Industry playbook

Moving a IT services & MSPs stack into HubSpot

Separate customer support from IT infrastructure operations.

The playbook

How a IT services & MSPs migration runs

Typical source stack

CRM, help desk, PSA customer service

Customer data in scope

Accounts, deals, support cases, contract references

Retain or integrate

RMM, CMDB, asset management, time billing, network monitoring

Recommended approach

Separate customer support from IT infrastructure operations.

The platforms

Platforms in IT services & MSPs stacks

Search by name, or filter by how the move is classified.

Quick answers

Frequently asked questions

What stays outside HubSpot in it services & msps?

RMM, CMDB, asset management, time billing, network monitoring

How should a it services & msps migration start?

Separate customer support from IT infrastructure operations.

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