Sidekick for Managed Service Providers
Run tickets, endpoints, projects, contracts, billing, and customer growth as one MSP.
Connect service desk, RMM, assets, automation, projects, agreements, customer portal, voice, billing, and AI-assisted operations.
Start with Sidekick for Managed Service Providers
Where the day gets stuck
Order-to-onboarding handoffs fail
Customer and service health viewed separately
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Service operations
Sidekick MSP
Run the service desk and the business behind it.
Customer growthSidekick CRM
Know every customer. Move every opportunity.
CommunicationsSidekick Voice
Business calling with real phones and real help.
Business operationsSidekick ERP
Finance and operations on the same record.
ProtectionSidekick Protect
Know what is protected and prove it can recover.
PlatformSidekick AI
AI that can see the work and help move it forward.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Technician sees assets and contracts
- 02Service manager sees queues
- 03Owner sees delivery and growth
Workflow 1
resolve an endpoint alert with customer context
A practical Sidekick workflow that helps the team resolve an endpoint alert with customer context.
- Correlate alert and asset
- Open customer and contract
- Run or assign remediation
- Document resolution
Workflow 2
turn a sold service into onboarding
A practical Sidekick workflow that helps the team turn a sold service into onboarding.
- Accept order
- Create delivery plan
- Provision entitlements
- Confirm readiness
Workflow 3
prepare a client service review
A practical Sidekick workflow that helps the team prepare a client service review.
- Summarize tickets and assets
- Review projects and protection
- Identify risks and opportunities
- Build the meeting plan
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize service history
- Recommend next remediation
- Prepare client review