The MSP Handbook for PSA and RMM Software

by FazalGR on Mar 21st, 2025 06:20 AM

There are ticks, bugs, invoices, project statuses, client communications, dashboards, metrics, and sales. These are only a handful of the many crucial factors that a successful MSP needs to keep an eye on. Imagine creating customized dashboards to monitor every one of these aspects or creating many SaaS accounts and repeatedly logging in to receive a brief overview.


Time is too valuable, particularly when discussing the state of a client's infrastructure. Instead, to make the work more efficient, the majority of MSPs choose Professional Service Automation (PSA software) and Remote Monitoring and Management (RMM tools). However, what precisely are these technologies and how might they enhance your IT service business? We will discuss the advantages of each in this article, as well as what to look for when choosing the best tool for your needs.


PSA software: what is it?
A software called Professional Service Automation (PSA) handles the business process side of MSP activity. ConnectWise and Autotask are two examples of tools that streamline aspects of work that aren't related to IT development and monitoring. As an illustration, this can cover sales and project management as well as "billing." All these topics are combined into a single platform by a PSA platform, allowing for their organized completion.
Key features of PSA software include:
Project management and tracking; Time and "expensive tracking"; Resource allocation and "scheduling"; Team collaboration; Billing and "invoicing" automated
• Integration of customer relationship management (CRM)
• Analytics and reporting
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