Core Capabilities
Replace three tools with one. No duct tape required.
Sales Pipeline & Deal Tracking
Kanban and list views for every stage of your sales cycle. AI-generated follow-up drafts, deal scoring, and forecast rollups across your entire MSP book of business — without HubSpot's per-seat pricing.
Contract & Agreement Management
Create, store, and track MSA, SOW, and SLA documents per client. Auto-renewal alerts, version history, and e-signature ready — replacing Smartsheets for project and contract tracking.
Multi-Tenant Client Portal
Each client gets an isolated dashboard showing their tickets, contracts, invoices, and service health. Tenant isolation enforced at the database layer — zero data bleed between accounts.
Invoicing & Billing Reconciliation
Generate MSP invoices from service delivery records, track payment status, and reconcile against RPM Telco or NinjaOne billing exports. Replaces manual Smartsheets billing workflows in one step.
AI-Assisted Communications
Draft client emails, QBR decks, and service reviews with one click. The AI pulls from your CRM context — open tickets, contract status, and NPS scores — so every message is informed and on-brand.
Operations & Service Delivery
Track onboarding projects, service milestones, and technician assignments per client. Linked to your PSA ticketing data so nothing falls through the cracks between sales and delivery.
Pricing
One platform. Flat monthly pricing.
Starter
Starter
Up to 3 users. Pipeline, contracts, client portal. Ideal for solo MSP operators.
- 3 user seats
- Sales pipeline & deal tracking
- Contract management
- Multi-tenant client portal
- Google + Microsoft SSO
Professional
Professional
Up to 10 users. Invoicing, AI communications, service delivery tracking.
- 10 user seats
- Everything in Starter
- Invoicing & billing reconciliation
- AI-assisted communications
- Operations & service delivery
- HubSpot import pipeline
Enterprise
Custom
Unlimited seats, white-label option, dedicated onboarding engineer, custom integrations.
- Everything in Professional
- Unlimited seats
- White-label branding
- Custom PSA / RMM integrations
- Dedicated onboarding engineer
FAQ
Common questions about AiTCRM.
What does AiTCRM replace?
AiTCRM replaces HubSpot CRM, Smartsheets for project tracking, and RPM Telco for managed services delivery — consolidating three tools into one AI-native platform purpose-built for MSPs.
Is AiTCRM multi-tenant?
Yes. Every client gets an isolated tenant with its own data, users, and permissions. Tenant isolation is enforced at the database layer via Supabase RLS — zero data bleed between accounts.
How does Clerk authentication work?
AiTCRM uses Clerk for authentication with Google and Microsoft SSO. Users are routed to the correct tenant automatically based on their email domain — no site-picker UI needed.
Can I migrate data from HubSpot?
Yes. AiTCRM includes a HubSpot import pipeline that maps contacts, deals, and companies. Typical migration for an MSP with under 2,000 contacts completes in a single session.
Is AiTCRM available to other MSPs?
AiTCRM is available as a licensed SaaS platform for other MSPs. Contact us to discuss tenant provisioning and white-label options.
Replace three tools with one — this quarter.
Book a 30-minute walkthrough. We run AiTCRM live against a sandbox tenant matching your current HubSpot or Smartsheets setup.
Page as of 2026-06-24. Pricing reflects current AiTCRM reference tiers; final scope confirmed in discovery. Manuel Ruiz, Founder / CEO / CISO. © Intelligent Group (DBA Intelligent iT) · intelligentit.io