# ConnectWise PSA

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

- **Canonical URI:** https://www.vioscale.ai/software/connectwise-psa
- **Category:** Professional Services Automation
- **Homepage:** https://www.connectwise.com/platform/unified-management/psa
- **Also known as:** connectwise-psa
- **Profile claimed by vendor:** no
- **Last updated:** 2026-10-15T21:13:39.961Z

## vioscaleAI score

**33.7 / 100**, confidence 24% (low). Computed 2026-10-15.

Composite of weighted, independently-sourced signals (no user reviews, no vendor payment).

| Signal | Score | Weight | Contribution | Evidence present |
|---|--:|--:|--:|:--:|
| price_level | 0 | 0.052 | 0 | - |
| reliability | 0 | 0.073 | 0 | - |
| capabilities | 28.9 | 0.049 | 1.4 | ✓ |
| integrations | 29.9 | 0.041 | 1.2 | ✓ |
| security_posture | 5 | 0.073 | 0 | - |
| pricing_transparency | 0 | 0.084 | 0 | ✓ |

## Pricing

_As of 2026-10-15, [verify at source](https://www.connectwise.com/platform/psa/request-pricing/compare-features). Independently observed._

Quote-based

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

| Plan | Price | Free | Commitment |
|---|---|:--:|---|
| Essentials | Contact sales | - | - |
| Pro | Contact sales | - | - |

### Essentials (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)

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**

## About

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._

## Platform & deployment

- **Platforms:** Web
- **Deployment:** Cloud / SaaS

## Integrations (19)

_Independently observed._

- Salesforce
- Microsoft Dynamics CRM
- NetSuite
- AutoTask
- ConnectWise RMM
- ConnectWise MDR
- Pax8
- SentinelOne
- Bitdefender
- Microsoft
- Microsoft Defender for Business — security (native, bi-directional)
- Microsoft 365 Business Premium (native)
- Microsoft Sentinel — security (native)
- QuickBooks Online — erp (native, bi-directional)
- Office 365 — productivity (native, bi-directional)
- Microsoft Teams — chat (native, bi-directional)
- Cisco Simple IT — it_management (native, bi-directional)
- Email — communication (native, inbound)
- ConnectWise Chat — chat (native, bi-directional)

## Capabilities

_The capabilities that matter for Professional Services Automation. "-" = undocumented, not absent._

| Capability | Supported |
|---|:--:|
| **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 |

## FAQ

### 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](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](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](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](https://www.connectwise.com/platform/wisepay/security-center-wisepay/privacy-policy-wisepay)._


## Facts

Every value below carries its source and our confidence. Facts are re-crawled on a freshness schedule.

### integrations

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| integrations.count | 10 | [link](https://www.connectwise.com/platform/psa/request-pricing/compare-features) | 2026-09-16 | 60% (medium) |

### market

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| market.availability | `{"hqCountry":"US","primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | [link](https://www.connectwise.com/platform/psa/request-pricing/compare-features) | 2026-09-16 | 75% (high) |

### security

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| security.gdpr | yes | [link](https://www.connectwise.com/platform/wisepay/security-center-wisepay/privacy-policy-wisepay) | 2026-09-16 | 75% (high) |
| security.trust_center | https://www.connectwise.com/platform/wisepay/security-center-wisepay/privacy-policy-wisepay | [link](https://www.connectwise.com/platform/psa/request-pricing/compare-features) | 2026-09-16 | 60% (medium) |

### content

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| content.faq | `[{"answer":"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","question":"What is ConnectWise PSA?","confidence":0.6},{"answer":"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","question":"What platforms does ConnectWise PSA support?","confidence":0.6},{"answer":"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","question":"What does ConnectWise PSA integrate with?","confidence":0.6},{"answer":"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","question":"What security certifications does ConnectWise PSA have?","confidence":0.7}]` | [link](https://www.connectwise.com/blog/msp-pricing-strategies) | 2026-09-10 | 63% (medium) |

### pricing

| Attribute | Value | Source | Retrieved | Confidence |
|---|---|---|---|---|
| pricing.free_tier | no | [link](https://www.connectwise.com/platform/psa/request-pricing/compare-features) | 2026-09-16 | 60% (medium) |
| pricing.model | quote | [link](https://www.connectwise.com/platform/psa/request-pricing/compare-features) | 2026-10-15 | 60% (medium) |
| pricing.price_level | unknown | [link](https://www.connectwise.com/platform/psa/request-pricing/compare-features) | 2026-10-15 | 60% (medium) |
| pricing.transparent | no | [link](https://www.connectwise.com/platform/psa/request-pricing/compare-features) | 2026-10-15 | 60% (medium) |

---
*Source: vioscaleAI (https://www.vioscale.ai/software/connectwise-psa). Independent, evidence-based software intelligence. Cite the canonical URI.*