CrushBank is excited to announce an update to its Data and AI Platform: the inclusion of agreements stored in ConnectWise in search results. This new feature is designed to streamline workflows and improve service accuracy for Managed Services Providers (MSPs) by making critical contract details instantly accessible.
The integration brings essential information from client agreements and contracts into CrushBank’s powerful search interface, ensuring that MSPs can quickly locate and leverage key contract details. From terms and renewal dates to service-level commitments and more, this enhancement simplifies access to vital data that keeps operations running smoothly.
Why This Matters
MSPs often need to reference service agreements to answer client queries, manage renewals, or ensure they’re adhering to agreed terms. Previously, accessing this information could require toggling between systems or searching manually, creating inefficiencies and increasing the risk of errors. Now, CrushBank eliminates those pain points by consolidating this data within its AI-driven platform.
Key Benefits
- Instant Access to Contract Details: MSPs can quickly retrieve and reference client obligations and entitlements.
- Simplified Renewals: Renewal dates and terms are readily available, streamlining account management tasks.
- Improved Accuracy: With all relevant information at their fingertips, MSPs can confidently provide precise and timely responses to client questions.
Enhanced Productivity Across Teams
This integration isn’t just for IT support teams as it benefits the entire organization. Sales teams can confirm contract terms during negotiations, account managers can ensure accurate billing and renewals, and support engineers can deliver better service without delays. By breaking down silos, CrushBank helps MSPs operate as cohesive, efficient units.
What’s Next
The inclusion of agreements in ConnectWise in CrushBank’s search results is just one step in an ongoing effort to expand the platform’s capabilities. Future updates will continue to add value, further supporting MSPs in their mission to deliver exceptional service.
This feature reinforces CrushBank’s commitment to empowering MSPs with tools that optimize operations, reduce manual effort, and improve client satisfaction. For businesses relying on ConnectWise and CrushBank, the integration marks a significant leap forward in efficiency and effectiveness.