ConnectWise Delivers Revolutionized Experiences Across Business Management Solutions 

ORLANDO, Fla. (November 9, 2023) – ConnectWise, a leading provider of software solutions and services for technology solution providers (TSPs), today announced significant enhancements to its Business Management Solutions (BMS). These updates are prioritized from partner feedback, and designed to modernize and streamline the way partners manage projects, procurement, and the sales process. With a focus on usability, visibility, automation, and Artificial Intelligence (AI) powered by ConnectWise Asio, ConnectWise is revolutionizing how partners manage their business through team productivity and client satisfaction. 

A reimagined user experience (UX) for ConnectWise PSA starts with projects, including a modernized Gantt and a new Kanban view. Gantt and Kanban views enable project managers to easily visualize project durations and drag-and-drop tasks as projects progress. Additional new time-saving features include mass updates and quick views of project workplans. Client contact information stays up to date with real-time syncing of Microsoft 365 user data to ConnectWise PSA. Also, ConnectWise SmileBack now allows partners to trigger customer satisfaction surveys for client projects from within ConnectWise PSA. 

Innovations for ConnectWise BMS include a new product catalog for ConnectWise PSA and ConnectWise CPQ, providing quick search and customizable product lists or card-based views. The new product catalog now has even more vendor integrations. These enhancements highlight the reimagined UX rolling out across the ConnectWise BMS portfolio for increased usability, visibility, and TSP team productivity. 

Enhancements for ConnectWise CPQ continue with a new quote editor providing drag-and-drop functionality, real-time updates reflecting any changes, and undo and redo features. The quoting experience further improves with guided selling that adjusts products shown during discovery in real-time, so requoting is minimized. Also, leveraging ConnectWise WisePay, ConnectWise PSA can now accept payments, post invoices, and sync payments to QuickBooks and Great Plains. 

Additional ConnectWise PSA innovations and UX improvements are focused on AI, reporting, and time management. ConnectWise Sidekick is the generative AI chatbot that provides TSPs highly productive access to key client data in the PSA on desktop and mobile through Microsoft Teams. New time management features include capturing time entries for tasks and tickets, granular time sheet approval workflows, and mass updates. QuickSync is a new capability for ConnectWise BrightGuage, allowing TSPs to see frequent updates for new unassigned tickets, customer-updated tickets, and device availability. 

The reimagined solutions are available now.