ConnectWise PSA Integrations

Founded in 2011, BrightGauge, a product of ConnectWise, was developed to fill a significant void in the small to medium-sized IT services sector. It offers an enhanced method for clients to retrieve data and oversee their operations more effectively. With BrightGauge Software, users can showcase all their business metrics in a unified interface through the use of gauges, dashboards, and client reports. Currently, over 1,800 businesses around the globe utilize BrightGauge. The software seamlessly integrates with a variety of popular business tools, including ConnectWise, Continuum, Webroot, QuickBooks, Datto, IT Glue, Zendesk, Harvest, and Smileback, making it a versatile choice for many organizations. This broad compatibility ensures that users can streamline their workflows and improve their overall business performance.

To protect your business operations effectively, it is crucial to adopt endpoint protection software that exceeds the capabilities of traditional antivirus programs. Endpoint protection, or endpoint security, includes a variety of cybersecurity strategies aimed at safeguarding network endpoints like laptops, desktops, smartphones, tablets, servers, and virtual environments. This suite of services often features antivirus and antimalware tools, web filtering, and other defensive strategies. By employing endpoint protection, companies can successfully defend critical systems, proprietary information, customer data, employee records, and even visitor information against threats such as ransomware, phishing attacks, malware, and numerous other forms of cyber threats. If you're questioning the necessity of endpoint protection, remember that cybercriminals are constantly developing new methods to breach networks, manipulate employee trust, and extract confidential information. Many small businesses mistakenly think they are not attractive targets for cyberattacks, but this belief is a serious misconception. In fact, small companies with as few as 100 employees are now encountering risks comparable to those faced by much larger organizations with 20,000 employees, emphasizing the widespread need for effective cybersecurity solutions. Moreover, the increasing sophistication of cyber threats makes investing in comprehensive endpoint protection not merely an option; it is an essential measure to secure the future and integrity of your business in an ever-evolving digital threat landscape. Ultimately, prioritizing robust cybersecurity measures will empower organizations to thrive despite the risks that accompany modern technology.

MSP360 Managed Backup offers a straightforward and dependable backup solution. This user-friendly platform features centralized management, monitoring, and reporting capabilities, ensuring ease of use for its clients. Additionally, it seamlessly integrates with leading cloud services such as AWS, Wasabi, Backblaze B2, and Microsoft Azure, providing top-tier data protection across various systems including Windows, Linux, macOS, VMware, Hyper-V, Microsoft 365, and Google Workspace. With these integrations, users can safeguard their data efficiently and effectively.

SmileBack® distinguishes itself as the only customer feedback platform specifically designed for Managed Service Providers (MSPs), with a dedicated focus on boosting client satisfaction. By collecting real-time feedback, you can save valuable time, improve your service offerings, and enhance the overall experience for your clients. The platform provides insights into customer perceptions through a feedback mechanism that emphasizes Customer Satisfaction (CSAT) and Net Promoter Score (NPS). With access to both quantitative and qualitative data, you are equipped to harness this information to improve operational efficiency, retain more customers, and expand your business opportunities. By consistently collecting and analyzing survey results, you can improve service quality and optimize your operational processes. You will be able to quickly identify areas needing improvement and replicate successful strategies by understanding the challenges and triumphs faced by your customers. The seamless integration with your existing systems facilitates the automation of repetitive tasks, making it easier to manage daily operations. SmileBack® is designed to smoothly integrate into your workflow, reducing hurdles and paving the way for your success while deepening your insight into customer preferences. This comprehensive strategy ensures that you remain closely aligned with your clients, promoting stronger relationships and lasting loyalty, which is essential in today’s competitive landscape. Ultimately, the use of SmileBack® enables MSPs to cultivate a proactive approach to customer engagement, ensuring sustained growth and satisfaction.

Sage 50 streamlines your business operations, allowing you to devote less time to administrative duties and financial anxieties. With our solution, you can reduce the number of tools you use, as it offers secure remote access to essential company data, analytics, customer records, and critical documents, enabling you to work flexibly and at your convenience. The integration with Microsoft 365 ensures you can utilize vital applications such as MileIQ, OneDrive, SharePoint, Teams, and Sage 50 financials from any device, regardless of your location. This also encompasses key Microsoft Office applications like Outlook, Word, and Excel, enhancing your productivity. The Outlook Connector feature further optimizes your time management by seamlessly syncing your Microsoft Outlook contacts with those in Sage 50. This allows for quick and easy access to vital customer information, including credit limits, contact details, and order history. Additionally, Sage Intelligence, powered by Microsoft Excel and Power BI, delivers valuable insights into your business data, helping you make informed decisions. With these tools, you can enhance your operational efficiency and drive your business forward.

Netreo stands out as a premier full-stack platform for managing and observing IT infrastructure. It serves as a comprehensive source of truth for proactive monitoring of performance and availability across extensive enterprise networks, infrastructures, and applications. Our platform is designed to cater to the needs of: IT executives, who benefit from complete visibility into business services, down to the underlying infrastructure and networks that sustain them. IT Engineering teams, who utilize it as a decision-making tool to effectively plan and design modern solutions. IT Operations groups, who gain real-time insights into issues within their environments, allowing them to identify bottlenecks and understand their impact on users. These valuable insights extend to mixed systems and vendor environments that are dynamic and ever-evolving. With ongoing support for over 350 integrations, we continue to expand our partnerships with network, storage, virtualization, and server vendors. As a result, organizations can adapt seamlessly to the complexities of their IT landscapes.

Dropsuite is a state-of-the-art cloud platform dedicated to the protection of essential business data. Our pioneering solutions enable companies around the globe to easily backup, restore, and secure their information. Emphasizing robust security, scalability, and intuitive interfaces, Dropsuite has become the preferred option for top IT experts and Managed Service Providers. Additionally, our cloud-based email archiving solution delivers extensive data protection tailored for organizations of any scale. Regardless of whether you utilize Microsoft Exchange Online, Hosted Exchange, G Suite Gmail, or various other email systems, Dropsuite guarantees effective storage, management, and retrieval of your important data while also enhancing overall operational efficiency.

ELEVATE YOUR MSP WITH SyncMonkey. So, what exactly is SyncMonkey? It is a versatile, secure, and intuitive documentation management platform created by experts in the field. The main goal of SyncMonkey is to simplify the everyday operations of your MSP. SITES & COMPANY DETAILS. This section acts as a comprehensive hub for all client locations, equipping technicians with vital information such as contact numbers, primary contacts, physical addresses, and websites. Improve your MSP Clients' experience with the Client Portal. This feature allows clients to access and manage their credentials and documents independently, while also granting administrative contacts the ability to view all employee credentials and update payment information and invoices seamlessly. Notifications. SyncMonkey actively tracks all your software license agreements, employee birthdays, domains, and other important items, sending reminders as deadlines approach. This capability not only helps maintain organization within your company but also ensures that you stay on top of critical deadlines, ultimately leading to a more efficient workflow and enhanced client satisfaction. By utilizing SyncMonkey, your MSP can achieve a higher level of operational excellence.

With the increasing number of remote workers, the dependence on cloud-based applications is intensifying, while incidents of cyber theft are on the rise, prompting organizations of all sizes to emphasize the importance of Secure Identity & Access Management. Passly™ from ID Agent, a subsidiary of Kaseya, enables IT departments to effectively and economically provide appropriate access to authorized personnel, ensuring connections occur from designated devices and locations. This platform boasts critical components such as Secure Password Management, Single Sign-On, and Multi-Factor Authentication, which are essential in an era marked by unprecedented cyberattack risks. Given that around 80% of data breaches arise from compromised, weak, or stolen passwords, the necessity for a strong identity and access management solution is more pressing than ever. Passly emerges as a well-rounded and budget-friendly choice that enhances security, compliance, and operational productivity. Furthermore, its Shared Password Vaults allow technicians to securely manage and store credentials for various accounts—whether business-related, personal, or shared—within a centralized and intuitive interface. Organizations that prioritize these types of solutions will not only strengthen their data protection strategies but also foster greater trust with their clientele. By investing in advanced security measures, businesses can significantly mitigate the risks associated with remote work and cloud services.

Microsoft Dynamics SL functions as an all-encompassing enterprise resource planning (ERP) system that combines powerful project and financial management capabilities, allowing organizations to adeptly meet customer demands, comply with regulatory requirements, and deliver services on schedule and within budget. Many accounting software solutions struggle with project-related functions, whereas most industry-specific applications often lack vital accounting features. Dynamics SL remedies this gap by integrating project management tools with financial capabilities, providing a cohesive end-to-end solution. Improve various facets of your business operations, such as sales, project management, job costing, and materials oversight, while ensuring a seamless connection with your financial systems. Achieve project completion within set timelines and budget limits, all while collecting and maintaining essential data needed for compliance with regulations. Utilizing this information enables you to make strategic decisions, manage your personnel and finances effectively, and maintain profitability across both client services and project endeavors. In essence, Microsoft Dynamics SL equips businesses with the tools necessary to elevate their operational efficiency and effectiveness, ultimately leading to enhanced performance and growth in competitive markets. This empowers organizations to thrive in a constantly evolving business landscape.

Kaseya's Quote Manager is set to transform your sales process into a more efficient and effective operation. By simplifying quoting and procurement, it aims to significantly enhance revenue generation. This innovative tool provides you with a strategic edge in the competitive sales landscape. With our user-friendly cloud platform, every team member can effortlessly create quotes and close sales, leading to greater success for Managed Service Providers (MSPs). The drag-and-drop editor allows for quick and easy quote creation, resulting in well-designed and branded documents. MSPs can save valuable time, bypassing the lengthy 20-minute process typically involved. Transitioning to modern electronic quotes will not only improve efficiency but also minimize the need for revisions and expedite the sales cycle. Say goodbye to the cumbersome and slow process of hardware acquisition; our automation streamlines the workflow, reducing rework and enhancing overall productivity. By adopting this forward-thinking solution, businesses can eliminate tedious manual tasks and significantly boost their operational efficiency. Embrace the future of quoting with Kaseya and watch your sales soar.

Incorporate QuoteWerks, a powerful software solution for sales quoting and proposals, into your CPQ and Quote-To-Cash sales workflow. To streamline the creation of sales quotes and proposals, QuoteWerks stands out as a top-tier Configure-Price-Quote (CPQ) tool that enables organizations to enhance their sales processes, leading to quicker and more efficient transactions. This versatile platform provides smooth integrations with PSA/CRM systems, connects with QuickBooks and Sage 50, facilitates credit card payment processing, and includes features for approval and peer review, along with quote labor management, Word-based proposal generation, and an insightful dashboard for performance tracking. Additionally, QuoteWerks is designed to adapt to the unique needs of your business, ensuring a tailored approach to sales efficiency.

As a business owner, your responsibilities can be overwhelming, but Teamleader is here to simplify your tasks and clear your mind. Our integrated software solution enables you to generate quotes, oversee customer relationships, invoice clients, and organize work seamlessly in one platform. This consolidation means you can eliminate the confusion that comes from juggling multiple emails, spreadsheets, and various applications. With Teamleader, you gain a comprehensive view of your sales prospects, ongoing projects, and financial transactions, providing you with valuable insights into your business’s health. Join the ranks of over 15,000 entrepreneurs and their teams who trust Teamleader to enhance their efficiency and reduce administrative burdens. Don't miss out on the opportunity to transform how you manage your business!

AlertOps stands out as a top-tier platform for Incident Response Automation and Alert Management. This SaaS-based solution serves as a central hub for collaboration and automation, empowering organizations to significantly enhance their notification, escalation, and resolution processes for issues. When incidents arise that jeopardize vital business operations and revenue streams, the platform ensures that the appropriate individuals receive timely alerts containing essential information, facilitating quick resolution. As businesses seek to refine and revolutionize their incident response strategies to meet growing customer and operational demands, AlertOps offers unparalleled features that promote smoother customer interactions while enhancing operational efficiency and driving better business outcomes. Explore how some of the largest global companies harness the power of AlertOps to improve their response times, outpace rivals, and capitalize on critical moments. The ability to manage incidents effectively can ultimately determine an organization's success in today’s competitive landscape.

VIPRE Email Security offers robust protection for both your email users and business networks against advanced malware, malicious attachments, and phishing attacks that often evade conventional detection systems. Functioning as a secure email gateway, it inspects both incoming and outgoing emails in real-time, effectively identifying and neutralizing threats before they can inflict damage. The platform's powerful visual analytics provide comprehensive insight into active attacks, allowing security teams to react swiftly and with precision. Furthermore, with a straightforward integration into Microsoft 365, VIPRE can eliminate dangerous or questionable emails from a user's inbox even after delivery, enhancing the level of security. Available in two distinct versions, VIPRE Email Security Cloud offers essential protection suitable for most organizations, while VIPRE Email Advanced Threat Protection utilizes advanced AI techniques for a more thorough analysis of file attachments and links. Together, these solutions work harmoniously to protect your email ecosystem from emerging threats, ensuring your organization remains secure with minimal ongoing effort, while also adapting to the changing landscape of cyber risks.

A toll-free number enhances your business's professional image, allowing clients and callers to connect with you at no charge, no matter where they are situated. We offer a variety of toll-free options, such as 800, 866, and customized vanity numbers, while local numbers can help you create a footprint in specific markets, which many businesses utilize for focused marketing strategies. Our fully online PBX system gives you ultimate control over your phone configuration at any time. You can easily set up call forwarding by entering the required details, making the process simple and far superior to conventional hardware solutions, all while providing a suite of beneficial features. With our Business VoIP phone service, you receive the capabilities of a Fortune 500 company's communication system at an affordable cost. For just $35.95 monthly, you can enjoy unlimited calling throughout the United States and receive unlimited calls on your local number, representing a wise investment for any enterprise. Additionally, the convenience of managing your phone system online allows for seamless adjustments as your business needs evolve, ensuring you stay adaptable in a dynamic marketplace. This combination of affordability and flexibility makes our service an ideal choice for businesses aiming to enhance their communication strategy.

Our Business Intelligence (BI) utilizes Customer Satisfaction Surveys (CSAT) to categorize customers into Promoters, Passives, and Detractors. We continuously improve our solution to capture real-time feedback from customers, enhance SEO, and maintain precise Net Promoter Scores (NPS), all aimed at empowering our community to showcase their reputations to a broader audience. A recent study revealed that 27% of individuals encounter negative customer experiences that can disrupt their day, prompting us to reassess our sales approach. Consequently, it is essential for organizations to focus on enhancing customer experience to position themselves as leaders in their respective industries. We are firm believers that the customer experience is a crucial component of building brand trust. Our BI, which focuses on CSAT survey and review conversion, helps transform today’s customers into brand advocates, attracting more potential clients. Moreover, regularly assessing CSAT and NPS not only highlights success in customer experience but also enables businesses to forecast customer loyalty and the quality of their offerings. Ultimately, investing in customer satisfaction can lead to sustainable growth and a stronger market presence.

Optimize your business projects with Jira Work Management, formerly known as Jira Core, which provides an all-encompassing overview of project specifics. This platform is designed to help you organize both your team and projects efficiently, beginning with a well-defined workflow that facilitates effective task monitoring. The Cloud version of Jira Work Management features boards that visually depict workflows, allowing for an effortless transition of tasks from the pending list to completion. Task management becomes more straightforward with all crucial components such as statuses, comments, and attachments centralized in one user-friendly interface. This setup keeps everyone updated on the project's details without the hassle of incessant emails or meetings. Moreover, real-time notifications prompt you when your input is necessary, simplifying the task of tracking progress and distributing workloads among team members. With Jira Work Management, you have various options for overseeing your team's projects, from brief summaries to customized dashboards, which boost overall efficiency and teamwork. Additionally, the flexibility to tailor views ensures that teams can modify the software to fit their specific workflow requirements, making it even more versatile for diverse project management tasks. Ultimately, this adaptability contributes to an environment where collaboration thrives and productivity is consistently enhanced.

Cloud Elements serves as a platform for integrating APIs, bridging software as a Service (SaaS) with digital enterprises and the applications utilized by their clients or partners. With over 115 ready-made integrations, it enables users to swiftly create client-facing connections to internal systems via robust API integration. The platform includes features like formula management, resource management, and element-building tools. Additionally, it offers a comprehensive repository of integrations categorized by service type, which encompasses areas like accounting, finance, and customer relationship management. This categorization streamlines the process of finding the right integrations for specific business needs.

Boost your helpdesk productivity and enhance ticket resolution success with Goverlan Reach, a client management tool specifically designed for medium to large enterprises. This software discreetly functions in the background, empowering users to provide remote IT assistance, carry out administrative duties, and manage IT operations with ease. With a solid history of performance, Goverlan Reach is trusted by 13,000 clients who collectively oversee more than 3 million devices, highlighting its industry reliability. As organizations continue to pivot toward remote solutions, Goverlan Reach emerges as an essential asset for IT teams striving to improve their workflows and efficiency. Its comprehensive features and user-friendly interface make it a preferred choice for those seeking to elevate their IT support capabilities.

ActiveDEMAND serves as a versatile marketing automation solution tailored for marketers, digital agencies, and small to medium enterprises. This platform equips users with a comprehensive suite of tools designed to enhance their marketing initiatives, featuring efficient campaign management, campaign recipes, and detailed attribution reporting. Additionally, ActiveDEMAND includes functionalities such as call tracking, email marketing, robust reporting, and various powerful integrations to optimize marketing strategies. Overall, this platform empowers users to elevate their marketing performance and achieve better results.

Net-Results is a high-end marketing automation tool featuring a user-friendly design along with a variety of powerful functions. This platform empowers marketers to swiftly and effectively generate and cultivate leads. Additionally, it enables the execution of email marketing campaigns, management of social media accounts, and optimization of the sales process. Furthermore, Net-Results seamlessly connects with leading CRM systems, enhancing its utility for businesses. Its comprehensive features make it an invaluable asset for any marketing team aiming for success.

Asset Panda offers a cloud-based, no-code platform that enables users to develop personalized applications, effectively reducing expenses and saving valuable time. Our user-friendly and secure system caters to various industries, proving advantageous for organizations of all sizes. With the capability to implement tailored workflows and actions, clients can eliminate inefficient processes, often experiencing time reductions that result in a remarkable ROI of up to 800%. The platform seamlessly integrates features from both web and mobile applications, granting clients convenient access to crucial information whenever they need it. Additionally, our mobile apps come equipped with barcode scanning functionality, eliminating the necessity for costly and cumbersome scanning devices. Furthermore, Asset Panda incorporates role-based user management, facilitating streamlined access throughout the organization and ensuring that employees view only the information pertinent to their roles. This thoughtful design promotes efficiency and enhances the overall user experience.

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.

Picture a device similar to a sleek black box that plugs directly into a wall socket. Once activated, it effortlessly merges qualified leads, complete with their interaction histories, into your 1CRM system continuously. Moreover, this innovative device provides valuable insights and visual representations that highlight which client communications achieve the greatest levels of engagement, thereby allowing the system to improve its performance progressively. This is precisely the advantage that Lead Guerrilla brings to your organization. If you're at the beginning stages of integrating CRM with marketing automation, you may find yourself questioning whether you should adopt one system, the other, or perhaps both simultaneously. For numerous businesses, 1CRM sufficiently meets their marketing automation requirements for now. Nonetheless, as your organization grows and the competition intensifies, you may realize the importance of advanced marketing tools to stay ahead of the curve. Therefore, it is essential to assess your existing needs while also forecasting future demands, as doing so is vital for long-term success and adaptability in a rapidly changing market. Being proactive and prepared can make all the difference in your strategic planning.

The top-notch IT documentation software can significantly enhance your business growth. We proudly cater to the highest-performing managed service providers globally, boasting over 300,000 daily users across more than 70 countries, along with a plethora of awards for productivity and innovation. IT Glue stands out as a prominent documentation platform utilized by numerous MSPs, enabling you to systematically arrange your clients' information for optimal service delivery. There are no barriers to accessing connected information, as you can associate related items, ensuring you have everything at your fingertips. Fortify your operations with a robust, unalterable audit trail and a state-of-the-art password management system. With all your documentation seamlessly integrated, efficiency and security are at the forefront of your business strategy, allowing you to focus on what truly matters—serving your clients effectively.

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.

Introducing a powerful MSP IT Roadmap application tailored specifically for vCIOs, which facilitates the rapid and efficient development of detailed 5-Year IT Roadmap plans for clients by utilizing real-time updates on warranties, purchase dates, and end-of-life statuses. This innovative tool improves project planning, makes agreement alterations easier, and simplifies asset replacement while ensuring that warranties are meticulously monitored. Users can generate quarterly reports for QBRs in a fraction of the usual time, enabling proactive budgeting for clients with accurate forecasts concerning cloud services, hardware, software, and various IT solutions. Moreover, the app offers customizable reports, budgets, and summaries, which can be personalized with unique branding elements such as colors and logos to enhance professionalism. To enrich the user experience, the application features comprehensive assistance options that make navigation straightforward and provide ongoing support, thus equipping vCIOs to offer outstanding service to their clients. With these functionalities, the app not only streamlines IT asset management but also empowers clients to make well-informed decisions regarding their IT investments, ultimately driving greater operational efficiency and success. This comprehensive approach ensures that all aspects of IT planning and management are covered, fostering enhanced collaboration between vCIOs and their clients.

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.

Hudu effectively handles the storage, organization, and encryption of client passwords alongside other important documents. With Hudu, you can establish strong connections between articles and assets using an advanced relationship mapping tool. To effectively manage checklist workflows, process templates can be created to monitor and track their progress. Given the complexities of IT, Hudu has been meticulously crafted from the outset to offer extensive customization options. All files and passwords are safeguarded with AES256-bit encryption on servers that you control, ensuring maximum security. Administrators have the flexibility to impose multi-factor authentication, while users can also opt to activate this feature. You have the ability to restrict the login hours for employees, regulating when they can access and modify data. Furthermore, sharing passwords with clients is streamlined and secure through a branded portal, enhancing communication and trust. Overall, Hudu aims to provide a comprehensive, secure solution for managing sensitive information in a user-friendly manner.

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.

Nango is recognized as a top-tier product integration platform that allows developers to seamlessly connect with over 300 APIs in just hours. By providing a range of pre-built integrations, developer tools, and user-friendly components, it alleviates the challenges associated with API interactions. With Nango, developers retain full control over their code and gain direct access to external APIs, which allows for the creation of customized integrations that align with their clients' unique demands, similar to the capabilities of an internal development team. The platform is equipped with comprehensive support for various types of authorization and API nuances, offering a consistent interface that aligns with your own data structures while delivering excellent user experiences. Each tool provided is specifically tailored to individual APIs, ensuring efficient handling of pagination, rate limiting, and other crucial aspects. Additionally, Nango features an AI co-pilot trained on a wide array of integrations, aiding in the development of personalized solutions. For those seeking expert assistance, Nango facilitates connections with API specialists and provides a service where their engineers can develop custom integrations designed to meet distinct needs. This all-encompassing strategy guarantees that developers are equipped with the necessary tools and support to thrive in their integration endeavors while fostering innovation through enhanced collaboration.

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.

Achieve success in marketing and sales by synchronizing your technology stack with integrations that improve your workflow instead of complicating it. You are likely aware that utilizing disjointed systems can obstruct your progress, which is why you're considering various alternatives. At SyncSmart, we simplify your operations through HubSpot integrations that bring your teams together, deepen your insight into customer behavior, and offer clear visibility into your data landscape. Our intuitive pricing calculator guarantees that the process of finding and purchasing your integrations is easy, eliminating any unexpected costs or surprises. What you see at the outset is precisely what you will pay, ensuring full transparency throughout the entire process. Following your purchase, we are dedicated to your ongoing success; you can count on SyncSmart to help you tailor your integrations as needed. Collaboratively, we will design customized solutions that address your specific business needs, enabling you to function with greater efficiency and effectiveness. By joining forces with us, you can concentrate on fostering growth while we manage the technical aspects, allowing you to focus on what truly matters. This partnership not only streamlines your operations but also positions you for long-term success in an ever-evolving market.

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.

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.

Seamlessly execute digital processes that boost operational productivity with an easy drag-and-drop interface. Create and deploy high-quality mobile procedures in seconds, allowing for the effortless conversion of traditional paper checklists into digital versions without any programming knowledge. Perform inspections on any device, even offline, providing both flexibility and accessibility. Enhance your workflows by guiding users with smart logic and timely notifications, while utilizing AI to glean valuable insights from your data. Swiftly produce professional PDF and Excel inspection reports to offer immediate solutions. Connect your existing systems to enable real-time data sharing, facilitating dynamic updates. The user-friendly drag-and-drop builder empowers anyone to craft digital procedures quickly, promoting a culture where everyone is motivated to initiate positive change. Our "No-Code" approach, in contrast to "Low-Code," guarantees that anyone can transform challenges into profitable ventures. To succeed in today's fast-changing environment, it is crucial to equip every individual, from entry-level workers to senior executives, to take charge and spearhead transformation initiatives. This democratization of technology is vital for maintaining competitiveness in a rapidly evolving marketplace, ensuring that organizations can adapt and thrive amidst constant change. By enabling a broad range of personnel to participate in technological advancements, companies can drive innovation and efficiency like never before.

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.

Introducing the ultimate phone tailored specifically for sales professionals, designed to elevate cold calls through high-definition quality and AI-driven real-time coaching, because every sales rep benefits from a little assistance. This all-in-one device combines video conferencing, dialing, and SMS capabilities to ensure that essential data is readily accessible, alleviating any potential overwhelm for your team. With integrated speech coaching, representatives can easily recognize if they’re speaking too quickly, too slowly, using excessive filler words, or projecting their voices too loud. Call analytics and insightful dashboards provide valuable information and best practices to enhance performance. To safeguard against data loss, it also features automatic call logging, with transcripts and notes that can seamlessly integrate into your CRM system. Thanks to Voice Intelligence, reps can effortlessly communicate effectively during calls, while real-time battle cards empower them to make informed decisions on the spot. By analyzing call sentiment, assisting team members, preserving at-risk deals, and pinpointing optimal coaching moments, this phone transforms the sales process. Utilizing advanced Speech Recognition for precise transcription, Natural Language Processing for detailed analysis, and Machine Learning to deliver intelligent suggestions instantly, it redefines what a sales phone can achieve. Ultimately, this innovative tool not only streamlines communication but also enhances the overall effectiveness of your sales team, making it an indispensable asset in today's competitive market.

Understanding the gaps in cybersecurity can significantly jeopardize your clients' safety. Engaging in dialogue is crucial for enhancing their protection. The ConnectWise Identify Assessment provides a thorough risk evaluation aligned with the NIST Cybersecurity Framework, which identifies vulnerabilities across your client's entire organization, extending beyond just their network. By utilizing a straightforward and readable risk report, you can facilitate impactful security discussions with your clients. There are two assessment options available to accommodate various client requirements: the Essentials Assessment for fundamental insights and the Comprehensive Assessment for a more in-depth exploration of potential risks. The user-friendly heat map illustrates your client's risk status and helps prioritize issues based on their financial implications and likelihood. Each assessment report also includes actionable recommendations for remediation, enabling you to formulate a strategy that not only enhances security but can also generate additional revenue opportunities. Ultimately, investing in comprehensive risk assessments is essential for fostering trust and long-term relationships with your clients.

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.

Delinea's Cloud Access Controller provides precise governance for web applications and cloud management platforms, serving as a powerful PAM solution that operates at impressive cloud speeds to enable swift deployment and secure entry to various web-based applications. This cutting-edge tool facilitates the seamless integration of existing authentication systems with multiple web applications, eliminating the need for extra coding efforts. You can set up comprehensive RBAC policies that adhere to least privilege and zero trust principles, even accommodating custom and legacy web applications. The system allows you to specify exactly what data an employee can see or modify in any web application, while efficiently managing access permissions by granting, altering, or revoking access to cloud applications. It empowers you to control access to specific resources at a granular level and provides meticulous oversight of cloud application usage. Furthermore, the platform offers clientless session recording, removing the necessity for agents, which guarantees secure access to a broad spectrum of web applications, including social media, bespoke solutions, and older systems. This holistic strategy not only bolsters security but also simplifies access management to meet various organizational requirements. With Delinea's solution, organizations can confidently navigate the complexities of modern digital environments.

InteGreat Web Services enhances the interaction experience with Collabrance and GreatAmerica by allowing users to stay within their primary business management platforms. Working alongside ConnectWise, Collabrance has introduced a ticketing integration that allows Managed Service Providers (MSPs) to smoothly transfer tickets back and forth with Collabrance. This integration promotes a more effective and collaborative approach to resolving customer IT challenges, enabling both parties to collaborate on the same ticket when needed. The system guarantees consistent information replication, ensuring that customer data is viewed in a unified manner. A newly added field for the Collabrance Ticket Number permits users to efficiently track and manage customer tickets and related activities. This secure platform supports the exchange of information and insights, greatly minimizing errors and misunderstandings by allowing simultaneous collaboration on the same ticket across various systems. Moreover, it provides automatic real-time updates and shares essential customer information, covering vital details like the company name, Collabrance Ticket Number, pertinent notes, configuration name, current status, site, and contact information. Overall, this integration not only optimizes operational workflows but also significantly improves the customer service experience by enabling faster and more accurate responses. Ultimately, the collaboration between these platforms aims to create a more seamless experience for both service providers and their customers.

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.

HubSpot's AI-driven customer platform prioritizes your customers, empowering you to achieve more significant growth. It links your front-office teams by providing a comprehensive perspective on the customer journey, utilizing AI tools to ensure a smooth interaction with clients. This platform allows businesses to swiftly respond to emerging industry trends and technological advancements. Conventional CRMs fall short in fostering growth, as many aren't tailored to nurture customer relationships, a vital capability in today's AI-centric market where customers have the freedom to explore, assess, and make purchases at will. HubSpot's Customer Platform transcends traditional offerings by incorporating Smart CRM, which merges artificial intelligence with customer insights to facilitate adaptability. Additionally, it features solutions for engaging customers throughout their entire journey and boasts an extensive ecosystem that encompasses integrations, educational resources, and community support. Ultimately, this platform is meticulously crafted to enable businesses to forge deeper connections with their customers and accelerate growth effectively.