ConnectWise Manage vs Workday PSA

Last Updated:

Our analysts compared ConnectWise Manage vs Workday 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.
read more...
Workday Professional Services Automation is a cloud-based app that delivers fully integrated solutions for project management, talent acquisition, expense tracking, timekeeping and more.

This system has an adaptive framework that streamlines human capital management and offers visual customizations of the intuitive interface. Manage teams, projects, recruiting and finances from one location. Improve productivity through suggested insights and automate workflows to increase customer engagement.
read more...
$25/User, Monthly
Get a free price quote
Tailored to your specific needs
$99/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

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. 
read more...
  • Improved Resource Management: Allocate resources efficiently by matching skills to project requirements, reducing downtime and maximizing productivity.
  • Enhanced Project Visibility: Gain real-time insights into project status, budgets, and timelines, enabling proactive decision-making and timely interventions.
  • Streamlined Billing Processes: Automate invoicing and expense tracking to ensure accurate and timely billing, reducing administrative overhead and improving cash flow.
  • Optimized Workforce Utilization: Monitor and adjust workforce deployment to ensure optimal utilization, minimizing bench time and increasing billable hours.
  • Comprehensive Financial Management: Integrate project financials with core accounting functions to provide a holistic view of financial performance and profitability.
  • Scalable Solution: Adapt to business growth and changing project demands with a flexible platform that scales with your organization.
  • Enhanced Collaboration: Foster better communication and collaboration among team members with integrated tools for sharing documents, updates, and feedback.
  • Data-Driven Decision Making: Leverage advanced analytics and reporting capabilities to make informed decisions based on real-time data and trends.
  • Improved Compliance: Ensure adherence to industry standards and regulatory requirements with built-in compliance features and audit trails.
  • Reduced Administrative Burden: Automate routine administrative tasks, freeing up time for strategic activities and reducing the risk of human error.
  • Enhanced Client Satisfaction: Deliver projects on time and within budget, improving client satisfaction and fostering long-term relationships.
  • Seamless Integration: Integrate with other enterprise systems such as CRM and ERP to create a unified, streamlined workflow across the organization.
  • Customizable Dashboards: Tailor dashboards to meet specific needs, providing stakeholders with the information they need at a glance.
  • Proactive Risk Management: Identify and mitigate potential risks early with tools for risk assessment and management, ensuring project success.
  • Enhanced Forecasting: Improve project forecasting accuracy with predictive analytics, helping to anticipate future resource needs and financial outcomes.
read more...
  • 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. 
read more...
  • Expense and Revenue Tracking: Control spending using the Mobile Expense Capture tool to scan and upload receipts on the go. Analyze expenditures or approve budgets according to user controls. Oversee lifecycles for all projects and customize billing schedules, rates or exceptions. 
  • Project Management: Assign team members to activities based on skills. Configure or modify processes without coding knowledge. Monitor roles, revenue and hours linked to each task. 
  • Workforce Management: Provide flexible support to employees using personalized pay options like period salary or multiple one-time payments. Simplify time tracking with the mobile and web time clock that includes geofencing. Monitor and approve timesheets quickly by viewing highlighted anomalies and automating approvals. 
  • Employee Self-Service: Set up direct deposit without an administrator. Request time off or check balances and accruals through mobile and voice self-service. Update personal information, view updates or pay and benefits at any time. 
  • Reporting and Analytics: Using global data to scale workforce needs, anticipate staff absences or changing employment regulations. Improve business performance by building competitor benchmarks into reports. 
  • Integration: Integrate with SAAS apps or with third-party tools such as Salesforce. Submit expense reports from Slack or Microsoft Teams. 
  • Performance Management: Upskill employees and recommend learning modules or job opportunities. Apply predictive talent insights to coaching sessions and set performance goals. Develop career plans and schedule follow-ups. 
read more...

Product Ranking

#3

among all
PSA Software

#94

among all
PSA Software

Find out who the leaders are

Analyst Rating Summary

85
80
96
68
100
100
67
89
Show More Show More
Dashboard and Reporting
Time and Expense Management
Customer Relationship Management (CRM)
Platform Capabilities
Project Financials
Dashboard and Reporting
Resource Management
Time and Expense Management
Project Collaboration
Platform Capabilities

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

ConnectWise Manage
Workday 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 68 100 89 92 97 86 66 100 100 0 25 50 75 100
91%
9%
0%
45%
0%
55%
100%
0%
0%
100%
0%
0%
40%
0%
60%
80%
0%
20%
93%
0%
7%
93%
0%
7%
80%
0%
20%
100%
0%
0%
86%
0%
14%
86%
0%
14%
83%
0%
17%
67%
0%
33%
71%
0%
29%
100%
0%
0%
100%
0%
0%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

50%
0%
50%
50%
0%
50%

User Sentiment Summary

Good User Sentiment 811 reviews
Great User Sentiment 26 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.

81%
of users recommend this product

Workday PSA has a 'great' User Satisfaction Rating of 81% when considering 26 user reviews from 2 recognized software review sites.

2.8 (2)
n/a
3.9 (375)
4.0 (21)
4.1 (181)
n/a
4.4 (16)
n/a
3.9 (237)
4.2 (5)

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 Workday PSA and concluded it earns best-in-class honors for Time and Expense Management.

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.
Show more
Streamlined Project Management: Users praise Workday PSA for its intuitive interface and robust project management features, enabling efficient planning, tracking, and execution of projects.
Enhanced Resource Management: Workday PSA excels in resource management, allowing organizations to optimize resource allocation, track availability, and ensure projects are adequately staffed.
Improved Financial Control: Users appreciate Workday PSA's financial management capabilities, which provide real-time visibility into project costs, budgets, and profitability.
Show more
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.
Show more
Reporting Limitations: Users express frustration with the inflexibility and limitations of Workday's reporting features, particularly when trying to create custom reports or extract specific data sets for analysis.
Complex User Interface: The system is often described as being difficult to navigate, with a steep learning curve for new users and even experienced users struggling to find specific functions or complete tasks efficiently.
Integration Challenges: Integrating Workday PSA with other systems can be a significant hurdle, often requiring extensive customization and support from Workday or third-party consultants.
Show more

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.

Show more

Is Workday PSA the workhorse of PSA solutions? User reviews from the past year suggest that Workday PSA is a strong contender in the PSA market, particularly for larger organizations with complex needs. Users praise its robust feature set, highlighting its comprehensive financial management capabilities, seamless integration with other Workday products (like HCM and Financials), and powerful reporting tools that provide granular insights into project performance. For example, users mention the ability to track project profitability in real-time and proactively identify potential budget overruns as a major advantage. However, this robust functionality comes at a price. Users frequently cite Workday PSA's complexity and steep learning curve as drawbacks, suggesting that it may not be the best fit for smaller businesses or those with limited IT resources. Some users also express frustration with the platform's user interface, finding it less intuitive than competitors like FinancialForce PSA or Projector PSA. Despite these criticisms, many users maintain that Workday PSA's strengths outweigh its weaknesses, particularly for organizations already invested in the Workday ecosystem. Its ability to unify financial, HR, and project data into a single source of truth is a powerful differentiator that enables data-driven decision-making and streamlines operations. In conclusion, Workday PSA is a powerful but complex solution best suited for large, enterprise-level organizations with the resources and technical expertise to maximize its potential.

Show more

Screenshots

Top Alternatives in PSA Software


Accelo

Avaza

Certinia PSA

Changepoint SA

CloudBlue PSA

Deltek Vantagepoint

Dynamics 365 Project Operations

Kantata

Mavenlink

OpenAir

Polaris PSA

Projector PSA

Scoro

Upland PSA

Workday PSA

Related Categories

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings