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ConnectWise PSA

ConnectWise PSA
Formerly ConnectWise Manage

Overview

What is ConnectWise PSA?

ConnectWise PSA (formerly Manage) is a business management platform for companies that sell, service, and support technology. The platform is cloud-based and integrates automation, help desk and customer service, sales, marketing, project management, and business analytics. It is the hub…

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Recent Reviews

TrustRadius Insights

ConnectWise is a versatile platform that has proven to be indispensable for businesses across various industries. Users have found …
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Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 13 features
  • Organize and prioritize service tickets (82)
    5.0
    50%
  • Ticket response (81)
    4.8
    48%
  • Customer portal (74)
    4.2
    42%
  • Ticket creation and submission (82)
    3.8
    38%

Reviewer Pros & Cons

View all pros & cons
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Pricing

View all pricing

Subscription

$35.00

On Premise
Per Tech Per Month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://info.connectwise.com/manage/bof…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Catalyst ConnectWise Manage Integration

YouTube
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Features

Incident and problem management

Streamlining ticketing and service restoration processes

4.4
Avg 7.9

Self Help Community

Features that allow customers to self-service for support issues.

4
Avg 7.7

Multi-Channel Help

Features related to providing customer service and support via different communication channels. Communications are organized by ticket/customer/channel for the convenience of agents.

4.5
Avg 7.7
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Product Details

What is ConnectWise PSA?

ConnectWise PSA (formerly Manage) is presented as a business management platform for companies that sell, service, and support technology. According to the vendor, the product supports 110,000 users and helps them achieve greater accountability, operational efficiency, and profitability. The platform is cloud-based and integrates business-process automation, help desk and customer service, sales, marketing, project management, and business analytics in order to streamline a company's operations.

ConnectWise PSA is the hub of the ConnectWise suite, a set of solutions for technology solution providers that aims to give an end-to-end view and total control over their business.

ConnectWise also gives its users access to a network of ideas, experts, and solutions. ConnectWise has been in business for more than 15 years.

ConnectWise PSA Features

Incident and problem management Features

  • Supported: Organize and prioritize service tickets
  • Supported: Expert directory
  • Supported: Subscription-based notifications
  • Supported: ITSM collaboration and documentation
  • Supported: Ticket creation and submission
  • Supported: Ticket response
  • Supported: Automated responses
  • Supported: Attachments/Screencasts
  • Supported: SLA management

Self Help Community Features

  • Supported: Forums
  • Supported: External knowledge base
  • Supported: Internal knowledge base
  • Supported: Q and A
  • Supported: Surveys/polls

Multi-Channel Help Features

  • Supported: Customer portal
  • Supported: Live help chat
  • Supported: Phone support
  • Supported: IVR
  • Supported: Call scripting
  • Supported: Social integration
  • Supported: Email support
  • Supported: Help Desk CRM integration

ConnectWise PSA Screenshots

Screenshot of Service Ticket ExampleScreenshot of Ticket TemplateScreenshot of Work Plan TemplateScreenshot of Calendar TimeScreenshot of Meeting InvitesScreenshot of My CalendarScreenshot of Sales Overview

ConnectWise PSA Videos

ConnectWise PSA Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Australia, New Zealand, United Kingdom
Supported LanguagesEnglish

Frequently Asked Questions

ConnectWise PSA (formerly Manage) is a business management platform for companies that sell, service, and support technology. The platform is cloud-based and integrates automation, help desk and customer service, sales, marketing, project management, and business analytics. It is the hub of the ConnectWise suite.

Datto Autotask PSA, Salesforce Sales Cloud, and Rev.io PSA are common alternatives for ConnectWise PSA.

Reviewers rate Subscription-based notifications highest, with a score of 5.6.

The most common users of ConnectWise PSA are from Small Businesses (1-50 employees).

ConnectWise PSA Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)80%
Mid-Size Companies (51-500 employees)20%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(373)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

ConnectWise is a versatile platform that has proven to be indispensable for businesses across various industries. Users have found ConnectWise to be a valuable tool for managing projects, service tickets, and sales leads. The software allows organizations to centrally manage customers, assets, and service tickets, making it easier to track and prioritize tasks.

ConnectWise plays an integral role in streamlining operations and enhancing customer support for managed technology services providers. It facilitates communication with both existing clients and prospects, allowing sales teams to effectively manage relationships and monitor project progress. ConnectWise's seamless integration with other software tools further enhances its functionality, making it the central hub for all information.

Furthermore, users appreciate how ConnectWise helps with accounting and finance tasks by requiring timely entry of time and expenses. It assists with project/service billing, sales projection, budgeting, invoicing, and reporting, providing users with a comprehensive solution for financial management. ConnectWise also offers features like scheduling, time entry, ticket tracking, and workflow automation, enabling organizations to organize workflow efficiently, capture lost time, increase revenue, and maintain historical information.

ConnectWise University comes highly recommended as it provides users with a thorough understanding of the software's capabilities. Whether used for CRM, sales management, help desk support, marketing, or inventory management, ConnectWise proves to be a valuable business management system that caters to diverse needs. With its ability to integrate with other products and offer web access and smartphone versions, ConnectWise ensures accessibility and convenience for users on-the-go.

Overall, ConnectWise manages to address the essential requirements of organizations by providing a robust platform for managing clients, projects, finances, and workflows. It has become an integral part of many businesses' day-to-day operations while contributing to enhanced productivity and improved customer service experiences.

User-Friendly Interface: Users have consistently praised ConnectWise Manage for its user-friendly interface, with many stating that it is easy to navigate and perform tasks quickly. The intuitive design enhances productivity and ensures a positive user experience.

Integrated Sales and Equipment Tracking: The platform's integrated sales and equipment tracking feature has been highly regarded by users. It allows for seamless tracking of sales activities and equipment, streamlining the overall sales process. This functionality has received positive feedback from multiple reviewers.

Accountability Loops and Service Ticket Management: ConnectWise Manage is recognized for its ability to create accountability loops both internally and with customers. This feature ensures that all tasks and responsibilities are tracked and completed, promoting efficient collaboration and customer satisfaction. Additionally, users value the service ticket management feature as it helps manage both reactive and proactive tickets, ensuring timely resolution and proactive maintenance. Multiple reviewers have highlighted the importance of these features in their positive reviews.

Outdated and Clunky User Interface: Many users have expressed difficulty with the ConnectWise user interface, stating that it is outdated, clunky, and non-intuitive compared to other CRM systems. They hope for an upgrade to improve the overall experience.

Challenging Reporting Functionality: Users have found ad-hoc reporting and reporting on multiple projects to be challenging. They have also mentioned limitations in the reporting functionality, such as requiring manual exporting of information to gain useful insights.

Lack of Customization Options: Users have expressed dissatisfaction with the lack of customization options for fields, reporting, and views in ConnectWise. They feel restricted by the static nature of the platform and would like more flexibility in tailoring it to their specific needs.

Based on user reviews, ConnectWise Manage users commonly recommend the following:

  1. Check integration capabilities: It is important to verify if the software integrates with other tools before making a purchase. This ensures smooth workflows and efficient operations.

  2. Allocate ample time for configuration: Users advise setting aside plenty of time for product configuration. This allows for optimal customization of the software's functionalities to meet specific business needs.

  3. Seek external support and training: Due to some users' experiences of limited support from ConnectWise Manage, they suggest taking advantage of the courses and support offered by ConnectWise Manage or considering third-party implementation services for successful implementation and ongoing usage.

These recommendations emphasize the significance of integration capabilities, careful configuration, and external support in effectively utilizing ConnectWise Manage.

Attribute Ratings

Reviews

(1-25 of 98)
Companies can't remove reviews or game the system. Here's why
Score 1 out of 10
Vetted Review
Verified User
Incident and problem management (6)
33.333333333333336%
3.3
Organize and prioritize service tickets
40%
4.0
Expert directory
30%
3.0
Subscription-based notifications
40%
4.0
ITSM collaboration and documentation
30%
3.0
Ticket creation and submission
20%
2.0
Ticket response
40%
4.0
Self Help Community
N/A
N/A
Multi-Channel Help (3)
43.33333333333333%
4.3
Customer portal
40%
4.0
Email support
50%
5.0
Help Desk CRM integration
40%
4.0
Steve Muenstermann | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incident and problem management (5)
62%
6.2
Organize and prioritize service tickets
70%
7.0
Subscription-based notifications
100%
10.0
ITSM collaboration and documentation
30%
3.0
Ticket creation and submission
50%
5.0
Ticket response
60%
6.0
Self Help Community (2)
30%
3.0
External knowledge base
10%
1.0
Internal knowledge base
50%
5.0
Multi-Channel Help (5)
50%
5.0
Customer portal
50%
5.0
IVR
50%
5.0
Social integration
50%
5.0
Email support
50%
5.0
Help Desk CRM integration
50%
5.0
Score 1 out of 10
Vetted Review
Verified User
Incident and problem management (6)
10%
1.0
Organize and prioritize service tickets
10%
1.0
Expert directory
10%
1.0
Subscription-based notifications
10%
1.0
ITSM collaboration and documentation
10%
1.0
Ticket creation and submission
10%
1.0
Ticket response
10%
1.0
Self Help Community (2)
10%
1.0
External knowledge base
10%
1.0
Internal knowledge base
10%
1.0
Multi-Channel Help (5)
10%
1.0
Customer portal
10%
1.0
IVR
10%
1.0
Social integration
10%
1.0
Email support
10%
1.0
Help Desk CRM integration
10%
1.0
March 28, 2022

Great CMS for MSPs

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
66.66666666666667%
6.7
Organize and prioritize service tickets
80%
8.0
Expert directory
N/A
N/A
Subscription-based notifications
80%
8.0
ITSM collaboration and documentation
80%
8.0
Ticket creation and submission
80%
8.0
Ticket response
80%
8.0
Self Help Community (2)
80%
8.0
External knowledge base
80%
8.0
Internal knowledge base
80%
8.0
Multi-Channel Help (5)
14%
1.4
Customer portal
N/A
N/A
IVR
N/A
N/A
Social integration
N/A
N/A
Email support
N/A
N/A
Help Desk CRM integration
70%
7.0
Bernado Carlos | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
90%
9.0
Organize and prioritize service tickets
90%
9.0
Expert directory
90%
9.0
Subscription-based notifications
90%
9.0
ITSM collaboration and documentation
90%
9.0
Ticket creation and submission
90%
9.0
Ticket response
90%
9.0
Self Help Community (2)
90%
9.0
External knowledge base
90%
9.0
Internal knowledge base
90%
9.0
Multi-Channel Help (5)
90%
9.0
Customer portal
90%
9.0
IVR
90%
9.0
Social integration
90%
9.0
Email support
90%
9.0
Help Desk CRM integration
90%
9.0
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
86.66666666666666%
8.7
Organize and prioritize service tickets
80%
8.0
Expert directory
80%
8.0
Subscription-based notifications
90%
9.0
ITSM collaboration and documentation
90%
9.0
Ticket creation and submission
90%
9.0
Ticket response
90%
9.0
Self Help Community (2)
80%
8.0
External knowledge base
80%
8.0
Internal knowledge base
80%
8.0
Multi-Channel Help (5)
84%
8.4
Customer portal
80%
8.0
IVR
90%
9.0
Social integration
80%
8.0
Email support
80%
8.0
Help Desk CRM integration
90%
9.0
Daren Anderson, MSIS | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
96.66666666666666%
9.7
Organize and prioritize service tickets
100%
10.0
Expert directory
100%
10.0
Subscription-based notifications
100%
10.0
ITSM collaboration and documentation
100%
10.0
Ticket creation and submission
90%
9.0
Ticket response
90%
9.0
Self Help Community (2)
90%
9.0
External knowledge base
90%
9.0
Internal knowledge base
90%
9.0
Multi-Channel Help (5)
90%
9.0
Customer portal
90%
9.0
IVR
90%
9.0
Social integration
90%
9.0
Email support
90%
9.0
Help Desk CRM integration
90%
9.0
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (4)
100%
10.0
Organize and prioritize service tickets
100%
10.0
ITSM collaboration and documentation
100%
10.0
Ticket creation and submission
100%
10.0
Ticket response
100%
10.0
Self Help Community (1)
100%
10.0
Internal knowledge base
100%
10.0
Multi-Channel Help (2)
100%
10.0
Email support
100%
10.0
Help Desk CRM integration
100%
10.0
Stella Heesom | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incident and problem management (6)
11.666666666666668%
1.2
Organize and prioritize service tickets
10%
1.0
Expert directory
10%
1.0
Subscription-based notifications
10%
1.0
ITSM collaboration and documentation
10%
1.0
Ticket creation and submission
10%
1.0
Ticket response
20%
2.0
Self Help Community (2)
40%
4.0
External knowledge base
70%
7.0
Internal knowledge base
10%
1.0
Multi-Channel Help (3)
10%
1.0
Customer portal
10%
1.0
Email support
10%
1.0
Help Desk CRM integration
10%
1.0
Angela Heid | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
75%
7.5
Organize and prioritize service tickets
90%
9.0
Expert directory
N/A
N/A
Subscription-based notifications
80%
8.0
ITSM collaboration and documentation
100%
10.0
Ticket creation and submission
100%
10.0
Ticket response
80%
8.0
Self Help Community (2)
90%
9.0
External knowledge base
90%
9.0
Internal knowledge base
90%
9.0
Multi-Channel Help (3)
83.33333333333334%
8.3
Customer portal
70%
7.0
Email support
90%
9.0
Help Desk CRM integration
90%
9.0
Cameron Rainey | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
95%
9.5
Organize and prioritize service tickets
100%
10.0
Expert directory
100%
10.0
Subscription-based notifications
100%
10.0
ITSM collaboration and documentation
90%
9.0
Ticket creation and submission
80%
8.0
Ticket response
100%
10.0
Self Help Community (2)
100%
10.0
External knowledge base
100%
10.0
Internal knowledge base
100%
10.0
Multi-Channel Help (5)
58%
5.8
Customer portal
100%
10.0
IVR
90%
9.0
Social integration
N/A
N/A
Email support
100%
10.0
Help Desk CRM integration
N/A
N/A
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
70%
7.0
Organize and prioritize service tickets
90%
9.0
Expert directory
50%
5.0
Subscription-based notifications
40%
4.0
ITSM collaboration and documentation
70%
7.0
Ticket creation and submission
90%
9.0
Ticket response
80%
8.0
Self Help Community (2)
70%
7.0
External knowledge base
80%
8.0
Internal knowledge base
60%
6.0
Multi-Channel Help (5)
50%
5.0
Customer portal
80%
8.0
IVR
N/A
N/A
Social integration
10%
1.0
Email support
80%
8.0
Help Desk CRM integration
80%
8.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
51.66666666666667%
5.2
Organize and prioritize service tickets
80%
8.0
Expert directory
70%
7.0
Subscription-based notifications
N/A
N/A
ITSM collaboration and documentation
N/A
N/A
Ticket creation and submission
70%
7.0
Ticket response
90%
9.0
Self Help Community (2)
N/A
N/A
External knowledge base
N/A
N/A
Internal knowledge base
N/A
N/A
Multi-Channel Help (5)
14%
1.4
Customer portal
N/A
N/A
IVR
N/A
N/A
Social integration
N/A
N/A
Email support
70%
7.0
Help Desk CRM integration
N/A
N/A
Rob Rotundo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (5)
56%
5.6
Organize and prioritize service tickets
70%
7.0
Subscription-based notifications
60%
6.0
ITSM collaboration and documentation
30%
3.0
Ticket creation and submission
60%
6.0
Ticket response
60%
6.0
Self Help Community (2)
45%
4.5
External knowledge base
50%
5.0
Internal knowledge base
40%
4.0
Multi-Channel Help (3)
63.33333333333333%
6.3
Customer portal
70%
7.0
Email support
60%
6.0
Help Desk CRM integration
60%
6.0
Score 1 out of 10
Vetted Review
Verified User
Incident and problem management (3)
76.66666666666667%
7.7
Organize and prioritize service tickets
80%
8.0
Ticket creation and submission
70%
7.0
Ticket response
80%
8.0
Self Help Community (1)
10%
1.0
Internal knowledge base
10%
1.0
Multi-Channel Help (2)
40%
4.0
Customer portal
40%
4.0
Help Desk CRM integration
40%
4.0
Score 4 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
35%
3.5
Organize and prioritize service tickets
70%
7.0
Expert directory
40%
4.0
Subscription-based notifications
N/A
N/A
ITSM collaboration and documentation
40%
4.0
Ticket creation and submission
30%
3.0
Ticket response
30%
3.0
Self Help Community (2)
50%
5.0
External knowledge base
50%
5.0
Internal knowledge base
50%
5.0
Multi-Channel Help (3)
23.333333333333336%
2.3
Customer portal
40%
4.0
Email support
20%
2.0
Help Desk CRM integration
10%
1.0
Jeremy Kushner | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
93.33333333333334%
9.3
Organize and prioritize service tickets
90%
9.0
Expert directory
90%
9.0
Subscription-based notifications
90%
9.0
ITSM collaboration and documentation
90%
9.0
Ticket creation and submission
100%
10.0
Ticket response
100%
10.0
Self Help Community (2)
90%
9.0
External knowledge base
90%
9.0
Internal knowledge base
90%
9.0
Multi-Channel Help (5)
36%
3.6
Customer portal
90%
9.0
IVR
N/A
N/A
Social integration
N/A
N/A
Email support
90%
9.0
Help Desk CRM integration
N/A
N/A
Score 2 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
N/A
N/A
Organize and prioritize service tickets
N/A
N/A
Expert directory
N/A
N/A
Subscription-based notifications
N/A
N/A
ITSM collaboration and documentation
N/A
N/A
Ticket creation and submission
N/A
N/A
Ticket response
N/A
N/A
Self Help Community (2)
N/A
N/A
External knowledge base
N/A
N/A
Internal knowledge base
N/A
N/A
Multi-Channel Help (5)
N/A
N/A
Customer portal
N/A
N/A
IVR
N/A
N/A
Social integration
N/A
N/A
Email support
N/A
N/A
Help Desk CRM integration
N/A
N/A
Score 1 out of 10
Vetted Review
Verified User
Incident and problem management (4)
10%
1.0
Organize and prioritize service tickets
10%
1.0
ITSM collaboration and documentation
10%
1.0
Ticket creation and submission
10%
1.0
Ticket response
10%
1.0
Self Help Community (2)
10%
1.0
External knowledge base
10%
1.0
Internal knowledge base
10%
1.0
Multi-Channel Help (3)
10%
1.0
IVR
10%
1.0
Email support
10%
1.0
Help Desk CRM integration
10%
1.0
Kyle Forward | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
100%
10.0
Organize and prioritize service tickets
100%
10.0
Expert directory
100%
10.0
Subscription-based notifications
100%
10.0
ITSM collaboration and documentation
100%
10.0
Ticket creation and submission
100%
10.0
Ticket response
100%
10.0
Self Help Community (2)
85%
8.5
External knowledge base
100%
10.0
Internal knowledge base
70%
7.0
Multi-Channel Help (3)
100%
10.0
Customer portal
100%
10.0
Email support
100%
10.0
Help Desk CRM integration
100%
10.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
58.33333333333333%
5.8
Organize and prioritize service tickets
80%
8.0
Expert directory
80%
8.0
Subscription-based notifications
50%
5.0
ITSM collaboration and documentation
N/A
N/A
Ticket creation and submission
70%
7.0
Ticket response
70%
7.0
Self Help Community (2)
50%
5.0
External knowledge base
50%
5.0
Internal knowledge base
50%
5.0
Multi-Channel Help (5)
32%
3.2
Customer portal
80%
8.0
IVR
N/A
N/A
Social integration
N/A
N/A
Email support
N/A
N/A
Help Desk CRM integration
80%
8.0
James Buchholz | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
95%
9.5
Organize and prioritize service tickets
100%
10.0
Expert directory
70%
7.0
Subscription-based notifications
100%
10.0
ITSM collaboration and documentation
100%
10.0
Ticket creation and submission
100%
10.0
Ticket response
100%
10.0
Self Help Community (2)
85%
8.5
External knowledge base
90%
9.0
Internal knowledge base
80%
8.0
Multi-Channel Help (3)
100%
10.0
Customer portal
100%
10.0
Email support
100%
10.0
Help Desk CRM integration
100%
10.0
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (6)
N/A
N/A
Organize and prioritize service tickets
N/A
N/A
Expert directory
N/A
N/A
Subscription-based notifications
N/A
N/A
ITSM collaboration and documentation
N/A
N/A
Ticket creation and submission
N/A
N/A
Ticket response
N/A
N/A
Self Help Community (1)
70%
7.0
Internal knowledge base
70%
7.0
Multi-Channel Help (5)
42%
4.2
Customer portal
80%
8.0
IVR
N/A
N/A
Social integration
N/A
N/A
Email support
50%
5.0
Help Desk CRM integration
80%
8.0
October 16, 2019

Leaves You Wanting More

Score 3 out of 10
Vetted Review
Verified User
Incentivized
Incident and problem management (4)
52.5%
5.3
Organize and prioritize service tickets
20%
2.0
Subscription-based notifications
10%
1.0
Ticket creation and submission
100%
10.0
Ticket response
80%
8.0
Self Help Community (2)
70%
7.0
External knowledge base
70%
7.0
Internal knowledge base
70%
7.0
Multi-Channel Help
N/A
N/A
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