Managed Service Providers
Sales and marketing automation built for MSP revenue growth.
Marketing automation and CRM implementation designed specifically for MSPs. We build the systems that score leads, trigger nurture sequences, automate follow-up, and give your team complete pipeline visibility.
What we do
CRM setup, lead nurturing, pipeline automation, and MRR tracking - all engineered for the managed services sales model.
MSP sales cycles have unique characteristics - longer nurture periods, multi-stakeholder decisions, and the complexity of recurring revenue. Generic CRM setups built for product sales rarely work well for managed service providers.
xpandly builds automation systems that reflect how MSPs actually sell - configuring CRM platforms, designing automated nurture sequences, and implementing lead scoring models that surface your hottest prospects at exactly the right time.
Key benefits
MSP-native CRM setup
CRM configuration that reflects your service tiers, contract types, MRR targets, and renewal cycles - not a generic B2B template.
Automated lead nurturing
Drip sequences, behavior triggers, and personalized follow-up that keeps prospects engaged throughout a longer managed services sales cycle.
Lead scoring and prioritization
Score leads based on intent signals, company profile, and engagement so your sales team always focuses on the highest-value opportunities.
MRR pipeline reporting
Real-time dashboards showing pipeline value, forecast MRR, close rates, and campaign-to-contract attribution.
How it works
Automate the pipeline. Scale the revenue.
Audit and requirements
We review your current tech stack, sales process, and data quality to design an automation architecture that fits your business.
CRM configuration
Your CRM is configured with MSP-specific pipelines, deal stages, product catalogs, and custom properties.
Automation build
Nurture sequences, scoring models, task automation, and reporting dashboards are built and tested end to end.
Team training and handover
Your sales and marketing team are trained on the new systems with documentation and ongoing support for the first 90 days.
FAQs
Common questions about sales and marketing automation.
Which CRM platforms do you work with?
HubSpot, Salesforce, Pipedrive, and Zoho are our primary platforms. We can also work with other CRM tools - contact us to confirm compatibility.
Can you migrate data from our current CRM?
Yes. Data migration is included as part of our implementation service, including cleaning, deduplication, and mapping to the new structure.
How long does implementation take?
A typical MSP automation setup takes between 6 and 12 weeks depending on the complexity of your tech stack and the number of integrations required.
Do you integrate with PSA tools?
Yes. We have experience integrating marketing automation with popular PSA platforms including ConnectWise, Autotask, and Halo PSA.
Also for Managed Service Providers
More services built for your business.
Microsoft
Microsoft Copilot Lead Generation - your next major pipeline opportunity.
IT buyers are actively evaluating Microsoft Copilot right now. xpandly runs purpose-built lead generation programs that put technology vendors and channel partners in front of those decision-makers - delivering qualified, intent-rich leads in as little as 5 days.
Meridian Technology Solutions
IT Director • 85 employees • Atlanta, GA
Status
Actively evaluating
Budget
$25k - $50k
Timeline
Q2 2026 decision
Licences
50 to 100 users
Intent signals
Attended Microsoft Copilot for Business webinar (3 days ago)
Downloaded Microsoft Copilot ROI calculator
Visited M365 pricing page 4x in the last 7 days
Start the conversation
Ready to grow faster? Let's talk.
Speak with a senior GTM strategist today - no jargon, no obligation. We'll be direct about whether we're the right fit for your business.