Strategy

As your partner, we will help you develop the right strategy to meet your business goals.

Structure

We will help you identify the right structure and necessary tools needed to keep your office running smoothly.

Support

We offer support in your sales processes, your operational systems, and your finance tools.


Sales Processes


Quoting
Sales Management
Sales Reporting
Product Catalog
Opportunity Management
Leads Management
Procurement
Sales Orders


Operations


Automation
Service desk
Dispatching
Project Management
Time Management
Scheduling
RMM Integration
KPI Reporting
SLA Management
Vendor Management
Relationship Management
Onboarding


Finance


Invoicing
QuickBooks, Xero, Sage and Others
Agreements
Reporting
Payment Collection Integrations
Purchase Orders
Expense Management
Product Catalog Management


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2
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1

Strategy

Your goals, our expertise.

As your partner, we will help you develop the right strategy to meet your business goals.

2

Structure

Build a better business foundation.

We will help you identify the right framework and necessary tools needed to keep your office running smoothly.

3

Support

We’re everywhere so you don’t have to be.

We offer support in your sales processes, your operational systems, and your finance tools.

Our Philosophy


Are you using your business systems to its fullest potential? We understand that owning a business often means there are not enough hours in the day. You’ve already made the investment, but with so many options you may not be using the software to its fullest extent. We want to optimize your system and change it from an expense into your most valuable asset. Working with our dedicated team of consultants, we’ll look at your implementations to identify and streamline the gaps within your current processes.

FocusPlanit is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these software solutions. Our hands-on experience working with hundreds of Managed Service Providers (MSPs) as well as our vast knowledge of the industry, allows our team to provide the unique ability to advise and teach your organization far beyond just the basics.



Partners / Programs

 

30

Years working with ConnectWise

23

Programs Supported

500+

Partners in Business

35 YEARS

Industry Experience