Product Webinar

Join our round-up webinar for feature demos, Q&A with the product team, and a sneak peek at what’s next.

July 22nd, 12PM EST

THE BUGLE
blog logo
Resources
BOOK A DEMOGET STARTED FOR FREE
MSPSTARTUPMARKETINGOPERATIONS
Resources
Write for the Bugle
THE BUGLE
Search
The Bugle
Categories
Library
DEMOGET STARTED FOR FREE

psa

|

How to choose the right PSA tool for your SMB needs

author

Akshaya Devi

Illustration: Ram Prasath

cover

It’s never too early to get a PSA tool for your small business. Here’s how to get the right one.

At a SuperSummit session, the fully virtual MSP summit organized by SuperOps.ai, the discussion took a turn towards the role of Professional Services Automation in managed services when someone asked who needs a PSA tool.

Anyone who derives revenue from billable hours and the projects they manage for their clients needs PSA, said every MSP expert and leading service provider without missing a beat.

Which is every MSP out there.

So if you are an MSP searching for a PSA tool to effectively track your billable hours and manage projects, with a little bit of business intelligence, you’re in the right place. We’ll make your buying process easier.

Setting expectations

PSA is a versatile tool. What started as a ticket tracking tool is now a full-blown resource planning mechanism capable of taking the hassle out of your operations. But as a small business, you only need a PSA tool that is advanced enough to get your process up and running fast and simple enough to do so without requiring an insane amount of customization. You need a tool that just fits the bill.

Fitting the bill

Some PSA tools can be quite broad, feature-wise and functionality-wise. These tools might have dozens of features you don't even use, cluttering the features you do use. Some of these features perform very similar functions, making your experience using the software all the more cumbersome. Ideally, you need a tool that has these standard features to start with:

  • Service desk to cater to all your ticketing needs,
  • Project management to visualize resource utilization and potential gaps,
  • Automation to replace chaos with predictability,
  • Client management to manage client information, invoices, and data in one place, and
  • Reporting to track process efficiency and performance alignment.

When you try out the tool, make sure these features are available and require little to no customization to get started. Also, it helps if you know what and what not to expect out of PSA software.

Related reading: Why should your PSA and RMM be 'truly' unified?

What a small business PSA does for you

Ticketing at its easiest

Ticketing will not be a pain anymore, as you can create, track, and manage all your tickets in a dashboard that is intuitive and easy to navigate. Your tickets are loaded with all the context your technicians need to resolve them quickly and effectively. 

High-speed project delivery

You are able to break down proximity bias and empower project managers with real-time insights on projects done, projects happening, estimated time of arrival, and potential roadblocks. This level of transparency will help managers take proactive decisions and drive improvement efforts. 

Hassle-free client engagement

With PSA that doubles as CRM, your technicians have information at their fingertips and are able to help your clients better with contextual communication. 

High productivity and high performance

Your technicians spend less time doing grunt work and more time nurturing client relationships. You can put workflows in place to turn recurring tasks into repeatable actions, saving insane money in the long run. Standardized processes also mean zero human error and continuous improvement. 

Ultimate process visibility

Reporting helps you stay on top of work that’s happening, how your teams perform, and where you are with respect to what your goals are. Reports are also fully automated, so you sit back and relax while work is constantly tracked in the backdrop.

Related reading: Ticketing system and PSAs for new/small MSPs

What a small business PSA doesn’t do for you

Domain-specific requirements

Small business PSAs may not come tailored for your specific industry requirements. Many tools like SuperOps.ai PSA, however, provide customization options and installation assistance for your specific needs.

Extensive customer relationship management

A CRM system typically helps you manage all your company’s interactions with existing and potential customers. The PSA you choose may not have as exhaustive features as CRM. But you’ve got the client management feature, which can help you map your customer journey effectively.

Complex marketing and sales pipeline management

Setting marketing and sales pipelines, which involve tracking the lead journey from start to finish, is not present in full capacity in many light PSA tools. But the existing features should help you find a way to manage your current requirements as a small business.

Enterprise-level resource planning

Some features like inventory management, warehouse management, and procurement don’t come with a small-business PSA tool. However, these are features you can pass for now as a small business with more intangible assets than tangible ones. 

Final thoughts

Empower your employees with the right PSA tool that makes their work easier, enabling them to do their best work possible. SuperOps.ai PSA solution is really simple to use and doesn’t nickel and dime you for features you don’t even need.

Book a demo and see what the solution can do and how easily it can scale. Needless to say, that’s the most important thing about a PSA tool.

authorImg

author

Akshaya Devi

Content Marketer

Marketer, Brand developer, MSP enabler.

read moreicon

SHARE THIS ARTICLE:

0

The Most Trusted 

PSA-RMM Platform

for Modern MSPs

1
Group 184249.svg

No Contract

Group 184250.svg

No Credit Card Required

Group 184251.svg

Reliable 24/5 Support

rating-img
2GET STARTED NOW

SUGGESTED STORIES

0
Cover
A Unified Approach to Backup and Disaster Recovery for MSPs with the SuperOps and Axcient Integration

This integration is built with one core purpose: to empower MSPs with a unified platform for deploying, monitoring, and managing backup software—without the need to toggle between multiple tools.

Lakshmi Madhu

2 min

1
Cover
The cybersecurity wake-up call for schools: How you can stay protected

Schools and universities are now top targets for cybercriminals, facing rising threats like ransomware, phishing, and data breaches. With limited resources and growing complexity, education IT teams must rethink their approach to cybersecurity.

Sai Manasa

3 min

2
Cover
Why we need to talk about Agentic AI

There’s a lot of noise in the AI space right now. But the future doesn’t belong to the loudest voices. It belongs to the ones who build with intent.

Arvind Parthiban

2 min

Powered by AI Superpowered for IT Pros

SuperOps

About usOur philosophyFeaturesPricingMarketplaceCustomersNews roomCareersContact usAffiliateResellersTech partnersEvents

Platform

PSARMMProject ManagementIT DocumentationAIFor IT teams

Resources

CommunityBlog - The BugleSuperPodSuperPod BytesBooksHelp CenterRoad to 1 millionTemplatesWebinarsStartups
Marketplace
SplashtopTeamviewerConnectwise ControlXeroWebrootQuickbooks OnlineQuickbooks DesktopPax8
Features
Asset ManagementPatch ManagementAlert ManagementPolicy ManagementIntelligent AlertingService DeskQuote ManagementAutomationClient ManagementContract ManagementNetwork MonitoringMobile appSmart TrackerScheduling

Learn

Best RMM softwareUEM SoftwareBest Patch Management SoftwarePatch ManagerUEM VS EMM VS MDMMSP AutomationBest PSA SoftwareBest IT Ticketing ToolOpen source RMM

Compare

AteraSyncroNinjaOneDatto HaloPSAConnectwisePulsewayKaseya

Subscribe to our newsletter

Follow us on

social
social
social
social
social
SOC_LogoHIPAA_LogoISO_Logo

© 2025 SuperOps. All rights reserved

Terms of use
Privacy policy
Cookie policy
GDPR
Security

Contact us: +1 628-270-9924 | +44 20 4525 2090

Powered by AI Superpowered for IT Pros

© 2025 SuperOps. All rights reserved

SuperOps

About usOur philosophyFeaturesPricingMarketplaceCustomersNews roomCareersContact usAffiliateResellersTech partnersEvents

Platform

PSARMMProject ManagementIT DocumentationAIFor IT teams
Features
Asset ManagementPatch ManagementAlert ManagementPolicy ManagementIntelligent AlertingService DeskQuote ManagementAutomationClient ManagementContract ManagementNetwork MonitoringMobile appSmart TrackerScheduling

Resources

CommunityBlog - The BugleSuperPodSuperPod BytesBooksHelp CenterRoad to 1 millionTemplatesWebinarsStartups
Marketplace
SplashtopTeamviewerConnectwise ControlXeroWebrootQuickbooks OnlineQuickbooks DesktopPax8

Learn

Best RMM softwareUEM SoftwareBest Patch Management SoftwarePatch ManagerUEM VS EMM VS MDMMSP AutomationBest PSA SoftwareBest IT Ticketing ToolOpen source RMM

Compare

AteraSyncroNinjaOneDatto HaloPSAConnectwisePulsewayKaseya
SOC_LogoHIPAA_LogoISO_Logo

Subscribe to our newsletter

Terms of usePrivacy policyCookie policyGDPRSecurity

Follow us on

social
social
social
social
social

Contact us: +1 628-270-9924 | +44 20 4525 2090