Warp runs the machines. Insights runs the business.
Insights pulls your PSA, RMM, security, backup, network, voice, training and Microsoft data into one place, then puts it to work: a client portal your customers will actually use, quotes that turn into orders, account reviews that write themselves, and billing checks that find the money you are missing.
Every system you pay for, finally talking to each other.
Each integration uses the same Warp pattern: paste a key, sealed and write-only, press Test, press Enable. Insights matches every system to the right client, so one client page shows everything.
A client portal people actually open.
A beautiful, phone-first portal under your brand. Your clients see their tickets, their technology and their protection, and you never give them a login to your PSA.
- Sign in with Microsoft, MFA required. Invite people, or let everyone from the client's Microsoft 365 tenant join automatically
- Tickets with search, “mine” and “all”, a progress tracker, plain-English AI summaries, and replies that land in your PSA as notes
- Your Tech: computers, servers and network gear with health, warranty and live state, plus internet connections and phone systems
- CyberProtection: what is protecting them, threats caught, Windows updates, backups and training, in pictures instead of jargon
- Quotes to approve or decline, feedback faces on every closed ticket, account reviews, Microsoft 365 licensing and a device map
- Roles you control: company admins see everything, staff see their own, billing sees billing. Enforced in the database, not just the screen
- Services a client does not have yet become a tasteful sales page
From “can you price this?” to a signed order in minutes.
Look it up, price it, quote it and order it without leaving Insights or retyping a single part number. Click through the five steps.
Search
Type what the client asked for. Live results from your distributor, your own shelf and your PSA catalog, side by side.
Price
Every item lands in your basket with cost, sell price and margin. Your basket remembers across searches, so build it however the conversation goes.
Quote
One click turns the basket into a branded quote: photos, headings, notes, a how-to video, attachments, monthly and annual lines, tax and an expiry date.
Approve
The client approves in their portal, or from a private emailed link on their phone: name, PO number, a drawn signature and a one-time code. No account needed.
Monthly $138.60
Order
Approval creates the PSA sales order on its own, with recurring lines on the client’s agreement. Then one click sends the hardware to Ingram Micro as a ready-to-order quote and raises the matching purchase order.
- 9:02CallAcme asks for four new laptops with docks.
- 9:03SearchThree on the shelf, one more from Ingram Micro, docks in stock.
- 9:05QuoteBasket to quote, Microsoft 365 added as a monthly line, emailed to Dana.
- 9:41SignedDana approves on her phone between patients.
- 9:42OrderedThe sales order made itself. Two clicks send the hardware to Ingram and raise the purchase order.
Search & price
- Live distributor search by keyword or part number, with your price, stock and product photos. Ingram Micro is connected today; TD SYNNEX, D&H and Amazon Business connectors are on the way
- Your own shelf first: stock on hand in your PSA warehouse shows at the top, so you sell what you already own
- Your PSA catalog too, for labour, services and your standard bundles
- A basket that remembers across searches and sessions, grouped by supplier, with cost, sell and margin on every line
- Microsoft licences priced live from the Arrow NCE catalog, monthly or annual, 1, 12 or 36-month terms
Quote & approve
- Quotes that look like you: product photos, headings, notes, a YouTube video line and attachments such as spec sheets and proposals
- One-time, monthly and annual lines in one quote, with separate totals and tax you can change per quote
- Revise, duplicate, withdraw; expiry dates handled for you, and approved quotes locked
- Approval two ways: in the client portal for admins and billing contacts, or from a private emailed link with signature, PO number and a one-time code
- Every view counted, so you know the client opened it before you follow up
Order & book it
- Sales order automatically when a client approves from an emailed link, or with one click from the portal
- Recurring lines added to an existing agreement or a new one, your choice per quote
- Send to the distributor: the basket becomes a ready-to-order quote at Ingram Micro, for one final confirmation there
- Purchase orders created in your PSA with every catalog item linked, or created for you when it is new
- Guard rails: only people with the pricing role can send orders or create POs, and supplier keys are sealed and write-only
And around the edges
Every quote in one place
Draft, published, approved, declined and expired quotes for every client on one staff page, with the history of who did what.
Microsoft NCE catalog
Browse thousands of Microsoft New Commerce products with live distributor pricing, and create or link the matching PSA catalog items in a click.
Purchase orders kept in step
Distributor orders, costs and pricing synced back to your PSA purchase orders and catalog.
Supplier connections
Distributor keys pasted once on an admin-only page, sealed at rest and never shown again.
Warranty renewals
Warranty dates for every computer, looked up automatically where the manufacturer allows, with charts, filters and exports for renewal conversations.
Quotes in the client portal
Clients see their own quotes beside their tickets and technology, and approve the next one without digging through email.
Never walk into a client meeting unprepared again.
- Portfolio: every client's health, risk and next review date on one screen
- Planner with AI meeting briefs before and recaps after, and action items your client can see in their portal
- Account manager board: drag clients between stages and the PSA status follows
- Account Review report: a polished Word document per client with charts, strengths, a roadmap and an AI-written narrative across security, backup, network, voice, Microsoft 365 and hardware lifecycle
- Risk scoring every week, so you see a client drifting before they leave
- Client feedback: happy, neutral or unhappy faces in every ticket email and signature, with alerts for the unhappy ones
“Acme's protection is excellent and every backup ran this quarter. Four laptops reach end of life in spring, so we recommend budgeting for replacements in Q1.”
Find the money that slips through the cracks.
Late payment fees
Late fees on overdue invoices, calculated and raised as invoices in your PSA, ready to email in one batch, automatically each month.
Voice billing checks
Users, numbers and add-ons on each phone system compared with what the client's agreement bills. Over- and under-billing, in dollars.
Internet billing checks
ISP subscribers compared across the network, the CRM plan and the PSA agreement, so nobody gets a faster plan for free.
Purchase orders in sync
Distributor orders, costs and pricing kept in step with your PSA purchase orders and catalog.
Licence pricing
Microsoft subscription costs kept current from the distributor, applied to your catalog in one click.
Finance-only access
Accounting screens are limited to the finance role.
Understand how the workday actually goes.
For your own team, and as a service for clients who want it, with clear notice to the people involved.
- Sign-in, lock and idle time per computer, drawn as a timeline of the day
- Time per program and, if you switch it on, per website
- Calls and chat time, so a quiet keyboard is not mistaken for an idle person
- With Warp RMM, the collector is installed and removed by policy: one switch for a client, a site, a type of computer or one machine
- Managers only on your side. In the client portal, company admins see the company and everyone else sees only their own day
A smarter service desk, from triage to the TV on the wall.
AI dispatch
Every new ticket in your support inbox is read, categorised and prioritised within about two minutes, with a suggested board and owner. Obvious spam gets cleared out of the way.
Tech Start dashboard
What your technicians need first thing: customers who replied, SLAs breached, P1 and P2 tickets, and network alerts, all live.
Ops wallboards
TV dashboards for the office: open, new, opened and closed this week, pulled live from your PSA.
Always current
Ticket status re-checked every 15 minutes, so dashboards and the client portal never lag behind the PSA.
Ask your data
An AI chat that answers questions about your tickets, clients and systems in plain English.
Hide the noise
Catch-all and spam companies are kept out of every report automatically.
Every client tenant, through one partner connection.
Security posture
MFA coverage for licensed users, unlicensed accounts that can still sign in, and the gaps that matter, per tenant.
Conditional Access baseline
A recommended Conditional Access set and tenant standard, checked across every client, with break-glass accounts done properly.
Copilot adoption
Who has Copilot, who uses it, and where training would pay off, product by product.
Threats caught
Bitdefender detections pushed the moment they happen, on staff screens and in the client portal.
External penetration check
A connect-only outside-in scan of each client's internet presence, summarised as a health word for clients and full detail for you.
Backups and training
Veeam backup health with stale-data warnings, and training progress per client.
Grow the MSP, not just the ticket count.
SEO Insights
Site crawls, page speed, Search Console, Google Business listings, keyword rankings, competitors and how often AI assistants mention you, with a polished report.
Video scripts
A guided wizard for short marketing videos, with talking points drawn from your own ticket data. You write the words; it makes sure they are worth saying.
Local SEO
How you show up for “IT support near me” in each town you serve, against the competitors next door.
Do I need Warp RMM to use Insights?
No. Insights works on its own with your PSA and your existing RMM. With Warp RMM it gets even better: devices, Warp Score, patching and protection flow in automatically.
How is it priced?
As an add-on package to Warp RMM, or as a standalone product. Ask us for pricing for your size.
Can my clients see everything?
Only what you decide. The client portal reads through database views built for clients, with roles you control, and sensitive details such as product keys, serial numbers and IP addresses are held back or limited to admins.
Which PSA does it support?
ConnectWise PSA today, with more PSAs planned.
Ready to run the business at warp speed?
See Insights with your own PSA data. We will show you the portal, a quote and an Account Review in one call.