TeamFocus
Monthly
Partnership

The FocusPlanit team partners with your team to manage your ConnectWise

Features:

  • Customized Offering Tailored to Your Business Needs
  • Assistance with 3rd Party Integrations
  • Unlimited Maintenance and Administration Hours
  • Full Access to the Entire FocusPlanit Team
  • Fixed Monthly Budget*

What’s Included:

  • Development of Business Processes**
  • ConnectWise PSA Consulting and Administration
  • ConnectWise CPQ Consulting and Administration
  • Hands-on Training and Guidance for Quote to Cash Workflow
  • Custom CPQ Quote forms
  • Personalized ConnectWise Configuration Settings
  • Best Business Practices
  • Hands-on ConnectWise Training for Your Team

Available Add-Ons:

  • Onsite Training
  • Staff Augmentation
  • Centralized Office Services including:
    • Agreement Invoicing
    • Time & Materials Invoicing
    • Project Invoicing
    • Special Invoices (Credit Memos, Down Payment, Miscellaneous)
    • Quote to Cash Processing
    • Opportunity Conversions
    • Creation of Sales & Purchase Orders, Tickets, Projects and Associated Invoices

* Packages offered as one year but can be financed monthly.
** Custom reporting or RMM consulting not included.

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