ConnectWise Manage vs Projector PSA

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Our analysts compared ConnectWise Manage vs Projector PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

ConnectWise Manage is a PSA tool for businesses in the IT sector that are seeking to develop consistency across the organization. It also enables users to manage accounts and other service-oriented tasks efficiently. The program contains centralized data as well as account information to increase internal visibility and to reduce duplicate work.

It aims to streamline elements such as billing, client communications, procurement and project management. It’s available to IT businesses of all sizes and can be deployed either on-premise or cloud-based.
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Projector PSA is a comprehensive software solution designed to streamline professional services automation (PSA) tasks, including project management, resource allocation, and financial oversight. It is particularly well-suited for consulting firms, IT services, and other project-driven organizations due to its robust capabilities in managing complex workflows and optimizing resource utilization.

Key benefits of Projector PSA include enhanced project visibility, improved resource management, and precise financial tracking, which collectively drive operational efficiency and profitability. Popular features encompass time and expense tracking, project accounting, and advanced reporting tools, all of which contribute to a seamless user experience.

Compared to similar products, users often highlight Projector PSA's intuitive interface and powerful analytics as standout attributes. Pricing typically falls within a mid-to-high range, often based on a per-user, per-month subscription model, making it a flexible option for various business sizes. Overall, Projector PSA is a valuable asset for organizations seeking to elevate their project management and service delivery capabilities.

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$25/User, Monthly
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Product Assistance

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Product Insights

  • Automation: ConnectWise Manage can streamline operations through its centralization of various workflows and its automation of tasks such as client contract management and notification of sales events like completed opportunities. 
  • Consistency: The program can ensure consistency by recording customer information from the time someone becomes a lead until the time an order is completed. Standardized onboarding can also be implemented to guarantee that customers receive the same level of service every time they engage with a certain business. 
  • Improved Customer Relationships: This solution can tailor sales materials to user groups based on data collected through ConnectWise Manage’s sales and marketing functionality. Also, by increasing the visibility of customer information across the company, customers can receive more individualized service that’s on track with historical requests and purchases. 
  • Boost Productivity: ConnectWise Manage can increase employee and operational productivity through the automation of tasks and the centralization of information. By freeing up staff workflows, time can be spent on other important tasks that don’t receive as much attention due to different needs being prioritized. Easy visualization of data can also increase productivity. With this, users don’t need to spend as much time searching for information and can spend more time using insights to inform action. 
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  • Full Transparency: Gain full transparency of the operational and financial status of their organization on a regular basis. There are also built-in metrics to measure overall performances with precision. 
  • Oversee Data: Adjust dashboards to display useful and trustworthy data to make well-informed business decisions. It also allows data to flow to other programs so users always have the most current information. 
  • Maintain Access: Control and limit access to sensitive information and grants individual or group users permission. This accessory also enables users to conserve a whole record of vital changes made, who made them and when they were made. 
  • Reduce Errors and Re-entering Data: Integrations allow users to automatically sync data with other solutions used within a company. The integration reduces time spent on manually re-entering data and enhances the accuracy of data because it won't sync wrong or duplicate items. 
  • Helpful Dashboards: Swiftly craft personalized dashboards to exhibit the data they want to see in reports. These dashboards enable users to rely on their data and implement it in formulating keen business decisions. 
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  • Help Desk: ConnectWise Manage can track all ticket requests as they enter the system through different avenues, such as live chat, phone and email. ConnectWise Chat allows clients to enable instant online chat functionality and logs the information learned through these communications. The help desk feature also includes a customizable ticketing dashboard where users can view factors such as time-to-resolution history, team resources and total billable hours. 
  • Agreements: This tool automates the management of client contracts along with recurring billing parameters. Agreement templates are included in the system and can be customized to adjust factors such as support coverage and billing rates. The program can also help prioritize tickets based on client expectations. 
  • Account Management: ConnectWise Manage contains a centralized system where all customer interaction is stored, including purchases, communications, tickets and products so that reiterative information isn’t entered and the sales process can be streamlined. The program also develops standardized workflows for tasks such as client onboarding and ticket resolution to ensure a consistent customer experience. KPI and financial reporting are included to see where a customer stands financially with a company. 
  • Sales and Marketing: This program enables users to create and track sales opportunities. Campaign metrics such as links clicked and emails opened can also be monitored to assist with lead scoring. Customizable HTML email templates are available to help target specific groups. Automatic notifications of deals to close, opportunities that were won and agreements to renew keep sales teams up-to-date and ensure that nothing slips through the cracks. 
  • Procurement: ConnectWise Manage can sync up with QuickBooks easily to facilitate operations between accounting and inventory management. The program allows users to visualize materials and products that need to be ordered per set minimum stock levels. The solution can also adjust inventory count and manage inventory quantities. Information can be shared between sales and procurement to provide more visibility into the work of other departments. 
  • Time Tracking and Billing: The system tracks billable and non-billable hours and can allocate them to specific agreements and SLAs. Accountability tools are included in the program to make the process of obtaining approvals less of a hassle. Time on-site can also be tracked through the solution so that users can ensure that they are getting paid for all of the time that they spend working on a project. 
  • Project Management: Sales opportunities can be quickly converted into projects so that nothing slips through the cracks between workflows and so that project-related tasks can begin immediately. ConnectWise Manage also gives users visibility over different project aspects such as resources, roadblocks, timelines and statuses. Project templates can be customized and used to streamline project workflows and ensure consistency. 
  • Reporting: ConnectWise Manage’s reporting functionality includes the ability to see how many assets an organization has on-hand along with inventory levels. Inventory management costs can be calculated based on this information. Tickets can also be reviewed, assigned and closed through this tool. 
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  • Manageable Accounting: Manage income identification, expenditures, non-billed budgets and other business-related financial standings. 
  • Metrics and Invoicing: Create, study and administer invoices. They can also compare project performances to budgets and other key metrics. 
  • Monitor Projects: Combine future resource projections with historical actuals to gain complete visibility of their project profitability and performance before the project is even finished. 
  • Pinpoint Ideal Candidates: Leverage the resource scheduling tool to swiftly find potential candidates by eligibility and availability. 
  • Outline Project Tasks: Create elaborate hierarchical project plans that outline individual tasks, resources assigned to employees, timelines and deadlines. 
  • In-Depth Budgeting: Track a project's performance and budget with simple hour summaries, time-phased by week or broken down by activity with the project management functionality. This tool also shows users how much they've spent on a project and what was accomplished with those spendings. 
  • Simple Integrations: Integrate with systems like Microsoft Dynamics GP, Sage Intacct, QuickBooks and more for smooth operations as well as enhance the accuracy of data entered into the system. 
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Product Ranking

#3

among all
PSA Software

#18

among all
PSA Software

Find out who the leaders are

Analyst Rating Summary

85
78
96
75
100
98
67
78
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Dashboard and Reporting
Time and Expense Management
Customer Relationship Management (CRM)
Platform Capabilities
Project Financials
Project Financials
Resource Management
Time and Expense Management
Dashboard and Reporting

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

ConnectWise Manage
Projector PSA
+ Add Product + Add Product
Customer Relationship Management (CRM) Dashboard And Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time And Expense Management 96 100 67 93 80 86 82 73 100 75 98 78 79 70 100 68 100 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Good User Sentiment 811 reviews
Excellent User Sentiment 145 reviews
79%
of users recommend this product

ConnectWise Manage has a 'good' User Satisfaction Rating of 79% when considering 811 user reviews from 5 recognized software review sites.

90%
of users recommend this product

Projector PSA has a 'excellent' User Satisfaction Rating of 90% when considering 145 user reviews from 5 recognized software review sites.

2.8 (2)
5.0 (6)
3.9 (375)
4.5 (107)
n/a
4.5 (6)
4.1 (181)
4.5 (13)
4.4 (16)
n/a
3.9 (237)
4.4 (13)

Awards

SelectHub research analysts have evaluated ConnectWise Manage and concluded it earns best-in-class honors for Time and Expense Management.

Time and Expense Management Award

SelectHub research analysts have evaluated Projector PSA and concluded it earns best-in-class honors for Time and Expense Management. Projector PSA stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Time and Expense Management Award

Synopsis of User Ratings and Reviews

Abundant Features: ConnectWise Manage is equipped with a variety of features such as client communication, time tracking, ticketing, lead tracking, reporting, delivering purchase orders, quoting and more, according to 62% of users.
Integratable: Approximately 69% of users reported that ConnectWise Manage integrates with a vast amount of products including other ConnectWise solutions, Automate, Auvik, and LogicMonitor as well as certain sales and accounting solutions.
Arrange Client Information: Users remain organized by sorting client contact information, crucial documents, tickets and more, as reported by nearly 100% of users.
Highly Configurable: Roughly 57% of users reported that ConnectWise Manage is modifiable to align with their business needs.
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Customer Support: Precisely 90% of users said the customer support team was effective and responsive to problems in reviews that discussed support.
Performance: Of users who discussed the overall performance, 60% said the program is user-friendly and offers reliable leading and lagging indicators that display real-time information of their company's health.
Features: Approximately 69% of users who discussed functionality said of all the features - including invoicing, accounting, resource scheduling, budgeting and more - the report writer is easy to use and generates robust reports that dive into the details.
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Overwhelming Setup: When conveying how they felt about implementation, 42% of users stated that the setup tables are not user-friendly and there's an overwhelming number of customization choices.
Dated Interface: Approximately 71% of users conveyed that the interface is ugly, old and clunky compared to Zoho and Bullhorn. Users also report that there's a tough learning curve.
Inconsistent Customer Support: ConnectWise Manage's customer support is on a hit-or-miss basis, according to 90% of users. Some customer support agents allocate the best solutions and some don't. There's also a slow response time in offering the ideal troubleshooting resources.
Lagging Mobile Capabilities: Roughly 100% of users stated that ConnectWise Manage's mobile app does not match with its desktop or cloud counterparts.
High Price Tag: The overall cost of the system combined with its varying levels of support comes with a high price tag according to approximately 100% of users.
Slow as Molasses: Precisely 100% of users say ConnectWise Manage has a slow loading time when performing various tasks, including opening the right help tickets.
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There were minimal negative reviews for Projector PSA.
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ConnectWise Manage is an effective PSA tool capable of executing job costing, time tracking, ticketing, project management, sending purchase orders, connecting to machinery and more. It integrates with accounting, sales, other ConnectWise software and more in addition to keeping users organized by sorting client information, tickets and more. Although ConnectWise Manage occasionally lags in performance, has a high pricing plan, a scattered customer support base and a clunky interface, most users believe it's worth every penny.

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Projector PSA is a robust PSA and project management software that's feature rich and has suitable indicators to give a real-time snapshot of a company's health. The majority of users find the features helpful and the customer support team useful and responsive to all issues. The majority also find that Projector PSA has minimal to zero flaws and is best for managing small and medium-sized projects as well as large intricate projects.

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