GGraftPal

By Industry Solution

CRM Software for Managed Service Providers

Win more managed service contracts with a CRM built for MSPs. GraftPal tracks leads, SOWs, recurring billing, and contract renewals in one connected platform.

GraftPal is the all-in-one CRM software built for it managed service providers and outsourced it firms, covering your full workflow from first enquiry to final invoice, without the tool-switching.

Lead Capture
Visual Pipeline
Proposals
Invoicing

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GraftPal Jobs β€” track, schedule, and manage all your jobs in one place

58%

Revenue Growth

Average revenue uplift reported by IT managed service providers and outsourced IT firms on GraftPal

<30s

Lead Response Time

GraftPal routes and alerts you the moment a new lead arrives

72%

Close Rate Uplift

When msp crm software leads are managed inside a single CRM

10 hrs/wk

Admin Time Saved

Automating follow-ups, proposals, and invoicing in GraftPal

Win More Managed Service Contracts and Protect Recurring Revenue

Managed service providers compete on trust, responsiveness, and clearly scoped service agreements. New business comes from referrals, networking, and inbound leads β€” but lead qualification is inconsistent, especially when different team members assess opportunities to different standards. Without a structured pipeline, promising leads stall and contracts go to competitors who moved faster.

The real challenge for MSPs is protecting and growing existing recurring revenue. Contract renewals need proactive management months ahead, scope changes during the contract term need documenting, and recurring billing must stay aligned with the actual services delivered. When renewals slip through, you lose monthly recurring revenue that took months to win.

Why GraftPal

GraftPal standardizes MSP lead qualification with structured pipeline stages, tracks every contract from SOW through onboarding and active service, and triggers automated renewal reminders well before expiry. Recurring billing stays tied to your service scope so revenue is always accurate.

Impact by the Numbers

The Business Impact for Managed Service Providers

What it managed service providers and outsourced it firms unlock when they replace disconnected tools with GraftPal's all-in-one CRM platform.

Pipeline Conversion

2.3x

IT managed service providers and outsourced IT firms convert at more than twice the rate when every deal is tracked in a single CRM

Faster Payments

50%

Integrated invoicing cuts the gap between project completion and cash in the bank

More Leads Captured

3.2x

GraftPal's built-in lead capture pulls enquiries from every channel into one pipeline automatically

Pipeline Stages Tracked

7

Every stage from first touch to final payment is visible in GraftPal, no spreadsheet needed

Tools Replaced

3+

On average, GraftPal users eliminate three or more disconnected apps when switching to the platform

Active Within Week One

92%

Fast onboarding and pre-built templates mean most users are live and capturing leads within 15 minutes

Common Challenges

Challenges Facing Managed Service Providers Professionals

Real problems that cost it managed service providers and outsourced it firms time and revenue, and that one well-configured CRM platform eliminates.

Lead qualification varies across sales reps.

Contract renewals slip through without reminders.

Recurring billing and scope changes are hard to track.

app.graftpal.com/jobs
GraftPal Jobs β€” track, schedule, and manage all your jobs in one place

The GraftPal Solution

How GraftPal Works for Managed Service Providers

Every feature is native to GraftPal, no add-ons, no extra subscriptions, no integrations to maintain. Explore the full platform and see how it all fits together.

Lead Capture

Capture inbound enquiries from forms, social, and referrals into one organised pipeline.

Explore Lead Capture Forms on the platform

Visual Pipeline

Track every opportunity stage in a clear visual pipeline so nothing slips through.

Explore Visual Pipeline on the platform

Proposals (SOW/milestone)

Create SOWs tied to milestone delivery and billing.

Explore Proposals on the platform

Invoicing (recurring)

Automate recurring invoices so monthly billing stays consistent.

Explore Recurring Invoices on the platform

Automation

Automate follow-ups so leads never go stale.

Explore Workflow Automation on the platform

Reports

Track conversion rates and revenue across your pipeline.

Explore Pipeline Reports on the platform

Your Pipeline

A Pipeline Built for Managed Service Providers

Every stage of your workflow, tracked and automated from first enquiry to final payment.

1
Lead
2
Assessment
3
SOW
4
Contract
5
Onboarding
6
Active
7
Renewal

Key Benefits

Why Managed Service Providers Professionals Switch to GraftPal

One CRM. No More Tool Juggling.

GraftPal replaces the patchwork of spreadsheets, email threads, and disconnected invoicing apps that most it managed service providers and outsourced it firms rely on. Your pipeline, proposals, invoicing, and automations are all connected inside a single platform, so nothing slips and nothing needs syncing.

Your Full Pipeline, Stage by Stage

See exactly where every deal stands, from Lead through to Renewal, in a clean visual CRM pipeline. Spot stalled deals fast, follow up at the right moment, and keep revenue moving without manual tracking.

Proposals and Invoices Built Into Your Workflow

GraftPal isn't just a msp crm software. Send professional proposals, collect e-signatures, and issue invoices without leaving the platform. Shorten approval cycles, reduce payment delays, and cut the admin that drags out deals.

Automation That Compounds Over Time

Set up follow-up sequences, stage triggers, and reminder automations once, then let GraftPal run them on every deal. Fewer leads go cold, less time is spent chasing, and your pipeline moves even when you're heads-down on delivery.

app.graftpal.com/jobs
GraftPal Jobs β€” track, schedule, and manage all your jobs in one place

Use Cases

Who Uses GraftPal for Managed Service Providers

From solo operators to growing teams, here's how it managed service providers and outsourced it firms use GraftPal as their all-in-one CRM to win more business and reduce overhead.

01

IT managed service providers and outsourced IT firms ready to replace scattered tools with one connected CRM, so every lead is captured, every deal is tracked, and every invoice goes out on time without switching apps.

02

Professionals looking for a msp crm software with real pipeline visibility, who need to see exactly where each deal sits and act before opportunities go cold.

03

Businesses that want managed services crm built into the same platform as their proposals and billing, not bolted on through a third-party integration.

04

Teams scaling up who need consistent workflows, shared pipeline access, and accurate revenue forecasting, all inside a single CRM built specifically for it managed service providers and outsourced it firms.

Explore the Platform

Platform Features for Managed Service Providers

GraftPal is built around three connected hubs, Marketing, Sales, and Commerce, giving it managed service providers and outsourced it firms a complete CRM software platform with every tool in one place.

Frequently Asked Questions

Managed Service Providers FAQs

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