ConnectWise Integration

How it works

First, we integrate with your current ConnectWise account to pull some basic information such as: service tickets, engineer names, time entries, etc.


Send Surveys

Next, we send surveys to the contacts that are attached to the ticket asking a couple questions:

  • How was the overall service of your company?
  • How well did the individual engineers do on that specific ticket?
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Collect Responses

After you collect some responses, view your personalized reports to maintain/improve your reputation. Our reports are great for:

  • Business reviews with your clients
  • Internal engineer ranking
  • Company benchmarking with other ConnectWise companies

Post them on your profile

Don't forget to post these reviews to your public profile. This way, popular search engines can index these reviews and help show off your reputation for the world to see.



ConnectWise Customer Satisfaction Survey (CSAT) Integration Plans

Click here for our Premium Pricing Details

Plans NEW!
CSAT FREE
Premium CSAT Premium CSAT + Profitability
Monthly Pricing Free Starts at $129 per month Starts at $249 per month
Onboarding Fee $95 - Optional $149 - Optional $349 - Required
CSAT Surveys & Reporting
Surveys through ConnectWise Closed Loop
Service Ticket Reporting for past 6 months
External Email Ticket/Project Sync and NPS Surveys
CSAT reporting up to 2 years, Engineer Leaderboard, and More
ESAT - Employee Satisfaction
Individual Technician CSAT Scores per Ticket
Technician & Account Manager User Level Dashboards
Reputation Marketing
Post ALL CSAT Responses as BizRatings Online Reviews
Basic Google Review Feature
Review Widget for your Website
Post select CSAT Responses as BizRatings Online Reviews
Advanced Google Review Feature
Settings & Notifications
Low Score Notifications
Notifcations for Daily Summaries, Employee Reminders and More
Client API Access
Multi Factor Authentication - DUO/Google
Custom Tags for Clients and Staff
Financial Reports
Financial Profitability Reporting



ConnectWise Customer Satisfaction Survey (CSAT) Premium Pricing

Please see pricing below for our ConnectWise CSAT Integration.
Pricing is based on number of ConnectWise Regular and Subcontractor Licenses

Plans Up to 10 Employees 11 to 25 Employees 26 to 50 Employees 50+ Employees
Premium CSAT*
  • CW Integrated Surveys
  • Premium Reputation Marketing
  • Custom Email Notifications
  • Engineer Leaderboards
  • Employee Satisfaction - ESAT
  • Premium Google Review Add-On
    • - Drive traffic to your Google Business page
    • - Includes reviews for Facebook, Yelp, G2 Crowd, etc
$129 per month per site $249 per month per site $369 per month per site Call
Premium CSAT + Profitability**
  • Premium CSAT Features
  • Agreement Profitability / Utilization
  • Real Time Utilization Reporting
  • Premium Google Review Add-On
    • - Drive traffic to your Google Business page
    • - Includes reviews for Facebook, Yelp, G2 Crowd, etc
$249 per month per site $359 per month per site $549 per month per site Call
*Onboarding fee for Premium CSAT - One Time fee of $149 (Optional)
**Onboarding fee for Premium CSAT + Profitability - One Time fee $349 (Required)

Interested? Sign up today!


Frequenty Asked Questions

To better help you learn about our ConnectWise Customer Satisfaction Survey Integration, we’ve compiled the following info based on questions we're asked frequently.
Have a question you don't see below? Just ask us!



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