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Product Overview

1stream represents the most powerful, voice platform integration available to the ConnectWise Manage ecosystem. 1stream is developed exclusively for the channel by bvoip. 1stream is designed to streamline engagement between sales, service, and operations by integrating and automating key communications data directly into ConnectWise Manage. 1stream’s primary purpose is to enhance key customer interactions while greatly expediting the tedious tracking process.

Background:

Let’s face it, prospects and customers will always call into your companies for anything: from a printer jam to critical error messages on their screen to inquiries on pricing and more. 1stream has bridged the gap between your phone system and the ConnectWise Manage to streamline the documentation trail, automate tasks, and get you onto the next thing rapidly. This saves you time which in turn saves you money! This integration will also make sure that events make it into “the system” because “If it’s not in ConnectWise then it didn’t happen.”

General Benefits:

  • CTI that natively integrates with over 80 of the most commonly found On-Prem and Cloud Phone systems 
  • Instantly scales across your entire sales, support, and back office teams.
  • Up and running in hours or days - not months.
  • Built with modern API first technology.

Speed Up Your Sales, Support, and Customer Service Teams

You’re not a robot so stop logging your calls like one! 1stream puts an end to the chore. Each call made on your Phone will be logged into ConnectWise Manage automatically as a "Call". Each call record will include information such as the duration, who made the call, which leads/contacts/companies/opportunities/and tickets are related, and any user entered call notes.


Make More Calls

Our click to dial works on any webpage whether you’re on a detail or list view in ConnectWise Manage, your inbox, or in spreadsheet. If there’s a phone number, you can click it. While it’s ringing, productively review your history or if they're not already in the CRM add them with ease by creating a new lead/contact/company in ConnectWise Manage right from the popup!

Start recognizing your callers

Start each call off with context. No more: “What’d you say your name is?”, “What company are you with?”, or “Where’d we leave off?”. The 1stream popup will load relevant information from ConnectWise Manage such as who it is, your previous activities (calls, emails, notes, etc).

Better Follow Ups

Always know the next step by keeping yourself and colleagues in the loop. With our intelligent note box, you can make following up and collaborating incredibly easy. Typing something like "Follow up next week" will create a new "Task" in ConnectWise Manage. You can even @mention one of your users that were imported from ConnectWise Manage, and 1stream will automatically create an event for you and anyone included in the note.

Call Analytics

1stream automatically syncs your team's call activity into ConnectWise Manage, ensuring that data entry into your ConnectWise Manage is maximized across your team when it is time to generate high value reports; you have all of the pieces to the picture. All data is stored within ConnectWise Manage so that actionable insights can be gained.

More Features

  • 1stream is not your typical CTI solution. It boasts an innovative feature set your users will love.
  • All Calls are Logged 100% Automatically. No need to be logged into ConnectWise Manage or even have your computer on.
  • Add Sales Gamification to ConnectWise Manage.
  • Click to Dial works on any webpage. ConnectWise Manage, your inbox, a spreadsheet, LinkedIn, etc.
  • Easy to use interface that doesn't require much training.
  • Use Call Popups that appear on every browser tab. This allows users to add notes to calls even when they're not logged into ConnectWise Manage!
  • Contact name & account link to the ConnectWise Manage records to quickly pull up all your ConnectWise Manage data.
  • The caller's previous calls, notes, etc are pulled from ConnectWise Manage and displayed in the call Popup.
  • Call Notes entered in one tab are sync'd to others. Never hunt down the tab you left notes in again. We popup right in ConnectWise Manage or any tab.
  • Call History for reviewing calls made.
  • Call Metrics you can understand.
  • @mention syntax enables easy sharing of call notes.
  • Popups handle multiple calls (ie. Call Waiting), don't ever lose a call note.
  • SmartRelate - Calls are related to Accounts/Contacts/Opportunities/tickets if dialed from one in ConnectWise Manage.
  • If multiple matches, popup displays radio buttons to choose.
  • Gamification awards top performers and makes it fun.
  • Popup is minimizable to side of screen from ConnectWise Manage or any tab.

Integration

ConnectWise Manage ConnectWise Manage

Documentation

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Support

BVoIP's ConnectWise Manage Integration is certified via the ConnectWise Invent Program.  If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise Manage support team can assist. For any other questions with this integration, please contact the BVoIP team directly to resolve any issues.

User Reviews

  • Angel Rojas, Datacorps Technology Solutions, Inc.
    The BVoIP team is amazing and we are well pleased with the expertise and assistance we've received from them. I highly recommend!
    Date: 12/9/2015 9:00 AM
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  • Chris Day, Fully Managed
    BVoIP has been a exemplary partner for Fully Managed. They seem to have more 3CX knowledge than the 3CX folks themselves, and provide excellent, responsive support (one of the things we absolutely require). The cost of the solution is inconsequential compared to the opportunity, and we are generating at least 60-70% GM on the totality of the hosted VoIP solution (and impressing clients in the process). Bravo team!
    Date: 8/28/2015 11:26 AM
    Was this review helpful? Yes No (0/0)
  • Ken Clashaus, Ken C.
    The BVoip experience has been Great. Whenever I call with a question or issue, they are quick to provide an answer. We have been very satisfied working the BVoip staff and services.
    Date: 7/6/2015 10:23 AM
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  • Michael McAndrews, Michael McAndrews, Logic Choice Business Technologies, LLC
    After much research, we identified the best Unified Communication Voice system and Integration partner. BVoip has been a highly intelligent and responsive integration partner and has made our investment in the 3CX platform all we had hoped. As an International provider, BVoip has provided timely responsive setup and support even during non-standard hours! These folks know 3CX to depth and help us to work Smart (not just hard) when it comes to deploying a superior Hosted PBX and Unified Communication system. Our path to market was nicely accelerated by the BVoip staff and there industry knowledge. As an IT MSP, we are very happy with our decision to partner with BVoiP and the competitive edge they are providing!
    Date: 7/6/2015 10:16 AM
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  • Pedro Nunez, IT Management Solutions
    I signed up for BVoIP because I was looking for a 3CX partner that can help me leverage the cloud while providing support on for all my existing 3CX clients that we are hosting. I been using their hosting servers for the past 60 days and I was able to eliminate all the issues with voice quality. George and his team provide excellent customer service and are willing to work one on one with you to guarantee customer satisfaction. I strongly recommend BVoIP to any MSP that is looking for a complete VoIP Hosted Solution that delivers all features a fraction of the cost of the current market. If you need confirmation, feel free to reach out to me at IT Management Solutions www.itmsolutions.us
    Date: 4/8/2015 9:12 AM
    Was this review helpful? Yes No (2/0)
  • George Bardissi, Bardissi Enterprises
    We have been using this integration for about 90 days and it works well. It makes our service folks more efficient!
    Date: 11/11/2014 10:02 AM
    Was this review helpful? Yes No (1/0)

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