Pivotal Consulting

Your Flexibility, Our Expertise

Pivotal Consulting gives you expert guidance on your terms, whether it’s targeted process fixes, system cleanups, or ongoing strategic support.

Get Moving Again

When projects drag on, processes stay messy, or improvements never stick, your team ends up spinning its wheels. Pivotal Consulting gives you the focus and expertise to cut through the noise, finish what’s started, and make progress where it matters most.

Unfinished Projects

When priorities shift, projects stall and progress stops. With Pivotal Consulting, we step in to refocus and get the job done.

Messy Processes

Inconsistent workflows waste time and create frustration. We streamline and document them so your team can work with confidence.

No Clear Direction

Without a clear path, it’s tough to know where to start. Our expertise helps you set priorities and move forward with clarity.

Short-Term Fixes

Quick patches keep failing, leaving you back at square one. We design sustainable solutions that are built to last.

Turning Plans Into Progress

Consulting shouldn’t leave you with half-finished initiatives or advice that gathers dust. With Pivotal Consulting, you get flexible, targeted expertise that helps you focus on the right priorities, clear the roadblocks, and see meaningful results.

Flexible Engagements

Get support on your terms, from project-based help to to recurring consulting on demand.

Targeted Expertise

We focus on the areas that matter most, whether it’s cleanups, process fixes, or system improvements.

Real-World Guidance

Our advice comes from MSP, process, and system experience over years with hundreds of clients, not theory or guesswork.

Strategic Outcomes

We help you design improvements that stick, delivering long-term impact instead of short-term patches.

Collaborative Approach

We work alongside your team, explaining and guiding so improvements build confidence too.

"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

What You Get With Pivotal Consulting

Pivotal Consulting gives you the flexibility to focus on what matters most, whether that’s tidying up existing processes, finishing stalled projects, or getting expert input to guide new initiatives.

Chart of Accounts Design

We structure your financials in ConnectWise so billing, reporting, and profitability tracking are accurate from day one.

Product Catalog Setup

Clean, organized catalogs that make quoting and sales fast, consistent, and profitable.

Quoting & Invoicing Configuration

End-to-end setup of quoting, billing, and invoicing to eliminate errors and keep cash flow predictable.

Project & Procurement Implementation

Best-practice configuration of project management and procurement modules for smoother delivery.

System Migrations & M&A Integration

Data migrations and ConnectWise merges designed to integrate acquisitions quickly, cleanly, and with minimal disruption.

Comprehensive System Overhauls

When clutter and bad habits have built up, we reset your environment to ensure consistency, efficiency, and scalability.

Cleanup Assistance

Hands-on help with messy areas like old timesheets, invoicing backlogs, procurement workflows, or your product catalog.

Process Consulting

Expert guidance to improve the way your team uses ConnectWise, fixing inefficiencies and aligning with Pivotal Practices.

Targeted Project Help

Support for in-progress initiatives, whether you need extra expertise to get them finished or a second set of eyes to validate your approach.

System Improvements

Recommendations and adjustments that strengthen how your ConnectWise PSA, CPQ and other integrations operate day to day.

Strategic Input

Advice and direction from consultants who understand business and MSP operations, and the ConnectWise ecosystem.

Flexible Hour Blocks

Engage us for as little as 10 hours, or extend into recurring support to match your ongoing priorities.

Tool-Specific Consulting

Expert support for the systems you rely on, including ConnectWise PSA, CPQ, Quoter, BrightGauge, and more.

Pricing

For Pivotal Crew’s services, we offer a flexible pricing structure designed to accommodate businesses of all sizes and needs. Our pricing is tiered based on the number of hours you require, ensuring you only pay for the support you need.

CAD

USD

10 Hours

$200 / hr

20 Hours

$170 / hr

50 Hours

$150 / hr

10 Hours

C$250 / hr

20 Hours

C$220 / hr

50 Hours

C$205 / hr

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.