Business Software for Autotask PSA

Our Business Intelligence (BI) leverages Customer Satisfaction Surveys (CSAT) to identify Promoters, Passives, and Detractors. Our solution is continually iterated to collect real-time customer feedback, boost SEO, and keep our users’ Net Promotor Scores (NPS) accurate…all to accomplish our mission to empower our community to share the wealth of their reputations with the world. 27% of people in a recent study have a bad customer experience that impacts their day. As a result, we have altered the way we sell. Therefore, aligning your organization around creating a better customer experience is paramount to establishing your organization as an industry leader. In addition, we believe that customer experience is central to brand confidence. Our CSAT surveys/review conversion BI help today's customers become brand promoters, thereby convincing more prospects to come your way. In addition to spreading the good news of overall achievement in customer experience, regular CSAT and NPS evaluation enable companies to predict customer retention and service/product quality.

Inserve eliminates tedious tasks for IT service providers, consolidating all relevant information into a single, easily searchable platform. Now, you can register and invoice your time effortlessly, leading to improved cash flow and increased profits. You want to accomplish your work swiftly and accurately, and our ticketing system enables you to maintain clarity while executing tasks efficiently. Instead of wasting time cutting and pasting text or endlessly scrolling through emails, you can finally centralize all license details, updates, and manuals in one location, making them easy to locate. Moreover, the ticket history allows you to track issues with specific PCs, facilitating timely replacements when necessary. Tracking registered hours is crucial for your business, yet it's often a tedious task that no one enjoys. With Inserve, logging hours and products becomes a seamless process, significantly enhancing your overall productivity and allowing you to focus on what truly matters. This way, you can dedicate your time to more important aspects of your work, knowing that administrative tasks are handled efficiently.

Memtime is a time-tracking tool for Windows, Mac OS & Linux that automatically records every minute you spend on different projects. Memtime runs in the background and tracks every computer activity to the second. It doesn't matter if you are working in different programs/files or every e-mail tab, browser tab, calendar entry, or even your browsing history. This allows you to focus on your work while the tool visualizes your entire working day as a timeline. You can see what you have done in the day and you can make time entries by clicking & dragging. Memtime cannot be used to monitor processes. All data is saved only on your device. No boss, no colleague, and not even us at Memtime, can see what you've done. Memtime integrates seamlessly with +25 project management tools. This allows you import all your projects, track time on them in Memtime, and export all your time entries in one click.

HaloCRM, an omnichannel customer service solution, is designed for teams that want to improve their efficiency when dealing with customer inquiries. HaloCRM provides a platform that allows teams who interact with customers to manage conversations in any channel. The platform will ingest conversations from Twitter and Facebook, Facebook Messenger and other channels such as SMS, email, chat, phone, and more. This eliminates the possibility of missing inquiries and improves customer satisfaction by opening up more channels of communication. HaloCRM allows you to provide support anywhere. You can keep customers happy by using email, text, voice, chat and more. Big customer service team? Many complex processes? HaloCRM is able to handle all of your complex processes with its powerful workflows that are ready-to-use and drag-and drop configuration. HaloCRM makes it easier to prioritize customers and respond with one unified help desk, complete with built-in customer context to facilitate better conversation tracking.

Sourcetable is an AI-powered spreadsheet and data platform designed for a wide range of data-related tasks, including analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and supporting business intelligence. It combines the functionality of traditional spreadsheets like Excel and Google Sheets with enhanced capabilities for data integration and analysis. Sourcetable supports standard spreadsheet formulas and functions while allowing users to connect to over 100 databases and applications, enabling real-time data centralization and analysis. The platform integrates advanced AI models to automate workflows, identify patterns, and assist with decision-making. This reduces the need for manual processes and improves efficiency in working with data. Sourcetable is suitable for building dashboards, running financial analyses, preparing data for machine learning, or organizing and analyzing information for various applications. Its combination of traditional spreadsheet features and modern data capabilities provides users with tools for efficient, data-driven problem-solving.

Lifecycle Manager is the only platform for Customer Success—helping MSPs move from reactive support to strategic partnerships with their clients. It provides the visibility, planning tools, and insights MSPs need to lead proactive conversations, show their value, and grow every client relationship. Why become a Lifecycle Manager Partner? Know Every Client Inside and Out: Bring hardware, software, goals, and roadmaps in one place—so you always know where each client stands, where they’re headed, and can lead every conversation with confidence. Build Roadmaps That Drive Clients Forward: Create forward-looking roadmaps that show clients where they’re going—and why. Proactively budget for what’s next and connect every IT recommendation to real business outcomes. Turn Every QBR Into a Strategic Moment: Turn updates into action plans that lead to real decisions. Walk into every meeting prepared with tailored client insights—not generic slides––and leave with buy-in, budget, and clear next steps. See the Risks Before They Become Regrets: Centralized asset visibility and real-time risk insights help you identify aging hardware, expiring warranties, and other blind spots—so you can act early, prevent downtime, and show clients you’re always one step ahead.

We are the EOS® platform that users absolutely adore. You envision a business operating system that enables your team to pull together in harmony, propelling you toward your goals with greater speed and efficiency. With our comprehensive tools designed for your Business Operating System, along with enhanced features that streamline your technology needs, we aim to empower entrepreneurs and managers in realizing their business aspirations. Whether you're aiming to expand a small team, restructure a cherished business that has become too complex, prepare for a sale, or tackle any other challenge, Strety is ready to assist you. What makes Strety the premier choice for EOS® software? • Essential EOS® features (including Agendas, Rocks, Scorecards, Issues, and To-Dos) Along with • Playbooks • Performance management • Project management • Surveys Discover more about Strety or initiate your free trial by visiting our website today. Additionally, we are committed to continually enhancing our platform to meet the evolving needs of our users.

CSP Control Center serves as a comprehensive Microsoft CSP billing and cloud management solution aimed at assisting CSP partners in optimizing and expanding their operations within multi-tenant environments. By consolidating subscription management, license provisioning, automated billing, renewals, invoicing, and analytics into a singular platform, it effectively removes the need for manual processes and disparate tools. This system caters to both Direct and Indirect CSPs, ensuring effective oversight of customers, pricing structures, and cloud services, all while providing complete transparency. The platform accommodates various billing models, including recurring, usage-based, and hybrid options, and features multi-currency, tax-compliant invoicing along with real-time pricing capabilities. Additionally, it includes a customizable self-service marketplace, empowering customers to manage their subscriptions autonomously. With sophisticated reporting tools and seamless integrations with services such as Microsoft Partner Center, QuickBooks, and Xero, it not only enhances pricing strategies but also minimizes revenue loss and supports scalable growth for CSP partners. This cohesive approach ensures that partners can remain competitive in an ever-evolving cloud landscape.

Boomi's iPaaS platform empowers businesses to integrate, automate, and manage their data and workflows across multiple applications and systems. By leveraging AI agents, Boomi automates complex processes, improving speed and reducing errors. With a user-friendly interface and a library of pre-built connectors, the platform simplifies the integration of applications such as Salesforce, SAP, and AWS. Boomi helps organizations unlock their full potential by enabling rapid digital transformation, secure data management, and optimized business operations. Boomi Agentstudio is the solution for managing AI agents at scale, offering businesses a centralized platform to design, monitor, and deploy agents effectively. It includes powerful tools such as Agent Garden for lifecycle management, Agent Control Tower for visibility and governance, and AI-powered workflows that integrate seamlessly with other business systems. By providing easy-to-use tools for AI agent orchestration, Boomi allows organizations to achieve efficient, compliant automation while reducing operational complexities, all within a secure environment.

TechSuite is a Windows + cloud SaaS that wraps bench-repair tools (BSOD analysis, HDD testing, malware scanning, Windows update repair, network diagnostics, registry cleanup) behind a unified runner with branded reporting. The CLI is invokable from any RMM script engine (Syncro, NinjaOne, ConnectWise, Atera, Kaseya/Datto, HaloPSA), making TechSuite a prebuilt scripts library for MSPs running periodic maintenance on managed endpoints. The cloud dashboard handles shop-wide settings, report storage, and webhook events. v2 integrations with Syncro and RepairShopr push reports to tickets. Reacquired by its original developers in August 2025; since then: AI report summaries, dashboard redesign, infrastructure modernization, 15+ rewritten core tools. Weekly releases. Per-tech subscription: $25 Basic, $49 Plus (3 techs), $179 Pro (10 techs). 14-day free trial.

ITBoost is the comprehensive IT documentation software that consolidates everything you need in one platform. It simplifies the management of documentation, KPIs, and client feedback, making the process straightforward. Developed by ConnectWise, ITBoost features a dynamic dashboard that offers the most sophisticated documentation tools available, showcasing the critical metrics from your external systems. With ITBoost, you can effortlessly access all your MSP business applications, including PSAs and RMMs. This solution empowers you to manage your tasks efficiently, all from a single, user-friendly interface. Enjoy the convenience of having all your essential tools in one place for maximum productivity.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

Show your clients what a modern MSP looks like. One white-labeled client portal that is powered with automation can provide Ticketing and Service Catalog, Reporting as well as Client Training and Client Communication. Fully integrated with Office 365 and ConnectWise, Autotask Syncro, Syncro, or BMS. All client touch points can be managed from one secure and integrated platform. You can create a seamless client experience, from ticketing to account administration. Your service catalog should be displayed to make it easy for clients to use and buy from your MSP. Clients' information and your information to fix it are often different. CloudRadial offers fully customizable intake questions and ticket triaging. To get the information you need and get it to where it is needed. You must give your client a reason to use the client portal to request services from you.

Experience-enhancing software tailored for Managed Service Providers (MSPs) and IT teams is here to elevate your customer satisfaction, efficiency, security, and communication. By integrating your professional services automation (PSA) or IT service management (ITSM) tools with features like applications, bots, forms, approval workflows, sentiment analysis, push notifications, and a client portal, you can customize each app for individual clients, thereby boosting customer satisfaction and net promoter scores (NPS). Customers appreciate having all their needs met in one accessible interface. With ITSupportBot™, you can potentially decrease support tickets by as much as 10%, utilizing our integrated 'Self-Service Bot' to minimize unnecessary inquiries and our 'Smart Engineer Bot' to ensure engineers receive accurate ticket information on the first attempt. This leads to reduced administrative burdens and increased job satisfaction for engineers. Gain a compelling unique selling advantage that empowers you to deliver exceptional experiences, outshine competitors, and secure more monthly recurring revenue (MRR) contracts. Delivering such tailored solutions not only enhances productivity but also fosters long-lasting client relationships.

Backup Radar is a leader in backup monitoring, compliance, and reporting. Their end-to-end automation software is a revolutionary tool that can reduce data loss and improve process efficiency. It also allows for greater visibility across all backup platforms. Real-time backups can be spotted and corrected. Integrate with your favorite MSP platforms, including RMM, PSA, and other productivity tools. Intelligent automation allows you to streamline your workflows and policies. Features - Uncover hung backup job with no-results view Monitor your backups using customizable dashboards and views in Backup Radar portal - Allows you to group, auto-append, and auto-close tickets. This ensures that you are only notified with actionable information Compliance reports for clients that are regulated - Monthly and weekly reporting to track trends in backup errors

MyBig5 allows companies to manage employee performance in a completely new way. It all starts with the company manager who enters company Objectives and Key results (OKR) for the quarter. Each employee then enters five goals each week. These goals align with company objectives. You can also conduct employee engagement surveys.

Hudu stores, organizes, and encrypts client passwords along with the rest of your documentation. Hudu allows you connect articles and assets with strong relationships and a state of the art relationship mapper. To manage and track the progress of checklist workflows, you can set up process templates and processes. IT can be complicated, so Hudu was designed from the ground up to allow for complete customization. All files and passwords are encrypted with AES256-bit encryption on servers you control. Administrators have the option of enforcing multi-factor authentication. Users can also enable multifactor authentication. You can limit the hours employees can log into your computer to view and edit data. You can share passwords with clients easily and securely through a branded portal.

AnswerForce can be your voice whenever you need it. AnswerForce can help you grow your business by handling every phone call with professionalism, personality, and efficiency. Virtual receptionists are available 24/7 to assist you. This allows you to focus on the important things that matter: your customers. Our virtual receptionists can answer your calls even if you aren't available. We will send you detailed reports that include important information. Our friendly virtual receptionists will greet every caller and can connect you or your team to each call according to your call handling instructions. Efficient AnswerForce receptionists will schedule appointments for you and send you reminders when necessary. Professional AnswerForce receptionists will help you capture and qualify leads so you can focus on growing your business. With a bilingual answering service, you can ensure that more callers reach a caring and professional voice.

Equip your business with essential tools to enhance efficiency and gain valuable insights for growth, all available through QuickBooks Online Advanced. Access the critical data you require with reports that are not only customizable but also ready for presentation, while ensuring that your spreadsheets are synchronized for precise business information and tailored insights. Reduce the burden of manual tasks by effortlessly importing and dispatching numerous invoices and expenses simultaneously, and streamline the process of entering and modifying multiple bills and checks within a few simple steps. We prioritize your security by safeguarding your financial details with advanced encryption and robust protective measures. Personalize your workflow by selecting from a range of seamless app integrations specifically designed for QuickBooks Online Advanced, and enhance its capabilities by connecting with top-tier applications like DocuSign, Bill.com, HubSpot, and Salesforce, among others. With these features, you can significantly improve your business operations and drive success more effectively.

audIT is a software-as-a-service platform designed for managed service providers (MSPs) to effortlessly produce compelling, visually appealing, and straightforward sales presentations that effectively close more high-value IT contracts with minimal resistance to pricing. Users of audIT are able to set higher fees and enhance their income through additional sales and cross-selling opportunities. The tool enables the creation of professional-grade sales presentations in less than an hour, which has led thousands of MSPs globally to leverage audIT for boosting their sales, increasing monthly recurring revenue (MRR), and expanding their businesses similarly. By utilizing audIT, you can elevate your MRR as it allows you to present comprehensive solutions at premium rates, assured that clients will agree without any objections regarding price. Additionally, audIT reveals untapped MRR potential through seamless upgrades during business evaluation sessions, ensuring clients accept necessary enhancements for their protection. This innovative platform streamlines the process of crafting straightforward and emotionally engaging sales presentations, saving you valuable time and effort, while also empowering you to focus on building strong client relationships.

Lifecycle Insights by ScalePad serves as a cloud-based platform designed specifically for managed service providers (MSPs) to enhance client engagement through vCIO services and quarterly business reviews. This platform seamlessly integrates with various tools such as PSAs, RMMs, and hardware vendors, automating the aggregation of essential data related to assets, contracts, users, and security awareness into one central hub. It features a collection of templated risk assessments, interactive generators for QBR and budget reports, as well as tools for contract management and meeting organization, alongside a customizable assessment builder. Utilizing a proprietary digital maturity index and forecasting capabilities, it effectively identifies technology risks and estimates total cost of ownership, facilitating the transformation of insights into actionable initiatives complete with roadmaps and scorecards. Furthermore, additional integrations such as Crewhu CSAT/NPS feedback and INFIMA security training enhance the reporting process by incorporating client satisfaction and security metrics directly into the analyses. By consolidating various functionalities, Lifecycle Insights ensures that MSPs can deliver comprehensive and insightful reports to their clients.

vCIO Hero is an innovative virtual CIO platform specifically designed for managed service providers (MSPs) that prioritizes quarterly business reviews (QBR) by enhancing strategy evaluations with advanced ICT audit tools, traffic-light risk assessments, and structured recommendations categorized as “Good/Better/Best” through a user-friendly visual solution builder. The platform features critical components such as an ICT overview, detailed audits with commentary, multi-option recommendation modules, and a Kanban-style roadmap to facilitate strategic planning. It seamlessly integrates with PSA and RMM tools to synchronize data and offers branded client portals to ensure transparency during quarterly business reviews. Distinctively, vCIO Hero not only emphasizes compliance reporting but also focuses on boosting sales conversion, enabling MSPs to simplify complex technology stacks, cut down on expenses, and accelerate decision-making through established sales psychology principles. Additionally, it is available as a standalone product or within Invarosoft’s Stack Saver bundles, making it a viable alternative to individual tools like ScalePad Lifecycle Insights and vCIO ToolBox. With its comprehensive features, vCIO Hero is positioned to significantly enhance the efficiency and effectiveness of MSPs in managing their clients' IT needs.

Warranty Wizard is a comprehensive platform designed for managed service providers (MSPs) that focuses on the management of IT assets and warranty lifecycles, providing detailed warranty reports for both desktops and servers at the click of a button. It effortlessly integrates with professional services automation (PSA) and remote monitoring and management (RMM) tools, allowing for automatic synchronization of asset information while generating branded PDF reports that emphasize both lifecycle management and sales. The platform includes customizable device rules to highlight hardware that is nearing the end of its life, along with a unified dashboard that offers a pipeline view for both workstations and servers, as well as sales insights that aid MSPs in pinpointing and prioritizing devices that need attention or replacement. Users can set it up in less than ten minutes, enabling clients to effectively evaluate the health of their assets and their procurement needs through visual audits and tailored replacement suggestions. Designed to rival ScalePad Lifecycle Manager, Warranty Wizard not only streamlines asset management but also fosters vendor integrations, enhancing proactive service delivery and creating new revenue prospects, all within a user-friendly, one-click reporting framework. This platform ultimately empowers MSPs by facilitating better decision-making through its intuitive features and comprehensive reporting capabilities.

HappySat is a feedback collection platform designed specifically for Managed Service Providers (MSPs), effectively simplifying the process of conducting both Customer Satisfaction (CSAT) and Net Promoter Score (NPS) surveys through seamless integration with Professional Services Automation (PSA) tools. The system utilizes a four-smiley-face scale to gather client feedback for everyday tasks, projects, and onboarding processes, while NPS surveys assess overall client satisfaction levels. With real-time reporting and notifications, MSPs can easily celebrate achievements and quickly respond to any negative feedback received. The platform features an embedded survey option that integrates smoothly with leading PSA systems like ConnectWise, Autotask, Kaseya BMS, Halo PSA, Syncro, and RepairShopr, ensuring a rapid setup process and centralizing feedback management within current workflows. HappySat can be employed either as a standalone solution or as part of Invarosoft’s Stack Saver bundles, providing a comprehensive tool for collecting and analyzing client feedback in one convenient platform. Furthermore, this versatility enhances the ability of MSPs to improve their services continually based on the insights gained from client responses.

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.