A sales CRM and website for MSPs and IT providers who'd rather be on tickets.
Your PSA and RMM run the technical side. Alcreo handles the sales side that tends to wait: answering new inquiries, booking network assessments, following up on quotes and offering managed plans to break-fix clients who keep calling with the same problems.
Technicians are on tickets all day. Sales follow-up tends to wait its turn.
In a small IT shop, the owner is often the best tech and the only salesperson. These are the usual gaps:
Calls during onsite work
A business owner calls about an outage while you're on another client's site. If they get voicemail, they may try the next provider.
Quotes that sit
Hardware and project quotes go out, and nobody follows up because the ticket queue comes first.
Break-fix clients who never hear about plans
You fix the same client's issues every few months, but nobody brings up a managed plan that would prevent them.
Assessments without a next step
You deliver findings from a network review and the opportunity stalls.
Invoices by hand
Monthly plans and one-off projects are invoiced manually, and late payments mean awkward calls.
Few reviews
Clients are grateful after you fix a crisis, but rarely post a review unless asked that day.
Sales and client communication for an IT business
These run alongside your technical stack. Nothing here touches tickets, devices or documentation.
A website built for local search
Pages for managed IT, cybersecurity, cloud and email, backup and repair, plus pages for the industries you serve.
Missed-call text back
When you can't answer, callers get a text so they know you'll respond and can describe the problem.
Assessments booked online
Prospects book a network or security assessment and answer questions about their setup first.
A pipeline with monthly values
Track inquiries, assessments, quotes and signed contracts, with monthly recurring value on each card.
Quotes and service agreements
Send quotes and managed services agreements for e-signature and start onboarding when they're signed.
Quote follow-up
Polite reminders go out on a schedule and stop when the client replies, signs or declines.
Monthly plans and project invoices
Bill managed plans automatically by card or ACH, and send project or repair invoices with a pay link.
Break-fix to managed offers
After repeat service calls, a client gets a short explanation of your plans and what they'd cover.
Review requests after a fix
When a project wraps or a problem is solved, clients get a request with a link to your Google profile.
From a Monday outage to a managed services agreement
A 15-person office loses email on Monday morning and calls three IT companies. Here's how the next few weeks could go.
Clients who decline a plan stay on a quarterly check-in list, with a reminder after their next service call.
This is an illustration of how the system can work, not a specific customer's results.
- Mon 8:10 AMMissed callYou're onsite. The caller gets a text and replies with what's wrong.
- Mon 8:25 AMCalled back and fixedYou call back and fix the issue remotely. The ticket stays in your PSA.
- Mon 5:00 PMReview and assessment offerA review request goes out, followed by an offer for a network assessment.
- Day 9AssessmentThey book online. You review their setup with their answers on the record.
- Day 11Quote sentThe managed services quote and agreement go out for e-signature.
- Day 24Signed after a budget delayThe owner waited for the month to close, then signed after a reminder. The first month bills automatically.
Set up for the way you sell IT
Managed contracts, projects and repair each need a different flow.
Managed services
Recurring contracts with small businesses.
- Assessment booking
- Agreement e-signature
- Automatic monthly billing
- Quarterly business review scheduling
Projects and installs
Network builds, migrations and hardware refreshes.
- Quote and approval workflow
- Deposit before ordering
- Project status texts
- Warranty and renewal reminders
Repair and residential
Walk-in and on-call customers.
- Missed-call text back
- Online repair booking
- Pickup-ready notifications
- Review requests after service
Keep your ticketing and monitoring. Add a sales process.
Your PSA, ticketing, monitoring and documentation tools stay where technical work happens. Alcreo doesn't replace any of them.
What those tools usually don't cover is the front of the business: answering inquiries, booking assessments, following up on quotes, converting break-fix clients and asking for reviews.
Alcreo connects with QuickBooks for invoicing and payments, and with other tools through Zapier. During setup we import your current clients so check-ins and plan offers can start right away.
Is Alcreo a good fit for your IT business?
It's built for small MSPs and IT shops where sales is a part-time job for someone technical.
A good fit if
- Calls go to voicemail while you're onsite
- Quotes regularly go out without follow-up
- You have break-fix clients who'd benefit from a plan
- Your website doesn't explain what you manage
Probably not the right tool if
- You need a PSA, RMM or ticketing system
- You want IT documentation or password management
- You already have a sales team running a dedicated CRM
Outreach that's professional and permission-based
Clients trust you with their systems. Your communication should earn the same trust.
No credentials in text threads
Onboarding checklists use upload links and your existing secure tools for access details, not texts or email attachments.
Consent on every form
Forms include clear, unchecked texting consent with links to your privacy policy and terms. STOP replies are honored automatically.
Registered business texting
We help you register your number for A2P 10DLC, which mobile carriers require for business texting from local numbers.
Policies that stay current
Growth includes an auto-updating privacy policy, terms and cookie consent for your website. On Launch it's a $20/month add-on.
This is general information, not legal advice. Talk to your own advisor about the rules that apply to your business and your state.
What your IT business website could look like
A clear, trustworthy site that explains what you manage and makes booking an assessment easy.
Service and industry pages help you show up for searches like "managed IT services in [your city]" or "IT support for dental offices." Clear plan descriptions, response times you actually offer and real reviews help businesses choose you.
What happens after you sign up
You don't have to learn the software on your own. Here's what the first week looks like.
One onboarding call
We learn how your IT business works today, which tools you're keeping and what to fix first.
Your website and phone number
We build your website or connect your current one. Keep your number by forwarding or porting it, or get a new local number.
Your contacts and starter setup
We import your contacts, load the standard pipeline and turn on the starter automations that fit. You can rename stages and edit messages any time.
Live in under a week, with support after
Most accounts are running in under a week, though texting registration depends on the carriers. After launch, support helps when you want to change something.
Plans for IT providers
Both plans are month-to-month, set up for you, and your first 30 days are free.
Launch
$497 setup · first 30 days free
- ✓5–6 page website with service pages
- ✓CRM, sales pipeline and follow-up
- ✓Missed-call text back, booking, email and texting
- ✓Quotes, e-signature, monthly billing and reviews
- ✓Unlimited AI agents (fair use)
- ✓Up to 5 users
- ✓Compliance add-on: +$20/month
Growth
$997 setup · first 30 days free
- ✓Up to 35-page SEO website with service, industry and city pages
- ✓Break-fix conversion and review campaign buildout
- ✓Everything in Launch
- ✓3 website edits every month
- ✓Unlimited users and priority support
- ✓Compliance included
Phone, texting, email and AI usage is billed separately based on what you use. If you cancel in the first 30 days, there's no monthly charge, but the setup fee isn't refunded. Moving from Launch to Growth costs the $500 difference in setup fees. Google ad spend is paid directly to Google. Google decides Local Services Ads eligibility for each service category and location.
AI for the routine work, with your team in charge
IT people tend to be skeptical of AI hype, and rightly so. In Alcreo it's a practical helper: drafting quote follow-ups, answering basic questions from website visitors and building workflows you'd otherwise click together by hand.
You decide what AI handles. Anything that needs judgment, or a personal touch, stays with your team.
Describe a workflow in plain English
Type something like "when a client has three service calls in 90 days, email them our managed plan overview and create a call task" and the AI builder drafts the automation. You review it, adjust the timing or wording, and turn it on.
An assistant for routine questions
AI agents can answer common questions, collect details and book appointments by chat or text, in many languages. You decide what they say and when a person takes over.
Help drafting messages
Draft reminders and replies faster, then edit them to sound like your business.
Help when you want to change something
We show you the AI tools during onboarding, and support can help you adjust an automation later instead of starting over.
Questions from IT business owners
Don't see yours? Book a 15-minute call and ask us directly.
Does Alcreo replace my PSA or RMM?+
No. Ticketing, monitoring and documentation stay in your current tools. Alcreo handles your website, inquiries, assessments, quotes, billing, client communication and reviews.
Can I bill managed services clients automatically?+
Yes. Monthly plans can be billed by card or ACH on a recurring schedule, and projects or repairs can be invoiced with a pay link.
Can prospects book an assessment online?+
Yes. They choose a time, answer questions about their setup and get reminders by text and email.
How do you handle client credentials?+
We don't collect them in Alcreo. Onboarding checklists point clients to your existing secure process for sharing access.
Does it work with QuickBooks?+
Alcreo connects with QuickBooks for invoicing and payments.
How long does setup take?+
Most businesses are up and running in under a week, starting with one onboarding call. Texting registration is approved by the mobile carriers, and their timing varies.
Can I keep my phone number and my current website?+
Yes. We can forward or port your number, or set up a new local one. If you like your current website, we can connect it to your account at the same plan price.
What does it cost, and what's billed separately?+
Launch is $297 a month plus a $497 setup fee. Growth is $597 a month plus a $997 setup fee. Both are month-to-month with the first 30 days free. Phone, texting, email and AI usage is billed separately based on use.
What happens if I cancel?+
Cancel in the first 30 days and there's no monthly charge, though the setup fee isn't refunded. After that there's no long-term contract. Closed accounts are paused for 30 days, and we'll send your contacts and website code on request. Your domain stays yours.
Other professional services businesses we set up
Related: CRM & pipeline · Missed-call text back · Scheduling · Alcreo Payments · Google Local Services Ads · Websites
Fewer quotes left hanging. More monthly agreements.
Book a free 15-minute demo and we'll start building your website live on the call.