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.