One secure CRM to handle leads, deals, support, and billing so your data, records, and client relationships stay protected.
ConvergeHub provides CRM software for IT services firms and MSPs to manage website/partner leads, discovery, requirements, proposals, onboarding, support cases, renewals, and customer relationships from one secure platform. Built for teams that sell and deliver continuously, it connects pipeline activity with service execution so nothing gets lost during handoffs.
Ideal for IT providers expanding their client base, ConvergeHub connects the entire journey - from lead qualification to closed-won onboarding, SLA-driven case management, QBRs, renewals, and expansion opportunities. Automation reduces manual follow-ups by triggering assignments, reminders, SLA timers, renewal outreach cycles, and payment reminders automatically. With complete account visibility, teams gain better control over deal progress, delivery readiness, support performance, renewal risk, and predictable recurring revenue.
Route website, referral, and partner leads, auto-assign owners, trigger follow-up tasks, and start SLA timers when required.
Track discovery calls, requirements, and proposals by stage so every opportunity stays structured and easy to progress.
Mark a deal as Won and automatically create onboarding cases, task checklists, and assignments for delivery owners.
Convert issues into cases, route by type and priority, track status and response times, and document outcomes consistently.
Track renewals separately from new projects, run 90/60/30 reminders, flag "renewal at risk", and manage QBR-driven growth.
Generate invoices from projects or retainers, track paid/unpaid status, and automate reminders and escalation tasks for overdue balances.
Respond sooner with automatic assignment, alerts, and next-step tasks after new inquiries and discovery calls.
Reduce onboarding misses with standardized checklists and automatic task creation the moment a deal closes.
Keep support consistent with routed cases, priority handling, SLA tracking, and measurable outcomes.
Stay ahead of contract dates with scheduled outreach cycles and early warning flags on at-risk renewals.
See deals, active work, open cases, renewals, and expansion opportunities together at the account level.
Improve collections with invoice visibility, overdue tracking, automated reminders, and escalation workflows.
Designed for teams that must sell, onboard, deliver, support, and renew with consistent execution.
Standardize handoffs and follow-ups so work stays consistent even during busy weeks.
Trigger tasks, reminders, and escalations automatically while keeping accountability visible.
Track requirements, onboarding progress, support history, renewal dates, and growth opportunities in one place.
Use structured outreach and risk flags to protect recurring revenue and reduce last-minute churn.
Get productive quickly with an intuitive system that supports real workflows without heavy setup.
Set up a quick call with our team to see how ConvergeHub supports lead management, onboarding handoffs, case tracking, renewals, and billing follow-through for IT services and MSP teams.
Request a Free DemoFind answers to common questions IT services firms and MSPs ask when evaluating CRM software for pipeline management, service delivery, renewals, and recurring revenue workflows.
IT services & MSP CRM software is a system that helps service providers manage the full customer lifecycle-leads, deals, onboarding, support cases, renewals, and billing-in one place. It connects sales activity with delivery and support so handoffs are structured, SLAs and case history stay visible, and renewals and expansion opportunities don't get missed.
When an opportunity is marked Won, ConvergeHub can automatically create onboarding cases and task checklists, assign delivery owners, and trigger internal handoff steps-so nothing is missed between sales and implementation.
Support issues can be logged as cases with priority, type, owner, and due dates. ConvergeHub tracks status and response performance, and workflows can route or escalate cases automatically so SLAs stay on track.
Yes. You can bring leads in from multiple channels, auto-assign them based on rules, and trigger follow-ups and tasks so response stays consistent across the team.
Yes. You can set rules so when a deal closes, ConvergeHub generates an onboarding checklist with tasks, owners, and due dates-keeping delivery consistent across every new client.
Yes. You can automate follow-ups after discovery calls, trigger reminders for onboarding tasks, schedule renewal outreach, and send internal service prompts-so your team stays proactive without relying on manual chasing.
Yes. An MSP CRM can track renewal dates, schedule outreach reminders, and surface expansion opportunities tied to each account, improving retention and account growth.
Yes. Many MSP CRMs centralize deal history, onboarding notes, open cases, SLAs, and service updates under the same account record so teams stay aligned and clients get consistent service.
