Feature Spotlight
MSP Pipeline CRM
Close more MRR without switching platforms.
Why MSPs choose Aerie MSP Pipeline CRM
Generic CRMs like Salesforce or HubSpot don't understand MSP concepts like endpoints and managed users.
A purpose-built CRM tied directly into your quoting, inventory, and billing engine.
Opportunity Kanban
Visualize your sales pipeline across custom deal stages.
Quote-to-Cash
Convert an accepted CRM deal instantly into a managed contract.
Activity Tracking
Log emails, calls, and meetings natively in the client record.
Frequently Asked Questions
Can we sync emails?
Yes. Full Microsoft 365 and Google Workspace email sync is included, so all client communications are logged automatically.
How does quote-to-cash work?
When a client accepts a CRM quote, it converts directly into a managed contract with billing — no manual re-entry between systems.
Is this a replacement for Salesforce or HubSpot?
For MSPs, yes. Our CRM understands MSP-specific concepts like endpoints, managed users, and recurring contracts — something generic CRMs cannot do natively.
Works with
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