Leverage the power of your ConnectWise Manage database and quickly lookup, adjust, or add new Contacts, Numbers, Companies, and more

Don't waste time trying to figure out who is on the other end of the line. Let 1Stream work with your ConnectWise Manage database to figure out who is who. If for some reason there is no match then quickly add or update contact and company records. Do it once and it's fixed for the whole company.

Are you working with more than ConnectWise Manage? It's ok we have a good answer for when you need to have ConnectWise work nicely with other apps!

• Let's say you are using another CRM in conjunction with Connctwise Manage like Salesforce or HubSpot for example
• Maybe you are using another ticketing system alongside ConnectWise Manage
• Maybe you have multiple instances of ConnectWise Manage and what to use those in parallel

Knowledge is Power... If you can find it when you actually need it!

Forget a simple screen pop or a basic click-to-dial. It's time to get busy with real data that can either lead to a direction or solution. We want to help you go next level with: 

• Tickets
• Notes
• Time Entries
• @mentions
• Opportunities
• Activities
• Agreements
• and more

It's not just about pulling up data it's about actively working, editing, and updating it while you are in the moment!

Once again leverage your ConnectWise Manage database to set pin codes for each contact to create a new layer of security for your help desk!

Why have data all over the place? Use ConnectWise Manager to your advantage so you can validate and confirm people who are calling you. 

• Assign Pin Numbers to Contacts
• Ask for Pin Numbers in Phone System Auto Attendants and then route to different places upon success or failure
• Show successful pin number matches in 1Stream Desktop Apps

It's time to elevate your phone strategy. Let's get past the basics and use real data to route calls with a purpose.

Imagine a caller trying to reach you and being able to be precise about how that call gets routed...

• Route by Ticket Number
• Route by Order Number
• Route by Caller ID
• That's a start! More to come.

In order to bring up customer experience let's make it simple and easy to track down those conversations

Automatically upload all call records to the matching ConnectWise Manage ticket so that you can keep everyone on track and accountable.

5 Plans or Tiers of integration features to choose from:

• Lite - Basic Features
• Starter - Adds Core Business Features
• Enhanced - Adds Automation and API Features
• Enterprise - Adds more Automation and Business Intelligence Features
• Power - Adds Power Dialer Features

5 Plans or Tiers of integration features to choose from:

• Lite - Basic Features
• Starter - Adds Core Business Features
• Enhanced - Adds Automation and API Features
• Enterprise - Adds more Automation and Business Intelligence Features
• Power - Adds Power Dialer Features

We are constantly updating and enhancing our integration with feedback from our partners and users. Keep on top of our new features here!