Everything your MSP needs. One platform.
ClearStax combines CRM, compliance management, and automated lead generation — purpose-built for managed service providers.
Manage your pipeline from prospect to client
MSP sales cycles are unique. You need a CRM that understands recurring revenue, multi-year contracts, and compliance-driven upsells. ClearStax CRM tracks every touchpoint from first scan to signed agreement — with built-in email sequences to keep prospects moving through your pipeline.
Pipeline Management
Visual kanban boards with custom deal stages built for MSP sales workflows.
Email Sequences
Automated multi-step email campaigns to nurture leads at scale.
Client Management
Centralized client profiles with contract history, contacts, and compliance status.
Activity Tracking
Log calls, emails, meetings, and tasks. Never lose context on a deal.
Deal Analytics
Track close rates, pipeline velocity, and revenue forecasts in real time.
Contact Database
Searchable database of all prospects and clients with smart filtering.
Deliver real compliance, not checkbox PDFs
Your clients need more than a spreadsheet with green checkmarks. ClearStax Compliance provides multi-framework assessments with agent-based evidence collection, automated remediation tracking, and executive-ready reports that prove real compliance posture — not just good intentions.
Multi-Framework Support
FTC Safeguards, HIPAA, NIST CSF, SOC 2, and CIS v8 from a single assessment workflow.
Evidence Collection
Agent-based evidence gathering that verifies controls are actually in place.
Remediation Tracking
Assign, track, and verify remediation tasks with deadlines and owners.
Executive Reports
Polished, branded reports for C-suite presentations and board meetings.
Vendor Pricing Database
Roadmaps include real tool costs per recommendation. Help clients budget accurately.
Audit Trail
Complete history of every assessment, change, and evidence submission.
Turn security gaps into sales conversations
Every business has security gaps they don't know about. ClearStax Reach scans any domain for DNS misconfigurations, SSL issues, email authentication failures, and breach exposure — then generates a branded report and captures the lead automatically. It is the easiest way to fill your pipeline with qualified prospects.
Domain Scanning
Comprehensive external security scan covering DNS, SSL, email auth, and more.
Security Scoring
Quantified security score that makes gaps tangible and actionable for prospects.
Branded Reports
White-labeled PDF reports with your logo, colors, and contact information.
Lead Capture
Automatic lead capture into your CRM pipeline when reports are viewed.
Prospect Alerts
Get notified when prospect security posture changes or new risks emerge.
Breach Monitoring
Check prospect domains against known breach databases for conversation starters.
Supported compliance frameworks
Assess, track, and report across the frameworks your clients need most.
See ClearStax in action
Book a 30-minute demo and see how ClearStax can replace your tool stack with one unified platform for CRM, compliance, and lead generation.