A more profitable way to run your MSP

Professional services automation (PSA) software helps managed service providers organize service delivery and business operations. It connects ticketing, project management, time tracking, billing, and reporting so teams can coordinate work, account for technician time, and review financial performance. 

ConnectWise PSA brings these activities together, reducing manual handoffs between service, sales, and finance. 

ConnectWise PSA links technician time entries to tickets, projects, clients, and agreements so teams can review work performed and account for billable activity. Billing workflows bring service activity and agreement information together to help teams identify missing charges and discrepancies before preparing invoices. 

This connection reduces manual reconciliation and helps prevent completed work from going unbilled. 

ConnectWise PSA supports integrations with CRM and accounting systems to connect customer information and financial workflows. The records shared, direction of synchronization, and available actions vary by integration. 

You can explore certified integrations in the ConnectWise Marketplace™ or review your specific CRM or accounting system with our team to confirm compatibility, setup requirements, and how information moves between systems. 

ConnectWise RMM monitors managed devices, while ConnectWise PSA organizes the service work and business processes around them. Together, they can turn device alerts into service tickets and connect managed devices with client agreements. 

Technicians can track the work needed to resolve an issue, while billing teams can account for the devices being supported. If you use another RMM, confirm which data and workflows its PSA integration supports.

ConnectWise PSA tracks service-level agreement (SLA) targets within the service workflow. Alerts and dashboards help teams monitor deadlines, identify tickets at risk of missing targets, and prioritize requests that need attention. 

Reporting helps managers review performance against those targets and identify recurring service gaps.

ConnectWise Service Desk Agents™ work inside ConnectWise PSA to classify and route tickets, automate documentation, and help technicians resolve requests. They use ticket history, customer information, and service workflows to determine next steps and carry out service tasks. 

By handling repetitive triage, dispatch, and administrative work, AI agents give technicians more time to resolve complex issues. Teams retain visibility into agent activity so they can review actions and outcomes. 

The data you can migrate depends on your current system, the records available, and the migration method. Review your financial data, agreements, and ticket history with the migration team to confirm which records can transfer and which need separate handling. 

The migration plan should define data mapping, validation, and any limitations before the move. Structured onboarding helps your team prepare for setup, training, and daily use.

ConnectWise PSA pricing depends on the package you choose. Essentials focuses on day-to-day service delivery, while Pro adds capabilities for sales, finance, procurement, and inventory. 

Request pricing for your team’s requirements, including any implementation services, integrations, or additional AI and automation capabilities you need. Confirm what is included in the proposal before comparing total costs.