Business Software for ConnectWise PSA

VARStreet CRM streamlines your quote management process, empowering your sales team with enhanced control. Through VARStreet CRM, your salespeople can easily track quotes, work on opportunities, add notes and activities, and perform follow-ups, resulting in better insights into quotations and orders. The CRM's advanced analytics facilitate improved follow-up on abandoned shopping carts. This comprehensive overview enables your sales team to excel in their roles, leading to increased sales. Integrated seamlessly with our quoting and eCommerce modules, VARStreet CRM becomes a natural extension of your workflow. It comes at no additional cost, making it a practical choice. Quotations generated within VARStreet automatically create opportunities within the CRM, providing your sales team with greater control. Additionally, when an opportunity is marked as closed (won or lost), the quotes are automatically updated, ensuring seamless synchronization between the two modules.

Thread is the no-code AI Service Desk built specifically for Managed Service Providers (MSPs) who want to modernize operations without adding overhead. It combines conversational AI, triage automation, and unified chat tools into a single platform that connects seamlessly with your PSA systems like ConnectWise, Halo, and Autotask. In just 30 minutes, MSPs can deploy AI agents that automatically handle intake, prioritize tickets, assign categories, and complete time entries. The result: technicians gain back valuable hours, with response times improving up to 5x and resolution times reduced by 78%. Thread’s intuitive inbox interface eliminates refreshes and syncs every ticket, conversation, and update across platforms like Teams, Slack, and Messenger. Its Planner view allows easy scheduling, thread management, and collaboration—all in real time. With agentic triage, you don’t just automate tickets—you deliver smarter, faster service experiences that scale with your business. Designed for modern MSPs, Thread is the ultimate operating system for high-performing service teams.

What your clients don't know about cybersecurity can really harm them. Asking questions is the best way to keep your clients safe. ConnectWise Identify Assessment gives you access to a risk assessment backed up by the NIST Cybersecurity Framework. This will reveal risks throughout your client's entire company, not just their networks. You can have meaningful security conversations with clients by having a clear, easily-read risk report. You can choose from two levels of assessment to meet every client's needs, from the Essentials to cover basic information to the Comprehensive Assessment to dig deeper to uncover additional risks. The intuitive heat map displays your client's risk level and prioritizes to address them based on financial impact and probability. Each report contains recommendations for remediation to help you create a revenue-generating plan.

Scheduling meetings is a waste of time. TimeZest seamlessly integrates with ConnectWise Manage to be part of your activity, calendar, and ticketing workflow. TimeZest will take care of the rest. TimeZest schedules for ConnectWise Manage at its finest, empowering clients to find and book the best time for them. Your team's real-time availability is used to make decisions. These choices are confirmed with automatic calendar invites and followed up by non-invasive reminders. ConnectWise Manage automatically updates tickets, allowing for a more natural workflow extension and streamlining the ticket resolution process. It's easy for your staff to schedule clients directly from within ConnectWise Manage with TimeZest

Standardize, secure and scale your IT managed service. Liongard is the only automation platform that gives complete visibility across the stack. This allows you to unleash your team and operate at 10x speed. Logging in manually to manage Internet Domains, SQL servers and all other systems is a tedious task. Unify systems in Liongard for auditing historical data, monitoring critical changes, setting proactive alerts, and reporting across the IT stack. With Liongard's unified platform for automation, you can quickly onboard customers and monitor system changes every day. Liongard's unified platform for automation makes it easier to onboard customers and track system changes daily. Liongard's unified automation platform allows you to access data for business reviews, scoping new project opportunities, and converting customers into Managed Services. Your MSP can be more profitable, efficient, and secure. This includes everything from how you evaluate potential customers to how they protect their systems. Liongard automates the process, minimizing human errors.

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.

CyberFox Password Manager is a centralized password management platform designed for managed service providers and IT departments. It allows teams to securely access and share credentials without relying on unsafe practices like spreadsheets or browser storage. Built with enterprise-grade encryption, the platform protects passwords both in transit and at rest. Secure cloud storage ensures availability while maintaining strong data protection standards. Role-based permissions make it easy to control who can view, edit, or share credentials. Advanced security policies help organizations enforce best practices across all users. The solution integrates smoothly into existing IT workflows without adding complexity. CyberFox Password Manager reduces the risk of credential-related breaches while improving efficiency. Its clean interface simplifies password organization and access. The platform balances affordability with powerful security features.

InteGreat Web Services simplifies the process of engaging with both Collabrance and GreatAmerica while users remain within their main business management systems. In conjunction with ConnectWise, Collabrance has developed a ticketing integration that enables Managed Service Providers (MSPs) to effortlessly transfer tickets between themselves and Collabrance. This integration fosters a more cohesive and efficient collaboration when addressing customer IT issues, allowing both parties to work on the same ticket as necessary. The system ensures that information is consistently replicated, providing a unified view of customer data. A new field has been introduced specifically for the Collabrance Ticket Number, allowing users to monitor and manage customer tickets and activities seamlessly. The secure platform facilitates the sharing of information and insights, significantly reducing errors and confusion by enabling simultaneous work on the same ticket across different systems. Additionally, it automatically updates and shares customer information in real time, including crucial details such as the company name, Collabrance Ticket Number, all relevant notes, configuration name, status, site, and contact information. This integration not only streamlines operations but also enhances the overall customer service experience.

We provide MSPs with privileged access management, including the protection of customer admin accounts and the security of their customers' identities. CyberQP believes that MSPs can be the only solution for small and medium business cyber security problems. We take our partnership with MSPs very seriously. Create accounts and passwords when technicians need them, with zero-standing privilege and advanced security. Automate tasks, manage admin and service accounts, and automate tasks across environments. Verify the identity of those who call your helpdesk in less than 30 second to protect organizations from internal and outside threats. Your MSP technicians can manage and control who is granted privileged access during specified time periods. MSPs can find it difficult to discover admin accounts and privileged access across their customer base. Our automation makes it easy.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

ScalePad Cognition360 revolutionizes the ticket data from ConnectWise PSA into insightful and predictive business intelligence tailored for managed service providers. It features an extensive array of over 130 interactive reports and benchmarks that reveal underlying insights related to profitability, technician productivity, ticket trends, project outcomes, agreement renewals, and various other aspects. By utilizing a specialized data warehouse for reporting, Cognition360 effectively reduces the load on production systems, facilitating both historical trend examination and "what-if" scenarios. The incorporation of advanced machine learning and AI technology enhances predictive analytics, empowering MSP executives and virtual CIOs to pinpoint capacity issues, uncover hidden cost factors, assess client profitability, and identify operational hurdles, which can lead to a boost in profitability of 10–15%. Furthermore, for users of ConnectWise Manage, the integration process is straightforward, necessitating minimal setup and capitalizing on existing Power BI licenses for easy report visualization and interpretation. This innovative approach not only streamlines reporting but also provides actionable insights that can drive strategic business decisions.

ScalePad Backup Radar offers an automated, cloud-based solution for backup monitoring and reporting, tailored for managed service providers. This tool aggregates backup statuses from over 300 integrations, including primary RMM, PSA, and backup systems, across servers, workstations, virtual machines, and NAS devices, all displayed in a customizable dashboard. It identifies vulnerabilities, facilitates trend analysis, and prioritizes actionable alerts by utilizing an intelligent ticketing system that organizes, appends, and automatically closes notifications to minimize distractions. Additionally, Backup Radar provides customizable, color-coded reports that can be scheduled flexibly and integrated within ScalePad’s Lifecycle Manager for coherent insights for clients. Compliant with SOC 2 Type II and ISO 27001 cybersecurity standards, the platform also features seamless API-driven integrations with PSA ticketing systems, allowing for the automation of incident workflows and the upkeep of compliance. This comprehensive solution is designed to enhance efficiency while ensuring that managed service providers can deliver consistent and reliable backup services.

AI Autopilot delivers a complete agentic automation environment built to enhance every aspect of managed service operations. Its intelligent AI agents automate ticket intake, classify issues, determine priority, and instantly route requests to the right technicians. MSPs can benefit from automatic workload balancing, escalation management, and compliance monitoring, all driven by best-practice logic. Seamless integrations with PSA and RMM platforms allow the system to fit naturally into existing IT workflows without disruption. The platform’s ability to create tickets directly from Teams and Slack improves end-user accessibility and reduces friction in support communication. With measurable results like faster resolutions, lower operational costs, and higher client satisfaction, it helps MSPs scale efficiently. AI Autopilot also invests in future-forward AI technologies, including multi-agent orchestration, RAG systems, and advanced RPA triggers. Built for MSPs by MSP professionals, it is engineered to modernize service delivery and strengthen operational intelligence.

Motileo is an innovative platform focused on enhancing sales performance and fostering team engagement through gamification, which reimagines routine business activities and key performance indicators (KPIs) as engaging and competitive experiences aimed at boosting productivity and outcomes. By integrating seamlessly with existing tools like CRM systems, it automatically gathers essential performance metrics such as calls made, meetings scheduled, deals finalized, and revenue earned, transforming these figures into dynamic competitions, achievements, and progress tracking for both individuals and entire teams. Moreover, Motileo incorporates game-inspired mechanics into the work environment, recasting targets as accomplishments, milestones, and missions that lead employees toward quantifiable results while maintaining their involvement in the process. Teams have the opportunity to engage in tailored competitions or direct challenges that cultivate a spirit of friendly competition and promote ongoing effort, all while automated recognition features grant participants points or coins that can be exchanged for rewards. This unique approach not only motivates employees but also enhances collaboration and camaraderie among team members, making work more enjoyable and productive.

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

Kaseya VSA is an advanced remote monitoring and management (RMM) tool designed specifically for Managed Service Providers (MSPs) and IT organizations. This software offers users an array of features, including rapid remote access, potent discovery capabilities, dependable patch management, as well as comprehensive monitoring and security options, all integrated into one platform. As a result, Kaseya VSA enhances the productivity of IT staff, boosts service dependability, and fortifies system security. It serves as a cohesive IT Management solution, not just aimed at improving service delivery but also at transforming business operations. By streamlining workflows across various tools, Kaseya’s solution significantly elevates the efficiency of IT teams, which in turn fosters better service provision and enhances overall business productivity. Discover firsthand why countless IT departments rely on Kaseya VSA to oversee and automate their entire IT infrastructure from a centralized location. Ultimately, this platform empowers organizations to provide greater value while minimizing service delivery expenses. Kaseya VSA equips IT departments with the essential management tools to proactively oversee their systems through a unified interface, making it an indispensable ally in the realm of IT management.

Knead is an eCommerce platform that provides customers with B2B services. • Speed - Knead is a way to enhance information flow by overlaying existing systems. There is no replacement project. • Flexibility – Knead allows for the retention of any competitive advantage that results from unique business logic. The system is configured to match the actual way businesses operate. Knead is an overlay platform that allows for control over multiple systems. Clients can learn to anticipate potential problems and pivot as needed. • Partnership – Knead is an Australian company that uses a collaborative approach and provides local support. This sets it apart from other SaaS eCommerce companies.

ContactScience®, a process that allows your team to pursue every target more efficiently, faster, and with greater precision, the ContactScience®. Process. Managers have access to transparent metrics that can be used to measure their performance and get the best possible transparency.

ModusCloud by Vircom is a cloud-based email security product that provides real-time threat protection, phishing detection, advanced multilayer antivirus and email archiving. Users are protected against malicious and unwanted email. Administrators can easily customize service to meet users' requirements and policies. ModusCloud offers clients access to enterprise security technology and infrastructure used by some the most secure companies in the world. This is combined with our expert knowledge and understanding of smaller businesses' needs. We offer a hosted email security solution that includes email threat protection, email continuity with Emergency Inbox and policy-enforced encryption. All of this is easily managed via a user interface.

Introducing the premier cloud management platform centered on revenue for users of vCentre, vCloud Director, and Veeam. Elevate the experience for vCloud customers while streamlining the utilization of Veeam services. Revolutionize vCentre with advanced multi-tenant capabilities, ensuring sleek and efficient self-service options, seamless provisioning, and impeccable billing accuracy. With HyAlto, you can manage your private cloud business effectively and still have time left over. This platform seamlessly integrates with vCentre, vCloud Director, and Veeam to enhance the vCloud customer journey, unify the use of Veeam services, and facilitate automated tracking for flawless and hands-free billing. It’s time to embrace automation in service deployment, eliminating billing inaccuracies and the headaches of manual tracking. Say farewell to the communication breakdowns that often occur among sales, technical, and finance departments. Stop wasting countless hours on invoicing, provisioning, and reconciliation processes. Establish standardized workflows for customer services that are ready to go. Additionally, provide flexible pricing options that include volume and time-based discounts to maximize growth. With the XaaS feature, you can upsell like never before. Now is the perfect moment to enhance your cloud management experience.

Beautifully simple RMM and Service Desk software. A powerful, simple-to-use, all-in-one IT service automation platform that simplifies service delivery and reduces costs. Since over 10 years, Naverisk has empowered MSPs and IT Pros to deliver exceptional IT services. Naverisk's powerful remote management and monitoring capabilities allow you to deliver world-class IT services. You can identify and fix issues before users are affected. Automate your IT services to improve efficiency. Full support for Windows, Linux and Mac & SNMP devices. To provide great customer service, it takes a team. Naverisk's service desk was created for IT professionals and MSPs. It features powerful automation and collaboration capabilities. Modern collaboration features support teams working together and integrated device management to quickly solve IT issues.

CWDash is a cost-free business intelligence tool for Managed Service Providers (MSPs) that is sponsored and seamlessly integrates with both On-Premises and Cloud versions of ConnectWise Manage. It offers tailored dashboards, referred to as panels, which streamline the process of obtaining insights and allow users to monitor data in real-time directly from their desktops. Initially launching with a modest selection of 8 dashboards, CWDash has expanded its offerings to 60, providing users the flexibility to select their preferred panels or utilize the innovative Panel Builder to create personalized dashboards. The Panel Builder is a standout feature that empowers users to generate countless bespoke panels displaying the specific information they desire, simply by naming them to have them readily accessible in the drop-down menu. Since its establishment in 2009, CWDash has evolved significantly, appealing to technology experts who are always in search of more effective methods to optimize their operations and assist their clients in achieving similar efficiencies. This continuous growth demonstrates CWDash's commitment to adapting to the needs of its users and the ever-changing landscape of technology.

Acceptto observes user behavior, transaction patterns, and application interactions to build a comprehensive user profile tailored to each application environment, allowing it to assess whether access attempts are valid or pose a security risk. The system operates without relying on traditional passwords or tokens. By leveraging its risk engine, Acceptto evaluates the legitimacy of access attempts by monitoring user and device posture before, during, and after the authentication process. In a landscape where identities face continuous threats, we provide a seamless, step-up authentication procedure complemented by real-time threat analytics. The risk score generated by our advanced AI and machine learning algorithms determines a dynamic level of assurance (LoA) for each access attempt. Our innovative strategy automatically identifies the most effective policy for every transaction, optimizing security while reducing user friction through AI-driven insights. This ensures a streamlined user experience that upholds robust security standards across the enterprise. In essence, Acceptto redefines security by integrating advanced technology with user-centric design.

It is essential to ensure that your customers are indeed who they claim to be, while also recognizing that they prefer not to face cumbersome processes for verification, expecting you to prioritize the security of their credentials. Striking a harmonious balance between robust security measures and a seamless, enjoyable customer interaction is crucial for maintaining trust. Implementing real-time, ongoing identity verification and monitoring after authorization can effectively prevent account takeover (ATO) through intelligent multi-factor authentication. By utilizing risk-based policies in continuous authentication, organizations can enhance their security protocols. Acceptto is revolutionizing the cybersecurity landscape by redefining identity access management, viewing authentication as an ongoing process rather than a one-time event. Their innovative Passwordless Continuous AuthenticationTM technology, powered by AI and machine learning, scrutinizes and validates user identities, utilizing behavioral insights to identify unusual patterns and reducing reliance on susceptible binary authentication methods. In doing so, they provide an exceptionally intelligent, resilient, and nearly impregnable identity validation solution that meets the demands of modern security challenges. Ultimately, this approach not only enhances security but also fosters customer loyalty and satisfaction.

The essential elements of productivity in the workplace have undergone a transformation due to the introduction of automated workflows across various sectors. However, the question remains: what is the state of security? In efforts to minimize risks, security teams often find themselves in a role akin to air traffic controllers, where they must deduplicate, sort, and prioritize an influx of security alerts, all while coordinating with developers throughout the organization to ensure that issues are addressed. This dynamic leads to a significant administrative load for teams that are already short on resources, resulting in frustratingly prolonged remediation times, tension between security and development departments, and challenges related to scalability. Seemplicity offers a groundbreaking solution by automating and enhancing the efficiency of all risk management workflows within a single platform. By consolidating findings with the same tool on a shared resource, the process becomes more streamlined. Any exceptions, like rejected tickets or those marked as fixed yet still containing unresolved issues, are automatically sent back to the security team for examination, thus alleviating some of the burden and improving overall workflow efficiency. This innovative approach not only simplifies the process but also empowers security teams to operate more effectively in a fast-paced environment.