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
  • FocusNOW Chat Support (Based on Availability)
  • Fixed Monthly Budget*

What’s Included:

  • Development of Business Processes**
  • ConnectWise Manage (PSA) Consulting and Administration
  • ConnectWise Sell (CPQ) Consulting and Administration
  • Hands-on Training and Guidance for Quote to Cash Workflow
  • Custom Sell (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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