ROSConnect

One Platform. Your Systems. Zero Rip-and-Replace.

ROSConnect plugs ResellerOS into the systems you already use — CRM, ERP, PSA — without requiring a platform migration.

ROSConnect connects ResellerOS to Salesforce, HubSpot, Pipedrive, Copper, Microsoft 365, QuickBooks, Xero, NetSuite, Autotask, Jira, and Kaseya BMS

The problem

Data lives in silos — CRM, distributor portals, spreadsheets, email

Manual data entry between systems introduces errors and delays

No single source of truth for pricing, inventory, or order status

How it works

1

Connect

We connect to your CRM, ERP, or other systems for you during onboarding. No complex configuration or custom development is required by you.

2

Sync

Real-time bidirectional data flow — quotes, opportunities, deal reg status, and orders sync automatically.

3

Operate

One platform, one workflow, one source of truth. Your existing systems stay in place — ResellerOS adds the intelligence layer.

Capabilities

CRM integration — Salesforce, HubSpot, Dynamics, and more
ERP/Accounting — NetSuite, QuickBooks, Xero
PSA — ConnectWise Manage, Autotask, HaloPSA
Bidirectional real-time sync — not nightly batch
Pre-built adapters — most integrations live in a week
Integration Ecosystem

Connect to the tools you already use

CRM, ERP, accounting, and PSA platforms — all connected through ROSConnect.

Salesforce
HubSpot
Microsoft Dynamics
Zoho CRM
Copper
Pipedrive
Freshsales
SugarCRM
Insightly
Close
ActiveCampaign
Keap
Salesforce
HubSpot
Microsoft Dynamics
Zoho CRM
Copper
Pipedrive
Freshsales
SugarCRM
Insightly
Close
ActiveCampaign
Keap
NetSuite
QuickBooks
Xero
Sage Intacct
SAP
Oracle
Workday
Acumatica
FreshBooks
Wave
Sage 300
Dynamics 365 Finance
NetSuite
QuickBooks
Xero
Sage Intacct
SAP
Oracle
Workday
Acumatica
FreshBooks
Wave
Sage 300
Dynamics 365 Finance
ConnectWise Manage
Autotask
HaloPSA
Kaseya BMS
Syncro
ServiceNow
Jira
Zendesk
Freshdesk
Atera
SuperOps
NinjaRMM
ConnectWise Manage
Autotask
HaloPSA
Kaseya BMS
Syncro
ServiceNow
Jira
Zendesk
Freshdesk
Atera
SuperOps
NinjaRMM

Frequently Asked Questions

ROSConnect is an organizational license included in Margin Suite and above. Reach out for details on standalone pricing.

ResellerOS is built natively on the Salesforce.com platform and requires no further integration. It adds the automation you need natively, directly in Salesforce.

Contact us — we build new connectors regularly and have a custom adapter framework for proprietary systems.

Some processes are real-time and others run in batch by design. We can tune the system for your requirements without adding complexity.

Ready to quote faster, protect more margin, and scale without adding headcount?

Start your free trial today. Live in under a day.