Managed Service Providers

Deliver consistent service to every client, every time.

Standardize client onboarding, recurring maintenance, and service delivery into assigned, trackable workflows. Scale your MSP without scaling the chaos, and prove the work got done.

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Recurring maintenance · Role-based assignments · ConnectWise & Autotask · Free limited users

Workflow run

New client

Client Onboarding

Northwind Manufacturing · 120 endpoints

Progress 3 of 5 complete

Document network and assets
Deploy RMM agent to endpoints
Configure backup and monitoring
Verify security baseline Due today
Schedule kickoff with client

01 · Standardize

Onboard every client the same proven way.

New-client onboarding is where MSPs win or lose the relationship. Build the workflow once, then run it for every client so nothing gets skipped, from asset documentation to security baselines.

Standardized onboarding, offboarding, and provisioning workflows
Embed documentation and sign-off steps in the process
Conditional logic adapts one workflow to any client size or stack

A standardized client onboarding workflow running in Manifestly

02 · Recurring work

Never miss a patch, backup check, or maintenance window.

Recurring maintenance is the backbone of managed services. Schedule it as workflows that repeat automatically, assign each step to the right tech, and prove it was completed for every client.

Recurring schedules for patching, backups, and monitoring reviews
Automated reminders so nothing slips between visits
Completion records back up your SLAs and QBRs

Recurring maintenance workflows scheduled across clients

03 · Visibility

See the status of work across every client at once.

Stop chasing techs for status. Dashboards show what is on track, due, or overdue across all your clients, and notifications route to the tools your team already lives in.

One view of active work across all clients and techs
Custom dashboards for service delivery and account reviews
Email, Slack, and Teams notifications keep techs accountable

Dashboard showing workflow status across every client

Integrations

Works with your PSA, RMM, and the tools your team runs on.

Connect Manifestly to your existing stack so workflows trigger from the systems you already use, and your team stays in the tools they know.

Explore integrations

ConnectWise

Trigger onboarding and maintenance workflows from PSA tickets and agreements.

Autotask

Keep workflows in sync with tickets and projects through common iPaaS platforms.

NinjaOne & Datto

Link RMM alerts to standardized response and remediation workflows.

Slack, Teams & Zapier

Route assignments and reminders where techs work, plus 6,000+ Zapier apps.

Checklists are a Superpower!

“Manifestly was the easiest SOP Workflow system to deploy and hit the ground fast and the Manifestly team is a great partner.”

Richard Tubb

IT Consultant/Owner | Tubblog

Enterprise-grade features, easy implementation.

Security, governance, and rollout support, without heavy implementation.

SSO and Access Control

Manage permissions so the right techs can run and update workflows for the right clients.

Workflow Versioning

Improve your service playbooks and roll out updates to every client consistently.

Reporting and SLA Evidence

Exportable history and dashboards prove the work got done for QBRs and audits.

Questions from managed service providers.

Your PSA and RMM manage tickets and devices. Manifestly manages the repeatable human process around them, the standardized steps your techs follow for onboarding, maintenance, and service delivery, with assignments, due dates, and a completion record. It complements your stack rather than replacing it.

Yes. Integration platforms such as Workato, Tray.io, and Zapier connect Manifestly with ConnectWise and Autotask, so you can trigger workflows from tickets and agreements.

Yes. Build a workflow once and run it for every client on its own schedule. Conditional logic lets one workflow adapt to different client sizes, stacks, and service tiers. And when a client needs something bespoke, you can build a custom client workflow that pulls in standardized library sections, so the core steps stay consistent even when the overall process differs.

Usually not. Manifestly has a free Limited User profile, so many occasional participants do not count toward your subscription. See pricing.

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Scale your MSP with consistent service delivery.

Workflow software built for managed service providers: assigned, tracked, and documented across every client.