IT managed service provider

The complete software stack for a growing IT managed service provider

Here's the exact, integrated 4-pillar stack we'd architect for an 18-person it managed service provider — no SaaS sprawl, no overlapping tools, every piece chosen for how well it fits your size and how cleanly it plugs into the rest.

By The BusinessAdvisor.Guide Research Team
Get YOUR blueprint

The example below is for an 18-person it managed service provider. Your blueprint will be tailored to your actual size and spend.

Example: An 18-person IT managed service providerSave $53,124/yr

Sales & Marketing

  • Pipedrive
  • Mailchimp

Core Operations

  • ConnectWise Manage
  • NinjaOne

Finance

  • QuickBooks Online (Plus)
  • Gusto (Plus)

Administration & Security

  • Microsoft 365 Business Premium
  • 1Password Business
Illustrative catalog scenario: $7,800/mo current-spend input

Estimated difference: $53,124/yr

Today
$7,800/mo
Optimized
$3,373/mo

Arithmetic: ($7,800 current input − $3,373 catalog stack) × 12. This is an illustrative catalog scenario, not a quote, observed customer spend, or guaranteed savings.

Your 4-pillar stack blueprint

This software stack is designed for your 18-person IT MSP to streamline operations and boost profitability. Pipedrive and Mailchimp will directly drive new client acquisition and nurture existing relationships, while ConnectWise Manage and NinjaOne provide the backbone for efficient service delivery and proactive client support. IT Glue and Datto SIRIS ensure robust infrastructure management and client data protection, critical for your reputation.

Sales & Marketing

Pipedrive · dashboard preview
  • Pipedrive

    CRM & Sales Pipeline

    Consolidates: spreadsheet-based sales tracking, no CRM

    $150/mo
  • Mailchimp

    Email & SMS Marketing Automation

    Consolidates: manual email blasts

    $75/mo
  • Calendly

    Scheduling & Booking

    Consolidates: manual email/phone scheduling

    $30/mo

Core Operations

ConnectWise Manage · dashboard preview
  • ConnectWise Manage

    Professional Services Automation (PSA) — Ticketing, Billing & Service Contracts

    Consolidates: email-based ticket tracking, spreadsheet SLA tracking, manual recurring-contract billing

    $1,200/mo
  • NinjaOne

    RMM (remote monitoring & management) / patch management

    Consolidates: manual patch management, ad-hoc remote desktop tools, spreadsheet-tracked client asset inventory

    $75/mo
  • IT Glue

    IT Documentation & Password/Asset Management for MSPs

    Consolidates: documentation scattered in shared drives/wikis, credentials in spreadsheets

    $280/mo
  • Datto SIRIS

    Business Continuity & Disaster Recovery (BCDR) Backup

    Consolidates: unmanaged/manual client backups, tape backup rotations

    $500/mo
  • ConnectWise ScreenConnect

    Remote Support & Screen Sharing

    Consolidates: free/consumer remote-desktop tools, on-site-only support visits

    $150/mo

Finance

QuickBooks Online (Plus) · dashboard preview
  • QuickBooks Online (Plus)

    Core accounting & bookkeeping

    Consolidates: manual/spreadsheet bookkeeping

    $90/mo
  • Gusto (Plus)

    Payroll & HR

    Consolidates: manual payroll processing, legacy payroll bureau contracts

    $200/mo
  • Ramp

    Corporate cards & expense management

    Consolidates: manual reimbursement, excel-based expense tracking

    $0/mo
  • Bill.com

    Accounts payable & bill pay automation

    Consolidates: manual check writing, paper vendor invoice tracking

    $99/mo

Administration & Security

Microsoft 365 Business Premium · dashboard preview
  • Microsoft 365 Business Premium

    Business email hosting & productivity suite

    Consolidates: on-premise Exchange/email server, basic antivirus

    $264/mo
  • 1Password Business

    Password manager

    Consolidates: credentials in spreadsheets, browser-saved/reused passwords

    $95/mo
  • Huntress Managed EDR

    Endpoint detection & response / managed security

    Consolidates: free/consumer antivirus, unmanaged endpoints

    $85/mo
  • DocuSign

    E-signature & document workflow

    Consolidates: printing and scanning paper contracts

    $80/mo
Optimized stack total$3,373/mo

Our picks, and why

Sales & Marketing · CRM & Sales Pipeline

Pipedrive

Fits teams of 3-100 employees, consolidates spreadsheet-based sales tracking, no CRM.

Sales & Marketing · Email & SMS Marketing Automation

Mailchimp

Fits teams of 1-50 employees, consolidates manual email blasts.

Sales & Marketing · Scheduling & Booking

Calendly

Fits teams of 1-50 employees, consolidates manual email/phone scheduling.

Core Operations · Professional Services Automation (PSA) — Ticketing, Billing & Service Contracts

ConnectWise Manage

Fits teams of 5-200 employees, consolidates email-based ticket tracking, spreadsheet SLA tracking, manual recurring-contract billing — chosen over 1 other professional services automation (psa) — ticketing, billing & service contracts option in our catalog.

Runner-up: Autotask PSA

Core Operations · RMM (remote monitoring & management) / patch management

NinjaOne

Fits teams of 5-500 employees, consolidates manual patch management, ad-hoc remote desktop tools, spreadsheet-tracked client asset inventory — chosen over 1 other rmm (remote monitoring & management) / patch management option in our catalog.

Runner-up: Datto RMM

Core Operations · IT Documentation & Password/Asset Management for MSPs

IT Glue

Fits teams of 3-150 employees, consolidates documentation scattered in shared drives/wikis, credentials in spreadsheets.

Core Operations · Business Continuity & Disaster Recovery (BCDR) Backup

Datto SIRIS

Fits teams of 5-200 employees, consolidates unmanaged/manual client backups, tape backup rotations — chosen over 1 other business continuity & disaster recovery (bcdr) backup option in our catalog.

Runner-up: Veeam Backup & Replication

Core Operations · Remote Support & Screen Sharing

ConnectWise ScreenConnect

Fits teams of 3-200 employees, consolidates free/consumer remote-desktop tools, on-site-only support visits.

Finance · Core accounting & bookkeeping

QuickBooks Online (Plus)

Fits teams of 1-25 employees, consolidates manual/spreadsheet bookkeeping.

Finance · Payroll & HR

Gusto (Plus)

Fits teams of 2-50 employees, consolidates manual payroll processing, legacy payroll bureau contracts.

Finance · Corporate cards & expense management

Ramp

Fits teams of 3-200 employees, consolidates manual reimbursement, excel-based expense tracking.

Finance · Accounts payable & bill pay automation

Bill.com

Fits teams of 5-100 employees, consolidates manual check writing, paper vendor invoice tracking.

Administration & Security · Business email hosting & productivity suite

Microsoft 365 Business Premium

Fits teams of 1-300 employees, consolidates on-premise Exchange/email server, basic antivirus.

Administration & Security · Password manager

1Password Business

Fits teams of 3-75 employees, consolidates credentials in spreadsheets, browser-saved/reused passwords.

Administration & Security · Endpoint detection & response / managed security

Huntress Managed EDR

Fits teams of 5-100 employees, consolidates free/consumer antivirus, unmanaged endpoints.

Administration & Security · E-signature & document workflow

DocuSign

Fits teams of 2-60 employees, consolidates printing and scanning paper contracts.

Every tool we evaluated for a IT managed service provider

Our engine picks one winner per category based on your size — here's the full shortlist it chose from, including the runners-up and who they're actually built for.

Sales & Marketing

ToolCost
PipedriveOur pick for this size$150/mo
MailchimpOur pick for this size$75/mo
CalendlyOur pick for this size$30/mo

Core Operations

ToolCost
ConnectWise ManageOur pick for this size$1,200/mo
Autotask PSA$1,000/mo
NinjaOneOur pick for this size$75/mo
Datto RMM$600/mo
IT GlueOur pick for this size$280/mo
Datto SIRISOur pick for this size$500/mo
Veeam Backup & Replication$350/mo
ConnectWise ScreenConnectOur pick for this size$150/mo

Finance

ToolCost
QuickBooks Online (Plus)Our pick for this size$90/mo
Gusto (Plus)Our pick for this size$200/mo
RampOur pick for this size$0/mo
Bill.comOur pick for this size$99/mo

Administration & Security

ToolCost
Microsoft 365 Business PremiumOur pick for this size$264/mo
1Password BusinessOur pick for this size$95/mo
Huntress Managed EDROur pick for this size$85/mo
DocuSignOur pick for this size$80/mo
Buyer's guides for this stack
Further reading
Related industries

Trades and businesses that share tools with it managed service provider.

Frequently asked questions

How much does software cost for a small business in this industry?

It depends on your team size, but a genuinely optimized stack for a 10-15 person business typically runs $2,000-4,000/mo across all four pillars (sales & marketing, operations, finance, admin & security). We regularly see businesses paying 50-100% more than that because of overlapping tools, enterprise-tier subscriptions sized for larger teams, or never renegotiated pricing. Run the free audit to see your exact number.

What's the biggest source of software overspend in this industry?

The most common pattern is paying for two tools that do the same job — a legacy platform and a newer one that was added during a transition but never replaced the old one. The second most common is running an enterprise-tier platform sized for a much larger operation when a lighter alternative covers 95% of the functionality at a third of the cost.

How is BusinessAdvisor.Guide's recommendation different from a 'best software' list?

Most 'best software' lists rank tools by affiliate commission, not fit. Our engine is structurally blind to who pays us — the ranking code and the commission data live in separate, non-importing parts of our codebase. The engine ranks purely on your team-size fit and integration density, not on which vendor pays the biggest bounty.

Do I have to buy through BusinessAdvisor.Guide to use the blueprint?

No. The blueprint tells you exactly which tools to run and why. Adopting through our link just attaches your account so the rebate gets credited to you instead of going unclaimed. The recommendation is the same either way.

Get your own IT managed service provider blueprint

Three questions, tailored to your actual size and spend — not the example above.