CRM & Pipeline

Your MSP
sales engine.

Stop losing deals in spreadsheets. CommandMSP's built-in CRM tracks every lead, contact, and opportunity — built specifically for MSP sales cycles.

SALES PIPELINE — Q2 2026 · 27 active deals
+ NEW DEAL
PROSPECTING8
$24.4k pipeline
Harbor Logistics
$3,200/mo2d in stage
Peak Systems
$1,800/mo5d in stage
Lakewood Dental
$2,100/mo1d in stage
PROPOSAL SENT5
$31.6k pipeline
Nexus Medical Grp
$4,600/mo7d in stage
Summit Legal
$2,400/mo10d in stage
NEGOTIATION3
$19.8k pipeline
Vertex Digital
$5,400/mo12d in stage
Cornerstone IT
$2,200/mo15d in stage
CLOSED WON11
$42.1k pipeline
Atlas Networks
$7,800/moWon Apr 14
Meridian Group
$3,100/moWon Apr 11
Doral Medical Ctr
$5,200/moWon Apr 8
01

Lead Management

Auto-scored leads by vertical fit, company size, and location. Know who's worth calling first without spending hours on research.

AI lead scoring

Every lead gets a score based on vertical, size, location, and engagement signals.

Vertical filtering

Filter by medical, legal, finance, manufacturing — the verticals you specialize in.

Territory management

Assign leads by geography or account owner. No duplicate outreach.

Lead source tracking

Know which channels are generating your best leads.

02

Sales Pipeline

A Kanban board built for MSP deals. Track every opportunity from first call to signed contract with MSP-specific stages.

MSP-specific stages

Prospect → Qualified → Proposal → Closing → Won. Built for recurring revenue sales.

Deal age tracking

See how long each deal has been in each stage. Spot stalled opportunities immediately.

Pipeline value

Real-time MRR pipeline value by stage. Know your expected revenue before it closes.

Drag-and-drop

Move deals between stages with a drag. Fast, visual, intuitive.

03

Contact Management

Every decision-maker, IT contact, and billing contact in one place — linked to their company, with full interaction history.

Role-based contacts

Tag contacts as decision-maker, IT contact, billing, or champion.

Company linking

All contacts linked to their parent company for complete account views.

Communication history

Every email, call, and meeting logged against the contact.

Quick-add from leads

Convert a lead contact to a client contact in one click when you close.

04

Email Outreach

Sequences built for medical offices and law firms. Send, track opens, log replies — all without leaving CommandMSP.

Vertical-specific sequences

Pre-built sequences for medical practices, law firms, financial services, and more.

Open and click tracking

Know exactly when a prospect opened your email and what they clicked.

Automated follow-ups

Set conditions: if no reply in 3 days, send follow-up #2 automatically.

Reply logging

Replies sync back into the CRM automatically for full conversation history.

05

Activity Timeline

Every call, email, meeting, and note logged. Full history on every lead and client — never lose context on an account.

Full call log

Log call notes with duration, outcome, and next steps in seconds.

Email thread history

Every email sent or received, visible in the timeline.

Meeting notes

Log meeting notes with action items and next steps tied to the account.

Custom notes

Add notes, attachments, and tags. Find anything with search.

06

Pipeline Reports

Funnel visualization, close rates, average deal size, and rep leaderboard. Know your sales performance at a glance.

Funnel visualization

See conversion rates at every stage. Find where deals are stalling.

Close rate tracking

Know your win rate by rep, vertical, and deal size.

Average deal size

Track MRR per closed deal over time. See if you're moving upmarket.

Rep leaderboard

See who's closing, who's booking meetings, and who needs coaching.

Get Started Today

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