Lead Management

mspCRMTurn Every Ads Click into Tracked Revenue

mspCRM is the lead-tracking CRM built for managed service providers and small B2B teams who need to know exactly which campaign, keyword, and click drove every closed deal — without the enterprise

Primary CTA

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Plan Online Promotions for your business and track from one portal.

Value Proposition

Every Lead, Every Source, Every Time

OTP-verified landing forms eliminate spam. UTM, GCLID, and FBCLID parameters are captured automatically and locked to the lead for life.

Trust Strip

Built on AWS · SOC-friendly architecture · Your data, your account, your control

Publish your Promotions on Linked-in, Facebook, Google etc.

Track

See the full journey, not just the last click

A visual pipeline shows where every deal sits. Activity logs auto-record every email, call, note, and stage change — nothing slips through.

What You GetmspCRM - Lead Management

Key Benefits

When a lead becomes a customer, mspCRM automatically reports the conversion back to Google Ads, Facebook Ads, and Bing Ads — so your campaigns actually learn.

The Problem We Solve 

You’re spending real money on ads. You’re generating real leads. But somewhere between the click and the closed deal, attribution falls apart.

  – Your spreadsheet says one thing.

  – Your ad platform says another.

  – Your sales team says a third.

  – And nobody can tell you which campaign actually paid for itself.

mspCRM fixes that with a single, opinionated system: lead capture, pipeline management, and ad-platform integration in one place, owned by your team.

CORE FEATURESLead Management

- Public landing pages with OTP-verified intake forms
- Custom form templates with field-level validation
- Automatic UTM, GCLID, and FBCLID capture
- Lead archive, assignment, and ownership rules
- Manager / Employee role-based access

Reports & Exports

  – 7 prebuilt business reports

  – Lead source ROI

  – Pipeline velocity

  – Conversion funnel

  – Team performance

  – Export to PDF and Excel

Built-In Health Monitoring

– Integration uptime dashboard

– Per-integration event timeline

 – Failure alerts and retry queues
 – Audit log of every dispatch

Why mspCRM

One System, Not Five

Stop stitching together a CRM, an email tool, an attribution tracker, and a reporting layer. mspCRM does the job of all four — and they actually talk to each other because they share a database, not an API.

Built for Real Teams, Not Enterprise Buyers

Managers see everything. Employees see what they own. Permissions are obvious. There is no consulting hours required to figure out who can do what.

Your Data, Your Stack
mspCRM runs on AWS infrastructure you can audit. PostgreSQL stores your data in a schema you can query directly. There is no vendor lock-in by design.

Honest Pricing
No per-seat tiering games. No “contact us” for the features you actually need. No annual commitment to unlock attribution.

How It Works

Connect your ad accounts.

Link Google Ads, Facebook Ads, and Bing Ads in under five minutes. We start pulling spend and click data the same day. 

Work on the pipeline.

Your team gets a clean queue, automated follow-up reminders, and email templates ready to go.

Drop a form on your landing page.

Copy a snippet, paste it in. Leads flow in with full attribution attached. 

Watch the loop close.

When a deal closes, mspCRM tells your ad platforms which campaign earned it — and your ROAS data finally tells the truth. 

Who It's For

 – MSPs and IT services firms running paid acquisition for managed services contracts 

– B2B service businesses with consultative sales cycles 

– Agencies managing lead flow for their clients

– Small sales teams (2–25 people) that have outgrown spreadsheets but don’t need Salesforce 

What You Don't Get (On Purpose)

– No bloated marketing automation that requires a certified admin

– No 90-field lead forms that nobody fills out

– No AI features that don’t work yet

– No surprise “platform fees”

Final Call to Action  

Stop guessing which ad spend is working.

mspCRM gives you a CRM, attribution engine, and ad-platform feedback loop in one product — at a price that makes sense for a team that’s still growing.

[Start Free 14-Day Trial — No Card Required — Talk to the Founders →]

Final Call to Action  

1. The CRM that knows where your leads came from.

2. Built for teams who spend their own ad budget.

3. Lead tracking with the receipts. 

2. Built for teams who spend their own ad budget.

FAQ

How long does setup take?

Most teams are sending leads through their first pipeline within the first hour.

Can I import my existing leads?

Yes — CSV import is supported, with field mapping and attribution preservation. 

Do you support multiple businesses under one login?

Yes. Multi-tenancy is native. Each account is fully isolated. 

What happens if I cancel?

You export everything. CSV, JSON, full database dump — your data leaves with you.

Is there an API?

Yes. Every feature in the UI is backed by a documented REST API.

Where is my data stored?

AWS us-east-1 by default. Region selection available on annual plans.

Grow Your Business with Smart Lead Management

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HEALTH PACKAGESHealth Check Packs

$90

Basic Care

Basic Blood Profile
  • Complete Blood Count
  • Liver Function Blood Test
  • Heart Disease Blood Tests
  • Cholesterol / Lipid Levels
  • Sexually Transmitted Diseases
  • Male / Female General Health Panel
  • Comprehensive Metabolic Panel
$190

Essential Care

Gold Health Check
  • Complete Blood Count
  • Liver Function Blood Test
  • Heart Disease Blood Tests
  • Cholesterol / Lipid Levels
  • Sexually Transmitted Diseases
  • Male / Female General Health Panel
  • Comprehensive Metabolic Panel
$290

Total Care

Platinum Health Check
  • Complete Blood Count
  • Liver Function Blood Test
  • Heart Disease Blood Tests
  • Cholesterol / Lipid Levels
  • Sexually Transmitted Diseases
  • Male / Female General Health Panel
  • Comprehensive Metabolic Panel

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