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MSPs and IT services

MSP software for the business side.

MSP software runs the business side of a managed service provider: the client list, the ticket queue, the contracts.

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  • Closing this month
  • Open tickets
Sales
  • Contacts
  • Companies
  • Deals
  • Leads
Billing
  • Invoices
  • Quotes
  • Payments
Support
  • Tickets
  • Knowledge base
Team
  • Employees
  • Time off
  • Docs
DealsShareImport/ExportNew deal
All dealsMy dealsClosing this monthFilterSort
Scoping8$354k

Pinegrove logistics rollout

Pinegrove Logistics

$96k
Oct 16, 20261d

Hearthworks starter

Hearthworks

$8,400
Oct 9, 20264d

Junction POS

Junction Coffee

$31k
Oct 23, 20267d
New deal
Quoted9$649k

Northwind Trading Q3 expansion

Northwind Trading

$12k
Overdue 18dtoday

Summit enterprise

Summit Outfitters

$180k
Sep 30, 20261d

Ardmore patient portal

Ardmore Health

$54k
Oct 3, 20262d
New deal
Onboarded7$353k

Lumen onboarding

Lumen Studios

$30k
Sep 12, 20267d

Coastline platform

Coastline Ferries

$140k
Sep 5, 202614d
New deal
Add status
2 of 9 in Deals
Summit enterprise

Summit Outfitters

Quoted

Highlights

Stage
Quoted
Value
$180,000
Next step
Fix the SSO bounce before the 2pm call
Today, 2:00 pm
Last touch
1 day ago
Tom Reyes

Details

CompanySOSummit Outfitters
OwnerTom Reyes
PeopleBruno Feltrin
Amount$180,000
Close dateSep 30, 2026

Your stack costs more than the work it tracks.

A help desk for tickets, a CRM for the client list, an invoicing tool for the plans, or PSA software for MSPs that costs more than all three. Four bills, and a client whose contract and open ticket live in different ones.

  • A help desk
  • A CRM
  • An accounting tool
  • A shared inbox
  • A project tracker
  • A billing tool

A week in an MSP, and what carries each part of it.

The account, the plan, the queue and the people who work it, on one set of records.

CRM

The account

One record per client company: the contacts, the renewal, the open work, and the fields you added for sites or asset counts.

DealsAll dealsMy dealsNew deal
Proposal9$560k

Veranda supply

Veranda Supply Co

$58k
Oct 2, 20261d

Prentice Motors stock feed

Prentice Motors

$47k
Oct 7, 20263d
Negotiation9$649k

Northwind Trading Q3 expansion

Northwind Trading

$12k
Overdue 18dtoday

Summit enterprise

Summit Outfitters

$180k
Sep 30, 20261d

Ardmore patient portal

Ardmore Health

$54k
Oct 3, 20262d
Won7$353k

Lumen onboarding

Lumen Studios

$30k
Sep 12, 20267d

Coastline platform

Coastline Ferries

$140k
Sep 5, 202614d
Lost3$81k

Tidewater fleet tracking

Tidewater Marine

$44k
Aug 22, 202628d

Greyfield storefront

Greyfield Retail

$9,800
Sep 2, 202617d
Discovery8$354k

Pinegrove logistics rollout

Pinegrove Logistics

$96k
Oct 16, 20261d

Hearthworks starter

Hearthworks

$8,400
Oct 9, 20264d
Summit enterprise

Summit Outfitters

Move stageAdd person
Stage
Negotiation
Company
SOSummit Outfitters
People
Bruno Feltrin
Amount
$180,000
Owner
Tom Reyes
Close date
Sep 30, 2026
Probability
75%

Invoicing

The plan

The managed plan is drafted on a schedule; you check it and send it.

Invoices›INV-1045SentPaidPDFSend invoice
Meridian
hello@meridian.co
Invoice
INV-1045
Bill to
Summit Outfitters
Bruno Feltrin
bruno@summitoutfitters.com
Issued
Sep 19, 2026
Due
Oct 19, 2026 · Net 30
DescriptionQtyRateAmount
Enterprise plan, 150 seats150$1,200$180,000
Subtotal$180,000
Tax (0%)$0
Total$180,000
Balance due$180,000$0
StatusSentPaid
CustomerSOSummit Outfitters
Bill toBruno Feltrin
From dealSummit enterprise
IssuedSep 19, 2026
DueOct 19, 2026
Tax0% per line
CurrencyUSD
RecurringNo
Record payment

INV-1045 · Summit Outfitters

Amount
$180,000
Method
Bank transfer
Received
Sep 19, 2026
Balance after
$0 · paid in full
RecordPart payment

Support

The queue

Tickets take an owner and a priority and run against first-response and resolution targets you set per priority, not per vendor default.

TicketsImport/ExportShareNew ticket
Open
9
2 urgent
Within SLA
9 of 9
none breached
First reply
14 min
median, 7 days
Open 9MineUrgent 2UnassignedFilterSort
Number
Subject
Company
Status
Priority
SLA
Assignee
#2231
SSO sign-in fails for new seats
Summit Outfitters
OpenPending
High
9:40 to SLA
Sam Okoro
#2213
Can’t log in after reset
Northwind Trading
Open
Urgent
12:06
Sam Okoro
#2209
Export is timing out
Brightway Logistics
Open
Normal
3h 40
Sam Okoro
#2204
Add a second admin seat
Fieldstone Freight
Open
Normal
6h 12
Kira Devlin
#2198
Webhook retries failing
Tradelane
Open
Normal
1d
Tom Reyes
#2191
Update the billing contact
Northwind Trading
Open
Normal
2d
Mia Lund
#2187
Invoice copy for June
Veranda
Open
Normal
2d
Mia Lund
#2180
SSO metadata mismatch
Pinegrove
Open
Normal
3d
Tom Reyes
#2174
Training for two new starters
Blue Harbor
Open
Normal
4d
Kira Devlin
Bruno FeltrinOpen

#2231 · SSO sign-in fails for new seats

Bruno2h
Since the rollout our new seats bounce off the SSO screen. Three people so far.
Sam1h
On it — I can see the failed sign-ins.
Drafted from the account's history

Hi Bruno — the SSO domain wasn't verified for the new seats. I've verified it, so all three can sign in now — reply here if it recurs.

Approve & sendEdit

Chat

The escalation

A channel per client or project, so the second engineer on a problem can read what has already been tried instead of asking.

Find
Inbox
  • hello@meridian.co4
  • accounts@meridian.co1
  • Assigned to me2
  • Unassigned3
  • Closed
Channels
  • general
  • sales
  • summit-enterprise
  • support3
  • Add channel
Direct messages
  • Sam Okoro
  • Mia Lund
  • Tom Reyes
summit-enterprise· Enterprise rollout — 150 seats, SSO, pricing4
1 pinned
Sam Okoro10:12
#2231 is the SSO bounce on Summit's new seats. Bruno has three people stuck at the sign-in screen.
Tom Reyes10:14
Create task
He's on the enterprise order too. Can we sort it before the call at 2?
Task👍22 replies
Sam Okoro10:15
On it. I'll put the fix on the ticket and link it here.
Mia Lund10:31
INV-1045 is drafted from the deal. I'll send it once the seats are sorted.
10:40
Bruno's team lead is on the 2pm as well, so worth having the fix confirmed by then.
Kira Devlin11:02
Added the three people to the seat list on the company record.
Message #summit-enterprise
Fix the SSO bounce before the 2pm call

From #summit-enterprise

Create taskCancel
Tom Reyes10:14

He's on the enterprise order too. Can we sort it before the call at 2?

Assignee
Sam Okoro
Due
Today, 2:00 pm
Priority
High
Ticket
#2231
Company
SOSummit Outfitters

Team

The bench

A new engineer's onboarding checklist, their documents, and time off on a calendar the whole team can see.

Time offImport/ExportShareNew request
Away next week
4
of 11 people
Pending
1
Kira · Sep 21 – 25
Approved
6
in the next two weeks
CalendarRequests 1BalancesTodaySep 19 – Oct 2, 2026Type
Person
S19
S20
M21
T22
W23
T24
F25
S26
S27
M28
T29
W30
T1
F2
Ava ChenAccount executive
Sam OkoroSupport lead
Vacation
Tom ReyesAccount executive
Kira DevlinSales development
Vacation
Vacation
Mia LundFinancial controller
Malik OseiEngineering manager
Aaron WhitfieldAccount executive
Vacation
Camille DuvalMarketing lead
Vacation
Sofia MarchettiProduct manager
Elliot DannerSoftware engineer
Noor HaddadHead of data
Kira DevlinPendingApproved

Sales development · Time off request

ApproveApprovedDecline
Type
Vacation
Dates
Sep 21 – Sep 25, 2026
Days
5
Allowance left
11 of 25
That week
2 of 3 in Sales
No overlap in Sales that week

What stops happening.

01 — stops

Asking what this client pays for

The plan, the renewal date and the unpaid invoices sit on the account the ticket already belongs to.

02 — stops

The month that went unbilled

A recurring template raises its own invoice as a draft on the day it is due, so a managed plan cannot quietly skip a cycle.

03 — stops

The ticket nobody owned

Everything in the queue has an owner, a priority and a timer, so a request does not go unanswered because it arrived in the wrong place.

04 — stops

Keeping four tools in step

One workspace to add an engineer to and one bill at the end of the month, instead of a PSA, a CRM, an invoicing tool and a shared inbox that each hold half a client.

AI

Everything in one place, so the AI actually knows.

CRM
Invoicing
Support
Chat
Team
Email
Docs
Meetings
Tasks
Files
Notes
Automations
CRM
Invoicing
Support
Chat
Team
Email
Docs
Meetings
Tasks
Files
Notes
Automations

What do you want to know?

Summarize SOSummit Outfitters, then draft a reply to their open ticket.

Asks before it changes anythingClaude Opus 5
Summarize
Deals, tickets, threads
Draft reply and chase
Tickets & invoices
Triage
The support queue
Meeting prep
Calendar & records

Summarize any record.

where do we stand with summit outfitters?
Three things are live:
Summit enterpriseNegotiation · $180,000 · closes Sep 30
INV-1045Sent today · due Oct 19
#2231SSO bounce · fixed this morning
Suggested action
Draft a reply to Bruno

Draft the reply.

reply to Bruno
Your draft is ready. Review and send:
Draft emailBruno Feltrin
Re: SSO sign-in fails for new seats

Hi Bruno — the SSO domain is verified now, so all three seats can sign in…

Suggested action
Submit as Pending

Triage the queue.

sort the new tickets
Sorted. Nothing moves until you accept:
SSO sign-in fails for new seatsUrgentSamAccept
Invoice PDF comes out blankHighMiaAccept
Add a second admin seatNormalSamAccept
Suggested action
Accept all 4

Prep the meeting.

prep me for the 2pm
Your brief for Summit Outfitters:
Today2:00PM
Summit Outfitters · rollout call
  • Negotiation · $180,000 · closes Sep 30
  • #2231 fixed this morning — confirm it
Suggested action
Ask if the order form is signed

Keep the pipeline clean.

what's stalled?
Two deals are past their close date:
18days past
Northwind Trading Q3 expansion
$12,400 · Ava
Call Dana about the order formAccept
1day past
Kelleher Foods trade portal
$88,000 · Kira
Confirm the revised close dateAccept
Suggested action
Accept both, draft the follow-ups

Pick your favourite model.

Claude
ChatGPT
Gemini
Grok

Automations

What runs without anyone.

When a record changes, create the next record or send the email.

  1. An email reaches the address you forward to Spodus

    a ticket opens in the queue with an owner, a status and a first-response timer already running.

  2. A ticket passes the target you set for its priority

    it is stamped as breached and goes into the digest that reaches the workspace, rather than surfacing when the client calls.

  3. A managed plan falls due

    its invoice is raised as a draft on the day, whether or not anyone signed in; you check it and send it.

AutomationsAutomationsRuns
Follow up on the close dateTestDeactivate
Active
Triggeron Close date · Deal
ActionSend the follow-up
Record date reached
Change trigger type
Record typeDeals
Date fieldClose date
Days offset00 = the day itself; negative = days before; positive = days after

Questions MSPs and IT services ask.

Not answered here? Ask on your own data, in a demo.

Get a demo
  • Does this replace our RMM?

    No. Spodus runs the business side: the client list, the ticket queue, the contracts and the billing. Keep your monitoring and remote access tools for the endpoints; this is what replaces the PSA, the CRM and the invoicing tool around them. There is no RMM integration either, so alerts do not become tickets on their own.

  • Is it a CRM for MSPs?

    Yes. A CRM for MSPs is one record per client company with the contacts, the contract, the renewal date and the open tickets on it. Spodus adds the invoices to that record, so an engineer opening a ticket sees what the client pays for. Deals run through stages you name, and a renewal date can send the follow-up you wrote.

  • Does it work as a CRM for IT services companies?

    Yes. A CRM for IT services companies needs the account, the project quote and the support queue on one record, because the same client raises all three. Spodus does that. Project work goes out as an estimate and becomes an invoice when it is accepted. Monitoring and remote access stay in your RMM, where they belong.

  • Is this a PSA for small MSPs?

    It covers most of what a PSA for small MSPs does: clients, contracts, a ticket queue with SLAs, recurring billing and a client portal. Two things it does not do: hours on the timesheet do not flow onto an invoice, and there is no RMM integration. If you are under about forty people and bill flat monthly plans, you may not miss either.

  • Is it help desk software for MSPs?

    Yes. Help desk software for MSPs needs a shared queue, an owner and a priority on every ticket, response targets per priority, and a portal where client staff raise their own. Spodus has each of those, and every ticket shows the account's plan and payment status. Client staff use the portal without holding a seat.

  • Is it a ticketing system for IT services?

    Yes. Every request becomes a ticket in one queue with an owner, a status and a timer against the target you set for its priority. Tickets arrive from the portal or from an email address you forward in. Saved replies handle the questions you answer every week. A ticketing system for IT services also needs the account attached, and here it is.

  • Does it work as IT services billing software?

    Yes, for the invoicing side. IT services billing software has to raise the monthly plan on its own and quote project work separately, on the same client. Spodus does both: a recurring template for the plan, an estimate for the project, and payments recorded against each invoice. There is no bank feed and no double-entry ledger, so your accountant keeps theirs.

  • Does it do recurring invoicing for MSPs?

    Yes. Recurring invoicing for MSPs is a template per managed plan. Set the amount, the lines and the day, and the invoice is raised as a draft on that day whether or not anyone signed in; you check it and send it. Record the payment against it and the balance updates. It is not usage metering: a plan that changes with device count is edited by hand.

  • Do our clients' staff cost a seat?

    No. Portal users are free and unlimited on every plan. You pay per engineer and admin doing the work, not per client contact. A client with two hundred staff who raise tickets through the portal costs exactly what a client with two does, because none of them holds an account.

  • Can we move our clients across, and our open tickets?

    The clients yes, the tickets no. Companies, contacts and deals come in by CSV, a spreadsheet or a guided import, with your stages and custom fields mapped across. Tickets are conversations rather than rows and there is no importer for them, so the queue starts clean and your open ones stay where they are until they close.

  • Can tickets arrive by email?

    Yes. Forward the address your clients already write to and each message opens a ticket in the queue with an owner, a status and a first-response timer. One thing to know first: replies go out from Spodus's own sending address, not from yours. The client sees the reply, and the thread stays on the ticket.

  • Do we have to move the whole business at once?

    No. Contacts, companies and tasks are there from the first minute; the help desk, invoicing and the HR side switch on when you want them. Turning one on later brings back its screens with whatever is already in them. Start with the queue. Switch billing on at the next month end.

Put the whole IT business on one seat.

Start today, or bring your own data to a demo and see it there.

Get a demoGet started
MeridianSearch…⌘K
Workspace
  • Home
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  • Calendar
Favorites
  • Closing this month
  • Open tickets
Sales
  • Contacts
  • Companies
  • Deals
  • Leads
Billing
  • Invoices
  • Quotes
  • Payments
Support
  • Tickets
  • Knowledge base
Team
  • Employees
  • Time off
  • Docs
DealsShareImport/ExportNew deal
All dealsMy dealsClosing this monthFilterSort
New6$179k

Harbor Marine onboarding

Harbor Marine Supply

$24k
Oct 24, 20261d

Oakline advisory retainer

Oakline Advisory

$36k
Nov 6, 20262d
New deal
Discovery8$354k

Pinegrove logistics rollout

Pinegrove Logistics

$96k
Oct 16, 20261d

Hearthworks starter

Hearthworks

$8,400
Oct 9, 20264d

Junction POS

Junction Coffee

$31k
Oct 23, 20267d

Grant & Sons quote tool

Grant & Sons

$22k
Nov 4, 202620d

Ashby Insurance claims portal

Ashby Insurance

$64k
Nov 18, 20262d
New deal
Proposal9$560k

Veranda supply

Veranda Supply Co

$58k
Oct 2, 20261d
New deal
Negotiation9$649k

Northwind Trading Q3 expansion

Northwind Trading

$12k
Overdue 18dtoday

Summit enterprise

Summit Outfitters

$180k
Sep 30, 20261d

Ardmore patient portal

Ardmore Health

$54k
Oct 3, 20262d
New deal
Won7$353k

Lumen onboarding

Lumen Studios

$30k
Sep 12, 20267d

Coastline platform

Coastline Ferries

$140k
Sep 5, 202614d
New deal
Spodus

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