Customer Relationship Management (CRM)
List countries DDL, List currencies DDL, List custom fields DDL, List invoice delivery methods DDL, Create company, Create company type, Create company type association, Create contact, Create invoice, List billing setups DDLShow all
By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Connect the dots between chat communications and managed services with ConnectWise + Microsoft Teams integrations on the Tray Platform. Anyone can use our low-code, visual builder to drag-and-drop together Teams, ConnectWise, and any other data source, including email, FTP, webhooks, and even flat files such as CSVs, without extensive IT resources.
Stand up custom API integrations in minutes to unsilo data across Teams, ConnectWise, and any other tools in your tech stack, including your CRM, support helpdesk, incident management, marketing automation, and email survey tools, among many others. Now you can sync important messages and customer data anywhere across your tech stack.
You can also use our platform to quickly stand up custom ConnectWise + Teams automation to ensure tight communication and flawless follow-up on any managed services issues for all your customers. We make it fast and easy to take your server, firewall, and router management to the next level by syncing ConnectWise features with data within Teams and every other tool you use every day.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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