A CRM that knows what happened after the sale.
Early accessMSP CRM Software
Prospects, clients, contacts and sites in the same system as the services you supply and the incidents you handle - so winning an account and running it are one record.
- Part of CubeMSP
- Serving businesses across the UK
- 01234 672 617
A general-purpose CRM is built for a business that sells something and then largely stops. A managed service provider does the opposite: the sale is the beginning of a relationship measured in years, and almost everything that matters about a client happens after the contract is signed. That is why MSP CRM has to sit on the same record as the services, the renewals and the service desk. CubeMSP holds the prospect, the opportunity, the win, the client, the contacts, the sites, the services, the incidents raised against them and the reviews that follow - as one continuous history rather than a handover between two systems that will disagree within a month.
- One record
Prospect, client, services and incidents
- Per site
Contacts and services, without duplicate clients
- Role-based
Commercial figures visible only where intended
What it does
Inside MSP CRM software
The parts of CubeMSP that make up MSP CRM. Everything here shares one database, so nothing needs re-keying between them.
Pipeline in the same place as delivery
Opportunities with value, stage and expected close date, held against the prospect they belong to. When you win, the prospect becomes the client - nothing is retyped and nothing is lost.
Clients, contacts and sites modelled properly
A client with four offices is one client with four sites, not four records that drift apart. Contacts belong to sites, and incidents attach to both.
History that survives staff changes
Every call, meeting, note, incident, project and review on the client record. The account no longer lives in one manager’s inbox and memory.
What you actually supply them
Services and subscriptions attached to the client, with cost, sell price and renewal date. An account review starts from what is in place rather than what somebody thinks is in place.
Risk visible before renewal
Rising incident volume, slipping response times, an unhappy review and an approaching renewal on the same screen. The accounts you are about to lose usually announce themselves first.
Permissions that respect the relationship
Role-based access to commercial figures, so an engineer can see the technical history of an account without seeing its margin.
In practice
Problems this actually solves
Anonymised, but not invented. These are the situations businesses describe to us before they change anything.
A CRM that stopped at the signature
The situation
The sales pipeline lived in a general-purpose CRM. Once a deal closed, the client was set up separately in the ticketing tool, and nobody in delivery could see what had actually been promised during the sale.
What changed
The opportunity converts to the client record in place. What was promised is visible to the people delivering it, and the account manager can see the incident history without asking.
An account lost without warning
The situation
A ten-year client gave notice at renewal. In hindsight the signals were all there - incident volume up by half, two escalations, a service review that had been quietly skipped twice - but they were in three different places.
What changed
Incident trend, response performance, review history and renewal date sit on one screen per client. The conversation now happens two months before the renewal rather than two days after the notice.
A multi-site client held as four records
The situation
A client with head office and three branches had been set up as four separate customers over the years. Reporting on them meant remembering all four names, and services were duplicated across two of them.
What changed
One client, four sites, contacts attached to the site they work at. Reporting rolls up automatically and the duplicated service lines were found during migration.
How it happens
What implementation actually involves
No mystery, no discovery phase that quietly becomes the project. Five stages, and you will know what each one costs before it starts.
Discovery
A structured session mapping how you run now - the PSA you have outgrown, the spreadsheet of renewals, the shared mailbox that is really your ticket queue, and the review deck somebody rebuilds by hand every six months. We come back with what the platform covers as standard and what needs building.
Configuration
Your service catalogue, ticket taxonomy, boards, roles, approval limits and review templates set up to match how you actually work - not a demo tenant with your logo dropped on it. Your categories, not ours.
Data migration
Clients, contacts, sites, services, renewal dates and enough ticket history to make the knowledgebase and similar-incident retrieval useful on day one. An empty AI is a useless AI, so the history matters more here than in most migrations.
Training & rollout
Role-based training - the service desk learns logging and resolution, account managers learn reviews and renewals, directors learn the reporting. We usually pilot with one technician and one client before opening it up.
Ongoing support
UK support from the people who built the platform and use it themselves, with a named contact, agreed response times, and a roadmap you can influence. Being a small vendor is an advantage here and we intend to keep it.
You might call it something else
MSP CRM goes by a lot of names - if you searched for any of these, this is the page you wanted.
- CRM for MSPs
- IT services CRM
- MSP client management software
- Managed services CRM
- Client relationship management for IT companies
- MSP sales pipeline software
Questions
The things people ask first
You can, and some providers do for the sales side. Our view is that the value of MSP CRM comes almost entirely from the pipeline and the delivery record sharing one client, so running two systems gives up most of the benefit. If you do keep both, the API keeps them in step.
No. This is a CRM for a business whose relationships last years and are won by reputation and referral rather than by outbound sequences. If high-volume outbound is central to how you sell, a dedicated sales tool alongside CubeMSP is the better answer and we will say so.
A client has any number of sites, each with its own address, contacts and services. Incidents attach to the site as well as the client, so both roll-up and per-site reporting work without duplicating the client record.
Only if you let them. Access to cost, sell price and margin is role-based, so technical staff can have the full support history of an account without its commercials.
Clients, contacts, sites, open opportunities, services and renewal dates as standard, plus ticket history - which matters more here than usual because it feeds the knowledgebase and the retrieval.
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Part of a bigger system
MSP CRM is one part of CubeMSP. You can start here and switch the rest on later - it is the same system, not a separate purchase bolted on.
Talk to us
Is MSP CRM your actual problem?
Sometimes it is not. Tell us what is going wrong and we will tell you whether this is the right thing to fix first.