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We're Integrated

DeskDirector is integrated with the following amazing solutions

Core PSA Integrations

 

ConnectWise-Manage-Certified-Integrator

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ConnectWise Sell (Quosal)

Imagine your clients being able to access and approve the quotes you created for them, all from one friendly place without them having to log in.

Well now you can, thanks to DeskDirector and its integration with ConnectWise Sell (Quosal) Order Porter.

 

 

QuoteWerks

Imagine your clients being able to access and approve the quotes you created for them, all from one friendly place without them having to log in.

Well now you can thanks to DeskDirector and its integration with QuoteWerks QuoteValet.

 

 

ConnectBooster

Imagine your clients being able to access and pay their invoices all from an app on their desktop.

Well now you can thanks to DeskDirector and its integration with ConnectBooster!

About The Integration

Benefits
  • 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
  • Accept Payments with less PCI Compliance Responsibility
Features
  • One-stop-shop portal for both service and billing functions
  • Invoicing tab gives clients easy access to view, print, and pay their bills
  • Seamless authentication with a single username/password
  • Accept Credit Card Payments
  • Accept ACH (Electronic Check) Payments
  • Securely Store Customer Payment Data Offsite
  • Flexible AutoPay / Recurring Payment Options
  • Payment Reconciliation to the Accounting Software
  • Automated Invoice Past Due/Collection Notifications

 

Bigger Brains

Imagine your clients being able to access premium quality online training and a fully featured LMS all from an app on their desktop.

Well now you can thanks to DeskDirector and its integration with Bigger Brains!

Bigger Brains Integration

About The Integration

  • Your clients can access premium quality online training in our new inbuilt Learning Management System (DD Learn)
  • Microsoft Office course is the first course we have in DD Portal but more will be coming next year.
  • FAQ about Microsoft Office Course and Bigger Brains integration.
 

Microsoft Flow

Dynamic clients only

The DeskDirector Flow Connector provides the triggers and actions you need to integrate DeskDirector to many other apps in Microsoft Flow.

After setting up the connector, you can create flows to automate your workflows in your Flow account. Below is a workflow sample with the connector.

KB Feature Image

 

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