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SiteOps Command vs ConnectWise

ConnectWise, Autotask, and Salesforce run pipelines and tickets. None of them can see the building. This is the honest map of where SiteOps Command overlaps your CRM — and where the revenue plane meets the design plane.

The honest frame

This is our secondary comparison, and it starts with a concession.

If ConnectWise or Autotask is your service desk — tickets, SLAs, the RMM ecosystem — SiteOps Command is not built to replace it, and this page won’t claim it is. That row in the table below concedes plainly.

The overlap is the revenue plane: renewals, orders, invoices, AR, and the client records behind them. In a PSA those live as rows you re-key from whatever tools designed the install. In SiteOps Command they are the same record as the design — the renewal knows which devices are on the wall, what the coverage proof said, and what the as-built recorded.

Capability by capability

Capability comparison between SiteOps Command and ConnectWise or Salesforce
Capability SiteOps Command ConnectWise / Salesforce
Client profiles, pipeline, and renewals
Invoices, aging, and collections
Service desk, ticketing, and the RMM ecosystem
Renewals tied to the installed design — devices, coverage, as-built
BOM generated from the actual design
Quote → order → invoice → renewal without re-keying the design
Customer portal showing live design, install, and renewal state
Coverage physics (Wi-Fi, camera, A/V) on the same record

The overlap

Where the CRM plane is already covered

Renewal pipeline with a real status workflow, order management with shipment tracking, order import that turns emails and PDFs into structured orders, invoices with aging and collections on real AR, and a financial dashboard across revenue, AR, pipeline, and recurring services.

  • Renewals never depend on a spreadsheet reminder or a re-keyed agreement row.
  • Orders, invoices, and AR attach to the project they belong to.
  • A white-label customer portal gives each customer inventory, orders, renewals, and reports.
Revenue operations, in depth

The difference

Where a PSA cannot follow

A PSA sees an agreement; SiteOps Command sees the building. The revenue records ride on the same model that computed the coverage — so quoting, ordering, and renewing never leave the design behind.

  • The BOM is generated from the design, then priced into the quote — no re-keying.
  • The renewal shows the installed devices, their coverage, and the as-built record.
  • Coverage physics — Wi-Fi, camera, A/V — lives on the same record as the money.
The project lifecycle

Coexistence

Keep the service desk. Move the design-to-revenue plane.

Most teams that adopt SiteOps Command keep their PSA for tickets and run survey → design → BOM → quote → order → invoice → renewal here, where the work is attached to the building. Start with one project and let the shared model make the case.

The customer portal

The CRM plane, dollarized honestly

Published ranges framed as what you spend now — never as our price.

$2–5K/yr
ConnectWise
Published range — your spend today, not our price
$3–15K/yr
Salesforce
Published range — your spend today, not our price
One record
The renewal knows the building
Devices, coverage proof, and as-built attached
Zero re-keys
Design → quote → order → invoice → renewal
The revenue plane rides the design plane

Frequently asked questions

Does SiteOps Command replace ConnectWise?

If ConnectWise or Autotask is your service desk — tickets, SLAs, the RMM ecosystem — no, and we won’t pretend otherwise. If you use it (or Salesforce) as the system of record for renewals, orders, invoices, and AR on installed infrastructure, that is the overlap: SiteOps Command carries that plane natively, attached to the design itself.

Can we run SiteOps Command alongside our PSA?

Yes. Teams keep the service desk where it is and run the design-to-revenue lifecycle — survey, design, BOM, quote, order, invoice, renewal — on the shared model. Nothing requires ripping out your ticketing.

What does the design plane add to a renewal?

Context a CRM row cannot hold: which devices are installed and where, what the coverage proof showed, what the as-built recorded, and what is coming due. The renewal conversation starts from the building, not from a bare agreement line.

What do ConnectWise and Salesforce cost today?

Published ranges put ConnectWise at $2,000–5,000 per year and Salesforce at $3,000–15,000 per year. Those figures describe your current spend on the CRM plane — they are not SiteOps Command pricing, which is: talk to us.

Give the revenue plane eyes on the building

Run one project end to end — survey, design, BOM, quote, order, invoice — and see what a renewal looks like when it knows what is installed.