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MSP M&A Toolkit

Acquiring an MSP? Migrate their clients onto Plenix with a structured, trackable checklist.

Purpose-built for MSP consolidation: a structured onboarding project per acquired book of business, with per-client migration items, photo evidence, and an exportable handover pack.

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Sub-modules

Module integrations

Features

SUB-MODULES

Everything inside MSP M&A Toolkit.

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Onboarding Projects

One project per acquisition, tracked from kickoff to handover.

✓Project creation per acquired MSP/client base
✓Status tracking through the migration
✓Project-level export to HTML handover pack

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Migration Items

Granular, checkable migration steps with photo evidence attached.

✓Per-client migration item checklist
✓Item status updates
✓Photo evidence upload per item
✓Add/remove items as scope changes

MODULE CONNECTIONS

How MSP M&A Toolkit connects
to the rest of the platform.

Data flows between modules automatically — no manual exports, no copy-paste, no middleware.

🤝MSP M&A Toolkit

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CRM→ sends to

Migrated clients land as CRM company records

View module →

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Customer Success→ sends to

Handover feeds the new client onboarding playbook

View module →

Explore related modules

🤝CRM & SalesFull sales pipeline — from first contact to signed contract.STARTER →⭐Customer SuccessHealth scores, NPS surveys, and structured onboarding — churn detected before it happens.PROFESSIONAL →

← View all 35 modules