Integration
Configurations/Assets
Sync your configurations into our new Assets module allowing you to grade and budget for your assets under management and present it in the world's cleanest Asset report!
Companies/Types/Markets/
Statuses
Sync your companies from Connectwise Manage and keep your types, markets and company statuses in sync for future deeper reporting.
Initiatives
Coming soon you will be able to organize assessment items, assets and general goals into "Initiatives" allowing you to help guide client strategy from in a cleaner way.
Coming Soon
Projects
Coming soon you will be able to see all your active and past projects in SO for quick access in the app.
Coming Soon
Tickets
Coming soon you will be able to see tickets in SO for quick access to relevant info.
Coming Soon
Agreements
Coming soon you will be able to see your agreements in SO which can be added to the budget. True budgeting is coming.
Coming Soon
Managed Users
Coming soon you will be able to see your contacts classified as managed users in SO as a total managed user count per client.
Coming Soon
