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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

InteGreat Web Services simplifies the process of engaging with both Collabrance and GreatAmerica while users remain within their main business management systems. In conjunction with ConnectWise, Collabrance has developed a ticketing integration that enables Managed Service Providers (MSPs) to effortlessly transfer tickets between themselves and Collabrance. This integration fosters a more cohesive and efficient collaboration when addressing customer IT issues, allowing both parties to work on the same ticket as necessary. The system ensures that information is consistently replicated, providing a unified view of customer data. A new field has been introduced specifically for the Collabrance Ticket Number, allowing users to monitor and manage customer tickets and activities seamlessly. The secure platform facilitates the sharing of information and insights, significantly reducing errors and confusion by enabling simultaneous work on the same ticket across different systems. Additionally, it automatically updates and shares customer information in real time, including crucial details such as the company name, Collabrance Ticket Number, all relevant notes, configuration name, status, site, and contact information. This integration not only streamlines operations but also enhances the overall customer service experience.

Description

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Atera No 
Autotask PSA No 
Auvik No 
BrightGauge No 
Calendly No 
ConnectBooster No 
CrewHu No 
Drift No 
Gravity Forms No 
HaloPSA No 
Jotform No 
MSPCFO No 
Microsoft 365 No 
Microsoft Intune No 
Microsoft Power BI No 
Quoter No 
Salesforce No 
Syncro No 
Wise-Pay No 
Zendesk Guide No 

Integrations

Atera Yes 
Autotask PSA Yes 
Auvik Yes 
BrightGauge Yes 
Calendly Yes 
ConnectBooster Yes 
CrewHu Yes 
Drift Yes 
Gravity Forms Yes 
HaloPSA Yes 
Jotform Yes 
MSPCFO Yes 
Microsoft 365 Yes 
Microsoft Intune Yes 
Microsoft Power BI Yes 
Quoter Yes 
Salesforce Yes 
Syncro Yes 
Wise-Pay Yes 
Zendesk Guide Yes 

Pricing Details

$110 per user per month
Free Trial No 
Free Version No 

Pricing Details

$60 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Collabrance

Founded

2009

Country

United States

Website

www.collabrance.com/what-we-do/resources/integreat

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Product Features

Enterprise Service Bus (ESB)

Data Source Connectors No 
Electronic Data Interchange (EDI) No 
Enterprise Application Integration No 
Enterprise Integration Patterns (EIP) No 
Integrations Management No 
Messaging No 

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

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