31 Integrations with QuoteWerks
View a list of QuoteWerks integrations and software that integrates with QuoteWerks below. Compare the best QuoteWerks integrations as well as features, ratings, user reviews, and pricing of software that integrates with QuoteWerks. Here are the current QuoteWerks integrations in 2026:
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1
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.Starting Price: $24/month -
2
Act!
Act!
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.Starting Price: $30.00/month/user -
3
GoldMine CRM
GoldMine
GoldMine has removed the headaches of many CRM platforms. Because our interface is so common, your employees will feel right at home. Less time training means more time doing. Don’t “rent” your CRM System when you can OWN it and save BIG. Most companies save up to 70%. With one easy payment, its yours…forever! Take control, save money and have peace of mind you will never get “shut off”. CRM becomes much more powerful when you combine it with other powerful apps. Our cloud option will give you universal access with one login. Here are some popular Add-On applications. It’s your data and you need to keep it protected. We understand that. That’s why we have partnered with leading hosting providers who back up your data, protect it from intrusion and are compliant with certain data storage practices.Starting Price: $60 per user per month -
4
Salesforce
Salesforce
Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.Starting Price: $25.00/month/user -
5
QuickBooks Online
Intuit
QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.Starting Price: $9/month (normally $15/month) -
6
Microsoft Outlook
Microsoft
Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence. -
7
ConnectWise PSA
ConnectWise
ConnectWise PSA, formerly ConnectWise Manage, is a robust business management platform made for companies that offer, service, and support technology. Trusted by more than 100,000 users, ConnectWise PSA offers a wealth of features that enables teams to achieve greater accountability, operational efficiency, and profitability. The platform comes with help desk, time tracking and billing, project management, account management, agreements, sales and marketing, procurement, and reporting tools. -
8
Gmail
Google
Get more done with Gmail. Now more secure, smarter and easier to use—helping you save time and do more with your inbox. See what’s new at a glance, and decide what you want to read and respond to. Get nudges that remind you to follow up and respond to messages, so that nothing slips through the cracks. View attachments, RSVP to events, snooze messages and more without opening any emails. Gmail blocks 99.9% of dangerous emails before they reach you. If we think something seems phish-y, you’ll get a warning.Starting Price: $0 -
9
Amazon Web Services (AWS)
Amazon
Amazon Web Services (AWS) is the world’s most comprehensive cloud platform, trusted by millions of customers across industries. From startups to global enterprises and government agencies, AWS provides on-demand solutions for compute, storage, networking, AI, analytics, and more. The platform empowers organizations to innovate faster, reduce costs, and scale globally with unmatched flexibility and reliability. With services like Amazon EC2 for compute, Amazon S3 for storage, SageMaker for AI/ML, and CloudFront for content delivery, AWS covers nearly every business and technical need. Its global infrastructure spans 120 availability zones across 38 regions, ensuring resilience, compliance, and security. Backed by the largest community of customers, partners, and developers, AWS continues to lead the cloud industry in innovation and operational expertise. -
10
Microsoft Excel
Microsoft
Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.Starting Price: $8.25 per user per month -
11
Microsoft Azure
Microsoft
Microsoft's Azure is a cloud computing platform that allows for rapid and secure application development, testing and management. Azure. Invent with purpose. Turn ideas into solutions with more than 100 services to build, deploy, and manage applications—in the cloud, on-premises, and at the edge—using the tools and frameworks of your choice. Continuous innovation from Microsoft supports your development today, and your product visions for tomorrow. With a commitment to open source, and support for all languages and frameworks, build how you want, and deploy where you want to. On-premises, in the cloud, and at the edge—we’ll meet you where you are. Integrate and manage your environments with services designed for hybrid cloud. Get security from the ground up, backed by a team of experts, and proactive compliance trusted by enterprises, governments, and startups. The cloud you can trust, with the numbers to prove it. -
12
Google Contacts
Google
Keep your address book clean, safely backed up, and available everywhere with Google Contacts, a free contact management and address book solution that integrates with G Suite an Gmail.Starting Price: Free -
13
Rev.io PSA
Rev.io
Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance. -
14
DejaOffice CRM
CompanionLink Software
The perfect CRM Alternative for people who want to own their customer database and store it securely on-premise. DejaOffice PC CRM has all the classic features - Contacts, Calendar, Tasks, Notes, Histories, Projects, and Deals. Auto-dialer from your PC or phone. Outlook email integration. Easy migration from most common CRM systems like Business Contact Manager, Outlook Customer Manager, Act!, GoldMine, Monday, Salesforce and Hubspot. The DejaOffice Mobile CRM app is also free for Android and iPhone users, allowing you to call, text, map and navigate to your customers with ease. You can also plan and manage your day with the ability to create, prioritize and check off tasks, as well as write and store notes to yourself. And, with DejaOffice persistent alarms, you'll never miss a reminder!Starting Price: $69.95 one-time price -
15
Amazon EC2
Amazon
Amazon Elastic Compute Cloud (Amazon EC2) is a web service that provides secure, resizable compute capacity in the cloud. It is designed to make web-scale cloud computing easier for developers. Amazon EC2’s simple web service interface allows you to obtain and configure capacity with minimal friction. It provides you with complete control of your computing resources and lets you run on Amazon’s proven computing environment. Amazon EC2 delivers the broadest choice of compute, networking (up to 400 Gbps), and storage services purpose-built to optimize price performance for ML projects. Build, test, and sign on-demand macOS workloads. Access environments in minutes, dynamically scale capacity as needed, and benefit from AWS’s pay-as-you-go pricing. Access the on-demand infrastructure and capacity you need to run HPC applications faster and cost-effectively. Amazon EC2 delivers secure, reliable, high-performance, and cost-effective compute infrastructure to meet demanding business needs. -
16
BrightGauge
ConnectWise
BrightGauge, a ConnectWise solution, was started in 2011 to fill a missing need in the small-to-medium IT Services industry: a better way to manage data and provide the value of work to clients. BrightGauge Software allows you to display all of your important business metrics in one place through the use of gauges, dashboards, and client reports. Used by more than 1,800 companies worldwide, BrightGauge integrates with popular business solutions on the market, like ConnectWise, Continuum, Webroot, QuickBooks, Datto, IT Glue, Zendesk, Harvest, Smileback, and so many more. Dig deeper into your data by adding, subtracting, multiplying, and dividing one metric against another. BrightGauge automatically computes these formulas for you. Want to show your prospects how quick you are to respond to tickets? Show off your data with embeddable gauges on public sites.Starting Price: $283 per month -
17
Kaseya BMS
Kaseya
Kaseya BMS is a next-generation Professional Services Automation (PSA) software designed to boost productivity by simplifying IT service delivery and business operations. It provides a single console to manage ticketing, project and task management, billing, quoting, and remote support. With AI-powered tools for faster ticket resolution and integrated documentation, Kaseya BMS helps IT teams streamline workflows, improve collaboration, and deliver exceptional customer service efficiently. -
18
Maximizer CRM
Maximizer Software
Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.Starting Price: $29.00/month/user -
19
Codeless Platforms BPA Platform
Codeless Platforms
Invest in your future success with BPA Platform iPaaS - the cloud integration solution that makes a difference! With iPaaS, you can focus on driving your business forward. The maintenance, upgrades, security, and reliability are handled for you, so you can concentrate on configuring, mapping and automating the processes that will take your business to the next level. Installed in the cloud (iPaaS), BPA Platform can integrate systems and applications quickly and easily, whether cloud-to-cloud, on-premises to cloud or on-premises to on-premises, and then automate numerous business processes and tasks to reduce data integration development times and costs whilst supporting integration with any data source. - Connect to any SaaS or on-premises application or system. - Multi-instance architecture. - Pre-built connectors and business process automation tools. - Real-time processing and batch data integration. - Powerful authentication, access control and data encryption.Starting Price: £175/mo -
20
CloudRadial
Azurative
Show Your Clients What a Modern MSP Looks Like. In one single white-labeled client portal, powered with automation, provide Ticketing, Service Catalog, Reporting, vCIO/QBR Automation, Client Training, Client Communication, and a Client Intranet. Fully integrated with Office 365, ConnectWise, Autotask, Syncro or BMS. A single integrated and secure platform to run all of your client touch points. Create a seamless and automated client experience all the way from ticketing to account management. Showcase your service catalog and make it easy to work with and buy from your MSP. The information clients provide about their IT problems and the information you need to fix them are rarely the same thing. That’s why CloudRadial has fully customizable intake questions and ticket triaging. To get the info you need and get it to the right place. Your client wants to use a client portal to request service from you, but you have to give them a reason to use it.Starting Price: $195 per month -
21
RangerMSP
RangerMSP
Affordable, On-Premise PSA Software for Small to Mid-Sized IT Services Providers and MSPs. RangerMSP makes running your IT services business easy, fast and secure. Focus on delivering great customer service, winning more sales and growing your business. RangerMSP is simple and intuitive. Installation is quick and you can be up and running in minutes! Minimal training is required, it just works. You will be surprised how much it will help you track and stay on top of things in a very short time. RangerMSP has been automating IT services businesses and managed services providers since 2004, and has evolved based on actual user feedback. This is how we have been shaping the software to be exactly what you need. All your data is stored on a server that you own – whether on premise or in the cloud. You can control the security level, have direct database access for external reporting and use our advanced API. The database is open and the data is yours. Forever.Starting Price: $49.95 per month -
22
QuickBooks Online Advanced
Intuit
Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.Starting Price: $100 per month -
23
Strategy Overview
Strategy Overview
Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.Starting Price: $60 per month -
24
Kaseya VSA
Kaseya
Kaseya VSA is a next-generation remote monitoring and management (RMM) software for Managed Service Providers (MSP) and IT enterprises. With VSA, users get access to the fastest remote control powerful discovery, reliable patch management, and monitoring and security tools in a single solution. Thus, helping to increase IT staff productivity, service reliability, and systems security. A Unified IT Management solution to not only deliver better service but to transform the business. Kaseya’s IT Management solution increases IT teams’ efficiency by providing seamless workflows across tools, drives improved service delivery and business productivity See for yourself why thousands of IT departments use Kaseya VSA IT Management software to centrally manage and automate all of IT. You ought to be able to deliver more value with less service delivery costs. Kaseya VSA provides IT departments with the IT Management tools they need to proactively manage their systems from a unified platform. -
25
Codeless Platforms Alerting Software
Codeless Platforms
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.Starting Price: $2,000 -
26
Datto RMM
Datto, a Kaseya company
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. -
27
ConnectBooster
Kaseya
Automate getting paid, from invoice to collection. Say goodbye to time-consuming accounting tasks, stressful collections calls, and an aging A/R that just won’t quit. Say hello to effortless cash flow. If you’re like many service providers then you’re offering incredible value to your clients, but they aren’t always paying on time. The result is that your revenue ends up trapped in aging accounts receivable, and investing back into the growth of your business seems like a pipe dream. But it doesn’t have to be this way. ConnectBooster is a scalable solution that fixes your cash flow. We’re trusted by thousands of service providers to get paid on time, every time, all while saving time. Are you next? With two-way data-syncing between your tools and a suite of payment automations, ConnectBooster saves anywhere between 8-20 hours per month on billing-related tasks. Before ConnectBooster, the average service business waits 48 days to get paid by their clients. -
28
Datto Workplace
Datto, a Kaseya company
Datto Workplace provides enterprise-grade file sync and share to managed service providers without putting security and efficiency at risk. Built for business, Datto Workplace provides a seamless collaboration platform to clients for every file from every device. A single, simple, scalable solution tailored for every role -- from technicians to sales, to executive management. Configure settings based on individual needs and streamline implementation to suit your business. MSPs can also schedule reports on system activity, enable monitoring, and on-demand auditing of usage. Workplace users can securely collaborate on any device, leveraging integrations with core business tools such as Microsoft, G Suite, Active Directory, and Single Sign-On (SSO). With more than 99.99% uptime, and HIPAA, GDPR, and SOC 2 compliance and data encryption, clients can work securely with Datto Workplace. Datto Workplace provides the security, mobility, and control that businesses need. -
29
DeskDirector
DeskDirector
With DD Tech you can work on your ConnectWise and Autotask tickets anywhere, on any device. Fully customizable Service Catalog and superior Custom Forms to give quick and relevant first-contact support to your users. Stay connected to your users and keep providing excellent service with DD Chat. Send templated emails that allow the user to add notes to the tickets or start chats with your techs. From sharing tickets with clients to dynamic service experiences - DeskDirector can meet the needs of your MSP.Starting Price: $97 per month -
30
Wise-Pay
Wise-Sync
Your must-have payment solution is Wise-Pay. Shorten your cash gap with the ultimate add-on: Wise-Pay, the preferred choice for 26,000+ payers, providing integrated payment automation across some of the world’s largest payment providers - you’ll never have to chase a payment again. Each time you handle an invoice, it costs you money. Wise-Pay seamlessly reconciles invoice payments in your accounting platform, and automatically creates client invoices for credit card surcharge payments, overpayments and pre-payments. Wise-Pay removes the obstacles that prevent you from accessing a vast number of platforms - enabling a payment process that makes it super simple (and fast) for your customers to pay you. Some integrations include: ConnectWise Customer Portal, CW Sell, Invarosoft IT Support Panel, Desk Director, QuoteWerks, CloudRadial, iSell eCommerce Platform. Say goodbye to monotonous tasks, everywhere from banking checks to reconciling accounts. -
31
Sage 50
Sage
Sage 50 makes your business life easier. Spend less time on admin tasks, worrying about compliance or your finances. With our solution, you need fewer products to make it all happen. Work how you want, when you want with secure remote access to your company data, analytics, business contacts, customer records, critical documents, and key tasks. With Microsoft 365 integration, you have access to essential apps, like MileIQ, One Drive, SharePoint, Teams and CRM, and Sage 50 financials on any device from any location, including Microsoft Office fundamentals like Outlook, Word, Excel and PowerPoint. Outlook Connector helps you save time and organize your business by automatically syncing Microsoft Outlook contacts with Sage 50 contacts. Easily and quickly access customer balance information, credit limits, contact details and order history. Get meaningful insights into your business data with Sage Intelligence powered by Microsoft Excel and Power BI.Starting Price: $607/year/user
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