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.

app — Core

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 tickets, create tickets, look up contacts and companies, and search the knowledge base using natural language.

Intelligent Ticketing

Advanced routing, SLA management, and automated escalation for exceptional service delivery. Includes conversational features with threaded discussions, @mentions, and reactions.

IT Asset Management

Complete visibility and control over all client IT assets with automated discovery and tracking.

Client Management

Comprehensive CRM with project tracking, contracts, and strategic planning tools.

Project Management

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

Contract Management

Create and manage service contracts with billing integration.

Time Tracking

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

Coming Soon

Financial Management

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

Business Intelligence

Custom Report Builder, Executive Summary Reports, and Quarterly Business Reviews (QBR) with SLA grading, ticket analytics, asset highlights, recommendations library, action item tracking, meeting scripts with AI-assisted generation and presentation mode, and discussion checklists.

Team Management

Role-based access control, skill tracking, and performance metrics for your technical team.

Coming Soon

Collaboration & RACI

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

Experimental

Automation & AI

Automation retry configuration, testing tools, and trigger management available now. More AI features coming soon.

ITIL Compliance

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

Coming Soon

Cybersecurity & Compliance

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

Form Builder & Workflows

Create custom forms, automate approval processes, and build client-facing workflows for any business need.

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

One-time encrypted password sharing with client-side encryption, automatic expiration, and zero-knowledge architecture.

Experimental

Meetings & Transcription

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

Experimental

Integrations

Connect Core with external services like Slack, Asana, Everhour, and NinjaOne RMM.

Coming Soon

API Integration

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

Onsite Scheduling

Manage customer onsite schedules and visits with calendar integration.

File Management

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

Notifications

Conversational inbox with threaded discussions, @mentions, emoji reactions, push notifications, email alerts, and configurable 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

Track all activities and changes across the platform for audit purposes.

Experimental

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

Experimental

Early access features; behavior may change

Automation & AI
Goals & OKRs
Integrations
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.