About Us

Consulting That Speaks Your Language

With Pivotal Crew, you get real-world ConnectWise expertise from consultants who’ve lived the challenges you face.

Our Pivotal Principles

We know no good comes from guesswork. That’s why everything we do is built on clarity, speed, and real-world results. These values guide how we work with you and how we deliver impact you can rely on.

We’re Reliable

We always aim to help our partners make decisions based on data that they can trust. Everything we do is based on providing solutions or recommendations to improve your business.

We’re Responsive

We get straight to the heart of your problem. When you need an answer, we provide it quickly and work through your real-world questions to get to the correct solution.

We’re Proven Innovators

We use ConnectWise to run our own business, so we understand the daily challenges and real-world implications of every solution we suggest. Our advice isn’t theoretical; it’s proven in practice.

We Deliver Value

Our goal is to give you smarter, more predictive operations by cleaning up your systems so you can have reliable data. We deliver tangible business intelligence that drives real results.

We Create Clarity

Clean systems create confident decisions. We prioritize transparency, accuracy, and simplicity, so you can operate with better visibility and trust your business intelligence.

We Drive Impact

Every audit, optimization, and improvement is designed to drive measurable gains in efficiency, profitability, and sustainable growth for your MSP.

We Build Partnerships

We don’t just consult; we collaborate. We’re in it with our clients for the long haul, bringing proactive insights, responsive support, and genuine care to every engagement.

The Pivotal Edge

What sets us apart isn’t just our ConnectWise expertise; it’s the way we think, collaborate, and create.

From guiding M&A integrations to innovating new solutions, we bring a mix of perspective, creativity, and community spirit that makes the difference.

Each of our founders brings something different to the table, which broadens our strengths. Between the three of us, we’ve seen it all and solved it all.

Wide Array of Perspectives

Proven M&A Expertise

From first-time acquisitions to 15th company integrations, we work with you to manage the technical complexity so you can focus on business strategy.

We constantly develop innovative solutions using ConnectWise in ways that solve unique business problems. Our “rubber meets the road” approach means practical solutions that actually work.

Creative Problem-Solving Approach

Community Focused

We’re respected in the ConnectWise community for freely sharing knowledge and improving industry standards. We genuinely care about making the MSP industry better.

"Pivotal Crew is an amazing consulting firm.

They are so very friendly, experienced, and have resolved all of our issues.

The best out there.”

Moe Musa | Happy Client

The Crew

Behind Pivotal Crew are two consultants with decades of combined experience. Our Crew brings together a wide selection of different strengths and one shared goal: helping you get the most from your systems with practical solutions that drive your business forward.

Kathy Boulet

Managing Partner

With 30 years of experience in the IT Services sector, Kathy brings a deep understanding of the industry. This enables her to help guide organizations through complex challenges, helping them to optimize their performance & achieve their strategic goals. She is passionate about collaborating with clients & their teams to create value, drive growth, & foster operations with data that can be trusted to make decisions.

Cassie Kerr

Partner

Cassie stumbled upon the MSP industry by chance, starting as a temp doing data entry. However, it wasn’t long before she rose through the ranks, fueled by her passion for PSA administration. Her love for consulting took flight after successfully implementing ConnectWise Manage at her first MSP. Cassie has helped numerous technology service providers streamline their processes through automation and scalability.

Get your Free ConnectWise PSA Assessment

Think your problems are just in service or finance? You’re probably seeing the symptoms, not the source. Let’s do a free assessment to show you what might be happening upstream that’s causing these downstream headaches.