Strategy Overview

Overview
Integration
Support

Easy vCIO, QBRs, Asset Lifecycle Management & Strategic Planning Strategy Overview is a vCIO software built by an MSP to save you time, streamline QBRs and take your strategic assessments, roadmaps and budgeting to the next level!

ConnectWise PSA

Features:

Strategy Overview integrates the following with Connectwise Manage

Companies
Company Types
Markets
Company Statuses
Configuration Statuses
Configuration Types
Configurations

~Coming soon~

Contacts
Tickets
Agreements
Opportunities
Projects

Currently this vendor is not Certified under ConnectWise Invent.

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

Details

Overview

Integration

ConnectWise PSA

Features:

Strategy Overview integrates the following with Connectwise Manage

Companies
Company Types
Markets
Company Statuses
Configuration Statuses
Configuration Types
Configurations

~Coming soon~

Contacts
Tickets
Agreements
Opportunities
Projects

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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