GuardenerAI for IT services firms is a CRM that holds the sales pipeline, support cases and service contracts for each client in one system. It is for managed service providers and IT consultancies who sell recurring services and want new deals, client support and invoicing on the same client record.
An MSP sells monthly contracts, then supports them every day. When sales lives in one tool, tickets in another and invoices in a third, nobody sees that the client asking for an upgrade has three open problems. GuardenerAI puts all of it on the client company.
Managed-service deals carry recurring line items with service dates, so each opportunity shows its MRR and ARR alongside one-time project fees.
Cases have a priority from Low to Critical, a type, an origin and an automatic case number. Put them in a queue, and engineers claim what they take on.
A custom Service Contracts object holds the plan, seats covered, start and end dates, linked to the client company.
An action plan lays down the onboarding tasks, from documentation to first review, with due dates worked out for you.
There is no one-click template for this industry, so you add these objects and fields yourself in Settings. It takes an afternoon, and nothing about it is fixed.
A custom object you create, one record per managed-service agreement.
Support requests, with statuses New, Working, Escalated and closed, owned by an engineer or a queue.
New contracts and upgrades, with hardware and projects as one-time lines and services as recurring lines.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Each workspace is isolated and encrypted, with fixed roles that deny access by default and an append-only audit trail. API keys are scoped read-only or read-write and can never do more than a member of your team.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for saas and b2b startups, consulting firms and field services. See every industry.
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