ConnectWise
ConnectWise Manage as rows you can still ask about next year.
ConnectWise Manage is the system of record for a lot of MSPs. It is not a reporting product, and it is not a time machine. Statuses get overwritten. Last quarter's ticket mix is a memory, or an export someone deleted.
Coeleste pulls companies, tickets, time, and agreements into the lake with history. You define reactive vs project work for your shop once. Hang tiles. Open work. Time that never got billed. Who is loud. Who is unpaid.
A client board is a view of those same truths, not a second database. External viewers do not take a seat and they do not get a Manage login. Magic link, named dashboards, revoke when the engagement ends.
Ask why this client is unprofitable and the answer can include invoices and meetings, not only tickets. MSP dashboards · the lake and the history.
Coeleste is coming soon. Get early access if you want in. More notes.