Business Software for ConnectWise Automate

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.

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.

Nextiva provides a comprehensive cloud-based unified communications solution that enhances connectivity for businesses. By offering a variety of communication options, Nextiva equips modern enterprises with the tools they need to thrive. Whether working from a desk or on the go, teams utilizing Nextiva benefit from effortless mobility, enhanced clarity in communication, and a service that can grow alongside their needs. All forms of communication—phone, SMS, video, and email—are consolidated into one platform, along with tools designed to boost customer experience and productivity. This integration helps eliminate the frustration of juggling multiple applications by allowing users to interact with both customers and colleagues from a single interface. It also addresses productivity challenges by ensuring that vital information is accessible when required. Businesses can engage with customers through their preferred channels and maintain a comprehensive view of all conversations and feedback. Discover more about our top customer engagement tools to further enhance your interactions. Gain insights into customer sentiments with every engagement, ensuring a more tailored approach to service delivery.

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.

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.

Achieve precise governance over web applications and cloud management systems with Delinea's Cloud Access Controller, a robust PAM solution designed to function at cloud speed, ensuring rapid deployment and secure access to any web-based application. This innovative tool allows seamless integration of your current authentication systems with various web applications without necessitating any additional coding efforts. You can implement detailed RBAC policies that uphold least privilege and zero trust principles, even for custom and outdated web applications. Define the specific data an employee is permitted to view or alter within any given web application, and effectively manage access permissions with the ability to grant, modify, and revoke access to cloud applications. Control who has access to specific resources at a detailed level and monitor the usage of all cloud applications meticulously. Additionally, the platform features clientless session recording without the need for agents, ensuring secure access to a wide array of web applications, encompassing social media, custom solutions, and legacy systems alike. This comprehensive approach not only enhances security but also streamlines access management for diverse organizational needs.

Managing security consistently across various organizations, ranging from distributed enterprises with multiple branch offices to small and midsize businesses (SMBs) with remote employees, can be quite challenging. For both SMBs and distributed enterprises, it is essential to maintain visibility into network and endpoint event data while also being able to efficiently utilize actionable insights to mitigate threats. The integration of ThreatSync, a vital element of Threat Detection and Response (TDR), plays a key role by gathering event data from the WatchGuard Firebox, Host Sensor, and advanced threat intelligence sources. This data is analyzed through a proprietary algorithm that assigns an in-depth threat score and rank, allowing organizations to prioritize their responses effectively. With its robust correlation engine, ThreatSync facilitates cloud-based threat prioritization, thereby equipping IT teams to address threats swiftly and with confidence. Ultimately, this system collects and correlates threat event data from both the Firebox and Host Sensor, enhancing the overall security posture of the organization.

PST files serve as personal email archives for many users, often resulting in their widespread distribution across various devices and network storage, which complicates their discovery and management. With advancements in Microsoft Exchange and Office 365, users are now less reliant on local PST file storage. Nevertheless, the legacy PST files still house vital information that requires proper management to regain control. Barracuda PST Enterprise has been specifically developed to tackle this issue effectively. Organizations may find themselves with vast amounts of data trapped within PST files on user devices and network servers, leading to concerns about reliability due to frequent corruption and loss of these files. The financial implications related to the storage, security, and management of these sizeable files are considerable, impacting both system resources and IT administrative tasks. As such, addressing these challenges is critical for ensuring efficient data management and reducing operational costs.

Ensure timely delivery of emails to both public and business inboxes. Keep track of your organization's email-sending activities with real-time monitoring of domains and IPs. With our API, you can begin dispatching transactional email notifications in mere minutes. Utilize our robust cloud API and webhook to efficiently process incoming emails, monitor click rates, and manage operations. Aritic Mail guarantees prompt delivery of transactional emails to your customers, consistently maintaining high delivery speeds. Rely on Aritic Mail for immediate transactional email delivery with no lag and optimal inbox placement. The cloud-based Aritic Mail email server enables instantaneous email dispatch while providing ongoing delivery tracking. Take advantage of the Aritic Mail API, compatible with nearly all programming languages, for smooth integration with any technology stack. By using Aritic Mail for all your organization's email communications, you can enhance and oversee your email sending reputation, ensuring all messages reach their intended recipients without delay. This comprehensive approach to email management can significantly improve your overall communication strategy.

Contacts vary significantly in their nature, and we recognize that some can lead to intricate relationships. Aritic Sales offers a versatile and skillful approach to forge connections with diverse contacts, seamlessly integrated within the CRM platform. For example, it's possible to associate a contact with an unrelated business if that alliance could expedite the purchasing process. By utilizing Aritic Sales CRM software, you can attain a comprehensive 360-degree perspective on both macro and micro levels, enabling you to pinpoint deals—whether they are open, won, or lost—set crucial milestones, monitor customer interactions, and assess conversion probabilities. The system automatically captures new leads from all your channels, allowing you to oversee customer journeys, track real-time data, and intelligently manage and foster relationships to maintain a robust sales pipeline. This suite of advanced sales CRM features ensures you have everything necessary for a seamless funnel management process and a highly efficient sales cycle. Ultimately, Aritic Sales empowers you to optimize your sales strategies and enhance customer engagement like never before.

Aritic Desk provides real-time performance insights by analyzing various ticket attributes, the agents involved, and time tracking metrics. Avoid the limitations of manual reporting to evaluate your team's performance for each client or agent. Foster and enhance teamwork through instant chat support systems. Say goodbye to pseudonyms and generic response templates; engage authentically with your clients and agents to deliver truly relevant solutions. Ensure that communication is seamless by allowing your agents and clients to interact in their preferred languages, as the language widget becomes accessible once the app is installed. Delve into comprehensive analyses of each profile, starting with ticket creation statistics, the individuals responsible for them, and their current status. Utilize filters to extract precise information, such as identifying which agents are most active in ticket creation and client engagement. Aritic Desk is equipped with a plethora of features designed to streamline the management of your online customer interactions, ultimately leading to enhanced customer satisfaction. By leveraging these tools, businesses can better understand their service dynamics and elevate their support strategies.

Elevate your communication experience with Aritic Swarm, where traditional messaging transforms into an interactive platform featuring text formatting, emojis, and seamless sharing that fosters internal team collaboration. This tool enables your entire team, as well as cross-functional teams, to work more efficiently and accelerate business growth. Instantly share media, videos, and files directly from your computer with anyone, enhancing the speed of information exchange. Move beyond simple one-on-one conversations by creating group chats, initiating video calls, and utilizing various text formats such as bold and italics. Turn your discussions into tangible actions by creating and assigning tasks within Aritic Swarm rooms, thereby pushing your team towards smarter collaboration. If you appreciate marking important messages in your inbox, Aritic Swarm offers a similar feature that allows you to tag and save crucial discussions for future reference, helping you easily pick up where you left off. Additionally, Aritic Swarm Meetings ensure compatibility across both mobile and desktop devices, making it a versatile choice for all users. With this comprehensive messaging solution, your team will not only communicate better but also collaborate more effectively to achieve shared goals.

Bocada provides a single dashboard that allows for automated backup operations oversight, asset preservation, and compliance reporting. Backup Monitoring: Monitor past and current backup performance trends using built-in, configurable reports. Pre-configured report templates can be saved, scheduled to run at the time you prefer, and then automatically distributed to key stakeholders. Compliance Oversight: Create backup audits for any period, geography or server group in minutes. To show auditors that your data protection metrics are met, you can use a completely independent solution. Asset Protection: Protect valuable resources in your IT environment by automating unprotected asset detection, failure alerting and unusual backup behavior detection. Keep your eyes open for issues that could impact data integrity. Workflow Automation: Automate your remediation workflows by eliminating manual touch points and using automated failure ticketing.