Most MSPs treat sales pipeline as something separate from operations — HubSpot for the leads, a separate PSA for the customers, two systems that don't talk and a manual "create the customer in PSA" step when something closes. Morton Command Center treats the pipeline as the front edge of the same customer record: leads, companies, contacts, contracts, plans — one continuous lifecycle, one tool. Your existing clients stay in your ticketing system — whatever you run, from Freshdesk to NinjaOne to any platform with an API — and Command Center reads them through an integration we build for your exact stack. Add the sales pipeline layer on top without touching anything that already works.
What gets surfaced
- Kanban board — five stages out of the box: New, In Progress, Won, Lost, Rejected. Additional stages (e.g. "Quoting", "Negotiating", "Verbal Yes") are shaped to your pipeline during your custom build.
- Drag-and-drop stage transitions — pick up a lead, drop in a new column, status updates. The activity log captures who moved what when, so the underlying close-rate-by-rep data is there to work from.
- Projected MRR rollups — each lead carries a projected monthly recurring revenue. Column headers show the rolled-up MRR + count per stage, plus headline tiles for total open MRR, average lead value, and total MRR converted from won leads.
- Owner assignment — every lead has an owner (sales rep, owner, or service-line tech who brought the relationship), assignable when you create the lead and editable on the detail page.
- Lead detail page — full record: company name, contact info, estimated MRR, source, notes, and a full activity log (calls, emails, meetings, tasks, stage changes). Side-conversation threading with prospects can be added as a custom-build integration.
- Convert to company — when a lead closes Won, one button transitions it to a full Companies record. The integrated Onboard Company flow then pre-populates the onboarding checklist with the lead's notes, projected plan, and integrations panel — so the sales-to-service handoff loses nothing.
- Lost & rejected stages — deals that don't close move to a Lost or Rejected column, and your team can capture why in the activity log. Structured lost-reason fields and aggregated win/loss reporting are available as a custom-build addition to the pipeline.
How it ties into the rest of Morton Command Center
- Onboarding handoff — Won leads enter the Onboarding tab with the lead's notes + projected plan pre-populated, so the sales-to-service handoff doesn't lose context. The onboarding feature itself is documented separately; the integration is the part that keeps everything in one record.
- Revenue handoff — when a deal converts, the new company record feeds into the Billing engine where you configure the contract and plan. From that point the Revenue page picks it up. Pipeline-to-revenue projection is on the roadmap as a custom-build addition.
- Email Marketing — once a lead converts to a company, they join the full Companies directory and can receive your scheduled reports and campaigns. Nurture sequences targeting in-progress leads are available as a custom-build addition.
- Document Builder — craft a branded proposal using the Document Builder, then reference it in the lead's activity log. Direct proposal generation from inside the lead card is on the roadmap as a custom-build enhancement.
Because Command Center connects to the tools you run — your RMM, your ticketing system, your accounting system, your procurement platform — won leads flow into a real operational record, not a stub you have to re-enter somewhere else. Every one of those integrations is custom-built for your stack as part of your engagement: if your tool has an API, we build the adapter for it — whatever RMM, ticketing system, or accounting platform you run, built to fit you, with proven patterns standing up faster. That is the advantage over rigid all-in-one suites that force you onto their pre-built connectors: your integrations, your stack, your workflows. Stage names, custom fields, and source lists are shaped during your build so the pipeline fits how you actually sell, not a generic template.
Pricing
Flat monthly pricing — no per-seat fees, no per-vendor surcharge. See current pricing on the homepage →
Ready to talk?
The first call is a 30-minute discovery — we map your current pipeline stages, who owns leads, how you currently hand off to onboarding. If you're paying for HubSpot or Pipedrive purely for the kanban, that's the easy win. No commitment, no sales pressure.
Questions first? Email [email protected] or read the FAQ.