SmartContact for MSPs

A simple CRM for IT support companies and MSPs

Track prospects from first call to signed support contract, keep every site contact in one place, and know which contracts come up for renewal before a competitor does.

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Free forever for up to 2 users, and your first workspace gets Standard free for 30 days. No card needed. Data hosted in London.

Sound familiar?

  • Prospects take months to move, so follow-ups slip between engineers' tickets.
  • Each client has several sites and decision makers: owner, office manager, finance.
  • Renewal dates live in a spreadsheet nobody opens until it's too late.

A pipeline that matches how you win work

Rename the stages in Settings in a minute. A starting point for MSPs:

  1. New lead
  2. Discovery call
  3. Site survey / audit
  4. Proposal sent
  5. Contract signed (Account)
  6. Lost

Lead sources worth tracking: Referral from a client, Website enquiry, Vendor / distributor lead, Networking event, Cold call.

Custom fields to add

  • Seats / endpoints: size the deal and spot upsell when headcount grows
  • Current provider: know who you're replacing and why
  • Contract renewal date: build a saved view of renewals in the next 90 days
  • Microsoft 365 tenant: yes/no, for licensing and migration work

How MSPs use SmartContact

One record per company, many contacts

Add the owner, office manager and finance contact under one company, with a reports-to line, so anyone in the team can see who signs and who uses.

Renewals as a saved view

Filter accounts by your renewal-date field and save the view. Pin a report to Home so the next quarter's renewals are the first thing you see.

Log calls in seconds

Call outcomes, notes and the next task go on the company timeline, so the engineer who visits next knows what sales promised.

Ask your AI assistant

Connect Claude, Gemini or Copilot to SmartContact and ask in plain English. It works with your permissions and every change is in the audit log. How AI agents stay safe.

  • "Which accounts have a contract renewal in the next 90 days, and when did we last speak to each?"
  • "Log a call with the office manager at Acme: wants a quote for 25 laptops, chase on Friday."
  • "List leads at the site survey stage with no task booked."

Simple pricing

Basic is free for up to 2 users and 500 companies. Standard is £10 per user per month (or £100 per user per year) with unlimited users and companies, the Company drive and a private My drive for everyone, Marketing & ROI and the report builder. Prices exclude VAT.

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