Best MSP Software for Salesforce

The all-in-one IT management platform, powered by Action AI™ Atera is the all-in-one IT management platform that combines RMM, Helpdesk, and ticketing with AI to boost organizational efficiency at scale. Try Atera Free Now!

Josys stands as a specialized Automated Identity Governance and Administration (IGA) Platform designed specifically for Managed Service Providers (MSPs). Its primary goal is to offer a consistent and scalable approach to identity governance for all clients under their management. With its centralized multi-tenant visibility feature, Josys allows MSPs to effectively oversee user access, implement compliance regulations, streamline onboarding and offboarding processes, and identify shadow IT—all from one comprehensive interface. By converting the traditionally complex governance tasks of individual clients into uniform, automated procedures, Josys empowers MSPs to cut down on service delivery expenses, enhance their clients' security measures, and expand their operational capacity without the need for increasing staff.

ConnectWise PSA (formerly ConnectWise Manage) a robust business management platform, is designed for companies that offer service and support technology. ConnectWise PSA is trusted by more than 100,000 users. It offers a wealth features that enable teams to achieve greater accountability and operational efficiency. ConnectWise PSA includes help desk, billing and time tracking, project management, agreement management, sales and marketing, procurement and reporting tools. ConnectWise PSA™ (formerly ConnectWise Manage) is an award-winning professional services automation (PSA) solution that connects your entire operation. It creates a single view via a single data layer, so you can clarify and streamline what’s actually happening in your business.

QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.

All-in-one software transforms the way MSPs provide managed IT services to their customers. HaloPSA empowers you to manage your entire service desk with ITIL-aligned, out-of-the box functionality.

Small and medium-sized enterprises (SMEs) around the world can realize true freedom of choice by partnering with JumpCloud. JumpCloud centralizes the management and security of identities, access, and devices through its cloud-based open directory platform, enabling IT teams and managed service providers (MSPs) to remotely support Windows, Mac, Linux, and Android devices, manage identities natively or from their preferred HRIS or productivity suite, and provide access to hundreds of on-prem and cloud-based apps with a single, secure set of credentials. Start a 30 Day Trial of JumpCloud today to take advantage of the entire platform for free.

Accelo is a beloved tool among professional service firms globally, designed to effectively manage client projects and enhance profitability. This comprehensive cloud-based platform encompasses every facet of client work, from initial prospecting to final payment, covering areas such as sales, project management, ticketing, retainers, timesheets, and resource allocation, all accessible from any location. Focusing on both time efficiency and financial management, this client work management system provides an integrated view of the latest business metrics and financial health. By centralizing client interactions, activities, and tasks within a single interface, users can effortlessly track progress without the need for constant status inquiries. Accelo optimizes workflows and boosts productivity across teams, fostering improved visibility and collaboration that empower leaders to effectively manage their businesses while allowing professionals to concentrate on their most critical tasks. Moreover, with the aid of robust automation features, managers can easily ensure that projects are completed on schedule and within budget, enhancing overall operational effectiveness. This makes Accelo an invaluable asset for any service-oriented organization looking to thrive in a competitive environment.

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.

In the realm of cybersecurity, being proactive is essential. Our software-as-a-service security solution is specifically crafted to ensure you remain at the forefront. Utilizing advanced technology, we automatically identify and prevent unauthorized actions within your clients' applications. No other service providers offer this exceptional level of security. Managed Service Providers (MSPs) are particularly vulnerable to cyber threats, so it's crucial to safeguard your operations by receiving automatic notifications to your executive team whenever any suspicious, high-risk activities are detected within your MSP toolkit. You have the ability to tailor security event thresholds across a wide range of applications, ensuring you receive immediate alerts for any atypical user behavior, empowering you to swiftly address potential threats on behalf of your customers. This proactive approach not only enhances your security posture but also builds trust with your clients, reinforcing your reputation in the industry.

IT resellers, such as VARs and MSPs, face the very complex process of quoting, renewing and tracking IT assets. From slow systems, disjointed workflows and missing fields, bad software often slows down teams and impacts profitability. Owlytica solves this challenge by offering quoting, renewal management and IT asset management in one unified platform, enabling the reseller to sell faster, offer self-service portals and most importantly use the asset data generated by quotes, renewals and customers to upsell and cross-sell more products and services. The key features of Owlytica include Quoting, Contracts, Renewals, Asset Management, Portal, and Ticketing. These are designed to reduce manual work, helping IT resellers focus on what they do best: selling. With Owlytica, capturing more renewals and finding new sales opportunities becomes much easier, boosting profitability and morale. Owlytica easily connects with existing distribution, CRM, and financial systems through its API, making it a versatile tool for growing your IT reselling business.To learn more about Owlytica and schedule a consultation, please visit owlytica.com.

Achieving your cybersecurity compliance objectives involves navigating through numerous steps. Utilizing effective cybersecurity compliance management software can propel you forward from the very beginning. Begin with tailored templates that have been verified by experts, and use cross-mapping to identify the similarities among various standards, allowing you to efficiently progress through compliance activities. By organizing evidence and policies in one place, you ensure easy access to essential information. Additionally, monitoring risks and managing vendor relationships becomes streamlined, eliminating the need for spreadsheets and disorganized documents. It is vital for the entire team to engage in the compliance process; within this individualized portal, each member can easily access relevant policies and manage their assigned tasks effectively. As a result, your compliance efforts become more cohesive and collaborative, ultimately enhancing your organization's security posture.

TechGrid serves as a comprehensive platform that links businesses with a network of certified Tech Service Providers (TSPs) and partners, facilitating the seamless provision of IT solutions. You have the option to present your entire range of services in As-a-Service bundles, which automatically compute hardware, services, support, and financing alternatives. By responding to a few straightforward questions, you can see your bill of materials created in real-time, thanks to our innovative BOM automation tool. This tool not only enhances your efficiency but also allows you to expedite the proposal process, enabling your customers to easily sign and accept offers. Ultimately, TechGrid empowers you to close more deals swiftly while providing a streamlined experience for all parties involved.

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.

Asigra Tigris safeguards your backups against the latest types of cyber threats, significantly enhancing your chances of successfully recovering data while simplifying management compared to conventional backup solutions. Utilizing a distinct network-centric security framework, Asigra incorporates advanced features such as inline antimalware, robust encryption, comprehensive authentication, and effective obfuscation to perform tasks that traditional backup systems cannot achieve. By securing your backup data from relentless attackers, you can steer clear of costly ransom payments. Asigra facilitates rapid deployment across the network without the need for endpoint agents, leading to smoother updates, decreased administrative burdens, and a smaller security profile. Whether you need to recover a single file from last night or an entire data center, you can trust in the advanced recovery capabilities to ensure successful restorations. The incremental forever approach allows for restoring backups from any desired point in time, and autonomic healing automatically rectifies any corrupted backups, providing an additional layer of assurance in your data management strategy. In this way, Asigra Tigris not only enhances security but also streamlines your overall backup process.

Utilize ContraForce to streamline investigation workflows across multiple tenants, automate the remediation of security incidents, and provide outstanding managed security services. Achieve cost-effectiveness through scalable pricing while ensuring high performance tailored to your operational requirements. Enhance the speed and scale of your current Microsoft security infrastructure with effective workflows, integrated security engineering tools, and advanced multi-tenancy features. Benefit from response automation that adjusts to the context of your business, offering comprehensive protection for your clients from endpoints to the cloud, all without the need for scripting, agents, or coding. Centrally manage various Microsoft Defender and Sentinel customer accounts, along with incidents and cases from other XDR, SIEM, and ticketing systems. Experience a consolidated investigation platform where all your security alerts and data are accessible in one place. With ContraForce, you can seamlessly conduct threat detection, investigations, and response workflows in a unified environment, enhancing the overall efficiency and effectiveness of your security operations.

We provide MSPs with adaptable, dependable, and innovative cloud-based communication solutions that empower them to expand their operations with precision and focus. BVoIP was developed in response to the genuine challenges and frustrations experienced by actual MSPs. Prior to assisting MSPs, we spent 17 years as one ourselves, gaining valuable insights into the industry's flawed communication strategies that relied on a haphazard mix of unreliable products and services. This often resulted in high operational costs and excessive demands on customer support. Recognizing the need for straightforward and scalable communication solutions, we pioneered a new approach that utilizes cloud technology to streamline business communication, eliminate back-office inefficiencies, and ensure that phrases like "can you hear me now" become a thing of the past. With our comprehensive and standardized communications platform, we are now equipped to provide MSPs with the essential solutions they have been seeking to thrive in a competitive landscape. Ultimately, our goal is to transform how MSPs manage communication, allowing them to focus on their core business objectives.