List of the Top 16 MSP Software for Salesforce in 2026

Atera is a comprehensive IT management solution that integrates remote monitoring and management (RMM), helpdesk services, and ticketing, all enhanced by Action AI™ to significantly increase efficiency for organizations of any size. Experience the benefits of Atera with a free trial today!

Josys serves as a dedicated platform for Automated Identity Governance and Administration (IGA), specifically designed to assist Managed Service Providers in implementing consistent and scalable identity governance for all their clients. With its centralized multi-tenant dashboard, Josys empowers MSPs to oversee user access, uphold compliance regulations, streamline onboarding and offboarding processes, and identify shadow IT, all from one intuitive interface. By converting intricate governance tasks that vary by client into uniform, automated procedures, Josys enables MSPs to lower service delivery expenses, enhance the security of their clients, and expand their operations without the need for additional personnel.

QUOTE WITH GREATER INTELLIGENCE, SPEED, AND PROFITABILITY An inaccurate quote has the potential to damage your credibility and the trust you've built over time. A misquoted price can jeopardize a deal. Safeguard your business interests. ServicePath is a versatile configure, price, and quote (CPQ) platform designed to simplify the quoting process. With ServicePath, you can quickly generate quotes that typically take hours and require input from various teams. This platform provides a comprehensive view of the most current cost factors and solution setups, significantly minimizing the chances of issuing an incorrect quote. Overall, ServicePath streamlines your business operations, making it more appealing for clients to engage with you. Additionally, it enhances collaboration among departments, ensuring a smoother quoting experience.

Comprehensive software revolutionizes the manner in which Managed Service Providers deliver IT services to their clients. HaloPSA enables you to oversee your complete service desk with ready-to-use features that adhere to ITIL standards. This integration enhances efficiency and streamlines operations for better customer satisfaction.

ConnectWise PSA, previously known as ConnectWise Manage, is a comprehensive business management solution tailored for organizations that provide technology support and services, and it is relied upon by over 100,000 users. This platform is packed with numerous features that enhance team accountability and boost operational efficiency, encompassing tools for help desk management, billing, time tracking, project oversight, agreement handling, sales and marketing, procurement, and reporting. By offering an integrated professional services automation (PSA) solution, ConnectWise PSA fosters a unified perspective of your entire operations through a singular data layer, allowing for improved clarity and streamlined business processes. This holistic approach not only helps organizations manage their resources effectively but also empowers teams to respond swiftly to client needs and market demands.

Around the globe, small and medium-sized enterprises (SMEs) can achieve unparalleled freedom of choice by collaborating with JumpCloud. By utilizing its cloud-based open directory platform, JumpCloud streamlines the management and security of identities, access, and devices, allowing IT teams and managed service providers (MSPs) to efficiently support a variety of operating systems including Windows, Mac, Linux, and Android. This innovative solution enables users to manage identities either directly or through their chosen HRIS or productivity tools, while also granting access to numerous on-premises and cloud applications with a single, secure set of credentials. To explore the full potential of this comprehensive platform, consider starting a free 30-day trial of JumpCloud today and experience the benefits firsthand. Embrace the future of IT management and watch your business thrive.

Accelo is a favored choice for professional service firms worldwide seeking to enhance the profitability of their client work management. This cloud-based solution efficiently oversees every stage of client engagement, from initial prospecting to final payment processing, while also overseeing tickets, retainers, and timesheets. With a strong focus on optimizing both time and financial resources, the platform provides a comprehensive overview of current business metrics and financial outcomes. All client interactions, activities, and tasks are aggregated into one user-friendly interface, enabling users to monitor progress without needing to request updates. By enhancing operational efficiency and simplifying workflows, Accelo fosters better coordination among teams and leadership, ultimately improving visibility throughout the organization. This streamlined approach empowers professionals to prioritize their most critical tasks, allowing leaders to effectively manage the business. By leveraging automation, managers can ensure that projects are completed on schedule and adhere to budgetary constraints, leading to improved client satisfaction and business success.

The Strategy Overview is an advanced automation platform tailored for vCIOs and quarterly business reviews, developed by managed service providers (MSPs) to improve client strategic planning and support digital transformation efforts. By automating crucial tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting for Office 365 and asset lifecycles, it significantly streamlines the quarterly business review process through a modular template engine powered by the Arya AI agent. This all-encompassing system integrates seamlessly with various PSA/RMM tools, including ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, alongside Office 365, facilitating the synchronization of vital company data such as assets, user lists, tickets, warranties, and licensing details. Clients enjoy the advantage of a customizable white-labeled portal that delivers in-depth insights into their strategic initiatives, health scores, and critical data points encompassing asset and user information, tickets, budgets, and roadmaps. In addition, the platform refreshes warranty and asset data automatically, enabling MSPs to reduce the preparation time for quarterly business reviews from several hours to just minutes. This not only standardizes processes but also emphasizes security and compliance insights, fosters proactive recommendations, and transforms assessments into strategic paths for revenue enhancement. Ultimately, this innovative solution not only enhances operational efficiency but also empowers MSPs to provide greater value to their clients, paving the way for a more strategic partnership. Additionally, the platform's user-friendly interface ensures that both MSPs and clients can navigate the system with ease, further elevating the collaborative experience.

In the field of cybersecurity, a proactive stance is vital for success. Our software-as-a-service security platform is meticulously designed to keep you ahead of potential threats. By leveraging cutting-edge technology, we automatically detect and block unauthorized activities within your clients' applications. This unparalleled level of protection is unmatched by any other service providers. Managed Service Providers (MSPs) face heightened risks from cyber threats, which is why it is essential to protect your operations by ensuring your executive team receives immediate notifications about any suspicious, high-risk actions detected in your MSP toolkit. You have the flexibility to customize security event thresholds for a variety of applications, guaranteeing that you receive prompt alerts for any unusual user activities, which enables you to quickly tackle possible threats on behalf of your customers. This proactive strategy not only fortifies your security measures but also fosters trust with your clients, enhancing your reputation within the industry while positioning you as a leader in cybersecurity solutions. Additionally, by staying one step ahead of emerging threats, you can better serve your clients and adapt to their evolving needs.

IT resellers, including VARs and MSPs, encounter a challenging landscape when it comes to quoting, renewing, and tracking IT assets, with inefficiencies often stemming from slow software, fragmented workflows, and incomplete information, which can hinder team performance and profitability. Owlytica addresses these issues by providing a comprehensive platform that consolidates quoting, renewal management, and IT asset management, allowing resellers to expedite sales processes, offer self-service options, and leverage the data from quotes, renewals, and customer interactions to enhance upselling and cross-selling opportunities. Key features of Owlytica encompass Quoting, Contracts, Renewals, Asset Management, Portal, and Ticketing, all meticulously crafted to minimize manual tasks and empower IT resellers to prioritize their core function: selling. Consequently, with Owlytica, capturing renewals and identifying new sales prospects becomes significantly more streamlined, ultimately enhancing both profitability and team morale. Furthermore, Owlytica's ability to seamlessly integrate with existing distribution, CRM, and financial systems through its API positions it as a flexible asset for businesses aiming to expand their IT reselling endeavors. To discover more about how Owlytica can elevate your operations and to arrange a consultation, visit owlytica.com today.

Navigating through the various steps necessary to meet your cybersecurity compliance goals can be quite challenging. Implementing robust cybersecurity compliance management software can significantly accelerate your progress from the outset. Start by leveraging customized templates that have been validated by industry experts, and employ cross-mapping techniques to uncover the commonalities among different standards, which will help streamline your compliance efforts. By consolidating all evidence and policies in a single location, you can ensure that crucial information is readily accessible. Moreover, the process of monitoring risks and managing vendor relationships is simplified, reducing reliance on cumbersome spreadsheets and cluttered documentation. It is essential for the entire team to actively participate in the compliance journey; within this personalized portal, each team member can conveniently access pertinent policies and efficiently manage their respective responsibilities. Consequently, your compliance initiatives become more unified and cooperative, which ultimately strengthens your organization's overall security posture. In this collaborative environment, team members can also share insights and experiences, fostering a culture of continuous improvement in compliance practices.

TechGrid acts as an all-in-one hub that connects companies with a network of qualified Tech Service Providers (TSPs) and collaboration partners, streamlining the delivery of IT solutions. Users can showcase their full service offerings in As-a-Service bundles, which automatically calculate options for hardware, services, support, and financing. By answering a few simple questions, clients can witness the creation of their bill of materials in real-time through our cutting-edge BOM automation tool. This tool significantly improves operational efficiency and accelerates the proposal process, making it easier for clients to review and approve offers. In essence, TechGrid not only helps you finalize more deals quickly but also ensures a smooth and efficient experience for everyone involved, fostering better relationships between businesses and their customers. Ultimately, the platform is designed to make the entire process more user-friendly and efficient.

Quoter is a cutting-edge, cloud-based solution tailored for managed service providers (MSPs) that enhances the quote-to-cash workflow by automating over 30% of sales-related activities. It effortlessly connects with various systems including PSA, CRM, distributors, payment gateways, and accounting applications to pre-fill information regarding clients, products, and pricing. The platform supports an infinite variety of customizable line items and bundles, provides volume discounts, accommodates multi-currency pricing, and ensures precise tax and shipping calculations through integrations with tools like Avalara. Additionally, Quoter enables e-signatures and payment processing via platforms such as Stripe, PayPal, and ConnectBooster. Users can also take advantage of tailored branded templates and product configurators that feature both optional and single-select items, along with distributor pricing that reflects real-time inventory levels. To further boost efficiency, the platform includes email tracking, automated follow-up reminders, workflows for managerial approvals, and meticulous tracking of costs and margins, complemented by extensive reporting features on quotes, margins, user activity, and product performance. In addition, companies can leverage its powerful analytics to make strategic decisions, refine their sales strategies, and ultimately drive growth in a competitive market.

Asigra Tigris provides comprehensive protection for your backups against emerging cyber threats, significantly improving the chances of successful data recovery and streamlining management compared to traditional backup options. By employing a unique network-based security architecture, Asigra integrates cutting-edge features such as inline antimalware, encryption, authentication, and obfuscation, which exceed the functionalities of standard backup software. With robust safeguards against relentless attackers, you can avoid costly ransom payments. The swift deployment of Asigra within your network removes the necessity for endpoint agents, making updates simpler, reducing administrative workload, and minimizing the impact on security. Whether you need to retrieve a single file from last night or restore an entire data center, you can rely on the strong recovery capabilities that Asigra provides. Its incremental forever approach allows for the restoration of backups from any point in time, while autonomic healing automatically corrects any corrupted backups, ensuring the preservation of your data. This all-encompassing solution not only secures your information but also fosters trust in your recovery capabilities and promotes a sense of security for your data management strategy. Ultimately, Asigra Tigris empowers organizations to navigate the complexities of data protection with confidence.

Leverage ContraForce to optimize investigation processes across diverse tenants, automate the handling of security incidents, and deliver exceptional managed security services. Attain cost efficiency through scalable pricing models while maintaining high performance customized to your operational needs. By enhancing the speed and scope of your existing Microsoft security infrastructure with robust workflows and integrated security engineering tools, you can take full advantage of advanced multi-tenancy features. Experience the benefits of automated responses that adapt to your business's context, ensuring comprehensive protection for your clients from endpoints to the cloud, all achieved without the complexities of scripting, agents, or coding. Manage multiple Microsoft Defender and Sentinel customer accounts, along with incidents and cases from other XDR, SIEM, and ticketing platforms, from a centralized location. Enjoy a streamlined investigation hub where all security alerts and data can be accessed in one cohesive platform. With ContraForce, you can effectively conduct threat detection, investigations, and response workflows within a unified framework, significantly improving the efficiency and effectiveness of your security operations while keeping pace with evolving threats. This consolidated approach not only enhances response times but also fortifies the overall security posture of your organization.

We offer MSPs flexible, reliable, and cutting-edge cloud communication solutions designed to help them grow their operations with accuracy and intent. BVoIP was created as a direct response to the real difficulties and frustrations encountered by genuine MSPs in the field. Having spent 17 years as an MSP ourselves before branching out, we gained critical insights into the industry's ineffective communication methods, which often depended on a chaotic assortment of unreliable products and services. This lack of cohesion frequently led to inflated operational costs and excessive pressure on customer support teams. Acknowledging the demand for simple and scalable communication options, we have developed a revolutionary approach that leverages cloud technology to enhance business communication, eradicate back-office redundancies, and ensure that confusing phrases like "can you hear me now" are eliminated entirely. With our all-inclusive and standardized communications platform, we are now positioned to deliver the vital solutions MSPs have been searching for to excel in an increasingly competitive environment. Our overarching mission is to redefine how MSPs handle communication, enabling them to concentrate on their primary business goals while delivering exceptional service to their clients. By fostering a seamless communication experience, we aim to empower MSPs to reach their fullest potential.