MSPs & IT services

Your best contracts came from referrals. Prove it, and pay for it.

Vendor intros, peer MSP handoffs, and client referrals, one record from introduction to collected invoice.

Built for MSP and IT teams of 3–100 that already get referrals.

Referral pipeline
Brightline Logistics · managed IT
Ref. by Datto channel rep
Signed MSA$4,800 MRR
Harbor Dental Group · co-managed
Ref. by Peak IT (peer MSP)
Proposal$2,900 est.
Cedar Legal · security stack
Ref. by M. Alvarez, CPA
Assessment,
Novaform · M365 migration
Ref. by Datto channel rep
Signed MSA$1,600 fee
Referral pipeline with fees and peer splits, attributed to the source

Vendor intros die in the inbox

Your channel reps send you leads. Half get worked, half get buried, and the rep who sent the winner never hears back, so the leads slow down.

Peer referrals run on handshakes

Another MSP sends you a client outside their coverage area. The split you agreed to lives in a text thread from eight months ago.

No line from relationship to MRR

You know referrals drive your best contracts. You can’t show which vendor, peer, or client actually sourced the MRR you signed this quarter.

Capture, track, pay, in MSP vocabulary.

Capture

A channel rep, peer MSP, or happy client submits through your portal, forwards an email, or shares a link. The opportunity lands in your pipeline with the source attached, no retyping.

Track

Assessment, proposal, signed MSA, every stage change is credited to whoever sent the deal. They watch progress in their portal instead of calling your dispatch line.

Pay

When the invoice collects, the referral fee or peer split calculates and lands on a statement both sides can read. Net-30, every month, no spreadsheet.

Integrations
HubSpotQuickBooksStripeSlack

Questions MSPs ask.

Yes. Set the split percentage per deal or per partner. When the invoice collects, both sides see the same statement with the same math, no more reconstructing an agreement from a text thread.