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Rodok for managed service providers

Best CRM for MSP: sell managed services without losing leads

Track every prospect from first call to signed agreement, with the assessment, the proposal and the renewal date on the record.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Track every prospect from first call to signed agreement, with the assessment, the proposal and the renewal date on the record. Built around how managed service providers actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages managed service providers actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for managed service providers

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Prospects, proposals and renewals in one pipeline
  • Referral partners tracked on every deal
  • Contract end dates as dated tasks
  • Email and calendar on the record

Not what Rodok is for

  • Ticketing and remote monitoring
  • Contract billing
  • Documentation and passwords

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

The best CRM for MSP teams keeps every prospect, assessment and proposal in one pipeline, and reminds you when a managed services agreement is due for renewal. It sits next to your ticketing and monitoring tools, not in place of them. Searches for a CRM for MSPs usually mean one thing: stop deals from slipping while the team is busy fixing client problems.

How selling works for a managed service provider

Most MSPs sell to small and mid-size businesses. The buyer is often an owner, a CEO, an office manager or an operations lead, and sometimes a finance person. They want fewer outages and one team to call, so trust and referrals matter most.

Leads come from referrals by accountants, bankers, insurance brokers and software vendors, from existing clients, from local networking and from outbound work. The sales effort competes with delivery, so follow-up is the first thing to slip.

Stages that fit most MSPs:

StageWhat it meansNext step to log
LeadA referral, inquiry or outbound replyBook a discovery call
Discovery callYou learned how they run IT todayOffer a network or security assessment
AssessmentYou are reviewing their environmentPresent the findings
ProposalScope and monthly price sentFollow up in 3 to 5 days
Agreement signedThe managed services agreement is inHand to onboarding, set the renewal date

Log the date a prospect's current provider contract ends: they may sign then.

What to look for in a CRM

  • Referral partners as people. Link each accountant, insurance broker or vendor contact to the deals they sent, so you know who to thank and who to visit.
  • Contract dates as tasks. A reminder 120 days before a client's renewal, and another for the prospect's current contract end, gives you a reason to call.
  • Companies and contacts linked. The owner, the office manager and the person who handles IT are different people at one company. You want to see all of them.
  • Email and calendar on the record. Proposals and assessment times live in your inbox. If they attach to the deal, anyone on the team can pick it up.
  • A weekly list of deals with no next step. It is the cheapest way to catch a proposal that went silent. See what a sales pipeline is.

Signals worth watching

Public events that often come before a business looks for a new IT provider. Each tracker below is a sentence you type into Rodok Pro. Rodok sees LinkedIn posts, job changes, hiring and company news.

  • An in-house IT person leaves. Tracker: "IT managers and IT directors who left or changed roles in the last 60 days at companies with 20 to 300 employees in (your region)". A company without its IT lead often needs cover.
  • A company hires for IT support. Tracker: "companies hiring an IT support specialist, systems administrator or help desk technician in (your region)". Some owners prefer outsourcing once they see the salary. See hiring for your job.
  • A new office or a move. Tracker: "companies announcing a new office or location in (your region)". Setting up a network is a project. See new office or market.
  • A merger or a growth spurt. Tracker: "companies announcing an acquisition or a merger in (your region)". Two IT setups need to become one.
  • A post about an outage, a scam or a problem with a provider. Tracker: "posts from business owners complaining about their IT provider or an outage". See pain point posts.

A first message example

An example, with made-up names:

Subject: Your IT lead role at Thornfield Hi Gwen, I noticed Thornfield Accounting is hiring a systems administrator. If you would rather not run IT in-house, we offer managed support for firms your size, including a free network review so you can compare options. If that is useful, I can send what the review covers. If not, good luck with the search.

Where Rodok fits and where it does not

Rodok Starter is a sales CRM: companies, people, deals, tasks, notes, files, Gmail and Outlook on every record, a calendar, booking links, reports and team chat. Pro ($79 a month for 3 seats) adds LinkedIn signals, a lead database, sequences and AI.

It is not a professional services automation tool. It will not take tickets, monitor devices, track hours, bill monthly contracts or store documentation. Keep those tools for delivery. Rodok does not integrate with them, so the handoff from signed to onboarded is a manual one.

Frequently asked questions

Can I use my PSA as my CRM?

Some PSA tools include basic sales features, and if your team uses them that may be enough. A dedicated CRM is worth it when sales feels like an afterthought.

How should an MSP track renewals?

Put the agreement end date on the company, and add tasks well ahead of it. For a prospect, log the end date of their current provider's contract if you learn it, and call before it.

What stages should an MSP pipeline have?

Start with lead, discovery, assessment, proposal and signed. If you do free assessments, keep the assessment as its own stage, because it shows how many prospects get that far and how many sign afterward.

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