Business Software for ConnectWise Automate - Page 3

Quoter is a cloud-based, quote-to-cash platform purpose-built for managed service providers (MSPs) that automates over 30% of sales-related tasks. It integrates with PSA, CRM, distributor, payment, and accounting systems to auto-populate client, product, and pricing data. It supports infinitely configurable line items, bundles, volume discounts, multi‑currency pricing, tax and shipping calculations (including Avalara), and e‑signature and payment processing via Stripe, PayPal, or ConnectBooster. Quoter offers branded, reusable templates, product configurators with optional and single‑select items, and inventory-aware distributor pricing. It includes email tracking, automated follow‑ups, manager approval workflows, cost and margin tracking, and comprehensive reporting on quotes, margins, users, and products.

Tyro EFTPOS is fast, simple and secure When it comes to your customers, every transaction counts so choose EFTPOS that works better for your business. Choose between Fast Countertop EFTPOS or Mobile EFTPOS. Accept more payment types Let your customers pay the way they choose when you accept more payment types. Less fees, more innovation with Tyro’s Tap & Save Reduce your payment fees for Tap & Go debit card transactions. Tap & Save is a great feature that offers your business least-cost routing to automatically find lower cost ways for you to process eligible Tap & Go debit card transactions through the cheapest network. As an average, Tyro Tap & Save customers save 8.1% on Merchant Service Fees.2 Get EFTPOS that’s directly connected Take your business further by connecting to one of more than 300 POS/PMS providers with Tyro. With our fully integrated EFTPOS machine software, developed and maintained by our in-house engineers, we cut out middleware.

Are you looking for an alerting software solution to identify what's happening in your business right now? Has your low stock level threshold been breached, has a large order been placed or is a key customer approaching their credit limit? Codeless Platforms' Alerting Software solution removes the risk of relying on employees to monitor and report on potential issues by introducing advanced business monitoring and alerting capabilities to all your business applications. Discover why adding real-time advanced business alerting capabilities to all your applications will reduce company exposure to financial risk and enhance employee performance. The Notifications & Alerts capability provides you with the ability to automatically distribute email and SMS messages 24/7, 365 days a year. Build HTML and plain text notifications and alerts using an easy-to-use editor. No coding required. Send notifications and alerts via multiple channels including email, SMS or compatible messenger APIs.

Datto RMM is a secure, reliable and modern cloud-based remote monitoring and management platform that gives MSPs the ability to securely and reliably manage their customers IT infrastructures. Built to remove complexity, costs, and risks, it includes powerful automation and monitoring tools such as ransomware detection, patch management, and remote control takeover to help MSPs proactively prevent IT issues, respond faster to incidents, and deliver a better service to their customers. Protect and quickly restore PCs with reliable, image-based, all-in-one cloud backup and disaster recovery. Cloud-to-cloud backup and fast recovery for critical data in Microsoft 365 and G Suite applications. Fast and easy file and folder backup and restore with support for Windows and Mac. Safe file sync and share with a centrally managed, secure collaboration platform. Protect and quickly restore servers with reliable, image-based, all-in-one business continuity and disaster recovery.

The flexible Collaboration Suite for efficient teams. SmartShare brings all crucial information about what's going on together in one single, centralized system. The famous Company Overview feature shows all possible information about a customer in one single screen: ongoing projects, deals, contracts, offerings, etc. SmartShare brings structure in the way people work and share information. Collaboration between colleagues and teams is drastically improved thanks to the centralization of information in the shared environment. Customers report a time gain of 1h per day per employee. An advanced integrated access rights management system allows to make sure that information is only accessible to persons with sufficient access rights. Access rights can be managed at multiple level: individual, team, binder, project, document, etc. Emails are managed in the shared environment, which brings a huge productivity gain and efficient collaboration.

WatchGuard DNSWatch is a Cloud-based service adding DNS-level filtering to detect and block potentially dangerous connections and protect networks and employees from damaging attacks. WatchGuard analysts triage any critical alerts, following up with an easy-to-understand accounting that includes detailed insights about the potential infection. When the attack uses phishing, and an employee clicks the link, DNSWatch automatically redirects them away from the malicious site and offers resources that reinforce phishing education. Hackers rely on DNS to execute attacks on unsuspecting victims, so careful examination of DNS requests is a great way to find and ultimately intercept attacks! DNSWatch brings DNS-level filtering into our Total Security Suite, providing an added layer of security to stop malware infections. Unwitting attempts to connect to known malicious DNS addresses by your users are automatically blocked, and the user is seamlessly redirected to a safe landing page.

Asio™ by ConnectWise®: The platform for top IT solution providers. When you need cutting-edge cloud technology, infinite scalability, and unmatched speed and performance, you need Asio™. With this platform, you’ll start solving the problems that come with disjointed systems, including inefficiencies and redundant tasks. Your business will be a lean, mean ITSP machine with our security-first experience that boosts your business operations, amplifies intelligent monitoring and automation, drives rapid innovation, and more. Take control of your business operations and your bottom line with Asio™ . Amp up your business operations with an MSP-approved collection of software, including a PSA, quote and proposal automation, next-gen IT documentation, and real-time business intelligence. With unparalleled performance, these tools put you in the driver’s seat on the road to business maturity. Supercharge your service delivery and customer satisfaction with less effort.

Gone are the days of switching between multiple applications. Chirp was conceptualized and developed to be an application that facilitates customer support executives to handle calls, web chat, email, and social media interactions from a single application. Easily subscribe to Chirp events and act on them using the Chirp JavaScript SDK. The SDK even facilitates actions like changing state or making a call on some web event. Most young customers prefer communicating over live chat since it’s faster. TxChat offers a powerful and flexible chat module that you can easily plug in into your websites. Engage with your website visitors in real-time and improve customer satisfaction through targeted offers thus increasing the sales conversion rate. Engage with potential customers through the click-to-chat option. Customer support executives get additional features like transfer, canned response, and send attachments which help in providing fast and reliable customer support.

With FlexPoint, payments are simple, and cash flow is made perfect. Automate your billing operations to increase efficiency and cash flow. Eliminate manual processes and make getting paid simple. Automate the entire reconciliation process from invoice to deposit. Get paid securely and online, while maintaining the brand your clients trust. Give your clients a billing experience that matches your customer service. The ultimate platform to grow your business through payments. A single solution to help your business simplify billing. No long-term contracts are necessary. Increase the predictability of your cash flow and eliminate surprises through our powerful billing automation. Create custom rules to automatically get paid on invoices. Set custom rules for all clients or specific rules for certain clients. Remove manual payment reconciliation between the tools you use. Eliminate the need to manually reconcile bank deposits.

Take a crack at automation built just for MSPs. Rewst is a Robotic Process Automation (RPA) platform that integrates your tools. No coding or agents are required. Build flows on visual canvasses and bridge your tool gaps, saving on headcount and efficiency. As an organized MSP, you probably have the necessary IT processes and documentation in place; but you might be stuck manually babysitting them every day. Sometimes every hour, over and over. Listen to your processes and let Rewst automate them. The Robotic Operations Center (ROC) empowers you to create your own workflows and assists you in overcoming any obstacles in the automation process. Whether you need help learning the platform, adding features, or getting your workflows moving, the ROC loves teaching you how to bring your automation visions to life. ROC support comes with every subscription and everything to ensure your automation remains connected and runs smoothly.

Our platform streamlines and automates your processes, which saves time, reduces your overheads and improves your customer experience and profitability. Emersion integrates to business systems, vendors, distributors, payment merchants and enterprise software platforms. This saves time and ensures data is accurate no matter which system your staff use. Turn customer experience into a competitive advantage with Emersion’s combination of online customer portals, automated events and notifications, order management functionality and smart invoice templates. Small changes to your billing operations will have a big impact on cash flow and business profitability. Everything in Emersion happens in real-time – no batches, no waiting on data to refresh.

Employ playbooks for fast time-to-value and ease of scaling as you grow. Address common day-to-day challenges (phishing or ransomware) with ready to run use cases, complete with playbooks, simulated alerts and tutorials. Create playbooks that orchestrate hundreds of the tools you rely on with simple drag and drop. Plus, automate repetitive tasks to respond faster and free up time for higher value work. Maintain, optimize, troubleshoot, and iterate playbooks with lifecycle management capabilities including run analytics, reusable playbook blocks, version control, and rollback. Integrate threat intelligence at every step and visualize the most important contextual data for each threat – who did what, and when – and the relationships between all involved entities attached to an event, product, or source. Patented technology automatically groups contextually related alerts into a single threat-centric case, enabling a single analyst to efficiently investigate and respond to a threat.

Jetbuilt is the premier project platform for integrators and facility designers. Nurture leads, estimate, propose, and manage projects in the audio visual industry, along with all things low voltage. Pull from over 2 million items in the Jetbuilt database. Connect to your vendors and keep your dealer pricing updated for fast and confident quoting. Get project approvals faster as your clients easily grasp complex proposals through Jetbuilt's clear organization and graceful presentation. All with near-zero training time for your team. Built on the cloud, remotely collaborate with your team and clients on projects large and small. Track your inventory of items from the warehouse shelf to the van, temporary on-site storage and final installed location. As you estimate, see what stock you have available to drop into a project. From lead-tracking, project quoting, to installation, Jetbuilt provides power and efficiency to help you close more projects faster.