ConnectWise Automate Features
Inventory Management - Remote Monitoring & Management (RMM) (7)
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Device Management
Unifies endpoint management of employee devices
Asset Management
Maintains detailed records of network assets and their activity; detects new assets accessing the network
ITIL Policy Compliance
Supports implementation and adherence to ITIL processes and regulations
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Task Management
Create, manage and track all task activities and progression
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Mobile Device Management
Control, secure and enforce policies on mobile devices such as smartphones, tablets etc.
Monitoring and Management (21)
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Remote Monitoring
Monitor IT asset activity remotely from an administrator terminal.
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Asset Tracking
Tracks IT assets and financial data.
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Application Deployment
Releases applications for access on desktop or mobile devices.
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Patch Management
Automates the updating of security measures on enterprise devices.
Asset Tracking
Tracks IT assets including financial and lifecycle data.
Deployment Management
Manage the processes involved when making the application ready for use
Policy Management
Create, manage, and track policies and procedures within an organization
Configuration Management
Identify component attributes like servers, hardware, software, and manage relationships across all services
IT Incident Management
Manage incidents related to outages or breaches in functionality of IT systems
Remediation Management
Identify and orchestrate execution of actions needed to restore systems to optimal conditions
Support Ticket Management
Allow customers/users to submit support queries and service requests
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Activity Tracking
Track and document all activities across devices, networks, and other systems
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Inventory Management
Track and manage inventory levels to maintain proper supply
Contract/License Management
Track, store, and access client contracts or licenses
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Network Monitoring
Tracks and makes accessible data on the health of servers and other network components.
Server Monitoring
Continuously scan servers on a designated network to monitor health and search for any irregularities or failures
Server Monitoring
Continuously scan servers on a designated network to monitor health and search for any irregularities or failures
Network Monitoring
Tracks and makes accessible data on the health of servers and other network components.
IT Operations & Workflow - Remote Monitoring & Management (RMM) (1)
Workflow Management
Enables creation and optimization of workflows for IT support and service delivery
Service Management (5)
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Remote Access
Controls access to legacy applications, web based applications, networks resources while employees are outside the local area network.
Service Management (Issue Prioritization)
Analyzes operational data to proactively identify and prioritize IT issues.
Ticketing
Provides tools for creating and managing support tickets across departments
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Agentic AI - Remote Monitoring & Management (RMM) (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Active Directory Integration
Integrates with Active Directory
Additional Functionality (36)
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Build Automation
Writing code or scripts to automate repetitive tasks, streamline processes, and increase efficiency within an IT environment
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Scheduling
Plan availability and assign specific time slots for tasks and resources
Maintenance Scheduling
Schedule predetermined or ad hoc maintenance services and labor requests
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Endpoint Protection
Protect users working remotely and provide secure environments for personal devices to access company programs
API
Application programming interface that allows for integration with other systems/databases
Real-Time Reporting
Active reporting of data and metrics
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Anti Virus
Prevents, detects and removes malware
Security Tools
Includes firewalls, intrusion detection, and network-based antivirus programs to provide security against online threats
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Real-Time Analytics
Analyze and gain insights into data in real-time
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Real-Time Updates
Receive system updates as soon as any changes are made
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Task Scheduling
Track and manage the scheduling of tasks
Automatic Backup
Data is backed up automatically to prevent data loss
Device Auto Discovery
Automatically scan the network for devices and take pre-defined actions upon discovery
Vulnerability Scanning
Discover patch statuses and vulnerabilities
For MSPs
Intended to be used by managed service providers
Customizable Branding
Add customized logos and colors to align with company branding
Real-time Alerts
Receive notification of issues as soon as they occur
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Network Security
Prevent and monitor unauthorized access, misuse, modification, or denial of a computer network and network-accessible resources
Uptime Reporting
Track the availability time for a designated network or website over a given period of time


