Essential Plugins and Integrations for ConnectWise Manage to Supercharge Your IT Services

Running a successful Managed Service Provider (MSP) business requires more than just exceptional IT skills—it demands seamless operations, outstanding customer service, and efficient workflows. ConnectWise Manage is the go-to PSA (Professional Services Automation) tool for MSPs, offering the foundation you need to run your business. But did you know you can elevate its performance with the right plugins and integrations?

This post dives into the essential plugins and integrations that MSP owners can use to get even more out of ConnectWise Manage, making operations smoother, boosting productivity, and supercharging customer satisfaction.

Why ConnectWise Manage is Critical for MSPs

Think of ConnectWise Manage as the nervous system of your MSP—it connects your team, clients, and processes for a cohesive, data-driven operation. Whether you're tracking tickets, managing client contracts, or scheduling resources, the platform simplifies your daily grind and gives you an edge in a competitive market.

Still, no software can handle every nook and cranny of your business on its own. That’s where plugins and integrations come in. They bridge gaps, laser-focus workflows, and unlock the full potential of tools like ConnectWise Manage.

Essential Plugins for ConnectWise Manage

Plugins are like cheat codes for MSPs. These simple add-ons can instantly enhance your ConnectWise Manage functionality and take it to the next level. Here are some of the best picks:

1. SmileBack

Do you know how happy your customers really are? SmileBack focuses squarely on Customer Satisfaction (CSAT) surveys, allowing you to gather immediate feedback from clients after closing tickets. It's easy to use, integrates seamlessly with ConnectWise Manage, and even provides detailed analytics to help you improve your service.

Why MSP Owners Love It: 

Great customer service means happy clients and reliable recurring revenue. SmileBack helps you identify pain points—before they become churn.

2. Wise-Sync

Tired of reconciling payments manually? Wise-Sync integrates with ConnectWise Manage to synchronize your accounting systems, such as QuickBooks or Xero, streamlining your invoicing and payment processes.

Key Benefits: 

Reduce human error, save time, and gain real-time insights into finances.

3. BrightGauge

BrightGauge offers dynamic dashboards and reporting, helping you create beautiful, real-time data visualizations from your ConnectWise Manage data. Need to showcase KPIs or metrics to your clients or your internal team? This plugin makes it easy.

Pro Tip: 

Use BrightGauge to provide more transparency to your clients about their services. Regular client scorecards are a fantastic proof of value.

4. TimeZest

Struggling to schedule calls or follow-ups with clients? TimeZest eliminates the back-and-forth by integrating scheduling directly into ConnectWise Manage. Clients can book time based on your team’s availability without the hassle of emails or phone calls.

5. ITBoost

Managing documentation is tough, yet critical for MSP success. ITBoost integrates with ConnectWise Manage to centralize your documentation, password management, and SOPs (Standard Operating Procedures) all under one roof.

Why It Matters: 

With ITBoost, your team saves hours searching for data, reducing downtime during client issues. 

Integrations to Supercharge Your MSP

While plugins optimize ConnectWise Manage, integrations with other tools allow your MSP to function as one cohesive unit. These connections simplify processes and reduce the friction between platforms. Here are the top integrations MSP owners should consider:

1. Microsoft Teams Integration

Improve team communication with a Microsoft Teams integration. ConnectWise Manage can automatically send ticket updates, priority alerts, or client communications directly to Teams channels, reducing response time and keeping your team aligned.

Example Use Case: 

A ticket marked as “High Priority” in ConnectWise Manage instantly pings your NOC (Network Operation Center) team via Teams. Everyone’s on the same page—fast.

2. Zendesk for Customer Service

Already using Zendesk to handle customer support tickets? Integrating it with ConnectWise Manage creates a seamless flow of information between your help desk operations and your PSA platform.

Why It’s Important: 

Prevent miscommunication across platforms by syncing tickets, updates, and responses.

3. Datto RMM Integration

If you use Datto Remote Monitoring and Management (RMM), integrating it with ConnectWise Manage ties your ticketing system directly to real-time monitoring alerts. Your technicians can jump straight into action as alerts automatically generate service tickets.

4. Mailchimp or HubSpot CRM

For MSPs focused on scaling, integrating a marketing tool like Mailchimp or HubSpot with ConnectWise Manage makes it easier to launch email campaigns, nurture leads, and track sales pipelines.

Example Use Case: 

Send automated emails to upsell service packages based on data already stored in ConnectWise Manage.

5. QuickBooks or Xero

Ensure your accounts stay error-free with seamless billing integration. Link your ConnectWise invoicing directly to your accounting software for automated syncing and reconciliation.

MSP Best Practices for Plugins and Integrations

Choosing the right plugins and integrations is only part of the process. Doing it efficiently (and strategically) is what separates thriving MSPs from those just getting by. Here’s how to make it work for you:

1. Evaluate Your Needs

Don’t integrate tools just for the sake of it. Are you looking to improve customer satisfaction, reduce delays, or automate operations? List out your biggest pain points before making decisions.

2. Focus on Ease of Use

Always prioritize user-friendly plugins and integrations. The last thing any MSP owner wants is to spend weeks training their team on how to use a clunky add-on.

3. Test Before You Commit

Most plugins and integrations offer free trials. Test-drive them to ensure they fit your workflow before making a long-term commitment.

4. Regularly Review Performance

Have periodic check-ins to review whether these integrations are delivering value to your business. It’s all about continuous improvement.

Supercharge Your MSP with Expert Guidance

Managing an MSP while also choosing and implementing the right tools can feel overwhelming, even with amazing software like ConnectWise Manage. That’s where partnering with experts can make all the difference.

At Bering McKinley, our consultants specialize in helping MSPs like yours implement the plugins and integrations that will have the biggest ROI. From strategy to execution, we ensure your operations run smoothly and efficiently.