ConnectWise Integration

e-automate

eAutomate

e-automate is a total business management software solution for field service-oriented dealers. Since its creation over a decade ago, it has helped over 1000 companies better manage common business processes like accounting, inventory control, sales, service dispatch, contract processing and more. While robust and sophisticated, the system has an eye toward being intuitively easy to learn, understand and use.

 

eAutomate

With Relevant CRM, companies using ConnectWise for their Managed IT Services and IT Consulting divisions can now enjoy integration with e-automate. By integrating your data across department boundaries your company will eliminate double entry and improve the time to invoice. Sales teams can now share leads, customer information and improve cross-selling. This solution enables integrated profitability reporting across your entire organization.

Features & Benefits >>

Features & Benefits

  • Customer, contact and site data automatically updated in ConnectWise
  • Agreements created and updated in ConnectWise for each e-automate Contract
  • Automatically transfer service time and project time invoices to e-automate
  • Creates an associated work order, service tickets and labor items for each invoice
  • Use invoice format from either product
  • Maintains critical data for contract reporting in e-automate
  • Eliminate re-entry of data between systems

 

Sales & Support >>

Sales & Support