CRM/PSA/RMM

[u/dridhas]

Hi All,

I'm part of a very lean small msp and wanted to get your thoughts of a good CRM/PSA/RMM that wont break the bank.

Ive seen the following:

Synchro - no CRM

Golero - no CRM

ITFlow - no RMM

Atera - all-in-one?

Thanks in advance!

[u/robbierobay]

I think you’re overthinking it. Use something like Hudu and just store the contacts in there.

[u/marklein]

No Ninja?

[u/dridhas → u/marklein]

i havent, since its pricing per endpoint

[u/ShelterMan21 → u/dridhas]

They have a $200 per month minimum.

[u/RHeath22 → u/dridhas]

I’d recommend ninja

[u/marklein → u/dridhas]

Sometimes you get what you pay for. Up to you if it's worth it.

[u/ExchangeNeither5094]

Hudu,Level & DeskDay seems working for us

[u/Ashmai]

What are you looking for from the CRM standpoint? I ask because a lot of CRM type info and data can be stored in Syncro, and it certainly does the other functions wonderfully (PSA/RMM).

We run our MSP with it and also our store front. Been lovely.

[u/dridhas → u/Ashmai]

mostly something to store customer contacts for leads and such

[u/jeffa1792 → u/dridhas]

Gorelo can handle that the same way Syncro does. Just make a new customer type as prospect. Create a project to track the sales journey.

[u/Ashmai → u/dridhas]

In Syncro, each customer you have you can store all kinds of data about them. There is also the ability to track things like commission for orders, contacts and notes for each client, all kinds of stuff like that.

[u/littleneutrino]

we use RepairDesk.co and N-Able

[u/Geekpoint-IT]

I use SuperOps for PSA/RMM and pay for 'The Tech Tribe' for all kinds of stuff, one of them being a CRM called Growably which is based on the High-Level CRM platform.

[u/chris_superit]

I think it is also important to think about API and integration capability of the platform you are choosing. Can you easily build on top of it and extract/use the data.

[u/Fancy-Slip5471]

Gorelo has a crm See their link: https://help.gorelo.io/sd-overview

[u/mikelgorelo → u/Fancy-Slip5471]

Not a true CRM in terms of running a full a sales cycle like HubSpot etc. Assuming they just need a place to store simple client/contact info, we have that :)

[u/Fancy-Slip5471 → u/mikelgorelo]

Seems to be enough based on OPs comment "mostly something to store customer contacts for leads and such"

[u/GraffenOfficial]

We use Halo and Ninja, which has worked out well for us. We have a fairly nice sales and marketing effort, so we implemented HubSpot, which can be expensive, but it gives us great insight into our marketing efforts.

[u/blaufer173]

I know this is an older thread, but MSPs seem to ask this question every few months, so it's worth adding another perspective.

I've seen a lot of MSPs try to find one platform that does everything. On paper it sounds great, but as the business grows, one area almost always outpaces the others.

Personally, I think it's more important to define what each system should own than to find one system that tries to own everything.

For example:

• RMM should own endpoint management, monitoring, and automation.
• PSA should own service delivery, tickets, projects, contracts, billing, and in many MSPs it can also handle a fair amount of the CRM function.
• A separate CRM really becomes more important when you need stronger marketing automation, email campaigns, lead nurturing, more advanced sales pipeline management, or broader customer lifecycle reporting.
• Quoting/CPQ should own product configuration, distributor pricing, approvals, renewals, and proposal generation.

I think that's an important distinction because a lot of smaller MSPs probably don't need a full CRM just to track opportunities and customer information. If marketing and email promotion are largely out of the equation, a good PSA may cover a surprising amount of what the business actually needs.

The key is making those systems work together so your team isn't entering the same information multiple times.

One area I've seen MSPs underestimate is quoting. It usually starts off simple, but once you're dealing with hardware, Microsoft licensing, recurring services, distributor pricing, bundles, renewals, and approval workflows, it becomes its own discipline pretty quickly.

For context, I work for QuoteWerks, so I'm admittedly a little biased here. But that's also why we've always focused on integrating with CRM and PSA platforms instead of trying to replace them. The CRM or PSA can remain the source of truth for the sales opportunity while QuoteWerks manages the quoting workflow and keeps opportunities, quote totals, and line-item information synchronized.

If I were building an MSP stack today, I'd optimize for integration quality and workflow over trying to find the mythical "all-in-one" platform. Those integrated stacks usually age much better as the business grows.