ClearBench

Designed by ConnectWise users for ConnectWise users. The ClearBench® platform is an easy-to-use cloud solution that improves team productivity and efficiency in small and large businesses alike.

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ConnectWise Certified Integration

Integrated seamlessly with the ConnectWise platform.

This integration is certified via the ConnectWise Invent program, which means it was developed in collaboration with the ConnectWise API team, passed a security review, completed the certification process, and receives tier 1 integration support.

Introduction

Ensure a smooth and balanced workload for all your team members. The ClearBench® app offers customized views, advanced search and filter options to quickly find out who’s working on what, when and where.

ClearBench is a resource, service and project planning tool that improves productivity and efficiency. ClearBench allows you to monitor your team’s capacity, deliver more, avoid shortfalls, schedule delays and budget overruns.

ClearBench is designed for ConnectWise users by ConnectWise users. ClearBench is fully integrated with ConnectWise PSA using 21 data entry point.

Resource management

Ensure a smooth and balanced workload for all your team members.

Optimize team performance wisely

It’s easy to evaluate how your team is doing during by comparing actual to expected performance.

Manage your team sustainably

Gain real-time insight into your team’s workload to forecast future capacity and revenue.

Overview
Integration
Support

Designed by ConnectWise users specifically for ConnectWise users, ClearBench is an effective global team planning resources management offering seamless two-way synchronization with ConnectWise. Discover an easy-to-use cloud solution that will help you improve your team's productivity and efficiency in no time!

Be ready to act as soon as a new opportunity arises, and immediately allocate the right resources to the project thanks to continuous two-way synchronization with ConnectWise. Keep your team happy and efficient, use the colored performance indicators to promptly assess who is underworked or overwhelmed.

Managing your remote workforce wisely! ClearBench is an easy-to-use cloud solution that helps you forecast your team’s capacity from anywhere, on any device. Multiple users can simultaneously access the platform to schedule team members in real time, and change assignments on the go. People will receive instant notification, no matter where they are – outsourced to a client, working remotely, or elsewhere.

All of your projects, clients, departments, and resources are perfectly synchronized in ClearBench, making it the perfect add-on tool for managing your team. No need to worry about confidentiality, thanks to secure Azure Hosting, two-factor authentication, configuration for access and editing rights.

ConnectWise PSA

Requirements: ConnectWise v2019.x + ClearBench integrates with ConnectWise PSA. Connect ClearBench to ConnectWise by simply adding Public and Private Keys and start planning!

Features:

Thanks to seamless integration and two-way synchronization with ConnectWise you can monitor your team’s capacity in real time to optimize profitability. As in ConnectWise PSA, you can easily distinguish billable projects from non-billable or internal projects by using a specific code and color.
Be ready to act as soon as a new opportunity arises, and immediately allocate the right resources to the project thanks to continuous two-way synchronization with ConnectWise. All your projects, clients, departments, and resources are perfectly synchronized, making ClearBench the perfect add-on tool for managing your team!
Connect ClearBench to ConnectWise in just a few clicks and get an instant view of all of your resources, projects, clients and take advantage of the 20 automatically synchronized data sources from ConnectWise to help you assign resources to all of your projects with ease.
Avoid unnecessary data entries and corrupted spreadsheets thanks to seamless integration with ConnectWise. Save precious time and rely on accurate and updated data! Easily extract and share reports to better forecast and make data-driven decisions.

ClearBench's PSA 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 PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.

Details

Overview

Integration

ConnectWise PSA

Requirements: ConnectWise v2019.x + ClearBench integrates with ConnectWise PSA. Connect ClearBench to ConnectWise by simply adding Public and Private Keys and start planning!

Features:

Thanks to seamless integration and two-way synchronization with ConnectWise you can monitor your team’s capacity in real time to optimize profitability. As in ConnectWise PSA, you can easily distinguish billable projects from non-billable or internal projects by using a specific code and color.
Be ready to act as soon as a new opportunity arises, and immediately allocate the right resources to the project thanks to continuous two-way synchronization with ConnectWise. All your projects, clients, departments, and resources are perfectly synchronized, making ClearBench the perfect add-on tool for managing your team!
Connect ClearBench to ConnectWise in just a few clicks and get an instant view of all of your resources, projects, clients and take advantage of the 20 automatically synchronized data sources from ConnectWise to help you assign resources to all of your projects with ease.
Avoid unnecessary data entries and corrupted spreadsheets thanks to seamless integration with ConnectWise. Save precious time and rely on accurate and updated data! Easily extract and share reports to better forecast and make data-driven decisions.

ClearBench

Resource management

Optimize team performance wisely

Manage your team sustainably

ConnectWise PSA

ClearBench's PSA Integration is certified via the ConnectWise Invent Program.

Integrates with:

Categories:

Documentation:

Details

Integrates with:

Categories:

Documentation:

Overview

Integration

ConnectWise PSA

Support

ClearBench's PSA Integration is certified via the ConnectWise Invent Program.

Reviews

ClearBench

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Resource management

Optimize team performance wisely

Manage your team sustainably

ConnectWise PSA

ClearBench's PSA Integration is certified via the ConnectWise Invent Program.

Integrates with:

Categories:

Documentation:

Details

Integrates with:

Categories:

Documentation:

Overview

Integration

ConnectWise PSA

Support

ClearBench's PSA Integration is certified via the ConnectWise Invent Program.

Reviews