Five use cases. One synthesis core.

Catalyst OS sits across your existing PSA, RMM, ticketing, and CRM stack — your stack, finally talking to itself — and acts on what it finds. Not a dashboard. Not a chatbot. The recurring work, done.

The Business Layer Your Stack Was Never Built to Run

The vendors who built your PSA, RMM, and ticketing stack solved the technical-delivery problem brilliantly. What they didn’t solve — and weren’t asked to — is the business-operations layer on top: the client about to leave, the proposal priced at margin, the deal flow you already have, the story only you can tell. Your PSA knows the tickets are slipping. Your CRM knows the champion went quiet. None of them know it’s the same story. Catalyst OS reads across all of it, fuses it into one picture per client, and acts on it.

In owner conversations and industry research, the recurring pattern is that client cancellations trace back to the QBR conversation — the conversation about value, not the delivery of it.

One Job Each. One Sentence to Explain It.

Each use case is the same synthesized picture, pointed at a different question — not five tools you buy separately. Every one plugs into the stack you already run.

  • The Operator Brief

    Synthesis over CRM + PSA + RMM — health, risk, and the three moves that matter, ready before every client review. The QBR is one use of it, not the headline.

    M.01 · Defends the renewal
  • Churn Early Warning

    Behavioral risk scoring on at-risk accounts 60–90 days before churn. Intervention playbooks, weekly alerts, monthly board view.

    M.02 · Early warning, 60–90 days
  • Proposal Generation

    Margin-aware proposals delivered same-day from discovery-call notes. Three scope variants, follow-up sequences, win/loss capture.

    M.03 · Same-day, priced consistently
  • Pipeline Visibility

    Forecastable deal flow and MRR projections from existing CRM. Cold-deal alerts, deal-velocity tracking, weighted forecast.

    M.04 · A forecast you can defend
  • Authority Engine

    8 LinkedIn posts, 2 articles, 1 newsletter monthly — in your voice, built around ICP pain points, published automatically.

    M.05 · Authority on a cadence

See It Free. Build It With Us.

There’s no rate card on this page by design. Every engagement is scoped to your book — a paid, fully-credited assessment produces your custom plan, and the numbers are walked through on the call, not printed on a page.

  • See it free.

    Connect your stack read-only and get your Client 360 — your whole book ranked by who's closest to the edge, the reason each client is slipping, and the play to keep them. The free MSP Scorecard is the self-serve first look.

  • Build it with us.

    When you want the layer to act — the Operator Brief prepared, the proposal sent, the churn play run — we're taking a small founding cohort of MSPs and building Catalyst OS out with them. You get it first and shape what ships next.

  • The on-ramp.

    A serious engagement starts with a paid, fully-credited assessment: we scan your stack, name the fit, and hand back your custom plan. The fee credits in full into the build. Engagement pricing is scoped to your book and walked through on the call.

The first MSPs come in as a founding cohort. We know what it’s like to evaluate a new vendor as an owner-led shop — the budget is real, the past scars are real, and the time cost of getting it wrong is real. The founding cohort is how we lower that risk with you: you get it first, your stack shapes what we build next, and every engagement carries deliverables committed in writing before you sign. Annual terms with quarterly reviews built in.

Built Multi-Tenant. Built on Your Stack.

Catalyst OS is multi-tenant from day one — your data and configuration live separately from every other customer’s. It reads your existing PSA, RMM, and CRM data through standard connectors, so you don’t replace your stack. You add an operating layer on top of it.

With the founding cohort, some bespoke integration work is honest reality — that’s how new PSA and RMM connectors get built. We price that learning into the engagement, so you’re not subsidizing it. Every custom integration becomes part of the platform, and every Catalyst OS use case ships to general-availability quality as configurable, not customizable. The architecture travels with you.

  • ConnectWise · Halo PSA · Autotask
  • NinjaOne · Datto RMM
  • HubSpot · Salesforce · Zoho CRM
  • LinkedIn · WordPress · Email