Know where to spend your time.
The Sales Command Center brings pipeline value, closing deals, quotes sent and risk signals into view. Filter by salesperson or closing month, and use the stage funnel to focus the conversation.
Sales dashboard guide Explore the platformWin the deal.
CINCH CRM · SALES & ACCOUNT MANAGEMENT
Win the deal.
Grow the relationship.
Sales is stronger when it understands service. Cinch brings pipeline activity, customer relationships and delivery context together, helping MSPs and CSPs focus their effort and lead more informed account conversations.
THE SINGLE SOURCE OF TRUTH
Sell with context.
Lead with confidence.
Know the people, the opportunity and the services behind the account. Bring sales and service teams into a shared customer picture before the next decision.
Pipeline clarityRelevant follow-upAccount visibility
Built by an MSP. Designed for the MSP.GIVE EVERY OPPORTUNITY A NEXT STEP
Turn customer context into momentum.
Bring focus to new deals, continuity to relationships and more substance to your growth conversations.
Spot the stall. Find the next move.
Where AI insights are enabled, Cinch reviews deal stage, value, close date and activity to highlight risk and recommend next actions. Built-in rule-based recommendations remain available when AI is unavailable.
AI recommendations guideMake the next message count.
Use Luca’s re-engagement and deal-progression playbooks to draft a relevant follow-up. Refine the tone, length or call to action, then review and send the message yourself.
Luca communication guideMove from interest to a clear commitment.
Create opportunity-linked quotes for managed services, professional services, subscriptions and equipment. Submit ready orders for approval, convert selected quotes into contracts, and create delivery projects through the approval flow where configured.
Opportunity guideGive every team the customer picture.
Keep account owners, sponsors and technical contacts visible alongside notes, conversations, opportunities, contracts, projects and open tickets. Give the next person a place to understand the relationship before taking action.
Account workspace guideUnderstand what the customer has.
Review services, scope, status, consumption and coverage notes in the Service Matrix. Keep contracts and rate cards close, with synced invoice visibility to help prepare for a more complete account conversation.
Service coverage guideA MORE FOCUSED SALES DAY
See the priorities.
Keep the conversation moving.
Use the Sales Command Center to identify where attention is needed, then move into the opportunity with customer context already close at hand.
AI that helps your team act.
Luca helps turn deal context into a useful first draft. Your team brings the judgment, owns the relationship and decides what happens next.
Explore Luca
FROM ACCOUNT RECORDS TO BUSINESS CONVERSATIONS
Bring evidence to every account review.
Use the knowledge already in Cinch to discuss what’s working, what needs attention and where the customer should invest next.
Start with the full relationship.
Review open tickets, current projects, contracted services and customer contacts before the meeting. Keep the discussion grounded in the work your team is delivering.
Turn technical details into business priorities.
Use workbook warranty dates, license renewals and certificate expirations to inform refresh and renewal discussions. Capture the agreed opportunity in CRM so the next step has an owner.
Carry the conversation into delivery.
Develop the quote, work through approval and coordinate the project in PSA. Keep sales context and delivery progress accessible from the customer account.
CRM, IN PRACTICE
Built around service-provider relationships.
How does Cinch connect sales and service?
The customer account brings opportunities and contracts together with projects, open tickets and service coverage. Sales and delivery teams can work from the same account context.
Does Luca send follow-up emails automatically?
Luca drafts and refines messages in the editor. Your team reviews, saves or sends them through the normal workflow, keeping control of the customer communication.
How can Cinch support account and renewal reviews?
Use account activity, contracts, service coverage and workbook dates to prepare the discussion. Opportunities can be marked as renewals, then tracked through stages and quote approval.
BUILT BY AN MSP. DESIGNED FOR THE MSP.
Make the next customer
conversation matter.
Explore how Cinch connects your sales pipeline to the customers and services behind it.