AI Helpdesk Coverage For ConnectWise Manage
Marlie AI answers every client call, triages the issue, and opens Service Tickets in ConnectWise Manage on the right Company and Contact — so your techs stay billable, not on the phone.
An AI tier-zero helpdesk that runs on ConnectWise Manage
ConnectWise Manage is the PSA backbone for thousands of MSPs — Companies, Contacts, Configurations, Service Tickets, and Opportunities all live there. The challenge is that the phone is the fastest path into the PSA and also the easiest one to drop, especially after-hours when techs are on-call but not at a desk.
Marlie AI plugs into ConnectWise Manage as your tier-zero helpdesk. Inbound client calls are answered, triaged, and turned into Service Tickets on the right Company with the right Service Board, Type, Sub-type, and Priority. New-business calls become Opportunities. After-hours and overflow calls get coverage without paying a body to sit on the phone.
What You Get with Marlie + ConnectWise Manage
Everything you need to connect your phone calls with ConnectWise Manage — fully automated, zero manual work.
Service Ticket Creation
Calls open Service Tickets in ConnectWise Manage on the right Company and Contact, with Board, Type, Sub-type, and Priority set automatically.
Caller & Company Lookup
Marlie matches the caller to a ConnectWise Contact by phone and email, and pulls Company context before the conversation even starts.
Triage & Routing
Common issues are resolved on the call. Anything that needs a tech is routed to the right Service Board with full call context.
After-Hours On-Call Bridge
Marlie covers off-hours calls, opens the ticket, and pages the on-call tech only for genuine urgent service requests — saving them sleep and your business overtime.
New-Business Opportunities
Prospect calls are qualified and pushed into ConnectWise Manage as Opportunities so the sales team has clean lead context.
Call Notes On Every Ticket
Transcript, summary, and a recording link are attached to the Service Ticket so the tech is up to speed before they dial back.
How It Works
Get up and running with ConnectWise Manage in minutes — no coding required.
Connect ConnectWise Manage
Authenticate ConnectWise Manage using a member key and integrator login. Your IT team approves a scoped API integration.
Map Boards & Routing
Map call intents to Service Boards, Types, and Sub-types. Configure on-call routing rules and which calls escalate to a human.
Marlie Answers The Call
Inbound client calls are answered 24/7. Marlie identifies the Company and Contact, triages the issue, and resolves what it can.
Tickets Land In ConnectWise
Service Tickets and Opportunities are created in ConnectWise Manage in real time, fully populated and ready for your team to action.
Built for Real Scenarios
See how businesses use Marlie + ConnectWise Manage to capture more leads and streamline operations.
After-Hours On-Call
An MSP runs an on-call rotation but the engineer gets paged for issues that aren't actually urgent.
Marlie answers, triages, opens the Service Ticket in the right Board, and only pages the on-call engineer for legitimate urgent service requests — everything else waits for morning.
Helpdesk Tier-Zero
A growing MSP's helpdesk is buried in password resets and 'I can't print' calls.
Marlie handles common tier-zero issues on the phone, opens tickets only for what actually needs a tech, and resolution-times stay under SLA without hiring more bodies.
New-Business Capture
Cold prospects call after seeing a referral, but the sales rep is in a client meeting.
Marlie qualifies the prospect's environment, headcount, and pain, and creates an Opportunity in ConnectWise Manage with full notes for the rep's first follow-up.
Frequently Asked Questions
Common questions about the Marlie AI + ConnectWise Manage integration.
Which ConnectWise Manage versions are supported?
Will Marlie respect our Service Board structure?
Can Marlie page the on-call engineer for urgent service requests?
How does Marlie handle existing Companies and Contacts?
Can Marlie create Opportunities for new-business calls?
Are call recordings stored inside ConnectWise Manage?
Other Integrations
Marlie AI connects with more than just ConnectWise Manage. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Ramsey Pro Portal
Real Estate CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with ConnectWise Manage?
Start your free trial today. Set up in minutes, no credit card required.
What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Get set up in minutes
Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.
