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More value. More revenue. Less effort.

Our platform helps Service Providers and VARs efficiently capture customer retention and expansion opportunities.

Built for MSPs + Resellers. is all you need to protect and grow your business. Within product and sales data lies a goldmine of opportunities for optimizing the customer lifecycle, yet disparate systems mean these events often go undetected. Lost revenue and risk of churn, not to mention operational inefficiency, are a given for businesses poorly managing their lifecycle sales.

With as your single source of truth, you have a consolidated, real-time view of the entire installed base which makes customer retention and revenue extension a reality. Automate time-consuming manual processes, streamline renewal management and expedite quoting from hours, down to minutes. By leveraging the platform, you are freed to focus on delivering more value to your customers in an efficient, cost-effective way.


Control sales data

Get a real-time, consolidated view into your entire installed base and monetize it with ease without relying on suppliers to provide important sales data. Centralization of data will provide your team with valuable insights that can help drive customer success.

  • Review sales and product data in one place
  • Understand customer purchase behavior
  • Proactively plan customer success strategies

How it works consolidates, validates, and ensures ongoing accuracy of your sales and product data via API integrations into your existing systems, data imports, as well as bookings closed through the platform.

Plus, every piece of information is captured such as install sites, SKUs, part numbers, and contract start and end dates, unlike a regular CRM, CPQ, or ERP.


Accelerate quoting

Create multi-vendor quotes in a matter of minutes with automatically calculated buy-discounts, multipliers, exchange rates, price books, and other pricing attributes. Now you can redirect the focus from manual admin tasks to sales while sending out more quotes.

  • Increase quantity and speed of delivery
  • Reduce the cost of sale
  • Improve quoting accuracy

How it works automatically generates quotes, no matter the complexity, based on your set pricing logic. The platform also allows bulk configuration or pricing updates including the creation of new quote versions, before sending them to customers in your pre-defined format.


Automate subscriptions + renewals

Eliminate the cost and administrative burden of managing subscriptions, renewals, and cloud billing, particularly for repetitive, lower-value transactions. Ongoing management becomes simple when driven by automation, allowing you to do away with laborious manual processes.

  • Protect recurring revenue streams
  • Retain customers and prevent churn
  • Reallocate resources to focus on what matters

How it works proactively flags expiring contract items such as warranties, licenses, subscriptions, maintenance, and support, so you no longer need to scour through copious data. The platform then automatically sends alert notifications containing pre-configured quotes, ready for your customers to action.

If you are a direct Microsoft CSP, our cloud billing engine converts customer cloud consumption data into billing information ready for your ERP to invoice.

Learn more here

Unlock untapped revenue

Proactive management of each lifecycle opportunity opens the door to unlocking revenue from existing customers. From upsell, cross-sell, upgrades, refresh, and maintenance, through to end-of-life and end-of-support alternatives, your growth opportunities are endless.

  • Deliver added value to customers
  • Enable incremental revenue growth
  • Extend customer lifetime value

How it works’s rule-based wizard identifies upsell, cross-sell or refresh opportunities within your installed base. It will even automatically generate sales opportunities with pre-priced quotes ready for immediate action by your customers.

Once a sale is closed, updates with the latest product or service information, ready for the next lifecycle event.

Are you a direct Microsoft CSP?

Then try our cloud billing engine, Solano®! Time is money, so stop wasting valuable hours on manual data entry and analysis of complex reconciliation files. With a free 30 day trial, Solano’s automation can free your team of administrative burden.

Find out more

We can now process extremely complex transactions in minutes instead of hours. The renewal and reporting capabilities offered by are excellent for forecasting and sales hygiene.

Michael Burt
Director, Murdoch Webster Technology Group

Our experience with has been exceptional — from proof of concept through to implementation. It's now a platform we use daily to help us manage customer lifecycles and more.

Dan Barker
National Sales Director, Citrus Solutions

Our legacy systems felt prehistoric, so we knew an API-driven solution was a must. has helped make our quoting process bulletproof. The environment is stable, reliable, and extremely efficient.

Geoff Hughes
Managing Director, Venn IT Solutions

Limitless expansion is just one click away

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Frequently asked questions

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What if my product and sales data is “bad”?

The concept of “bad” data is unfortunately a persistent misconception. Often data is poorly organized for lifecycle sales, but it’s not inherently bad since it can be restructured and turned into useful information.

You don’t need to wait till your data is “cleansed” before activating your lifecycle strategy. Simply load what you have to and it will consolidate and clean it for you. The platform will “build as you go” and create device/asset or contract records with each new install.

Want to know more? Read more.

Does work for small-to-medium resellers and service providers?

Yes, absolutely! We offer an entry-level version of our platform called Lite designed for small-to-medium resellers and service providers. You still get the benefits of automated, easy management and quoting of net-new, renewal, and extension opportunities with Lite.

Find out how here

Can’t we use or adapt our CRM, ERP, CPQ, or ITSM application?

Traditional CPQs and CRMs are geared to handle less complex, net-new sales, not a dynamic channel business built on ongoing customer success and lifecycle sales.

Additionally, is not intended to replace your CRM, ERP, or other critical business applications. We recommend you leverage the platform in unison with existing technologies to better service your customers and facilitate growth.

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Featured resources

Keep up-to-date on the latest articles, insights, and news for technology providers.

Case Study
Atturra Managed Services Elevates its Sales Operations

Managed Services Provider Atturra, boosts revenue optimisation and client satisfaction with the help of the...

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Product Video
How does it work? for VARs/Resellers

In this vlog, James Bent, Project Delivery Manager at, provides a step-by-step overview of how...

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Case Study
Venn IT Streamlines Quoting with Lite

About the Company Venn IT Solutions provides independent consulting advice for workload hosting...

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Ready to start your growth journey?

Talk to our team and discover how can help protect and grow your business.

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