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MSP M&A ToolkitClient Onboarding & MSP Migration 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 →

QUESTIONS

MSP M&A Toolkit, answered.

What is Plenix Cloud MSP M&A Toolkit?

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.

What does MSP M&A Toolkit include?

MSP M&A Toolkit covers Onboarding Projects, Migration Items. One project per acquisition, tracked from kickoff to handover.

Which Plenix Cloud plan includes MSP M&A Toolkit?

MSP M&A Toolkit is included in the Enterprise plan. Every plan starts with a 30-day free trial. See the pricing page for current prices.

Does MSP M&A Toolkit work with the rest of the business?

Yes. MSP M&A Toolkit runs on the same database as every other Plenix Cloud module, so it shares records with CRM, Customer Success without exports, imports or third-party connectors.

WHO USES MSP M&A TOOLKIT

🛰️ MSP Software: PSA and RMM in One Platform