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ConnectWise PSA vs Zoho Desk comparison

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Comparison Buyer's Guide

Executive SummaryUpdated on Dec 1, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Automation Anywhere
Sponsored
Average Rating
8.4
Reviews Sentiment
6.9
Number of Reviews
662
Ranking in other categories
Business Process Management (BPM) (2nd), Robotic Process Automation (RPA) (2nd), Process Mining (1st), Intelligent Document Processing (IDP) (1st), Agentic Automation (1st), Business Orchestration and Automation Technologies (2nd), AI Legal & Compliance (1st), AI Finance & Accounting (1st), AI Procurement & Supply Chain (1st)
ConnectWise PSA
Average Rating
8.2
Reviews Sentiment
6.9
Number of Reviews
21
Ranking in other categories
Help Desk Software (15th), Business Management Software (1st), Professional Services Automation (PSA) (1st)
Zoho Desk
Average Rating
8.2
Reviews Sentiment
7.1
Number of Reviews
21
Ranking in other categories
CRM Customer Engagement Centers (11th), Help Desk Software (22nd)
 

Featured Reviews

Venkat Sivaprakash - PeerSpot reviewer
Management Consultant at Accenture
Has significantly improved document-driven workflows and reduced processing time across finance and HR functions
Automation Anywhere has evolved significantly and upgraded itself to provide agentic AI and AI-based automation solutions for document automation. The product has matured considerably over time. We can create workflows that can call an API. We can include prompts in particular workflows for ChatGPT-related functions, connecting to an LLM and RAG to perform tasks. For document automation, modern features are available to train documents, ensuring high accuracy and repeatability over time. The system is very easy to use. I recently completed a course in document automation, typically designed for people involved in coding and technical aspects. Though I understand coding comprehensively, I don't do actual coding. The course was very accessible. Currently, extensive coding isn't necessary due to the hybrid model incorporating GenAI aspects, low-code, no-code capabilities, APIs, and numerous pre-built objects in Automation Anywhere. The features include GenAI-driven prompting methods and workflow creation capabilities. In these workflows, we can create decision boxes and call APIs without coding. We simply pull objects, drop them, connect them, and add minimal coding when needed. The most crucial aspect isn't coding but rather sizing the automation and fleshing out the details. Automation Co-pilot takes notes and performs automated analysis. It can extract details from videos, summarize conversations, and provide detailed information. During calls, it identifies instructions and performs tasks such as preparing reports and reconciliation. Automation Anywhere can also connect with Microsoft Co-pilot. Through Co-pilot, real-time operations can be executed, allowing direct interaction between vendors and automation through this component.
SK
Associate Director at a outsourcing company with 51-200 employees
Centralized alerts and ticketing have improved SLA compliance and guided infrastructure decisions
For system monitoring and the alert system within ConnectWise PSA, we find it very useful, and its critical alerts are very important for us for ISOs and SOC compliances. The ticketing follow-up system is good, and there are many features that are very good in ConnectWise PSA. We use the time tracking feature with ConnectWise PSA, specifically for SLAs. The time tracking feature helps us improve billing accuracy, as it is really useful in improving the SLA of the tickets. We have different SLAs for different customers, including those who need a response within one hour and those who need a solution in one hour. According to those customer requirements, we have set the SLAs on the platform, and we get alerts if a ticket is going to be nearing the SLA. With the help of that, we improve the turnaround time and achieve the SLAs up to 90 percent maximum. ConnectWise PSA's reporting tools help our decision-making process a lot because, at certain points, we must make critical calls on moving and rebuilding servers. We can see the number of tickets and analyze server performance to make decisions, so it helps in that way.
JJ
Advisor at a tech services company with 11-50 employees
Efficient integration enhances customer insights and communication
The integration between Zoho CRM, Zoho Desk, and Zoho Projects is very good. One of the key features of Zoho CRM is the ability to record telephone calls using AI. The AI tool, Tele Zia, translates calls into bullet points, providing insights such as when to send emails or contact the customer based on previous conversations.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Speed is the most valuable feature. E.g., for a human, it could take around 60 minutes to create a report with a few errors. Occasionally, a person will miss something. With this bot, we can get the work done in around five minutes. So, it takes only five minutes for a report to scan and be created with fewer errors."
"Overall, the product is very good where the repetitive tasks are more in manufacturing industries and the finance department."
"From an SAP point of view, we have in-built features. They have integrated everything together, so it's much easier for us to use that."
"We have never not had a yearly ROI; we've always greatly exceeded the cost of, or the investment in, the tool and it is saving us more than millions of dollars a year."
"Security is a top priority for us. To be allowed to automate different processes, we need to have a good set of controls around who is allowed to do what, and what credentials people can and can't use. It allows us to manage access make sure that we have full control."
"I don't think one feature is more valuable than any other. In my opinion, the value is in the totality of the platform. It is easy to use for our developers with a well laid out UI and many canned tools. The Control Room is very easy to navigate and mostly intuitive to use."
"Overall, based on my experience with Automation Anywhere, I would rate it a nine out of ten."
"MetaBots are useful when connecting to websites or to forms with objects that need to be captured."
"ConnectWise has changed the way our entire business works."
"The initial setup isn't too difficult."
"I like the search function up top where if you know what you're searching for, you can find it pretty quickly. Because you've got the option to change what the search parameters are, whether you're searching for a project, quote, ticket, or an invoice, you can kind of pick and choose what you're looking for."
"We use this solution because it does everything we need as opposed to other programs that are always missing one feature or another."
"The most valuable feature is the management of projects from start to finish."
"All the features of ConnectWise Manage are valuable. However, ticketing, customer management, customer communication, technician efficiency, calendars, coding, billing, invoicing, and contract management are available. It's a complete solution. Additionally, the company is responsive with the ability to progress or make necessary changes happen."
"It handles ticketing pretty well, and it's not something I have many critiques for."
"I have used other ticketing systems and they have not been as solid as ConnectWise."
"Good at capturing online inquiries has portal functionality, and is very good at managing inbound customer inquiries."
"The product provides communication features like chats and calls."
"Zoho Desk is very flexible, just like the other applications of Zoho."
"The most valuable features of Zoho Desk are the user interface, pricing, and how they customize the solution for us."
"You can use the solution anywhere, anytime, even on mobile phones, and it is capable of supporting a lot of users while remaining quite stable."
"Overall, I consider Zoho CRM to be one of the best CRMs in the market today."
"The tool has made support very flexible and strong. We can use chat boxes and auto-responses. If someone creates a ticket, it will be created in Zoho Desk's ticket module. We can get emails and respond to them within the product. We don't need a support email product to manage emails. We can easily manage it within Zoho Desk. The tool's interface is good since it updated the layout three months ago and the current interface is more effective."
"It is a scalable platform."
 

Cons

"One way Automation Anywhere can be improved is in ticketing; I have a couple of tickets that have been outstanding for a while, and the support staff have closed tickets without checking with me first, which has been a sore spot."
"There are a number of current tools which can be improved because they have many limitations. Like some better controls in emails, and better support for features in Excel and PDF."
"The bot creation process is straightforward in some ways and complicated in others. You can get your initial stuff laid out really quick, but then putting in your exception handling is more time consuming."
"However, when it comes to the agentic capabilities, there is still a gap where I need to figure out how the token consumption is happening and how my agents are talking with other agents."
"Automation Anywhere is not very scalable because the update and upgrade process requires immense effort from the IT organization to do a tool check."
"I think it is a little bit of an ongoing struggle, because we don't deal with the infrastructure. We have a separate infrastructure team that sorts all that out. So, sometimes there are communication issues just trying to get our internal IT team onboard to run through the installs and that sort of thing. But, definitely with the new cloud version coming onboard, we'll be looking toward going to that. Hopefully it'll resolve some of that friction that comes about through the install process and complexity."
"Automation Anywhere says that you can use this tool for any type of application, but there are some for which it is not compatible."
"I would like the support to be faster. Their response time is one to two days. Their customer care could be faster."
"A lot of times, it'll take a couple of moments for things to go through. If you're not patient about it, it may seem like things aren't working."
"The technical support of ConnectWise PSA is not very good."
"ConnectWise PSA’s graphical interface is a little old."
"ConnectWise Manage can improve by having more integration with different software and have the process simple."
"Their reporting options aren't great. BrightGauge was something that we added on, and that enhanced the experience."
"It would be nice if ConnectWise gave us more flexibility when using customized fields in the interface. You can set up a user-defined field, but those don't port over to tables. It's really inconvenient."
"The only area of ConnectWise PSA that I find could be improved is in configuring everything, as we have to take help from support or raise a ticket with helpdesk@connectwise.com to get it forwarded."
"Better documentation and access to the back end database would be nice."
"Zoho Desk could be improved by making it multi-tenant, as it is currently not suitable for service providers with multiple customers."
"The customization of modules and some blueprint in the solution are areas with shortcomings that need improvement."
"There is room for improvement with the pricing."
"Zoho Desk should provide more integrations and improve the Zoho project integration."
"I would like to have integrated support, and integration between the ticketing tool and the project management tool."
"As per customer requirements, it may have some limitations."
"Could have slightly better integration between additional functionalities in the Zoho desk."
"It could be easier to link Zoho Desk and Outlook."
 

Pricing and Cost Advice

"I feel the cost of licensing is very high for the A2019 version."
"We have purchased licenses, but are trying to obtain more bot programmer licenses."
"Automation Anywhere pricing and licensing are competitive compared to the other automation vendors."
"I think the pricing is reasonable, but clients often perceive it as expensive."
"From my experience, I can say that the initial setup cost is easily recovered over a period of time once the bots start running in production."
"One of the key features that we chose, the bot as a service or the BotFarm, when they launched version 11.3, they decided not to have the BotFarm anymore. This put us in a situation because we expected to have bots on demand, just like our cloud software. This would have been cost efficient for us to use. We hope to see this again being realized with A2019. I hope the scalability from an on demand basis improves."
"The control room access gives the ability to create different roles, which helps when purchasing additional licensing."
"We have saved customers 400% in terms of time saved by implementing this product."
"I have one monthly license for all of the ConnectWise products I use, and it's $85 per user."
"We're paying $940 a month for 14 users."
"The pricing is not based on my clients so much as it is on how many people I have accessing the system, and I think it's pretty good."
"The cost can be the main barrier. It's not a solution for a three person company. It just isn't going to be cost effective. Because ConnectWise Manage does have everything there, the licensing is a little bit restrictive as far as how they want to granularly assign licenses rather than having more of an all-inclusive package."
"There are some different add-ons and benefits that are optional and come at an additional cost."
"The pricing of ConnectWise Manage is reasonable."
"The pricing is better than Zendesk. Zendesk charges in USD per user per month, whereas Zoho let us pay in Naira (Nigerian currency)."
"The solution is relatively cheap. However, there are additional licensing fees involved."
"Zoho Desk's cost is pretty much okay."
"The solution costs INR 8400 per user."
"The product costs $10 to $25 per user per month."
"Price-wise, Zoho Desk is about 35 USD a month per user."
"For what it does, it's quite cheap."
"Zoho Desk's pricing is more flexible."
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Top Industries

By visitors reading reviews
Financial Services Firm
14%
Construction Company
11%
Manufacturing Company
11%
Outsourcing Company
10%
Construction Company
17%
Financial Services Firm
9%
Performing Arts
9%
Outsourcing Company
8%
Construction Company
14%
Manufacturing Company
10%
Financial Services Firm
7%
Insurance Company
6%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business157
Midsize Enterprise81
Large Enterprise558
By reviewers
Company SizeCount
Small Business18
Midsize Enterprise3
Large Enterprise1
By reviewers
Company SizeCount
Small Business19
Midsize Enterprise2
Large Enterprise1
 

Questions from the Community

How good is Automation Anywhere for RPA processes?
It depends on your use case. Is it simply to automate a couple of processes? Is it to augment a human team? AA is ver...
How good is Automation Anywhere for RPA processes?
From my experience using AA tool, it depends on the applications that you want to automate, because there some applic...
How good is Automation Anywhere for RPA processes?
It is a highly preferred RPA tool. You can check my Automation Anywhere Review to know more.
What is your experience regarding pricing and costs for ConnectWise Manage?
We are purchasing 1,000 seats per year, so I am aware of the pricing and we are getting it at a dealer's price. The p...
What needs improvement with ConnectWise Manage?
The only area of ConnectWise PSA that I find could be improved is in configuring everything, as we have to take help ...
What is your primary use case for ConnectWise Manage?
I have been working with ConnectWise PSA for the past four years, and we are using the platform for our ticketing sys...
What is your experience regarding pricing and costs for Zoho Desk?
The pricing in Brazil is complicated due to the high exchange rate, with one dollar equaling six reais. Altasnet has ...
What needs improvement with Zoho Desk?
Zoho Desk could be improved by making it multi-tenant, as it is currently not suitable for service providers with mul...
What is your primary use case for Zoho Desk?
We use Zoho Desk ( /products/zoho-desk-reviews ) for support tickets. We have a web interface where each customer can...
 

Also Known As

Automation Anywhere, Testing Anywhere, Automation Anywhere Enterprise, Agentic Process Automation System (Now Certified for WorkSpaces)
ConnectWise Manage
No data available
 

Interactive Demo

Demo not available
Demo not available
 

Overview

 

Sample Customers

Google, Linkedin, Cisco, Juniper Networks, DellEMC, Comcast, Mastercard, Quest Diagnostics
IT Connexx, High Standards Technology Inc, Solvere One, MyIT, ConnectWise, Simpatico Systems, Fred IT Group, ECS, OneStop, K2 Technologies, Clark Integrated Technologies, Jmark, Geek on Wheels
Intel, Sears, Daimler, Essilor, Aon Hewitt, Shop Your Way, CoffeeRocket
Find out what your peers are saying about ConnectWise PSA vs. Zoho Desk and other solutions. Updated: August 2026.
908,800 professionals have used our research since 2012.