ConnectWise PSA

Requirements: ConnectWise v2016.5 required.

Features:

• Keep ConnectWise as your system of record with our real-time API integration. We sync companies, contacts, invoices, products, and agreements into dashboards that allow you to make strategic decisions.

• Automatically get insight into how your team is engaged with your clients, no more do you have to manually track your activities with our integration with Microsoft 365 and ConnectWise.

• Understand what your customers have bought and what they’re missing in our real-time whitespace reports. Use this report to identify opportunities and push them back into CW at a click of a button.

• Establish structure in your next sales strategy meeting, develop expectations of engagement with your key clients and put together a targeted campaign based on where the biggest opportunity is.