It's All About The Setup!
January 14, 2025

It's All About The Setup!

Eileen Wilson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with ConnectWise PSA

I am a ConnectWise PSA and CPQ Consultant, so I use it every day in many different environments to address many problems that are unique from client to client. We also use PSA at Pivotal Crew (my company) as well. It's our backbone for running our business.

Pros

  • Time Tracking
  • Ticket Tracking
  • Invoicing
  • Recurring/Contract Billing (Agreements)

Cons

  • More workflow triggers
  • Known Issues Resolved in a Timely Manner
  • Management Support Requests
  • Managing Projects
  • Managing Sales
There's a lot to this program so there's a learning curve but if it's setup right, it's very usable and user friendly.

Do you think ConnectWise PSA delivers good value for the price?

Yes

Are you happy with ConnectWise PSA's feature set?

Yes

Did ConnectWise PSA live up to sales and marketing promises?

Yes

Did implementation of ConnectWise PSA go as expected?

Yes

Would you buy ConnectWise PSA again?

Yes

If you are an MSP or a reactive/proactive provider of services, ConnectWise is a great tool. It's all about the setup however you need to have it setup correctly from the start, because if you do not, things can go bad and get confusing. Setup, Setup, Setup!!

ConnectWise PSA Feature Ratings

Incident and problem management
10.0
Organize and prioritize service tickets
10
Subscription-based notifications
10
ITSM collaboration and documentation
10
Ticket creation and submission
10
Ticket response
10
Self Help Community
10.0
External knowledge base
10
Internal knowledge base
Not Rated
Multi-Channel Help
9.7
Customer portal
9
Email support
10
Help Desk CRM integration
10

Comments

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