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The purpose-built platform for MSPs.
ConnectWise PSA Certified
Professional services automation designed to run your as-a-service business.
ConnectWise ScreenConnect Certified
Remotely access and support any device, anywhere, any time.
ConnectWise Automate Certified
Powerful RMM for next-level IT support.
ConnectWise RMM Certified
Monitor and manage your client's networks the way you want - hands on, automated or both with our NOC services.
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ConnectWise PSA Certified
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Absolute Resilience
ConnectWise PSA Certified
AlertOps
ConnectWise PSA Certified
Bitdefender
ConnectWise PSA Certified
ControlCase
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ESET Security
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ConnectWise PSA Certified
Lumu
ConnectWise PSA Certified
MConnect for Sage Intacct
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Moovila
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SENDMARC
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  • Overview

  • Integration

  • Support

Key Features

• Pre-loaded Questionnaires – Structured prompts to surface client needs, gaps, and upsell opportunities
• Discovery Frameworks – Templates aligned with service provider sales motions, ready to deploy
• Client-Ready Reports – Auto-generate professional, branded reports in minutes
• QBR Automation – Focus client meetings on business value and next steps
• Workflow Integration – OpenAPI support to connect with PSA tools, CRMs, and CS platforms

Requirements: getKambium Premium supports integration with ConnectWise PSA v4_6_release/apis/3.0

Features:

  • Automatically export qualified sales opportunities to ConnectWise PSA
  • Report on current configuration data, agreement details, tickets, initiatives (sales opportunities) and more
  • Export work plans to ConnectWise PSA ticket boards
  • Share client lists directly from ConnectWise

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.

Categories:
Sales and Marketing
PSA Integration

Details

Categories:
Sales and Marketing
PSA Integration

Overview

Key Features

• Pre-loaded Questionnaires – Structured prompts to surface client needs, gaps, and upsell opportunities
• Discovery Frameworks – Templates aligned with service provider sales motions, ready to deploy
• Client-Ready Reports – Auto-generate professional, branded reports in minutes
• QBR Automation – Focus client meetings on business value and next steps
• Workflow Integration – OpenAPI support to connect with PSA tools, CRMs, and CS platforms

Integration

Requirements: getKambium Premium supports integration with ConnectWise PSA v4_6_release/apis/3.0

Features:

  • Automatically export qualified sales opportunities to ConnectWise PSA
  • Report on current configuration data, agreement details, tickets, initiatives (sales opportunities) and more
  • Export work plans to ConnectWise PSA ticket boards
  • Share client lists directly from ConnectWise

Support

Currently this vendor is not Certified under ConnectWise Invent.

Please reach out directly to the vendor for integration implementation and/or support.