ConnectWise PSA vs Effigate

ConnectWise PSA is a paid service for project and service operations, available on Android, iOS, and the web. Listed capabilities include project management, ticketing, resource management, billing and invoicing, time tracking, utilization reporting, resource planning, project financials, and a customer portal. The Basic plan includes project management, ticketing, resource management, and a customer portal. Standard includes those functions plus QuickBooks Online integration. Premium includes unlimited project management, ticketing, resource management, and a customer portal, along with cloud infrastructure billing. Prices are available on request rather than listed publicly. ConnectWise was founded in 1982 and is headquartered in Tampa, Florida, USA. The plan structure separates a basic operational set from accounting integration in Standard and unlimited project management plus cloud infrastructure billing in Premium. Teams can review these listed functions against their project, resource, ticketing, and billing workflows before requesting pricing.

Effigate brings agile project delivery, contract-governed helpdesk support and end-to-end billing into one platform. Project management covers epics, stories, tasks, sprint boards, poker planning, velocity tracking and workload views. Its helpdesk supports priority-based SLA timers, L1/L2/L3 service levels, breach alerts, escalation rules and client visibility controls. Billing supports Fixed Price, Hourly, Bucket-Based and Scope-Based contracts, with rate cards fixed at activation and automated invoicing. Integrations listed include GitHub, GitLab, Gitea, Slack, Microsoft Teams, email, S3, Google Drive and Dropbox. The platform provides a tenant-scoped REST API, MCP-ready workflows, signed outbound webhooks and AI connections for OpenAI, Gemini and Grok. Effigate states that it uses schema-per-tenant isolation, AES-256-GCM encryption at rest, TLS 1.2 or higher in transit and append-only audit logs. Desktop Timer builds are available for macOS, Windows and Linux; screenshot capture modes can be set to full, blurred, silent or disabled under tenant policy. The 7-day free trial includes full access and requires no credit card. Professional costs $79 a month, billed monthly, for up to 25 users. Enterprise has custom pricing and unlimited users.