ConnectWisePSA

ConnectWise PSA is business automation for IT Solution Providers. Includes Time & Billing, Service Desk, Project Management, CRM, Sales & Marketing as well as Purchasing, Inventory and RMA tracking.

Price: Free
 

Developer: ConnectWise

  • Silver Developer Applications have been tested and proven to work with QuickBooks.
ConnectWise PSA is business automation for IT Solutions. It provides the same benefits as the ERP systems purchased by large organizations, but at a price that does not make you cringe. These solutions are designed specifically for organizations that are services-oriented, project-based and human resource intensive.

ConnectWise PSA is a suite of modules that support all processes in your IT Solutions company, available as a premise-based or hosted solution. This is a web-based solution.

Functionality:

- CRM

- Opportunity Management

- QuoteWerks Integration

- Marketing Campaigns

- Sales Orders

- Purchasing

- Inventory

- Service Ticketing

- Help Desk

- Email Connector

- Project Management

- Knowledgebase

- SLA Management

- Customer Portal

- Managed Services Integration

- Configuration Management

- Time & Expenses

- Approvals

- Agreement Management

- Invoicing

- RMA Tracking

- Workflow

- Outlook Integration

- Accounting Integration

- ConnectWise Network

With the addition of ConnectWise Mobile even the most resource-intensive and time-sensitive aspects of your operations can be handled with unprecedented proficiency. A first for the industry, ConnectWise Mobile enables real-time mobile collaboration by arming your sales and technical staff with up-to-the-minute work schedules, service tickets, and timesheets via their cell phone or other compatible mobile device.

Major Benefits of ConnectWise PSA:

- Total service ticket workflow management from ticket capture and creation to invoicing upon completion of tasks.

- Flexible dispatch and scheduling to juggle multiple requirements and frequently changing priorities.

- Integration with outlook calendar (even on mobile devices) is automatic, so you don’t have to lift a finger and the information flows both ways.

- Easy-to-use tools to maximize resource utilization and skill optimization.

- Higher time and expense reporting compliance because it is easy to enter time and expenses when service tickets are handled.

- An automated behind-the-scenes workflow manager that keeps your overhead costs low and makes sure nothing falls through the cracks.

- Clients can initiate and monitor their service activity, which makes them happier and more loyal.

Why ConnectWise? We have been in the IT Solutions space for a quarter of a century, and so we have a deep understanding of the processes in your business and the cycles in our industry. We serve ONLY this industry, so our energy, research and development is focused.