by Intel
This integration is certified via the ConnectWise Invent program, which means it was developed in collaboration with the ConnectWise API team, passed a security review, completed the certification pro
by Kaseya
Provide World Class service that differentiates you from your competitors by leveraging our powerful combination of software, training and community.
by Membrain
Membrain Flows is an add-on that provides structured workflows to guide sales reps through complex sales processes.
by PersistIQ
PersistIQ’s sales outreach platform includes: * Multi-channel Outreach Sequences: Email, call, Linkedin outreach, and tasks * Prospecting: Find verified emails to build your prospect lists * Call Dialer: Call prospects inside PersistIQ, use local phone numbers, and save call recordings * Automation Triggers: Trigger outreach campaigns based on email opens, replies, and CRM data * Gmail Extension: Email templates, notifications, campaigns, and prospect profiles inside Gmail * Analytics: A/B Testing, reply sentiment analysis, and reporting * Team Collaboration: Shared templates, team reporting, and user management * Integrations: Copper, Hubspot, Pipedrive, Salesforce, and Zapier
by Nayak.ai
Nayak™'s real-time coach analyzes both verbal and non-verbal signals – from vocal tone and pace – providing instant feedback to your team to understand and optimize buyer engagement. Through this single pane of glass, additional information is at your fingertips allowing your time to answers those important follow up questions in real time and helping to identifying upsell opportunities.
by getKambium
When introduced to a new tool or service, MSPs reasonably want to know 1. What's in it for me, 2. Why I should care, and 3. Prove it! So let us introduce getKambium, the sales tool for MSPs that talks business. What's in it for you: getKambium enables MSPs to win more business by aligning their solutions and services with a clients' business needs and goals. Why you should care: In today's market, clients seek MSPs who will understand their business and guide them on how they can use IT to achieve their business goals. We can prove it: With getKambium partner MSP, Yorb: "With getKambium, we have less churn, and our clients are recommending us more, so we've got a nice stack of new business!"
by Membrain
Membrain offers four distinct products - Prospecting, Active Pipeline, Account Growth and Elevate. The first three are parts of the sales suite and can be combined in any way you desire. Each product is designed to support a specific sales workflow. Elevate, focuses on the human component and provides everything the sales coach needs to support their team in the most targeted, effective way.
by Contact Science
The Contact Science software is a fast, easy and precise way for appointment setters to call 100's of targets perfectly, simultaneously, each week and never get lost. Our Patented ‘multi-touch, process approach’ to prospecting' customizes pursuits to your specific product and market. Management automatically receives accurate performance reports to monitor, measure and analyze caller performance. Advanced tools provide coordination between Marketing and Sales for telephone follow-up of Direct Mail campaigns. (Eg. Ulistic, Robin Robins) and integration with Vidyard. Optionally, your process can include drip marketing strategies to keep targets warm after initial contact.
by SharpSpring
SharpSpring Sales Automation equips sales teams to close deals faster through automated processes and workflows.
by SalesFeed
Recognize companies that visit your website GROW SMARTER with SalesFeed. User-friendly software for reliable sales leads, real-time personalization and marketing dashboarding. From 1-pitter to multinational.
by Build IT
Build IT LIVE is the only education-focused MSP channel event that provides editable tools and templates for its attendees to take home and utilize immediately in their own businesses. At Build IT, we believe in lifelong learning. This is where our devotion to no-sales pitch breakout sessions come into play. If you're looking for an event to learn new skills, network with other leaders in the industry, and have a first-class experience, Build IT LIVE is the perfect event for you! Join us in Orlando, FL September 18-20, 2023 as we take education to a whole new world!
by CharTec
Tired of channel events that only talk theory while you struggle to bootstrap it all? Ready to break past your current growth ceiling? CharTec provides you a repeatable sales engine so you can scale with predictable growth and leadership-ready systems. At CharTec Academy, you can customize your schedule to suit the needs of your MSP. Benefits of Attending:Small, intimate gathering of like-minded MSP professionals who are eager to grow and share what they’ve learned from the trenches.Passionate educators who also still actively run their own multimillion dollar MSP.Curated session agenda that balances tried-and-true with cutting edge, and emphasizes application over theory.
by Cognism
Double your pipeline's output with enriched, quality data.
by ProphetLogic
ProphetLogic’s SDRS makes it easy to strengthen your pipeline to help your sales team meet its goals.
by Seamless.AI
Seamless.AI prospecting tools helps you connect directly with your ideal customers so you can build a sales pipeline, shorten your sales cycle, and close more deals at scale. When it comes to sales prospecting software, we make it easy to crush quota.
by Nayak.ai
Sales isn’t just about closing the current deal—it’s about building authentic relationships rooted in trust, understanding, and meaningful interactions. Nayak™’s AI-powered note capture features ensures your sales team can connect by allowing them to focus 100% on the discussion. Nayak captures key discussion points, buyer sentiment, and action items, allowing your team to engage with empathy, credibility, and confidence.
by CharTec
Are your Sales efforts falling short? You want to add NEW agreements, but objections keep getting in your way? Starting to think that a sloth moves faster than your sales cycle? Enough. Is. Enough. Closing Managed Services deals the day you present, at higher margins than your competition, is possible! CharTec will show you how. This isn’t your typical 101- type sales training where you listen to someone speak on stage that hasn’t sold managed services before, or stays high level, only scratching the surface. CharTec’s Sales Lab is the ONLY managed services sales training that puts your salespeople in the hot seat. CharTec leverages over 30 years of experience from their own MSP and shows you how they DO it – not how they did it. Over the course of 4 days, through lecture, role-play and performance, your salesperson will be immersed in the CharTec Sales Process and DOING the necessary steps that’s required of them as Sales Professionals: Converting Marketing wins into 1st AppointmentsClosing and performing Business DiscoveriesDelivering an interactive Sales Presentation to a group of decision makersUnveiling solution design and strategic pricingOvercoming all the objections they will face!Stop letting your salespeople burn your leads. Send them to CharTec Sales Lab and they will have the knowledge and confidence to starting closing deals the day they get home. Due to the in-depth, one-on-one style, training – Sales Labs are limited to just 10 participants, so don’t miss your next opportunity. To learn more about CharTec’s Sales Lab schedule and availability – book your call today: chartec.net/schedule Don’t take our word for it. Join our CharTec MSP Group and scroll through the countless wins our graduates have had. https://www.facebook.com/groups/CharTecMSP For more information, head here: https://chartec.net/msp-sales/
by PersistIQ
Engage prospects using multi-channel outreach sequences Personalize outreach at scale using automated sequences of emails, calls, Linkedin messages, and more.
by Print Partner
Need to educate your team about Print Partner? Have a curious friend in the industry who wants to learn more about us? No problem! We've provided a growing library of helpful pieces of collateral, both for print and online use, that you can share with anyone looking to learn about our partnership program.
by Nayak.ai
Sales success isn't just about gathering information—it's about leveraging intelligence to create authentic, trust-building conversations. Nayak™'s AI-powered Smart Call Planner transforms your pre-call preparation, ensuring every interaction is rooted in deep understanding and strategic insight. Its your cheat sheet to every meeting
by Microsoft
Discover how Solutions Partner designations help showcase your organization’s proven capabilities to customers—and what you can do to attain one.
by Zomentum
Grow Smarter, Grow Faster, with Sales Acceleration Reduce the complexity of the sales process and eliminate numerous tools. The all-in-one Zomentum Grow is designed to mimic the way you sell.
by Adobe
Integrate with Adobe Acrobat Sign to sign quotations raised in Halo.
by Google
Integrate with Google Maps to show locations of your Customers and Opportunities on a map.
by HubSpot
Integrate with Hubspot to synchronise CRM and customer information.
by CRMADDON Factory
Integrate with CRMADDON to offer your customers optimal service with short processing times.
by Salesforce
Integrate with Salesforce to track leads and manage your entire sales pipeline with ease.
by 7 Figure MSP™
It is the mission of 7 Figure MSP™ to help as many MSP business owners reach the 7-figure mark in revenue and to do it in a way that is affordable, gets an almost immediate ROI, and allows the MSP to step into working ON the business rather than grinding day-in, day-out working IN the business. This is done by teaching a sales-first mindset, followed by proven sales processes that include selling Cybersecurity Risk Assessments and charging upwards of $300 per seat. Once sales is dialed in, our members move on to implementing a done-with-you 7 Figure MSP™ Marketing Machine which allows the MSP to automate their outreach, nurture, and follow-up to scale efficiently and close more deals.
by Opinyin
Integrate with Opinyin to gather and analyse data from Halo surveys.
by Highlevel
HighLevel provides tools for sales enablement, including proposal and quote software, appointment scheduling, and analytics to track performance.
by Answerforce
AnswerForce offers 24/7 appointment setting services to allow customers to arrange call-outs and book site visits.
by xAmplify
Integrate with xAmplify to synchronize contacts, leads, deals and vendors; helping you automate marketing your brand.
by Client Heartbeat
Client Heartbeat is a customer satisfaction survey tool that automatically surveys your customers over a period of time so you can intelligently monitor customer satisfaction to identify how happy or
by Contact Science
Appointment Setting The Contact Science software is a fast, easy and precise way for appointment setters to call 100’s of targets perfectly, simultaneously, each week and never get lost. Patented ‘pro
by Cytracom
Autotask for Cytracom Desktop Cytracom offers modern communication solutions built for managed service providers and their customers. This powerful integration brings the best parts of Autotask to you
by DarcyIQ
DarcyIQ – MCP Darcy is an AI-powered revenue acceleration platform specifically designed for B2B services companies and consulting firms. As an intelligent assistant, Darcy transforms the entire consu
by GlassHive
GlassHive addresses the sales and marketing needs of business by using intuitive tools, pre-built content, insightful data, and automation. It was created to be a platform that unites sales, marketing
by IT By Design
Team GPS Team GPS is a people management platform for technology service providers. IT By Design is bringing together Talent and Performance Management, Cultural Engagement, and Strategic Planning int
by LoyaltyLoop
LoyaltyLoop with Autotask integration is an online feedback and review management service that helps MSPs deliver exceptional customer experiences to drive growth, profits and brand equity. Using our
by Mondago
Go Integrator Mondago provide computer telephony integration (CTI) and Unified Communications (UC) products for a wide range of popular premise based and hosted telephone systems. A key component of t
by Nexa Lab
NexaSync: HubSpot to Autotask Integration NexaLab is a marketing tool automation and integration solutions provider. We empower businesses to connect, sync, and scale their software ecosystems. Our so
by PasswordBoss, LLC
Password Management Password Boss is a complete end-to-end password management solution for MSPs and their customers that features auto-login, MFA, password sharing in an easy to use interface user’s
by SmileBack
The Feedback Specialists for MSPs SmileBack for Autotask is the only customer feedback system specifically designed for MSPs and focused exclusively on customer satisfaction. Our CSAT, NPS and reporti
by SpecTronics UK
Hosted VoIP Service with Autotask Integration SpecTronics’ VoIP phone system integration with Autotask enables click to dial from within Autotask saving employee time manually dialing numbers. The int
by Whitehat Virtual Technologies
Wooster – 2-way integration Autotask & Slack At whitehat, our mission is to remove the mystery and risk from corporate IT to deliver a clear, consistent, and process driven IT experience. Our client-f
by Account Management for
CloudRadial is a fresh approach to account management that brings together information, training, service and productivity in a dashboard that MSPs provide to clients and end-users. It helps MSPs grow
by Work 365
Designed for IT Service Providers, Work 365's integration with ConnectWise streamlines and automates CSP operations such as provisioning Microsoft Cloud Services (M365, D365 and Power Platform) with P
by Active Directory Contacts
GC – AD CW Contacts Sync lets you upload your user accounts and contacts in Active Directory to ConnectWise Manage.
by CompTIA
CompTIA is a leading voice and advocate for the $5 trillion global information technology ecosystem; and the more than 50 million industry and tech professionals who design, implement, manage, and saf
by SalesSync
Created by MSP experts, SalesSync is the only solution purpose-built to seamlessly connect HubSpot and ConnectWise. With true bidirectional sync, automated status updates, and flexible customization,
by Binox MSP
Binox is a SaaS solution built by MSPs of data, insights, and integrations to help MSPs identify, engage, quote and close more deals all within one platform.
by Aritic PinPoint
Aritic PinPoint is full-stack marketing automation software platform in cloud for digital marketing team or growing business. It has landing page builder, lead scoring, lead tracking, lead nurturing,
by B2BToolbox
B2BToolbox was originally designed to help imaging and technology resellers provide customers a more optimized shopping experience. It is further capable of advancing businesses within the technology
by Tigerpaw
Tigerpaw is a business automation software solution available for IT and technology professional services providers.
by HeyHappy
HeyHappy helps MSPs and service-based businesses improve customer satisfaction and generate 5-star Google reviews—all through one simple follow-up tool. Automate post-service check-ins, gather feedbac
by Plumly
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 spee
by Kaseya
MSP Quoting Software for Streamlined Sales and Procurement. Revolutionize sales with Kaseya Quote Manager. Transform your sales process. Streamline quoting, procurement and boost revenue. Your strategic advantage in sales awaits.
by Technology Marketing Toolkit
There is no doubt about it: Robin Robins, and the team at Technology Marketing Toolkit, have helped more MSPs and IT services businesses to double – even triple – sales, profits and MRR growth than any other marketing consultant in the IT services industry, period. As a trusted advisor to over 10,000+ IT services business owners for two decades, Robin knows a thing or two about what it takes to grow sales, recurring revenue streams and a profitable client base for an IT services business.
by SimplyBook.me
SimplyMeet.me is an efficient solution for meeting scheduling. It allows anyone to connect their personal and work calendars easily and lets people effortlessly schedule one-on-one and team meetings. It's the ideal solution businesses with big sales, marketing and HR teams who need to schedule internal and/or external meetings.
by clickfunnels
Convert your online visitors into paying customers with the best funnel builder on the planet. Easy to use, incredibly fast, and optimized to turn clicks into cash.
by The Quote Pros
ConnectWise CPQ is a great tool that you've likely invested plenty of time and money into, but it can often times easily become overcomplicated and unintuitive if it isn't setup correctly. If you're l
by TurboDocx
TurboDocx Writer brings the power of TurboDocx directly into Microsoft Word. This add-in lets MSPs fill out templates, inject AI-generated content, and prep documents for signature—all without leaving Word. Perfect for teams who already live in Word but want the automation and consistency of TurboDocx. Browse and use your saved templates inside WordInsert data from your CRM, PSA, or project toolsAuto-fill repetitive content with a clickFinalize documents for e-signature with TurboSignTurboDocx Writer gives your team the tools to move faster—right where they already work.
by Highground.io
HighGround is your cybersecurity sales assistant, built by an MSP in Scotland who knows how difficult it is to tell cybersecurity to small businesses. Whether you're an owner, account manager or sales executive, HighGround is here to help you: save time writing proposals your customers don't readshow the business value in investing in your cybersecurity services increase your MSPs cybersecurity sales reduce your MSPs liabilities associated with your your customers poor security decisionsshow prospects you are a security-first MSP So go on, sign up for a free trial or book a demo at https://www.highground.io and use it with a real customer - the results will speak for themselves.
by Marketopia
If you are looking for digital marketing campaigns in a box, marketing collateral, or sales proposal templates this is for you! Why pay thousands to an agency when you can get almost anything you want for $99!
by Salesbuildr
Salesbuildr is the ultimate sales and revenue platform for growing MSPs. Our solution streamlines what you sell, how you sell, and who you sell to, helping you overcome common sales challenges like lack of insights and inefficient resource allocation. Key features include centralized CRM integration, automated portfolio management, comprehensive sales pipeline tracking, and an advanced template library. With Salesbuildr, you save time, generate accurate proposals, and impress customers. Start your free trial today and transform your sales process. Visit our website for more details and pricing.
by Marketopia
If your budget is tight and you just want the MSP industry's best sales and marketing training, this product is for you! Built by an industry leader, this training will teach you how to market, sell, manage your customers, and even increase the value of your business!
by Marketopia
Are you serious about growing? Do you want sales and marketing training, a system with hundreds of campaigns for you to execute, or even a full-service "done for you" type program that will generate 5, 10, even 100 qualified appointments per month? If so, you found it. Training from $79 and Marketing from $699!
by UpSlide
Build Better Documents Faster with UpSlide's Document Generation Solutions Create flawless, brand-compliant presentations and reports in less time with UpSlide, the leading productivity and branding solution for financial and professional services firms. Document Automation: Fuel your efficiency with automated document creation. Brand Compliance: Turn every employee into a brand ambassador to guarantee compliant and consistent deliverables. Reporting Automation: Streamline report creation and tell more compelling stories with data. Content Enablement: Enable sales and consulting teams to instantly find best-in-class materials. For - Investment Banking - Advisory - Asset Management - Private Equity - Financial Reporting
by ThreatCaptain
ThreatCaptain uniquely empowers MSPs to translate complex cybersecurity into clear financial terms for clients. It estimates the potential financial impact of a cyber breach and assigns an insurability score to vividly communicate current security posture. ThreatCaptain also quantifies the risk reduction from existing security practices. The platform delivers a powerful report, highlighting crucial findings from this high-level consultation, giving MSPs the perfect tool to demonstrate the monetary value of their solutions and confidently propose products to resolve identified security gaps. This shifts the conversation from technical jargon to tangible financial protection, positioning MSPs as indispensable, financially-savvy advisors.
