CONNECTWISE PSA
MSP CRM software to streamline sales and manage client relationships
Close pipeline opportunities faster, manage client relationships, and stay organized with purpose-built MSP CRM software.
A simplified approach to MSP sales management with ConnectWise PSA
Stay focused on closing business, not chasing follow-ups. Our MSP CRM software helps you manage sales pipelines, track every opportunity, and ensure no next step is missed—so you can close deals faster and keep client relationships moving forward.
Create and track opportunities
Create and manage sales opportunities with centralized access to every interaction across your organization. Your team can find lead sources, track communications, log activities, and identify product or service interest—all in one place.
Never miss a sales follow up
Stay on top of every sales opportunity with powerful built-in automation. Keep deals moving forward with reminders and task scheduling that help you identify what’s working.
Automate sales processes
Streamline your sales workflow and reduce manual errors with automation built into our MSP sales software. Automatically schedule follow-up activities such as phone calls and emails.
Manage your sales pipeline
Keep your pipeline healthy and predictable. Our MSP CRM software helps you set and track team quotas, follow opportunities through the sales funnel, and forecast with confidence to make more strategic pipeline management decisions on high-probability deals.
Automate internal communication
Ensure your team, cross-functional groups, and management stay aligned with automatic updates on opportunity status, renewals, and closed deals. Maintain real-time visibility across teams to improve collaboration, reduce miscommunication, and drive sales momentum.
Simplify the handoff from sales to service
Once a deal closes, there’s no need to re-enter details. With built-in MSP CRM functionality in ConnectWise PSA, information from the opportunity record flows seamlessly into agreements, projects, and services, automating the transition from sale to delivery.
Discover the tools to empower your sales team
Track opportunities and close more deals with ConnectWise PSA.
Explore more features of ConnectWise PSA
FAQs
What is the MSP CRM feature in ConnectWise PSA?
The MSP CRM feature in ConnectWise PSA is designed as a powerful suite of tools that brings together everything you need for managing sales pipelines, customer data, and follow-ups in one convenient location! This fantastic resource empowers Managed Service Providers (MSPs) to track leads, assign tasks seamlessly, and close more deals with far less manual effort.
How does CRM for MSPs differ from generic CRM options?
ConnectWise PSA stands out from generic CRMs for MSPs by offering a specialized solution tailored specifically for MSPs. It's expertly integrated with ticketing, projects, billing, and service data, making it uniquely equipped to support the distinct sales processes within the MSP business model.
Can I automate sales activities with ConnectWise PSA?
Absolutely! As part of your MSP sales software, ConnectWise PSA lets you effortlessly automate key sales activities such as sending follow-up emails and updating opportunity statuses. Plus, it ensures your team is instantly notified when deals are moving forward, making your workflow smoother and more efficient.
Is this MSP CRM software scalable for growing teams?
Definitely! Whether you're a small, agile team or experiencing rapid growth, this CRM scales effortlessly with your business, empowering every representative with equal visibility and automation capabilities.
What visibility do I have into my pipeline?
You’ll enjoy a detailed view of open opportunities, deal stages, projected revenue, and quotas. The intuitive dashboards within the MSP CRM software will help you forecast accurately and gear up for exciting future growth.
Does ConnectWise PSA integrate with other tools?
Yes, indeed! PSA smoothly integrates with other tools in the ConnectWise ecosystem, providing your sales team with direct access to invaluable service and billing insights right within the MSP CRM interface.