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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

ShieldPSA is a Professional Services Automation (PSA) solution tailored for Managed Service Providers (MSPs) and IT service teams, unifying crucial service management and business operations within a single interface. This platform streamlines the handling of customer inquiries, support tickets, service level agreements (SLAs), project management, contract oversight, time logging, billing processes, and comprehensive reporting. By offering tools that cover the entire service lifecycle—from the initial intake and prioritization of service requests to their resolution, alongside time tracking, contract handling, and invoicing—ShieldPSA ensures a seamless experience. Furthermore, it features automation of workflows, service catalogs, management of customer and contact details, insightful reporting, a client portal, and various integrations to enhance daily operations for MSPs. With a focus on helping MSPs consolidate their service functions, the platform enhances visibility into both technician and customer interactions, standardizes workflows, and optimizes the management of recurring services for greater efficiency. Additionally, ShieldPSA is available as a free PSA platform, with optional professional services designed to support advanced needs and further enhance productivity. This combination of features makes it an invaluable tool for teams striving to improve operational effectiveness and customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Accelo Yes 
Axonius Yes 
Backup Radar Yes 
Barracuda SSL VPN Yes 
BrightGauge Yes 
HaloPSA Yes 
Kaseya VSA Yes 
Montra Yes 
MyGlue Yes 
Quoter Yes 
ScalePad Backup Radar Yes 
ScalePad Lifecycle Manager Yes 
ScalePad Quoter Yes 
Simplesat Yes 
The Thrive Platform Yes 
ThreatLocker Yes 
Zomentum Yes 
vCIO Hero Yes 
vCIOToolbox Yes 

Integrations

Accelo No 
Axonius No 
Backup Radar No 
Barracuda SSL VPN No 
BrightGauge No 
HaloPSA No 
Kaseya VSA No 
Montra No 
MyGlue No 
Quoter No 
ScalePad Backup Radar No 
ScalePad Lifecycle Manager No 
ScalePad Quoter No 
Simplesat No 
The Thrive Platform No 
ThreatLocker No 
Zomentum No 
vCIO Hero No 
vCIOToolbox No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$0
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 Yes 
Mac Yes 
Linux Yes 
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) Yes 
In Person Yes 

Types of Training

Training Docs No 
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

Vembu Technologies

Country

United States

Website

www.bdrshield.com

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 

Professional Services Automation

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

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