WHAT IS SYNCMONKEY

SyncMonkey is a secure, versatile, and easy-to-use documentation management system. It was designed by industry experts to serve as a centralized information management application for all technical resources (ie: IT Departments, MSPs) and their customers/stakeholders. The seamless integration of SyncMonkey into industry-standard solutions makes it a valuable fit in your environment.

SyncMonkey is a comprehensive platform with modules and plug-ins designed to aggregate your existing information at a simple glance. Our platform bridges your client notes with information pulled from day-to-day third-party systems while simplifying tasks and removing the need for repetitive assignments. SyncMonkey centralizes and secures important information at both the client and organizational level, allowing for streamlined support, collaboration, and transparency amongst all stakeholders.

Whether you’re managing your business, communicating with clients, or coordinating payments with accounting, SyncMonkey provides a seamless, intuitive experience whereby tasks can be addressed effectively and efficiently. This ultimately allows your organization to save time and money by providing you with a holistic solution to handle your core business information.

Understanding the significance, we take the security, sensitivity, and privacy of your information very seriously. Today, more than ever, our personal data is increasingly sought after and vulnerable. SyncMonkey is designed to keep your personal information safe by using multiple, strong encryption ciphers, key management, and 2-factor authentication. As an additional level of security, SyncMonkey does not store any of your customer payment information within its system. Rather, we leverage our relationships with payment gateways and provide plugins for integrations with these merchants (ie: Moneris, Stripe, Square, etc). Any payment information is stored directly with the payment gateway, removing any liabilities and additional (costly) infrastructure for you. You can rest comfortably in knowing our data, and your clients’ data, is secure when using SyncMonkey.

We don’t monkey around with documentation

HOW DOES SYNCMONKEY WORK

SyncMonkey’s documentation management system allows you to add specific modules designed to meet your company’s unique way of operating. Described in greater detail below, the core module is the Documentation and Company Management module, which includes: Company Details, Sites, Documents, Employees, Servers & Devices, Software Licenses, Other Services, and Domains. Along with the core system, SyncMonkey has multiple add-on modules, including Accounting, Meetings, Human Resources, and the Client Portal.

SITES

A repository of all locations that a client has, this section contains only the essential information a technician needs to reach out to the client: phone number, primary contact, address, and website. This also updates in realtime with the company details page, loading any data you enter automatically and reducing the number of times and places you need to enter the same information.

COMPANY DETAILS

A simplified layout of the core company details (address, contact information, recent activity, etc.) this was designed to give a snapshot for technicians to quickly review. It also incorporates automatic navigation connection to Google Maps for any technicians heading into the field, allowing them to easily access any site and load directions directly to their mobile devices with the touch of a button.

DOCUMENTS

Acting as much more than just a location to keep important client information such as network diagrams, checklists, corporate information, etc., the Documents section is also designed to allow for the sharing of guides, forms, and more with clients. Documents can be tagged to specific users or devices for easy sorting; limiting the number of steps required to access key information.

EMPLOYEES

This section is where all employees are listed, along with their credentials and logins for every core system they use. Along with storing credentials, the Employees section makes it easy to identify VIP and 3rd party users to prioritize support and quickly pull-up administrator credentials.

SERVERS AND DEVICES

Designed to store client server credentials, network devices, workstations, printers, and other device notes, this module is fully compatible with ConnectWise Manage to perform a two-way-sync, ensuring configurations are always up to date in both systems..

SOFTWARE LICENSES

In its most basic form, this section documents any software licenses that a client has. Its intuitive user interface makes tracking expiring software a simple process, notifying users in the central dashboard whenever a license is expiring or expired.

OTHER SERVICES

Storing credentials and access information for administrative portals, vendor accounts, shared sites, and more, this section is designed to keep these accounts organized and easily accessible.

USER MANAGEMENT

Customizable security roles help keep sensitive client information confidential and secure. Only users that are granted access will be able to view restricted information, allowing for in-depth control over the entire system.

MEETINGS

This module was designed to store meeting notes and tag other users within those notes for streamlined task assignment and engagement. Keep a history of all meeting minutes to maximize corporate productivity.

ACCOUNTING

Automatic payment options and storage for customer invoices. Fully integrated with ConnectWise and Moneris to keep invoices and payments up-to-date. The Accounting module is an organized place to keep track of payment history for all clients.

HUMAN RESOURCES

Designed to act as a digital employee file that securely stores and organizes important employee information, such as payroll and contact information, performance reviews, progress reports, and other HR-related documents; the Human Resources module unifies all documentation and notes in one central location for every employee.

CLIENT PORTAL

Created as a way for clients to view and manage their own credentials and documents, the Client Portal also allows administrative contacts to access all of their employee credentials and update and maintain their payment information and invoices.

SITES

A repository of all locations that a client has, this section contains only the essential information a technician needs to reach out to the client: phone number, primary contact, address, and website. This also updates in realtime with the company details page, loading any data you enter automatically and reducing the number of times and places you need to enter the same information.

COMPANY DETAILS

A simplified layout of the core company details (address, contact information, recent activity, etc.) this was designed to give a snapshot for technicians to quickly review. It also incorporates automatic navigation connection to Google Maps for any technicians heading into the field, allowing them to easily access any site and load directions directly to their mobile devices with the touch of a button.

DOCUMENTS

Acting as much more than just a location to keep important client information such as network diagrams, checklists, corporate information, etc., the Documents section is also designed to allow for the sharing of guides, forms, and more with clients. Documents can be tagged to specific users or devices for easy sorting; limiting the number of steps required to access key information.

EMPLOYEES

This section is where all employees are listed, along with their credentials and logins for every core system they use. Along with storing credentials, the Employees section makes it easy to identify VIP and 3rd party users to prioritize support and quickly pull-up administrator credentials.

SERVERS AND DEVICES

Designed to store client server credentials, network devices, workstations, printers, and other device notes, this module is fully compatible with ConnectWise Manage to perform a two-way-sync, ensuring configurations are always up to date in both systems..

SOFTWARE LICENSES

In its most basic form, this section documents any software licenses that a client has. Its intuitive user interface makes tracking expiring software a simple process, notifying users in the central dashboard whenever a license is expiring or expired.

OTHER SERVICES

Storing credentials and access information for administrative portals, vendor accounts, shared sites, and more, this section is designed to keep these accounts organized and easily accessible.

USER MANAGEMENT

Customizable security roles help keep sensitive client information confidential and secure. Only users that are granted access will be able to view restricted information, allowing for in-depth control over the entire system.

MEETINGS

This module was designed to store meeting notes and tag other users within those notes for streamlined task assignment and engagement. Keep a history of all meeting minutes to maximize corporate productivity.

ACCOUNTING

Automatic payment options and storage for customer invoices. Fully integrated with ConnectWise and Moneris to keep invoices and payments up-to-date. The Accounting module is an organized place to keep track of payment history for all clients.

HUMAN RESOURCES

Designed to act as a digital employee file that securely stores and organizes important employee information, such as payroll and contact information, performance reviews, progress reports, and other HR-related documents; the Human Resources module unifies all documentation and notes in one central location for every employee.

CLIENT PORTAL

Created as a way for clients to view and manage their own credentials and documents, the Client Portal also allows administrative contacts to access all of their employee credentials and update and maintain their payment information and invoices.