For MSPs & IT service providers

Your Next Managed IT Client Is Out There. Let AI Help Find Them.

Find businesses that match your MSP's ideal customer profile, connect with IT and business decision-makers, and scale personalized outreach.

Free plan with 5 verified leads a week · No credit card · Native CRM connections on paid plans

  • Managed service providers
  • MSSPs
  • IT consultancies
  • Cloud & VoIP resellers
CRMCoPilot prospect search in dark mode with filters for title, location, industry, technology, funding, headcount and revenue
Actual CRMCoPilot product screen.

The problem

Why MSP growth stalls

Too dependent on referrals

When referrals slow down, so does new monthly recurring revenue.

Qualified prospects take time to find

Your sweet spot is a specific size, industry and location, and generic lists don't respect that.

The IT decision-maker varies

At a 40-person firm it's the owner or office manager. At 300 people it's an IT director.

Prospecting is inconsistent

Engineers and owners prospect between tickets, so outreach happens in fits and starts.

How it works

From ideal customer to first reply in six steps

  1. Define your ideal customer

    Describe who you sell to in plain English, then refine with filters and the products or services you offer.

    In IT servicesDefine your ICP: industries you support, headcount range and service area.

  2. Let AI discover matching prospects

    Search a licensed company and contact database, the public web and Google Maps. Fit scoring ranks results against what you sell.

    In IT servicesSearch returns matching businesses, ranked against your managed services.

  3. Identify decision-makers

    Filter by job title, seniority and people new in their role. Decision-maker search is on paid plans.

    In IT servicesFind IT managers, IT directors, owners, COOs and practice administrators.

  4. Review and enrich

    Emails are checked for deliverability before use. Unlock a work email for 1 credit, only when one is found.

    In IT servicesUnlock verified emails, and phone numbers on paid plans.

  5. Connect to your CRM

    Native connections to GoHighLevel, Zoho CRM, Pipedrive, HubSpot and Salesforce, with duplicate checks by email and company domain.

    In IT servicesSend prospects to your CRM with an owner or round-robin assignment.

  6. Launch personalized outreach

    AI drafts research-backed emails and video scripts. Sequences send from your Gmail and stop when a prospect replies.

    In IT servicesRun email sequences, with optional personal video and LinkedIn campaigns through your own Meet Alfred account.

AI agents for IT services

Four agent workflows to set up for your team

These are workflows you configure in CRMCoPilot, not ready-made templates. Each card shows what's available today.

Available nowa shipped feature does thisBuild it todayset up from search, scoring and AutopilotPartly availablesee the note on the card

Build it today

MSP Prospect Discovery Agent

You need a predictable flow of SMBs in your service area.

Runs a saved search by industry, headcount and location and delivers new matches to your CRM on a schedule.

Example input
Dental groups, law firms and accounting practices, 15–150 employees, within 60 miles of Denver
Expected output
Verified contacts at matching businesses, delivered daily

Built with: Saved search + Autopilot (paid plans)

Build an agent for this workflow →
Build it today

IT Decision-Maker Finder

Emailing the wrong person wastes the first touch.

Finds IT and business leaders by title at each target account.

Example input
IT Manager, IT Director, Owner, COO, Practice Administrator
Expected output
The right contacts for each company size

Built with: Title filters + decision-maker search (paid plans)

Build an agent for this workflow →
Partly available

Technology Fit Research Agent

Some prospects fit your stack better than others.

Filters companies by technologies recorded in their company profile and researches each prospect before outreach.

Example input
Companies using Microsoft 365 with 50–250 employees
Expected output
A shortlist with technology details where available

Built with: Technology filter + AI research

Technology data comes from company records where available and isn't real-time. It doesn't detect security incidents, expiring IT contracts or current providers.

Build an agent for this workflow →
Available now

Managed Services Outreach Agent

"Do you need IT support?" emails sound like everyone else's.

Drafts outreach that references the prospect's industry and situation, with sources, and runs it as a sequence that stops on reply.

Example input
Prospect + your services (help desk, security, compliance support)
Expected output
A personalized sequence from your Gmail

Built with: AI research and pitch + sequences (paid plans)

Start using this today →

Integrations

Works with the CRM and inbox you already use

GoHighLevelNative · several locations on Gold+Zoho CRMNative · plus CRM Focus on Gold+PipedriveNative connectionHubSpotNative connectionSalesforceNative connection
GmailSend sequences and track replies
Meet AlfredLinkedIn campaigns via your own account
CSV & webhooksImport, export and custom workflows

Sending leads to a CRM, sequences and LinkedIn campaigns need a paid plan. See all integrations.

Example

Opening a new vertical: healthcare practices

Illustrative scenario, not a customer story

A 12-person MSP with strong referrals in legal wants to add medical and dental practices.

  1. Searches for medical and dental practices with 10–100 employees in its metro area.
  2. Ranks results against its managed services and keeps the top 150.
  3. Targets practice administrators and owners at small practices, and IT managers at larger groups.
  4. Creates an Autopilot agent that sends 10 new verified contacts a day to Pipedrive.
  5. Runs a four-step sequence about supporting healthcare offices, which stops on reply.

A repeatable prospecting process for a new vertical that keeps running while the team works tickets.

Ways to work with us

Do it yourself, or have our team help

Self-service

Free plan, then from $99/month

  • You configure searches, agents and Autopilot
  • AI finds, ranks and verifies leads
  • You run outreach from your own Gmail and CRM
Compare plans

Managed

Your own account, from $1,500/month

  • Everything in Platinum
  • Our team builds and tunes custom agents for your targets
  • Named account manager and help with your outreach
Talk to us about Managed

Done For You

No login needed, from $750/month

  • Our team runs outreach for you
  • Targeting set up for your market
  • Scope and reporting set by your service agreement
See Done For You

Results vary by market and offer.

Managed IT Services questions

Can CRMCoPilot tell me which businesses have IT problems?

No. It doesn't detect security incidents, outages or expiring contracts. It helps you find businesses that match your ideal customer profile, filter by technologies listed in company records where available, and research each prospect before you reach out.

Can I limit prospects to my service area?

Yes. Filter by location, and use Google Maps search to find local businesses in your territory.

Can my team share the workload?

Gold and Platinum include several seats, shared credits and a team queue. Autopilot can assign new contacts round-robin across your sales team.

Do I need an existing CRM?

No. You can search, review and run outreach inside CRMCoPilot. To send leads to a CRM, connect GoHighLevel, Zoho CRM, Pipedrive, HubSpot or Salesforce through a native connection; this requires a paid plan. Paid plans can also export a CSV.

Is email outreach supported?

Yes. Paid plans send multi-step sequences from your connected Gmail, with AI-written steps if you want them. Sequences stop automatically when a prospect replies, and unsubscribes, bounces and do-not-contact entries are respected. LinkedIn campaigns run through your own Meet Alfred account.

Do I need technical skills?

No. You describe who you're looking for in plain English, refine with filters, and connect your CRM from Settings with a sign-in. If you'd rather have help, Managed plans include a team that builds and tunes agents with you.

How does pricing work?

There's a free plan with 5 verified leads a week and no credit card. Paid plans start at $99 a month and add more credits, AI and Autopilot agents, CRM delivery and outreach. Managed plans start at $1,500 a month. See pricing for details.

Give your team a prospecting process that keeps running

Start on the free plan with 5 verified leads a week, or talk to us about your market first.

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