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.
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.
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.
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.
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.
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.
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.
Ready to close more MSP deals?
Join MSPs already using CommandMSP to manage their clients, close more deals, and scale without the chaos.
7-day free trial · No commitment · Setup in under 5 minutes