Everything You Need to Run Your MSP
One platform for CRM, ticketing, billing, inventory, and IT management — built specifically for managed service providers.
CRM & Sales
- Contact & company management with custom fields
- Lead & prospect tracking with conversion workflow
- Sales pipeline with stage management & reporting
- Email integration (SMTP, IMAP, Microsoft 365, Google Workspace)
- Activity logging, follow-ups & call tracking
- Web-to-lead capture forms
- Email campaigns & drip sequences
- Customer profiling & relationship scoring
Service Desk & Ticketing
- Multi-channel ticket creation (email, portal, phone, web form, M365 mailbox)
- Automated dispatch & smart assignment
- SLA policies with configurable escalation rules
- Multi-tier escalation engine with on-call alerting
- Customer self-service portal with knowledge base
- Triage rules with runbook attachment
- CSAT surveys & satisfaction tracking
- Support access grants with JIT token exchange
- File attachments with ClamAV malware scanning
Project Management
- Project phases & task management
- Budget tracking (hours & dollars)
- Time tracking against project tasks
- Project manager assignment & team allocation
- Profitability reporting & margin analysis
Time & Billing
- One-click time tracking with persistent timers
- Timesheet approvals & workflows
- Invoicing from time entries, fixed-fee & recurring
- Multiple billing rates & contract types
- Recurring invoice templates with auto-send
- Estimates with e-signature & approval workflow
- Invoice write-offs with A/R exclusion
- Customer statements & aging reports
- QuickBooks Desktop (QBWC) & Online sync
- Stripe & WorldPay (Element Express) payment processing
Inventory & Procurement
- Product catalog with real-time stock tracking
- Purchase orders with full lifecycle & receiving
- Multi-warehouse locations (opt-in per tenant)
- Vendor management & cost tracking
- Automated reorder points & low-stock alerts
- Serial number & asset tracking
- Kit components & assemblies
- Shipping integration (ShipStation, UPS, FedEx, USPS)
- eCommerce sync (Shopify)
MSP & IT Management
- Microsoft 365 tenant management via CIPP
- M365 license assignment & user provisioning
- RMM integration (NinjaOne devices, alerts, organizations)
- NetBox DCIM/IPAM integration (Light & Full tiers)
- Telephony integration (net2phone, GoTo Connect)
- Domain & SSL certificate expiry tracking
- Runbooks with step-by-step execution & worksheets
- Configuration items & CMDB linking
Integrations
- QuickBooks Desktop (QBWC) & QuickBooks Online
- Microsoft 365 / CIPP (tenant & license management)
- NinjaOne RMM (device monitoring & org sync)
- NetBox (DCIM, IPAM, network documentation)
- Email (SMTP, IMAP, Microsoft Graph API)
- SSO / SAML (Entra ID, Google, Okta)
- Stripe & WorldPay payment processing
- Shopify product sync
- E-signatures (SignNow, PandaDoc, BoldSign)
- Outbound webhooks with HMAC signing
- REST API for custom integrations
Reporting & Analytics
- Configurable dashboards with real-time metrics
- Pipeline & sales conversion reports
- Ticket volume, SLA compliance & resolution time reports
- Financial reports (A/R, revenue by plan, MRR)
- Inventory valuation & reorder reports
- Campaign performance & CSAT analysis
- Scheduled report delivery via email
- Unbilled time & sales tax reports
- Customer growth & churn analytics
Customer Portal
- Self-service dashboard with account status & trial tracking
- Support ticket creation with file attachments
- Invoice history with PDF downloads
- Payment method management (Stripe Elements)
- License/seat management with prorated billing
- Team management with role-based access (5 roles)
- Two-factor authentication (TOTP)
- Activity log with full audit trail
- Help center with searchable knowledge base
- Global search across tickets, invoices & team
Automation & Workflows
- Event-triggered workflow automation
- Scheduled & manual workflow execution
- Email templates with visual editor & merge fields
- Approval workflows (estimates, timesheets, change requests)
- Automated SLA breach notifications
- Escalation engine with tag-driven on-call routing
- Outbound webhooks on 10+ event types
- Inbound email-to-ticket via Microsoft 365 polling
Security & Compliance
- Role-based access control (40+ granular permissions)
- Two-factor authentication (TOTP) for staff & customers
- SSO / SAML single sign-on
- AES-256-GCM encryption at rest for sensitive data
- Comprehensive audit logging with tamper protection
- IP allowlisting for admin access
- ClamAV malware scanning on all file uploads
- Session management with configurable timeouts
- Secrets management via Infisical vault
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