Kaseya BMS

Our main ticketing software which is so complete in every aspect we use it. Projects and service calls are great to ensure we are actually checking the work that needs to be done.

Workflows can get tricky and sometimes break stuff, but nothing support cannot solve

I have found that BMS works better then SolarWinds AutoTask. A lot less pop-ups, cleaner interface, and less micro-managing of the solution.

I would like more seamless support. It is a problem with Kaseya that I have to call a specialist on each product, and when you are integrated with their ITGlue, AuthAnvil, and their VSA product knowlageable and timely help is hard to find. It can days for a resolution.

In a word: value. BMS is very reasonable priced CRM with some great features. It's easy to use, cloud based, and generates tickets directly from Kaseya's PSA.

We transferred from a more established CRM to Kaseya. Given the cost and the fact that we already utilized Kaseya's VSA it seemed like a natural move. That said, we've experience a few issues. The client portal isn't as polished as we'd like. Inventory tracking is bad to the point of non-functional, and lacks the ability to even transfer between locations. Feature request are not quickly addressed. The cloud service lags or drops more than we'd like. Asset management is not great. Integrations are starting to catch up , but they've been slow in coming. Even the way items are listed on tickets is cumbersome.

For a starting business BMS is very simple to setup and easy to use and just does what you need it to do.

The only negative I found was the reporting and could be easier to use

I love the dashboard on the Finance Dashboard. It tells you which contracts are ending soon and has a graph that's autogenerated to show your current month, quarter or year sales per client with percentages.

I do not like the fact you cannot VOID or edit invoices after they're generated. If there is a change management wants to makes I have to VOID and restart. I didn't have to do that will our previous program ConnectWise. Also, this program lacks many features I used previously. Instead of being able to do these things I can only submit a feature request.