NewIntroducing PartnerView. Software built for partner services firms.Read the field note →
Partner Type · Supported

Managed Service Provider

You do not finish the engagement. You run it.

Your model

How you make money.

A Managed Service Provider does not implement and leave. It bundles the vendor's product into an ongoing service and runs that service for the client, billed on a recurring basis. The relationship has no end date, and that single fact breaks most tools built for the channel.

VENDOR YOU CLIENT license · ongoing managed service monthly fee recurring · no end date
Where it breaks for you

The specific problems you'll recognize.

01

There is no closed-won.

Tools built around a deal-to-project-to-invoice arc have no state for a relationship that simply continues. Implementation, support, optimization, and account management all happen at once, for the same client, indefinitely.

02

Revenue recognition is monthly and ongoing.

Recurring revenue and constant renewals, none of which a project-shaped tool models well. Generic accounting treats it like a series of invoices instead of a continuous service relationship.

03

Support and delivery blur together.

The same team is implementing, supporting, and optimizing for the same client, continuously. Staffing and tracking that without a system built for it is guesswork.

What PartnerView does for you

Built for your model.

Module · Recognize

Retainer and recurring revenue, native.

Recurring revenue rules built in. Monthly recognition handles the constant cadence without forcing a project arc onto a continuous relationship.

Read about Recognize →
Module · Operate

Continuous relationships, first-class.

The client engagement does not end at go-live. Implementation, support, and optimization stay tied to one continuous record, with the bench allocated against it.

Read about Operate →
Module · Recognize

Layered economics in one view.

License economics and recurring service economics stack on the same client. Both stay visible in one place instead of two disconnected ledgers.

Read about Recognize →
Module · Recognize

MSP bank balance, tracked per partner.

Running balance of deposits in, draws out. At-risk report flags partners whose draw is running ahead of their deposit. Working capital stops being a guess.

Read about Recognize →
Module · Recognize

MRR report built for managed services.

Monthly recurring revenue rolls up across every continuous engagement. The recurring number is a real report, not a quarterly spreadsheet exercise.

Read about Recognize →
Module · Operate

Subcontract engagements as records.

Each ongoing engagement carries scope, contracted hours, hourly rate, and status. Linked time entries, invoices, and deliverables sit on the same record. Active capacity calculation tells sales who has headroom.

Read about Operate →

Built for partners like you. Let's talk.

Bring an active engagement. We'll model it in PartnerView live so you can see how the math works for your specific setup.

Get a demo