Average Ratings 38 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

ConnectWise PSA (formerly ConnectWise Manage) a robust business management platform, is designed for companies that offer service and support technology. ConnectWise PSA is trusted by more than 100,000 users. It offers a wealth features that enable teams to achieve greater accountability and operational efficiency. ConnectWise PSA includes help desk, billing and time tracking, project management, agreement management, sales and marketing, procurement and reporting tools. ConnectWise PSA™ (formerly ConnectWise Manage) is an award-winning professional services automation (PSA) solution that connects your entire operation. It creates a single view via a single data layer, so you can clarify and streamline what’s actually happening in your business.

Description

Your business and its relationships with clients are constantly evolving. Without investing significant time in analyzing numbers to produce a static spreadsheet, it might be challenging to pinpoint specific areas where financial inefficiencies exist and where revenue opportunities are being missed. MSPCFO equips you with detailed insights, enabling you to determine which agreements, engineers, and clients contribute positively to your profits, and which ones may be diminishing your financial success month after month. Our advanced business intelligence platform offers over 50 real-time reports, granting you the capability to identify, assess, and monitor the factors influencing revenue growth and those that hinder profitability. The vital information required to enhance your revenue streams is embedded within your PSA; release it today. By utilizing MSPCFO, you can uncover the intricate data necessary to discern the profitability of your agreements and teams, ultimately allowing you to make informed decisions that will lead to increased earnings moving forward.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveDEMAND
CSP Control Center
CWDash
CloudRadial
ConnectBooster
Contact Science
CrewHu
Dialpad Sell
Domotz
ITBoost
ITQuoter
Invarosoft
Jira
Motileo
Netreo
PowerDMARC
QuoteWerks
Salesforce
Zomentum
bvoip

Integrations

ActiveDEMAND
CSP Control Center
CWDash
CloudRadial
ConnectBooster
Contact Science
CrewHu
Dialpad Sell
Domotz
ITBoost
ITQuoter
Invarosoft
Jira
Motileo
Netreo
PowerDMARC
QuoteWerks
Salesforce
Zomentum
bvoip

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$175 per 3 users per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

www.connectwise.com/platform/business-management/psa

Vendor Details

Company Name

MSPCFO

Founded

2012

Country

United States

Website

www.mspcfo.com/msp-software

Product Features

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

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