Plumly

Overview
Integration
Support

Plumly is a sales acceleration and engagement platform that works on top of CRMs like Connectwise Manage. Plumly enables IT service Providers and MSPs to sell their existing and new services with speed and intelligence. Plumly improves sales performance and effectiveness by:

Rapidly improve sales responsiveness
Teaches a repeatable sales process
Increases rep time selling vs data entry
Automates the tracking of rep activities not possible in CRM
Adds data intelligence and insights throughout the sales process

ConnectWise PSA

Requirements: Plumly integrates with supported versions of Connectwise Manage for on-premise and hosted customers.

Features:

Automated Activities: Tracking sales activities becomes easier and faster as Plumly creates and logs activities and syncs the activity data to Manage.
Deal Management: Manage all deals with ease and speed from Plumly Deal flow. All deal information syncs to opportunities in Connectwise Manage.
Security: Certified by Connectwise, Plumly follows Connectwise best practices, utilizes Multi-Factor Authentication, and is able to operate with most restrictive api permissions possible.
Advanced Integration: Plumly has fast, two way integration with Connectwise Manage. Customer, opportunity, and sales rep data is maintained through a two way sync.

Currently this vendor is not Certified under ConnectWise Invent.

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

Details

Overview

Rapidly improve sales responsiveness
Teaches a repeatable sales process
Increases rep time selling vs data entry
Automates the tracking of rep activities not possible in CRM
Adds data intelligence and insights throughout the sales process

Integration

ConnectWise PSA

Requirements: Plumly integrates with supported versions of Connectwise Manage for on-premise and hosted customers.

Features:

Automated Activities: Tracking sales activities becomes easier and faster as Plumly creates and logs activities and syncs the activity data to Manage.
Deal Management: Manage all deals with ease and speed from Plumly Deal flow. All deal information syncs to opportunities in Connectwise Manage.
Security: Certified by Connectwise, Plumly follows Connectwise best practices, utilizes Multi-Factor Authentication, and is able to operate with most restrictive api permissions possible.
Advanced Integration: Plumly has fast, two way integration with Connectwise Manage. Customer, opportunity, and sales rep data is maintained through a two way sync.

Support

Currently this vendor is not Certified under ConnectWise Invent.

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

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Plumly

ConnectWise PSA

Currently this vendor is not Certified under ConnectWise Invent.

Integrates with:

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Details

Integrates with:

Categories:

Overview

Integration

ConnectWise PSA

Support

Currently this vendor is not Certified under ConnectWise Invent.

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