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.
Projetly
Projetly is an AI-powered platform that streamlines customer onboarding and sales processes, helping you improve communication and accelerate time-to-value for your B2B SaaS business.
Quick Comparison
| Feature | ConnectWise PSA | Projetly |
|---|---|---|
| Website | connectwise.com | projetly.ai |
| Pricing Model | Custom | Quote-based |
| Starting Price | Custom Pricing | Custom Pricing |
| FREE Trial | ✘ No free trial | ✓ 0 days free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1982 | 2024 |
| Headquarters | Tampa, USA | Wilmington, United States |
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.
Projetly
Projetly is an AI-native platform designed to enhance your customer onboarding and sales processes. It helps you bridge the gap between sales and customer success by automatically passing deal context to your onboarding team. You can generate structured onboarding plans, automate workflows, and provide a shared customer workspace from kickoff to go-live.
For sales teams, Projetly creates a digital sales room for every deal in your CRM, offering AI-powered buyer engagement tracking and mutual action plans. For customers, it provides a single link for visibility into proposals, timelines, and progress, eliminating email chaos and building trust.
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.
Projetly Features
- AI-Powered Onboarding Execution. Automate task creation, assignment, and deadline tracking with AI agents, ensuring your onboarding journey runs smoothly 24/7.
- Digital Sales Rooms. Automatically create a digital sales room for every deal in your CRM, tracking buyer engagement and deal intelligence.
- Customer and Partner Portal. Provide a centralized space for seamless collaboration with customers, partners, and stakeholders on documents and proposals.
- Real-Time Chat Channels. Communicate instantly with team members, customers, partners, and vendors through dedicated chat channels.
- Automated Workflows. Streamline onboarding workflows and automate tasks to deliver consistent, scalable onboarding experiences.
- AI-Driven Personalization. Create personalized onboarding experiences with persona-based project templates and tailored workflows for different user segments.
- Data-Driven Decision Making. Access real-time project data and insights to make informed decisions, identify trends, and continuously improve.
Pricing Comparison
ConnectWise PSA Pricing
Projetly Pricing
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
Projetly
Pros
- Simplifies and organizes customer onboarding processes effectively.
- Provides clear visibility into project progress and reduces follow-ups.
- Transforms post-demo engagement with seamless integrations.
- Easy to implement with responsive customer support.
- Brings clarity across teams for consistent onboarding experiences.
Cons
- Limited public reviews available for comprehensive feedback.
- Specific pricing details are not transparently published.
- May require contacting sales for a custom quote, adding a step to evaluation.
- Newer company, so long-term user community might be smaller.