Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Kaseya BMS is a comprehensive PSA platform that modernizes IT service delivery by automating complex workflows and consolidating business processes into one intuitive interface. It features AI-powered service desk capabilities that quickly resolve tickets with smart writing assistance and auto-suggested documentation, boosting technician productivity by 25%. The software also automates billing cycles to eliminate errors and accelerate invoice processing, supporting various billing types including time-tracked, recurring, and project-based invoices. Designed to enhance team collaboration and customer satisfaction, Kaseya BMS integrates seamlessly with existing business tools to ensure a unified, efficient workflow across IT operations.

Description

Kaseya's Quote Manager will revolutionize your sales process. Transform your sales process. Streamline your quoting and procurement to boost revenue. Your strategic advantage in the sales arena is waiting for you. Our intuitive cloud platform enables all staff to quote and sell with ease, resulting in MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. MSPs can now save time by avoiding the 20-minute ordeal. Modern electronic quotes will increase efficiency, reduce rebuilds, and speed up sales. Bid adieu to manual and time-consuming hardware acquisition. Our automation eliminates rework and streamlines the process to increase efficiency. We offer this modern solution, which eliminates manual steps and increases productivity.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Datto RMM Yes 
QuickBooks Online Yes 
Autotask PSA No 
Axonius Yes 
ConnectBooster Yes 
CrewHu Yes 
CyberFOX Password Manager Yes 
HaloITSM Yes 
IT Glue Yes 
IT Portal Yes 
Mesh Yes 
Network Glue Yes 
OnPage Yes 
Quoter Yes 
ScalePad Quoter Yes 
Strety Yes 
ThreatLocker Yes 
Zomentum Yes 
bvoip Yes 

Integrations

Datto RMM Yes 
QuickBooks Online Yes 
Autotask PSA Yes 
Axonius No 
ConnectBooster No 
CrewHu No 
CyberFOX Password Manager No 
HaloITSM No 
IT Glue No 
IT Portal No 
Mesh No 
Network Glue No 
OnPage No 
Quoter No 
ScalePad Quoter No 
Strety No 
ThreatLocker No 
Zomentum No 
bvoip No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Kaseya

Founded

2000

Country

United States

Website

www.kaseya.com/products/psa-software/

Vendor Details

Company Name

Kaseya

Founded

2000

Country

United States

Website

www.kaseya.com/products/msp-quoting-software/

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management No 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

IT Management

Capacity Monitoring No 
Compliance Management No 
Event Logs No 
Hardware Inventory Yes 
IT Budgeting Yes 
License Management No 
Patch Management No 
Remote Access No 
Scheduling Yes 
Software Inventory No 
User Activity Monitoring No 

IT Project Management

Bug Tracking No 
Issue Management No 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Portfolio Management No 
Prioritization Yes 
Product Roadmapping Yes 
Requirements Management No 
Resource Management Yes 
Status Tracking Yes 
Supports Agile No 
Supports Scrum No 
Task Management Yes 
Testing / QA Management No 
Time & Expense Tracking Yes 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management No 
Knowledge Management No 
Release Management No 
Self Service Portal No 
Service Catalog No 
Service Reporting Yes 
Ticket Management Yes 

MSP

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

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

RMM

Deployment Management No 
For MSPs No 
IT Asset Management No 
Mobile Access No 
Network Monitoring No 
Patch Management No 
Real-time Alerts No 
Remediation Management No 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

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 

Quoting

Automated Quoting No 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management Yes 

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