Kaseya BMS Features

Kaseya BMS

Business management solution for IT departments & MSPs

3.85/5 (13 reviews)

Kaseya BMS Feature Summary

  • Business analysis
  • Contact history
  • Customer database
  • Customizable fields
  • Customizable reporting
  • Expense tracking
  • Project management & planning
  • Project templates
  • Project time tracking
  • Project tracking
  • Billing & invoicing
  • Financial management
  • Inventory tracking
  • Finance & Billing
  • Inventory Management
  • CRM
  • Service Desk
  • Time & expense tracking
  • Finance & billing

Project Management & Planning Feature Comparison

Most popular features of all Project Management & Planning apps

API (145 other apps)
Activity Dashboard (88 other apps)
Activity Tracking (79 other apps)
Automatic Notifications (86 other apps)
Collaboration Tools (111 other apps)
Collaborative Workspace (78 other apps)
Commenting (79 other apps)
Drag & Drop Interface (84 other apps)
Gantt Charts (77 other apps)
Prioritizing (104 other apps)
Progress Tracking (73 other apps)
Project Management (113 other apps)
Project Planning (98 other apps)
Project Time Tracking (116 other apps)
Project Tracking (74 other apps)
Projections (284 other apps)
Task Management (79 other apps)
Task Tracking (92 other apps)
Third Party Integration (91 other apps)
Timesheets (90 other apps)

Competitor Feature Comparison

API
Accounting Integration
Accounting Management
Activity Dashboard
Activity Tracking
Automated Billing
Automated Expense Input
Automatic Notifications
Availability Indicator
Availability Management
Billable Hours Tracking
Billing & Invoicing
Budgeting
Business Analysis
CRM Integration
Campaign Scheduling
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Configuration Management
Contact History
Contract Management
Cost Estimating
Cost Tracking
Custom Fields
Customer Database
Customer Experience Management
Customer History
Customizable Billing
Customizable Reporting
Data Visualization
Drag & Drop Interface
Email Integration
Email Templates
Estimating
Event Triggered Actions
Event Triggered Email
Expense Claims
Expense Tracking
File Transfer
Financial Analysis
Financial Management
Forecasting
Gantt Charts
General Ledger
Help Desk Integration
Help Desk Management
IT / Software Projects
Incident Management
Inventory Management
Inventory Tracking
Invoice Management
Invoice Processing
Lead Assignment
Lead Distribution
Mobile Integration
Multiple Billing Rates
Multiple Projects
Performance Reports
Planning Tools
Procurement Management
Profitability Analysis
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Planning
Project Templates
Project Time Tracking
Project Tracking
Projections
Prospecting Tools
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Updates
Recurring Billing
Resource Allocation
Resource Management
Sales Forecasting
Self Service Portal
Service Level Management
Status Reporting
Support Ticket Tracking
Task Management
Task Planning
Task Tracking
Third Party Integration
Time & Attendance Tracking
Time & Expense Tracking
Time / Task Reporting
Time Tracking by Client
Timer
Timesheets
Trouble Ticketing
Workflow Management
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API
Accounting Integration
Accounting Management
Activity Dashboard
Activity Tracking
Automated Billing
Automated Expense Input
Automatic Notifications
Availability Indicator
Availability Management
Billable Hours Tracking
Billing & Invoicing
Budgeting
Business Analysis
CRM Integration
Campaign Scheduling
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Configuration Management
Contact History
Contract Management
Cost Estimating
Cost Tracking
Custom Fields
Customer Database
Customer Experience Management
Customer History
Customizable Billing
Customizable Reporting
Data Visualization
Drag & Drop Interface
Email Integration
Email Templates
Estimating
Event Triggered Actions
Event Triggered Email
Expense Claims
Expense Tracking
File Transfer
Financial Analysis
Financial Management
Forecasting
Gantt Charts
General Ledger
Help Desk Integration
Help Desk Management
IT / Software Projects
Incident Management
Inventory Management
Inventory Tracking
Invoice Management
Invoice Processing
Lead Assignment
Lead Distribution
Mobile Integration
Multiple Billing Rates
Multiple Projects
Performance Reports
Planning Tools
Procurement Management
Profitability Analysis
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Planning
Project Templates
Project Time Tracking
Project Tracking
Projections
Prospecting Tools
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Updates
Recurring Billing
Resource Allocation
Resource Management
Sales Forecasting
Self Service Portal
Service Level Management
Status Reporting
Support Ticket Tracking
Task Management
Task Planning
Task Tracking
Third Party Integration
Time & Attendance Tracking
Time & Expense Tracking
Time / Task Reporting
Time Tracking by Client
Timer
Timesheets
Trouble Ticketing
Workflow Management
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API
Accounting Integration
Accounting Management
Activity Dashboard
Activity Tracking
Automated Billing
Automated Expense Input
Automatic Notifications
Availability Indicator
Availability Management
Billable Hours Tracking
Billing & Invoicing
Budgeting
Business Analysis
CRM Integration
Campaign Scheduling
Client Portal
Collaboration Tools
Collaborative Review
Collaborative Workspace
Configuration Management
Contact History
Contract Management
Cost Estimating
Cost Tracking
Custom Fields
Customer Database
Customer Experience Management
Customer History
Customizable Billing
Customizable Reporting
Data Visualization
Drag & Drop Interface
Email Integration
Email Templates
Estimating
Event Triggered Actions
Event Triggered Email
Expense Claims
Expense Tracking
File Transfer
Financial Analysis
Financial Management
Forecasting
Gantt Charts
General Ledger
Help Desk Integration
Help Desk Management
IT / Software Projects
Incident Management
Inventory Management
Inventory Tracking
Invoice Management
Invoice Processing
Lead Assignment
Lead Distribution
Mobile Integration
Multiple Billing Rates
Multiple Projects
Performance Reports
Planning Tools
Procurement Management
Profitability Analysis
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Planning
Project Templates
Project Time Tracking
Project Tracking
Projections
Prospecting Tools
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Updates
Recurring Billing
Resource Allocation
Resource Management
Sales Forecasting
Self Service Portal
Service Level Management
Status Reporting
Support Ticket Tracking
Task Management
Task Planning
Task Tracking
Third Party Integration
Time & Attendance Tracking
Time & Expense Tracking
Time / Task Reporting
Time Tracking by Client
Timer
Timesheets
Trouble Ticketing
Workflow Management
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Kaseya BMS Feature Reviews

12 reviewers had the following to say about Kaseya BMS's features:

Brett Patterson

Best ticketing system I've used. Have used Connectwise and TigerPaw and Kaseya service desk.

2017-06-29

Much easier to keep track of tickets efficently.

Pros

Ease of use, speed of new feature request implementation, clean/modern interface, mobile interface.

Cons

Needs the ability to multiple project managers for a single project.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Daniel dB Buchanan

Not the pretiest, but perfect for MSPs like me

2018-07-13

a way to track tickets from inception to resolution, way to track billable time for clients, way to track projects, way to track crm info

Pros

I also like the quickbooks integration.

Cons

It takes a few more clicks to get around inside the software, also I don't like that there isn't a mobile app. Sure the site loads on mobile, but its clunky.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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David Miller

Incorporating Kaseya BMS for our business has increased the managebility of our clients.

2018-02-08

The primary benefits of Kseya BMS is the ability to organize our clients, track changes in the ticketing system as well as simplify our billing through one tool.

Pros

What one of the best parts of Kaseya BMS is that is ti web based. No specific, Operating System or browser needed. This allows our technical team to work in this system anywhere anytime.

Cons

It is difficult to find a 'multi-tenant RMM tool withj this much power and every feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Tara Miller

So far, great product!

2017-11-01

We haven't even used all features and are looking to move completely over into the accounting and ticketing system very soon.

Pros

Ease of use Quick customer support Friendly, knowledgeable staff is usually on hand to help as soon as we need it

Cons

Doesn't link with current software we have for tracking Perhaps not a con of the software, but we currently have proprietary programs that we are trying to integrate

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Laura Newport

Easy to use. Straight forward

2017-06-21

Makes my job easier

Pros

Ticket creation and time tracking makes doing my job much easier.

Cons

Lots of menus. Automation could be better. Creating a daily master ticket immediately produces 365 emails. Would be nice to create a master ticket without that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
( company, 11-50 employees)

BMS is a serviceable CRM at a good price, but leaves a few things to be desired.

2018-05-07

We saved some money over our previous CRM.

Pros

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.

Cons

Asset management is not great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Oliver Loquens

Excellent management tool for service desks.

2018-07-31

Worth the investment for a medium sized service desk of 200 users.

Pros

Easily integrated into existing networking environments. We implemented this as an on-premise solution and it worked very well to service and support our service desk in their daily support needs.

Cons

The tool fell down a little in agent management and would sometimes require more administration then the team could dedicate to it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Bianca Gill

Good managemante program

2018-02-15

It does not integrate with every accounting software but i do believe it work with Quickbooks.

Pros

easy to use, web based, easy deployment with support, some accounting software integration are available, not expensive.

Cons

The ticketing system works well, there are some negative point to it as to automatically updating customers, you have to remember to apply templates to tickets in order for them to be updated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
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Fred Barzycki

Kaseya BMS is like a diet PSA tool

2018-01-23

Pros

Very nice interface and workflow options.

Cons

Lack of some essential functionality that many bigger MSPs may need. Support isn't that great since the product is so new for Kaseya.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Steve Lewis

Slight learning curve. Very intuitive. Easy management

2017-06-26

Pros

It seems very intuitive. Management of modules is very easy, and its easy on the eyes.

Cons

It almost seems like its in a Beta stage. Admins cant delete charges or entries on tickets, You cant do batch invoicing, When you complete a ticket it doesnt get archived, but stays in whatever queue it originated (cluttering up the queue), etc. All are pretty common things in other CRMs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Fred Beyer

The Experience has been an amazing transformation of our Help desk

2017-06-29

Pros

The ease of use and the adaptivity of the design make the learning curve almost not existent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Bianca Gill

Positive learning curve

2017-06-21

We use it for managing our customers, so it is easy to gain remote access, set customer in the system and manage our internal users

Pros

We use the VSA and BMS, hosted version of Kaseya, and the ability to access it anywhere is great, it's easy to gain remote access and set control.

Cons

some configuration can be cumbersome, the navigation tabs are not always easy to navigate or figure out what is meant to be where within the page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more