Autotask PSA Integrations

HaloCRM is an all-in-one customer service platform tailored for teams aiming to enhance their effectiveness in managing customer interactions. This versatile solution enables teams to oversee conversations across various channels, including Twitter, Facebook, Facebook Messenger, SMS, email, chat, and phone, ensuring that no customer inquiry goes unanswered, which ultimately boosts customer satisfaction through expanded communication options. With HaloCRM, support can be delivered through multiple mediums, including email, text, voice, and chat, allowing for flexibility in addressing customer needs. For larger customer service teams with intricate workflows, HaloCRM offers robust capabilities to manage complex processes through its intuitive drag-and-drop configuration and pre-built workflows. By utilizing HaloCRM, organizations can streamline customer prioritization and maintain a cohesive help desk, complete with integrated customer context for improved tracking of conversations and interactions. With such comprehensive features, teams can adapt to the ever-evolving demands of customer service while ensuring a seamless experience for their clientele.

Sourcetable is an innovative platform that leverages AI technology to enhance spreadsheets and data management, facilitating a multitude of tasks such as data analysis, file cleaning, data enrichment, research, visualization creation, report generation, and bolstering business intelligence efforts. By merging the classic functionalities found in tools like Excel and Google Sheets with advanced data integration and analytical capabilities, Sourcetable empowers users to utilize standard spreadsheet formulas while simultaneously connecting to a vast array of over 100 databases and applications, promoting real-time data centralization and insightful analysis. The platform employs sophisticated AI models to streamline workflows, detect trends, and support informed decision-making, thereby minimizing manual efforts and boosting data handling efficiency. Suitable for a variety of uses, Sourcetable excels in constructing dashboards, performing financial evaluations, preparing datasets for machine learning applications, and systematically organizing information for diverse projects. With its seamless blend of traditional spreadsheet tools and contemporary data functionalities, Sourcetable equips users with the essential resources needed for effective, data-driven solutions, ultimately transforming how individuals and teams interact with data in their daily operations.

Dell Boomi AtomSphere provides an efficient way to integrate different business applications with ease. As a multi-tenant integration platform as a service (iPaaS) that operates on a single-instance model, it offers a wide range of features that significantly improve the speed of integration and simplify management for organizations and their teams. The platform's visual design interface, combined with strong performance capabilities, ensures both scalability and high availability, effectively addressing all needs associated with application integration. With this cutting-edge platform, companies can effortlessly link their software systems while enhancing overall operational efficiency, making it an invaluable tool for modern businesses. Furthermore, Boomi AtomSphere also supports a variety of integration scenarios, adapting to the diverse needs of various industries.

ITBoost is an all-in-one IT documentation solution that brings together all necessary resources on a single platform. It streamlines the organization of documentation, key performance indicators, and client insights, ensuring a hassle-free experience. Crafted by ConnectWise, ITBoost provides a versatile dashboard equipped with advanced documentation capabilities, highlighting vital metrics from your external systems. With ITBoost, you can easily navigate all your MSP business applications, such as PSAs and RMMs. This tool enables you to handle your tasks effectively from one intuitive interface. By having all your essential tools consolidated in one location, you can significantly enhance your productivity and workflow efficiency. Embrace the simplicity and effectiveness of managing your IT documentation with ITBoost.

Zomentum is a specialized sales acceleration platform tailored specifically for IT partners, integrating pipeline management, proposal and quote generation, sales automation, and comprehensive reporting and analytics to facilitate seamless sales for managed service providers (MSPs). With Zomentum, users can produce documents 70% faster, boost deal values by up to 600%, and enhance conversion rates significantly. Currently, thousands of MSPs leverage Zomentum to enhance their revenue streams, shorten sales cycles, and streamline the purchasing experience. Our platform has helped customers generate nearly $100 million in total revenues. We are dedicated to cultivating a reliable network of IT partners, fundamentally transforming the IT procurement process for small and medium-sized enterprises globally, ultimately driving efficiency and growth in the sector.

Demonstrating a contemporary Managed Service Provider (MSP) involves showcasing a singular, white-labeled client portal that leverages automation to facilitate Ticketing, Service Catalog management, Reporting, Client Training, and Communication. This platform seamlessly integrates with tools like Office 365, ConnectWise, Autotask, Syncro, and BMS, allowing for centralized management of all client interactions within a secure environment. By creating a fluid experience for clients that spans from ticketing to account management, you can enhance satisfaction and engagement. It’s essential for the service catalog to be user-friendly, ensuring that clients can easily navigate and purchase services from your MSP. Since there can often be discrepancies between the information you possess and what your clients provide, CloudRadial’s fully customizable intake questions and ticket triaging help streamline this process. To effectively encourage your clients to utilize the portal for service requests, it’s crucial to convey the value and convenience that it offers. By prioritizing user experience, you foster a more productive relationship that benefits both parties.

Software designed to enhance the experience for Managed Service Providers (MSPs) and IT teams is now available to significantly improve customer satisfaction, operational efficiency, security, and communication. By merging your professional services automation (PSA) or IT service management (ITSM) tools with features such as apps, bots, forms, approval workflows, sentiment analysis, push notifications, and a client portal, you can tailor each application to meet the specific needs of individual clients, effectively enhancing customer satisfaction and net promoter scores (NPS). Clients value having their requirements addressed within a single, user-friendly platform. With ITSupportBot™, there is the potential to reduce support tickets by up to 10%, as our integrated 'Self-Service Bot' helps cut down on unnecessary inquiries while the 'Smart Engineer Bot' provides engineers with precise ticket information from the outset. This not only alleviates administrative tasks but also boosts job satisfaction among engineers. Additionally, by offering such customized solutions, you can establish a strong unique selling proposition that allows you to deliver outstanding experiences, surpass your competition, and secure more monthly recurring revenue (MRR) contracts. Ultimately, these tailored offerings not only enhance productivity but also contribute to building enduring client relationships that can lead to long-term success. The focus on customer-centric solutions is essential in today's fast-paced technological landscape.

Backup Radar stands out as a frontrunner in the realms of backup oversight, compliance assurance, and detailed reporting. Their innovative software, which automates end-to-end processes, serves as a groundbreaking solution that minimizes data loss while enhancing overall efficiency. Additionally, it provides increased visibility across various backup systems, making management simpler. With the capability to identify and rectify real-time backup issues, users can integrate this tool seamlessly with their preferred MSP platforms, such as RMM and PSA, as well as other productivity applications. The intelligent automation features help optimize workflows and establish consistent policies. Key features include the ability to detect stalled backup jobs through a no-results view, enabling monitoring via customizable dashboards and perspectives within the Backup Radar portal. The software also facilitates the grouping, automatic appending, and closure of tickets, ensuring that users only receive notifications that require action. Furthermore, it generates compliance reports tailored for clients with regulatory needs and offers both monthly and weekly reporting to help track trends in backup errors effectively. This comprehensive suite of tools empowers businesses to maintain robust backup practices while fostering a proactive approach to data management.

MyBig5 provides businesses with an innovative approach to overseeing employee performance. The process begins with the manager inputting the company's Objectives and Key Results (OKRs) for the current quarter. Following this, every employee sets five weekly goals that are in harmony with the established company objectives. Additionally, the platform facilitates the implementation of employee engagement surveys to gauge satisfaction and morale within the workplace. This comprehensive system not only promotes alignment but also encourages ongoing communication between managers and their teams.

AnswerForce serves as your reliable voice whenever you require assistance, enabling your business to thrive by managing every incoming call with a blend of professionalism, charm, and efficiency. Our virtual receptionists are on standby around the clock, which allows you to prioritize what truly matters: your customers. Even when you're unavailable, our team is ready to answer your calls, providing you with comprehensive reports that contain essential insights. Each caller will be warmly greeted by our approachable receptionists, who can seamlessly connect you or your team based on your specific call handling preferences. In addition, our proficient receptionists will take care of scheduling appointments and sending timely reminders as needed. With the expert assistance of AnswerForce, you can effectively capture and qualify leads, freeing you to concentrate on expanding your business. Plus, our bilingual answering service ensures that a caring and professional voice reaches a broader audience, enhancing customer satisfaction and engagement. This multifaceted support not only boosts your operational efficiency but also enhances your brand's reputation in the marketplace.

Empower your business with vital tools that boost efficiency and provide crucial insights for expansion, all available through QuickBooks Online Advanced. Gain access to pivotal data with reports that are both customizable and ready to impress, while maintaining synchronized spreadsheets for accurate business information and individualized insights. Minimize the hassle of manual processes by easily importing and sending multiple invoices and expenses at once, and simplify the task of entering and modifying several bills and checks in just a few clicks. Your security is our top priority; we protect your financial information with cutting-edge encryption and strong security measures. Customize your workflow by choosing from a variety of seamless app integrations tailored for QuickBooks Online Advanced, and expand its capabilities by linking with leading applications such as DocuSign, Bill.com, HubSpot, and Salesforce, among many others. By leveraging these features, you can not only enhance your business operations but also foster sustainable growth and success in an increasingly competitive landscape.

audIT is a SaaS platform tailored for managed service providers (MSPs), enabling them to create engaging, visually striking, and simple sales presentations that increase the likelihood of securing high-value IT contracts with ease when it comes to pricing concerns. By utilizing audIT, users can command higher fees, thereby boosting their earnings through additional sales and cross-selling options. This efficient tool allows the creation of professional-quality sales presentations in under an hour, which has encouraged thousands of MSPs worldwide to adopt audIT to enhance their sales and grow their monthly recurring revenue (MRR) significantly. With audIT, you can increase your MRR by showcasing comprehensive solutions at premium prices, with the confidence that clients will accept these proposals without raising price objections. Moreover, audIT uncovers hidden MRR opportunities by facilitating smooth upgrades during client evaluations, ensuring that necessary improvements for their security are willingly accepted. This state-of-the-art platform not only simplifies the creation of straightforward and emotionally resonant sales presentations but also conserves your time and energy, allowing you to concentrate on nurturing robust relationships with your clients. Consequently, audIT empowers MSPs to achieve greater success and scalability in their business endeavors.

Enhance your business with NPS Software that enables you to gather customer insights through a straightforward Net Promoter Score® survey. By utilizing our automated survey platform, you can boost response rates, gather valuable customer feedback, and drive business growth to new heights. You have the flexibility to conduct multiple campaigns targeting various audiences according to set schedules or events triggered by other applications. Engaging customers is made easier with a combination of email and in-app templates, ensuring you connect through the channels where you are most likely to receive responses. Additionally, you can customize the design and language of the survey templates and include follow-up questions that directly relate to the feedback received. To further enhance your response rates, take advantage of your own domain and conduct A/B testing on subject lines, while also ensuring your audience is verified for optimal deliverability. It’s essential to monitor all surveys dispatched to your audience effectively. Moreover, with workflows, you can streamline various processes and design tailored scenarios that meet your specific needs, making your feedback collection both efficient and impactful. This comprehensive approach will help you gain deeper insights into customer satisfaction and loyalty.

Field Nation links businesses with a vast network of IT professionals for on-site tasks across the country. Each year, this platform facilitates the completion of over 1.4 million work orders, achieving an impressive success rate of 98% throughout all U.S. ZIP codes. Our technicians bring valuable experience from working with prominent chains nationwide, specializing in the installation, troubleshooting, and repair of essential equipment relied upon by your customers. More than just a service, Field Nation represents a collaborative partnership aimed at ensuring that the talent you select delivers outcomes that exceed your expectations. We take pride in our work and strive for your satisfaction as our ultimate goal. However, don’t just take our word for it; you can consult reviews from your peers to assess technicians' previous work history, expertise, and performance relevant to your specific needs. By choosing skilled professionals, you can effectively fill service gaps and assemble teams of top performers with whom you can trust. Additionally, creating a tailored profile will enhance your visibility and showcase your unique skills in the marketplace. Our commitment to connecting businesses with the right talent makes us an essential resource for achieving operational excellence.

Your team of mobile professionals and remote workers requires a quick, flexible, reliable, and fully secure way to reach your company's internal applications, data, and network resources. They desire the ability to connect from anywhere in the world, at any time, and on any compatible device. The Barracuda SSL VPN provides the essential security and connectivity for accessing these resources through a web browser or nearly any mobile device. It simplifies the process for remote users to easily access internal files and applications. Unlike traditional VPN solutions, the Barracuda SSL VPN removes the need for additional client software or cumbersome configurations. Logging in from home or while traveling simply requires a web browser and an internet connection. Once logged in, users are welcomed by a customized portal that features internal web applications and file shares. Additionally, those using Java can take advantage of more sophisticated features like Remote Desktop Services or Citrix XenApp, significantly improving their remote working capabilities. This solution not only allows your workforce to remain productive regardless of their location, but it also ensures that security is never sacrificed in the process. Ultimately, the Barracuda SSL VPN enables seamless access while maintaining a strong focus on user experience and safety.

ITQuoter is a comprehensive quoting solution designed to accommodate everything from straightforward one-line quotes to intricate bids and professional proposals. Additionally, it features electronic sign-off and facilitates online payments without any extra fees. This system effectively oversees all elements of the sales process, encompassing quoting, order management, and purchasing, ensuring a seamless experience for users. With ITQuoter, businesses can streamline their operations and enhance their efficiency, making it an invaluable tool in the quoting process.

VARStreet's InstaQuote sales quoting solution caters to businesses ranging from small VARs to large enterprises, providing a balance of simplicity for smaller operations and comprehensive features for the more complex needs of larger resellers. This flexibility allows you to start small and expand as your business demands increase. The quoting application offers numerous customizable pre-designed templates, and our support team is ready to assist with any specific template requirements you may have. Alongside its robust quoting module, InstaQuote includes a complimentary CRM, seamless integration with over 45 IT and office supply distributors, and a complete procurement module for order processing. Additionally, users have the option to easily incorporate an eCommerce store and transition to a full VARStreet subscription as their business evolves and grows. This adaptability ensures that as your business thrives, your quoting solution can grow alongside it.

VARStreet XC serves as a cloud-enabled solution for managing business operations. This versatile e-commerce platform is tailored for VARs, distributors, and MSPs of varying scales, boasting responsiveness, scalability, and flexibility. It seamlessly connects with renowned payment processors and shipping services. Users benefit from unlimited custom pages while being able to configure pricing structures, catalogs, payment options, and shipping methods according to specific logins. Additionally, the platform offers robust reporting features and a comprehensive dashboard for all customers. It includes an advanced search engine and accommodates multiple currencies, enhancing the overall shopping experience. Furthermore, VARStreet XC fosters a dynamic environment for businesses to thrive in an increasingly digital marketplace.

The vCIOToolbox is an innovative Key Account Management and Advisory Platform designed to benefit both customers and IT service providers. It enables Managed Service Providers (MSPs) to pinpoint technological deficiencies and align solutions with the needs of various businesses, whether they are small or large. By utilizing this platform, you can effectively combat cyber threats and malicious actors, ensuring your services remain proactive. MSPs, Managed Security Service Providers (MSSPs), and other service organizations can adopt our streamlined, repeatable processes to guarantee their clients possess the necessary technology that aligns with their strategic objectives. Given that cybersecurity is an intricate field with ever-evolving threats, having protective tools is just one facet of a comprehensive strategy. Clients require guidance, akin to having a Cybersecurity Sherpa, to navigate these complexities. Our Governance, Risk, and Compliance (GRC) tools empower MSPs and MSSPs to conduct thorough assessments or initiate a Compliance as a Service Program, significantly reducing risk while simultaneously boosting revenue for the service provider. Additionally, you can keep track of client satisfaction and service performance, ensuring that your offerings continually meet their expectations and needs.

VARStreet CRM enhances the management of your quoting process, providing your sales team with greater oversight and capability. With VARStreet CRM, sales representatives can efficiently monitor quotes, engage with opportunities, add pertinent notes and activities, and conduct follow-ups, which leads to deeper understanding and better management of quotations and orders. The system's sophisticated analytics support more effective follow-up strategies for abandoned shopping carts. This holistic approach equips your sales team to perform at their best, ultimately driving increased revenue. Harmoniously integrated with both our quoting and eCommerce modules, VARStreet CRM serves as a natural extension of your existing operations. Moreover, it incurs no extra charges, making it a cost-effective solution. Quotes created in VARStreet automatically generate corresponding opportunities in the CRM, enhancing the control available to your sales staff. Furthermore, when an opportunity's status is updated to closed—whether won or lost—the associated quotes are instantly revised, ensuring that both modules remain perfectly in sync, which significantly optimizes workflow efficiency.

Active Directory functions as a central hub for storing information about a variety of objects in a network, which simplifies management and access for both users and administrators. It utilizes a structured format for data storage, allowing for a logical and hierarchical organization of directory information. This central repository, known as the directory, contains information about different Active Directory entities, typically including shared assets like servers, volumes, printers, along with user and computer accounts within the network. To gain a more comprehensive understanding of the Active Directory data repository, one can consult the section dedicated to the Directory data store. Integrated security protocols within Active Directory ensure secure logon authentication and regulate access to directory objects. With a single network logon, administrators can efficiently manage directory information and organizational hierarchies across the entire network while authorized users can easily access resources from any point within that network. Furthermore, policy-based administration enhances the management process, increasing efficiency even in complex network configurations. This system not only fortifies security measures but also optimizes resource management, thereby improving overall network operation effectiveness. By centralizing these functions, Active Directory becomes a vital component in maintaining a well-organized and secure networking environment.

Presenting a comprehensive and adaptable platform designed for the effective management of Knowledge Bases, Documents, Passwords, and Configurations, whether you prefer to host it on our cloud or your own! Users benefit from effortless access to their documentation in both online and offline modes. This solution is not only popular among Managed Service Providers (MSPs) but also serves as a trusted resource for IT departments around the world. Currently, more than 2,500 paying users are actively engaged with the IT Portal, in addition to countless instances that support an unlimited number of users. Our cloud offerings are available across multiple regions, such as the United States, Canada, the United Kingdom, the European Union, and Australia, while also enabling deployment within your private cloud. As IT teams grow, they frequently find themselves burdened by disorganized file shares and unwieldy Excel password lists. This innovative platform provides a secure and organized environment that streamlines information access and sharing pertinent to IT infrastructure. The IT Portal is designed to reduce downtime, improve accountability in documentation practices, and instill confidence in managers and IT professionals regarding a dependable system. With its extensive capabilities, the IT Portal is tailored to meet the dynamic demands of expanding IT teams, ensuring they remain competitive in an increasingly intricate landscape, and empowering them to handle their information management challenges with ease.

Planning meetings can often feel unproductive. TimeZest offers a smooth integration with ConnectWise Manage, enhancing your activity management, calendar, and ticketing processes. By utilizing TimeZest, you can eliminate the hassle of scheduling; it efficiently manages the entire process. Designed for ConnectWise Manage, TimeZest empowers clients to effortlessly select and reserve the most convenient time slots for their needs. Decisions are made based on your team's current availability, ensuring optimal coordination. These selections are promptly confirmed with automatic calendar invitations, paired with gentle reminders to keep everyone informed. Moreover, tickets in ConnectWise Manage are automatically updated, fostering a more seamless workflow and improving the efficiency of ticket resolution. With TimeZest, your staff can easily arrange client meetings directly within ConnectWise Manage, enhancing productivity and client satisfaction. This innovative tool not only saves time but also transforms the meeting scheduling experience into a more organized and efficient process.

Streamline, secure, and enhance your IT managed services with Liongard, the sole automation platform that offers comprehensive visibility throughout your entire tech stack. This capability empowers your team to operate at ten times their usual efficiency. The monotonous task of manually logging in to oversee Internet Domains, SQL servers, and other systems can be eliminated. By consolidating systems within Liongard, you can efficiently audit historical data, monitor significant changes, set proactive alerts, and generate reports across your IT infrastructure. With Liongard's integrated automation platform, onboarding new customers and keeping track of system modifications becomes a seamless daily process. Moreover, this platform aids in gathering data for business assessments, identifying new project potentials, and transforming clients into Managed Services. As a result, your managed service provider can achieve greater profitability, improved efficiency, and enhanced security, covering everything from the evaluation of prospective clients to the safeguarding of their systems. Automation provided by Liongard reduces the likelihood of human error, thus streamlining operations significantly. Ultimately, embracing Liongard means not only enhancing your current capabilities but also preparing your organization for future growth and stability.

Reduce client downtime and protect against data loss while cutting costs by implementing Acronis Cyber Protect Cloud, the only platform that integrates cybersecurity, data management, and endpoint protection. This comprehensive solution simplifies operations, enabling service providers to boost customer security without increasing expenses. Featuring state-of-the-art cybersecurity capabilities, it boasts an AI-driven behavioral detection engine aimed at preventing zero-day threats. Furthermore, it provides reliable backup and recovery solutions, such as full-image and file-level backups, disaster recovery options, and metadata collection for security analysis. The platform also offers managed service providers (MSPs) a powerful protection management system that includes URL filtering, vulnerability assessments, and patch management to enhance visibility and control. In contrast to conventional endpoint protection solutions that often require tedious management due to fragmented processes like license upkeep, update installations, compatibility evaluations, and multiple policy configurations, Acronis Cyber Protect Cloud simplifies and improves the entire security management experience. With this innovative approach, service providers can dedicate their efforts to delivering outstanding service, free from the burden of excessive administrative work, thus paving the way for better customer satisfaction and loyalty.

Our unique multi-factor authentication (MFA) solution significantly reduces the risk of data breaches and network disruptions caused by lost or compromised credentials, all while providing essential features through the Cloud for easy setup and management. AuthPoint goes beyond traditional 2-Factor Authentication (2FA) by implementing cutting-edge techniques for user verification, and our broad array of third-party integrations enhances the functionality of MFA for superior access protection. Essentially, WatchGuard AuthPoint emerges as the premier choice at a pivotal time, catering to businesses that need immediate solutions to counteract potential threats. By employing methods such as push notifications, QR codes, or one-time passwords (OTPs) for additional verification, AuthPoint guarantees strong identity validation, while our mobile device DNA technology authenticates the registered user's phone prior to granting access to systems and applications. Any unauthorized individual attempting to mimic a user's device to breach a secure system would encounter significant obstacles. Consequently, organizations can function with heightened assurance, confident that their security protocols are both sophisticated and effective, enabling a secure environment for sensitive data. This comprehensive approach to security not only protects against unauthorized access but also fosters a culture of safety within the organization.

Consistently managing security across diverse organizations, whether large distributed enterprises with numerous branch locations or small to midsize businesses (SMBs) employing remote workers, presents significant challenges. It is crucial for both SMBs and larger enterprises to have clear visibility into network and endpoint event data while also leveraging actionable insights to effectively counteract threats. The integration of ThreatSync, an essential component of Threat Detection and Response (TDR), is instrumental as it aggregates event data from the WatchGuard Firebox, Host Sensor, and advanced threat intelligence resources. This information undergoes analysis through a proprietary algorithm that assigns a detailed threat score and rank, enabling organizations to effectively prioritize their responses to potential threats. Additionally, ThreatSync's powerful correlation engine supports cloud-based threat prioritization, empowering IT teams to tackle threats quickly and decisively. By gathering and correlating threat event data from both the Firebox and Host Sensor, this system significantly strengthens the organization’s overall security posture. In doing so, it helps organizations remain one step ahead of emerging threats and fosters a proactive security culture.

PST files are commonly used by individuals as personal email archives, resulting in their extensive presence across various devices and network storage systems, which makes locating and managing them quite challenging. Fortunately, advancements in platforms like Microsoft Exchange and Office 365 have reduced the necessity for users to maintain local PST files; nonetheless, legacy PST files continue to contain vital information that demands careful management. Barracuda PST Enterprise provides a targeted solution to effectively address these challenges. Users often accumulate vast amounts of data, sometimes reaching several terabytes, stored in PST files on personal devices and network servers, leading to reliability issues since these files are susceptible to corruption and accidental loss. Additionally, the costs associated with storing, securing, and managing these large files can be significant, affecting both IT system performance and the workload of IT staff. Therefore, it is crucial to implement effective strategies for managing PST files, which will not only streamline operations but also help in minimizing the financial burden involved. By prioritizing PST file management, organizations can enhance their overall efficiency and safeguard important information.

We offer managed service providers (MSPs) essential tools for privileged access management, focusing on safeguarding customer admin accounts and securing their clients' identities. CyberQP is confident that MSPs represent the ideal solution for addressing cybersecurity challenges faced by small and medium-sized businesses. We place great importance on our collaboration with MSPs. Our system allows for the creation of accounts and passwords on-demand for technicians, employing zero-standing privilege and enhanced security features. Furthermore, we facilitate task automation, enabling the management of both admin and service accounts across various environments. Our process ensures that helpdesk identity verification occurs in under 30 seconds, effectively shielding organizations from both internal and external threats. MSP technicians have the capability to oversee and control who receives privileged access and during which timeframes. Discovering admin accounts and privileged access can be a challenging task for MSPs within their client networks; however, our automation simplifies this process significantly. By streamlining these operations, we empower MSPs to enhance their cybersecurity offerings and better protect their customers.

Streamline your workflow by utilizing a centralized dashboard that consolidates traffic visibility for all clients, eliminating the need for multiple logins. This solution facilitates rapid advanced searches, thereby improving your capacity to manage support tickets with greater efficiency. With just a couple of clicks, you can promptly eliminate threats and block malicious senders across your entire client base. Instead of handling each customer on a case-by-case basis, you can implement universal rules for all or chosen clients in seconds. Our platform equips you to detect and neutralize various email security threats, such as business email compromise, spear-phishing, and ransomware, all while being intuitive and ready for immediate use. Furthermore, Mesh guarantees the smooth synchronization of your mailboxes and licensing information from Microsoft 365, ensuring that the Mesh billing number aligns with Microsoft's billing number each month. While changing email security providers can be daunting, especially for larger Managed Service Providers, our concierge service simplifies the transition by taking care of most setup tasks for you. This streamlined assistance not only conserves valuable time but also boosts your operational efficiency, allowing you to concentrate on the core aspects of your business. Ultimately, adopting this comprehensive solution can transform your client management experience, making it more cohesive and less time-consuming.

By leveraging API connections from your existing tools, it is crucial to guarantee that your controls are effectively established and functioning across all cyber assets. Our clientele is varied, encompassing sectors such as legal, finance, non-profits, and retail, with numerous well-known organizations depending on us to protect their essential cyber resources. Establishing a detailed inventory of devices becomes possible by integrating with your current frameworks through API connections. Should any issues arise, the workflow automation system is capable of triggering responses through a webhook, thereby enhancing your operational efficiency. ThreatAware delivers a comprehensive snapshot of the effectiveness of your security controls in an intuitive format, empowering you to maintain visibility over your security stance regardless of the number of controls in place. The data generated from any device field allows for the effective classification of your cyber assets, facilitating both monitoring and configuration. When your monitoring systems accurately represent your real-time operational environment, each alert becomes critical, helping you remain vigilant against potential threats. This increased situational awareness fosters proactive security strategies and reinforces your overall defense mechanisms, ultimately leading to a safer cyber environment for your organization. Furthermore, this holistic approach not only enhances your immediate security posture but also prepares you for future challenges in the evolving landscape of cybersecurity.

Experience a comprehensive solution that automates discovery, documentation, password management, and the creation of network diagrams. Trust us to conduct thorough site assessments. The Network Glue collector adeptly identifies all devices across your clients' networks, no matter the manufacturer. It also reveals setups within Active Directory, providing detailed information about the AD roles assigned to each workstation and server, while effortlessly importing AD users from both on-premises and hybrid systems. Say goodbye to overlooked devices and missing user data, as our system ensures that all network devices, along with user details from Azure AD and Active Directory—whether they are cloud-based, hybrid, or on-premises—are meticulously documented and updated in IT Glue. This documentation also extends to virtual network components in Hyper-V and VMware environments. Understanding that design isn't everyone's forte, Network Glue takes the reins in generating complex network diagrams for you. With unique icons that promote a swift grasp of network configurations, these diagrams are fully integrated with IT Glue, providing instant access to pertinent information upon selecting a device icon. Additionally, our solution not only streamlines operational workflows but also empowers IT teams to redirect their attention to other pressing responsibilities while ensuring that network documentation remains precise and up-to-date. This holistic approach transforms the way organizations manage their IT infrastructure, ultimately driving productivity and reliability.

MyGlue acts as a unified platform for collaboration and intranet communication, creating a seamless route for engaging with end-users effectively. It eliminates the hazards tied to insecure email exchanges, informal conversations, and fragmented discussions. As IT professionals face the challenge of managing an ever-growing array of devices, data, and user accounts, adding a collaboration and intranet solution to your resources allows for the secure and easy distribution of IT documentation while collaborating with end-users. Packed with features reminiscent of IT Glue, MyGlue includes essential tools such as a password vault, checklists, and advanced security options like audit trails, version history, and SOC 2 compliance, ensuring that end-users have everything they need for successful password and document management. The newly introduced MyGlue help center streamlines the sharing of crucial documents, providing useful guides and tutorials at your fingertips. Discover a holistic approach to managing communication, documentation, and password handling across your organization and all teams, guaranteeing that everyone remains connected and well-informed. This integrated solution not only enhances productivity but also fosters a collaborative atmosphere within your workplace, making it an invaluable asset for any organization. With MyGlue, your team can confidently navigate the complexities of modern IT management while staying synchronized and engaged.

Our cloud-based phone system provides a simple yet flexible solution that includes powerful call management features. Start your complimentary 14-day trial today, free from obligations, as we offer adaptable monthly contracts. Prepare your business for the future, as technology has dramatically changed the way companies function and are managed in the modern era. Across the globe, businesses increasingly depend on data analysis, which enables them to devise effective strategies through insights gained from their interactions with both prospective and current customers. This progress is significantly driven by Customer Relationship Management (CRM) systems. With remote control over your desk phone, you can manage essential features such as speed dial, function keys, and directories from virtually anywhere. As the top VoIP provider in the UK, we equip you with a comprehensive mobile device management suite to address urgent and complex business needs, even when you are away from your office. Furthermore, Xinix offers an extensive array of unified communications (UC) solutions that enhance collaboration and productivity within your organization. Adopting these advanced technologies can result in remarkable gains in efficiency and customer satisfaction, ultimately positioning your business for long-term success. By integrating such tools, organizations can remain competitive in an ever-evolving market landscape.

Quoter serves as a comprehensive online quoting platform designed to enable sales teams to swiftly and efficiently generate quotes. By optimizing the sales proposal and quotation processes, Quoter not only conserves valuable time but also enhances overall control, ultimately empowering sales teams to secure additional deals while lightening their workload. With features such as reusable templates for proposals and quotes, tracking for both quotes and emails, seamless online approval and payment systems, as well as integrations with CRM and accounting software, Quoter significantly simplifies the quotation process. This innovative platform facilitates the rapid creation of quotes, clears obstacles, and accelerates payment collection, making it ideal for technology service providers. Its user-friendly interface, combined with automated workflows and flexible pricing plans that support unlimited users, allows teams to produce an unprecedented volume of quotations. Within a matter of clicks, you can generate professional and precise quotes while being able to monitor when your proposals are accessed. Additionally, Quoter supports smooth integration with PSA, CRM, and distributor systems, maximizing efficiency and encouraging more individuals to engage in the quoting process. As a result, Quoter not only enhances productivity but also fosters growth in sales opportunities.

Kaseya VSA is a sophisticated remote monitoring and management (RMM) tool tailored for Managed Service Providers (MSPs) and IT organizations. This software encompasses a wide range of functionalities, including swift remote access, robust discovery features, reliable patch management, and extensive monitoring and security options, all within a single platform. Consequently, Kaseya VSA significantly boosts the productivity of IT personnel, enhances service reliability, and strengthens system security. It acts as a unified IT Management solution, designed not only to improve service delivery but also to revolutionize business operations. By optimizing workflows across multiple tools, Kaseya’s platform markedly increases the efficiency of IT teams, thereby promoting better service delivery and improving overall business productivity. Organizations can experience firsthand the reasons behind the trust placed in Kaseya VSA by numerous IT departments for managing and automating their entire IT infrastructure from one central hub. Ultimately, this platform provides organizations with the ability to deliver increased value while reducing service delivery costs. Kaseya VSA supplies IT departments with essential management resources to actively monitor their systems via an integrated interface, establishing itself as a vital partner in the field of IT management. Furthermore, the seamless integration of Kaseya VSA with existing workflows allows for a smoother transition and enhances user satisfaction across the board.

The ContactScience® process enables your team to engage with each target more effectively, quickly, and accurately, enhancing overall productivity. Managers benefit from clear metrics that provide insight into their performance, ensuring optimal visibility and accountability within the team. This comprehensive approach not only improves efficiency but also fosters a culture of continuous improvement and data-driven decision-making.

Boost your sales and optimize your expenses while setting your MSP apart from the competition. By leveraging ID Agent, your MSP can stand out through its provision of immediate dark-web search results that instill a sense of urgency among clients. Additionally, ID Agent offers a wealth of resources and coaching tailored for sales and marketing, promising profitability within just 30 days. Many of your clients primarily worry about their network passwords being compromised, often overlooking the risks associated with their usernames and passwords being exposed on external sites and applications. With a team that includes three former CEOs of MSPs, ID Agent is well-equipped to deliver impactful cybersecurity threat intelligence to Managed Service Providers globally. Our hands-on experience allows us to understand the unique challenges you encounter and equip you with effective strategies for overcoming them. Embracing ID Agent not only enhances your service offerings but also positions your MSP as a proactive guardian of client security.

Datto RMM is a comprehensive cloud-based platform that empowers Managed Service Providers (MSPs) to effectively oversee and safeguard their clients' IT environments with modern and dependable solutions. Its design focuses on minimizing complexity, expenses, and potential risks, ensuring a seamless experience for users. The platform boasts robust automation and monitoring capabilities, including ransomware detection, patch management, and remote access, enabling MSPs to proactively address IT challenges, swiftly react to incidents, and enhance customer service. Additionally, it features an all-in-one cloud backup and disaster recovery system that is image-based, facilitating cloud-to-cloud backups and rapid recovery of vital data across Microsoft 365 and G Suite applications. With support for both Windows and Mac systems, users can quickly backup and restore files and folders, while secure file synchronization and sharing are streamlined through a centrally managed collaboration system. Furthermore, the solution allows for the prompt and reliable restoration of servers, demonstrating its effectiveness as a comprehensive business continuity and disaster recovery tool for organizations of all sizes. This multifaceted approach ensures that MSPs can maintain high levels of service and operational efficiency for their clients.

One of the most significant security hazards for managed service provider (MSP) clients is inadequate or improperly managed password security. As a reliable partner, your advisor can assist clients in fortifying their password protection. The Password Boss solution stands out as a top-tier password management tool specifically crafted for MSPs. It offers a holistic approach to managing customer passwords, enhancing security while minimizing the likelihood of data breaches. This solution aligns seamlessly with the service offerings of your MSP business. To further bolster the security of client information, it is advisable to implement two-factor authentication for all team members. Additionally, by designating various roles within the team, you can effectively manage, access, and configure passwords for customers. The platform also features centralized reports and dashboards that provide insights into customer security scores, usage patterns, audit logs, and overall customer data, ensuring comprehensive oversight and management. Utilizing such tools not only enhances security but also builds client trust in your services.

WatchGuard DNSWatch is a cloud-based security solution that provides enhanced protection through DNS-level filtering, effectively identifying and blocking potentially harmful connections to shield both networks and employees from damaging attacks. Experts at WatchGuard analyze critical alerts and provide concise summaries that detail potential threats with thorough insights. In cases where phishing is a concern, if an employee accidentally clicks on a malicious link, DNSWatch promptly redirects them away from the dangerous site and offers educational materials to improve their awareness of phishing threats. As hackers frequently leverage DNS to target unsuspecting individuals, monitoring DNS requests is a viable strategy for detecting and preventing such attacks. By integrating DNS-level filtering into the Total Security Suite, DNSWatch introduces a vital layer of defense against malware infections. Moreover, any attempts by users to access known malicious DNS addresses are automatically blocked, ensuring a seamless user experience as they are redirected to a secure landing page. This proactive measure not only mitigates immediate threats but also promotes user education, fostering a more security-aware environment within the workplace. Ultimately, the combination of these features helps organizations maintain a robust defense against evolving cyber threats.

Success in the business world largely depends on the ability to keep technology in sync with the rapidly changing digital environment. Utilizing Ingram Micro Cloud and its all-encompassing platform enables businesses to rapidly adjust to industry changes, leverage subscription-based services, optimize their operational workflows, and improve their market responsiveness and revenue streams by engaging with our extensive ecosystem. This level of adaptability not only drives innovation but also equips organizations for long-term growth in an increasingly competitive landscape. Ultimately, being proactive in these areas is crucial for thriving in today's market.

Pillr is an advanced security operations software that offers round-the-clock SOC support and services throughout the year. This platform consolidates various security data sources and tools into one unified console, allowing for streamlined operations. It automatically analyzes data and cross-references the resulting telemetry with more than 35 top-tier threat intelligence feeds, generating alerts that are actionable for users. With Pillr, you can utilize a customizable dashboard to scrutinize data efficiently. Moreover, the software provides robust threat intelligence tools for investigating events and facilitates collaboration with Pillr's SOC team to address and resolve issues effectively. The platform boasts compatibility with over 450 different integrations, including notable tools from Autotask, Check Point, ConnectWise, Crowdstrike, Microsoft, SentinelOne, and Sophos, with new integration options being added on a daily basis. Pillr's SOC is comprised of a dedicated team of over 85 security analysts, threat hunters, and other specialists, ensuring that service providers have access to immediate support and expert guidance whenever needed, which significantly enhances the overall security posture of organizations.

FlexPoint revolutionizes the payment procedure, making it both simple and efficient, which significantly improves your cash flow. By streamlining your billing processes through automation, you can enhance productivity while ensuring that payments are received on time. Eliminate the hassle of repetitive manual tasks and make payment collection a breeze. The platform facilitates full automation of the reconciliation process, covering everything from invoicing to deposits. Clients benefit from secure online payment options, allowing you to maintain your brand's strong reputation. Provide an invoicing experience that mirrors the exceptional customer service you offer. This comprehensive tool is tailored to accelerate your business growth with its efficient payment solutions. Without the need for long-term contracts, you can foreseeably manage your cash flow and avoid any unforeseen financial challenges thanks to our sophisticated billing automation functionalities. You have the ability to set customized rules for automatic invoice payments, whether you choose to apply them to all clients or select specific ones. This effectively removes the tedious chore of manual payment reconciliation across different tools, fostering a more streamlined financial operation. Witness the positive shift in your billing methods and relish the advantages of improved operational transparency, ultimately leading to better financial decision-making.

Datto SaaS Defense equips Managed Service Providers (MSPs) with the tools necessary to proactively combat a wide range of cyber threats, such as malware, business email compromise (BEC), and phishing attacks that target platforms like Microsoft Exchange, OneDrive, SharePoint, and Teams. By implementing a data-independent security measure for Microsoft 365, MSPs can effectively protect their clients from ransomware, malware, and phishing threats while also addressing BEC issues head-on. This sophisticated threat protection solution is crafted to detect zero-day threats at their inception, ensuring that defensive actions are taken promptly rather than after a significant delay. With Datto SaaS Defense, the data of clients using Microsoft 365 across services like OneDrive, SharePoint, and Teams remains secure at all times. Furthermore, this comprehensive security tool not only helps MSPs attract new clients but also facilitates market growth without necessitating additional staff or extensive security training investments. In contrast to traditional email security systems that depend on historical data from past cyber incidents, potentially leaving vulnerabilities to emerging threats, Datto SaaS Defense stands out by prioritizing proactive detection and swift response. Consequently, it builds a robust defense mechanism that continuously adapts to the changing landscape of cybersecurity risks, enhancing overall resilience in an increasingly complex digital environment. This adaptability ensures that businesses are better prepared to face future challenges head-on.

Discover automation solutions customized for Managed Service Providers (MSPs) through Rewst, a Robotic Process Automation (RPA) platform that integrates effortlessly with your existing tools, eliminating the need for coding or agents. Its intuitive visual canvases empower you to construct flows that connect various tools, boosting efficiency while minimizing the necessity for extra staff. As a structured MSP, you probably have well-defined IT processes and documentation, yet you might feel ensnared in a loop of monotonous manual monitoring. Instead of spending countless hours overseeing these tasks, allow Rewst to manage and automate them on your behalf. The Robotic Operations Center (ROC) is available to assist you in crafting tailored workflows and addressing any obstacles you may encounter throughout your automation process. Whether you need help with platform usage, feature integration, or initiating your workflows, the ROC is dedicated to supporting you in achieving your automation objectives. Each subscription comes with ROC assistance, ensuring that your automation is efficient and seamlessly interconnected, allowing you to concentrate on higher-level strategic initiatives. With Rewst, you can finally reclaim valuable time and enhance your operational effectiveness to unprecedented levels, paving the way for innovative growth and success.

Stop settling for minimal commissions and collaborate with RingLogix to achieve profit margins of up to 70% for your managed service provider (MSP) enterprise. You can easily create personalized quotes and allow clients to register online with just a few clicks, simplifying the onboarding procedure. Customers can be instantly activated, and services can be provisioned directly from any quote, with the option to add extra services as required. Take advantage of the integrated billing system to oversee subscriptions, manage taxes, issue invoices, and conduct payments effortlessly. Immediate access to call logs is available, offering insights that include SIP ladders, caps, RTP statistics, and much more, significantly improving your operational understanding. There’s no need to invest in new hardware or replace your existing devices, as RingOS is built to integrate smoothly with all major vendors, and we are always open to collaborating with new partners. Our platform allows you to quote, activate, bill, and support your own branded services through a unified, white-labeled interface. Your brand identity and customer experience remain at the forefront, bolstered by our comprehensive platform, which serves as a true white-label solution. You will have complete authority over every aspect, from packaging and pricing to features and integrations, ensuring your services align with your specific business objectives. This degree of customization not only empowers you to enhance your business operations but also enables you to meet the distinct needs of your clientele more effectively, ultimately leading to stronger client relationships and increased satisfaction.

Elevate the loyalty of both your customers and employees using our innovative one-click survey tool, which integrates effortlessly with your CRM or email signature for automatic deployment. This tool allows for immediate recognition of employees who provide exceptional service, with their accomplishments highlighted on a public newsfeed. By cultivating an environment where praise is shared among managers and peers alike, this platform is customized to align with your organization's culture and goals. All recognition displayed on the newsfeed encourages a spirit of appreciation throughout the workplace. You can also create goal-oriented competitions to effectively convey and synchronize your company's objectives with your team, ensuring that top performers receive the recognition they deserve. With Crewhu, you not only reduce employee turnover but also enhance customer loyalty, recurring revenue, and overall profitability. Specifically designed for Managed Service Providers, Crewhu simplifies the process of engaging and motivating your workforce, all while prioritizing customer satisfaction and accelerating business growth. Ultimately, nurturing a positive workplace culture leads to increased employee happiness, which translates into satisfied customers and a flourishing organization, reinforcing the synergy between employee engagement and customer success. This interconnected approach ensures that every team member feels valued and empowered, driving the company toward greater achievements.

Simplify the payment reception process, spanning from invoicing to collections, while erasing monotonous accounting tasks, stressful collection calls, and persistent overdue payments. Enjoy a smooth cash flow experience that enhances your operational efficiency. For many service providers who deliver exceptional value, receiving payments on time can often feel uncertain. As a result, your income may become trapped in overdue receivables, making it seem difficult to reinvest in your business’s development. Yet, this doesn’t have to be an arduous struggle. ConnectBooster presents a scalable solution aimed at improving your cash flow, trusted by thousands of service providers to ensure they receive payments on schedule and with minimal effort, thus conserving valuable time. Are you prepared to be part of this community? With the capability for two-way data synchronization with your existing systems and various payment automation features, ConnectBooster can help you reclaim between 8 to 20 hours each month dedicated to billing tasks. Before adopting ConnectBooster, service businesses typically experienced an average wait of 48 days to receive payments from clients. This delay can significantly impede growth and operational efficiency. Now, with timely payments achievable, you can concentrate on what truly matters—expanding your business and enhancing the services you provide to your clients. Ultimately, a smoother cash flow process can lead to greater peace of mind and improved business outcomes.

Enhance your business's financial efficiency by eliminating manual errors while utilizing our exceptional invoice and payment synchronization. With Wise-Sync’s innovative technology, each transaction record is thoroughly validated in real-time, guaranteeing that your financial figures are both precise and trustworthy. You will also gain valuable insights into departmental performance through comprehensive PNL reporting, which helps pinpoint the areas that are most beneficial to your bottom line. This clarity allows for better resource allocation and strategic planning for a prosperous future. Furthermore, Wise-Sync empowers every department to operate as an independent business unit, simplifying the validation and organization of records in an instant. The efficiency gained enables your finance team to achieve the clarity needed to make impactful decisions, driving your business towards new opportunities. Consequently, you will be equipped to confidently navigate the intricate financial landscape, ensuring that your strategies are both effective and informed. In essence, Wise-Sync not only streamlines processes but also fosters a culture of proactive financial management throughout the organization.