ConnectWise project management didn’t reinvent how managed service providers (MSPs) work. It simply brought everything together in one place.
Before, teams managed timelines in spreadsheets and tracked progress through long email threads. That setup worked until it didn’t.
What ConnectWise PSA offers is simple: visibility, structure, and tools that keep every project on track without pulling your team in five directions.
Built for how MSPs operate, it doesn’t just add features for the sake of it. It makes sure nothing falls through the cracks, from kickoff to delivery and every billing checkpoint in between.
Initially, most MSPs rely on what they have: Google Sheets for timelines, Asana or Trello for task tracking, and email chains to fill the gaps. It works well enough when projects are small, and clients are few.
But as the workload scales, cracks start to show:
Worse, with multiple clients running on different SLAs, your team is forced to juggle priorities with no clear system in place. By the time someone flags an issue, it’s already late.
"With almost 90% of SMBs using MSP for IT or actively considering it, companies need systems like ConnectWise to operate cleanly under pressure."
ConnectWise PSA is built for MSPs that have outgrown patchwork workflows. Everything from projects and budgets to resources and billing is tracked in one system, allowing teams to move forward without backtracking.
When your team’s running multiple client projects with shifting scopes, randomized tools won’t cut it.
ConnectWise PSA addresses the areas where most MSPs struggle: visibility, tracking, and collaboration, without turning project management into a second job.
A missed task isn’t always obvious. It often begins with a quiet delay, where someone is waiting on something they didn’t realize was their responsibility.
ConnectWise PSA brings structure that sticks. Every task is linked to its real owner, and every project is in full view. That kind of clarity doesn’t just help; it keeps projects alive.
Most MSPs don’t go over budget because they’re careless. It usually happens because the numbers are hidden in disconnected time logs, vague scopes, or forgotten change requests.
By using credible software for MSPs, organizations can typically reduce their overall IT costs by 20–30% on average. ConnectWise PSA provides a live view of each project's financial status, so you’re never left guessing.
Key features worth highlighting:
You get to manage cash flow with your eyes open without adding another spreadsheet to the mix.
Sales closes the deal, support starts guessing, and finance waits for someone to send over a scope doc. That’s what the old setup looked like.
ConnectWise automates the transition between teams using triggers and workflows that carry project data from one stage to the next without a single “just checking in” email.
For instance, when a sales rep closes a new M365 migration deal, a milestone trigger in ConnectWise can auto-launch the implementation plan.
MSPs increase productivity by 15–25% through improved efficiency and reduced downtime.
If your team logs hours in one tool and invoices in another, you’re probably leaking revenue. ConnectWise ties billable time directly to the work, so nothing gets missed or questioned. Billing’s faster, cleaner, and doesn’t rely on chasing down timesheets after the fact.
Some MSP work is predictable, including client onboarding, email migrations, and quarterly security audits. But re-planning these from scratch each time is where hours get wasted, and mistakes creep in. ConnectWise project management templates eliminate that from the process.
They let you build once and reuse across clients, with all the steps, timelines, and responsibilities baked in. No more wondering if someone missed a step or if the handoff was done right.
You get:
Say, if you're an MSP handling client onboarding at scale, you can use ConnectWise templates to standardize every step, from kickoff to handoff, without starting from scratch each time.
Templates are fully customizable, too. You can tweak them based on client size, service level, or internal workflows without overcomplicating things for your team. The result is a setup that runs more smoothly and becomes smarter over time.
ConnectWise PSA is powerful, but using it well isn’t automatic. Getting the most out of it means setting up the system with intention so it supports your workflow instead of slowing it down.
No system is flawless, and ConnectWise PSA is no exception. The tool works best when it’s set up deliberately, not just “switched on”.
ConnectWise project management can clean up the chaos, but software alone won’t grow your business. That takes a system and the right partner to help shape it.
Bering McKinley works with MSPs at every revenue stage, combining ConnectWise expertise with proven strategies that grow revenue, increase margins, and drive real business value.
Whether you're stuck in reactive mode or scaling fast, BMK helps align your operations, sales, finance, and service delivery, so your projects don’t just run; they perform.
Let’s talk about what’s holding you back.
Schedule a call with us and get expert help aligning your ConnectWise environment with business outcomes that matter!
ConnectWise PSA centralizes project tracking, budgeting, and task ownership in one place
MSPs can reduce budget overruns by tracking costs in real-time and linking time to billing
Templates eliminate repetitive planning and create consistency across client projects
Workflow automation reduces handoff errors and improves cross-team collaboration
Built-in time tracking and billing prevent revenue leakage and speed up invoicing
Best practices like structured onboarding, smart integrations, and weekly check-ins make the platform more effective