One platform to find leads, close deals, and deliver compliance
ClearStax unifies CRM, compliance management, and lead generation into one platform built for MSPs. Stop juggling 5+ tools — run your entire practice from a single dashboard.
Your tools don't talk to each other
Most MSPs juggle separate tools for CRM, compliance assessments, reporting, and lead generation. Nothing integrates. Data lives in silos. You waste hours on manual work that should be automated.
5-10 separate tools
CRM here, compliance there, lead gen somewhere else. You're paying for tools that don't integrate.
Checkbox compliance
Spreadsheets and PDF checklists don't prove compliance. Your clients deserve real evidence collection.
Missed opportunities
Without automated lead gen, you're leaving revenue on the table. Every unscanned prospect is a lost deal.
Three modules. One platform.
ClearStax brings your entire MSP workflow under one roof — from finding prospects to delivering compliance.
ClearStax CRM
Pipeline management, lead tracking, client management, and automated email sequences — built specifically for MSP sales cycles.
- Deal pipeline & stages
- Email sequences
- Client management
- Activity tracking
ClearStax Compliance
FTC Safeguards, HIPAA, NIST CSF, SOC 2, CIS v8 — assessments, remediation tracking, evidence collection, and executive reports.
- Multi-framework assessments
- Evidence collection
- Remediation tracking
- Executive reports
ClearStax Reach
Scan any domain for security gaps — DNS, SSL, email auth, breach history. Generate a score, a report, and capture the lead automatically.
- Domain security scanning
- Automated lead capture
- Branded reports
- Prospect scoring
How it works
From prospect to compliant client in four steps.
Scan
Run a security scan on any prospect domain. ClearStax Reach checks DNS, SSL, email auth, and breach exposure.
Capture
Generate a branded security report and capture the lead directly into your CRM pipeline.
Close
Use built-in email sequences and pipeline management to nurture and convert leads into clients.
Deliver
Onboard clients into compliance workflows. Run assessments, collect evidence, deliver executive reports.
Simple, transparent pricing
Plans that scale with your practice. No hidden fees. No per-user charges.
Why MSPs choose ClearStax
Built by people who have run MSPs. We know the pain because we've lived it.
All-in-one platform
CRM, compliance, and lead gen in one product. No more paying for tools that don't integrate.
Built for MSPs
Multi-tenant, white-label ready, designed for managed service delivery — not enterprise IT teams.
Vendor pricing database
Roadmaps include real tool costs per recommendation. Help clients budget accurately.
Real compliance
Agent-based evidence collection, not checkbox PDFs. Prove compliance with inspection-verified data.
Automated lead gen
Scan domains, generate reports, capture leads. Turn security gaps into sales conversations.
White-label ready
Your brand, your clients, your platform. Deliver compliance under your own name.
Ready to replace your tool stack?
Join the MSPs who are running their entire compliance and sales practice from one platform. Book a demo and see ClearStax in action.