Workspace
Checking your secure session…
Partner agreements, NDAs and other contracts signed outside the portal. Only you can see this list, so each partner's terms stay private to them.
Agreements from the old signing page, kept as a record. Client agreements are approved and signed in the Customer Portal. Old links no longer open, so void any record that was never signed.
What's being built and shipped, for us and for customers.
Every MSP we know about, where we found them, who owns the relationship, and who has opted in to hear from us. Nothing here sends email.
CSV with a header row. Columns: name (required), website, city, state, country, phone, linkedin, description, employees, leader_name, leader_title, leader_basis, fit, owner, ecosystems, verticals, source, source_detail, source_url. Firms are matched by website, then by name and state. A list only fills empty fields and adds its source; it never changes owner, fit, stage, notes or opt-in status.
Getting your day ready.
Things only you can finish. The first button on each one takes you there.
Email threads where you owe a reply, or where you are waiting on one. Each one clears on its own when the thread moves.