ConnectBooster Integrations

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 70% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

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.

Datagate is a SaaS and telecom billing solution for MSPs who sell UCaaS VoIP, mobile voice & data services. Datagate can be integrated with many popular software systems used by MSPs, including ConnectWise Manage and QuickBooks. Datagate & partners can handle all your telecom tax & compliance needs.

Kaseya Business Management Solution is the most feature-rich solution specifically designed for Managed Service Providers. Kaseya BMS helps MSPs focus on selling and delivering their services, rather than on non-revenue-generating tasks. The platform supports project management, time and expense tracking as well as finance and billing. It also includes inventory, service desk, CRM, and finance. You can easily create, manage, and resolve all service requests and tickets. Reduce the number and time it takes to resolve IT issues. It is about one-third the cost of comparable solutions. VSA integration allows you to spend less time on billing and tracking to increase your business opportunities. You can resolve tickets up to 40% faster. Your technicians can work seamlessly across tools and have access to the right information whenever they need it.

Xero is an award winning online accounting and bookkeeping platform for small businesses. Xero is a simple platform that allows businesses to manage their finances easily. It includes invoicing, inventory management, bank connections, payroll, reporting, and much more. Xero offers 24/7 online support for users.

Sage Intacct, a cloud financial management software that is highly rated for growing businesses of medium size, is Sage Intacct. It offers powerful automation and innovative technology to help businesses scale. Sage Intacct includes all core accounting applications including general ledger and accounts payable, accounts receivable, order management, cash management, and order management. It also features built-in reporting and dashboards. These include time and expense management as well as project accounting and revenue management.

Dynamics GP is a business management tool for small and medium-sized companies that provides more than just accounting software. It gives you greater control over your finances, inventory, and operations. You can get up and running quickly using a flexible, configurable and adaptable solution that will grow with your business. Manage your assets, cash, and banking. Manage your production, inventory and orders. Manage your contacts, sales opportunities, service contracts, and other information. With the help of complete employee profiles, evaluation tools, and payroll software, you can hire, train, and then pay your team. You can track performance and make informed decisions with real-time analytics.

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

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.

Datto's Autotask Professional Services Automation is a cloud-based PSA platform that provides a single view of the entire business. It allows MSPs to centralize their business operations and make data-driven business decisions to improve service, productivity, and profitability. Autotask PSA allows MSPs manage all aspects of their business with maximum efficiency. It integrates all the essential tools needed to run a managed service business. Autotask PSA centralizes operations, provides instant understanding via customizable dashboards and widgets that allow you to make data-driven business decisions. Autotask PSA doesn't require any maintenance or testing. It has a proven track record of consistently delivering unmatched security and 99.99% uptime. PSA is the central hub of any MSP, providing a single view of the business and increasing efficiency by automating workflows.

Software for Customer Experience. Front-ending your PSA/ITSM tool with Apps, Bots and Forms, Approvals Sentiment Analysis, Push and Client Portal, will improve your CX, Productivity & Security, as well as your Security & Communication. You can customize your App for each client to increase customer satisfaction and NPS scores. It's the one pane of glass that customers love. ITSupportBot™ can reduce support tickets by as much as 10% Our embedded 'Self Service Bot' can stop unnecessary tickets and the 'Smart Engineer Bot’ to help you. Get the right ticket information first time to increase engineer productivity. Engineers are happier doing less admin. A unique selling proposition is a powerful tool that allows you to deliver an exceptional experience, beat the competition, and win more MRR contracts.

Get the tools and insights you need to streamline your company. All in QuickBooks Online Advanced With customizable, presentation-ready reports, you can get the insights that you need most. Sync your spreadsheets to get more precise business data and custom insights. * You can save time by importing and sending hundreds upon hundreds of expenses and invoices at once. In just a few clicks, you can enter and edit multiple bills or checks. We take security very seriously. We keep your financial information safe with encryption and security safeguards. You can customize how you work with the many seamless app integrations created just for QuickBooks Online Advanced. Advanced can be integrated with premium apps such as Bill.com, HubSpot and Salesforce to make it even more powerful.

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.

DD Tech allows you to access your ConnectWise or Autotask tickets from anywhere and on any device. You can customize your Service Catalog and create superior Custom Forms to provide quick and relevant support to your users. DD Chat allows you to stay in touch with your users and continue to provide excellent service. You can send templates emails that allow users to add notes to tickets or to start chats with your techs. DeskDirector can help you meet your MSP's needs, from sharing tickets with clients to creating dynamic service experiences - DeskDirector is able to do it all.