List of Strategy Overview Integrations

This is a list of platforms and tools that integrate with Strategy Overview. This list is updated as of October 2025.

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    NinjaOne Reviews & Ratings

    NinjaOne

    NinjaOne

    Streamline IT management with enhanced efficiency and security.
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    Company Website
    NinjaOne streamlines the most challenging aspects of IT management, serving over 20,000 IT teams with enhanced capabilities. By delivering in-depth insights into endpoints, strong security protocols, and a unified control system, NinjaOne increases operational efficiency, protects sensitive information, and reduces IT costs. This all-encompassing platform provides a diverse set of tools for managing and securing endpoints, such as patch management, mobile device supervision, software deployment, remote assistance, backup solutions, and additional features, all made possible through its wide-ranging IT and security integrations. With its ability to adapt to various IT environments and needs, NinjaOne stands out as a vital resource for modern IT teams.
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    Atera Reviews & Ratings

    Atera

    Atera

    Revolutionize IT management with powerful AI-driven solutions!
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    Company Website
    Atera is a comprehensive IT management solution that integrates remote monitoring and management (RMM), helpdesk services, and ticketing, all enhanced by Action AI™ to significantly increase efficiency for organizations of any size. Experience the benefits of Atera with a free trial today!
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    Zendesk Reviews & Ratings

    Zendesk

    Zendesk

    Transform customer support with automation, customization, and insights.
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    Company Website
    Zendesk functions as a powerful customer support platform designed to enhance support workflows and elevate the customer experience. It provides a comprehensive set of features, including AI-driven automation, messaging capabilities, live chat options, and customizable workflows, allowing businesses to offer personalized and effective assistance across multiple channels. Additionally, the platform seamlessly integrates with various other applications and delivers real-time analytics, which help organizations make well-informed, data-driven decisions. Suitable for businesses of all sizes—from new startups to large enterprises—Zendesk emphasizes scalability, security, and user satisfaction. By offering such adaptable solutions, it ensures that companies can flexibly modify their customer service strategies to keep pace with changing demands, thereby fostering long-term relationships with their clients. This adaptability is crucial in a fast-evolving market where customer expectations are continually on the rise.
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    ConnectWise Automate Reviews & Ratings

    ConnectWise Automate

    ConnectWise

    Streamline IT management, enhance productivity, resolve issues swiftly.
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    Company Website
    ConnectWise Automate enables rapid resolution of IT issues, streamlining processes for technology teams. This powerful platform for remote monitoring and management (RMM) enhances the productivity of IT personnel. It empowers teams to pinpoint devices and users in need of proactive oversight, eliminate obstacles to service delivery, and manage a greater number of endpoints efficiently, all without increasing their workload. As a result, organizations can maintain a higher level of service and support.
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    HubSpot CRM Reviews & Ratings

    HubSpot CRM

    HubSpot

    Transform customer engagement with an all-in-one platform.
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    Company Website
    HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.
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    Jotform Reviews & Ratings

    Jotform

    Jotform

    Streamline data collection, automate workflows, boost business efficiency.
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    Company Website
    With the trust of over 25 million users globally, Jotform serves as a comprehensive platform that enhances data gathering, automates workflows, and facilitates online sales without requiring any coding skills. Utilizing Jotform’s intuitive drag-and-drop Form Builder, companies can easily design personalized forms and surveys to gather leads, contact details, payments, appointments, and e-signatures. Users can select from a library of more than 10,000 templates tailored for various purposes, such as feedback forms or event registrations, or opt to create their own unique forms from the ground up. The platform’s sophisticated features, including conditional logic, autoresponders, and compatibility with over 200 integrations, significantly optimize operational processes. Moreover, Jotform's AI-driven Agents provide immediate customer support by assisting users during the form submission journey, addressing inquiries, and ensuring a seamless experience, which minimizes the reliance on manual support. With the addition of Jotform’s Store Builder, businesses can establish an online storefront to market products, services, and subscriptions, as well as collect donations and process payments through a wide array of over 30 payment gateways. Furthermore, tools like the Approvals feature, PDF Editor, and Report Builder empower organizations to convert gathered data into insightful actions and streamline workflows for enhanced productivity. This multifaceted approach makes Jotform a vital resource for businesses seeking to improve their operational efficiency and customer engagement.
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    Auvik Reviews & Ratings

    Auvik

    Auvik Networks

    Streamline your network management with real-time insights today!
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    Company Website
    Auvik Network Management offers a sophisticated software solution for network oversight that enables IT experts to gain comprehensive insight, automate processes, and manage their network infrastructure effectively. Organizations, regardless of their scale, rely on this cutting-edge platform to improve operational efficiency, bolster security measures, and enhance performance metrics. A key highlight of Auvik is its ability to provide real-time network mapping and discovery, which automatically creates interactive visual representations of your network’s layout. This feature simplifies the identification of devices, connections, and possible bottlenecks within the network. Such critical insights facilitate better planning and optimization of network architecture, ensuring peak efficiency and reliability. By leveraging Auvik’s capabilities, organizations can proactively address issues and adapt to changing network demands.
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    Syncro Reviews & Ratings

    Syncro

    Syncro

    Syncro is the first XMM platform — combining RMM, PSA, and M365 management into a unified experience
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    Company Website
    Syncro serves as a comprehensive business platform designed specifically for managing a successful managed service provider (MSP). Experience the convenience of PSA, RMM, and remote access all bundled into one cost-effective solution. Additionally, you can enhance your productivity even further with seamless integrations to over 50 MSP and business applications that you already utilize. The pricing structure of Syncro is straightforward, offering a single flat fee that covers all PSA, RMM, and remote access functionalities, allowing for unlimited endpoints with no binding contracts or minimum requirements. This simplicity makes it easier for MSPs to budget and plan their services effectively.
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    Domotz Reviews & Ratings

    Domotz

    Revolutionize network oversight with our free trial today!
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    Company Website
    Explore the reasons why Managed Service Providers, IT experts, and System Integrators rely on our Network Monitoring and Management Solution to oversee countless networks across the globe. Experience the benefits for yourself by trying it for free today!
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    HaloPSA Reviews & Ratings

    HaloPSA

    Halo Service Solutions

    Transform your IT services with streamlined efficiency and satisfaction.
    Comprehensive software revolutionizes the manner in which Managed Service Providers deliver IT services to their clients. HaloPSA enables you to oversee your complete service desk with ready-to-use features that adhere to ITIL standards. This integration enhances efficiency and streamlines operations for better customer satisfaction.
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    Salesforce Reviews & Ratings

    Salesforce

    Salesforce

    Empower your small business with scalable, all-in-one CRM solutions.
    Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.
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    Microsoft 365 Reviews & Ratings

    Microsoft 365

    Microsoft

    Unleash creativity and productivity, anytime, anywhere, effortlessly.
    Presenting Microsoft 365, formerly recognized as Microsoft Office 365, a comprehensive suite designed to enhance creativity and help you achieve your objectives through essential tools such as Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. By subscribing to Microsoft 365, you gain access to the most current versions of Office applications, available both on your desktop and online, along with regular updates as they become available. No matter if you're on a desktop, tablet, or smartphone, the combination of Microsoft 365, your device, and an internet connection enables you to stay productive from virtually anywhere. With OneDrive, your work is always within reach, promoting effortless collaboration and sharing opportunities with colleagues and friends. Furthermore, assistance is easily accessible through email, chat, or phone, ensuring you can connect with a real support representative whenever you require help. Take advantage of the capabilities of Office now and discover the subscription plan that aligns with your specific needs for maximum efficiency. Elevating your productivity has never been more attainable, so seize the moment and transform the way you work today!
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    Zendesk Chat Reviews & Ratings

    Zendesk Chat

    Zendesk

    Transform customer interactions with instant live chat solutions!
    Implementing live chat software significantly improves customer communication, allowing for instant interaction across web, mobile, and social media channels. In the current market, it is crucial for companies to reach out to customers at their convenience, especially when they seek assistance. Over the past year, there has been a notable surge in the number of customers opting for messaging and live chat tools for their service inquiries. Adding live chat functionality to your website encourages interactions in a way that resonates with customer preferences, which can lead to higher levels of purchasing and brand loyalty. Furthermore, the integration of live chat not only addresses consumer preferences but also enhances overall customer satisfaction and experience. This strategy can profoundly elevate a brand's reputation, contributing to the establishment of enduring relationships with clients. As businesses continue to adapt to evolving communication trends, the importance of live chat in fostering a responsive and customer-centric environment cannot be overstated.
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    Calendly Reviews & Ratings

    Calendly

    Calendly

    Calendly makes scheduling simple for everyone — from solopreneurs & small teams to large enterprises
    Calendly is a scheduling automation platform that helps individuals, teams, and businesses simplify the process of booking meetings. Instead of coordinating over email, users can set availability preferences and share a personalized link. Invitees choose a time that works, and Calendly handles the rest—from calendar syncing and time zone adjustments to confirmations and reminders. Designed to support a wide range of scheduling needs, Calendly offers options for one-on-one meetings, group events, collective scheduling with multiple team members, and round robin distribution for routing meetings to the right person. This flexibility makes it a fit for sales, marketing, recruiting, customer success, and service-based businesses. Calendly integrates with tools like Google Calendar, Outlook, Zoom, Microsoft Teams, HubSpot, Salesforce, Slack, Stripe, and others, allowing teams to embed scheduling directly into existing workflows. Admin controls, analytics, and enterprise-grade security features ensure Calendly works seamlessly at scale. Whether you're a solo professional or part of a global organization, Calendly makes it easy to book meetings, save time, and improve how you connect with others.
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    LiveChat Reviews & Ratings

    LiveChat

    LiveChat Software

    Empower your team with seamless, efficient customer support.
    LiveChat serves as the quickest and most effective method for providing customer assistance. Recognized as a leading live chat and help desk solution for enterprises, LiveChat elevates teams into exceptional customer service representatives with its user-friendly and straightforward applications. Additionally, it provides an extensive range of add-on features designed to facilitate sales and marketing automation, alongside seamless integrations with various third-party customer relationship management (CRM) systems. This versatility makes it an invaluable tool for businesses striving to enhance their customer engagement strategies.
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    Microsoft Power BI Reviews & Ratings

    Microsoft Power BI

    Microsoft

    Transform data into insights with seamless, powerful visuals.
    Power BI offers sophisticated data analysis capabilities, utilizing AI features to convert intricate datasets into informative visuals. By consolidating data into a unified source known as OneLake, it minimizes redundancy and facilitates smoother analysis workflows. This platform enhances decision-making processes by embedding insights into commonly used applications like Microsoft 365 and is further strengthened by Microsoft Fabric, which empowers data teams. Notably, Power BI is capable of scaling efficiently, managing large datasets without compromising performance, and integrates seamlessly within Microsoft's ecosystem for effective data governance. Its user-friendly AI tools foster the generation of precise insights and are complemented by robust governance protocols. The inclusion of the Copilot feature in Power BI allows users to create reports swiftly and efficiently. Individuals can access self-service analytics through Power BI Pro licenses, while the free version provides essential data connection and visualization functionalities. The platform is designed for user-friendliness and accessibility, supported by extensive training resources. Furthermore, a Forrester study highlights significant returns on investment and economic advantages associated with its use. Additionally, Power BI has received recognition in Gartner's Magic Quadrant for its execution prowess and comprehensive vision, affirming its position as a leader in the analytics market. Overall, its continuous evolution and integration with emerging technologies position Power BI as a vital tool for data-driven organizations.
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    Microsoft Forms Reviews & Ratings

    Microsoft Forms

    Microsoft

    Create engaging surveys and quizzes effortlessly for education!
    Microsoft Forms is an easy-to-use tool that facilitates the simple creation of surveys, quizzes, and polls. This application caters to a wide range of needs within educational environments, enabling the creation of quizzes, the collection of feedback from teachers and parents, and the planning of events for students and staff alike. Its straightforward interface ensures that individuals with different levels of technical knowledge can utilize it effectively. Furthermore, the versatility of Microsoft Forms allows for seamless collaboration among users, enhancing the overall experience in educational settings.
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    tawk.to Reviews & Ratings

    tawk.to

    tawk.to

    Empower customer connections with seamless, centralized support solutions.
    Connecting with your customers fosters appreciation for your efforts. By engaging in dialogue with website visitors, addressing their support requests, and creating a help center that empowers them to find solutions on their own—without any cost—you build a strong relationship. An easy and free way to communicate is crucial for establishing a bond with your audience. Potential customers often have questions before completing a purchase, and being available to assist them enhances their confidence in choosing your service over competitors. However, understanding the entirety of their journey can be difficult with customer information dispersed across multiple platforms. Thankfully, this challenge is now resolved with a centralized hub for all customer interactions. You can quickly identify common inquiries and monitor help center searches to create informative articles and shortcuts, which enable agents to respond more quickly while allowing customers to seek help independently. Just by adding a simple JavaScript snippet to your website, you'll be set up in less than a minute. Additionally, tracking visitor behavior in real time, including the pages they browse and their search terms, allows you to further refine your service. This proactive approach enables you to craft an experience that truly addresses their needs, ultimately leading to greater customer satisfaction.
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    Gravity Forms Reviews & Ratings

    Gravity Forms

    Rocketgenius

    Create stunning forms effortlessly for your WordPress website!
    Gravity Forms is recognized as the top choice for creating advanced forms on your WordPress website, thanks to its exceptional user-friendliness and reliability. To avoid losing potential leads, elevate your business with a sleek contact form that comes equipped with a variety of time-saving features and tools. This plugin is all you need for WordPress form creation, enabling you to design and launch forms in just a few minutes. The entire process is simple and efficient; all you have to do is select your fields, modify your settings, and effortlessly embed forms into your site using the easy-to-use built-in tools. Moreover, Gravity Forms integrates seamlessly with popular web applications and online services, enhancing the functionality and adaptability of your forms. With more than ten years of expertise in the WordPress forms arena, Gravity Forms remains at the forefront of innovation, offering the most requested third-party integrations for users. This is merely the start—exciting premium partner integrations are on the horizon, promising to make your form-building journey even more robust. As new features roll out, you can look forward to an even more enriched user experience with Gravity Forms.
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    Simplesat Reviews & Ratings

    Simplesat

    Pronto Holdings

    Streamline feedback collection and enhance customer satisfaction effortlessly.
    Simplesat offers a simple and enjoyable platform for customers to share their feedback regarding their CSAT (Customer Satisfaction Test) and NPS (Net Promoter Score). With integrations available for platforms such as ConnectWise, Zendesk, Autotask, Salesforce, Freshdesk, and HubSpot, you can seamlessly gather customer satisfaction insights. Additionally, you can incorporate the customer survey into your email signature, allowing for direct feedback collection through Simplesat. This centralized storage of all feedback facilitates straightforward analysis and actionable insights for your team, enhancing your customer relationship management efforts. By streamlining the process, Simplesat empowers businesses to better understand their customers' needs and improve overall satisfaction levels.
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    BrightGauge Reviews & Ratings

    BrightGauge

    ConnectWise

    Transform your data into insights with seamless integration.
    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.
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    SmileBack Reviews & Ratings

    SmileBack

    SmileBack

    Boost client satisfaction and streamline feedback for MSPs.
    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.
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    Zendesk Guide Reviews & Ratings

    Zendesk Guide

    Zendesk

    Empower your support team with a smarter knowledge base.
    Knowledge translates to power, and leveraging that understanding boosts overall effectiveness. Customer support teams have unparalleled insight into the issues faced by customers and know the best solutions to resolve them, which makes having a knowledge base a crucial component of a company’s customer experience strategy. This tool systematically catalogs frequently asked questions, product details, policies, and other vital information, offering essential support to both customers and service representatives. When Zendesk Guide is paired with Zendesk Support, it operates as a smart knowledge repository aimed at helping your team continuously improve content, keep it up to date, and provide immediate assistance to customers. By implementing a well-organized knowledge base, organizations can significantly improve customer satisfaction while also optimizing their support workflows. Ultimately, this approach not only benefits the customers but also empowers support teams to work more efficiently.
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    Kaseya BMS Reviews & Ratings

    Kaseya BMS

    Kaseya

    Streamline IT operations and enhance productivity effortlessly!
    Kaseya BMS is a powerful, all-in-one Professional Services Automation software tailored to streamline IT service management and business operations for MSPs and IT departments. It centralizes ticketing, project and task management, quoting, billing, and remote device access into a modern, easy-to-use platform, eliminating the need for multiple disconnected tools. Equipped with AI-driven service desk features, it summarizes long ticket threads, suggests relevant documentation from integrated sources like IT Glue, and automates ticket escalation and resolution workflows to enhance technician efficiency and reduce resolution times. The platform automates the entire billing process, from time tracking and expense billing to fixed-price and recurring contracts, ensuring 100% accuracy and faster revenue collection with minimal human intervention. Built-in dashboards and out-of-the-box reports provide real-time insights into key performance indicators, helping businesses make informed decisions without needing specialized IT teams. Seamless integration with existing applications and support for quick migration enable organizations to transition smoothly to Kaseya BMS, improving operational efficiency and customer satisfaction. Backed by customer success stories and industry trust, Kaseya BMS empowers IT professionals to deliver fast, accurate, and cost-effective services while scaling their business.
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    ServiceNow Reviews & Ratings

    ServiceNow

    ServiceNow

    Transform your organization with seamless, efficient digital workflows.
    Adopt digital workflows and witness the growth of your team. By utilizing cutting-edge solutions, your organization can significantly improve efficiency and promote heightened employee involvement. ServiceNow transforms traditional manual processes into streamlined digital workflows, ensuring that employees and customers alike benefit from timely and efficient support. With ServiceNow, you not only access digital workflows that enhance user satisfaction but also amplify overall productivity for both employees and the organization. Our platform simplifies complex tasks through a cohesive cloud system known as the Now Platform, which is a smart and intuitive solution designed for contemporary work settings. You have the option to choose from our ready-made workflows or create bespoke applications tailored to your specific requirements. Built on the Now Platform, our extensive product lineup addresses vital IT, Employee, and Customer Workflows, offering the enterprise solutions essential for a comprehensive digital evolution. Elevate the experiences you provide and unlock the productivity you desire, now further enhanced with built-in mobile capabilities for daily tasks throughout your organization. Transitioning to digital workflows is not merely advantageous; it is crucial for remaining competitive in the rapidly evolving business environment, as it empowers teams to adapt and thrive in challenging conditions.
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    QuoteWerks Reviews & Ratings

    QuoteWerks

    Aspire Technologies, Inc

    Streamline sales quoting with powerful, customizable efficiency today!
    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.
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    Accelo Reviews & Ratings

    Accelo

    Accelo

    Streamline client management for enhanced profitability and efficiency.
    Accelo is a favored choice for professional service firms worldwide seeking to enhance the profitability of their client work management. This cloud-based solution efficiently oversees every stage of client engagement, from initial prospecting to final payment processing, while also overseeing tickets, retainers, and timesheets. With a strong focus on optimizing both time and financial resources, the platform provides a comprehensive overview of current business metrics and financial outcomes. All client interactions, activities, and tasks are aggregated into one user-friendly interface, enabling users to monitor progress without needing to request updates. By enhancing operational efficiency and simplifying workflows, Accelo fosters better coordination among teams and leadership, ultimately improving visibility throughout the organization. This streamlined approach empowers professionals to prioritize their most critical tasks, allowing leaders to effectively manage the business. By leveraging automation, managers can ensure that projects are completed on schedule and adhere to budgetary constraints, leading to improved client satisfaction and business success.
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    Autotask PSA Reviews & Ratings

    Autotask PSA

    Datto, a Kaseya company

    Streamline operations, boost productivity, and maximize profitability effortlessly.
    Datto's Autotask Professional Services Automation is a comprehensive cloud-based PSA solution designed to offer a unified perspective of the entire organization. This platform empowers Managed Service Providers (MSPs) to consolidate their operational processes and leverage data insights to enhance service quality, boost productivity, and maximize profitability. Autotask PSA enables MSPs to efficiently manage every facet of their business operations. It seamlessly integrates all the critical tools necessary for running a managed service enterprise. By centralizing operations, Autotask PSA delivers immediate insights through customizable dashboards and widgets that facilitate informed business decisions. Additionally, the platform requires no maintenance or testing, ensuring a hassle-free experience. With a proven history of providing exceptional security and an impressive 99.99% uptime, Autotask PSA becomes the essential hub for any MSP, streamlining workflows and significantly increasing overall efficiency. As such, it serves as an invaluable resource for businesses aiming to thrive in a competitive landscape.
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    ITBoost Reviews & Ratings

    ITBoost

    ConnectWise

    Streamline your IT documentation for enhanced productivity today!
    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.
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    IT Glue Reviews & Ratings

    IT Glue

    Kaseya

    Transform your IT documentation for unparalleled business success.
    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.
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    Hudu Reviews & Ratings

    Hudu

    Hudu

    Software created by a company that gets IT.
    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.
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    TimeZest Reviews & Ratings

    TimeZest

    TimeZest

    Transform scheduling chaos into seamless productivity and efficiency.
    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.
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    Liongard Reviews & Ratings

    Liongard

    Liongard

    Effortlessly automate and elevate your IT management today!
    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.
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    MSPCFO Reviews & Ratings

    MSPCFO

    MSPCFO

    Unlock insights for strategic growth and enhanced profitability.
    Your business dynamics and interactions with clients are in a perpetual state of flux. It can be difficult to identify financial inefficiencies and missed revenue chances without dedicating substantial time to analyzing data and creating a static spreadsheet. MSPCFO provides you with comprehensive insights that help identify which contracts, engineers, and clients are enhancing your profitability and which may be detracting from it month after month. With our sophisticated business intelligence platform, you gain access to more than 50 real-time reports, empowering you to recognize, evaluate, and track the elements that drive revenue growth as well as those that impede profitability. The crucial data needed to optimize your revenue is already present within your PSA; unlock it today. By leveraging MSPCFO, you can reveal the complex information essential for evaluating the profitability of your agreements and teams, ultimately enabling you to make strategic decisions that will boost your earnings in the future. As a result, you can foster a financially healthier business environment while maximizing your potential for growth.
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    Quoter Reviews & Ratings

    Quoter

    Quoter Software

    Streamline your quoting process and boost sales effortlessly!
    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.
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    Microsoft Intune Reviews & Ratings

    Microsoft Intune

    Microsoft

    Streamline IT services for secure, efficient modern workplaces.
    Transform the way IT services are delivered within your modern workplace setting. Achieve a streamlined approach to managing contemporary workplace operations and propel digital transformation initiatives by leveraging Microsoft Intune. Create a dynamic Microsoft 365 ecosystem that allows users to work on their chosen devices and applications, all while maintaining robust data protection. Securely manage a wide array of devices, including iOS, Android, Windows, and macOS, through a cohesive endpoint management solution. Boost the efficiency of deployment processes, provisioning, policy enforcement, app distribution, and updates by utilizing advanced automation techniques. Sustain a state-of-the-art, scalable cloud service framework that operates globally to ensure your systems remain up to date. Harness the capabilities of the intelligent cloud to derive crucial insights and set benchmarks for your security policies and configurations. Effectively safeguard sensitive information, particularly when employees or partners use devices that are not directly overseen by your organization to access work-related data. With Intune's app protection policies, you can exercise precise control over Office 365 information on mobile devices, thus upholding compliance and security standards. By embracing these advanced solutions, organizations can forge a resilient digital landscape that evolves alongside the changing demands of their workforce, ensuring adaptability and sustainability. Ultimately, this strategic approach not only enhances productivity but also reinforces the integrity of organizational data.
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    Rewst Reviews & Ratings

    Rewst

    Rewst

    Streamline your MSP operations with effortless automation solutions.
    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.
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    CrewHu Reviews & Ratings

    CrewHu

    CrewHu

    Boost engagement, recognition, and loyalty for thriving businesses!
    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.
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    ConnectBooster Reviews & Ratings

    ConnectBooster

    Kaseya

    Streamline payments effortlessly; reclaim time and boost growth.
    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.
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    Drift Reviews & Ratings

    Drift

    Drift Protocol

    Revolutionizing trading: speed, transparency, and decentralized innovation.
    Despite the decentralized nature of cryptocurrency, centralized derivatives exchanges still enjoy a notable edge due to their speed, user familiarity, and overall reliability. At present, decentralized exchanges (DEXs) struggle to match this level of operational efficiency. Challenges like high slippage for substantial trades, steep gas fees for cross-chain transfers, and limited liquidity that leads to poor pricing are common issues. Drift aspires to transform this landscape by providing a sophisticated trading experience that mirrors that of centralized platforms while remaining within a decentralized ecosystem. Our dedicated team consists of experienced traders and developers from both the decentralized finance (DeFi) sector and traditional finance, working together to realize this ambitious vision. By harnessing the low-latency features of Solana's blockchain, Drift enables users to manage multiple trading positions using a single pool of collateral. This structure facilitates instant liquidity upon listing and allows for rapid trade execution. When users interact with Drift’s virtual Automated Market Maker (vAMM), they can see the precise prices at which their trades are executed, promoting transparency and efficiency throughout the trading process. In essence, this initiative marks a substantial advancement towards closing the divide between centralized and decentralized trading platforms, thereby enhancing the overall trading experience for users.
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    Wise-Pay Reviews & Ratings

    Wise-Pay

    Wise-Sync

    Streamline payments, boost efficiency, and enhance customer satisfaction.
    Wise-Pay serves as a vital payment solution designed to reduce cash flow interruptions. With a robust user base of over 26,000 individuals, it provides seamless payment automation integrated with major global providers, meaning you will no longer need to chase after payments. Managing invoices can incur significant expenses, but Wise-Pay simplifies the payment reconciliation process within your accounting framework and creates client invoices for multiple payment situations, including fees for credit card transactions. It eliminates obstacles to utilizing a variety of platforms, resulting in a payment experience that is remarkably quick and user-friendly for your clients. Key integrations consist of ConnectWise Customer Portal, CW Sell, Invarosoft IT Support Panel, Desk Director, QuoteWerks, CloudRadial, and the iSell eCommerce Platform. By adopting Wise-Pay, you can eradicate mundane tasks such as processing checks and performing account reconciliations, enabling you to concentrate on what is genuinely important to your enterprise. Not only will you see a marked improvement in operational efficiency, but customer satisfaction is likely to soar as you upgrade your payment procedures. Embrace a solution that transforms your financial operations and enhances your overall business performance.
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