Pivotal M&A Focus
Integrate It Right, From the Ground Up
Pivotal M&A Focus is designed for MSPs navigating M&A who need ConnectWise cleaned up, standardized, and deal-ready. From financial structures and product catalogs to quoting, service & project workflows, invoicing, and everything in between. We help with more than just the systems, we provide the guidance teams needs to build the right process synergies for your company’s overall strategic goals.
Systems Not Supporting Strategy
Without a solid foundation, you can’t make confident decisions or scale effectively. Pivotal Focus fixes that by delivering full-scale implementations and overhauls that get everything working the way it should.
Inaccurate Reporting
When data structures are messy, you can’t trust the numbers – and that gets expensive post-M&A transaction. Pivotal M&A Focus leads to more consistent processes, aligned to strategic vision, giving you reliable data. Get decision-ready.
Broken Quoting & Catalogs
Disorganized product catalogs and inconsistent quoting processes lead to errors, inaccurate financial reporting, and lost revenue. We work to align financial reporting and quoting-to-cash processes so quoting is fast, accurate, and profitable.
Billing Headaches
Repeated invoicing issues waste hours and frustrate clients. We align processes so billing becomes smooth and predictable.
Unscalable Systems
A cobbled-together setup makes growth painful. Pivotal M&A Focus aligns the foundation that supports your strategy and scales with you.
Aligning a Foundation for Growth
Your business decisions are only as good as the systems & processes behind them. Pivotal M&A Focus ensures your ConnectWise environment is optimized with precision, giving you the reliable data, streamlined processes, and solid foundation you need to grow.
Defined Outcomes
Every project has clear outcomes and goals we’re working to help you achieve, so you know exactly what success looks like.
Financial Foundations
From chart of accounts to invoicing and batching, we build financial structures you can trust.
End-to-End Setup
We cover everything from product catalog and quoting to projects, procurement, and service operations, and finance.
Best Practice Alignment
Your system is implemented against proven Pivotal Practices, keeping operations smooth and efficient.
Scalable for Growth
The foundation we put in place supports long-term strategy, not just short-term fixes.
M&A Support Hub
Mergers and acquisitions should fuel growth, not slow it down. Our M&A Support Hub helps you plan and coordinate the operational and system integration journey when bringing multiple ConnectWise PSA environments together – so you can focus on growth, not the grind.
- Strategic integration planning that aligns teams, processes, and data before migration begins.
- Collaboration with your chosen data integration partner to ensure a seamless, efficient transition.
- Proven track record guiding MSPs through successful integrations from their first acquisition to their fifteenth.
"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 M&A Focus
Pivotal Focus is our most comprehensive service, designed to get ConnectWise working the right way from day one or to reset your system when it’s no longer fit for purpose. From full-scale implementations to complex mergers, we deliver defined outcomes with fixed pricing, so you can build on a foundation that lasts.
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.
- An honest evaluation of your current setup
- Identify what's really causing your issues
- Get a clear picture of your next steps
