Stop Building Your CRM.
Stop Building Your Marketing. Start Selling.
The sales process, lead scoring, campaigns and automation, already built for MSPs. We already did that part.
Unlimited Users · Unlimited Contacts · 24/7 Helpdesk
Ready on Day One. Built for What Comes Next.
PARTNERS & INTEGRATIONS
You Probably Don't Have a CRM Problem.
You Have a "What Happens Next?" Problem.
A lead comes in.
Who follows up?
Someone downloads a resource.
What happens next?
A prospect starts showing real interest.
How does marketing know?
Then what happens next?
MSPOS gives you the system.
Built for MSPs.
Not Adapted to MSPs.
Customizable software isn't the same as having the MSP system already built in.
The MSP/CharTec Sales Process
A defined sales process your team can follow instead of every salesperson inventing their own.
Behavioral Lead Scoring
A marketing qualification methodology designed around behavior that matters, not vanity engagement.
Marketing Lifecycle
Know whether someone is cold, becoming aware, showing interest, moving into consideration, or becoming qualified for sales.
MQL Handoff
Create a defined bridge between marketing activity and sales action.
Structured Sales Follow-Up
Give salespeople a repeatable multi-touch process instead of hoping they remember who to call next.
Automation
Build the process into the technology so your team doesn't have to manually hold everything together.
Your team doesn't need to invent the system.
They need to use it.
From First Interaction to Closed Deal
The MSP Sales Process Is Already Built In.
Every opportunity follows a defined journey, and the next action is always clear.
✓ Behavioral lead scoring: intent, not email opens
✓ Marketing lifecycle: Cold → MQL → Sales
✓ 12–15 touch follow-up over about 30 days
✓ 5 qualification checkpoints built into Discovery
Less CRM administration. More selling.
Don't Start With a Blank CRM.
Or a Blank Marketing Calendar.
A growing library of MSP campaigns, written for business owners with Brandi Rogers' Business-First Copywriting System.
Lead Magnets
Business-focused guides your prospects actually want to download.
Editable Canva Templates
Use them as-is, or add your brand, images and colors.
Funnels & Landing Pages
Built, connected and ready to launch.
Email Campaigns
Written for business owners, not IT people.
Follow-Up Workflows
Every download starts a conversation that keeps going.
Webinar Funnels
Live or on-demand, with registration, reminders and replay.
The strategy is already done.
Use it as-is or make it yours.
A Lead Magnet
Isn't a Campaign.
A PDF with your logo isn't marketing. Those are pieces.
MSPOS connects them.
That's when content becomes part of a marketing system.
Before You Add Another Subscription...
How Many Could You Eliminate?
At some point, the marketing stack becomes the problem.
MSPOS brings many of these tools together in one system.
You're buying back the time it would take to build the system yourself.
Savings depend on the features you use today.
You pay for → With MSPOS
CRM → CRM + Pipelines
Email Marketing Platform → Email Marketing
Funnel Builder → Funnels + Landing Pages
Marketing Automation → Workflows + Automation
Appointment Scheduler → Calendars + Booking
SMS + Calling → Two-Way SMS + Numbers
Webinar Software → Live + Recorded Webinars
MSP Marketing Templates → MSPOS Marketing Library
Meet the MSPOS AI Workforce.
Add the Agents Your MSP Needs.
MSPOS AI Agents are being developed as optional add-ons so MSPs can add additional automation where it makes sense for their business.
Start with MSPOS. Add your AI workforce as you're ready.
MSPOS AI Agents are separate paid add-ons. Availability and functionality will vary by agent as they are released.
PULSE: SALES ADMIN AI AGENT
Designed to reduce administrative work around the sales process.
FRONT DESK AI AGENT
Designed to answer website chats around the clock, capture contact details and offer a booking link, so new opportunities aren't left waiting.
Typical CRM → MSPOS
Sales Process: You build it → Built in
Lead Scoring: You define it → Built in
Marketing Lifecycle: You configure it → Built in
MQL Handoff: You design it → Built in
Sales Cadence: You create it → Built in
Marketing Campaigns: Varies → Included
Funnels & Workflows: You build them → Included
Unlimited Users & Contacts: Varies → ✓
A CRM Gives You Tools.
MSPOS Gives You a System.
MSPOS gives you the system those features should run.
What MSPs Are Saying
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[PLACEHOLDER] A second real customer quote goes here, e.g. results with lead scoring or the AI agents. Replace before publishing.
[PLACEHOLDER] A third real customer quote goes here, e.g. time saved on campaigns and follow-up. Replace before publishing.
Questions?
We've Got Answers.
What is MSPOS?
MSPOS stands for MSP Marketing Operating System.
It's a sales and marketing platform built around the way MSPs need marketing and sales to work together, including CRM, the MSP/CharTec sales process, behavioral lead scoring, marketing lifecycle, MQL handoff, follow-up, automation, marketing content, funnels, workflows, integrations, and more.
Is MSPOS a CRM for MSPs?
Yes, but CRM is only one part of MSPOS.
The larger goal is to connect the CRM to the marketing, qualification, sales process, content, automation, communications, and technology around it.
Is MSPOS built on HighLevel?
Yes. MSPOS uses HighLevel's technology infrastructure and builds the MSPOS sales and marketing methodology, MSP processes, scoring, campaigns, content, funnels, workflows, and implementation on top of it.
HighLevel provides the technology.
MSPOS provides the MSP operating system we've built with it.
Why wouldn't I just buy a CRM and build this myself?
You can.
The question is whether that's the best use of your time.
A CRM gives you technology. You still need to determine your pipelines, qualification methodology, scoring, lifecycle, handoffs, sales cadence, campaigns, lead magnets, funnels, workflows, automations, and how everything should work together.
MSPOS starts with those pieces already built.
Does MSPOS include lead scoring?
Yes.
MSPOS includes a behavioral marketing qualification methodology designed around meaningful behavior rather than treating basic engagement as automatic buying intent.
Does MSPOS include marketing content?
Yes.
MSPOS includes a growing library of MSP marketing campaigns and assets developed around the way we teach MSPs to market to business decision-makers.
Can I customize the lead magnets?
Yes.
For included assets created in Canva, you can receive access to the editable Canva template so you can customize the design and content for your brand, audience, market, or campaign.
Can MSPOS integrate with my PSA?
Integration requirements vary considerably depending on the PSA and the information you want moving between systems. We will confirm the supported integration and data flow for your particular environment rather than promising a generic "everything syncs" claim.
Does MSPOS include email, SMS, and calling?
MSPOS provides email, calling, dedicated-number, and SMS capabilities. Usage-based telecom, email, carrier, and messaging charges may apply.
Are MSPOS AI Agents included in MSPOS?
No.
Specialized MSPOS AI Agents will be separate optional add-ons as they become available.
Maybe the Question Isn't
Which CRM Has More Features.
Who will turn all those features into a system your MSP actually uses?
MSPOS gives you the technology.
Plus the sales process, marketing system, content, funnels, workflows and automation.
And the foundation to keep expanding as your business grows.
You Don't Have to Build It Yourself.
And You're Not Trapped by What We've Built.
Ready on Day One. Built for What Comes Next.
MSPOS
The Sales and Marketing Operating System Built for MSPs.
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