ConnectWise PSA™
Professional service automation (PSA) software
MENU
What's Next?

Manage your business with the features you need

Features Comparison

ConnectWise PSA™

Features

Basic

Standard

Premium

Project management

checkmark.png

checkmark.png

checkmark.png

Ticketing

checkmark.png

checkmark.png

checkmark.png

Resource management

Keep employees accountable by assigning them to tasks, tickets, and scheduled events.

checkmark.png

checkmark.png

checkmark.png

SLA management

Keep employees accountable by assigning them to tasks, tickets, and scheduled events.

checkmark.png

checkmark.png

checkmark.png

MSP/RMM integration

checkmark.png

checkmark.png

checkmark.png

Customer Portal

checkmark.png

checkmark.png

checkmark.png

Email connector

Maintain email communication with your clients within tickets. Also create new tickets when they email you.

checkmark.png

checkmark.png

checkmark.png

ConnectWise Chat

Handle and resolve multiple chat sessions with clients.

Optional

checkmark.png

checkmark.png

Knowledge base

checkmark.png

checkmark.png

Features
Basic
Standard
Premium

Time tracking

checkmark.png

checkmark.png

checkmark.png

Expense tracking

checkmark.png

checkmark.png

checkmark.png

Features
Basic
Standard
Premium

Company & contact management

checkmark.png

checkmark.png

checkmark.png

Asset management

Configurations - Define, update, and maintain your client's device information.

checkmark.png

checkmark.png

checkmark.png

User-based billing

Sync client Active Directory contacts in ConnectWise PSA for proper "per user" billing.

checkmark.png

checkmark.png

Active Directory integration

checkmark.png

checkmark.png

Features
Basic
Standard
Premium

Opportunity management

checkmark.png

checkmark.png

checkmark.png

Sales management

checkmark.png

checkmark.png

Marketing

Basic - Send marketing messages to multiple clients.

checkmark.png

checkmark.png

Advanced marketing

Marketing campaign management

Optional

checkmark.png

Features
Basic
Standard
Premium

Procurement & inventory

Optional

checkmark.png

checkmark.png

Features
Basic
Standard
Premium

Billing & finance

checkmark.png

checkmark.png

checkmark.png

GL integration

Sync invoices, expenses, and procurement items to different accounting packages.

checkmark.png

checkmark.png

Contract management

Agreements

checkmark.png

checkmark.png

Features
Basic
Standard
Premium

Standard reports

checkmark.png

checkmark.png

checkmark.png

Cloud database access*

Extract useful data from the cloud to help you build reports.

Optional

Optional

checkmark.png

Report writer

Generate, build, and send custom reports.

checkmark.png

checkmark.png

Features
Basic
Standard
Premium

Sub-contractor licenses

Optional

Optional

Streamline IT licenses

Allow your clients to use a part of your instance of ConnectWise PSA to maintain their internal IT department.

Optional

Optional

QuickBooks™ online integration

checkmark.png

checkmark.png

Office 365® billing, monitoring & management

checkmark.png

checkmark.png

Cloud infrastructure billing, monitoring & management

checkmark.png

Cisco Simple IT billing, monitoring & management

checkmark.png

Features
Basic
Standard
Premium

Calendar synchronization

Sync Outlook and Google calendar events to and from ConnectWise PSA.

checkmark.png

checkmark.png

checkmark.png

Workflow automation

checkmark.png

checkmark.png

checkmark.png

Mobile application

checkmark.png

checkmark.png

checkmark.png

Change approvals

Maintain proper Change Management requests inside ConnectWise PSA.

checkmark.png

checkmark.png

Custom Fields

Create custom fields to fit your unique processes

checkmark.png

checkmark.png

Sandbox

Optional

Optional

checkmark.png

Virtual admin

Utilize a certified ConnectWise expert to maintain your instance of ConnectWise PSA

Optional

Optional

Virtual DBA

DB optimization - Utilize a certified ConnectWise DBA expert to maintain your instance of the ConnectWise PSA database.

Optional

Optional

Features
Basic
Standard
Premium

Basic support

Support access via chat, email, online assets, and community

checkmark.png

Standard support

Basic support package plus outbound phone support and extended support hours.

Available for Purchase

checkmark.png

checkmark.png

Premium support

Standard support package plus 24/7/365 support, Customer Relationship manager, and faster response times

Available for Purchase

Available for Purchase

Available for Purchase