Rev.io PSA Integrations

BrightGauge, a ConnectWise solution, was started in 2011 to fill a missing need in the small-to-medium IT Services industry: a better way to manage data and provide the value of work to clients. BrightGauge Software allows you to display all of your important business metrics in one place through the use of gauges, dashboards, and client reports. Used by more than 1,800 companies worldwide, BrightGauge integrates with popular business solutions on the market, like ConnectWise, Continuum, Webroot, QuickBooks, Datto, IT Glue, Zendesk, Harvest, Smileback, and so many more. Dig deeper into your data by adding, subtracting, multiplying, and dividing one metric against another. BrightGauge automatically computes these formulas for you. Want to show your prospects how quick you are to respond to tickets? Show off your data with embeddable gauges on public sites.

Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

A secure and reliable solution for your online business. Everything you need to get started. A user-friendly control panel to manage your website. Experienced support technicians. Access to a huge library of pre-configured web apps for your website. With Sherweb as your trusted cloud partner, you’ll be surprised by what you can achieve. Our full-fledged cloud management platform, driven by evolving business needs, empowers IT professionals to leverage agile solutions paired with 5-star service by trusted experts they can count on. We’re born in the cloud – IT folks rest easy knowing our ever-expanding portfolio of innovative products has been hand-picked and pre-vetted, including a selection of proprietary software you won’t find anywhere else. We bring you a mature, powerful platform that doesn’t make you choose between saving time and saving costs. Automate and integrate just about anything, leveraging our cutting-edge APIs. 

For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Grow your business with the world’s leading IT documentation software. Serving the top-performing MSPs around the globe with over 300,000 users in 70 countries daily, and dozens of productivity and innovation awards to boot — we’ll put you on the forefront of documentation management. IT Glue provides a documentation framework that is utilized by thousands of MSPs, offering you the most trusted and optimal way of organizing your clients’ information to effectively service them. Zero degrees of separation. Link related items together, so that all the information you need is at your fingertips. Secure your world with an immutable audit trail and next-generation password management engine, which is fully integrated and linked with all of your documentation.

D-Tools System Integrator (SI) is a robust end-to-end solution that streamlines critical business processes for larger projects – including sales, system design, documentation, installation, and field service management. brightness. Quickly generate accurate, professional proposals to win more business and improve client-satisfaction. brightness. Efficiently manage project budgets and adhere to clients’ needs with estimation and budgeting tools. brightness. Maximize your site visits to quickly establish project scope and budget from your iPad. brightness. Effectively manage your sales process and pipeline with CRM capabilities.

Avoid downtime and data loss for your clients at a lower cost. Acronis Cyber Protect Cloud is the only solution that natively integrates cybersecurity, data protection and management to protect endpoints, systems and data. This synergy eliminates complexity, so service providers can protect customers better while keeping costs down. Next-generation cybersecurity. Advanced AI-based behavioral detection engine for zero-day attack prevention. Reliable backup and recovery. Full-image and file-level backup, disaster recovery, and metadata collection for security forensics. MSP-ready protection management. URL filtering, vulnerability assessments, and patch management for greater control. The traditional stack of endpoint protection products lacks integration and requires much more time for management – maintaining licenses, installing updates and patches, verifying compatibility after updates, and managing multiple policies using a variety of different user interfaces.

Avoid wasting time logging into individual accounts with central visibility of traffic to all your customers. Quickly perform advanced searches, streamlining responses to support tickets. Respond instantly by removing it, along with any other instances found, across your entire customer base, with just two clicks, and block the sender globally. Avoid tediously actioning customer by customer and create global rules applying to all/selected customers in seconds. Detect and block the full spectrum of email attacks such as business email compromise, spear-phishing, and ransomware with a powerful, yet easy-to-use solution that works out of the box. Mesh cleverly syncs both mailboxes and licensing information from Microsoft 365, ensuring the Mesh billing number matches the Microsoft billing number every month. Switching email security providers isn’t easy, especially for larger MSPs, but with our concierge service, we can do the vast majority of the setup work for MSPs.

Avalara is a scalable and efficient cloud-based solution for sales automation and tax compliance. It is an end-to-end solution for businesses looking to accurately calculate sales and comply with thousands of sales tax rules. Avalara premium features include VAT calculation, returns filing, POS, CRM, and CMS software integration, exemption certificates, and more. You’re just a few steps from making tax compliance easier to manage, more accurate, and integrated into your business systems. Tell us which ERP, ecommerce platform, or accounting software you use and how you manage tax. Implement a solution that will work for your business today and prepare you for the regulatory changes you might face tomorrow.

Sage 50 makes your business life easier. Spend less time on admin tasks, worrying about compliance or your finances. With our solution, you need fewer products to make it all happen. Work how you want, when you want with secure remote access to your company data, analytics, business contacts, customer records, critical documents, and key tasks. With Microsoft 365 integration, you have access to essential apps, like MileIQ, One Drive, SharePoint, Teams and CRM, and Sage 50 financials on any device from any location, including Microsoft Office fundamentals like Outlook, Word, Excel and PowerPoint. Outlook Connector helps you save time and organize your business by automatically syncing Microsoft Outlook contacts with Sage 50 contacts. Easily and quickly access customer balance information, credit limits, contact details and order history. Get meaningful insights into your business data with Sage Intelligence powered by Microsoft Excel and Power BI.