CRM/PSA Archives - ConnectBooster https://www.connectbooster.com/integration_category/crm/ Automate Getting Paid Thu, 08 Jun 2023 20:57:38 +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 CRM/PSA Archives - ConnectBooster https://www.connectbooster.com/integration_category/crm/ 32 32 Autotask Integration with ConnectBooster https://www.connectbooster.com/integrations/autotask/ Tue, 23 May 2023 15:10:54 +0000 https://www.connectbooster.com/integrations/autotask-copy/ Fully automate your billing process and stop manually reconciling transactions between Autotask and your accounting software.

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Meet the Autotask PSA integration
that turns your invoices into cash—
automatically.

Automate your entire collection process with the
ConnectBooster + Autotask integration.

Request a demo

Billing & Collections Without The Hassle

Collecting payment on variable billing each month
consumes a lot of human effort and it shouldn t have to.

Request Demo

Reduce your aging accounts
receivables by 30 or more
days.

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Eliminate up to 20 hours each
month of time-consuming billing
and accounting tasks.

Get paid on time, every time
with intelligent autopay.

Fix your cash flow with
predictable, on-time
payments

Save money every month by
recouping credit card processing
fees

Make it easy and necessary
for customers to pay.

Get Paid Effortlessly with the Autotask &
ConnectBooster Integration

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Designed specifically for IT service providers to eliminate common billing problems that consume hours of time

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Bill and collect customer payments based on pre-set rules and contracts in your Autotask software, even variable or fluctuating billing amounts to prevent billing errors.

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This intelligently designed integration is proven to save MSPs time, money and hassle every month

Request Demo

Just ask our customers . . .

We have used ConnectBooster for over 2 years now, and they have been an invaluable asset to our company. Before
ConnectBooster, our accounting staff literally spent several DAYS per month, manually billing credit cards in QuickBook,
dealing with getting and updating cards, re-processing failed payments, and more. ConnectBooster has allowed us to
fully automate that process and never have to touch a user s credit card. (PCI Compliance . . .Done!)

Chris Amori, Partner

Network Depot

Give Customers a Better Billing Experience with ConnectBooster and Autotask

Radically increase your cash flow.

Imagine getting paid immediately after sending an invoices.
ConnectBooster s advanced AutoPay takes automated invoices
from Autotask PSA even on agreements with variable billing.

Empower your customers.

Your customers get 24/7 access to their records, statements and
payment preferences, and an easy, tech-empowered payment
experience in a branded customer portal

Get your time back.

Say goodbye to tedious accounting tasks, including invoice
reconciliation, dunning notices, data entry, customer
communications and more.

Recoup fees.

Give clients the ability to pay via their preferred credit or debit
card. Autotask users also have the ability to recoup processing
fees

ConnectBooster Features

Payment of Invoices

Invoices can be paid and reconciled
back to the accounting platform

Service Boards

Customers can view and enter service
tickets for the applicable PSA service
board.

PDF Invoices

Send email, invoice and summary notices with
a PDF attachment of the PSA invoices.

Autopay Rules

AutoPay settings can be configured based
on the PSA agreement and/or invoice line
items

Customer Permissions

Import customer contact lists and
permission settings to easily enable and
align permission settings.

Hidden Companies

Companies/accounts can be hidden by
selecting the applicable PSA platform
customer status or customer type.

Coming soon!

Autotask Electronic Payments​ powered by ConnectBooster

ConnectBooster will automate the entire process from when you send out the invoice, making it easier for customers to make
payments on invoices that are generated in the Autotask PSA platform with just a click of a button. Give customers alternative
ways to pay via credit cards and ACH and avoid the hassle of paper checks.

Get Started in 3 Simple Steps…

1

Schedule a Discovery Call 

Talk with our team to see how you can save time and money while collecting faster. 

2

Accept Your Quote 

After we talk, you’ll receive a custom quote tailored to the size and needs of your business. 

3

Onboard & Love Month-End 

A support member will get you and your team set up and trained in a single two-hour call. 

Ready to see for yourself why MSPs that use Autotask PSA love
ConnectBooster? Contact us today!

Request Demo

Case Studies

About Logicspeak

Established in 2004 and based in Atlanta, Ga., Logicspeak employs 11 people and serves more than 70 clients. The company provides managed IT services for local, small businesses and delivers specialized technology support, including CAD and project management solutions, to area engineering firms. 

Learn more

About Logicspeak

Established in 2004 and based in Atlanta, Ga., Logicspeak employs 11 people and serves more than 70 clients. The company provides managed IT services for local, small businesses and delivers specialized technology support, including CAD and project management solutions, to area engineering firms. 

Learn more

About Be Structured Technology Group 

Since 2007, Los Angeles-based Be Structured Technology Group has supported for profit and nonprofit organizations.

Learn more

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]]> https://www.connectbooster.com/wp-content/uploads/2020/09/Autotask-Logo.png image/png Kaseya Integration By ConnectBooster https://www.connectbooster.com/integrations/kaseya/ Fri, 26 Jul 2019 15:00:27 +0000 https://test-connectbooster-19.pantheonsite.io/?post_type=project&p=16709 You can set automatic billing to contracts created in Kaseya BMS and send detailed email invoices for every time you bill a client.

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Kaseya BMS Integration

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

Get Pricing

Get Integrated with Kaseya BMS Today!

Automate your entire collection process with ConnectBooster’s Kaseya BMS 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 Kaseya BMS 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 collections process, ConnectBooster automatically collects payments based on pre-set rules and contracts in your Kaseya BMS software. Even if an invoice includes variable or fluctuating billing amounts, ConnectBooster pulls information directly from your customer agreements in Kaseya BMS, saving your accounting team countless hours of manually adjusting invoices, as well as preventing billing errors.

Get Pricing
ConnectBooster Integration - Kaseya

Kaseya BMS is a Business Management Solution (BMS) tool that assists MSPs with client monitoring, managed IT, security, and various other features.

Give Customers A Better Billing Experience With ConnectBooster And Kaseya BMS

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 Kaseya BMS 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 Kaseya BMS offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits Kaseya BMS 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.

Get Pricing

Key Kaseya BMS Integration Features

  • Accept credit cards & ACH payments.
  • Automatically pay invoices based on recurring contracts, even fluctuating amounts derived from CSP Boss and Kaseya BMS.
  • Great for cloud solutions like Microsoft® Office 365™ that is usage or user-dependent type contracts.
  • Synchronize Kaseya BMS contacts and email addresses for easy client login.
  • Easily View and Print identical Kaseya BMS invoice template copies.
  • Service ticket creation directly onto Queues.
  • View existing projects, quotes & contracts.
  • 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.
  • 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. 

The post Kaseya Integration By ConnectBooster appeared first on ConnectBooster.

]]> https://www.connectbooster.com/wp-content/uploads/2020/09/Kaseya-Logo.png image/png ConnectWise Manage Integration With ConnectBooster https://www.connectbooster.com/integrations/connectwise/ Tue, 23 Jul 2019 14:35:55 +0000 https://test-connectbooster-19.pantheonsite.io/?post_type=project&p=16647 Tired of spending hours matching invoices between ConnectWise Manage and your accounting software? We do the work for you.

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ConnectWise Manage Integration

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

Get Pricing

Get integrated with ConnectWise Manage today!

Automate your entire collection process with ConnectBooster’s ConnectWise Manage 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 Manage 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 collections process, ConnectBooster automatically collects payments based on pre-set rules and contracts in your ConnectWise Manage software. Even if an invoice includes variable or fluctuating billing amounts, ConnectBooster pulls information directly from your customer agreements in ConnectWise Manage, saving your accounting team countless hours of manually adjusting invoices, as well as preventing billing errors.

Get Pricing
ConnectBooster - Integration - ConnectWise Manage

ConnectWise Manage is a robust Customer Relationship Management (CRM) tool that helps you manage customer contacts, service ticket requests, and various other managed IT service processes.

Give Customers A Better Billing Experience With ConnectBooster And ConnectWise Manage

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 Manage 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. ConnectBooster’s integration with ConnectWise Manage offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.

Standard Benefits ConnectWise Manage 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.

Get Pricing

Key ConnectWise Manage Integration Features

  • Accept credit cards & ACH payments.
  • Automatically pay invoices based on recurring agreements, even fluctuating amounts derived from the ConnectWise Unite ecosystem.
  • Great for cloud solutions like Microsoft® Office 365™ that is usage or user-dependent type contracts.
  • Synchronize Manage contacts and email addresses for easy client login and notifications.
  • Easily view and print identical ConnectWise Manage invoice template copies.
  • Service ticket creation directly onto existing Service Boards.
  • View existing projects, opportunities & contracts.
    • 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.
    • 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. 

The post ConnectWise Manage Integration With ConnectBooster appeared first on ConnectBooster.

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