Ecosystem Partners Archives - ConnectBooster https://www.connectbooster.com/integration_category/ecosystem-partners/ Automate Getting Paid Thu, 13 Apr 2023 09:24:56 +0000 en-US hourly 1 https://wordpress.org/?v=6.3 https://www.connectbooster.com/wp-content/uploads/2020/09/cropped-Favicon-1-32x32.png Ecosystem Partners Archives - ConnectBooster https://www.connectbooster.com/integration_category/ecosystem-partners/ 32 32 Zomentum Integration by ConnectBooster https://www.connectbooster.com/integrations/zomentum/ Thu, 25 Feb 2021 15:06:10 +0000 https://connectbooster.com/?post_type=integration&p=22226 ConnectBooster provides a direct payment integration for Zomentum. Simplify accepting payment via quote using ConnectBooster's integration with Zomentum.

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Zomentum Integration

ConnectBooster provides a direct payment integration for Zomentum. Simplify accepting payment via quote using ConnectBooster’s integration with Zomentum.

Get Integrated with Zomentum Today!

Automate your entire collection process with ConnectBooster’s Zomentum Integration. Through a custom payment portal, Zomentum users can reduce their aging accounts receivables from 30+ days to 1.5 days, and time-consuming billing tasks to get paid on time, every time.

How Zomentum And ConnectBooster Help Your Business With Billing

Getting paid has never been easier! Now your team can prepare and generate quote documents in Zomentum and collect payment upfront. ConnectBooster saves your sales and billing department time and money by letting users accept and pay for their quote in one convenient platform. This saves your accounting team time and spends up your sales funnel by reducing the amount of time it takes to accept payment on a quote.

Stop switching between tools to manage your sales cycle; ConnectBooster makes it easy for prospects to become raving customers in seconds.

Zomentum is the world’s first sales acceleration platform built exclusively for IT channel partners. It empowers MSPs to streamline sales, personalize proposals, gain instant approvals, and close more deals faster.

Give Customers A Better Billing Experience With ConnectBooster And Zomentum

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives Zomentum users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with Zomentum offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits Zomentum Users Receive

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Simplify the PCI Compliance process.

}

Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key Zomentum Integration Features

  • Accept credit cards directly from quotes.
  • U.S-based ConnectBooster product support. 
  • Easy to make payment optional or required on your quotes.
  • Accept partial or full payment amount on quotes. 
  • Show transaction history within the customer’s ConnectBooster Portal

Setting Up Your ConnectWise Manage Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.

Already a ConnectBooster partner? Click here to set up your integration.

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. 

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Datagate Software Integration by ConnectBooster https://www.connectbooster.com/integrations/datagate/ Mon, 29 Jun 2020 17:07:43 +0000 https://test-connectbooster-19.pantheonsite.io/?post_type=project&p=19181 Datagate and ConnectBooster have integrated through ConnectWise Manage, to provide a streamlined “Telecom Invoice to Payment Collection” solution.

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Datagate Integration By Connectbooster

ConnectBooster provides a direct payment and accounting integration for Datagate. Simplify your billing process using ConnectBooster’s integration with Datagate.

Get Integrated with Datagate Today!

Automate your entire collection process for telecommunication services through ConnectBooster’s integration with Datagate. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and eliminate time-consuming billing tasks to get paid on time, every time.

How Datagate And ConnectBooster Help Your Business With Billing

Designed for IT Service Providers, ConnectBooster eliminates common billing problems that prevent them from collecting predictable recurring monthly revenue. By automating the entire billing process from invoice to payment, ConnectBooster automatically collects payments from invoices generated in Datagate, then syncs that information with your accounting software and ConnectWise. With Datagate and ConnectBooster, you can now save time and eliminate data entry errors, and collect payments for telecommunications services faster, either via single-time or recurring payment.

Customers who don’t want to sign up for autopay still have the convenience of paying their bills through a secure custom-branded payment portal.

ConnectBooster Integration - Datagate

Datagate is a SaaS telecom billing and tax solution designed for MSPs that integrates with ConnectWise Manage, QuickBooks and/or Xero.

Give Customers A Better Billing Experience With ConnectBooster And Datagate

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives Datagate users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with Datagate offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits Datagate Users Receive

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Simplify the PCI Compliance process.

}

Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key Datagate Integration Features

  • Accept credit cards and ACH payments.
  • Generate telecom invoices from Datagate and view/process them as PDFs inside ConnectBooster.
  • Email Datagate Invoices and ConnectWise Invoices to customers at the same time through one convenient process.
  • Integrate with ConnectWise Manage for a fully automated collection process. 
  • Store client’s payment methods for future use through our PCI Compliant encrypted payment gateway.
  • Customizable/branded portal (logos/colors & ad-cards).
  • Automated account summary notifications.
  • View if clients are receiving invoices through email history tracking.
  • Automatically update customers’ cards when issuing bank makes changes.
  • Automatic and on-demand integration sync capabilities.
  • Automatically update clients card information from their bank.

Setting Up Your ConnectWise Manage Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.

Already a ConnectBooster partner? Click here to set up your integration.

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. 

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CloudRadial Integrations by ConnectBooster https://www.connectbooster.com/integrations/cloudradial/ Mon, 11 May 2020 20:52:10 +0000 https://test-connectbooster-19.pantheonsite.io/?post_type=project&p=19012 CloudRadial and ConnectBooster. Enjoy integrated billing and payments functionality within your client portal.

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CloudRadial Integration By Connectbooster

ConnectBooster provides a direct payment and accounting integration for CloudRadial. Simplify your billing process using ConnectBooster’s integration with CloudRadial.

Get integrated with CloudRadial today!

Automate your entire collection process with ConnectBooster’s integration with CloudRadial. Through a custom payment portal and accounting software integrations, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and time-consuming billing tasks to get paid on time, every time.

How CloudRadial And ConnectBooster Help Your Business With Billing

Designed for IT Service Providers, ConnectBooster eliminates common billing problems that prevent them from collecting predictable recurring monthly revenue. Access ConnectBooster’s billing and payments functionality through CloudRadial’s comprehensive client management portal. This powerful collaboration between CloudRadial and ConnectBooster allows your clients to view and pay invoices from CloudRadial’s system while taking advantage of CloudRadial’s full functionality. This partnership creates the ultimate client communication and payment automation tool, in one location.

Whether your customers want to pay via the convenience of recurring billing or single-time, they can enjoy the convenience of paying their bills through a secure custom-branded payment portal.

ConnectBooster Integration - CloudRadial

CloudRadial is an ITSM Customer Experience Platform that helps MSP & IT teams improve their customer experience & productivity.

Give Customers A Better Billing Experience With ConnectBooster And CloudRadial

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives CloudRadial users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with CloudRadial offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits CloudRadial Users Receive

~

Simplify the PCI Compliance process.

}

Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key CloudRadial Integration Features

  • Accept credit cards and ACH payments.
  • Integrate billing and payment functionality within your customer experience platform.
  • Clients can now view, print, and pay their bills within CloudRadial’s app.
  • Seamless authentication with a single username/password.
  • Payment reconciliation to the accounting software.
  • Automate Past Due invoice and statement email reminders.
  • Store client’s payment methods for future use through our PCI Compliant encrypted payment gateway.
  • Customizable/branded portal (logos/colors & ad-cards).
  • Automated account summary notifications.
  • View if clients are receiving invoices through email history tracking.
  • Automatically update customers’ cards when issuing bank makes changes.

Setting Up Your ConnectWise Manage Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.

Already a ConnectBooster partner? Click here to set up your integration.

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. 

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Invarosoft Integration By ConnectBooster https://www.connectbooster.com/integrations/invarosoft/ Mon, 11 May 2020 20:42:39 +0000 https://test-connectbooster-19.pantheonsite.io/?post_type=project&p=19004 Invarosoft and ConnectBooster allows your clients to view and pay invoices securely from a single integrated application.

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Invarosoft Integration By ConnectBooster

ConnectBooster provides a direct payment for Invarosoft. Simplify your billing process using ConnectBooster’s integration with Invarosoft.

Get Integrated with Invarosoft Today!

Automate your entire collection process with ConnectBooster’s Invarosoft Integration. Through a custom payment portal and accounting software integrations, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and time-consuming billing tasks to get paid on time, every time.

How Invarosoft And ConnectBooster Help Your Business With Billing

Designed for IT Service Providers, ConnectBooster eliminates common billing problems that prevent them from collecting predictable recurring monthly revenue. By combining the power of ConnectBooster’s payment proficiency with Invarosoft’s customer experience platform, businesses are able to streamline their customers’ experience. Now ConnectBooster’s payment functionality is accessible within Invarosoft, allowing your clients to request support; create, view, and prioritize service tickets; view and pay invoices safely and securely from a single integrated application, saving your accounting team countless hours of work.

ConnectBooster Integration - Invarosoft

Invarosoft is an ITSM Customer Experience Platform that helps MSP & IT teams improve their customer experience & productivity.

Give Customers A Better Billing Experience With ConnectBooster And Invarosoft

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives Invarosoft users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with Invarosoft offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits Invarosoft Users Receive

~

Simplify the PCI Compliance process.

}

Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key Invarosoft Integration Features

  • Accept credit cards and ACH payments.
  • Integrate billing and payment functionality within your customer experience platform.
  • Clients can now view, print, and pay their bills within Invarosoft’s app.
  • Seamless authentication with a single username/password.
  • Automate Past Due invoice and statement email reminders.
  • Store client’s payment methods for future use through our PCI Compliant encrypted payment gateway.
  • Customizable/branded portal (logos/colors & ad-cards).
  • Automated account summary notifications.
  • View if clients are receiving invoices through email history tracking.
  • Automatically update customers’ cards when issuing bank makes changes.
  • Automatic and on-demand integration sync capabilities.

Setting Up Your ConnectWise Manage Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.

Already a ConnectBooster partner? Click here to set up your integration.

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. 

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DeskDirector Integration by Connectbooster https://www.connectbooster.com/integrations/deskdirector/ Fri, 26 Jul 2019 18:00:03 +0000 https://test-connectbooster-19.pantheonsite.io/?post_type=project&p=16705 DeskDirector and ConnectBooster, allows your clients to request support; create, view and prioritize service tickets and much more.

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DeskDirector Integration Support

ConnectBooster provides a direct payment for DeskDirector. Simplify your billing process using ConnectBooster’s integration with DeskDirector.

Get Integrated with DeskDirector Today!

Automate your entire collection process with ConnectBooster’s and DeskDirector’s Integration. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and time-consuming billing tasks to get paid on time, every time.

How DeskDirector And ConnectBooster Help Your Business With Billing

Designed for IT Service Providers, ConnectBooster’s integration with DeskDirector combines the power of payment proficiency with customer relations expertise, giving businesses the power to streamline their client’s experience. From entering the service request to paying for the invoice, you are providing your client with a one-stop solution, increasing their stickiness to you.

This powerful collaboration between software pioneers, DeskDirector and ConnectBooster, allows your clients to request support; create, view, prioritize service tickets, and pay invoices safely and securely from a single integrated application. This partnership creates the ultimate client communication and payment automation tool.

ConnectBooster Integration - DeskDirector

DeskDirector is a software tool for MSPs designed to help monitor customer service requests, ticketing, and client satisfaction.

Give Customers A Better Billing Experience With ConnectBooster And DeskDirector

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives DeskDirector users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with DeskDirector offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits DeskDirector Users Receive

~

Simplify the PCI Compliance process.

}

Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key DeskDirector Integration Features

  • One-stop-shop portal for both service and billing functions.
  • Invoicing tab gives clients easy access to view, print, and pay their bills.
  • Seamless authentication with a single username/password.
  • Payment reconciliation to the accounting software.
  • Automate Past Due invoice and statement email reminders.
  • Store client’s payment methods for future use through our PCI Compliant encrypted payment gateway.
  • Customizable/branded portal (logos/colors & ad-cards).
  • Automated account summary notifications.
  • View if clients are receiving invoices through email history tracking.
  • Automatically update customers’ cards when issuing bank makes changes.
  • Automatic and on-demand integration sync capabilities.

Setting Up Your ConnectWise Manage Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.

Already a ConnectBooster partner? Click here to set up your integration.

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. 

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GreatAmerica Integration by Connectbooster https://www.connectbooster.com/integrations/greatamerica/ Fri, 26 Jul 2019 16:45:20 +0000 https://test-connectbooster-19.pantheonsite.io/?post_type=project&p=16707 Now instead of waiting for a monthly summary, you will be notified of paid invoices through GreatAmerica on your ConnectBooster dashboard within a day of receiving payment.

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GreatAmerica Integration Services

ConnectBooster provides a direct payment for GreatAmerica. Simplify your billing process using ConnectBooster’s integration with GreatAmerica.

Get Integrated with GreatAmerica Today!

Automate your entire collection process with ConnectBooster’s GreatAmerica Integration. Through a custom payment portal and accounting software integrations, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and time-consuming billing tasks to get paid on time, every time.

How GreatAmerica And ConnectBooster Help Your Business With Billing

Designed for IT Service Providers, ConnectBooster eliminates common billing problems that prevent them from collecting predictable recurring monthly revenue when leasing hardware. ConnectBooster automatically collects payments based on pre-set rules and contracts in GreatAmerica. Even if an invoice includes variable or fluctuating billing amounts, ConnectBooster pulls information directly from your customer agreements in GreatAmerica, saving your accounting team countless hours of manually adjusting invoices, as well as preventing billing errors.

ConnectBooster Integration - Great America

GreatAmerica is a national leasing company that provides businesses with affordable commercial equipment and technology finance services.

Give Customers A Better Billing Experience With ConnectBooster And GreatAmerica

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives GreatAmerica users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with GreatAmerica offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits GreatAmerica Users Receive

~

Simplify the PCI Compliance process.

}

Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key GreatAmerica Integration Features

  • Individual break-down of remittance payments visibility.
  • Easily transfer remittance payments to existing QuickBooks invoices.
  • Create invoice templates to automatically generate invoices in QuickBooks and match payments each month (if your invoices don’t already exist).
  • Hands-off, full automation with ConnectWise & GreatAmerica integration.
  • Securely store customer payment data offsite.
  • Payment reconciliation to the accounting software.
  • Customizable/branded portal (logos/colors & ad-cards).
  • Automated new invoice notifications.
  • Automated invoice past due/collection notifications.
  • View if clients are receiving invoices through email history tracking.
  • Automatically update customers’ cards when issuing bank makes changes.
  • Automatic and on-demand integration sync capabilities.

Setting Up Your ConnectWise Manage Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.

Already a ConnectBooster partner? Click here to set up your integration.

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. 

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Quoter Integration with ConnectBooster https://www.connectbooster.com/integrations/quoter/ Fri, 26 Jul 2019 16:35:59 +0000 https://test-connectbooster-19.pantheonsite.io/?post_type=project&p=19021 Quoter and ConnectBooster. Give clients easy and integrated payment automations, from quotes to invoices.

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Quoter Integration

ConnectBooster provides a direct payment integration for Quoter. Simplify your billing process using ConnectBooster’s integration with Quoter.

Get Integrated with Quoter Today!

Automate the entire process of collecting payment via quotes with ConnectBooster’s Quoter Integration. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and eliminate time-consuming billing tasks to get paid on time, every time.

How Quoter And ConnectBooster Help Your Business With Billing

Designed for IT Service Providers, ConnectBooster eliminates common billing problems with collecting payment via a sale quote. Clients can access ConnectBooster’s billing and payments functionality through Quoter’s easy-to-use platform. By combining the power of ConnectBooster’s payment proficiency with Quoter’s seamless pricing and quoting automations, your clients have an even simpler way to pay via single-time or recurring payments.

ConnectBooster Integration - Quoter

Quoter is a quoting platform for technology service providers designed to create automation workflows, and empower teams to create sales quotes with ease.

Give Customers A Better Billing Experience With ConnectBooster And Quoter

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives Quoter users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with Quoter offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits Quoter Users Receive

~

Simplify the PCI Compliance process.

}

Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key Quoter Integration Features

  • Integrated, convenient payments solutions within the Quoter platform.
  • Give clients easy access to pay their quotes with eCheck or credit card.
  • Seamless authentication.
  • Securely store your clients’ payment information.
  • Securely store customer payment data offsite.
  • Automated new invoice notifications.
  • Automated invoice past due/collection notifications.
  • Automated account summary notifications.
  • View if clients are receiving invoices through email history tracking.
  • Automatically update customers’ cards when issuing bank makes changes.
  • Automatic and on-demand integration sync capabilities.

Setting Up Your ConnectWise Manage Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.

Already a ConnectBooster partner? Click here to set up your integration.

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. 

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QuoteWerks Integration by Connectbooster https://www.connectbooster.com/integrations/quotewerks/ Fri, 26 Jul 2019 16:30:36 +0000 https://test-connectbooster-19.pantheonsite.io/?post_type=project&p=16717 Our integration enables that any accepted quote, with a payment, can be pulled into our secure payment gateway vault and saved.

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QuoteWerks Integration

ConnectBooster provides a direct payment integration for QuoteWerks and QuoteValet. Simplify your billing process using ConnectBooster’s integration with QuoteWerks.

Get Integrated with QuoteWerks Today!

Automate the entire process of collecting payments made on quotes in QuoteValet through ConnectBooster’s QuoteWerks Integration. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and eliminate time-consuming billing tasks to get paid on time, every time.

How QuoteWerks And ConnectBooster Help With Billing

Designed for IT Service Providers, ConnectBooster eliminates common billing problems with collecting payment via a sale quote. Prospects and customers have the ability to pay their quote immediately, all without the need for your team to generate a new invoice. Not only can customers pay by their preferred payment method, but payments used on the initial quote can be saved for future single-use and recurring payments; saving your accounting team countless hours of manually asking for a payment method every month.

ConnectBooster Integration - QuoteWerks

QuoteWerks is a sales quoting and proposal software solution, that bridges the gap between CRM and accounting software.

Give Customers A Better Billing Experience With ConnectBooster And QuoteWerks

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives QuoteWerks users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with QuoteWerks offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits QuoteWerks Users Receive

~

Simplify the PCI Compliance process.

}

Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key QuoteWerks Integration Features

  • Accept credit card and ACH payments directly on quote acceptance template.
  • Save payment information to your ConnectBooster portal for future use – automatically.
  • Payment reconciliation to the accounting software.
  • Customizable/branded portal (logos/colors & ad-cards).
  • Automated new invoice notifications.
  • Automated invoice past due/collection notifications.
  • Automated account summary notifications.
  • View if clients are receiving invoices through email history tracking.
  • Automatically update customers’ cards when issuing bank makes changes.
  • Automatic and on-demand integration sync capabilities.

Setting Up Your ConnectWise Manage Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.

Already a ConnectBooster partner? Click here to set up your integration.

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. 

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Connectwise Sell Integration by Connectbooser https://www.connectbooster.com/integrations/connectwise-sell/ Fri, 26 Jul 2019 16:15:25 +0000 https://test-connectbooster-19.pantheonsite.io/?post_type=project&p=16701 The ConnectBooster and ConnectWise Sell collaboration provides a unified login solution for your payment gateway.

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ConnectWise Sell Integration

ConnectBooster provides a direct payment for ConnectWise Sell. Simplify accepting payment via quote using ConnectBooster’s integration with ConnectWise Sell.

Get Integrated with ConnectWise Sell Today!

Automate the entire process of collecting payment via quotes with ConnectBooster’s ConnectWise Sell Integration. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and eliminate time-consuming billing tasks to get paid on time, every time.

How ConnectWise Sell And ConnectBooster Help Your Business With Billing

Designed for IT Service Providers, ConnectBooster eliminates common billing problems with the sales funnel and quotes. Prospects and customers have the ability to pay their quote generated from ConnectWise Sell immediately, all without the need for your team to generate a new invoice. Not only can customers pay by their preferred payment method, but payments used on the initial quote can be saved for future single-use and recurring payments; saving your accounting team countless hours of manually asking for a payment method every month.

ConnectBooster Integration - ConnectWise Sell

ConnectWise Sell is a cloud-based quoting software designed to help businesses easily create quotes and proposals for sales.

Give Customers A Better Billing Experience With ConnectBooster And ConnectWise Sell

With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.

In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives ConnectWise Sell users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.

Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with ConnectWise Sell offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits ConnectWise Sell Users Receive

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Simplify the PCI Compliance process.

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Save 2-4 hours a week on redundant accounting tasks.

Lower accounts receivables by 30 days.

Increase billing transparency with customers.

Key ConnectWise Sell Integration Features

  • Accept credit card and ACH payments directly on quote acceptance template.
  • Automatically pay invoices based on recurring & fluctuating agreements set in ConnectWise Manage.
  • Securely store customer payment data offsite.
  • Customizable/branded portal (logos/colors & ad-cards).
  • Automated new invoice notifications.
  • Automated invoice past due/collection notifications.
  • Automated account summary notifications.
  • View if clients are receiving invoices through email history tracking.
  • Automatically update customers’ cards when issuing bank makes changes.
  • Automatic and on-demand integration sync capabilities.

Setting Up Your ConnectWise Manage Integration Is Easy

Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.

Already a ConnectBooster partner? Click here to set up your integration.

Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value. 

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