Humanize IT

Coaching and Tool to automatically build QBRs and Client Meetings to empower better conversations that build relationships.

  • Overview

  • Integration

  • Support

Save 6-12 hours per QBR, gain insights into what your MSP's activities are across all clients, increase perceived value with Personas, consistent stack delivery with Gap Analysis Reports, and finally stop clients falling through the cracks with Client Engagement Scores.

ConnectWise PSA

Using Connectwise Manage integration we are able to pull in valuable data and save time in building client engagements.  
Data we pull includes:

  • Tickets
  • Opportunities
  • Assets (for building budgets)

As well if you need to create tickets while auditing a client, you can send them right to connectwise from our audits!

Currently this vendor is not Certified under ConnectWise Invent.

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

Details

Overview

Save 6-12 hours per QBR, gain insights into what your MSP's activities are across all clients, increase perceived value with Personas, consistent stack delivery with Gap Analysis Reports, and finally stop clients falling through the cracks with Client Engagement Scores.

Integration

ConnectWise PSA

Using Connectwise Manage integration we are able to pull in valuable data and save time in building client engagements.  
Data we pull includes:

  • Tickets
  • Opportunities
  • Assets (for building budgets)

As well if you need to create tickets while auditing a client, you can send them right to connectwise from our audits!

Support

Currently this vendor is not Certified under ConnectWise Invent.

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