Average Ratings 38 Ratings

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Average Ratings 0 Ratings

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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

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Auvik Yes 
BrightGauge Yes 
ConnectBooster Yes 
ConnectWise Automate Yes 
CrewHu Yes 
Domotz Yes 
HubSpot CRM Yes 
Hudu Yes 
IT Glue Yes 
ITBoost Yes 
Liongard Yes 
NinjaOne Yes 
QuoteWerks Yes 
Quoter Yes 
Rewst Yes 
Salesforce Yes 
Simplesat Yes 
SmileBack Yes 
TimeZest Yes 
Wise-Pay Yes 

Integrations

Auvik Yes 
BrightGauge Yes 
ConnectBooster Yes 
ConnectWise Automate Yes 
CrewHu Yes 
Domotz Yes 
HubSpot CRM Yes 
Hudu Yes 
IT Glue Yes 
ITBoost Yes 
Liongard Yes 
NinjaOne Yes 
QuoteWerks Yes 
Quoter Yes 
Rewst Yes 
Salesforce Yes 
Simplesat Yes 
SmileBack Yes 
TimeZest Yes 
Wise-Pay Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$60 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ConnectWise

Founded

1982

Country

United States

Website

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

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Product Features

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat Yes 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

IT Management

Capacity Monitoring Yes 
Compliance Management No 
Event Logs Yes 
Hardware Inventory No 
IT Budgeting Yes 
License Management Yes 
Patch Management Yes 
Remote Access Yes 
Scheduling Yes 
Software Inventory No 
User Activity Monitoring Yes 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management No 
Knowledge Management Yes 
Release Management No 
Self Service Portal Yes 
Service Catalog Yes 
Service Reporting Yes 
Ticket Management Yes 

ITSM

Asset Tracking Yes 
Availability Management Yes 
Change Management No 
Configuration Management Yes 
Contract/License Management Yes 
Dashboard Yes 
Incident Management No 
Problem Management Yes 
Project Management Yes 
Release & Deployment Management No 
Self Service Portal Yes 

MSP

Backup Management Yes 
Billing & Invoicing Yes 
CRM Yes 
Dashboard Yes 
Help Desk Yes 
Issue Management Yes 
Live Chat Yes 
Patch Management Yes 
Privileged Access Management (PAM) No 
Project Management Yes 
Remote Access Yes 
Remote Systems Monitoring Yes 
Scheduling Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools No 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation No 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

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