CRM for IT managed service providers
Per-seat plans and the onboarding project, on one quote.
An MSP deal is a monthly per-seat agreement and a one-time onboarding project at the same time, and most CRMs make you pick one. Coeffection sells both together and keeps seat counts and renewals on the agreement.
Sound familiar?
Recurring and project work get split up
The monthly agreement goes in one system, the onboarding project in another, and nobody sees the whole deal or its real value.
Seat counts live in a spreadsheet
Clients add users, drop users, and add services. The current count and the renewal date sit in a sheet somebody has to remember to update.
Renewals sneak up on you
Agreements come up for renewal with no warning, and price increases or upsells get missed.
How Coeffection fits
One CRM you shape to the way you actually work.
Recurring seats and one-time projects together
Products can be monthly, annual, or one-time, so one quote carries per-seat plans, add-on services, and the onboarding project, with recurring revenue reported on its own.
Per-seat pricing that adds up
Price by seat, device, or tier with pricing formulas, and let margin rules flag a deal that was discounted too far.
Renewal and expansion pipelines
Track new logos, renewals, and add-on sales in their own stages, with follow-up tasks due before an agreement comes up for renewal.
From signature to invoice
Clients e-sign the agreement, and the signed quote becomes an invoice in QuickBooks Online or NetSuite with no re-keying.
See it in action
Your work, set up the way you already run it.
Real screens from Coeffection, set up for a business like yours. The company and customers are made up; the product is not.
Swipe to see the whole screen.
Swipe to see the whole screen.
Integrations
Works with the tools you already use.
Recurring and project invoices
Invoices for smaller MSPs
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Microsoft TeamsDeal and approval alerts in Teams
Approvals and alerts in Slack
Frequently asked
Is Coeffection a PSA or RMM tool?
No. Coeffection is the CRM and quote-to-invoice layer: pipeline, quotes, agreements, approvals, and invoicing. It sits alongside your PSA and RMM, not in place of them.
Can one quote include monthly seats and a one-time project?
Yes. Each product can be one-time, monthly, or annual, so the onboarding project and the ongoing agreement are sold together.
Can I see monthly recurring revenue?
Yes. Recurring products are reported separately, and forecasting can show recurring revenue by product.
Does it connect to accounting?
Yes. Coeffection connects to QuickBooks Online and NetSuite, and signed quotes become invoices there.