An Agent-first CRM for MSPs
Dunder Mifflin's Microsoft 365 renewal is due this month. Only 15 of 19 seats are active, and Business Standard is holding back their security. I'm building the renewal quote.
6:02 AM
Doing discovery
Renewal this month, 19 seats licensed
Reviewing seats and licensing
Working...
Quote · Q-2041
Microsoft 365 renewal · Scranton
Prepared for
Michael Scott · Regional Manager
Agreement
Managed Services MSA · Silver
Matched to the previous renewal. Pricing refreshed from the connected catalog.
It updates agreements, contacts, devices, licenses, sites and account history as connected systems change.
It creates and updates quotes, refreshes catalog pricing and holds the finished draft for your review.
Connect PSA, Microsoft 365, distributor, RMM, documentation and feedback data to the same client record.
The agent creates and updates quotes, refreshes catalog pricing and carries the current agreement, devices and licenses into a reviewable draft.
Quote workspace
The agent builds workflows around your triggers, owners and approvals. It watches the client record, drafts the work and pauses where your team wants review.
Arden Manufacturing · Q-2038
Quote sent · $48,200
September 4 · opened three times
No reply for six days
Threshold crossed · follow-up opened
Email Draft ready for your approval
OutlookDana, the quote reflects the pricing we talked about from March. Do you have any time for a quick walkthrough on Thursday?
It compares agreements with PSA, RMM, Microsoft 365 and security data, then surfaces a scoped change before the QBR or renewal.
Peregrine Bank · account health
Seats used
91%
MFA coverage
100%
Renewal in
74d
Opportunity opened automatically
Agreement is showing 20 devices, but RMM has 33 devices.Suggested Agreement Change: + 13 Devices
Connect your PSA, Microsoft 365, distributor, RMM and documentation tools. The agent turns that client data into work your team can review.
Assessment
The agent maps findings and source evidence to the framework, then keeps each control's status current.
QBR
The agent assembles client metrics, risks, open work and priorities into a reviewable QBR.
Roadmap
The agent turns findings and project opportunities into sequenced initiatives, then keeps owners and next actions current.
Bring in the PSA, then add Microsoft 365, distributor, RMM, documentation or feedback data as the work calls for. Build the assessment, roadmap, QBR and quote from the same record.
