Here’s a curated list of , organized by category to help you (or your team) get the most out of the PSA platform.
: Tracks product costs, agreement profitability, and monthly recurring revenue (MRR). Automated ticket templates and agreement-based billing are key features for operational efficiency. connectwise manage
ConnectWise PSA (formerly ConnectWise Manage) is a comprehensive Professional Services Automation (PSA) platform designed for Managed Service Providers (MSPs) and technology companies to centralize business operations. It functions as a "single pane of glass" for managing customer relationships, service delivery, and financial tracking. SonicWall +2 Core Functionality Ticketing & Service Desk: Provides a centralized system for tracking services delivered via Service Desk tickets, including labor and communication logs. Billing & Finance: Automates complex billing processes, including recurring agreements and "Additions" (billable items like subscriptions or services). Customer Relationship Management (CRM): Houses customer data, sales pipelines, and provides a unified view of all client interactions. Project Management: Allows creation of project templates with pre-defined work plans, estimated task times, and critical path tracking. Asset Documentation: Uses "Configurations" to represent and document assets managed for each customer, which can be leveraged for both IT and sales workflows. Reddit +4 Key Benefits & Integration 10 sites ConnectWise Manage/ITGlue users, what sort of internal knowledge ... May 31, 2019 — Here’s a curated list of , organized by
: Connects with tools like BrightGauge for advanced analytics, Huntress for security reporting, and IT Glue for documentation. Reporting Capabilities Sales and Marketing
ConnectWise Manage is a business management platform specifically built for technology solution providers. It is not just a ticketing system; it is a comprehensive ecosystem that integrates Project Management, Help Desk, Sales and Marketing, Procurement, and Invoicing into one interface.
| Topic | Why It Matters | |-------|----------------| | | Automate ticket status changes, email alerts, and field updates. | | Templates (Ticket / Project / Opportunity) | Enforce consistency and speed up entry. | | Configuration Management | Link assets to tickets for better history and reporting. | | Procurement & Inventory | Streamline hardware ordering, receiving, and billing. | | Time & Expense Entry Policies | Improve billing accuracy and project profitability. | | Report Writer / Dashboards | Build custom KPIs (e.g., utilization, SLA breaches). | | Security Roles & Boards | Control access per department (service, sales, finance). |