PSA packages
Compare PSA package options for service delivery, project management, time tracking, sales workflows, procurement, finance, reporting, and support.
PSA package options
For service operations
Core PSA capabilities for teams that need ticketing, project delivery, time and expense tracking, customer management, reporting, and standard support.
For growing teams
Expanded PSA functionality for teams adding sales workflows, quote and proposal creation, procurement, finance integrations, and advanced operational control.
Feature comparison
Review which PSA capabilities are included, optional, or available for purchase across each plan.
| Feature | Essentials | Pro |
|---|---|---|
| Platform Features | ||
Reporting & business analytics | ||
Documentation Create Knowledge Base articles to streamline processes for your teams. | ||
Customer Feedback CSAT, NPS, and project survey capability to understand how customers feel about your services. | ||
Platform Workflow Automation | ||
RPA Bot Automation | - | |
| Project Management & Service Delivery | ||
Project management | ||
Ticketing | ||
Resource management Assign employees to tasks, tickets, and scheduled events to support accountability. | ||
SLA management Track service commitments and keep work moving against expected response times. | ||
MSP/RMM integration | ||
Customer Portal | ||
Email connector Maintain email communication with clients within tickets and create new tickets from inbound email. | ||
| Time & Expense Tracking | ||
Time tracking | ||
Expense tracking | ||
| Company & Contact Management | ||
Company & contact management | ||
24/7 community forum access | ||
| Sales & Opportunity Management | ||
Quote & Proposal Creation Create quotes and proposals, send them out, and collect signatures and approvals. | - | |
Vendor & Distributor Pricing & Ordering See pricing from preferred vendors and submit purchase orders for signed quotes. | - | |
Peer review Gather feedback from coworkers and colleagues before sending quotes. | - | |
Contract approval lockdown Keep quotes from being edited after the customer has approved the order. | - | |
Sales team management Restrict quote templates and user access. | - | |
Location management Manage logos and addresses for multiple company locations. | - | |
Management approvals | - | |
Achievement system Give sales reps a way to track their accomplishments. | - | |
Opportunity management | - | |
Sales management | - | |
| Procurement | ||
Procurement & inventory | - | |
| Finance | ||
Billing & finance | - | |
GL integration Sync invoices, expenses, and procurement items to different accounting packages. | - | |
Contract management Manage agreements. | - | |
| Reporting | ||
Standard reports | ||
Cloud database access* Extract useful cloud data to help build reports. | Optional | Optional |
| Licensing | ||
Streamline IT licenses Allow clients to use part of your ConnectWise PSA instance to maintain their internal IT department. | Optional | Optional |
QuickBooks™ online integration | - | |
Accounting Sync Sync invoices with offered accounting packages. | - | |
Office 365® billing, monitoring & management | - | |
Mobile licenses | ||
| Misc | ||
Implementation | Available for Purchase | Available for Purchase |
Add-on consulting | Available for Purchase | Available for Purchase |
Form design | - | Available for Purchase |
| Support | ||
Standard support Basic support package plus outbound phone support and extended support hours. | ||
Premium support Standard support plus 24/7/365 support, a Customer Relationship Manager, and faster response times. | Available for Purchase | Available for Purchase |
