ConnectWise PSA™ Features Comparison
Manage your business with the features you need
Features |
Basic |
Standard |
Premium |
| Project management | Up to 3 | Unlimited* | Unlimited* |
| Ticketing | ✅ | ✅ | ✅ |
|
Resource management Keep employees accountable by assigning them to tasks, tickets, and scheduled events. |
✅ | ✅ | ✅ |
|
SLA management Keep employees accountable by assigning them to tasks, tickets, and scheduled events. |
✅ | ✅ | ✅ |
|
MSP/RMM integration |
✅ | ✅ | ✅ |
| Customer Portal | ✅ | ✅ | ✅ |
|
Email connector Maintain email communication with your clients within tickets. Also create new tickets when they email you. |
✅ | ✅ | ✅ |
|
ConnectWise Chat Handle and resolve multiple chat sessions with clients. |
Optional | ✅ | ✅ |
| Knowledge base | ✅ | ✅ |
Features |
Basic |
Standard |
Premium |
|
Time tracking
|
✅ | ✅ | ✅ |
|
Expense tracking
|
✅ | ✅ | ✅ |
Features |
Basic |
Standard |
Premium |
| Company & contact management | ✅ | ✅ | |
| 24/7 community forum access | ✅ | ✅ | |
|
Peer review Quickly gather feedback from co-workers and colleagues before sending off your quote. |
✅ | ✅ | |
| Reporting & business analytics | ✅ | ✅ | |
|
Contract approval lockdown Keeps quotes from being edited after the customer has approved the order. |
✅ | ✅ | |
|
Sales team management Restricts quote templates and access for users. |
✅ | ||
|
Location management Logos and addresses for multiple company locations. |
✅ | ||
| Management approvals | ✅ | ||
|
Achievement system Give sales reps a way to track their accomplishments. |
✅ |
Features |
Basic |
Standard |
Premium |
| Opportunity management | ✅ | ✅ | ✅ |
| Sales management | ✅ | ✅ | |
|
Marketing Basic - Send marketing messages to multiple clients. |
✅ | ✅ | |
|
Advanced marketing Marketing campaign management |
Optional | ✅ |
Features |
Basic |
Standard |
Premium |
| Procurement & inventory | Optional | ✅ | ✅ |
Features |
Basic |
Standard |
Premium |
|
Billing & finance
|
✅ | ✅ | ✅ |
|
GL integration Sync invoices, expenses, and procurement items to different accounting packages. |
✅ | ✅ | |
|
Contract management Agreements. |
✅ | ✅ |
Features |
Basic |
Standard |
Premium |
| Standard reports | ✅ | ✅ | ✅ |
|
Cloud database access* Extract useful data from the cloud to help you build reports. |
Optional | Optional | ✅ |
|
Report writer Generate, build, and send custom reports. |
✅ | ✅ |
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 | ✅ | ✅ | |
| Office 365® billing, monitoring & management | ✅ | ✅ | |
| Cloud infrastructure billing, monitoring & management | ✅ | ||
| Cisco Simple IT billing, monitoring & management | ✅ |
Features |
Basic |
Standard |
Premium |
| Implementation | Available for Purchase | Available for Purchase | |
| Add-on consulting | Available for Purchase | Available for Purchase | |
| Form design | Available for Purchase | Available for Purchase | |
| Order Porter design | Available for Purchase | Available for Purchase |
Features |
Basic |
Standard |
Premium |
|
Basic support Support access via chat, email, online assets, and community |
✅ | ||
|
Standard support Basic support package plus outbound phone support and extended support hours. |
Available for Purchase | ✅ | ✅ |
|
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 |