ConnectWise is a leading software platform for technology companies used to manage all of the functions of the business in one software such as Project Management, Finance & Billing, and Workflow Automation allowing for seamless automation of process and procedures. ConnectWise links Customer Relationship Management (CRM), and Help Desk & Customer Service.

Equilibrium has been helping IT service providers implement ConnectWise by providing:

  • Virtual Administrator Services by our ConnectWise Certified Professional Administrator
  • Reviews of current operational processes to determine potential automation
  • Recommendations on industry best practices
  • Documentation on processes and procedures that we develop for your team
  • Training and use to maximize productivity by the members of your team
  • Coaching to help with best practices and workflow
  • Complete rework of service boards, agreements, time and expense, etc.

Allow us to help your team optimize and automate workflow so they can spend more time building relationships and the bottom line.

Download a brochure on our Virtual Assistant Program or an Automation Engagement with Equilibrium