Business Software for HaloPSA

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

Eliminate the hassle of logging into separate accounts by using a central dashboard that provides visibility into traffic for all your clients. This approach allows you to conduct advanced searches swiftly, thus enhancing your ability to address support tickets efficiently. With just two clicks, you can instantly remove harmful elements and block the sender across your entire customer network. Instead of managing each customer individually, you can establish global rules applicable to all or selected clients in mere seconds. Our solution empowers you to identify and neutralize a wide range of email threats, including business email compromise, spear-phishing, and ransomware, all while being user-friendly and ready to use immediately. Additionally, Mesh ensures seamless synchronization of both your mailboxes and licensing details from Microsoft 365, maintaining alignment between the Mesh billing number and the Microsoft billing number each month. Transitioning email security providers can pose challenges, particularly for larger Managed Service Providers, but our concierge service significantly simplifies the process by handling most of the setup tasks for you. This efficient support not only saves time but also enhances your operational effectiveness, allowing you to focus on what truly matters in your business.

An integrated solution for automated discovery, documentation, password rotation, and diagram creation. Rely on us to handle site assessments. The Network Glue collector identifies every device on your clients' networks, regardless of the manufacturer. It also uncovers Active Directory setups, detailing the AD role for each workstation and server while seamlessly importing AD users from both on-premises and hybrid infrastructures. No more overlooked devices or missing user data. All network devices, alongside user information from Azure AD and Active Directory—be it cloud, hybrid, or on-premises—are systematically documented and refreshed in IT Glue. This also encompasses virtual network components for Hyper-V and VMware environments. Recognizing that not everyone has a knack for design, let Network Glue create intricate network diagrams on your behalf. With distinctive icons that facilitate quick understanding of network layouts, these diagrams are fully synchronized with IT Glue, ensuring that relevant information is readily accessible when a device icon is selected. Moreover, our solution significantly enhances operational efficiency, allowing IT teams to focus on other critical tasks while maintaining accurate network documentation.

MyGlue serves as your centralized collaboration and intranet hub, establishing a direct pathway for effective communication with end-users. Say goodbye to the risks associated with insecure email correspondence, casual exchanges, and isolated discussions. IT experts are now tasked with overseeing an increasing number of devices, data, and user accounts. By incorporating a collaboration and intranet platform into your toolkit, you can effortlessly and securely distribute IT documentation while working alongside end-users. MyGlue is loaded with functionalities that many will find familiar from IT Glue. From the password vault and checklists to robust security features like audit trails, version history, and SOC 2 compliance, MyGlue equips your end-users with all the necessary tools for effective password and document management. The new MyGlue help center simplifies the process of sharing essential documents, including helpful guides and tutorials. Experience a comprehensive solution for handling communication, documentation, and password management throughout your organization and across all teams, ensuring everyone is connected and informed. This seamless integration can significantly enhance productivity and collaboration within your workplace.

Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.

Support Fusion is an integration platform that requires no coding, specifically designed for Managed Service Providers (MSPs) catering to enterprise clients. Our application streamlines the synchronization of tickets between ITSM systems like ServiceNow, Jira, and Zendesk, and MSP PSA tools such as ConnectWise, Autotask, and HaloPSA. It allows for seamless bi-directional syncing of tickets, statuses, comments, and attachments, ensuring that both parties remain informed without the hassle of redundant tasks. This solution helps MSPs save significant time each week, prevent SLA violations, and achieve precise reporting with minimal manual input. Targeted at mid-to-large MSPs that support enterprise accounts, Support Fusion reduces unnecessary duplication of work and fosters growth by transforming support data into actionable service intelligence. Users can quickly initiate the process using our prebuilt connectors and easy-to-follow setup, eliminating the need for custom scripts or extensive development work, making it an efficient choice for businesses looking to enhance their service delivery. Additionally, the platform's user-friendly interface helps teams get accustomed to the system in no time, further contributing to operational efficiency.

FlexPoint transforms the payment process into a straightforward and seamless experience, enhancing your cash flow. By automating your billing operations, you can boost efficiency while ensuring timely payments. Say goodbye to tedious manual tasks and simplify the process of receiving payments. The platform allows for complete automation of reconciliation, from invoicing through to deposits. Your clients can enjoy secure online payments, all while you uphold the reputation of your brand. Deliver a billing experience that reflects the high level of customer service you provide. This all-encompassing platform is designed to accelerate your business growth via streamlined payment solutions. With no long-term contracts required, you can enjoy increased predictability in your cash flow and eliminate any unexpected financial surprises through our advanced billing automation features. You can establish tailored rules that facilitate automatic payments for invoices, whether for all clients or selectively for individual ones. This eliminates the cumbersome task of manual payment reconciliation across your various tools, ensuring a more efficient financial workflow. Experience the transformation in your billing processes and enjoy the benefits of enhanced operational clarity.

Keep a close eye on your essential business metrics, evaluate team performance, and implement our established strategies for effective up-selling and cross-selling within your team. Having analyzed over $5 billion in sales activities and more than 10 million business interactions, BeeCastle has refined its recommendation engines, checklists, and AI-driven prompts, empowering you to handle account management with assurance. Seamlessly integrating with your existing software, BeeCastle automates processes across platforms such as Microsoft Outlook, Teams, Xero, ConnectWise Manage, Datto AutoTask, and HaloPSA, among others, ensuring you have the tools needed for streamlined operations. This comprehensive approach not only enhances efficiency but also drives better results for your business.

All-in-one software for business management. Sage 300 is trusted by over 40,000 customers in 150 countries, across a wide range of industries. Sage 300 manages finances, operations, and inventory at a fraction of the price of traditional ERP software. Manage multiple locations in multiple languages, currencies, and regions. Connect, analyze and report on the multiple business units, companies, subsidiaries and countries in your organization. Reduce the complexity of managing multiple entities. Centralize your processes, manage your accounting, operations, inventory, distribution, and much more, from a single app. Cloud-based financial tools that are best in class for companies with multiple locations and entities. It has a multi-currency and multi-lingual interface. Manage transactions through the entire sales cycle and automate your order procedures directly within Sage 300. Manage contractor and subcontractor expenses and time, and add stakeholders.