Business Software for ConnectWise PSA

Netreo is the best full-stack IT infrastructure management and observation platform. Netreo is a single source for truth for proactive performance monitoring and availability monitoring of large enterprise networks, infrastructure, and applications. Our solution is used by: IT executives should have full visibility of the business service, right down to the infrastructure and network that supports them. IT Engineering departments are used as a decision support system to plan and architect modern solutions. IT Operations teams can have real-time visibility into what is going wrong in their environment, which bottlenecks exist, and who it is affecting. All of these insights are available for systems and vendor mix in large heterogeneous environments that are constantly changing. We have a growing list of vendors that we support (over 350 integrations), including network vendors, storage, virtualization, and servers.

OpenText Core Endpoint Protection provides real-time defense against today’s most common cyberattacks by combining behavioral analytics, machine learning, and global threat intelligence. It continuously monitors endpoint activity to detect anomalies, block malicious files, and stop ransomware before it spreads. With a cloud-native management console, security teams can enforce policies and oversee device health from any location, supporting both in-office and remote environments. Preconfigured templates and RMM integrations reduce administrative effort, helping IT teams respond faster without manual configuration. The platform streamlines regulatory compliance initiatives by automating security policy enforcement. When paired with OpenText Core EDR, organizations gain granular visibility, device isolation capabilities, and powerful investigation tools. End users remain protected without experiencing slowdowns or intrusive alerts. By reducing infections, improving response times, and ensuring security readiness, OpenText Core Endpoint Protection strengthens overall business continuity.

MSP360 Managed Backup. Simple. Reliable. MSP360 Managed Backup is an easy-to-use backup solution with centralized management, monitoring, and reporting. The platform is natively integrated with AWS, Wasabi, Backblaze B2, and Microsoft Azure to enable best-in-class data protection for Windows, Linux, macOS, VMware, Hyper-V, Microsoft 365, and Google Workspace.

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.

Sage 50 simplifies your business life. Spend less time on administrative tasks, worrying about your finances or compliance. Our solution allows you to use fewer products. Secure remote access to company data, analytics and business contacts, customer records as well as critical documents and key tasks allows you to work how you choose, when you wish. Microsoft 365 integration gives you access to essential apps like MileIQ, One Drive and SharePoint, Teams, CRM and Sage 50 financials from any device and any location. This includes Microsoft Office basics like Outlook, Word and Excel. Outlook Connector saves you time and helps organize your business. It automatically syncs Microsoft Outlook contacts with Sage50 contacts. Access customer information such as credit limits, contact information and order history quickly and easily. Sage Intelligence powered Microsoft Excel and Power BI provides meaningful insights into business data.

MSP360 Backup provides a cloud-to-cloud backup solution for Microsoft 365 and Google Workspace, encompassing all essential elements such as Exchange Online, Mail, OneDrive, Contacts, SharePoint, and Teams for Microsoft 365, along with Gmail, Google Drive, Contacts, Calendar, and Shared Drives for Google Workspace. The service is available in two editions: the Backup for Microsoft 365 and Google Workspace, designed as a SaaS Backup solution tailored for individual domain users, ensuring thorough data safeguarding while offering unified management and support across all primary components of Microsoft 365 and Google Workspace. For users with multiple domains, there is a specialized edition known as "MSP360 Managed Backup for Microsoft 365 and Google Workspace." This edition enables Managed Service Providers (MSPs) to efficiently oversee backups for a variety of clients and domains from one centralized console. With its adaptable licensing, scalability, and hassle-free restoration options, this solution not only enhances cloud data protection but also optimizes operational processes, making it a perfect fit for both MSPs and larger organizations. Additionally, the intuitive interface further improves user experience, allowing for straightforward navigation and management.

Manage your clients' IT infrastructure. Don't settle. ConnectWise RMM, a ConnectWise software solution that provides proactive tools as well as NOC services, will exceed your clients' expectations. Smart patching is more important than ever as the number of vulnerabilities is increasing every year. We automatically test and deploy patches when possible and limit harmful patches. Clients are protected while you spend less time managing endpoints, and more time growing your company. It is difficult to find, afford and retain high-quality talent. 81% of IT leaders believe it's difficult to find the right talent. Add ConnectWise RMM and NOC services to get the expertise and problem solving you need to be the advisor your clients require--without increasing headcount.

Kaseya's Quote Manager will revolutionize your sales process. Transform your sales process. Streamline your quoting and procurement to boost revenue. Your strategic advantage in the sales arena is waiting for you. Our intuitive cloud platform enables all staff to quote and sell with ease, resulting in MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. MSPs can now save time by avoiding the 20-minute ordeal. Modern electronic quotes will increase efficiency, reduce rebuilds, and speed up sales. Bid adieu to manual and time-consuming hardware acquisition. Our automation eliminates rework and streamlines the process to increase efficiency. We offer this modern solution, which eliminates manual steps and increases productivity.

Dropsuite is a cutting-edge cloud platform designed to safeguard your critical business data. Our innovative solutions empower businesses worldwide to effortlessly backup, restore, and protect their information. With a focus on advanced security, scalability, and user-friendly interfaces, Dropsuite is the trusted choice for leading IT professionals and Managed Service Providers. Our cloud-based email archiving solution provides comprehensive data protection for organizations of all sizes. Whether you use Microsoft Exchange Online, Hosted Exchange, G Suite Gmail, or other email systems, Dropsuite ensures efficient storage, management, and discovery of your valuable data.

ELEVATE YOUR MSP WITH SyncMonkey. What is SyncMonkey? It is a secure, adaptable, and user-friendly documentation management platform crafted by industry professionals. The primary aim of SyncMonkey is to streamline the daily functions of your MSP. SITES & COMPANY DETAILS. This section serves as a centralized repository for all client locations, providing technicians with crucial information such as phone numbers, primary contacts, addresses, and websites. Enhance your MSP Clients' experience with the Client Portal. Designed for clients to view and manage their own credentials and documents, the Client Portal also enables administrative contacts to access all employee credentials and to update their payment information and invoices. Notifications. SyncMonkey diligently monitors all your existing software license agreements, employee birthdays, domains, and more, sending alerts when any item is nearing expiration. This functionality not only aids in keeping your company organized, but also ensures that you never miss important deadlines.

As the number of remote employees continues to rise, the reliance on cloud applications grows, and cyber theft surges, organizations of all sizes must prioritize Secure Identity & Access Management. With Passly™ from ID Agent (a Kaseya company), IT departments can seamlessly and affordably grant appropriate access to authorized users, ensuring they can connect from the right devices and locations. This platform incorporates essential features like Secure Password Management, Single Sign-On, and Multi-Factor Authentication, which are vital in today's landscape where the risk of cyberattacks is at an all-time high. Considering that approximately 80% of data breaches stem from lost, weak, or stolen passwords, choosing a robust secure identity and access management solution is more important than ever. Passly stands out as a comprehensive and cost-effective option that promotes security, compliance, and operational efficiency. Additionally, its Shared Password Vaults empower technicians to securely manage and store credentials for business, personal, or shared accounts, all in a centralized and user-friendly interface. Organizations that invest in such solutions will be better equipped to protect their data and maintain trust with their clients.

Microsoft Dynamics SL serves as a comprehensive enterprise resource planning (ERP) system that integrates robust project and financial management features, enabling businesses to effectively respond to customer needs, adhere to compliance standards, and ensure timely and budget-friendly service delivery. Many accounting programs fall short when it comes to handling project-related tasks, while most industry-focused solutions lack essential accounting functionalities. Dynamics SL effectively addresses this issue by merging project management tools with accounting capabilities, offering a seamless end-to-end solution. Enhance various aspects of your operations, including sales, project oversight, job costing, and materials management, all while ensuring integration with your financial systems. Successfully complete projects within deadlines and budget constraints, all while gathering and maintaining crucial information necessary for regulatory compliance. By leveraging this data, you can make informed decisions, oversee your workforce and finances, and sustain profitability across client services and project initiatives. Ultimately, Microsoft Dynamics SL empowers businesses to achieve a higher level of efficiency and effectiveness in their operations.

Asio™ by ConnectWise® stands out as the premier platform tailored for leading IT solution providers. When you require advanced cloud technology that offers limitless scalability alongside exceptional speed and performance, Asio™ is your go-to choice. This innovative platform enables you to address the challenges posed by fragmented systems, tackling issues such as inefficiencies and repetitive tasks. Your organization will transform into a streamlined IT service provider, enhanced by our security-centric approach that elevates your business functions, enhances intelligent monitoring and automation, accelerates innovation, and so much more. Take command of both your operational processes and financial outcomes with Asio™. Boost your business capabilities with a suite of software designed for managed service providers, which includes tools for project management, automation of quotes and proposals, next-generation IT documentation, and real-time analytics. With this exceptional performance, these solutions empower you to navigate effectively on the path toward business excellence. Elevate your service delivery and enhance customer satisfaction with greater ease and efficiency, ensuring that your clients receive the best possible experience.

Explore automation tailored specifically for Managed Service Providers (MSPs) with Rewst, a Robotic Process Automation (RPA) platform designed to seamlessly integrate your existing tools without the need for coding or agents. With its user-friendly visual canvases, you can easily create flows that bridge gaps between tools, enhancing efficiency and reducing the need for additional personnel. As a well-structured MSP, you likely have established IT processes and documentation, yet you may find yourself trapped in a cycle of repetitive manual oversight. Instead of dedicating hours to monitor these processes, let Rewst take charge and automate them for you. The Robotic Operations Center (ROC) is at your disposal, allowing you to design personalized workflows while providing support to navigate any challenges during the automation journey. No matter if you require guidance on utilizing the platform, integrating new features, or kickstarting your workflows, the ROC is committed to helping you realize your automation goals. Each subscription includes ROC support, ensuring that your automation remains efficient and seamlessly connected, allowing you to focus on more strategic tasks. With Rewst, you can finally reclaim your time and optimize your operations like never before.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

As an entrepreneur, you have a lot on your plate when it comes to running your business. That's where Teamleader comes in to make your life easier and your mind free. Our business software allows you to create quotes, manage customer relationships, invoice, and plan work, all in one convenient place. This means you can avoid the hassle of having information scattered across different inboxes, Excel sheets, and software. Instead, you'll have a clear overview of your sales opportunities, projects, and payments, giving you a sharp picture of your business's performance. Join over 15,000 entrepreneurs and their teams who rely on Teamleader's business software to streamline their paperwork and get more done with less hassle. Sounds good?

AlertOps is an industry-leading Incident Response Automation and Alert Management Platform. A SaaS-based software solution, collaboration and automation hub that enables an organization to dramatically improve the issue notification, escalation, and time to resolution process. As incidents occur that impact business-critical processes and revenue streams, the platform alerts the right people at the right time and with the right data to enable rapid incident resolution. As organizations evaluate solutions to improve and transform critical incident response -- to support ever-increasing customer and business requirements -- the AlertOps platform is uniquely suited with category-leading features to enable better and seamless customer experiences while helping drive improved operational efficiency and boosting business results. Discover why, many of the world’s largest companies leverage AlertOps to respond more rapidly, outmaneuver their competitors and win when moments matter.

VIPRE Email Security protects your email users and business network from the latest, most sophisticated malware, weaponized attachments, and phishing threats that bypass traditional detection methods. As a secure email gateway, it analyzes inbound and outbound emails in real-time, identifying and blocking threats before they can cause harm. Powerful visual analytics offer clear visibility into ongoing attacks, enabling security teams to respond quickly and accurately. With a simple integration into Microsoft 365, VIPRE can even remove malicious or suspicious emails from a user’s inbox after they have been delivered, providing an added layer of protection. VIPRE Email Security is available in two versions: VIPRE Email Security Cloud, which offers strong core protection for most organizations, and VIPRE Email Advanced Threat Protection, which delivers enhanced AI-driven techniques for more in-depth file attachment and link analysis. Both solutions work seamlessly to safeguard your email environment from evolving threats, ensuring your business stays protected with minimal effort.

A toll-free number creates a professional appearance for your business, making it easy for clients and callers to reach you at no cost, regardless of their location. We provide multiple toll-free options, including 800, 866, and vanity numbers, while local numbers help establish a presence in specific areas, which many clients leverage for targeted marketing campaigns. Our entirely online-managed PBX system ensures that you have complete control over your phone setup at any time. Simply input the necessary parameters for call forwarding, and you're all set. This process is straightforward and greatly surpasses traditional hardware alternatives, all while offering a range of valuable features. With our Business VoIP phone service, you gain all the functionalities of a Fortune 500 company's phone system at a budget-friendly price. For only $35.95 per month, you can make unlimited calls across the United States and receive unlimited calls on your local number, making it a smart investment for any business. Plus, the flexibility of managing your phone system online allows you to adapt to changing needs effortlessly.

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.

Manage your business projects efficiently with Jira Work Management, previously known as Jira Core, which provides a comprehensive view of all project details. This software aids in organizing your team and projects effectively, starting with a defined workflow that allows for seamless task tracking. The Cloud version of Jira Work Management offers boards that visually represent workflows, enabling you to easily move tasks from pending to completed status. Task management is simplified with all essential elements like statuses, comments, and attachments conveniently located in one interface. This ensures that everyone stays informed about the project's specifics without the need for constant emails or meetings. Additionally, real-time notifications alert you when your input is required, making it easy to monitor task progress and workload distribution among team members. With Jira Work Management, you can keep tabs on your team's projects through various methods, including concise overviews and personalized dashboards, enhancing overall productivity and collaboration. Furthermore, the ability to customize views allows teams to adapt the software to their unique workflow needs.

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.

BluIQ stands out as the sole cloud-centric subscription management solution specifically crafted for businesses with intricate billing needs that aim to capitalize on the current subscription trend. It is tailored to assist organizations in swiftly implementing subscription and as-a-Service billing systems that align with their unique operational requirements, offering straightforward, rapid, and cost-effective fully personalized approaches to challenging billing situations. The platform simplifies the automation of complex recurring billing, manages subscriptions, and provides revenue analytics, allowing companies to efficiently scale, uncover new revenue streams, and monetize innovative offerings rapidly, regardless of the subscription, usage, or consumption-based business models they employ. By leveraging BluIQ, organizations can not only streamline their billing processes but also enhance their overall operational efficiency and responsiveness to market changes.