vioscaleAI
Professional Services AutomationUnclaimed

ConnectWise PSA

Professional services automation platform for managing projects, resources, and customer service delivery

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Also known as
connectwise-psa

Available worldwide

What is ConnectWise PSA?

A cloud-based software solution that helps service-focused organizations manage projects, track time and expenses, handle customer relationships, process sales workflows, and integrate with accounting systems for comprehensive business operations.

Independently observed

ConnectWise PSA pricing

Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.

Pricing as of verify at live pricing ↗Independently observed
Quote-based

Custom pricing; contact sales team for a personalized quote based on package selection.

Essentials

Contact sales
Contact sales

Core package for teams requiring ticketing, project delivery, time and expense capture, customer management, and reporting capabilities.

  • Ticketing and SLA management
  • Project management and resource management
  • Time and expense tracking
  • Reporting and business analytics
  • Knowledge Base creation
  • CSAT, NPS, and project survey capability
  • Project management
  • Ticketing
  • Resource management
  • SLA management
  • MSP/RMM integration
  • Customer Portal
  • Email connector
  • Company & Contact Management
  • 24/7 community forum access
  • Standard support

Pro

Contact sales
Contact sales

Advanced package including all Essentials features plus sales workflows, quoting and proposals, procurement management, vendor ordering, and finance system integrations.

  • Everything in Essentials
  • Quote & Proposal Creation
  • Opportunity management
  • Sales management
  • Procurement workflows
  • Vendor & Distributor Pricing & Ordering
  • Peer review
  • Contract approval lockdown
  • Sales team management
  • Location management
  • Management approvals
  • Achievement system
  • Billing & finance
  • GL integration
  • Contract management
  • Platform Workflow Automation
  • Cloud database access

Add-ons

  • RPA Bot Automation
  • Licensing
  • QuickBooks Online Integration
  • Office 365 Billing, Monitoring & Management
  • Implementation Consulting
  • Add-on Consulting
  • Form Design
  • Premium Support

What ConnectWise PSA does

The capabilities that matter for professional services automation, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.

Capabilities
Deployment model
Cloud managed saas
Resource capacity utilization tracking
-
Skills based resource allocation
-
Project profitability margin forecasting
-
Time and expense capture mobile
✓
Automated client invoicing
-
Revenue recognition module asc 606
-
Gantt chart task dependencies
-
Salesforce hubspot CRM integration
-
Netsuite quickbooks ERP sync
-
SOC2 type ii
-
ISO 27001
-
Pricing model
Quote
Independently observed

Platform & deployment

Independently observed
Platforms
  • Web
Deployment
  • Cloud / SaaS

Integrations (19)

Independently observed
security
  • Microsoft Defender for Business⇄•
  • Microsoft Sentinel•
erp
  • QuickBooks Online⇄•
productivity
  • Office 365⇄•
chat
  • Microsoft Teams⇄•
  • ConnectWise Chat⇄•
it_management
  • Cisco Simple IT⇄•
communication
  • Email←•
  • Salesforce
  • Microsoft Dynamics CRM
  • NetSuite
  • AutoTask
  • ConnectWise RMM
  • ConnectWise MDR
  • Pax8
  • SentinelOne
  • Bitdefender
  • Microsoft
  • Microsoft 365 Business Premium•

ConnectWise PSA FAQ

Common questions about ConnectWise PSA, answered from independent, dated evidence.

What is ConnectWise PSA?

ConnectWise PSA serves as a command center for IT solution providers, integrating service delivery workflows, billing operations, and AI-powered automation into a single platform. It streamlines ticketing, financial management, and cross-product coordination to reduce manual administration and improve operational efficiency. It is indexed under Professional Services Automation.

Source: https://www.connectwise.com/blog/msp-pricing-strategies

What platforms does ConnectWise PSA support?

We have confirmed browser-based access to ConnectWise PSA. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.

Source: https://www.connectwise.com/platform/cpq/request-pricing/compare-features

What does ConnectWise PSA integrate with?

We have confirmed 12 integrations for ConnectWise PSA, including Salesforce, Microsoft Dynamics CRM, NetSuite, AutoTask, ConnectWise RMM, ConnectWise MDR, Pax8 and SentinelOne, plus 4 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.

Source: https://www.connectwise.com/blog/msp-pricing-strategies

What security certifications does ConnectWise PSA have?

We have independently confirmed GDPR for ConnectWise PSA. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as ConnectWise PSA not holding them. Always confirm compliance directly before you rely on it.

Source: https://www.connectwise.com/platform/wisepay/security-center-wisepay/privacy-policy-wisepay

ConnectWise PSA alternatives

Other professional services automation we track, ranked by the same independent score.

All ConnectWise PSA alternatives, ranked →

Compare ConnectWise PSA

Side by side against other professional services automation, attribute by attribute, with a source on every value.

Independent · unbought · dated

The vioscaleAI score: one lens on the evidence

Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for ConnectWise PSA, not the verdict.

Balanced composite 34 / 100
low · 24%
Signal contributions to the composite score
SignalScoreWeightContributionEvidence
Capabilities290.051.4✓
Integrations300.041.2✓
Price level00.050.0-
Reliability00.070.0-
Security posture50.070.0-
Pricing transparency00.080.0✓

Computed . Re-weight it by intent, or see the full method.

All data & sourcesshow ↓

Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.

Content

AttributeValueEvidence
Faq4 itemsmediumsource · 2026-09-10 · 63%

Features

AttributeValueEvidence
CapabilitiesPricing model: quote · Deployment model: cloud_managed_saas · Time and expense capture mobile: Yesmediumsource · 2026-10-15 · 60%

Integrations

AttributeValueEvidence
Count10mediumsource · 2026-09-16 · 60%

Market

AttributeValueEvidence
AvailabilityHqCountry: US · PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: …highsource · 2026-09-16 · 75%

Pricing

AttributeValueEvidence
Free tierNomediumsource · 2026-09-16 · 60%
Modelquotemediumsource · 2026-10-15 · 60%
Price levelunknownmediumsource · 2026-10-15 · 60%
TransparentNomediumsource · 2026-10-15 · 60%

Security

AttributeValueEvidence
GdprYeshighsource · 2026-09-16 · 75%
Trust centerhttps://www.connectwise.com/platform/wisepay/security-center-wisepay/privacy-policy-wisepaymediumsource · 2026-09-16 · 60%
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