Everything your MSP needs to win new agreements
Find the right prospects, reach them every day, forecast the MRR, and hand off cleanly to service. One workspace, every feature included.
Know exactly who to go after
Build a target list of businesses that look like your best clients.
Company-first CRM
Companies with locations, parent companies, and account managers. Every contact, call, and email rolls up to the account.
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ICP fit scoring
Every lead is rated Strong fit, Promising, Partial, or Not a fit based on industry, size, revenue, geography, title, and seniority.
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Lead capture
Import lead lists by CSV, scan a business card into a lead, or capture prospects from forms and landing pages on your site.
Make prospecting a daily habit
Give your team a clear list of who to contact today, and the tools to do it.
Built-in outbound calling
Call from the browser with your own Twilio account. Scripts and context on screen; every call recorded, transcribed, and logged automatically.
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Cadences and a daily queue
Mix call, email, LinkedIn, and task steps. Waits skip weekends and holidays, and the queue tells each rep what's next.
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Email from your own mailbox
Two-way sync with Microsoft 365 and Gmail. Start from 15 MSP email templates, including cybersecurity outreach and QBR invites.
Booking pages
Individual and round-robin booking pages with Teams, Google Meet, or Zoom links, synced with your calendar.
Forecast and close recurring revenue
See the MRR you're about to win, and keep every deal moving.
Custom pipelines
Drag-and-drop pipelines with your own stages for new business, projects, and expansion.
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MRR-native opportunities
Track MRR, one-time fees, ACV, and contract term. Recurring line items roll up to MRR automatically.
If/then automations
11 triggers and 12 actions: create tasks, move stages, assign owners, and enroll contacts in cadences without lifting a finger.
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Hand off cleanly to service
Keep sales and delivery working from the same picture of the client.
PSA sync
Import companies, contacts, and locations. Push companies, contacts, and won opportunities back, with automatic sync of linked records. Works with Autotask today; ConnectWise is coming soon.
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AI on your own key
Draft emails and turn call notes into a summary with action items, using your own OpenAI or Anthropic account.
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MSP reporting
MSP Revenue, Calling, and Lead Funnel reports show what's working and what's coming.
Access you control
Roles and permissions, Microsoft and Google single sign-on, and an audit log, included for every customer.