Manage your business with the features you need

Time tracking

Expense tracking

Company & contact management

Asset management

Configurations - Define, update, and maintain your client's device information.

User-based billing

Sync client Active Directory contacts in ConnectWise PSA for proper "per user" billing.

Active Directory integration

Opportunity management

Sales management

Marketing

Basic - Send marketing messages to multiple clients.

Advanced marketing

Marketing campaign management

Optional

Procurement & inventory

Optional

Billing & finance

GL integration

Sync invoices, expenses, and procurement items to different accounting packages.

Contract management

Agreements

Standard reports

Cloud database access*

Extract useful data from the cloud to help you build reports.

Optional

Optional

Report writer

Generate, build, and send custom reports.

Sub-contractor licenses

Optional

Optional

Streamline IT licenses

Optional

Optional

QuickBooks™ online integration

Office 365® billing, monitoring & management

Cloud infrastructure billing, monitoring & management

Cisco Simple IT billing, monitoring & management

Calendar synchronization

Sync Outlook and Google calendar events to and from ConnectWise PSA.

Workflow automation

Mobile application

Change approvals

Custom Fields

Sandbox

Optional

Optional

Virtual admin

Optional

Optional

Virtual DBA

DB optimization - Utilize a certified ConnectWise DBA expert to maintain your instance of the ConnectWise PSA database.

Optional

Optional

Basic support

Standard support

Basic support package plus outbound phone support and extended support hours.

Available for Purchase

Premium support

Standard support package plus 24/7/365 support, Customer Relationship manager, and faster response times

Available for Purchase

Available for Purchase

Available for Purchase