Explore Powerful Features
Built for MSPs

Store all client information, contacts, service history, and documents in one secure database. Give clients instant access through a professional self-service portal.

• Rich client profiles with contacts, assets, and notes
• Document storage and version history
• Activity timeline and communication logs
• Role-based access controls
• Self-service client portal (documents, contracts, tickets, knowledge base)

Build professional contracts with our rich text editor or upload templates. Track status, renewals, and approvals automatically.

• Built-in rich text editor or custom template uploads
• E-signatures and approval workflows
• Renewal date tracking and automated notifications
• Contract status dashboard (Active, Pending, Expiring)
• Version history and audit trail

Keep billing organized by connecting clients, contracts, and service details in stackmsp before preparing invoices in QuickBooks.

• Organize billable services by client and contract
• Keep contract and billing details easy to reference
• Prepare invoice-ready information for QuickBooks
• Reduce missed charges and manual follow-ups
• Improve visibility into client billing activity

Design beautiful quotes and proposals with drag-and-drop ease. Track when clients view them and convert wins into contracts instantly.

• Drag-and-drop proposal builder
• Template library with branding
• Real-time view tracking
• One-click conversion to contracts
• Custom pricing tables and terms

Assign tasks, manage workloads, and keep every project on track with powerful collaboration features designed for service teams.

• Kanban boards for projects and tickets
• Task assignment and deadlines
• Team workload and availability views
• Role-based permissions
• Time tracking and reporting

Track performance, client activity, sales, tickets, and operations with clear dashboards.

• Interactive KPI dashboards
• Revenue and growth trends
• Client profitability analysis
• Team performance metrics
• Exportable reports

Give clients a secure portal to submit requests, view updates, and manage information.

• 24/7 client access to documents and contracts
• Ticket submission and status tracking
• Knowledge base access
• Secure document sharing
• Client profile management

Store guides, SOPs, FAQs, and internal documentation in one easy-to-access place.

• Article creation and organization
• Searchable knowledge repository
• Internal and external access controls
• Version history for documents
• Quick reference for support teams

Track client devices, assets, users, warranties, and important system details.

• Complete asset inventory and tracking
• Warranty and license management
• Device history and audit logs
• Client asset associations
• Automated alerts for expirations

Manage support requests, assign technicians, track status, and resolve issues faster.

• Ticket creation and assignment
• Priority and SLA tracking
• Internal team collaboration
• Client communication history
• Resolution time analytics

Automate repetitive tasks, reminders, approvals, notifications, and client follow-ups.

• Custom workflow builder
• Automated notifications and reminders
• Approval routing and escalations
• Task automation rules
• Integration with client actions

Manage the complete client journey from prospect to onboarding to long-term retention.

• Client onboarding workflows
• Milestone tracking
• Client health scoring
• Retention and churn analysis
• Historical activity timeline