ConnectWise PSA

If setup correctly, it's a very powerful PSA and has a lot of third party integrations for automation and streamlining processes

There's some features that could be helpful but they have a roadmap that you can submit and vote on for features

I am an independent CW PSA/CPQ consultant. I have seen many instances and it's the setup that is key. If you get it setup right, it's a powerful tool!

Connectwise Help desk management includes a ticketing system with workflow automation, SLA, performance monitoring. Connectwise offers application to access their platform through mobile devices. ConnectWise works great with checking email and scheduling resources through Google Apps. It permits to your customers to see everything going behind the scenes. They have an interactive demo rather then free trial.

There are some issues with ConnectWise customer service. Workflow can be confusing sometimes. There are too many ways to do the same thing which can be confusing. There are not documentation stating the best way to choose from. ConnectWise takes lot of time and effort for implementation. Importing contact list can be tedious since you need sometimes to tweak to meet ConnectWise requirements. ConnectWise seems to lack social media integration. Un-intuitive user interface.

ConnectWise PSA is not something you simply plug in and you will be running a Professional services company. Asking for prices upon request is quite old fashioned way. ConnectWise offer other complementary solutions. Like many other competitors they offer a free trial for testing purposes. They have plenty of documentation and webinars to learn from. ConnectWise has knowledgeable support team.

Connectwise PSA is a full highlighted programming for IT organizations and inside IT divisions. Its principle capacities incorporate administration work area, administration sheets, organization areas, charging and invoicing, venture administration, and deals. The product keeps on being enhanced, and new components are included frequently. It makes so much progress that it is the reasonable business sector pioneer for PSA's to IT organizations.

Usage was appalling and required 10X the exertion expected, which was truly a weight for a littler organization that is light on authoritative staff. As different analysts have remarked, Sales guaranteed the moon however the real framework does not do what we were told, and the exertion required from us has been considerable. For instance, we were informed that importing our broad contact rundown would take minutes. It actually took three months of work, in light of the fact that our rundown must be scoured and rinsed and updated to coordinate their framework's necessities, and every record must be exclusively altered to empower task of essential business sector separation.

It is conceivable to utilize ConnectWise PSA outside of an organization system, yet I don't think that its simple and speedy to use for administration tickets, and my group is not entering data on undertakings. They may be more adept to utilize it in the event that it were quicker to stack and react. Try not to be tempted by the components until the client administration build up some simple abilities. You would prefer not to be in profound and discover them miss the mark.