CRM that matches how MSPs sell and deliver.
Keep companies, contacts, and communication history aligned with tickets, projects, and contracts.
If customer data only lives in one person’s inbox, delivery suffers. Core gives you a shared account model so sales, projects, and support see the same org structure and contacts.
Account model
One company record, many relationships.
Structured contacts. Emails, phones, and roles stay on the contact so lookups are fast during incidents.
Audit-ready records. Structured records support audits and migrations without breaking tenant isolation.
One company record, many relationships.
Delivery alignment
Connect CRM data to the work you are already doing.
Tickets and projects. Reference the right customer and POC when work is opened—without retyping company names.
Less duplicate entry. Create contacts in context (for example from a company page) so data entry matches real workflows.
Last QBR
Notes + action items
Renewal window
90 days
Expansion opp
Security bundle
Connect CRM data to the work you are already doing.
Governance
Permissions that respect tenant boundaries.
RLS-first. Row-level security enforces separation between tenants and roles—marketing claims are backed by the same model as the app.
Audit-friendly. Structured records beat sticky notes when you need to prove who approved what.
Permissions that respect tenant boundaries.
Frequently asked questions
Ready to try Core?
Start a free trial or talk to us about rolling out Client Management with your team.