Marketing
Campaigns, audience segments, an AI-curated newsletter, and case studies generated from your own delivery data with consent and provenance tracked.
AI-native platform for MSPs
Run your MSPat full gallop.
One system for the whole client lifecycle — sales, onboarding, service desk, projects, time, billing, assets, docs, people and reporting. Every module reads the same data, so nothing gets lost between tools.
In private trial · Log in · support@tantivo.ai
- Replaces
your PSA, CRM, marketing tool, portal and time-and-billing stack
- Built on
one Postgres data model with per-tenant and per-client isolation
- AI that
drafts and suggests — a person approves before anything sends
One subscription in place of your stack
- PSA / ticketing
- Separate CRM
- Marketing tools
- Client portal
- Time & billing
- Knowledge base
- Asset inventory
- Staff scheduling
The actual product
This is the software, not a mockup.
Every screenshot on this site is a real capture of the running application, taken against a demo tenant. What you see is what ships.
app.tantivo.ai/dashboard
One platform
Everything an MSP runs on, in one system.
Stop stitching a PSA to a CRM to a marketing tool to a portal. Tantivo covers acquisition through delivery to billing — one data model, one login, one source of truth.
Lead gen & CRM
Capture and score leads, then run every client relationship — firmographics, contacts, industry taxonomy, custom fields, pipeline and forecast.
Learn moreService desk
Tickets by type, queues, priority and per-tier SLA clocks. Email in and out of a Microsoft 365 mailbox, SMS alerts, and AI dispatch suggestions.
Learn moreProjects
Bounded engagements with phases and planned dates. Tickets belong to a project, so delivery progress is derived from real work, not a status field.
Time tracking
Live timers or manual entries against tickets and internal categories, with per-user rate cards snapshotted at entry so history never re-prices.
Contracts & billing
Recurring services, tiered and capped pricing, T&M rate cards, invoices, payments and adjustments — with Stripe payment links when you want them.
Learn moreAssets & licences
Devices and software licences per client, seat counts and renewal dates, linked to the tickets that touched them. Licence keys stay in the vault.
Knowledge base
Versioned markdown runbooks and SOPs with semantic search, client-facing or internal, and secret references that never store the secret itself.
Client portal
A branded portal per tenant where clients raise and follow tickets and view invoices — behind strict two-axis isolation and an explicit field allowlist.
Learn moreHR & scheduling
Staff records, working-hours schedules, skills, shifts, on-call rotations and PTO — with sensitive employment detail gated to the person, their manager and HR.
Reporting
Cross-module dashboards computed live against one data model — tickets, time, utilisation, receivables and AI spend read from the same source.
Learn moreIntegrations
QuickBooks Online, Microsoft 365, NinjaOne, Mailchimp, Apollo, SurveyMonkey and more — each a first-class connector, not a webhook you maintain.
Learn moreHow it fits together
A client moves through one system, never between four.
The reason an all-in-one matters is not the login count — it is that each stage hands the next one real data instead of a CSV and a memory.
Win the work
Leads are captured, scored and routed. Opportunities move through your pipeline and a proposal goes out.
Carries forward: The client record, contacts and the accepted proposal.
Onboard the client
Acceptance kicks off an onboarding run from your playbook. A token-gated intake form collects their environment.
Carries forward: A contract materialised from the acceptance — no re-keying.
Deliver the service
Tickets, projects and phases run the work. SLA clocks start on creation. Time is tracked against the ticket it belongs to.
Carries forward: Assets, runbooks and every event, attached to the client.
Bill and review
Contract lines and tracked time become invoice lines. Payments land against the invoice. Dashboards read the whole chain.
Carries forward: One audit trail from first touch to cash collected.
AI-native, not bolted on
AI in the flow of the work — and always on a leash.
Tantivo runs on Anthropic's Claude, wired into the screens where the work actually happens rather than a chat box in the corner. It suggests an assignee, drafts a reply, summarises an account.
And it is recommend-only. Nothing is sent, assigned or charged on the model's say-so. If the key is removed, every feature falls back to its manual path — the product does not stop working.
- A person reviews and approves before anything sends
- Every model call is metered — tokens, model, provider, cost
- Turn the whole thing off with one switch; the product still works
app.tantivo.ai/service/27
Dispatch
Suggests the right technician for a new ticket from skills, current load and who already knows the account.
Drafting
Starter replies on tickets, proposal copy, client summaries and the weekly newsletter — always as an editable draft.
Search
Semantic search over your published runbooks and SOPs, so the answer surfaces even when the wording differs.
Synthesis
Turns closed engagements into case-study drafts grounded in your own tickets, with every source record recorded.
Transparent by construction
Your data, fully legible.
Most MSP tools bury your operations in silos and opaque exports. Tantivo keeps everything structured and queryable — by you, by your reporting, and by the AI working alongside your team. JSON blobs are reserved for genuinely unstructured payloads; they are never a substitute for modelling the thing properly.
You are an MSP. Your clients trust you with their environment, and you need to be able to say exactly how the platform underneath you behaves. So we wrote it down.
Two-axis isolation
Every row carries the tenant it belongs to, and client-scoped rows carry the client too. Both axes are enforced in the database by row-level security, not by remembering to add a WHERE clause.
Secrets never sit in a column
Credentials and licence keys go through a vault with per-tenant keys, wrapped by a key in Azure Key Vault. Records point at a reference; the value is fetched at use and audited every time.
Append-only history
Domain events and the audit log cannot be quietly edited — the only write path that changes them is a redaction procedure that records why. What happened stays what happened.
Your data leaves whenever you want
Self-service export covers every tenant-scoped table, generated from the schema itself, so a new table cannot silently escape the export. Deletion is a documented request, not a support argument.
Integrations
Connects to what you already run.
Each connector is a first-class part of the platform with its own connection, sync and webhook handling — not a webhook you maintain.
See all integrations- QuickBooks OnlineAccounting
- StripeCard & ACH payments
- Microsoft 365 MailTicket email
- Microsoft Entra IDSingle sign-on
- NinjaOneRMM
- MailchimpEmail marketing
Questions
The things people ask before the first call.
Is Tantivo a PSA, a CRM, or something else?
Both, plus the parts either one usually leaves out. Tantivo covers the whole MSP lifecycle in one system — lead generation and CRM, marketing, onboarding, service desk, projects, time, contracts and billing, assets and licences, documentation, the client portal, HR and scheduling, and reporting across all of it. See the platform overview.
What can I actually do with it today?
Everything shown on this site is running software — the screenshots are captures of the live application. Tantivo is in private trial, which is about how many MSPs we onboard at once, not about which features exist.
Do I have to use the AI?
No. Every AI feature is recommend-only and sits beside a manual path. There is a global switch that disables all model calls, and with it off the product still works — you just draft your own replies. Nothing is ever sent, assigned or charged without a person approving it. More on the AI page.
How do you keep one client from seeing another client’s data?
Two axes, enforced in the database rather than in application code. Every row carries its tenant; rows that belong to a specific client carry the client too. Portal sessions are bound to a separate database role that can only reach an explicit allow-list of tables and columns. Details on the security page.
Can I get my data out?
Yes, from inside the app, at any time, without asking us. The export is generated from the database schema itself, so a table cannot quietly escape it. Deletion and redaction follow a documented process with a stated turnaround.
Will it work with QuickBooks and Microsoft 365?
Yes — QuickBooks Online for accounting export, and Microsoft 365 for both ticket email through a shared mailbox and single sign-on. NinjaOne, Stripe, Mailchimp, Apollo, SurveyMonkey and Telnyx are wired too. See integrations.
What does it cost?
Pricing is not public while we are in private trial. Join the waitlist and we will talk numbers directly rather than make you guess from a table you cannot act on yet.
Are you certified for HIPAA, CMMC or SOC 2?
Not today, and we say so plainly rather than let you find out during a client audit. We do not currently take on tenants operating under HIPAA, CMMC, FERPA or similar regimes. The security page spells out exactly where that line sits and what would move it.
Pricing
Currently in private trial.
We are onboarding a small number of MSPs at a time so each one gets real attention while the platform beds in. Pricing is published when we open to the public.
What the trial looks like
You get the whole platform, not a cut-down evaluation build. We help you get your clients, contracts and open tickets in, and we stay close while you run real work through it. In exchange we want your honest reaction — there is a feedback button on every screen and we read all of it.
- Every module — no feature tiers
- Unlimited clients and contacts
- Unlimited client-portal users
- All integrations included
- AI features included, metered and visible
- Self-service data export, always
Join the waitlist
or email support@tantivo.ai
Ready to run your MSP at full gallop?
Bring acquisition, delivery and billing into one transparent, AI-native system. Join the waitlist for the private trial.
Prefer email? support@tantivo.ai