ConnectWise Business Management

Essentials Package

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.

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.

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

ConnectWise RPA Starter

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

ConnectWise Sidekick for PSA

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

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 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

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

BNG Team

IT Nation Evolve™

IT Nation Connect™ Global

Service Leadership, Inc.®

Product Training

Calendar

What's New