ConnectWise Sell Integration
ConnectBooster provides a direct payment for ConnectWise Sell. Simplify accepting payment via quote using ConnectBooster’s integration with ConnectWise Sell.
Get Integrated with ConnectWise Sell Today!
Automate the entire process of collecting payment via quotes with ConnectBooster’s ConnectWise Sell Integration. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and eliminate time-consuming billing tasks to get paid on time, every time.
How ConnectWise Sell And ConnectBooster Help Your Business With Billing
Designed for IT Service Providers, ConnectBooster eliminates common billing problems with the sales funnel and quotes. Prospects and customers have the ability to pay their quote generated from ConnectWise Sell immediately, all without the need for your team to generate a new invoice. Not only can customers pay by their preferred payment method, but payments used on the initial quote can be saved for future single-use and recurring payments; saving your accounting team countless hours of manually asking for a payment method every month.
ConnectWise Sell is a cloud-based quoting software designed to help businesses easily create quotes and proposals for sales.
Give Customers A Better Billing Experience With ConnectBooster And ConnectWise Sell
With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.
In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives ConnectWise Sell users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.
Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster’s integration with ConnectWise Sell offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.
Standard Benefits ConnectWise Sell Users Receive
Simplify the PCI Compliance process.
Save 2-4 hours a week on redundant accounting tasks.
Lower accounts receivables by 30 days.
Increase billing transparency with customers.
Key ConnectWise Sell Integration Features
- Accept credit card and ACH payments directly on quote acceptance template.
- Automatically pay invoices based on recurring & fluctuating agreements set in ConnectWise Manage.
- Securely store customer payment data offsite.
- Customizable/branded portal (logos/colors & ad-cards).
- Automated new invoice notifications.
- Automated invoice past due/collection notifications.
- Automated account summary notifications.
- View if clients are receiving invoices through email history tracking.
- Automatically update customers’ cards when issuing bank makes changes.
- Automatic and on-demand integration sync capabilities.
Setting Up Your ConnectWise Manage Integration Is Easy
Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.
Already a ConnectBooster partner? Click here to set up your integration.
Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value.