DeskDirector and ConnectWise Integration

ConnectWise Corporation is one of the world's leading technology solution provider. DeskDirector is integrated with ConnectWise to offer you even more!

DeskDirector's DD Portal is a customer experience portal that offers a better alternative to ConnectWise customer portal.

DD Portal was built with a strong focus on the UX/UI and perfectly synchronized with ConnectWise PSA to update your clients with fresh info to give the fastest support possible to your clients.

Updating your clients with fresh info as fast as possible is one of the key elements of superb customer service. We have addressed this call by implementing smart caching system for our ticket timeline.

How DeskDirector is better than the ConnectWise Customer Portal:

Auto Login

Getting clients to log in to a new tool is often a challenge. With DD Portal, clients can use a one time token that gets emailed to them. With DD Portal for Windows, clients are automatically logged in using Active Directory integration.

Branding

DD Portal can be branded with your name and logo, you can even customize panel colors to your company’s colors or customer’s taste.

Access from any device

Responsive design allows your clients to access DD Portal from any screen size:

Creating tickets

Creating tickets in DD Portal requires minimum effort from your clients. It is easy to navigate and provide as much info as needed upfront.

Updating tickets

Clients can easily create, review and update tickets. You can even provide them forms to complete, which ensures they provide you all the details you need to solve their problem efficiently.

Using DD Forms

Back and forth of email communication can be ineffective and time-consuming. It can take days and many attempts to get the right information from the user. With customized Forms you collect all the necessary information needed by asking right questions up front.

DD Forms

Chatting with clients

Sometimes a quick answer can save hours. DD Chat allows both the tech and end user to fire up a chat about a ticket and get straight to the matter. Every short chat is an expensive phone call avoided.

DD Portal Chat compare to Autotask

Personalized experience

Avatars are a great way to personalize your services.

Notification system

With DD Portal smart notification system you can notify your clients with ticket updates or companywide issues. Now everyone can be in the loop when things go wrong and be told when you've saved the day.

Approval Process

DD Portal's flexible approval engine allows your clients to approve work before it is performed. They may want to approve everything or just certain types of requests.

Viewing and approving quotes

Your customers can effortlessly view and approve quotes. We support ConnectWise native and advanced Quote system: Quosal. As well as QuoteWerks integration.

Viewing and approving Invoices

We support native ConnectWise invoice system, so it is easy for your clients to access ConnectWise invoices. We also support Connect Booster and Wise - Pay integrations.

Self-service, training and more

Your customers can access personalized content via the versatile Knowledge Base. You can now offer them quick access to documentation, videos and much more.