ConnectWise
For managed IT companies the world over who need a complete software solution to manage their operational business activities, ConnectWise has become the de facto watchword and standard. For everything from work tickets to project management, marketing, and contract billing ConnectWise has the functionality that managed IT companies and even software developers require.
Information Technology and Managed Services Providers the world over have discovered the tremendous value of premier providers of industry-specific business management software tools. With solid, innovative solutions and integrations to key technology partners, ConnectWise PSA helps companies gain control of the many aspects of their business that have traditionally been loosely managed.
Quosal’s integration with ConnectWise leverages the great API’s and web services provided by ConnectWise for our trademark smooth, seamless integration. By using Quosal and ConnectWise CRM, IT companies obtain the perfect tool for IT business automation. Quosal SAAS or licensed versions each run seamlessly with ConnectWise hosted or licensed versions.
The Quosal integration with ConnectWise includes:
- Customers & Contacts
- Opportunities
- Quote to Project Invoice
- Activities
- Products
You can also use your ConnectWise and Quosal integration to leverage:
- Your ConnectWise Accounts and Contacts within Quosal.
- Activities in your ConnectWise system from Quosal.
- Complete integration with ConnectWise opportunities with flexible options to support your business.
- Dynamically attached Quosal documents via “drag and drop” functionality to ConnectWise.
- Create ConnectWise-interactive workflow in Quosal as your quote and proposal progresses.
- Create service tickets in ConnectWise directly from Quosal as quotes are completed.
- Use ConnectWise products in Quosal, and dynamically create new product table entries in ConnectWise as you quote.
- Dynamic mapping of distributor product data to ConnectWise product types and classifications.
To learn more about Quosal’s Integration with ConnectWise check out the 10-minute tour: ConnectWise Integration video.
