ConnectWise PSA
ConnectWise PSA is a professional services automation software that centralizes your business operations, including ticketing, billing, and project management, to help managed service providers drive efficiency and profitability.
Insightly
Insightly is a modern CRM platform that combines sales tracking, marketing automation, and project management into a single solution to help you build lasting customer relationships and grow your business.
Quick Comparison
| Feature | ConnectWise PSA | Insightly |
|---|---|---|
| Website | connectwise.com | insightly.com |
| Pricing Model | Custom | Freemium |
| Starting Price | Custom Pricing | Free |
| FREE Trial | ✘ No free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1982 | 2009 |
| Headquarters | Tampa, USA | San Francisco, USA |
Overview
ConnectWise PSA
ConnectWise PSA (formerly Manage) gives you a single source of truth for your entire IT services operation. You can eliminate silos by connecting your help desk, sales pipeline, and project management into one unified platform. This allows you to track every billable hour accurately and ensure nothing slips through the cracks during the client lifecycle.
You can automate complex billing cycles and procurement processes, reducing the time your team spends on manual administrative tasks. The platform is designed specifically for managed service providers (MSPs) and internal IT departments who need to scale their operations while maintaining high service standards. By centralizing your data, you gain the visibility needed to make informed decisions about resource allocation and business growth.
Insightly
Insightly is a unified CRM platform designed to help you manage the entire customer journey from first contact to project delivery. Unlike basic contact managers, it connects your sales pipeline directly to post-sale project management, ensuring nothing falls through the cracks after a deal closes. You can track leads, manage complex sales processes, and automate marketing campaigns all within one interface.
The platform is built for teams that need more than just a spreadsheet but want to avoid the complexity of enterprise-level systems. You can visualize your sales stages, automate repetitive workflows, and generate detailed reports to see exactly where your revenue is coming from. It serves over 25,000 companies globally across various industries including manufacturing, professional services, and technology.
Overview
ConnectWise PSA Features
- Ticketing & Help Desk Manage all incoming service requests in one place to ensure your team meets every SLA and client expectation.
- Automated Billing Capture every billable minute automatically and generate accurate invoices for your clients without manual data entry.
- Project Management Keep your complex IT projects on track and under budget with integrated time tracking and milestone monitoring.
- Sales & Opportunity Tracking Manage your entire sales funnel from initial lead to final contract within the same system your technicians use.
- Procurement Management Track your inventory and manage vendor purchases directly to ensure you always have the right parts for client jobs.
- Time & Expense Tracking Submit and approve time entries and expenses on the go to maintain real-time visibility into project costs.
Insightly Features
- Relationship Linking. Map complex webs of contacts, organizations, and opportunities to see exactly how everyone in your network is connected.
- Lead Routing. Automatically assign leads to the right sales rep in real-time so you can follow up while interest is high.
- Workflow Automation. Create multi-step business processes that trigger email alerts, update records, and generate tasks automatically without manual data entry.
- Integrated Project Management. Convert won opportunities into active projects instantly to manage milestones and track delivery progress without leaving your CRM.
- Email Tracking. Send personalized bulk emails and get notified the moment a prospect opens your message or clicks a link.
- Custom Dashboards. Build visual data visualizations and shareable reports to track your team's performance and forecast future revenue accurately.
Pricing Comparison
ConnectWise PSA Pricing
Insightly Pricing
- Up to 2 users
- 2,500 record limit
- Lead and contact management
- Project management tools
- Standard reporting
- Everything in Free, plus:
- 100,000 record limit
- Lead management and routing
- Email templates and tracking
- Batch email scheduling
- Mobile app business card scanner
Pros & Cons
ConnectWise PSA
Pros
- Deeply integrated ecosystem for managed service providers
- Highly customizable workflows to match your specific processes
- Extensive reporting capabilities for business intelligence
- Robust community and large marketplace of integrations
Cons
- Significant learning curve for new administrative users
- Initial setup and configuration can be time-consuming
- Interface can feel cluttered due to high feature density
Insightly
Pros
- Seamless transition from sales deals to active projects
- Highly customizable fields and page layouts for specific needs
- Intuitive interface that is easy for new teams to adopt
- Strong mobile app for managing deals on the road
Cons
- Customer support response times can be slow on lower tiers
- Reporting tools have a slight learning curve for beginners
- Email marketing features require a separate add-on subscription