Business Software for ConnectWise Automate

VIPRE Endpoint Protection offers robust defense against today’s sophisticated malware, providing ultimate protection without the unnecessary complexity found in other endpoint solutions. Designed to keep your total cost of ownership low, VIPRE combines advanced machine learning, real-time behavioral analysis, and a global threat intelligence network to deliver effective, proactive security. This cloud-based solution combines a modern, streamlined endpoint defense with time-saving efficiencies that help keep your organization running smoothly. VIPRE protects at the file, application, and network level, providing comprehensive malware defense across all attack vectors. It also allows organizations to enforce detailed internet usage policies with granular safeguards that meet employers’ duty-of-care responsibilities. Dynamic, real-time dashboards offer an intuitive, comprehensive view of your endpoint environment, making it easier to monitor security status and take action when needed. VIPRE Endpoint Protection helps safeguard your organization with less complexity and greater efficiency. Available as a core next-generation AV solution, a full EDR solution, or a combined EDR+MDR solution, we have a package that will work for you.

Site Manager delivers MSPs a robust, centralized multi-tenant console for managing Endpoint Security solutions, from NGAV to full EDR with MDR. It enables you to demonstrate your value by providing clients with fully managed endpoint threat detection, investigation, and remediation. Powered by accurate and efficient threat detection engines, Site Manager minimizes false positives, ensuring reliable protection without unnecessary disruptions. Deployment and management are designed to be seamless, offering the lowest total cost of ownership (TCO) in the industry. Automated processes and precise malware determinations save time and reduce the burden on your resources, allowing your team to focus on higher-value tasks. Additionally, simple monthly utility billing and detailed provider usage reports streamline your operations, making it easier to manage and scale your services. With Site Manager, you can elevate your offerings, improve efficiency, and deliver exceptional endpoint security to your clients with confidence.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

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.

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.

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.

Datto's Autotask Professional Services Automation (PSA) platform stands out as a robust and user-friendly cloud solution that offers a comprehensive overview of an entire business, empowering Managed Service Providers (MSPs) to streamline operations and leverage data insights for enhanced service quality, productivity, and profitability. This innovative PSA tool enables MSPs to optimize every facet of their operations, integrating essential resources necessary for managing a successful services business. With its centralized operations, Autotask PSA enhances understanding through highly customizable dashboards and widgets, facilitating informed decision-making based on real-time data. Additionally, the platform is designed for ease of use, eliminating the need for extensive testing, maintenance, or frequent updates, while boasting a remarkable 99.99% uptime and top-tier security features. Serving as a vital backbone for MSPs, the PSA acts as a single point of reference for business operations, driving efficiency by automating various workflows and processes. In doing so, it not only simplifies management tasks but also empowers MSPs to focus on delivering exceptional service to their clients.

Axonius gives IT and security teams the confidence to control complexity by providing a system of record for all digital infrastructure. With a comprehensive understanding of all assets including devices, identities, software, SaaS applications, vulnerabilities, security controls, and the context between them, customers are able to mitigate threats, navigate risk, decrease incident response time, automate action, and inform business-level strategy — all while eliminating manual, repetitive tasks.

BPA Platform iPaaS enables you to effortlessly connect applications, legacy systems, and web services, whether they’re in the cloud or on-premises, and then automate numerous business processes and tasks. An intuitive design and graphical user interface, a wealth of pre-built connectors and business process automation tools, BPA Platform reduces integration development times and brings all your data workflows together in one central location. As your business evolves and grows, you can scale and integrate new systems or applications as and when business requirements change, without extravagant costs. BPA Platform can be installed in the cloud (iPaaS) or on-premises. Compatible with most databases, including AWS and Microsoft Azure, for cloud and hybrid integration projects, it is rapid to install and configure, with the ability to easily scale. Automating business processes not only requires a solid understanding of data but a comprehensive knowledge of source or target applications. Codeless Platforms has accredited partner status with well-known ISVs, such as Access Group, Epicor, Microsoft, Sage, SAP and SYSPRO, along with industry specific applications and systems in a large number of economic regions. Through collaboration with ISVs and leading channel VARs, specialist features have been built into BPA Platform. This provides organisations with the ability to create solutions completely personalised to their internal applications and business operations.

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.

The world's best IT documentation software will help you grow your business. We are proud to serve the best-performing MSPs in the world, with more than 300,000 users in 70+ different countries every day and numerous productivity and innovation awards. IT Glue is a documentation platform that is used by thousands of MSPs. It allows you to organize your clients' information in the most reliable and efficient way to service them. There are no degrees of separation. You can link related items together so that you have all the information you need. Secure your world with an immutable audit track and next-generation password management engine. All your documentation is linked and integrated.

Introducing a robust MSP IT Roadmap application specifically designed for vCIOs that enables the creation of precise 5-Year IT Roadmap plans for clients quickly and efficiently, leveraging real-time updates on warranty details, purchase dates, and end-of-life timelines. This tool enhances project planning, facilitates agreement modifications, and streamlines asset replacement processes while ensuring warranties are thoroughly tracked. Users can prepare quarterly reports for QBRs in significantly less time, allowing for proactive client budgeting with reliable forecasts for cloud services, hardware, software, and other IT solutions. Additionally, the app generates customizable reports, budgets, and summaries that can be tailored with distinct branding options such as colors and logos for a professional touch. To further enhance user experience, the application includes comprehensive help features that provide ease of navigation and continuous support, ensuring that vCIOs can deliver exceptional service to their clients. With these capabilities, the app not only simplifies the management of IT assets but also empowers clients to make informed decisions about their IT investments.

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.

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.

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.

Experts provide a truly unlimited service desk. All-inclusive cloud platform that connects your entire organization. It is designed to streamline workflows. Transform old ways of working into modern, intuitive workflows that empower teams to provide excellent service to customers. Standardize your processes and gain valuable insights to align IT with the business needs. You can make your business more cost-effective by having unlimited assets, customers, customers, reports and mailboxes. All modules are included as standard so you can scale your business efficiently. Halo Service Desk is trusted by customers from many sectors worldwide. We have 25 years of industry experience and work with our clients to make it a success. Halo Service Desk is an all-inclusive platform that streamlines your workflows. It's easy to customize and use.

Your team of mobile professionals and telecommuters needs a fast, adaptable, dependable, and fully secure method to access your internal enterprise applications, information, and network resources. They require this capability from any location around the globe, at any hour, and through any compatible device. The Barracuda SSL VPN offers the necessary security and connectivity to facilitate this access, whether through a web browser or virtually any mobile platform. It simplifies the process for remote users who wish to reach internal applications and documents. Unlike conventional VPN solutions, the Barracuda SSL VPN does not necessitate extra client software or complex configurations. Users can log in from home or on the go with just a web browser and an Internet connection. Once logged in, they are greeted with a portal showcasing internal web applications or file shares. Additionally, more sophisticated applications, such as Remote Desktop Services or Citrix XenApp, are accessible for users with Java-enabled devices, ensuring comprehensive support for diverse workflows. This seamless experience empowers remote teams to operate efficiently and securely, regardless of their location.

Safeguard everything with Axcient x360, the solution that consolidates multiple vendor services into a singular platform for MSPs seeking robust business availability. For years, managed service providers have juggled various vendors, but Axcient x360 simplifies this complexity by offering a unified experience designed specifically for client data protection. With the Axcient x360 portal, MSPs gain access to a comprehensive dashboard that facilitates management of BCDR, Cloud to Cloud Backup, and Secure Sync & Share, all from one location. The platform enhances efficiency with support for Single Sign-On (SSO), Multi-Factor Authentication (MFA), and multi-tenant management, ultimately boosting MSP productivity while lowering the total cost of managed services (TCOMS). Axcient x360 empowers MSPs to safeguard every aspect of their operations—ensuring business continuity, cloud backup, and secure sharing—through a streamlined interface. In addition, this solution equips MSPs with the industry's most secure backup and disaster recovery technology stack, demonstrating Axcient's commitment to providing a proven suite for business availability. By integrating these essential features, Axcient x360 not only protects client data but also strengthens the overall service offering of managed service providers.

We hold the view that the contemporary IT landscape has become overly intricate, disjointed, and costly. Netreo offers unparalleled network monitoring, analytical, and intelligence solutions in a user-friendly and low-maintenance format. The significance of great design diminishes if it is not embraced by users; thus, true excellence is defined by how well a product is utilized. Our goal is to enhance engagement, drive adoption, and ensure complete utilization of our tools. We achieve this by strategically packaging and pricing our offerings for easy access, engaging with our customers to align with their usage patterns, and continuously refining our products based on their feedback. This iterative process is aimed at establishing ourselves as an essential part of their operations. In today's environment, IT teams face the daunting task of incorporating new technologies into their existing systems while managing their longstanding legacy requirements. The complexity and diversity of business technology stacks have reached unprecedented levels, making them harder to oversee than ever before, which is why we remain committed to simplifying the experience for our clients.

VARStreet XC is a cloud-based business management platform. VARStreet XC E-Commerce platform is a responsive, scalable, and flexible application designed for VARS, distributors, and MSPs of all sizes. The platform is integrated with popular payment gateways and shipment carriers. Get unlimited custom pages; Configure Pricing, Catalog, Payment Methods, and Shipment methods based on Logins. Get powerful end-user reporting and a powerful dashboard for every customer. Has a powerful search engine, supports Advanced Search and multiple currencies on the store.

Introducing the ultimate versatile solution for managing Knowledge Bases, Documents, Passwords, and Configurations, whether hosted on our cloud or yours! Clients enjoy seamless access to their documentation both online and offline. This platform is not only favored by Managed Service Providers (MSPs) but also relied upon by IT departments globally. Currently, over 2,500 paying users actively utilize the IT Portal, excluding numerous instances that permit unlimited users. Our cloud services span various regions, including the United States, Canada, the United Kingdom, the European Union, and Australia, while also providing the option to deploy in your own private cloud. As IT teams expand, they often find themselves overwhelmed by disorganized file shares and cumbersome Excel password lists. This solution offers a secure and structured environment that facilitates efficient information access and sharing related to IT infrastructure. The IT Portal effectively minimizes downtime, enhances accountability in documentation, and assures managers and IT professionals of a reliable system. With its robust features, the IT Portal is built to accommodate the evolving needs of growing IT teams, ensuring they stay ahead in an increasingly complex landscape.

Do you truly possess a comprehensive view of the situation? Various reports are generated across the organization, with data and statistics consistently updated, consuming a significant amount of time. Departments such as sales, marketing, customer service, production, and HR all maintain their own reporting systems and key performance indicators (KPIs), but how is this data utilized? Are all stakeholders granted access to these insights? Do you recall the rationale behind tracking this information? Can you observe how these KPIs influence your company's overarching goals and vision? Furthermore, is there widespread awareness of these metrics among your team? It’s essential to establish connections between disparate data sets that were previously siloed in different departments. By visualizing how KPIs relate to your company’s objectives and mission, you can uncover new opportunities. Providing clarity during crucial moments for you and your employees is vital, as it allows you to recognize the influence of data on your future operations, organization, and teams. Ensure that everyone is aligned and that each action taken by your employees is directly linked to your strategic vision, fostering a unified approach to achieving success. By doing so, you will enhance collaboration and drive better results across the board.