TrustRadius: an HG Insights company

ConnectWise PSA

Score8.2 out of 10

384 Reviews and Ratings

Top Performing Features

+23%

IVR

Includes an interactive voice response system for routing callers to the correct agent or information.

Cat avg: 8.1

+25%

Social integration

Agents can communicate with customers via social networks like Facebook and Twitter; may also include brand activity monitoring/reporting capabilities.

Cat avg: 8

+7%

Ticket creation and submission

Users and agents can easily enter new support requests.

Cat avg: 9.1

+9%

Ticket response

Agents can easily follow up with customers.

Cat avg: 8.8

Worst Performing Features

-13%

Expert directory

Directory of IT and businesses services available to customers to help route tickets to appropriate subject matter experts

Cat avg: 7.9

-9%

Customer portal

Customer portal allows customers to submit tickets themselves and/or access self help resources.

Cat avg: 8.2

-7%

Internal knowledge base

Internal knowledge base helps agents answer customers' support questions.

Cat avg: 8.1

ConnectWise PSA Features from Reviews

Incident and problem management

Streamlining ticketing and service restoration processes

8.5+2%
  • Organize and prioritize service tickets

    Prioritize tickets to ensure most urgent are tackled first

    Category average: 8.6

  • Expert directory

    Directory of IT and businesses services available to customers to help route tickets to appropriate subject matter experts

    Category average: 7.9

  • Subscription-based notifications

    Users subscribe to notifications for ticket updates

    Category average: 8.1

  • ITSM collaboration and documentation

    Issue resolution through collaboration mechanisms like discussion threads, social tools; agents can attach notes, files, etc. to tickets in order to maintain a record of all interactions related to the case.

    Category average: 7.4

  • Ticket creation and submission

    Users and agents can easily enter new support requests.

    Category average: 9.1

  • Ticket response

    Agents can easily follow up with customers.

    Category average: 8.8

Self Help Community

Features that allow customers to self-service for support issues.

7.9-2%
  • External knowledge base

    Customers can self-service by searching through help articles.

    Category average: 8

  • Internal knowledge base

    Internal knowledge base helps agents answer customers' support questions.

    Category average: 8.1

Multi-Channel Help

Features related to providing customer service and support via different communication channels. Communications are organized by ticket/customer/channel for the convenience of agents.

9.1+9%
  • Customer portal

    Customer portal allows customers to submit tickets themselves and/or access self help resources.

    Category average: 8.2

  • IVR

    Includes an interactive voice response system for routing callers to the correct agent or information.

    Category average: 8.1

  • Social integration

    Agents can communicate with customers via social networks like Facebook and Twitter; may also include brand activity monitoring/reporting capabilities.

    Category average: 8

  • Email support

    Integrates with email so that agents can send and receive information related to support tickets via email; email communications are attached to support tickets.

    Category average: 8.8

  • Help Desk CRM integration

    Integrates with CRM so that tickets and support communications are coordinated with customers' records.

    Category average: 8.6

ConnectWise PSA Features from the Vendor

Incident and problem management

Vendor-contributed
  • Organize and prioritize service tickets

    Prioritize tickets to ensure most urgent are tackled first

  • Expert directory

    Directory of IT and businesses services available to customers to help route tickets to appropriate subject matter experts

  • Subscription-based notifications

    Users subscribe to notifications for ticket updates

  • ITSM collaboration and documentation

    Issue resolution through collaboration mechanisms like discussion threads, social tools; agents can attach notes, files, etc. to tickets in order to maintain a record of all interactions related to the case.

  • Ticket creation and submission

    Users and agents can easily enter new support requests.

  • Ticket response

    Agents can easily follow up with customers.

  • Automated responses

    Common requests can automatically trigger a standard response.

  • Attachments/Screencasts

    Agents can send attachments and/or set up screencasts to assist with support issues.

  • SLA management

    Service level agreement management allows agents to view and adhere to the terms of a customer's support package.

Self Help Community

Vendor-contributed
  • Forums

    Allows customers to engage in discussion threads about support issues with other customers and/or agents.

  • External knowledge base

    Customers can self-service by searching through help articles.

  • Internal knowledge base

    Internal knowledge base helps agents answer customers' support questions.

  • Q and A

    Q&A allows customers to ask the support team questions online; conversations are posted publicly for the benefit of other customers.

  • Surveys/polls

    Surveys/polls allow customers to submit ideas and leave feedback about the product or quality of support.

Multi-Channel Help

Vendor-contributed
  • Customer portal

    Customer portal allows customers to submit tickets themselves and/or access self help resources.

  • Live help chat

    Live chat allows customers to get help via instant messaging within a software product or on a company website.

  • Phone support

    Customers can get support from agents over the phone.

  • IVR

    Includes an interactive voice response system for routing callers to the correct agent or information.

  • Call scripting

    Provides a script or system for guiding agents through callers' support issues.

  • Social integration

    Agents can communicate with customers via social networks like Facebook and Twitter; may also include brand activity monitoring/reporting capabilities.

  • Email support

    Integrates with email so that agents can send and receive information related to support tickets via email; email communications are attached to support tickets.

  • Help Desk CRM integration

    Integrates with CRM so that tickets and support communications are coordinated with customers' records.