GreatAmerica ConnectWise Integrations

ConnectWise Sell

This integration gives you the ability to stay in the system you use every day for quoting and proposing, and include a monthly lease payment on your quotes. The integration uses real-time lease rates to calculate monthly payments to fit the terms and purchase options you choose. Those terms are customizable for each client’s quotes, and can include your SLA monthly payment to present a Hardware as a Service-like solution.

Features of this integration:

• Quote Multiple Finance Options
• Place Monthly Payments on Proposals
• Bundle Hardware Payment & SLA Monthly Payment

TAKE A QUICK TOUR  

ConnectWise Manage

Send and receive critical information without leaving ConnectWise.

• Submit Credit Applications
  • Pass deal information from ConnectWise opportunity to GreatAmerica
  • Compatible with ConnectWise Sell and QuoteWerks quoting integrations
• Flexible Invoicing:
  • Variable billing capabilities
  • Single invoice solution
• Delinquency Reporting
  • Service tickets created when customers' payment not received
  • Real-time customer payment info
• Quick Access to GreatAmerica and info-zone.com
• Collabrance Ticketing Automation
  • Gain access and share customer information seamlessly and securly in real time
  • Collaboratively work with a Master MSP on customer tickets

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RELATED TOPICS:

eBook: Quoting Best Practices

Blog: This Is Why You Are Overwhelming Your Clients with Options

Blog: Shrink the Gap Between Cash & As-A-Service Quotes