionality supports proactive management and timely intervention based on performance metrics.