Autotask PSA Integrations

Jim2 Business Engine empowers businesses to be the best they can possibly be, by arming teams with leading integrated ERP software so that businesses can reach that next level of growth. Ideal for mid-sized businesses in wholesale/distribution, manufacturing, sales and service industries with an inventory management focus to consolidate their systems into one powerhouse solution. This arms businesses with a single system to connect multiple branches, multiple businesses, and remote staff in one system improving visibility for all staff. Jim2 masters your inventory, quote management, job management, purchasing, projects, eCommerce, accounting, and financial reporting to make sure nothing slips through the cracks.

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.

Inserve eliminates tedious tasks for IT service providers, consolidating all relevant information into a single, easily searchable platform. Now, you can register and invoice your time effortlessly, leading to improved cash flow and increased profits. You want to accomplish your work swiftly and accurately, and our ticketing system enables you to maintain clarity while executing tasks efficiently. Instead of wasting time cutting and pasting text or endlessly scrolling through emails, you can finally centralize all license details, updates, and manuals in one location, making them easy to locate. Moreover, the ticket history allows you to track issues with specific PCs, facilitating timely replacements when necessary. Tracking registered hours is crucial for your business, yet it's often a tedious task that no one enjoys. With Inserve, logging hours and products becomes a seamless process, significantly enhancing your overall productivity and allowing you to focus on what truly matters. This way, you can dedicate your time to more important aspects of your work, knowing that administrative tasks are handled efficiently.

Memtime is a time-tracking tool for Windows, Mac OS & Linux that automatically records every minute you spend on different projects. Memtime runs in the background and tracks every computer activity to the second. It doesn't matter if you are working in different programs/files or every e-mail tab, browser tab, calendar entry, or even your browsing history. This allows you to focus on your work while the tool visualizes your entire working day as a timeline. You can see what you have done in the day and you can make time entries by clicking & dragging. Memtime cannot be used to monitor processes. All data is saved only on your device. No boss, no colleague, and not even us at Memtime, can see what you've done. Memtime integrates seamlessly with +25 project management tools. This allows you import all your projects, track time on them in Memtime, and export all your time entries in one click.

HaloCRM, an omnichannel customer service solution, is designed for teams that want to improve their efficiency when dealing with customer inquiries. HaloCRM provides a platform that allows teams who interact with customers to manage conversations in any channel. The platform will ingest conversations from Twitter and Facebook, Facebook Messenger and other channels such as SMS, email, chat, phone, and more. This eliminates the possibility of missing inquiries and improves customer satisfaction by opening up more channels of communication. HaloCRM allows you to provide support anywhere. You can keep customers happy by using email, text, voice, chat and more. Big customer service team? Many complex processes? HaloCRM is able to handle all of your complex processes with its powerful workflows that are ready-to-use and drag-and drop configuration. HaloCRM makes it easier to prioritize customers and respond with one unified help desk, complete with built-in customer context to facilitate better conversation tracking.

Sourcetable is an AI-powered spreadsheet and data platform designed for a wide range of data-related tasks, including analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and supporting business intelligence. It combines the functionality of traditional spreadsheets like Excel and Google Sheets with enhanced capabilities for data integration and analysis. Sourcetable supports standard spreadsheet formulas and functions while allowing users to connect to over 100 databases and applications, enabling real-time data centralization and analysis. The platform integrates advanced AI models to automate workflows, identify patterns, and assist with decision-making. This reduces the need for manual processes and improves efficiency in working with data. Sourcetable is suitable for building dashboards, running financial analyses, preparing data for machine learning, or organizing and analyzing information for various applications. Its combination of traditional spreadsheet features and modern data capabilities provides users with tools for efficient, data-driven problem-solving.

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.

Boomi's iPaaS platform empowers businesses to integrate, automate, and manage their data and workflows across multiple applications and systems. By leveraging AI agents, Boomi automates complex processes, improving speed and reducing errors. With a user-friendly interface and a library of pre-built connectors, the platform simplifies the integration of applications such as Salesforce, SAP, and AWS. Boomi helps organizations unlock their full potential by enabling rapid digital transformation, secure data management, and optimized business operations. Boomi Agentstudio is the solution for managing AI agents at scale, offering businesses a centralized platform to design, monitor, and deploy agents effectively. It includes powerful tools such as Agent Garden for lifecycle management, Agent Control Tower for visibility and governance, and AI-powered workflows that integrate seamlessly with other business systems. By providing easy-to-use tools for AI agent orchestration, Boomi allows organizations to achieve efficient, compliant automation while reducing operational complexities, all within a secure environment.

TechSuite is a Windows + cloud SaaS that wraps bench-repair tools (BSOD analysis, HDD testing, malware scanning, Windows update repair, network diagnostics, registry cleanup) behind a unified runner with branded reporting. The CLI is invokable from any RMM script engine (Syncro, NinjaOne, ConnectWise, Atera, Kaseya/Datto, HaloPSA), making TechSuite a prebuilt scripts library for MSPs running periodic maintenance on managed endpoints. The cloud dashboard handles shop-wide settings, report storage, and webhook events. v2 integrations with Syncro and RepairShopr push reports to tickets. Reacquired by its original developers in August 2025; since then: AI report summaries, dashboard redesign, infrastructure modernization, 15+ rewritten core tools. Weekly releases. Per-tech subscription: $25 Basic, $49 Plus (3 techs), $179 Pro (10 techs). 14-day free trial.

Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world.

Show your clients what a modern MSP looks like. One white-labeled client portal that is powered with automation can provide Ticketing and Service Catalog, Reporting as well as Client Training and Client Communication. Fully integrated with Office 365 and ConnectWise, Autotask Syncro, Syncro, or BMS. All client touch points can be managed from one secure and integrated platform. You can create a seamless client experience, from ticketing to account administration. Your service catalog should be displayed to make it easy for clients to use and buy from your MSP. Clients' information and your information to fix it are often different. CloudRadial offers fully customizable intake questions and ticket triaging. To get the information you need and get it to where it is needed. You must give your client a reason to use the client portal to request services from you.

Experience-enhancing software tailored for Managed Service Providers (MSPs) and IT teams is here to elevate your customer satisfaction, efficiency, security, and communication. By integrating your professional services automation (PSA) or IT service management (ITSM) tools with features like applications, bots, forms, approval workflows, sentiment analysis, push notifications, and a client portal, you can customize each app for individual clients, thereby boosting customer satisfaction and net promoter scores (NPS). Customers appreciate having all their needs met in one accessible interface. With ITSupportBot™, you can potentially decrease support tickets by as much as 10%, utilizing our integrated 'Self-Service Bot' to minimize unnecessary inquiries and our 'Smart Engineer Bot' to ensure engineers receive accurate ticket information on the first attempt. This leads to reduced administrative burdens and increased job satisfaction for engineers. Gain a compelling unique selling advantage that empowers you to deliver exceptional experiences, outshine competitors, and secure more monthly recurring revenue (MRR) contracts. Delivering such tailored solutions not only enhances productivity but also fosters long-lasting client relationships.

Backup Radar is a leader in backup monitoring, compliance, and reporting. Their end-to-end automation software is a revolutionary tool that can reduce data loss and improve process efficiency. It also allows for greater visibility across all backup platforms. Real-time backups can be spotted and corrected. Integrate with your favorite MSP platforms, including RMM, PSA, and other productivity tools. Intelligent automation allows you to streamline your workflows and policies. Features - Uncover hung backup job with no-results view Monitor your backups using customizable dashboards and views in Backup Radar portal - Allows you to group, auto-append, and auto-close tickets. This ensures that you are only notified with actionable information Compliance reports for clients that are regulated - Monthly and weekly reporting to track trends in backup errors

MyBig5 allows companies to manage employee performance in a completely new way. It all starts with the company manager who enters company Objectives and Key results (OKR) for the quarter. Each employee then enters five goals each week. These goals align with company objectives. You can also conduct employee engagement surveys.

Hudu stores, organizes, and encrypts client passwords along with the rest of your documentation. Hudu allows you connect articles and assets with strong relationships and a state of the art relationship mapper. To manage and track the progress of checklist workflows, you can set up process templates and processes. IT can be complicated, so Hudu was designed from the ground up to allow for complete customization. All files and passwords are encrypted with AES256-bit encryption on servers you control. Administrators have the option of enforcing multi-factor authentication. Users can also enable multifactor authentication. You can limit the hours employees can log into your computer to view and edit data. You can share passwords with clients easily and securely through a branded portal.

AnswerForce can be your voice whenever you need it. AnswerForce can help you grow your business by handling every phone call with professionalism, personality, and efficiency. Virtual receptionists are available 24/7 to assist you. This allows you to focus on the important things that matter: your customers. Our virtual receptionists can answer your calls even if you aren't available. We will send you detailed reports that include important information. Our friendly virtual receptionists will greet every caller and can connect you or your team to each call according to your call handling instructions. Efficient AnswerForce receptionists will schedule appointments for you and send you reminders when necessary. Professional AnswerForce receptionists will help you capture and qualify leads so you can focus on growing your business. With a bilingual answering service, you can ensure that more callers reach a caring and professional voice.

Equip your business with essential tools to enhance efficiency and gain valuable insights for growth, all available through QuickBooks Online Advanced. Access the critical data you require with reports that are not only customizable but also ready for presentation, while ensuring that your spreadsheets are synchronized for precise business information and tailored insights. Reduce the burden of manual tasks by effortlessly importing and dispatching numerous invoices and expenses simultaneously, and streamline the process of entering and modifying multiple bills and checks within a few simple steps. We prioritize your security by safeguarding your financial details with advanced encryption and robust protective measures. Personalize your workflow by selecting from a range of seamless app integrations specifically designed for QuickBooks Online Advanced, and enhance its capabilities by connecting with top-tier applications like DocuSign, Bill.com, HubSpot, and Salesforce, among others. With these features, you can significantly improve your business operations and drive success more effectively.

audIT is a software-as-a-service platform designed for managed service providers (MSPs) to effortlessly produce compelling, visually appealing, and straightforward sales presentations that effectively close more high-value IT contracts with minimal resistance to pricing. Users of audIT are able to set higher fees and enhance their income through additional sales and cross-selling opportunities. The tool enables the creation of professional-grade sales presentations in less than an hour, which has led thousands of MSPs globally to leverage audIT for boosting their sales, increasing monthly recurring revenue (MRR), and expanding their businesses similarly. By utilizing audIT, you can elevate your MRR as it allows you to present comprehensive solutions at premium rates, assured that clients will agree without any objections regarding price. Additionally, audIT reveals untapped MRR potential through seamless upgrades during business evaluation sessions, ensuring clients accept necessary enhancements for their protection. This innovative platform streamlines the process of crafting straightforward and emotionally engaging sales presentations, saving you valuable time and effort, while also empowering you to focus on building strong client relationships.

Lifecycle Insights by ScalePad serves as a cloud-based platform designed specifically for managed service providers (MSPs) to enhance client engagement through vCIO services and quarterly business reviews. This platform seamlessly integrates with various tools such as PSAs, RMMs, and hardware vendors, automating the aggregation of essential data related to assets, contracts, users, and security awareness into one central hub. It features a collection of templated risk assessments, interactive generators for QBR and budget reports, as well as tools for contract management and meeting organization, alongside a customizable assessment builder. Utilizing a proprietary digital maturity index and forecasting capabilities, it effectively identifies technology risks and estimates total cost of ownership, facilitating the transformation of insights into actionable initiatives complete with roadmaps and scorecards. Furthermore, additional integrations such as Crewhu CSAT/NPS feedback and INFIMA security training enhance the reporting process by incorporating client satisfaction and security metrics directly into the analyses. By consolidating various functionalities, Lifecycle Insights ensures that MSPs can deliver comprehensive and insightful reports to their clients.

vCIO Hero is an innovative virtual CIO platform specifically designed for managed service providers (MSPs) that prioritizes quarterly business reviews (QBR) by enhancing strategy evaluations with advanced ICT audit tools, traffic-light risk assessments, and structured recommendations categorized as “Good/Better/Best” through a user-friendly visual solution builder. The platform features critical components such as an ICT overview, detailed audits with commentary, multi-option recommendation modules, and a Kanban-style roadmap to facilitate strategic planning. It seamlessly integrates with PSA and RMM tools to synchronize data and offers branded client portals to ensure transparency during quarterly business reviews. Distinctively, vCIO Hero not only emphasizes compliance reporting but also focuses on boosting sales conversion, enabling MSPs to simplify complex technology stacks, cut down on expenses, and accelerate decision-making through established sales psychology principles. Additionally, it is available as a standalone product or within Invarosoft’s Stack Saver bundles, making it a viable alternative to individual tools like ScalePad Lifecycle Insights and vCIO ToolBox. With its comprehensive features, vCIO Hero is positioned to significantly enhance the efficiency and effectiveness of MSPs in managing their clients' IT needs.

Warranty Wizard is a comprehensive platform designed for managed service providers (MSPs) that focuses on the management of IT assets and warranty lifecycles, providing detailed warranty reports for both desktops and servers at the click of a button. It effortlessly integrates with professional services automation (PSA) and remote monitoring and management (RMM) tools, allowing for automatic synchronization of asset information while generating branded PDF reports that emphasize both lifecycle management and sales. The platform includes customizable device rules to highlight hardware that is nearing the end of its life, along with a unified dashboard that offers a pipeline view for both workstations and servers, as well as sales insights that aid MSPs in pinpointing and prioritizing devices that need attention or replacement. Users can set it up in less than ten minutes, enabling clients to effectively evaluate the health of their assets and their procurement needs through visual audits and tailored replacement suggestions. Designed to rival ScalePad Lifecycle Manager, Warranty Wizard not only streamlines asset management but also fosters vendor integrations, enhancing proactive service delivery and creating new revenue prospects, all within a user-friendly, one-click reporting framework. This platform ultimately empowers MSPs by facilitating better decision-making through its intuitive features and comprehensive reporting capabilities.

HappySat is a feedback collection platform designed specifically for Managed Service Providers (MSPs), effectively simplifying the process of conducting both Customer Satisfaction (CSAT) and Net Promoter Score (NPS) surveys through seamless integration with Professional Services Automation (PSA) tools. The system utilizes a four-smiley-face scale to gather client feedback for everyday tasks, projects, and onboarding processes, while NPS surveys assess overall client satisfaction levels. With real-time reporting and notifications, MSPs can easily celebrate achievements and quickly respond to any negative feedback received. The platform features an embedded survey option that integrates smoothly with leading PSA systems like ConnectWise, Autotask, Kaseya BMS, Halo PSA, Syncro, and RepairShopr, ensuring a rapid setup process and centralizing feedback management within current workflows. HappySat can be employed either as a standalone solution or as part of Invarosoft’s Stack Saver bundles, providing a comprehensive tool for collecting and analyzing client feedback in one convenient platform. Furthermore, this versatility enhances the ability of MSPs to improve their services continually based on the insights gained from client responses.

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.

TurboDocx is an innovative platform that leverages artificial intelligence to streamline document automation and templating, allowing businesses to swiftly produce, tailor, and oversee professional documents and presentations through the use of reusable templates, centralized content, and smart automation features. Users can effortlessly extract data from various sources, including customer relationship management systems, meeting notes, and project management tools, to fill templates with precise and current information, thereby minimizing manual data entry and mitigating the risk of errors. The platform accommodates both AI-driven and manual processes, giving users the flexibility to auto-fill fields, create personalized content sections, and modify tone and style, or compile documents by selecting approved materials from a communal knowledge base to maintain brand coherence. With seamless integration into applications like Microsoft Word, PowerPoint, Google Docs, and various cloud storage solutions, teams can operate within their preferred environments while benefiting from automated document creation, making the overall process more efficient and organized. This adaptability not only enhances productivity but also fosters collaboration among team members.

NPS Software for your business. Start collecting customer feedback by sending a simple Net Promoter Score® survey. Our automated survey platform will help increase response rates, collect actionable customer feedback, and maximize business growth. Multiple campaigns can be run to survey different audiences based on predefined schedules or events that were triggered in another application. You can combine email and in-app templates to reach customers on the channels that are most likely to respond to your surveys. You can personalize the survey templates' design and language and create a follow-up question that is based on the feedback. You can increase your response rate by using your domain and A/B testing subject lines. Also, have your audience verified for deliverability. Keep track of all the surveys sent to your audience. Workflows allow you to automate different processes and create unique scenarios.

Field Nation connects businesses to a nationwide network IT professionals for on-site work. Field Nation connects companies and technicians to complete over 1.4MM work orders each year with a 98% success ratio across all U.S. ZIP codes. Our techs have experience working with major chains across the U.S. installing, troubleshooting and repairing the equipment that your customers depend on. This is more than a platform. It's a partnership. Our team will ensure that the talent you choose produces results you are proud of. We are only satisfied when we are. Don't believe everything we say. Your peers can give you business ratings that help you evaluate technicians' work history, experience, and performance for the job you need. You can bridge service gaps by selecting pros who are good in the field and building A-teams with trusted talent. A custom profile will help you market your expertise and make you stand out.

Your team of mobile professionals and telecommuters needs a fast, adaptable, dependable, and fully secure method to access your internal enterprise applications, information, and network resources. They require this capability from any location around the globe, at any hour, and through any compatible device. The Barracuda SSL VPN offers the necessary security and connectivity to facilitate this access, whether through a web browser or virtually any mobile platform. It simplifies the process for remote users who wish to reach internal applications and documents. Unlike conventional VPN solutions, the Barracuda SSL VPN does not necessitate extra client software or complex configurations. Users can log in from home or on the go with just a web browser and an Internet connection. Once logged in, they are greeted with a portal showcasing internal web applications or file shares. Additionally, more sophisticated applications, such as Remote Desktop Services or Citrix XenApp, are accessible for users with Java-enabled devices, ensuring comprehensive support for diverse workflows. This seamless experience empowers remote teams to operate efficiently and securely, regardless of their location.

ITQuoter is a complete quoting system that can handle anything from a simple one line quote, to more complex bids and professional proposals. The system includes electronic sign-off and online payments at no additional cost. ITQuoter manages all aspects of the sales process, including quoting, orders and purchasing.

VARStreet’s InstaQuote sales quoting solution is designed for businesses of all sizes, from a small VARs to large enterprises. It is simple enough to serve the requirements of a small business yet feature-rich to handle complex processes of large enterprise resellers. You can start really small based on your need and scale as your need grows. Qquoting application comes with a variety of pre-designed quote templates that can be customized, you can also create your own templates. Please let our support team know about your template needs and they will take care of it. It includes our powerful quoting module along with a FREE CRM, integration with 45+ IT and office supply distributors, and a full procurement module to process orders. You will always have the option to add an eCommerce store and move to a full VARStreet subscription from Instaquote.

VARStreet XC is a cloud-based business management platform. VARStreet XC E-Commerce platform is a responsive, scalable, and flexible application designed for VARS, distributors, and MSPs of all sizes. The platform is integrated with popular payment gateways and shipment carriers. Get unlimited custom pages; Configure Pricing, Catalog, Payment Methods, and Shipment methods based on Logins. Get powerful end-user reporting and a powerful dashboard for every customer. Has a powerful search engine, supports Advanced Search and multiple currencies on the store.

Key Account Management and Advisory Platform that supports both the customer and IT provider. vCIOToolbox assists MSP's to identify technology gaps and meet the requirements of small and large businesses. This will allow you to stay ahead of cyber threats, bad actors, and cyber threats. MSP's, MSSP's, and other service providers can use our consistent, repeatable, and easy process to ensure that their customers have the right technology and that it is aligned with their business goals. Cybersecurity is complex and new threats are constantly emerging. While tools can provide protection, that is only one part of the story. Customers need a Cybersecurity Sherpa. With our GRC tools MSPs and MSSPs can conduct assessments or launch a Compliance as a Service Program to help mitigate risk. This will increase revenue for the provider. You can monitor the satisfaction and performance of your services with those who matter.

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.

Active Directory serves as a centralized repository for information regarding various objects within a network, facilitating easy access and management for both administrators and users. It employs a structured data storage approach, which underpins a logical and hierarchical arrangement of directory information. This repository, referred to as the directory, holds details about various Active Directory entities, which commonly include shared resources like servers, volumes, printers, as well as user and computer accounts on the network. For a deeper understanding of the Active Directory data repository, one can refer to the section on Directory data store. Security measures are seamlessly integrated with Active Directory, encompassing logon authentication and the control of access to directory objects. Through a single network logon, administrators are empowered to oversee directory information and organizational structures across the entire network, while authorized users can readily access resources from any location within the network. Additionally, policy-based administration simplifies the management process, making it more efficient even for the most intricate network configurations. This framework not only enhances security but also streamlines resource management, making network operations more effective.

Introducing the ultimate versatile solution for managing Knowledge Bases, Documents, Passwords, and Configurations, whether hosted on our cloud or yours! Clients enjoy seamless access to their documentation both online and offline. This platform is not only favored by Managed Service Providers (MSPs) but also relied upon by IT departments globally. Currently, over 2,500 paying users actively utilize the IT Portal, excluding numerous instances that permit unlimited users. Our cloud services span various regions, including the United States, Canada, the United Kingdom, the European Union, and Australia, while also providing the option to deploy in your own private cloud. As IT teams expand, they often find themselves overwhelmed by disorganized file shares and cumbersome Excel password lists. This solution offers a secure and structured environment that facilitates efficient information access and sharing related to IT infrastructure. The IT Portal effectively minimizes downtime, enhances accountability in documentation, and assures managers and IT professionals of a reliable system. With its robust features, the IT Portal is built to accommodate the evolving needs of growing IT teams, ensuring they stay ahead in an increasingly complex landscape.

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.

Minimize downtime and safeguard your clients' data while reducing expenses. Acronis Cyber Protect Cloud stands out as the sole solution that seamlessly combines cybersecurity, data protection, and management, ensuring the safety of endpoints, systems, and data. This integrated approach simplifies processes, enabling service providers to offer superior protection to their customers at a more affordable price. With cutting-edge cybersecurity measures in place, it features an advanced AI-driven behavioral detection engine designed to thwart zero-day attacks. Additionally, it guarantees dependable backup and recovery options, offering both full-image and file-level backups, as well as disaster recovery solutions and metadata collection for security forensics. The platform is tailored for managed service providers (MSPs), incorporating protection management features such as URL filtering, vulnerability assessments, and patch management to enhance control. In contrast, the conventional array of endpoint protection products suffers from a lack of integration, resulting in greater time demands for management, including tasks like maintaining licenses, installing updates and patches, verifying compatibility following updates, and juggling multiple policies across various user interfaces. By choosing Acronis, service providers can streamline their operations and improve their overall service quality.

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.

Our distinctive multi-factor authentication (MFA) system not only minimizes the chances of network outages and data breaches due to lost or compromised credentials, but it also provides this crucial functionality entirely from the Cloud, ensuring effortless setup and management. AuthPoint transcends conventional 2-Factor Authentication (2FA) by exploring creative methods to reliably verify users, and our extensive network of third-party integrations enables you to implement MFA for safeguarding access. In essence, WatchGuard AuthPoint presents an optimal solution at a pivotal moment, making MFA attainable for businesses that urgently require it to thwart potential attacks. The system incorporates a push notification, QR code, or one-time password (OTP) as an extra verification step to confirm your identity, while our mobile device DNA technology aligns with the authorized user's phone when granting access to various systems and applications. Consequently, any malicious actor attempting to replicate a user's device in order to infiltrate a secured system would face an insurmountable barrier. This comprehensive approach not only secures sensitive information but also enhances overall organizational security protocols.

Managing security consistently across various organizations, ranging from distributed enterprises with multiple branch offices to small and midsize businesses (SMBs) with remote employees, can be quite challenging. For both SMBs and distributed enterprises, it is essential to maintain visibility into network and endpoint event data while also being able to efficiently utilize actionable insights to mitigate threats. The integration of ThreatSync, a vital element of Threat Detection and Response (TDR), plays a key role by gathering event data from the WatchGuard Firebox, Host Sensor, and advanced threat intelligence sources. This data is analyzed through a proprietary algorithm that assigns an in-depth threat score and rank, allowing organizations to prioritize their responses effectively. With its robust correlation engine, ThreatSync facilitates cloud-based threat prioritization, thereby equipping IT teams to address threats swiftly and with confidence. Ultimately, this system collects and correlates threat event data from both the Firebox and Host Sensor, enhancing the overall security posture of the organization.

PST files serve as personal email archives for many users, often resulting in their widespread distribution across various devices and network storage, which complicates their discovery and management. With advancements in Microsoft Exchange and Office 365, users are now less reliant on local PST file storage. Nevertheless, the legacy PST files still house vital information that requires proper management to regain control. Barracuda PST Enterprise has been specifically developed to tackle this issue effectively. Organizations may find themselves with vast amounts of data trapped within PST files on user devices and network servers, leading to concerns about reliability due to frequent corruption and loss of these files. The financial implications related to the storage, security, and management of these sizeable files are considerable, impacting both system resources and IT administrative tasks. As such, addressing these challenges is critical for ensuring efficient data management and reducing operational costs.

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.

OpenText Core MDR (Managed Detection and Response) gives organizations access to 24/7 cybersecurity expertise without the burden of hiring and retaining an in-house team. The platform continuously monitors networks, endpoints, and systems to detect suspicious activity and reduce the likelihood of a breach. By leveraging advanced analytics, threat intelligence, and human-led investigation, MDR ensures that threats are identified early and remediated quickly. IT teams maintain full visibility into alerts and incidents while relying on OpenText’s SOC analysts for deeper insights and coordinated response. The solution integrates easily with existing security tools, reducing operational complexity and consolidating threat data into a single view. Its expert-driven threat hunting helps uncover hidden risks that automated solutions alone may miss. Organizations gain stronger defenses, faster response times, and better alignment with compliance expectations. Ultimately, OpenText Core MDR helps businesses stay resilient in an evolving threat landscape.

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.

Utilizing API integrations from your current tools, ensure that your controls are properly implemented and operational across all cyber assets. Our diverse clientele spans various sectors, including legal, finance, non-profits, and retail. Many prominent organizations rely on us to identify and safeguard their critical cyber resources. By connecting to your existing frameworks through API, you can establish a precise inventory of devices. In the event of issues, the workflow automation engine can initiate actions via a webhook, streamlining your response. ThreatAware offers an insightful overview of the health of your security controls in a user-friendly layout. Achieve a comprehensive perspective on the health of your security controls, no matter how many you are monitoring. Data generated from any device field enables you to efficiently categorize your cyber assets for both monitoring and configuration tasks. When your monitoring systems accurately reflect your real-time environment, every notification is significant, ensuring that you stay ahead of potential threats. This heightened awareness allows for proactive security measures and a stronger defense posture.

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.