One platform for how modern MSPs actually work.

Stop stitching together ticketing, assets, CRM, and portals—Core is built as a single system your team can grow into.

When every function lives in a different app, context gets lost and simple questions turn into long hunts. Core brings service delivery, client records, and customer-facing tools into one place so technicians spend less time switching tabs and more time closing loops.

Core app preview

Dashboard

core-it.tools · your workspace

Open

24

Due today

7

SLA risk

3

Recent tickets
Open
VPN drop — remote office#1842
Progress
M365 license reconciliation#1839
Waiting
Firewall change approval#1831

Operational clarity

Everything tied to the same clients and tickets.

  • Shared context. Customer records, assets, SLAs, and conversations stay linked so anyone on the team can pick up work without a handoff doc.

  • Fewer swivel-chair moments. Core is designed so common MSP workflows—triage, scheduling, follow-up—do not depend on exporting CSVs or duplicating data.

Built for growth

A roadmap you can see—not a black box.

  • Honest availability. We publish what is production-ready, experimental, and coming soon so you can plan rollouts with your team and your customers.

  • Permissions at the core. Role-based access is enforced in the database, not bolted on in the UI, so you can trust separation between teams and tenants.

Customer experience

Portals and comms that feel like one brand.

  • Self-service where it helps. Give end customers a clear place to open requests and follow progress without exposing your internal chaos.

  • Room to extend. Integrations and automation hooks are first-class so you can connect the stack you already run today.

Frequently asked questions

Comprehensive Platform

Explore every capability

Deep dives for each area of the platform. Pick a topic to see how Core fits your workflows.

AI Assistant

Context-aware AI assistant accessible from the sidebar. Search and update tickets, contacts, companies, assets, and time entries; mark checklist items complete; look up SLAs, projects, contracts, and onsite visits — all using natural language.

AI Runbook Assistant

AI-drafted step-by-step runbooks pinned to each ticket. Sourced from similar resolved tickets, KB articles, and authored templates, with thumbs up/down feedback to tune the generator.

Intelligent Ticketing

Email-rule and automation-driven assignment, SLA management with escalation thresholds, and conversational features — threaded discussions, @mentions, and reactions.

IT Asset Management

Track client IT assets with bulk assignment, EOL/replacement policies, and NinjaOne device association.

Client Management

Customer and contact records with structured email and phone fields, scoped by tenant.

Project Management

Project tracking with status workflows, team assignment, and budget tracking for structured delivery.

Contract Management

Service contracts supporting per-contact and org-wide billing across flat-rate and hourly units (Time & Materials, Retainer, Block of Hours). Mixed contracts can carry all options on the same agreement; period entries and hour-block ledgers feed the Billables Report and inline triage flow.

Time Tracking

Track billable and non-billable time with built-in timer, work type classification, and detailed reporting.

Financial Management

Invoicing, expense tracking, profitability analysis, and financial reporting for MSP operations.

Business Intelligence

Custom report builder, dashboards, and Quarterly Business Reviews (QBR) with SLA grading, ticket analytics, asset highlights, recommendations library, AI-assisted meeting scripts, presentation mode, and discussion checklists.

Team Management

Technicians, teams, and departments tied to the RBAC model that enforces tenant data access.

Collaboration & RACI

Co-managed IT collaboration platform with RACI charts and integrated communication tools.

Automation & AI

Triggers and actions for tickets, email, schedules, and webhooks — including AI triage suggestions, approvals, surveys, and notifications.

ITIL Compliance

SLA management with policies by priority, response and resolution times, escalation rules, breach tracking, and planned vs unplanned ticket classification.

Cybersecurity & Compliance

Built-in security monitoring, vulnerability management, and automated compliance tracking.

Form Builder & Workflows

Build custom forms with structured fields. Submissions land as records that automations can act on, and forms can be exposed to the customer portal.

Knowledge Base & Documentation

Centralized knowledge management, SOPs, and documentation for consistent service delivery.

Customer Portal

Self-service portal for customers to submit tickets, view assets, and access your knowledge base. Staff can emulate any company view with View as Company.

Secure Password Sharing

Zero-knowledge password sharing: AES-256-GCM in the browser, decryption key never reaches our servers, two-channel delivery (link + decryption key) by design. Automatic expiration and view limits.

Meetings & Transcription

Record meetings with AI-powered transcription, automatic summaries, and searchable archives.

Integrations

Connect Core with NinjaOne RMM (device sync, org mapping), Asana (task sync), Everhour (time sync), and Slack (notifications and ticket links — partial).

API Integration

RESTful API for integrating Core with your existing tools and building custom workflows.

Onsite Scheduling

Built-in scheduling for technician onsite visits with availability tracking, customer-linked schedules, and team-wide trainings and company events.

File Management

Upload and manage documents, files, and attachments across the platform.

Notifications

Conversational inbox with threaded discussions, @mentions, emoji reactions, email alerts, web push (beta), and configurable per-user notification preferences.

Customer Feedback

Collect and analyze customer feedback and satisfaction scores.

Categories & Tags

Organize tickets, assets, and other records with categories and tags.

Activity Tracking

Audit logs for tickets, email routes, and key admin events across the platform.

Goals & OKRs

Set and track team goals and objectives.

Feature Status

What's Available Now vs Coming Soon

Core is actively developed with new features released regularly.

Available Now

Fully functional features ready for production use

AI Assistant
AI Runbook Assistant
Activity Tracking
Automation & AI
Business Intelligence
Categories & Tags
Client Management
Contract Management
Customer Feedback
Customer Portal
File Management
Form Builder & Workflows
IT Asset Management
ITIL Compliance
Integrations
Intelligent Ticketing
Knowledge Base & Documentation
Notifications
Onsite Scheduling
Project Management
Secure Password Sharing
Team Management
Time Tracking

Experimental

Early access features; behavior may change

Goals & OKRs
Meetings & Transcription

Coming Soon

Advanced features in active development

API Integration
Collaboration & RACI
Cybersecurity & Compliance
Financial Management
All users get access to new features as they're released

Ready to run your MSP on Core?

Start a free trial or talk to us about a guided rollout for your team.