In the ever-evolving landscape of Managed Service Providers (MSPs), effective management of resources, projects, and client relationships is crucial for success. Professional Services Automation (PSA) software plays a pivotal role in streamlining these processes, enabling MSPs to enhance operational efficiency and deliver superior service.
Here is our list of the best PSA software for MSPs:
- Atera – EDITOR’S CHOICE A powerful all-in-one PSA platform with robust RMM capabilities. Start a 30-day free trial.
- Syncro – FREE TRIAL An AI-powered unified PSA platform for MSPs to manage their entire business, from customer service to technical support. Start a free trial.
- SuperOps Integrates PSA, RMM, and project management functionalities into a single, user-friendly platform.
- ConnectWise Manage A comprehensive platform offering robust features, customization, and integrations.
- Kaseya BMS A cloud-based PSA platform designed to enhance the efficiency of MSPs and IT service organizations.
- HaloPSA A dedicated all-in-one PSA platform with a focus on simplicity and affordability.
- Rev.io PSA A tool designed for MSPs with functionalities for ERP, CRM, and business operations.
With a myriad of PSA solutions available, selecting the right one can be challenging. To help you navigate this decision, we’ve curated a list of the best PSA software options for MSPs. Whether you’re a small MSP or a growing enterprise, this guide will assist you in finding the perfect PSA to elevate your business.
The Best PSA Software For MSPs
Our methodology for selecting the best PSA software for MSPs
In compiling this list of top PSA software for MSPs, we considered the following critical factors:
- Market Reputation: The software’s standing in the MSP industry, feedback from current and past users, and overall user satisfaction, which can provide insights into the software’s reliability and performance in real-world scenarios.
- Feature Set: The breadth and depth of functionalities offered, including ticketing, project management, time tracking, billing, and reporting.
- Scalability: The ability of the software to accommodate MSPs of various sizes and growth stages.
- Integration Capabilities: Compatibility with other essential tools like RMM, remote monitoring, and IT automation platforms.
- User Experience: The intuitiveness of the interface and ease of use for both technicians and administrators.
- Pricing and Value: The overall cost-effectiveness of the software and the return on investment it provides.
- Customer Support: The quality and responsiveness of the vendor’s support services.
- Innovation: The software’s ability to adapt to evolving industry trends and customer needs.
By carefully evaluating these factors, we aimed to provide a list of PSA solutions that cater to the diverse requirements of MSPs.
1. Atera – FREE TRIAL
Atera is a powerful all-in-one PSA platform designed specifically for MSPs. Atera offers a comprehensive suite of features to streamline operations, improve efficiency, and enhance customer satisfaction. It stands out for its integrated approach, combining essential PSA functionalities with robust RMM capabilities, making it an attractive option for MSPs looking to streamline their operations and enhance service delivery.
Key Features:
- Unified Platform: Atera merges PSA and RMM features into a single, cohesive platform, allowing MSPs to manage service desk operations, monitor and manage client systems, and handle billing all in one place.
- Client Portal: Atera includes a client portal that allows customers to submit tickets, track the status of their requests, and access important information.
- Automated Ticketing and Workflows: Atera automates many routine tasks, including ticket creation, assignment, and resolution workflows.
- Integrated Billing and Invoicing: Atera includes built-in billing and invoicing features, allowing for seamless financial management.
- Integration with Third-Party Tools: Atera supports integration with various third-party applications, enabling MSPs to connect the platform with other tools they use.
- Reports and Analytics: Atera automatically generates reports, allowing you to put data first, and provide the answers you need to do your job effectively.
Why Do We Recommend It?
Atera is a great PSA tool for MSPs due to its integration of PSA and RMM functionalities, which simplifies operations and enhances efficiency. I found that its user-friendly design, automation capabilities, and robust reporting make it a powerful tool for managing service delivery and business processes.
Who Is It Recommended For?
Atera is ideal for IT departments and MSPs, especially those who want to automate routine tasks like ticketing and billing to improve operational efficiency.
Pros:
- All-in-One Solution: Combines PSA and RMM functionalities into a single platform, streamlining operations and reducing the need for multiple tools.
- User-Friendly Interface: Comes with an intuitive interface that simplifies navigation and reduces the learning curve, enhancing productivity.
- Scalability: Designed to scale with your business, accommodating increasing numbers of clients and users.
- Customizable Alerts and Monitoring; Offers customizable alerts and monitoring, allowing MSPs to proactively manage client systems.
- Customer Support: Offers round-the-clock customer support to assist with issues and ensure smooth operation.
Cons:
- Training Requirements: While the interface is user-friendly, some advanced features may require a learning curve. MSPs should be prepared to invest time in training and familiarization to fully utilize advanced functionalities.
You can get started with a 30-day free trial.
2. Syncro – FREE TRIAL
Syncro PSA provides a centralized platform for MSPs to manage their entire operation, from customer support to technical services. By automating tasks and providing valuable insights, Syncro can help MSPs improve their overall efficiency and profitability.
Key Features:
- Live Chat and Contact Forms: Allows clients to initiate live chat or fill out agent contact forms, with all interactions flowing into the ticketing system.
- Branded Customer Portal: Clients can log in to view documentation, manage invoices, start remote sessions, and open support tickets.
- Advanced Email Functionality: Send general announcements or specific messages to targeted clients efficiently.
- Contract and SLA Management: Adapt contracts to meet diverse customer needs, including different coverage models and product-specific pricing.
- SLA Tracking: Monitor and manage Service Level Agreements (SLAs), with automated notifications and escalations for potential breaches.
- ROI Tracking: Analyze return on investment (ROI) by service, device issues, and threats through a central dashboard and detailed reports.
- Performance Metrics: Rank customers and technicians based on time spent, uncovering efficiency and profitability gaps.
Why Would You Recommend It?
Syncro’s PSA tool offers a robust suite of features for MSPs. I noted that its capabilities include ticketing, remote monitoring and management (RMM), asset management, and automation, making it a versatile solution for businesses of all sizes.
Who Is It Recommended For?
Syncro is particularly well-suited for MSPs that prioritize efficiency, scalability, and automation. Syncro’s ability to handle growing workloads and accommodate increasing numbers of clients makes it an ideal choice for MSPs looking to expand their operations.
Pros:
- Enhanced Client Engagement: The branded system tray icon and customer portal offer a seamless and professional client experience, making communication and support more accessible.
- Efficient Communication Channels: Integration of live chat, contact forms, and email into a unified ticketing system ensures comprehensive documentation and streamlined support.
- Customizable Contracts and SLAs: Flexibility in contract management and SLA tracking helps meet varied client needs and maintain high service standards.
- Actionable Insights: Robust reporting and analytics provide valuable insights into performance, enabling better decision-making and optimization of resources.
Cons:
- Customization: While customization is powerful, it can also be complex, requiring time and effort to configure optimally.
- Training Requirements: The extensive range of features and customization options might be overwhelming for new users, and may require a significant investment of time and resources in training.
Get started with a free trial.
3. SuperOps
SuperOps is a cutting-edge, all-in-one PSA-RMM platform designed for forward-thinking MSPs. SuperOps allows organizations to move beyond outdated LegacyOps tools and unleash your MSP’s full potential with our AI-driven, integrated PSA-RMM solution. A free 14-day trial is available on request.
Key Features:
- Service Desk: SuperOps PSA empower technicians to communicate with clients better, manage them with ease, and drive profitability with extensive insights into the state of your operations.
- Contract Management: Set up easy, flexible contracts in minutes to simplify your invoicing and to bill clients accurately.
- PSA APIs: Integration capabilities with PSA APIs allow for customization and integration with other tools and systems.
- Project Management: Streamline the management of tickets, tasks, and projects by consolidating them into SuperOps integrated project management system, eliminating the need for multiple tools.
- Custom Rebranding: Allows businesses to customize the platform’s branding, which can help maintain a consistent brand identity for clients.
- Calendar-First Scheduling: This feature focuses on integrating scheduling with a calendar, potentially making it easier to manage appointments and deadlines.
- Reports and Analytics: Leverage dashboards to generate dynamic reports, monitor KPIs, and obtain critical insights to drive your business growth.
Why Do We Recommend It?
We recommend SuperOps as a PSA tool for its integration of PSA, RMM, and project management functionalities into a single, user-friendly platform. I learned that the platform’s AI-driven insights, dynamic dashboards, and in-built project management, provide valuable data and analytics to optimize performance and drive business growth.
Who Is It Recommended For?
SuperOps is ideal for modern MSPs seeking to upgrade from legacy systems and improve their operational workflows.
Pros:
- Unified Platform: SuperOps integrates PSA, RMM, and project management functionalities into a single platform, eliminating the need for multiple tools
- Client-Centric Features: Includes time tracking, contract management, and a client portal for improved customer experience.
- Custom Rebranding: Allows businesses to customize the platform’s branding, which can help maintain a consistent brand identity for clients.
- AI Ticket Summarization: The inclusion of AI-driven ticket summarization can help quickly understand and prioritize support tickets, improving response times and efficiency.
- Intelligent Automation: The platform includes intelligent automation, which can enhance efficiency by automating repetitive tasks and processes.
Cons:
- Cost: At $59 per tech per month, billed annually, the cost might be high for smaller businesses or those with limited budgets.
4. ConnectWise Manage
ConnectWise is a leading software provider specializing in streamlining and automating IT management processes for MSPs. Established in 1982 as an IT solutions company, it launched its PSA software, now known as ConnectWise Manage, in 1995. The platform offers a robust set of tools designed to help MSPs oversee their clients’ IT infrastructure, boost operational efficiency, and enhance profitability.
Key Features:
- Pipeline Building: Develop a stronger, more predictable sales pipeline and improve communication with prospects to close deals faster.
- Service Desk: Maintain a responsive and productive service desk to deliver high-quality support, even for complex issues.
- Billing Automation: Simplify and automate recurring billing processes to accelerate payment collection.
- Time Tracking: Track and manage time by minute, client, project, or task to optimize team productivity.
- Project Management: Monitor project progress and milestones to ensure timely and budget-compliant delivery.
- Reporting: Use a robust reporting engine to gain insights and make data-driven decisions.
Why Do We Recommend It?
ConnectWise PSA integrates various business functions, such as ticketing, project management, billing, time tracking, reporting, and analytics into a unified platform. This reduces the need for multiple disparate systems. I discovered that with its AI and machine learning capabilities, ConnectWise PSA automates routine tasks, speeds up ticket handling, and improves overall efficiency.
Who Is It Recommended For?
ConnectWise PSA is specifically designed for MSPs who need to manage multiple clients, handle complex IT environments, and streamline operations.
Pros:
- Enhanced Efficiency: Leverages artificial intelligence to automate processes, improving overall efficiency and productivity.
- Integration Capabilities: Integrates seamlessly with both third-party and ConnectWise solutions, enabling your team to manage operations from a single platform.
- Improved Customer Satisfaction: Centralized ticket management, combined with advanced AI and machine learning, accelerates the triaging, processing, and resolution of support tickets, leading to enhanced customer service.
- Enhanced Collaboration: The ConnectWise Sidekick bot in Microsoft Teams provides valuable insights and support to various roles within the organization
Cons:
- Pricing Not Publicly Displayed: The ConnectWise pricing details are not publicly available on their website, which may lead to uncertainty regarding pricing and potential hidden costs.
- AI Limitations: While AI and machine learning improve ticket handling, there might be occasional limitations or inaccuracies that require manual intervention.
5. Kaseya BMS
Kaseya BMS (Business Management Solution) is a cloud-based PSA platform designed to help MSPs and IT service organizations streamline their operations and improve efficiency. It provides a comprehensive set of tools for managing various aspects of business operations, from service delivery to financial management.
Key Features:
- Billing Automation: Automates various billing processes, including recurring and prorated billing, to streamline financial operations.
- Device Management: Enables remote access to client devices for troubleshooting and support, enhancing service delivery.
- Project Management: Automates billing related to project work, ensuring accurate and timely invoicing based on project milestones and deliverables.
- Automated Ticket Escalation: Automatically escalates tickets based on predefined criteria, ensuring timely resolution of critical issues.
- Contract Management: Automates billing for recurring services and fixed-price contracts, enhancing billing consistency and accuracy.
- Migration Tool: Facilitates the migration from other business management systems to Kaseya PSA, easing the transition process.
Why Do We Recommend It?
Kaseya PSA offers a powerful suite of features designed to enhance efficiency and streamline business management for IT service providers and MSPs. I observed that its strengths lie in automation, integration, and a modern interface, though users should be prepared for the complexities involved in setup and potential integration challenges.
Who Is It Recommended For?
Kaseya PSA is best suited for MSPs, IT service providers, and growing IT companies that seek to streamline their operations through automation and integration.
Pros:
- User Experience: Features a contemporary and easy-to-use interface, improving user interaction and navigation.
- Flexibility: The Fusion mobile app allows users to manage tasks and access features from anywhere, increasing flexibility and responsiveness.
- Simplified Financial Operations: Automates various billing processes, including recurring, prorated, and project-based billing, improving accuracy and reducing manual effort.
- Auto-Remediation of Tickets: Automates the resolution of common issues and tickets through integration with Kaseya VSA, improving efficiency and response times.
Cons:
- Pricing Not Publicly Disclosed. This lack of transparency can make it difficult to accurately assess costs and potential hidden fees.
- Manual Oversight: Heavy reliance on automation may lead to occasional oversights or errors that require manual intervention.
6. HaloPSA
HaloPSA is a dedicated all-in-one PSA platform designed to transform how MSPs and other service providers deliver managed IT services. It is a cloud-based system that consolidates all business operations, allowing teams to manage and track assets, projects, and tickets seamlessly from a single platform.
Key Features:
- Helpdesk System: HaloPSA offers an intuitive helpdesk ticketing system specifically designed for MSPs and IT service providers.
- Project Management: Facilitates both basic and complex project management, offering live views of project status and progress.
- Asset Management: Tracks and visualizes dependencies between assets, logs incidents, and identifies systemic issues to prevent major incidents.
- Smart Contract Management: Efficiently manage customer agreements, track contract details, and automate subscription adjustments, leading to more accurate and streamlined contract handling.
- Inventory Management: Catalogs and manages stock with controls and costing analysis for traceability.
- Self-Service Portal: Offers a customizable, white-label portal that extends the brand’s presence.
- CRM: Provides a unified view of customer accounts, facilitating organization, management, and tracking to ensure teams stay aligned and focused on customer needs.
Why Do We Recommend It?
From our evaluation, HaloPSA’s extensive feature set and integration capabilities make it a powerful tool for organizations looking to improve overall business management. I noticed that its ability to streamline processes across helpdesk, sales, project management, asset management, and billing makes it an excellent choice for organizations aiming to enhance efficiency and customer satisfaction.
Who is It Recommended For?
We recommend HaloPSA for MSPs and businesses seeking an all-in-one PSA solution that integrates various aspects of IT and service management.
Pros:
- Time Tracking & Billing: Automatically records time spent on customer interactions to ensure accurate billing for Pay-As-You-Go (PAYG) work, improving billing accuracy.
- Auto-Asset Discovery: Automates the identification and maintenance of company assets, simplifying asset management through automatic data collection.
- Customer Service: Manages incidents and meets SLAs with streamlined incident management and workflow automation.
- Integrated Sales and CRM: Gain visibility into your sales pipeline, streamline onboarding processes, and craft effective sales workflows.
- Data-Driven Insights: Provides important business insights and analytics to make informed decisions and measure business success effectively.
- Effective Inventory Management: Centralizes stock management to track inventory levels and facilitate easy sales to customers, improving inventory control.
- Task Management: Integrates with other applications and calendars to sync tasks, assign users, and track workload efficiently.
Cons:
- High Initial Pricing: The starting price of $50 per user per month (billed annually) can be relatively high for smaller teams of 5-10 users, which may be a barrier for businesses with limited budgets.
7. Rev.io PSA
Rev.io offers automated billing and customer management solutions for MSPs and other businesses. In 2023, it acquired Tigerpaw, a company specializing in end-to-end PSA and business automation software. This acquisition has significantly enhanced Rev.io’s capabilities and broadened its presence in the MSP sector, establishing it as a leading PSA platform.
Key Features:
- Integrated PSA, CRM, and ERP: Combines PSA, CRM, and ERP into a unified platform, offering comprehensive business management.
- Simple Inventory Solutions: Provides easy-to-use tools for managing and tracking inventory, ensuring effective stock control and management.
- Account Management:: Manages customer accounts with features designed to track interactions, handle account details, and improve customer relationships.
- Invoicing and Payment Processing:: Automates invoicing and payment processing, ensuring accurate billing and streamlined financial transactions.
- Project Management: Offers tools to manage projects from initiation to completion, ensuring effective tracking and management of project milestones and deliverables.
- RMM Integration: Integrates with Remote Monitoring and Management (RMM) systems to enhance IT service management and operations.
- Accounting and Reporting: Integrates accounting functionalities and provides comprehensive reporting tools to monitor financial performance and business metrics.
- Contracts and SLAs: Manages contracts and Service Level Agreements (SLAs), ensuring compliance and effective management of service commitments.
Why Do We Recommend It?
We recommend Rev.io because it seamlessly integrates PSA, ERP, and CRM solutions into a single platform. I found that this combination accelerates workflows and enhances operational efficiency, providing a comprehensive solution for managing and streamlining various business processes.
Who Is It Recommended For?
Rev.io is an ideal choice for MSPs, IT Service Providers, and mid to large-sized businesses. Organizations that require a unified platform to manage various functions—such as sales, finance, and customer service—will benefit from Rev.io’s all-in-one solution.
Pros:
- Automated Ticketing and Service Orders:: Streamlines ticketing, and service order processes through automation, improving efficiency and response times.
- Sales and Marketing Automation: Facilitates sales automation and marketing efforts, including proposal and quote generation, to streamline sales processes and enhance marketing campaigns.
- Technician Tracking and Utilization:: Enhances visibility into technician performance and utilization, optimizing resource allocation and productivity.
- Purchasing and Receiving: Manages purchasing and receiving processes, improving control over procurement and inventory management.
- Effective Inventory and Asset Management: Provides robust tools for inventory control and serialized asset tracking, ensuring accurate management of resources.
- Serialized Customer Asset Tracking: Tracks customer assets using serialized numbers, providing detailed visibility into asset management.
Cons:
- Complexity for Smaller Businesses: The broad range of features and integrations may be overwhelming for smaller businesses with simpler needs.
- Pricing Not Publicly Available: The absence of transparent pricing makes it challenging to accurately estimate costs and uncover any potential hidden fees.
- Learning Curve: Users may face a learning curve due to the platform’s comprehensive nature and depth of functionality.
