Humanize IT

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

ConnectWise Certified Integration
Integrated seamlessly with the ConnectWise platform.
Introduction

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.

All this within the next hour from when you click "get started" thanks to our Invent Certified integration.

Automatic QBR Templates

Create easy meeting by pulling in relevant data from Connectwise and reports.

Client Engagement Coaching

Work with a vCIO coach to design better cleint engagement strategies.

Client Whitespace/Gap Analysis

Stop leaving cash on the table, consistently deliver your stack to clients.

  • Overview

  • Integration

  • Support

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!

Humanize IT'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

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

Humanize IT'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.