Platform overview

One platform, the whole lifecycle.

Tantivo is not a PSA with a CRM stapled on. It is one system with one data model covering acquisition, onboarding, delivery, billing and the reporting over all of it — which is why the numbers agree and the handovers do not lose anything.

14 capability areas
One Postgres data model
Operator app + client portal

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Service deskTickets, queues, SLA clocks and AI-assisted dispatch.CRM & salesLeads, clients, contacts, pipeline and forecast.Contracts & billingContracts and tracked time straight through to invoices.Client portalA branded, strictly isolated portal for every client.AI throughoutRecommend-only assistance with full cost accounting.ReportingCross-module dashboards on one shared data model.

Every module

What is actually in the box.

Grouped the way an MSP thinks about the business rather than the way software is usually catalogued.

Win the work

Lead generation

Capture leads from forms and sourced searches, score them against your own criteria, and route them to an owner by rule. Lookalike prospecting models a search on a customer you already have.

Marketing

Campaigns and audience segments built from CRM data, an AI-curated newsletter with a public archive, and case studies generated from your own delivery records with consent and provenance tracked.

CRM & pipeline

Clients with structured firmographics, a seeded industry and compliance taxonomy, typed custom fields, contacts with consent state, opportunities on a configurable pipeline, and a live forecast.

Deep dive

Start the relationship

Proposals & onboarding

A proposal that, once accepted, materialises the contract and kicks off an onboarding run from your playbook. Playbook edits never disturb a run already in flight — it snapshots at kickoff.

Client intake

A token-gated form the client fills in without needing a login, structured by topic. Credentials collected during intake go into the vault as references, never into an intake field.

Deliver the service

Service desk

Typed tickets, queues, per-tier SLA clocks, Microsoft 365 ticket email with a triage queue for unmatched mail, SMS alerts to on-call staff, and AI-assisted dispatch you approve.

Deep dive

Projects

Bounded engagements with phases and planned dates. Tickets belong to a phase, so progress is derived from real work. Closeout forces an explicit decision on every ticket still open.

Time tracking

Live timers or manual entries against tickets and internal categories. Billable, non-billable or internal. The rate is snapshotted at entry so history never re-prices when your rates change.

Assets & licences

Devices and software licences per client, with seat counts, terms and renewal dates. Licence keys live in the vault as references. Assets link to the tickets that touched them.

Knowledge base

Markdown runbooks and SOPs, immutably versioned at publish, with semantic search. Internal or client-facing. Secret references bind a document to a vault entry without storing the value.

Get paid, and stay staffed

Contracts & billing

Recurring, tiered, capped and T&M pricing. Invoices built from contract lines and tracked time. Payments, adjustments, PDF and email, Stripe pay links, QuickBooks Online export.

Deep dive

Procurement & vendors

Vendors with agreements, terms and renewal dates. Purchase orders with per-client line attribution, moving through draft, ordered and shipped with receiving recorded against them.

HR & scheduling

Staff records auto-provisioned from your users, weekly working-hours schedules, skills that feed ticket routing, shifts, on-call rotations and PTO — with sensitive detail gated to self, manager and HR.