By April Taylor, ConnectWise
There are a lot of PSA software choices on the market, and it may be confusing to know how to narrow your options and determine which is best for your company. If you’re considering purchasing your first PSA or switching your current PSA, here are the top things to keep in mind.
With so many PSA software programs on the market, it’s imperative to choose a platform that offers a wide range of features. You don’t want to be forced to use several different platforms to gain the functionality you need to operate your business. Popular PSA features you should look for include: billing, time tracking, agreement management, client management, project management, and dashboards & reports.
Not all PSAs work for all types of businesses and companies, so you’ll want to know what types of functionality to prioritize for your specific business needs. For example, some PSA solutions only run on certain operating systems. If your workforce uses only Windows computers, this may not be a problem but if you operate on other systems, you’ll need to ensure everything syncs together properly. When noting your list of system requirements, the first step is to classify between your Must-Haves and your Nice-to-Haves and ensure the PSAs you’re considering meet those needs.