Wise-Pay 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.

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.

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.

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.

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.

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.