Our Services
Everyone’s challenges are different. That's why we offer flexible consulting and support solutions that help you get more from ConnectWise PSA, CPQ, and other systems.
Pivotal Consulting
From 10-hour targeted projects to monthly recurring engagements. Get expert help with system cleanups, process improvements, or strategic guidance, whether you need specific fixes or ongoing consulting support.
- Start with as little as 10 hours for targeted improvements, strategic guidance, or mergers and migrations. Whether you need specific fixes or an overall improvement plan, we're here to help.
- Work on your priorities - new or existing processes
- Monthly recurring options for consistent support and consulting for multiple projects
Pivotal Support+
Your first point of contact for ConnectWise PSA and CPQ questions without the runaround. We provide fast, accurate answers to how-to questions, troubleshooting, and system validation that keeps your team efficient and confident.
- Same-day response for requests received by noon Pacific
- Direct access to experts who understand your problems immediately
- Monthly support plans available with unlimited in-scope requests
Pivotal Advisory+
For MSPs who don’t just want answers when something breaks – they want a partner who helps them continuously improve how their ConnectWise environment runs.
You get everything included in Pivotal Support+, plus 3 consulting hours per month and a monthly business review with a Pivotal consultant.
- Unlimited reactive support
- Monhtly business review with a consultant
- Quarterly Proactive Audit
"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
Pivotal M&A Focus
The most comprehensive option when partners contact us. A total overhaul covering everything from financial structures and the chart of accounts to service operations, quoting, invoicing, and reporting.
- Defined project plans with clearly explained estimates and fixed pricing available for certain project scopes
- Complete system transformation from financial setup to operations
- Implementation of practices that are pivotal to consistent operations
Pivotal Proactive
Stay ahead of potential issues with regular ConnectWise PSA health checks. Our expert team scores your system against Pivotal Practices every quarter, catching process drift before it becomes expensive chaos.
- Reasonable monthly fees with quarterly review and scoring
- Early identification of misaligned settings and process issues
- Insights for action: fix in-house or buy consulting hours for targeted help
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.
- An honest evaluation of your current setup
- Identify what's really causing your issues
- Get a clear picture of your next steps
