Managed services

Flux Technologies replaces four disconnected tools with one live operating picture

A five-person MSP running on Atera, Microsoft Project, Wisetrack CRM, and QuickBooks, with clients who had to call to find out what was happening. We are building one platform on top of all four: a client portal with real-time ticket visibility, a cross-client management dashboard, and an AI assistant that answers from the connected data.

  • SYSTEMS UNIFIED

    4

  • ROLE-BASED VIEWS

    3

  • STATUS

    In build

The challenge

Flux Technologies runs on four systems that do not talk to each other: Atera for RMM and help desk ticketing, Microsoft Project for projects, Wisetrack CRM for client relationships, and QuickBooks for billing. Management cannot see a single operational picture without jumping between all four.

Clients have no self-service visibility at all. They call, or they wait for the next scheduled review. With a five-person team serving two clients and plans to reach fifteen, the fragmentation compounds with every client added.

The solution

  • An integration layer connecting Atera, Microsoft Project, Wisetrack CRM, and QuickBooks into one data model.
  • A client portal surfacing live help desk status, including thirty-day trends and seven-day rolling charts, alongside project tracking.
  • A management dashboard giving leadership a cross-client view of tickets, projects, billing, and CRM data in one place.
  • An AI assistant answering natural-language questions against the connected data, so the team asks rather than digs.
  • A custom project management system that removes the need to context-switch into Microsoft Project.
  • Microsoft SSO with multi-factor authentication, and access scoped per role: leadership, staff, and client.

  • The client-facing site and portal entry

  • Service views built around how the team already works

  • One brand across the site and the portal

What changes

  • 01

    One operating picture: leadership sees tickets, projects, billing, and clients without switching systems.

  • 02

    Self-service visibility: clients open the portal instead of calling for a status update.

  • 03

    Answers on demand: the AI assistant queries all four connected systems in plain language.

  • 04

    Ready to scale: the same platform carries fifteen clients as easily as two, because the record is unified.

CONNECTED

  • Atera
  • Microsoft Project
  • Wisetrack CRM
  • QuickBooks
  • Microsoft SSO

WHAT IT TOOK

  • System architecture
  • Full-stack development
  • API integrations
  • AI engineering
  • UI/UX design

Next

ONE CLIENT ↗

Transform your firm with briidge.

Book a call