ConnectWise Automate Integrations

Guardz is the unified cybersecurity platform purpose-built for MSPs. We consolidate the essential security controls, including identities, endpoints, email, awareness, and more, into one AI-native framework designed for operational efficiency. Our identity-centric approach connects the dots across vectors, reducing the gaps that siloed tools leave behind so MSPs can respond to user risk in real time. With 24/7 AI + human-led MDR, Guardz utilizes agentic AI to triage at machine speed while expert analysts validate, mitigate, and guide response, giving MSPs scalable protection without adding headcount.

Control D is a customizable DNS filtering and traffic redirection platform that leverages Secure DNS protocols like DNS-over-HTTPS, DNS-over-TLS and DNS-over-QUIC, with support for Legacy DNS. With Control D you can: block malicious threats, block unwanted types of content network wide (ads & trackers, IoT telemetry, adult content, socials, and more), redirect traffic using transparent proxies and gain visibility on network events and usage patterns, with client level granularity. Think of it as your personal Authoritative DNS resolver for the entire Internet that gives you granular control over what domains get resolved, redirected or blocked.

Auvik Network Management is a network management and monitoring software designed to empower IT professionals with deep visibility, automation, and control over their network infrastructure. This innovative platform is trusted by businesses of all sizes to streamline network operations, enhance security, and optimize performance. One of Auvik's standout features is its real-time network mapping and discovery capabilities. It automatically generates interactive, visual maps of your network topology, allowing you to easily identify devices, connections, and potential bottlenecks. This invaluable insight helps in planning and optimizing network architecture for maximum efficiency.

Kixie: Smarter Calling & Texting for Revenue Teams Kixie is the AI-powered sales engagement platform that helps teams connect faster, close more deals, and scale effortlessly—all while keeping it personal. 🔥 Outbound Sales: Boost connection rates up to 400% with AI-powered Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Automate calls & texts for instant follow-ups and high-converting outreach—without the manual work. 📞 Inbound Sales & CS: Handle more calls with smart CRM-based routing, shared SMS inboxes, and instant auto-replies. 📊 RevOps & Leadership: Get AI-driven insights, real-time coaching tools, and advanced analytics to level up your team. 💥 Supercharge your sales team today! Visit our website to get started for free, no credit card required.

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.

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.

ConnectWise Control (formerly ConnectWise Control) is a remote-support solution for Managed Service Providers, Value Added Resells, internal IT teams and managed security providers. ConnectWise ScreenConnect is a fast, reliable, secure and easy-to-use remote support solution that helps businesses resolve customer issues faster, from anywhere. The platform offers remote support, remote meeting, remote access and customization. It also integrates with leading business software. Raising the bar on remote support will reduce downtime for customers. Give technicians the ability for superior service by providing reliable, direct connections that allow them to access desktops and mobile devices when needed. Remote desktop and mobile support solutions that are flexible, fast, and secure for every industry. Not sure which version to choose? We'll help you choose the right version for your needs. No credit card needed for the 14-day free trial.

N-able™, Passportal™, provides simple, yet secure password management and documentation management that is tailored to the needs of MSPs and ITSPs. The platform is cloud-based, offering channel partners automated password protection. It makes it easy to store, manage, and retrieve passwords and client information from any connected device. N-able™, Passportal™, also offers value-added services products such as Documentation Manager™, Site™, and Blink™. These products promote compliance with industry regulations, protect businesses against data breaches, cybersecurity threats and network vulnerabilities.

VoIPco offers a wide variety of services and a rich selection of features to enhance your business's telecom experience. VoIPco allows businesses to upgrade their business phone system and achieve a Return on Investment in 6-12 months. You can access your telecom services from any device on your IT network, including desktop phones, mobile phones, and computers. Unified Communications (UC), is the seamless integration voice, video, chat and contact center/IVR apps. This technology can dramatically improve your communication and business productivity. Our software and services allow you to access your account, and seamlessly integrate our high-value cloud communications services.

This EDR solution will help you uncover the hidden potential in your network. This tool uses ESET's multilayered Endpoint Protection Platform to detect and respond to endpoints. All layers send relevant information to ESET Enterprise Inspector which analyzes large amounts of real-time data from endpoints. It can quickly identify and fix any security problem in the network. ESET Enterprise Inspector offers a unique reputation-based detection system that is transparent to security teams. To allow fine-tuning, all rules can be easily edited via XML. You can create new rules to meet the specific needs of your enterprise environment, including SIEM integrations. ESET's endpoint response and detection tool makes it easy to suppress false alarms. You can adjust the sensitivity of detection rules according to different computer groups or users. Combine criteria such as file name/path/hash/command line/signer to fine-tune the trigger conditions.

Acronis Cyber Protect gives you the peace of mind to know your business is covered, with zero-day malware and ransomware protection, backup and forensic investigations. Cyberthreats are evolving at an incredible rate — and simple data backup and cybersecurity tools are no longer enough to contain them. Acronis’ all-in-one cyber protection solutions combine cybersecurity, data backup, disaster recovery, and more to ensure the integrity of the data and systems you rely on. If you’re like other businesses, you probably use a complex patchwork of solutions to defend against data loss and other cyberthreats — but this approach is tough to manage and leads to security gaps. Acronis’ integrated cyber protection solutions safeguard entire workloads with greater efficiency and a fraction of the complexity, freeing up resources and enabling you to focus on protection and enablement rather than juggling tools. Protect entire workloads without the friction. Getting started with Acronis' cyber protection solutions is simple and painless. Provision multiple systems with just a click, and manage everything — from backup policies to vulnerability assessments and patching — through a single pane of glass.

VM Backup is a virtual machine backup solution that supports Hyper-V and VMware environments. It is used by more than 40,000 businesses worldwide. The solution is designed for IT departments, resellers, consultants, and Managed Services Providers (MSPs). It provides robust, streamlined enterprise-level functionality. It is characterized by its ease of use, rapidity and affordability. You can reduce RTO and RPO to minutes with its WAN-optimized Replication (CDP). This allows you to drastically reduce the time that your virtual machines go down and the amount data lost in the event of a disaster. Virtual machine backup software with powerful features for HyperV and VMware.

IT performance monitoring does not just focus on monitoring CPU, memory, and network resources. eG Enterprise makes the user experience the center of your IT management and monitoring strategy. eG Enterprise allows you to measure the digital experience of your users and get deep visibility into the performance of the entire application delivery chain -- from code to user experiences to data center to cloud -- all from a single pane. You can also correlate performance across domains to pinpoint the root cause of problems proactively. eG Enterprise's machine learning and analytics capabilities enable IT teams to make smart decisions about right-sizing and optimizing for future growth. The result is happier users, increased productivity, improved IT efficiency, and tangible business ROI. eG Enterprise can be installed on-premise or as a SaaS service. Get a free trial of eG Enterprise today.

Hosted VoIP solution with European focus, but presence in more than 165+ countries. Premium Plus is the basis of all our solutions, so you get the best quality at the lowest price. All numbers can be used to identify you, including your Geographic, National, TollFree, UIFN, Mobile VoIP, Elastic Pool, and many other types of numbers. We also have a SoftPhone, and will soon launch other Roaming products.

ScalePad, previously known as Warranty Master, offers an automated solution for managing hardware, software, and warranty services efficiently. Join over 8,000 partners and streamline your asset lifecycle management while gaining essential insights that enhance both productivity and profitability. Are you in search of a straightforward method to access comprehensive insights on your hardware and software assets, including potential revenue opportunities, comparative asset information, and a detailed, sortable inventory list? Check out our video to discover how ScalePad simplifies the asset management process! Effortlessly gather crucial data from your integrations and manage both software and hardware simultaneously to reduce downtime. Our user-friendly reports are designed for clarity, benefiting both your team and clients, while fostering stronger relationships through honest and insightful information. With extensive connections to manufacturers like Dell, HP, and Lenovo, you can rely on ScalePad for real-time, accurate, and updated data that keeps you informed and ready to make strategic decisions. This innovative platform is designed to adapt to your needs, making it an invaluable tool for any organization looking to optimize asset management.

OnPage is an incident management system that integrates with a secure smartphone app. This allows response teams to get the most from their digital technology investments. OnPage's solid escalation features and on-call capabilities, as well as persistent notifications, ensure that critical alerts are not missed by IT and physician teams. OnPage is trusted by organizations to manage all their critical notifications, whether they are looking to minimize IT infrastructure downtime or reduce incident response times for healthcare providers. OnPage incident management improves critical communications in a variety of industries, including healthcare, IT support and manufacturing. OnPage's incident management platform ensures that critical notifications are received by the right people at the right time. You can track the status of each message with full-time-stamped audit trails.

Close more projects faster with the premier cloud-based project platform for integrators and facility designers. Track leads, estimate, and manage installations large and small. Connect to your vendors for updated dealer pricing. Present graceful, well-organized proposals that sell. Jetbuilt is the fast, intuitive and powerful AV project solution.

Founded in 2011, BrightGauge, a solution from ConnectWise, was created to address a crucial gap in the small to medium-sized IT services sector: the need for a more effective method of managing data and demonstrating the value of services provided to clients. The BrightGauge Software enables users to consolidate all vital business metrics into a single interface using gauges, dashboards, and client reports, enhancing visibility and comprehension. With over 1,800 companies globally using the platform, BrightGauge seamlessly integrates with well-known business applications such as ConnectWise, Continuum, Webroot, QuickBooks, Datto, IT Glue, Zendesk, Harvest, and Smileback, among others. Users can perform detailed analyses of their data by manipulating metrics through addition, subtraction, multiplication, and division, with BrightGauge automatically calculating these operations. Additionally, if you want to showcase your responsiveness to ticket inquiries, you can easily present your data with embeddable gauges on public websites, making it a powerful tool for attracting potential clients and demonstrating your capabilities. The software not only enhances data management but also helps build trust with clients by transparently displaying performance metrics.

OpenText Core Endpoint Protection provides real-time defense against today’s most common cyberattacks by combining behavioral analytics, machine learning, and global threat intelligence. It continuously monitors endpoint activity to detect anomalies, block malicious files, and stop ransomware before it spreads. With a cloud-native management console, security teams can enforce policies and oversee device health from any location, supporting both in-office and remote environments. Preconfigured templates and RMM integrations reduce administrative effort, helping IT teams respond faster without manual configuration. The platform streamlines regulatory compliance initiatives by automating security policy enforcement. When paired with OpenText Core EDR, organizations gain granular visibility, device isolation capabilities, and powerful investigation tools. End users remain protected without experiencing slowdowns or intrusive alerts. By reducing infections, improving response times, and ensuring security readiness, OpenText Core Endpoint Protection strengthens overall business continuity.

ITBoost is the comprehensive IT documentation software that consolidates everything you need in one platform. It simplifies the management of documentation, KPIs, and client feedback, making the process straightforward. Developed by ConnectWise, ITBoost features a dynamic dashboard that offers the most sophisticated documentation tools available, showcasing the critical metrics from your external systems. With ITBoost, you can effortlessly access all your MSP business applications, including PSAs and RMMs. This solution empowers you to manage your tasks efficiently, all from a single, user-friendly interface. Enjoy the convenience of having all your essential tools in one place for maximum productivity.

Cisco Umbrella offers robust defense mechanisms against various online threats, including malware, phishing, and ransomware. OpenDNS serves as a collection of consumer-oriented tools designed to enhance your internet experience by making it faster, safer, and more dependable. Through our extensive network of global data centers and strategic peering collaborations, we optimize internet routing, significantly speeding up access. With options for filtering and pre-set protections, families can shield themselves from inappropriate content and other risks. This service provides a straightforward method for implementing parental controls and content filtering across all devices in your household. Setting up OpenDNS in your home is quick and uncomplicated, with no advanced technical expertise required. Our user-friendly guides and comprehensive knowledge base ensure that installation is simple and efficient. The system effectively blocks over 7 million harmful domains and IP addresses while maintaining excellent performance levels. Additionally, it identifies more than 60,000 new malicious destinations, including domains, IPs, and URLs, on a daily basis. With an impressive capacity to handle over 620 billion DNS queries each day, our global network stands as a reliable guardian against online threats. This level of security and efficiency makes OpenDNS an essential tool for anyone looking to enhance their internet safety.

The Barracuda Cloud Archiving Service offers a secure, cloud-based solution for organizations to effectively meet stringent compliance standards and efficiently handle e-discovery requests. This service is particularly well-suited for integration with platforms like Office 365 and G Suite, utilizing the Barracuda Cloud to store data indefinitely, safeguarding it from alterations or deletions. By ensuring that users can access every message ever sent or received from any device, productivity among end users is significantly enhanced. Furthermore, the Barracuda Cloud Archiving Service seamlessly integrates with various email platforms, such as Office 365 and Exchange, to create a comprehensive cloud archive without necessitating any extra hardware or software on the customer’s end. With features like a versatile Outlook add-in, mobile applications for both iOS and Android, along with a specific web interface, users can easily retrieve and restore any message, even those deleted from the mail server, ensuring that no important communication is ever permanently lost. This comprehensive accessibility empowers organizations to maintain transparency and efficiency in their communication practices.

Experience a dependable and secure solution tailored for your online business needs. Everything necessary to kickstart your venture is at your fingertips. Enjoy a user-friendly control panel designed for effortless website management. Our team of seasoned support technicians is readily available to assist you. You'll also gain access to an extensive library filled with pre-configured web applications perfect for your site. By partnering with Sherweb, your trusted cloud ally, you’ll be amazed at the possibilities that lie ahead. Our comprehensive cloud management platform, designed to adapt to changing business demands, enables IT professionals to utilize flexible solutions backed by exceptional service from reliable experts. With a foundation rooted in cloud technology, IT professionals can rest assured knowing our continually growing selection of innovative products has been carefully curated and vetted, featuring unique proprietary software you won’t find elsewhere. We provide a robust and mature platform that allows you to balance time efficiency with cost savings seamlessly. Furthermore, you can automate and connect nearly any process by harnessing our state-of-the-art APIs, ensuring your operations are both efficient and effective. With Sherweb, the future of your online business is bright and full of potential.

As the number of remote employees continues to rise, the reliance on cloud applications grows, and cyber theft surges, organizations of all sizes must prioritize Secure Identity & Access Management. With Passly™ from ID Agent (a Kaseya company), IT departments can seamlessly and affordably grant appropriate access to authorized users, ensuring they can connect from the right devices and locations. This platform incorporates essential features like Secure Password Management, Single Sign-On, and Multi-Factor Authentication, which are vital in today's landscape where the risk of cyberattacks is at an all-time high. Considering that approximately 80% of data breaches stem from lost, weak, or stolen passwords, choosing a robust secure identity and access management solution is more important than ever. Passly stands out as a comprehensive and cost-effective option that promotes security, compliance, and operational efficiency. Additionally, its Shared Password Vaults empower technicians to securely manage and store credentials for business, personal, or shared accounts, all in a centralized and user-friendly interface. Organizations that invest in such solutions will be better equipped to protect their data and maintain trust with their clients.

Asio™ by ConnectWise® stands out as the premier platform tailored for leading IT solution providers. When you require advanced cloud technology that offers limitless scalability alongside exceptional speed and performance, Asio™ is your go-to choice. This innovative platform enables you to address the challenges posed by fragmented systems, tackling issues such as inefficiencies and repetitive tasks. Your organization will transform into a streamlined IT service provider, enhanced by our security-centric approach that elevates your business functions, enhances intelligent monitoring and automation, accelerates innovation, and so much more. Take command of both your operational processes and financial outcomes with Asio™. Boost your business capabilities with a suite of software designed for managed service providers, which includes tools for project management, automation of quotes and proposals, next-generation IT documentation, and real-time analytics. With this exceptional performance, these solutions empower you to navigate effectively on the path toward business excellence. Elevate your service delivery and enhance customer satisfaction with greater ease and efficiency, ensuring that your clients receive the best possible experience.

Explore automation tailored specifically for Managed Service Providers (MSPs) with Rewst, a Robotic Process Automation (RPA) platform designed to seamlessly integrate your existing tools without the need for coding or agents. With its user-friendly visual canvases, you can easily create flows that bridge gaps between tools, enhancing efficiency and reducing the need for additional personnel. As a well-structured MSP, you likely have established IT processes and documentation, yet you may find yourself trapped in a cycle of repetitive manual oversight. Instead of dedicating hours to monitor these processes, let Rewst take charge and automate them for you. The Robotic Operations Center (ROC) is at your disposal, allowing you to design personalized workflows while providing support to navigate any challenges during the automation journey. No matter if you require guidance on utilizing the platform, integrating new features, or kickstarting your workflows, the ROC is committed to helping you realize your automation goals. Each subscription includes ROC support, ensuring that your automation remains efficient and seamlessly connected, allowing you to focus on more strategic tasks. With Rewst, you can finally reclaim your time and optimize your operations like never before.

VIPRE Endpoint Protection offers robust defense against today’s sophisticated malware, providing ultimate protection without the unnecessary complexity found in other endpoint solutions. Designed to keep your total cost of ownership low, VIPRE combines advanced machine learning, real-time behavioral analysis, and a global threat intelligence network to deliver effective, proactive security. This cloud-based solution combines a modern, streamlined endpoint defense with time-saving efficiencies that help keep your organization running smoothly. VIPRE protects at the file, application, and network level, providing comprehensive malware defense across all attack vectors. It also allows organizations to enforce detailed internet usage policies with granular safeguards that meet employers’ duty-of-care responsibilities. Dynamic, real-time dashboards offer an intuitive, comprehensive view of your endpoint environment, making it easier to monitor security status and take action when needed. VIPRE Endpoint Protection helps safeguard your organization with less complexity and greater efficiency. Available as a core next-generation AV solution, a full EDR solution, or a combined EDR+MDR solution, we have a package that will work for you.

Site Manager delivers MSPs a robust, centralized multi-tenant console for managing Endpoint Security solutions, from NGAV to full EDR with MDR. It enables you to demonstrate your value by providing clients with fully managed endpoint threat detection, investigation, and remediation. Powered by accurate and efficient threat detection engines, Site Manager minimizes false positives, ensuring reliable protection without unnecessary disruptions. Deployment and management are designed to be seamless, offering the lowest total cost of ownership (TCO) in the industry. Automated processes and precise malware determinations save time and reduce the burden on your resources, allowing your team to focus on higher-value tasks. Additionally, simple monthly utility billing and detailed provider usage reports streamline your operations, making it easier to manage and scale your services. With Site Manager, you can elevate your offerings, improve efficiency, and deliver exceptional endpoint security to your clients with confidence.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

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.

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.

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.

Datto's Autotask Professional Services Automation (PSA) platform stands out as a robust and user-friendly cloud solution that offers a comprehensive overview of an entire business, empowering Managed Service Providers (MSPs) to streamline operations and leverage data insights for enhanced service quality, productivity, and profitability. This innovative PSA tool enables MSPs to optimize every facet of their operations, integrating essential resources necessary for managing a successful services business. With its centralized operations, Autotask PSA enhances understanding through highly customizable dashboards and widgets, facilitating informed decision-making based on real-time data. Additionally, the platform is designed for ease of use, eliminating the need for extensive testing, maintenance, or frequent updates, while boasting a remarkable 99.99% uptime and top-tier security features. Serving as a vital backbone for MSPs, the PSA acts as a single point of reference for business operations, driving efficiency by automating various workflows and processes. In doing so, it not only simplifies management tasks but also empowers MSPs to focus on delivering exceptional service to their clients.

Axonius gives IT and security teams the confidence to control complexity by providing a system of record for all digital infrastructure. With a comprehensive understanding of all assets including devices, identities, software, SaaS applications, vulnerabilities, security controls, and the context between them, customers are able to mitigate threats, navigate risk, decrease incident response time, automate action, and inform business-level strategy — all while eliminating manual, repetitive tasks.

BPA Platform iPaaS enables you to effortlessly connect applications, legacy systems, and web services, whether they’re in the cloud or on-premises, and then automate numerous business processes and tasks. An intuitive design and graphical user interface, a wealth of pre-built connectors and business process automation tools, BPA Platform reduces integration development times and brings all your data workflows together in one central location. As your business evolves and grows, you can scale and integrate new systems or applications as and when business requirements change, without extravagant costs. BPA Platform can be installed in the cloud (iPaaS) or on-premises. Compatible with most databases, including AWS and Microsoft Azure, for cloud and hybrid integration projects, it is rapid to install and configure, with the ability to easily scale. Automating business processes not only requires a solid understanding of data but a comprehensive knowledge of source or target applications. Codeless Platforms has accredited partner status with well-known ISVs, such as Access Group, Epicor, Microsoft, Sage, SAP and SYSPRO, along with industry specific applications and systems in a large number of economic regions. Through collaboration with ISVs and leading channel VARs, specialist features have been built into BPA Platform. This provides organisations with the ability to create solutions completely personalised to their internal applications and business operations.

Nextiva combines AI, automation, and omnichannel communication into a single platform that transforms customer experience. It empowers businesses to meet customers on their preferred channels—voice, SMS, email, chat, social, or video—while providing teams with a unified interface to manage interactions. The platform’s customer journey orchestration engine delivers real-time actionable insights, allowing companies to anticipate needs and automate key workflows. With AI-driven automation, organizations can increase self-service containment, reduce costs per interaction, and improve resolution rates. Nextiva is also designed to enhance workforce engagement with tools that prevent agent fatigue, streamline collaboration, and boost retention. Its open architecture and REST API foundation ensure scalability, security, and compliance, even in hybrid or regulated environments. Recognized by TrustRadius, G2, and Gartner, Nextiva has become a top choice for organizations seeking both innovation and reliability. By consolidating technology and reducing IT overhead, businesses maximize ROI while unlocking better customer outcomes.

The world's best IT documentation software will help you grow your business. We are proud to serve the best-performing MSPs in the world, with more than 300,000 users in 70+ different countries every day and numerous productivity and innovation awards. IT Glue is a documentation platform that is used by thousands of MSPs. It allows you to organize your clients' information in the most reliable and efficient way to service them. There are no degrees of separation. You can link related items together so that you have all the information you need. Secure your world with an immutable audit track and next-generation password management engine. All your documentation is linked and integrated.

Introducing a robust MSP IT Roadmap application specifically designed for vCIOs that enables the creation of precise 5-Year IT Roadmap plans for clients quickly and efficiently, leveraging real-time updates on warranty details, purchase dates, and end-of-life timelines. This tool enhances project planning, facilitates agreement modifications, and streamlines asset replacement processes while ensuring warranties are thoroughly tracked. Users can prepare quarterly reports for QBRs in significantly less time, allowing for proactive client budgeting with reliable forecasts for cloud services, hardware, software, and other IT solutions. Additionally, the app generates customizable reports, budgets, and summaries that can be tailored with distinct branding options such as colors and logos for a professional touch. To further enhance user experience, the application includes comprehensive help features that provide ease of navigation and continuous support, ensuring that vCIOs can deliver exceptional service to their clients. With these capabilities, the app not only simplifies the management of IT assets but also empowers clients to make informed decisions about their IT investments.

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.

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.

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.

Experts provide a truly unlimited service desk. All-inclusive cloud platform that connects your entire organization. It is designed to streamline workflows. Transform old ways of working into modern, intuitive workflows that empower teams to provide excellent service to customers. Standardize your processes and gain valuable insights to align IT with the business needs. You can make your business more cost-effective by having unlimited assets, customers, customers, reports and mailboxes. All modules are included as standard so you can scale your business efficiently. Halo Service Desk is trusted by customers from many sectors worldwide. We have 25 years of industry experience and work with our clients to make it a success. Halo Service Desk is an all-inclusive platform that streamlines your workflows. It's easy to customize and use.

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.

Safeguard everything with Axcient x360, the solution that consolidates multiple vendor services into a singular platform for MSPs seeking robust business availability. For years, managed service providers have juggled various vendors, but Axcient x360 simplifies this complexity by offering a unified experience designed specifically for client data protection. With the Axcient x360 portal, MSPs gain access to a comprehensive dashboard that facilitates management of BCDR, Cloud to Cloud Backup, and Secure Sync & Share, all from one location. The platform enhances efficiency with support for Single Sign-On (SSO), Multi-Factor Authentication (MFA), and multi-tenant management, ultimately boosting MSP productivity while lowering the total cost of managed services (TCOMS). Axcient x360 empowers MSPs to safeguard every aspect of their operations—ensuring business continuity, cloud backup, and secure sharing—through a streamlined interface. In addition, this solution equips MSPs with the industry's most secure backup and disaster recovery technology stack, demonstrating Axcient's commitment to providing a proven suite for business availability. By integrating these essential features, Axcient x360 not only protects client data but also strengthens the overall service offering of managed service providers.

We hold the view that the contemporary IT landscape has become overly intricate, disjointed, and costly. Netreo offers unparalleled network monitoring, analytical, and intelligence solutions in a user-friendly and low-maintenance format. The significance of great design diminishes if it is not embraced by users; thus, true excellence is defined by how well a product is utilized. Our goal is to enhance engagement, drive adoption, and ensure complete utilization of our tools. We achieve this by strategically packaging and pricing our offerings for easy access, engaging with our customers to align with their usage patterns, and continuously refining our products based on their feedback. This iterative process is aimed at establishing ourselves as an essential part of their operations. In today's environment, IT teams face the daunting task of incorporating new technologies into their existing systems while managing their longstanding legacy requirements. The complexity and diversity of business technology stacks have reached unprecedented levels, making them harder to oversee than ever before, which is why we remain committed to simplifying the experience for our clients.

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.

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.