QuoteWerks Integrations

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

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.

Are you fed up with not having enough time, money and resources to grow your business. Rev.io PSA (formerly Tigerpaw One) is a great way to take your technology services company to the next level without having to hire staff. Are you fed up with multiple systems that don’t communicate with each other? You no longer need multiple resources to accomplish your goals. Rev.io PSA can help you automate your business and streamline your operations. Are you fed up with losing money due to poor asset tracking? You don't know what's on your shelves, trucks, warehouses, at your customers' offices, or on your trucks. Are you fed up with not being able to collect on all your billable hours? Your profitability is dependent on how well your techs do their jobs. Labor is one of the biggest expenses. You can instantly view their work log, efficiency rates and even a snapshot about their billable hours with a tap of the finger.

BrightGauge, a ConnectWise product, was created in 2011 to address a gap in the small-to medium IT Services industry. It provides a better way for clients to access data and manage work. BrightGauge Software lets you display all of your business metrics in one place using gauges, dashboards and client reports. BrightGauge is used by more than 1,800 businesses worldwide. It integrates with many popular business solutions such as ConnectWise and Continuum, Webroot. QuickBooks, Datto. IT Glue. Zendesk. Harvest. Smileback.

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

Keeping your business contacts and calendar secure and local is simple and affordable with DejaOffice CRM. This CRM is more cost-effective than cloud-based alternatives and can be used even if you're offline. Easy sync with Android and iPhone. Tons of features like mail merge, Outlook integration, project and deals management. For a one-time price you can manage your customer calls, appointments and follow-up tasks quickly and easily on your PC.

Amazon Elastic Compute Cloud (Amazon EC2) provides secure, resizable cloud computing capacity. It was designed to make cloud computing at web scale easier for developers. Amazon EC2's web service interface makes it easy to configure and obtain capacity with minimal effort. It gives you complete control over your computing resources and allows you to run on Amazon's proven computing environment.

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.

Excel recognizes your patterns and organizes your data to save time. Excel allows you to create spreadsheets quickly using templates or your own. You can also use modern formulas for calculations. You can present your data in new charts and graphs with sparklines, formatting, tables and tables. With just one click, you can easily create forecasts that predict trends. You can share your workbook with others, and you always have the most current version. This will help you get more work done. Office 365 allows you to work in Excel files from your mobile device, desktop, or web browser. Excel now allows you to add data directly from a photograph. The Excel app allows you to take a photo of a printed table on your Android/iPhone device and convert it into an editable Excel table. This new image recognition function eliminates the need for you to manually enter hardcopy data.

Gmail allows you to do more with your email. Gmail is now more secure, smarter, and easier to use. This will allow you to save time and do more with the inbox. You can see what's new and decide what you want. You will receive nudges reminding you to respond to messages and follow up on them. You can view attachments, RSVP for events, snooze messages, and much more without opening emails. Gmail blocks 99.9% dangerous emails before they reach your inbox. You'll be notified if we suspect that something is phishy.

Google Contacts is a free, secure, and accessible anywhere solution for address management and address book. It integrates with G Suite and Gmail.

AWS offers a wide range of services, including database storage, compute power, content delivery, and other functionality. This allows you to build complex applications with greater flexibility, scalability, and reliability. Amazon Web Services (AWS), the world's largest and most widely used cloud platform, offers over 175 fully featured services from more than 150 data centers worldwide. AWS is used by millions of customers, including the fastest-growing startups, large enterprises, and top government agencies, to reduce costs, be more agile, and innovate faster. AWS offers more services and features than any other cloud provider, including infrastructure technologies such as storage and databases, and emerging technologies such as machine learning, artificial intelligence, data lakes, analytics, and the Internet of Things. It is now easier, cheaper, and faster to move your existing apps to the cloud.

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

GoldMine eliminates the headaches associated with many CRM platforms. Our interface is so familiar that your employees will feel at home. You will spend less time training and more time doing. Your CRM System is not something you should "rent". Instead, OWN it and save BIG. Many companies save up 70%. It's yours forever with one simple payment You can take control, save money, and have the assurance that you will never be "shut off". CRM is even more powerful when it is combined with other powerful apps. With one login, you can have universal access to the cloud option. Here are some of the most popular Add-On apps. It's your data, and you must protect it. We get that. We have partnered up with top hosting providers that can back up your data, protect it against intrusion, and comply with certain data storage practices.

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 50% 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.

Microsoft Azure is a cloud computing platform that allows you to quickly develop, test and manage applications. Azure. Invent with purpose. With more than 100 services, you can turn ideas into solutions. Microsoft continues to innovate to support your development today and your product visions tomorrow. Open source and support for all languages, frameworks and languages allow you to build what you want and deploy wherever you want. We can meet you at the edge, on-premises, or in the cloud. Services for hybrid cloud enable you to integrate and manage your environments. Secure your environment from the ground up with proactive compliance and support from experts. This is a trusted service for startups, governments, and enterprises. With the numbers to prove it, the cloud you can trust.

Sage 50 simplifies your business life. Spend less time on administrative tasks, worrying about your finances or compliance. Our solution allows you to use fewer products. Secure remote access to company data, analytics and business contacts, customer records as well as critical documents and key tasks allows you to work how you choose, when you wish. Microsoft 365 integration gives you access to essential apps like MileIQ, One Drive and SharePoint, Teams, CRM and Sage 50 financials from any device and any location. This includes Microsoft Office basics like Outlook, Word and Excel. Outlook Connector saves you time and helps organize your business. It automatically syncs Microsoft Outlook contacts with Sage50 contacts. Access customer information such as credit limits, contact information and order history quickly and easily. Sage Intelligence powered Microsoft Excel and Power BI provides meaningful insights into business data.

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

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.

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.

On-Premise PSA Software that is affordable for small to mid-sized IT Service Providers and MSPs. RangerMSP makes it easy to manage your IT services business. You should be focusing on customer service, winning more customers and growing your business. RangerMSP is easy to use. Installation is fast and you can get up and running in no time! It requires very little training. It will amaze you how quickly it can help you keep track of everything and stay on top. RangerMSP automates IT service businesses and managed service providers since 2004. It has evolved based upon actual user feedback. This is how we have made the software exactly what you want. All data is stored on your server, on-premise or in the cloud. You can set the security level and have direct access to the database for external reporting. The database is available and your data is yours. You can keep it forever.

Kaseya VSA (Virtual Service Agent) is a next-generation remote management and monitoring (RMM) software designed for Managed Service Providers and IT enterprises. VSA gives users access to powerful remote control, patch management, monitoring, security tools, and reliable discovery. This helps to increase IT staff productivity, service reliability and system security. Unified IT Management solutions can transform your business and deliver better service. Kaseya's IT Management software increases efficiency of IT teams by providing seamless workflows across all tools. This results in improved service delivery and increased business productivity. See for yourself why thousands use Kaseya VSA IT Management software. You should be able deliver more value at lower service delivery costs. Kaseya VSA gives IT departments the tools they need to manage their systems from one platform.

Are you looking to find an alerting solution that can help you identify what's going on in your business? Is your stock level exceedingly low, have you placed a large order, or are you nearing your credit limit? Codeless Platforms' Alerting Software solution eliminates the need to rely on employees to monitor and report potential issues. It adds advanced business monitoring and alerting capabilities for all your business applications. Adding real-time business alerting capabilities to all of your applications will increase employee performance and reduce company financial risk. Notifications and Alerts allows you to send SMS and email messages 24 hours a day, 365 days a calendar. Easy-to-use editor allows you to create HTML and plain text notifications or alerts. No coding required. Notifications and alerts can be sent via multiple channels, including email, SMS, or compatible messenger APIs.

Datto RMM, a cloud-based remote monitoring platform and management platform that provides MSPs with the ability to secure and reliably manage customers' IT infrastructures, is reliable, modern and reliable. It was designed to reduce complexity, costs, risks, and risk. It includes powerful automation tools and monitoring tools like ransomware detection, patch management and remote control takeover. This allows MSPs to prevent IT problems, respond quickly to incidents, and provide better service to customers. All-in-one, reliable cloud backup and disaster recovery that is image-based. Cloud-to-cloud backup, fast recovery of critical data in Microsoft 365 or G Suite applications. Support for Windows and Mac allows for fast file and folder backups and restores. Secure file sync and sharing with a centrally managed, secure collaboration system. Servers can be quickly and reliably restored using an image-based, all in one business continuity and disaster recovery solution.

Drag and drop technology allows you to automate and integrate. BPA Platform allows you to automate business processes and integrate systems quickly and easily. The innovative drag-and-drop technology makes it easy to automate processes and integrate business systems quickly and easily. This will help your business reach its full potential with minimal effort. Your business will give employees the tools they need to focus on the important tasks. Reduce repetitive administrative work and save your company money. To improve company performance and ROI, you need to set strategic business goals and improve decision-making. To reduce financial risk, eliminate human error and enforce company procedures. You can automatically send SMS and email notifications 24/7, 365 days per year using the Notifications & Alerts feature. Notifications and alerts can be sent via multiple channels, including email, SMS and compatible messenger APIs.

Automate getting paid, invoice to collection. Say goodbye to tedious accounting tasks, stressful collection calls, and an A/R that won't stop. Say hello to effortless cash flow. If you're like many service providers, you offer great value to your clients but they don't always pay on time. This means that your revenue is trapped in aging accounts receivables, making it difficult to invest back into your business' growth. It doesn't have this to be. ConnectBooster is a scalable solution to improve your cash flow. ConnectBooster is trusted by thousands of service providers, allowing them to get paid on-time, every time, and saving time. Are you next? ConnectBooster allows you to save anywhere from 8-20 hours per year on billing-related tasks by syncing two-way data between your tools and a suite payment automations. ConnectBooster was the first to save time and reduce the time it takes for service businesses to be paid by clients.

Datto Workplace offers enterprise-grade file sync and shared to managed service providers without compromising security or efficiency. Datto Workplace is a business-oriented collaboration platform that allows clients to share files from any device. One, simple, and scalable solution that can be used for all roles, from sales technicians to executives. You can customize settings to meet your business's needs and simplify implementation. MSPs can schedule reports on system activity, monitor usage, and perform auditing on-demand. By leveraging integrations with core business tools like Microsoft, G Suite and Active Directory, workplace users can securely collaborate from any device. Clients can work securely with Datto Workplace, which boasts a 99.99% uptime and HIPAA, GDPR and SOC 2 compliance. Datto Workplace offers the security, mobility and control that businesses require.

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.

Wise-Pay is your must-have payment solution. Wise-Pay is the ultimate add-on that will reduce your cash gap. It provides integrated payment automation across the largest payment providers around the world, so you won't have to chase payments again. Every time you deal with an invoice, you lose money. Wise-Pay automatically reconciles invoice payments within your accounting platform and creates client invoices for credit cards surcharge payments, overpayments, and pre-payments. Wise-Pay removes all the barriers that keep you from accessing many platforms. It makes it easy and fast for your customers to pay you. Some integrations are: ConnectWise Customer Portal. CW Sell. Invarosoft IT Support Panel. Desk Director. QuoteWerks. CloudRadial. iSell eCommerce Platform. You can say goodbye to repetitive tasks everywhere, from reconciling accounts to banking checks.