Agreements that connect to real delivery.
Manage contracts and billing relationships without duplicating customer records in another silo.
When contracts live in PDF folders, nobody knows what is active or how it maps to tickets. Core ties agreements to customers so renewals and billing conversations start from truth in the system.
Contract records
Store terms where finance and delivery can see them.
Customer-linked. Contracts associate to companies you already manage—no shadow CRM for legal docs.
Operational clarity. See which agreements apply when you are planning work or reviewing account health.
Store terms where finance and delivery can see them.
Billing alignment
Billing units that reflect how you sell.
Usage and flat patterns. Model the billing modes your MSP actually sells, backed by database structures designed for RLS.
Links, not spreadsheets. Contract links keep related records connected for reporting and audits.
Sent for signature
Both parties
Fully executed
Stored in Core
Billing rules
Synced to finance
Billing units that reflect how you sell.
Governed access
Sensitive commercial data stays permissioned.
Role-based visibility. Only the roles you authorize read or change contract and billing data.
Tenant isolation. Every record stays scoped to the workspace it belongs to.
Sensitive commercial data stays permissioned.
Frequently asked questions
Ready to try Core?
Start a free trial or talk to us about rolling out Contract Management with your team.