CRM
A pipeline your sales team will actually keep up to date. Companies, contacts, deals and activities in one place, with email that logs itself against the right record, and tells you the moment a prospect opens it.
Deals
New dealDiscovery2
Qualified2
Proposal2
Negotiation2
A managed platform run by Tech911. Contact us for pricing and availability for your team.
Built for a small team that has to sell as well as deliver
The big CRMs assume a dedicated sales operations person to keep them tidy. This one is designed to stay accurate with almost no admin.
A pipeline you can see
Every deal by stage and value, so you know what is really going to close this month rather than what people hope will.
Companies and contacts
Everyone you deal with, linked to their company, with the full history of what was said and by whom.
Email that logs itself
Send from the CRM or from Outlook and it is filed against the right contact and deal automatically, with no copy-and-paste.
Know when they read it
See when a prospect opened your proposal, so you follow up while it is still on their screen instead of guessing.
Activities and reminders
Calls, meetings and follow-ups tied to the deal, so nothing sits untouched for three weeks without someone noticing.
Microsoft sign-in
Your team signs in with their Microsoft 365 accounts, with Admin and Rep roles following the access you already manage.
Selling by the end of the week
We stand it up
Tell us about your team and we provision your instance, wired to your Microsoft 365 tenant.
Bring your data in
Import companies and contacts from whatever you use today, spreadsheets included, and set up your pipeline stages.
Sell and let it record
Reps work the pipeline and send email as usual. The activity trail builds itself, and the reports stay honest.
What’s included
- Companies, contacts, deals and activities with full history
- Visual pipeline by stage, value and owner
- Per-rep email send-and-log through Microsoft 365
- Open tracking, so you know when a message was read
- Tasks, reminders and stalled-deal visibility
- Dashboards and forecasting for the whole team
- Microsoft Entra single sign-on with Admin and Rep roles
For the MSP running this
- Multi-tenant throughout: your pipeline is yours alone. This is the one platform here that is about your business rather than your clients’.
- Reporting you can hand over: dashboards and forecasting for the whole team, so you can see what is actually closing.
- Monthly, per user: no minimum count, no annual commitment, and no repricing once your fleet is onboarded.
- We do the migration: we run alongside your current CRM or spreadsheet on one client you choose, until the data proves itself. Then client by client, at your pace.
- Your data stays yours: exportable if you leave, and we will document that before you sign anything.
What it costs you per user
Most MSPs either overpay for a sales platform built for a 50-person sales team, or run the pipeline out of a spreadsheet and lose deals to follow-up they never made. CRM is monthly per user, priced for a team where the owner is also the closer.
Give your pipeline somewhere to live
Tell us about your sales team and we will get the CRM set up around how you work.