ConnectWise

ConnectWise PSA

Composite Score

7.7 /10

CX Score

7.7 /10

57 Reviews Write a Review

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What is ConnectWise PSA?

Best practices in project management require two essential elements: collaboration and coordination. ConnectWise gives you both, ensuring a smooth-running project from beginning to end. Whatever you can imagine from a project management tool, you can do with ConnectWise and its integrated project management capabilities and system-generated templates.

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ConnectWise PSA Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on ConnectWise PSA.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

84 Likeliness to Recommend

1
Since last award

88 Plan to Renew

1
Since last award

79 Satisfaction of Cost Relative to Value

2
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+74 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love ConnectWise PSA?

4% Negative

7% Neutral

89% Positive

Pros

Respectful
Reliable
Efficient Service
Fair

Cons

Slower Product Innovation

Feature Ratings

Average 77

Security

Resource Management

Task Management and Workflow

Team Collaboration

Expense Detail Tracking

Auditability

Knowledgebase

Project Management

Time Management

Reporting

Process Automation

Vendor Capability Ratings

Average 75

Breadth of Features

Ease of IT Administration

Business Value Created

Quality of Features

Ease of Data Integration

Usability and Intuitiveness

Ease of Implementation

Ease of Customization

Availability and Quality of Training

Product Strategy and Rate of Improvement

Vendor Support

ConnectWise PSA Reviews

Eileen W.

Role: C-Level
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jan 2025

It's All About Setup Setup Setup!!

Likeliness to Recommend

10 /10

What differentiates ConnectWise PSA from other similar products?

I am a CW PSA/CPQ consultant. I have a finance and specifically professional services finance/billing background. CW by far was a LIFESAVER when it came to invoicing compared to many other PSA's I had used. Invoicing is a breeze, if your system is setup correctly. If needed, get a consultant like me to help with the implementation, it will save you in the long run as it does have a steep learning curve if you're coming in blind.

What is your favorite aspect of this product?

Invoicing, invoicing, invoicing. I have seen many PSA's and by far CW has the easiest invoicing, as long as you setup the system correctly and it's used correctly.

What do you dislike most about this product?

I don't dislike it, because they have a great knowledge base, but it can have a steep learning curve because there's SO MUCH to the product. The setup is super important and imperative to get correct. But if you set it up correctly from the start... you will enjoy using this product very much.

What recommendations would you give to someone considering this product?

How long does invoicing take you? Are you copying and pasting time notes or products etc.. and manually creating invoices? Do you print invoices to get them reviewed and approved? If so, checkout CW PSA. All that manual work goes away and use the routing feature for invoice approvals that keeps everything in cw, no more printing of paper!!

Pros

Helps Innovate
Performance Enhancing
Enables Productivity
Acts with Integrity

Cassie K.

Role: C-Level
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2025

Fantastic product when configured properly

Likeliness to Recommend

10 /10

What differentiates ConnectWise PSA from other similar products?

The built in reports, project management module and accounting integrations

What is your favorite aspect of this product?

Highly customizable and ability to easily create automation of processes

What do you dislike most about this product?

Lack of feature enhancements in the last few years

What recommendations would you give to someone considering this product?

Definitely work with a consultant for your implementation

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

Parth M.

Role: Consultant
Industry: Consulting
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Jul 2024

Comprehensive Ease to Use tool

Likeliness to Recommend

10 /10

What differentiates ConnectWise PSA from other similar products?

The effective ticket management feature which simplifies ticket creation ,tracking , and resolution makes it different from the competitors.The Robust reporting offers extensive reporting features allowing the data driven decision making that is far above from the competitors.

What is your favorite aspect of this product?

In my aspect it excels in providing a comprehensive suite of features for IT service providers and MSPs. It outperform the competition in terms of ticket management and time tracking, making my favourite aspect with complex service workflows.

What do you dislike most about this product?

In initial I find learning curve challenging due to its comprehensive feature set.Can improve the connectivity.

What recommendations would you give to someone considering this product?

Businesses who want to upgrade or start can choose ConnectWise PSA as it sets apart by offering an all encompassing solution tailored specifically for IT service providers and MSPs.If business wants to prioritise comprehensive features and efficiency then go for this . It is worth considering.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

ConnectWise PSA

What is ConnectWise PSA?

Company Details

Book a Free Demo Today!

Awards & Recognition

ConnectWise PSA Ratings

84 Likeliness to Recommend

1 Since last award

88 Plan to Renew

1 Since last award

79 Satisfaction of Cost Relative to Value

2 Since last award

Emotional Footprint Overview

+74 Net Emotional Footprint

How much do users love ConnectWise PSA?

Pros

Cons

Feature Ratings Average rating of all product features, some of which may not be shown below

Security Permits customers to use their identity provider of choice to manage their sign on

Resource Management Define and manage skillsets and align to specific blueprints/workshops, easily adjust and delete bookings based on resource utilization and staffing needs

Task Management and Workflow Supports triggers and events for process automation.

Team Collaboration Allows multiple users to comment on, mark-up, annotate, or edit a document. Provides team sites, workspaces or other landing areas that enhance productivity.

Expense Detail Tracking Expense information related to the expense, including reason, attendees, project and/or client information, and whether an expense is re-billable to a client.

Auditability All changes to contracts are fully audit-trailed to improve controls

Knowledgebase Allows users to create knowledgebase articles, metadata tags, creation data and author's name

Project Management Plan all resources needed to execute projects

Time Management Includes time tracking or recording, automatic timer, and timesheets.

Reporting Straightforward data storage with ability to create any reports easily.

Process Automation Supports process design with a point-and-click interface that lets user build processes

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

ConnectWise PSA Reviews

Eileen W.

It's All About Setup Setup Setup!!

Likeliness to Recommend

Pros

Cassie K.

Fantastic product when configured properly

Likeliness to Recommend

Pros

Parth M.

Comprehensive Ease to Use tool

Likeliness to Recommend

Pros

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Feature Ratings

Security

Resource Management

Task Management and Workflow

Team Collaboration

Expense Detail Tracking

Auditability

Knowledgebase

Project Management

Time Management

Reporting

Process Automation

Vendor Capability Ratings

Breadth of Features

Ease of IT Administration

Business Value Created

Quality of Features

Ease of Data Integration

Usability and Intuitiveness

Ease of Implementation

Ease of Customization

Availability and Quality of Training

Product Strategy and Rate of Improvement

Vendor Support