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Professional services automation (PSA)
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ConnectWise Manage

ConnectWise Manage

Professional Service Automation (PSA) Software to Run Your MSP Business
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From the vendor's website

Streamline your operations with a proven PSA solution

Our review of ConnectWise Manage

Product highlights

Screenshots of ConnectWise Manage

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Visit ConnectWise Manage's features page

Capabilities and features of ConnectWise Manage

Our software experts have identified these features of the system:

Advertised feature

Manage contacts

Advertised feature
Contact database 🛈
Database of contacts
Advertised feature
Contact categories 🛈
Categorisation of contacts
Advertised feature

Manage relationships

Advertised feature
Record of interactions 🛈
Log calls, meetings, and other interactions with contacts
Advertised feature

Manage sales

Advertised feature
Sales probability weighting 🛈
Confidence weighting
Advertised feature
Sales renewal reminders 🛈
Renewal reminders
Advertised feature

Manage projects

Advertised feature
Project Gantt charts 🛈
Gantt chart showing tasks within a project
Advertised feature
Project budgets 🛈
undefined
Advertised feature
Project labour costs 🛈
undefined
Advertised feature
Project expenses 🛈
Track employee expenses against projects
Advertised feature
Project material costs 🛈
undefined
Advertised feature
Project change management 🛈
Track changes to project scope and budgets
Advertised feature
Project risks and issues 🛈
A project-level risk log
Advertised feature

Manage project portfolios

Advertised feature
Project templates 🛈
undefined
Advertised feature

Manage tasks

Advertised feature
Task time estimates 🛈
undefined
Advertised feature
Task duration 🛈
undefined
Advertised feature
Task dependencies 🛈
undefined
Advertised feature
Task checklists 🛈
Checklist of activities within each task
Advertised feature

Schedule workers

Advertised feature
Schedule worker by calendar 🛈
Resource calendar views
Advertised feature
Worker skills 🛈
Resource by skills
Advertised feature
Worker availability 🛈
Resource availability
Advertised feature
Worker utilisation 🛈
Resource utilisation
Advertised feature

Track employee time

Advertised feature
Timesheets 🛈
undefined
Advertised feature
Timesheet approval 🛈
undefined
Advertised feature
Timer 🛈
Start and stop a timer to track work time
Advertised feature
Track time against tasks 🛈
undefined
Advertised feature

Manage time off

Advertised feature
Time off calendar 🛈
undefined
undefined
Time off requests 🛈
undefined
undefined
Time off approvals 🛈
undefined
Advertised feature

Calculate amounts to bill customers

Advertised feature
Bill for time 🛈
Bill for time spent
Advertised feature
Bill for fixed fees 🛈
undefined
Advertised feature
Bill by stage 🛈
undefined
Advertised feature
Edit billable time 🛈
Separate time worked on the job from time billed for the job
Advertised feature
Multi-currency billing 🛈
undefined
Advertised feature

Invoice customers

Advertised feature
Bulk invoicing 🛈
Create batches of invoices
Advertised feature
Recurring invoices 🛈
undefined
Advertised feature
Multi-currency invoices 🛈
undefined
Advertised feature

Calculate accounting revenue

Advertised feature
Revenue by completion rate 🛈
undefined
Advertised feature
Revenue across time period 🛈
Spread revenue across accounting periods
Advertised feature

Manage employee expenses

Advertised feature
Receipt scanning 🛈
undefined
Advertised feature

Provide help desk support

Advertised feature
Support tickets 🛈
undefined
Visit ConnectWise Manage's integrations page

ConnectWise Manage integrations

Accounting

Not present
Xero 🛈
Integrates with Xero

Integration platform

Advertised feature
Zapier 🛈
Integrates with Zapier
Visit ConnectWise Manage's pricing page

ConnectWise Manage pricing overview

ConnectWise does not advertise its pricing for this product. Contact the vendor direct for a quote.

All registered trade marks, company names and brand names used on this website are the property of their respective owners. Information on product features and pricing are taken directly from the vendor's website and marketing materials. Features and prices may change. Please contact us to report any corrections.

We've done our best to make sure this listing is accurate, but we are not liable for any damages arising in contract, tort or otherwise from the use of this site or any material contained in it, or from any action or decision taken as a result of using the site.