ConnectWise and QuoteWerks

Wizard Systems
Unit 7 Badminton Court
Station Road, Yate, Bristol, BS37 5HZ, UK.
01454 316800
wizard1@wizard-systems.com

QuoteWerks and ConnectWise PSA Integration

ConnectWise PSA is the end-to-end, fully integrated solution developed just for IT companies, with custom workflow configuration to meet the exact needs of your business.

ConnectWise PSA super-charges QuoteWerks for IT companies to accelerate opportunities through your pipeline and increase control of your sales process, maximizing revenue potential and increasing profitability. Two-way integration eliminates dual data entry and allows you to manage service requests and projects through ITIL best-practice processes from quote to completion.

ConnectWise PSA integration to QuoteWerks provides:

  • Seamless workflow through one-click access and real-time visibility between ConnectWise and QuoteWerks.
  • Prompted opportunity creation in ConnectWise when new quotes are created.
  • Automatic tracking of revised quotes in ConnectWise client records.
  • Roll up of multiple quotes into a single ConnectWise opportunity.
  • Single click conversion of quotes into service requests or projects.
  • Complete tracking through all phases of business development so opportunities are not lost.
  • Comprehensive management reporting for maximum conversion of opportunities in pipeline.