The client record everything else hangs off.
Most MSPs run a CRM that knows about deals and a PSA that knows about work, and the two disagree by Thursday. In Tantivo they are the same record — the account you sold is the account you serve and the account you invoice.
- One client record, every module
- 63-industry seeded taxonomy
- Typed custom fields, never JSON
A client record with actual substance.
Lifecycle stage separates a prospect from a qualified opportunity from an active managed client from a partner. Service tier drives SLA targets. Firmographics — size, industry, compliance posture — are structured columns you can filter and report on, not notes someone typed once.
Open a client and you get the whole relationship: contacts, open tickets, contracts, invoices, assets, projects and documents, plus the activity trail. Not a summary tile that links elsewhere — the actual working view.
- Lifecycle stages: prospect, qualified, active, partner and more
- Service tier per client, feeding SLA resolution
- Owner assignment and book-of-business views
- A client goes operational only when onboarding completes
Industry and compliance as data, not free text.
Tantivo ships a seeded two-level industry taxonomy — twelve groups, sixty-three industries — plus a separate list of fourteen compliance regimes. The picker is group-filtered, never a flat sixty-three-item dropdown, and the values are reference data rather than strings your team re-invents per record.
Compliance is deliberately a separate dimension from industry, because “medical practice” and “subject to HIPAA” are not the same statement. There is an explicit “assessed, nothing applies” value, so you can tell the difference between a client who has no obligations and one nobody has checked yet.
- 12 industry groups, 63 industries, seeded and versioned
- 14 compliance regimes, tracked separately from industry
- Primary and optional secondary industry per client
- Source recorded: entered by hand, imported, or enriched
Deals move on a board, not in someone’s head.
Opportunities sit on a configurable stage pipeline with value, close date and owner. Drag a deal forward and the change is recorded. The forecast reads the same rows — there is no separate spreadsheet that has to be reconciled before the monthly review.
When a proposal is accepted, the acceptance can materialise the contract and kick off onboarding. That is the point of running sales and delivery in one system: the handover is a state change, not a meeting.
- Configurable pipeline stages per tenant
- Weighted forecast computed from the live pipeline
- Proposals and acceptances that spawn contracts and onboarding runs
- Activity log per client and per opportunity
The people, with the detail that matters.
Contacts belong to a client and carry role, contact details, and consent state for marketing email — because “may we email this person” is a different question from “may we name this company in a case study”, and Tantivo keeps them apart on purpose.
Connect a Microsoft 365 mailbox and correspondence with a contact is captured and summarised against their record, so the account history does not live in one person’s inbox.
- Email consent tracked per person, separately from publicity consent
- Optional link from a contact to a portal login
- Captured email correspondence, summarised on the record
- Contacts can be the requester on a ticket
Every open deal, and where the next one comes from.
Opportunities carry value, stage, expected close and owner, and the list is filterable and sortable like everything else. Custom fields you define — text, number, date, select or boolean — sit beside the built-in ones as real typed values, so they filter and export rather than hiding in a JSON bag.
Upstream, leads are captured, scored against your own criteria and routed to an owner by rule rather than by whoever notices first. The lookalike search takes a customer you already have and drafts a prospecting search modelled on them, which you edit before it runs — results arrive as leads with their source recorded.
- Scoring and routing rules configured per tenant
- Apollo-backed prospect search, operator-reviewed
- Lead source recorded on every record, convertible without re-keying
- Typed custom fields on clients and contacts
The client you sold, serve, support and invoice is a single row — not four systems agreeing.
Industries, compliance regimes and a NAICS mapping ship seeded and read-only.
Typed values on clients and contacts, with a stable key and versioned select options.
Client and lead changes append to their own log, separately from the audit trail.
Questions
Can we import our existing clients and contacts?
Yes — that is part of what the private trial onboarding covers. We would rather walk your data in with you than hand over a CSV template and hope the industry column maps cleanly.
Does the CRM sync with HubSpot or another system?
Not today. Tantivo is the system of record for clients rather than a mirror of one, which is the point — a second CRM is the thing this replaces. Mailchimp and Apollo are wired for marketing and prospecting.
What is the difference between a client and a lead?
A lead is an unqualified inbound or sourced contact. A client is an organisation you have a structured relationship with, at any lifecycle stage from prospect through active. Converting a lead creates the client without re-typing anything.
Keep exploring
- Service deskTickets, queues, SLA clocks and AI-assisted dispatch.
- 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.
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