Your Shop Desk
Managed IT Services · Custom Shop Desk CRM

A Custom CRM for Managed IT Service Providers

Your monthly agreements are the business, and you win them with an assessment and keep them with good reviews. Here is what your desk would track from the first network walk to every renewal after.

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A Shop Desk set up the way a managed it services business would run it
A Shop Desk set up the way a managed it services business would run it

Shown: Tallpine IT, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Managed IT Services Words

Every client agreement moves down the same line. We name each stop the way your crew already does.

  1. 01Lead
  2. 02Discovery
  3. 03Network Assessment
  4. 04Proposal
  5. 05Signed
  6. 06Onboarding
  7. 07Monthly Service

A client agreement on your desk hangs off the client company.

So the card asks for what you actually need, and nothing a managed it services business would never fill in.

  • Users and devices
  • Agreement tier
  • Onboarding checklist
  • Renewal date
  • Last business review
  • Project work open
Where it leaks

Where Managed IT Services Businesses Lose Work

Assessments That Never Close

You spend a day walking the network and write a solid report. The proposal goes out once and nobody follows up.

Onboarding That Drags

Admin access, documentation and device lists trickle in over weeks. The client starts to wonder what they are paying for.

Business Reviews That Get Skipped

Nobody sits down with the client for a year. At renewal they are shopping, and you did not know.

What we would build

Fitted to How You Already Work

  • Proposal Follow Ups After the Assessment

    Each assessment feeds a proposal with its own follow ups in your voice. Your board shows which deals are warm.

  • An Onboarding Checklist the Client Sees

    The client sees what you still need from them and what is done. Your team sees who is holding up each step.

  • Business Reviews on the Calendar

    Each client gets a review date and a reminder to the account manager. Notes and next steps stay on the account.

  • Project Work That Gets Billed

    Work outside the agreement is logged as its own job and priced off your rates. It lands on the invoice instead of getting absorbed.

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Questions

What Managed IT Services Owners Ask

Does it replace my ticketing tool?
It can run service tickets, or it can sit beside the tools your techs already use and handle sales, onboarding and reviews. We decide that with you.
Will client passwords live in the desk?
No. The desk tracks the business side of each client, not their credentials. We set up who can see what with you.
Can it track hardware and license renewals?
Yes. Warranty and renewal dates can sit on each client with a reminder ahead of time. That turns into a quote instead of a surprise.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Managed IT Services Business Runs

We will tell you honestly what a desk fitted to it would take.

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