ConnectWise PSA Integration
Integration with ConnectWise
Designed exclusively for the IT Channel, ConnectWise is the leading business management solution for service providers, MSPs, technology consultants, integrators, and developers. Today more than 70,000 IT professionals rely on ConnectWise to achieve greater accountability, operational efficiency and profitability. ConnectWise fully integrates CRM, sales, help desk ticket and tracking, project tracking, IT service management, SLAs, dispatch scheduling, mobile IT services, time and expenses into a singular IT management software to dramatically streamline IT companies.
The integration of VARStreet and ConnectWise makes it simpler to provide Sales quotes to prospective customers, combine sales quoting tools with business development opportunities in the pipeline and gain visibility into revenue streams from products, services, managed services, and other sources.
The CRM integration covers the business flow related to customers, contacts and Opportunities. It helps the sales person to keep track of the consolidated Sales pipeline in ConnectWise all the time.
What will you get?
- Synchronization of customer / contact information across the applications instantaneously. The synchronization of the information happens in both directions.
- VARStreet Sales quoting are synchronised as Opportunities. Opportunity status is up to date as customer confirms the order.
- Any opportunities already created / exists in ConnectWise can also be linked to sales quote in software to ensure sales pipeline status is accurate.
- Ability to handle custom requirements