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PSA
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Payments automation to increase cash flow and streamline processes
Business Management Packages
Curated packages designed to streamline, standardize, and automate your business processes
PSA
Professional services automation designed to run your as-a-service business
CPQ
Advanced quote and proposal automation to streamline your quoting
BrightGauge
KPI dashboards and reporting for real-time business insights
ITBoost
Centralized, intuitive IT documentation
Service Leadership
Increase shareholder value and profitability
SmileBack
Customer service feedback for MSPs
WisePay
WisePay
Payment automation to increase cashflow and streamline processes
Business Management Packages
Optimize your business operations through curated packages designed to streamline, standardize, and automate your business processes
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MDR
Monitor and stop malicious activity on endpoints
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Deliver, manage, and monetize cloud security more easily
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Identify cybersecurity risks and routinely scan for vulnerabilities
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Eliminate shared admin passwords and protect customers
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Monitor and stop malicious activity on endpoints
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Monitor, protect, and remediate Microsoft 365 exposures
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Deploy 24/7 managed detection and response with SOC services
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Identify cybersecurity risks and routinely scan for vulnerabilities
Access Management
Eliminate shared admin passwords and protect customers
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Apply zero trust secure access for users, locations, and devices
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Expert guidance for business transition
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Accelerator program for incubating growth
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Insights and strategies to help your business
IT Nation Europe
Regional MSP industry conference
IT Nation Sydney
APAC MSP Industry Conference
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ConnectWise Business Management Packages
Designed for MSPs
Business Management solutions
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ConnectWise Business Management

Essentials Package
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Streamline your business with solutions that meet all your needs

The ConnectWise Business Management Essentials Package covers all the basics for creating more efficient operations to strengthen service delivery and increase customer retention. Set yourself up for success with an industry-leading PSA and tools that deliver real-time business insights.

What you get with Essentials

PSA

Manage and unify core facets of your business from CRM, Project Management, Service Delivery, Sales Management and Contract Management in one solution for streamlined operational efficiency and visibility.

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Reporting and Dashboards powered by BrightGauge

With BrightGauge Enterprise, you can connect two datasources to BrightGauge and use them to build the reports and dashboards your team needs to make data-driven decisions.

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WisePay for PSA

Streamline cashflow with WisePay for PSA. Send out Payment Links and Automate Recurring Billing, making it even easier for your customers to pay. 

*Available in Canada, USA, New Zealand and Australia.
*Not applicable with QBO or Xero

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ConnectWise RPA Starter

Remove manual processes that bog down your team by building workflows to drive powerful automation across all of your ConnectWise products.

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ConnectWise Sidekick for PSA

Boost efficiency, reduce costs, and build amazing customer experiences with AI-assisted managed services for every member of your team.

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Get the benefits of the ConnectWise Business Management Essentials Package

Manage business operations in one place

Streamline and unify core facets of your business with our industry leading PSA. Use a single tool to manage sales opportunities, project management, service delivery and contracts.

Align company - wide communication

Connect the dots of your business operations to improve handoffs for every team and function. Keep everyone moving in a unified direction and increase your ability to grow a happy customer base.

Automate to do more with less

Remove repetitive and tedious tasks and give back time to business growth. Focus on high-priority tasks and build meaningful customer relationships that help drive your business forward.

View all data in one place

Aggregate data across your techstack with BrightGauge™, a ConnectWise solution. See all your data in a single view with dashboards and reports that help you make data-driven decisions.

Compare-packages

Compare all ConnectWise Business Management Packages

ESSENTIALS
This package includes...
✓
Sales Opportunity Management
✓
Service Ticket Management
✓
Project Management
✓
Workflow Automation
✓
Procurement and Inventory
✓
Billing Management
✓
Payment Processing
✓
GL Integration
✓
ConnectWise Sidekick for PSA
✓
ConnectWise RPA Starter
✓
BrightGauge Enterprise
PRO
Everything in Essentials and...
✓
Integrated Chat Feature
✓
Change Approvals
✓
User-Based Billing
✓
Office 365 Billing, Monitoring + Management
✓
CPQ Premium
Most popular
PREMIUM
Everything in Pro and...
✓
Marketing Campaign Management
✓
BrightGauge Enterprise +
✓
SLIQ™
✓
Service Leadership Index® Quarterly Benchmarking
✓
CSAT, NPS, + Project Survey Tracking
✓
Cloud Database Access
✓
ITBoost Premium

“Without a plan and a way to measure success and excellence, it’s just smoke and mirrors. BrightGauge helps hold us accountable. Having this data at our fingertips takes the guessing game out of where we can improve.”

Brady Nash, CEO of BNG Team
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