Everything you need to improve customer service and security at your MSP!
PSA Integrated End User Verification HaloPSA Integration ConnectWise PSA Integration Autotask PSA Integration Kaseya BMS Integration SuperOps Integration Zendesk Integration Verifications Securely Logged to your PSA Full log export capability for Client Reports On-boarding takes 15 minutes or less Technician Verification (Patent Pending) Microsoft Authenticator End User Verification DUO Security End User Verification Secure Data Sharing Manager Approval Workflows for Verification End User Verification Brandable Secure Links via SMS & Email Voice Call Verification to Mobile & Land Lines Full logging of Secure Data Sharing to your PSA Automated Two-Way Sync of Contacts Opt In Forms for Collecting SMS Phone Numbers Enforceable Verification Policies Integrated Two-Way SMS/MMS Messaging SMS Broadcasts and Groups End-User Client Portal for Ticketing, Verification, Chat & Invoices Brandable End-User Client Portal Mobile App Automation Bots - Schedule Reminders Automation Bots - Ticket Change Notifications Teams, Slack, SMS & E-Mail Notifications Mobile App for Technicians for SMS, Ticketing & Chat Quick Ticketing Templates for Triage and Field Techs Customizable Live Chat bot for your Website Full API AccessFAQ’s
Frequently Asked Questions
Is MSP Process easy to setup?
MSP Process can be connected to your PSA and setup for End User Verification, SMS and Client Portal in under 10 minutes. We also offer onboarding sessions to help you get setup as well.
How does SMS pooling work?
Our Integrated SMS Plan includes 200 SMS per technician. If you have 10 users you are allowed up to 2000 messages pooled across your technicians.
Is there an onboarding fee?
There is no onboarding fee for the free plan. We will have you up and running in 15 minutes or less.
Onboarding is available for other plans at $395.00 for 2 sessions and $995.00 for up to 5 sessions to have our team guide you through a professional setup.
What does per Tech mean?
Per Technician means users in your PSA that will use MSP Process. You do not need to license users for accounting for example.
Are shared users allowed?
MSP Process does not allow shared or generic logins to the system. This is intentional to ensure all logs and access are documented properly on our side and your PSA under the correct technician account.