Business Software for ConnectWise PSA

Systems fail as companies grow. Each team creates their own process, data becomes siloed and efficiency suffers. Operations teams must be central to growth in order to grow better. Operations Hub provides a unified toolkit that connects apps, cleans customer records, and automates business processes through a single CRM platform. The result? The result? A business that is efficient, aligned and adaptable, which delivers a frictionless customer experience. This package is simple and straightforward. It synchronizes your apps and data. Bidirectional sync, custom field mappings and filtering are all available so that all your teams can stay in sync. Eliminate time-consuming data cleanup. Automated automations allow you to automatically fix format names and date properties. HubSpot gives you the freedom to store and customize your data.

ConnectWise Automate makes it easy to solve IT problems at lightning speed. ConnectWise Automate is a robust platform for remote monitoring and management (RMM). It helps IT teams increase their effectiveness. It allows teams to identify all devices and users that require proactive monitoring, remove delivery roadblocks and support more endpoints without adding to their workloads.

ConnectWise Control (formerly ConnectWise Control) is a remote-support solution for Managed Service Providers, Value Added Resells, internal IT teams and managed security providers. ConnectWise ScreenConnect is a fast, reliable, secure and easy-to-use remote support solution that helps businesses resolve customer issues faster, from anywhere. The platform offers remote support, remote meeting, remote access and customization. It also integrates with leading business software. Raising the bar on remote support will reduce downtime for customers. Give technicians the ability for superior service by providing reliable, direct connections that allow them to access desktops and mobile devices when needed. Remote desktop and mobile support solutions that are flexible, fast, and secure for every industry. Not sure which version to choose? We'll help you choose the right version for your needs. No credit card needed for the 14-day free trial.

HubSpot Marketing Hub will help you grow your traffic, convert leads and prove ROI. HubSpot Marketing Hub is an all-in-one marketing software that helps brands and marketing professionals launch and maintain effective campaigns that help them get noticed. This includes SEO (search engine optimization), writing blogs and creating web content (CMS), as well as leveraging social media such as Facebook, LinkedIn, Twitter, and others. Marketing Hub will help you and your team increase traffic, convert leads, track your entire funnel, and more. Drag and drop your way into professional email templates and landing pages. You can quickly publish blog posts that make you an authority on any topic and help you get noticed online. Your content is responsive, so visitors can access it from any device. Get real-time SEO recommendations and create a content strategy that adapts for modern search. You can also find out more.

Robly is a cloud-based, leading email marketing and automation software for businesses of all sizes. This reliable email management software, powered by Robly AI technologies and OpenGen, helps organizations decide the best time to send emails. It is based on past customer behavior. It also allows users to track campaign performance metrics such as bounce rate, click-through rate and open rate with customizable reports. Robly's key features include testing, popups, retargeting campaigns and reporting.

Google Calendar is a cloud-based scheduling and time management platform that helps businesses, teams, and individuals organize meetings, appointments, and daily activities more efficiently. Integrated with Google Workspace applications including Gmail, Google Meet, and Google Tasks, the platform centralizes scheduling, communication, and collaboration into a streamlined workflow. Gemini AI features enhance productivity by helping users schedule meetings faster, suggest optimal meeting times based on email context, and automatically add important events from Gmail directly into the calendar. Google Calendar also includes built-in appointment booking pages that allow clients, coworkers, and partners to reserve available meeting times without unnecessary back-and-forth communication. Users can manage multiple calendars, customize calendar views, share schedules with teams, attach files to events, and define working hours or locations to improve visibility and collaboration across organizations. Automatic reminders and synchronized tasks help users stay on top of deadlines, meetings, and responsibilities throughout the day. Google Meet integration makes it easy to add virtual conferencing links directly into calendar events for remote and hybrid collaboration. The platform also includes Time Insights tools that help users analyze how their time is spent and identify opportunities to improve productivity. With cross-device synchronization, secure cloud infrastructure, and seamless Workspace integration, Google Calendar provides a flexible and intelligent scheduling solution for modern teams and professionals.

Enhance efficiency in your operations, make informed choices, and boost expansion through Dynamics 365 Business Central (previously known as Microsoft Dynamics NAV)—a holistic business management platform tailored for small to medium enterprises. Speed up your financial closing process, gain insights into financial performance instantly, and enhance the accuracy of your forecasts while ensuring compliance and security measures are in place. Optimize your profitability by obtaining a comprehensive perspective on all aspects of your operations, including purchasing, manufacturing, inventory, and warehouse management. Oversee the entire sales cycle seamlessly within Outlook and provide outstanding service by having a unified view of customer interactions and service activities. Additionally, plan and track your projects using real-time data on resources, profitability, tasks, and overall progress, thereby ensuring that your business stays on course for success. This integrated approach not only streamlines processes but also empowers businesses to adapt quickly to changing market demands.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

N-able™, Passportal™, provides simple, yet secure password management and documentation management that is tailored to the needs of MSPs and ITSPs. The platform is cloud-based, offering channel partners automated password protection. It makes it easy to store, manage, and retrieve passwords and client information from any connected device. N-able™, Passportal™, also offers value-added services products such as Documentation Manager™, Site™, and Blink™. These products promote compliance with industry regulations, protect businesses against data breaches, cybersecurity threats and network vulnerabilities.

Creating online forms can be quite challenging, but Wufoo simplifies the process. With our intuitive form designer, you can easily craft contact forms, online surveys, and event invitations to gather the essential data, registrations, and payments you require. Our user-friendly form builder allows for extensive customization and design options tailored to your preferences. You can seamlessly link to our pages, embed forms on your website, or utilize our REST API for integration. As submissions come in, we can notify you via email or text, and you can even establish a real-time report to keep track of responses! Our award-winning form builder provides an exceptional interface, straightforward customization, an array of galleries, templates, and robust reporting features. You can select from over 400 templates, perfectly suited to your needs, and ready for personalization. Additionally, you can create engaging visualizations using your own graphs, charts, and key metrics, while implementing rules to generate dynamic forms that adhere to your specified logic. Within minutes, you can start accepting online payments through a Wufoo-powered form, making the entire process efficient and effective. Experience the ease and versatility that Wufoo brings to online form creation today.

Integrate & Automate with all third-party Applications, System, APIs & Databases in minutes not months. No coding, SMB to Enterprise. Flowgear’s iPaaS platform enables organizations of all sizes to build powerful Application, Data and API integrations, whether they’re in the cloud or on-premise, all from a single interface.

Transform your customers into enthusiastic advocates with Campaign Monitor by Marigold, an impactful email marketing and automation solution designed to deliver tangible business outcomes. Crafting effective email campaigns is a breeze with Campaign Monitor, thanks to its user-friendly drag-and-drop email builder and an extensive library of stunning, professionally crafted templates. Additionally, the platform is equipped with a rich array of features that enable you to design tailored customer experiences, develop intelligent segments, and foster individual relationships with each subscriber, ensuring effective engagement. By leveraging these capabilities, businesses can significantly enhance their marketing efforts and drive stronger connections with their audience.

Remain vigilant and proactive in managing all Development and Operations incidents. Promptly inform the appropriate personnel, minimize response time, and prevent alert fatigue. Opsgenie serves as a contemporary incident management solution, guaranteeing that significant incidents are not overlooked and that the right actions are executed swiftly by the designated team members. The platform collects alerts from your monitoring tools and custom applications, organizing each notification by relevance and urgency. On-call schedules are established to ensure that the appropriate individuals are alerted through various communication methods, including phone calls, emails, SMS, and mobile push notifications. If an alert goes unacknowledged, Opsgenie automatically escalates the situation, ensuring that the incident receives the necessary focus and intervention. Take advantage of an instant free trial to explore its capabilities. By utilizing Opsgenie, teams can enhance their incident response strategy and foster a more efficient operational environment.

This EDR solution will help you uncover the hidden potential in your network. This tool uses ESET's multilayered Endpoint Protection Platform to detect and respond to endpoints. All layers send relevant information to ESET Enterprise Inspector which analyzes large amounts of real-time data from endpoints. It can quickly identify and fix any security problem in the network. ESET Enterprise Inspector offers a unique reputation-based detection system that is transparent to security teams. To allow fine-tuning, all rules can be easily edited via XML. You can create new rules to meet the specific needs of your enterprise environment, including SIEM integrations. ESET's endpoint response and detection tool makes it easy to suppress false alarms. You can adjust the sensitivity of detection rules according to different computer groups or users. Combine criteria such as file name/path/hash/command line/signer to fine-tune the trigger conditions.

Acronis Cyber Protect gives you the peace of mind to know your business is covered, with zero-day malware and ransomware protection, backup and forensic investigations. Cyberthreats are evolving at an incredible rate — and simple data backup and cybersecurity tools are no longer enough to contain them. Acronis’ all-in-one cyber protection solutions combine cybersecurity, data backup, disaster recovery, and more to ensure the integrity of the data and systems you rely on. If you’re like other businesses, you probably use a complex patchwork of solutions to defend against data loss and other cyberthreats — but this approach is tough to manage and leads to security gaps. Acronis’ integrated cyber protection solutions safeguard entire workloads with greater efficiency and a fraction of the complexity, freeing up resources and enabling you to focus on protection and enablement rather than juggling tools. Protect entire workloads without the friction. Getting started with Acronis' cyber protection solutions is simple and painless. Provision multiple systems with just a click, and manage everything — from backup policies to vulnerability assessments and patching — through a single pane of glass.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Evercontact will keep your address book current by creating new contacts and updating existing contacts. Over 40% of all address book changes occur within three months. Evercontact makes sure you have the most current contact information. Evercontact extracts contact information from email signatures. Our service creates new contacts and updates any changes to existing contacts automatically. Our subscription plans include unlimited contact updates, multiple email addresses, central address books, CSV downloadings, CRM integration, and unlimited contact updates. Your personal data is yours and only you. Evercontact is GDPR-compliant in terms of data privacy and security. Our service is available for Gmail and Outlook, as well as Office 365.

ConnectWise Cybersecurity Management (formerly ConnectWise Fortify) software and support solutions help MSPs protect their clients’ critical business assets. From 24/7 threat detection monitoring, incident response, and security risk assessment tools, ConnectWise Cybersecurity Management solutions remove the complexity associated with building an MSP-powered cybersecurity stack and lower the costs of 24/7 monitoring support staff.

Help Desk Migration is a unique software which allows companies all over the globe to move their data using a reliable and secure data import tool. Customers can migrate many entities using Migration Wizard without the need for special codes or scripts. Customers can maintain relationships between tickets and other entities with the tool. The tool automates the process of migrating data so users don't have to spend hours manually transferring data. Migration Wizard is easy to use, so ticket field mapping goes smoothly. Migration Wizard is extremely concerned about security. The tool has secure facilities to host data centers to prevent physical attacks. Help Desk Migration also offers their clients the opportunity to try out the migration. Help Desk Migration also offers online support to customers. Help Desk Migration provides support for many help desk systems.

Simplesat is a fun and easy way for customers to provide feedback on their CSAT (Customer Satisfaction Test) and NPS (Net Promoter Score). ConnectWise and Zendesk, Autotask Salesforce, Freshdesk HubSpot, Zendesk, Zendesk, Zendesk, Zendesk, Zendesk, Zendesk, Autotask, Salesforce, Freshdesk and HubSpot allow you to collect customer satisfaction directly. You can also add the customer survey to your email signature and send it directly from Simplesat. All of your feedback is stored in one place, making it easy for you to analyze and take action.

SmileBack® stands out as the sole customer feedback platform meticulously crafted for Managed Service Providers (MSPs), concentrating solely on enhancing customer satisfaction. By obtaining immediate feedback, you can conserve time, refine your services, and elevate your clients' overall experience. Gain insights into your customers' perceptions of your offerings through a feedback system that prioritizes Customer Satisfaction (CSAT) and Net Promoter Score (NPS). With both quantitative and qualitative insights at your disposal, you will be empowered to leverage data to boost operational efficiency, retain a larger customer base, and broaden your business's scope. By systematically gathering and examining survey responses, you can elevate service quality and streamline operations. Quickly pinpoint service shortcomings and replicate effective processes by recognizing both challenges and successes experienced by customers. The integration with your current systems is seamless, allowing for the automation of repetitive tasks. SmileBack® is designed to easily fit into your daily operations, minimizing obstacles and paving the way for your success while enhancing your understanding of customer needs. This holistic approach ensures that you are always in tune with your clients, fostering stronger relationships and loyalty.

ScalePad, previously known as Warranty Master, offers an automated solution for managing hardware, software, and warranty services efficiently. Join over 8,000 partners and streamline your asset lifecycle management while gaining essential insights that enhance both productivity and profitability. Are you in search of a straightforward method to access comprehensive insights on your hardware and software assets, including potential revenue opportunities, comparative asset information, and a detailed, sortable inventory list? Check out our video to discover how ScalePad simplifies the asset management process! Effortlessly gather crucial data from your integrations and manage both software and hardware simultaneously to reduce downtime. Our user-friendly reports are designed for clarity, benefiting both your team and clients, while fostering stronger relationships through honest and insightful information. With extensive connections to manufacturers like Dell, HP, and Lenovo, you can rely on ScalePad for real-time, accurate, and updated data that keeps you informed and ready to make strategic decisions. This innovative platform is designed to adapt to your needs, making it an invaluable tool for any organization looking to optimize asset management.

Enhance your oversight of finances, inventory, and operations using Dynamics GP, an all-encompassing business management solution tailored for small to medium-sized enterprises that extends beyond mere accounting functions. This adaptable and customizable software allows for rapid implementation and is structured to evolve alongside your business. You can effectively oversee your cash flow, assets, and banking activities. Additionally, it enables you to monitor and manage production, inventory levels, orders, returns, and vendor relationships seamlessly. Stay organized by managing your contacts, sales prospects, and service agreements efficiently. Furthermore, you can recruit, educate, and compensate your employees through comprehensive profiles and evaluation tools. With real-time visibility and analytics, you can assess performance accurately and make informed decisions to drive your business forward while ensuring you stay ahead of the competition.

BDRShield is a hybrid backup and cyber-resilience solution built to help organizations secure their data, maintain business continuity, and recover quickly from ransomware attacks or system failures. The platform provides cloud-managed and on-premise deployment options, allowing businesses and managed service providers to choose the infrastructure model that best fits their operational and compliance requirements. Supporting workloads across endpoints, physical servers, virtual machines, cloud environments, SaaS applications, and databases, BDRShield delivers centralized backup and recovery management through a single unified console. The software includes advanced security features such as immutable storage, air-gapped backups, anomaly detection, malware scanning, role-based access control, encryption, and multi-factor authentication to protect against modern cyber threats. Businesses can configure local, cloud, or hybrid storage environments using providers such as AWS, Azure, Google Cloud, Wasabi, Backblaze, and BDRShield Cloud. The platform also provides near-instant disaster recovery, granular restores, automated recovery testing, and cross-platform migration support to minimize downtime and improve operational continuity. MSPs benefit from multi-tenant management, white-label branding, PSA/RMM integrations, centralized billing, and flexible licensing designed to support recurring revenue growth. BDRShield includes automated compliance reporting and audit capabilities that help organizations meet regulatory standards such as GDPR, SOC 2, and HIPAA. The solution is designed for rapid deployment, allowing businesses to configure backup policies, secure workloads, and start protecting data within minutes.

Founded in 2011, BrightGauge, a solution from ConnectWise, was created to address a crucial gap in the small to medium-sized IT services sector: the need for a more effective method of managing data and demonstrating the value of services provided to clients. The BrightGauge Software enables users to consolidate all vital business metrics into a single interface using gauges, dashboards, and client reports, enhancing visibility and comprehension. With over 1,800 companies globally using the platform, BrightGauge seamlessly integrates with well-known business applications such as ConnectWise, Continuum, Webroot, QuickBooks, Datto, IT Glue, Zendesk, Harvest, and Smileback, among others. Users can perform detailed analyses of their data by manipulating metrics through addition, subtraction, multiplication, and division, with BrightGauge automatically calculating these operations. Additionally, if you want to showcase your responsiveness to ticket inquiries, you can easily present your data with embeddable gauges on public websites, making it a powerful tool for attracting potential clients and demonstrating your capabilities. The software not only enhances data management but also helps build trust with clients by transparently displaying performance metrics.