Breadbox Documentation
The only CRM purpose-built for managed service providers. Native MRR tracking, health scores powered by PSA data, QBR workflows, and contract reconciliation — all out of the box.
Quick Start
Get your first account, contract, and deal created in under 10 minutes.
Accounts & Contacts
Manage your client relationships, contact roles, and account lifecycle.
Contracts & MRR
Track recurring revenue, service lines, amendments, and contract renewals.
Health Scores
The early warning system for at-risk clients — powered by real PSA data.
Workflow Automation
Automate renewal reminders, onboarding, alerts, and more with no code.
Roles & Permissions
Configure what each team member can see and do across the CRM.
What is Breadbox?
Breadbox is a purpose-built customer relationship management platform designed exclusively for managed service providers. Unlike generic CRMs like HubSpot or Salesforce that require months of customization to approximate MSP workflows, Breadbox ships with every concept an MSP needs built in from day one.
It was designed by people who actually ran an MSP — which means MRR is a first-class concept, health scores are powered by your PSA ticket data, QBRs have their own workflow, and contract reconciliation catches the billing drift that costs MSPs tens of thousands of dollars per year.
Who it's for
MSP Owner / CEO
MRR movement, churn risk, pipeline overview, profitability by client tier.
Account Manager / Account Manager
QBR management, health scores, touchpoints, upsell opportunities, renewal pipeline.
Sales Rep
New logo pipeline, lead scoring, referral partner tracking, stack assessments.
Service Delivery Manager
Onboarding projects, seat reconciliation, SLA compliance, support hour consumption.
Why Breadbox instead of HubSpot or Salesforce?
Generic CRMs were designed for software companies with SDR/AE sales motions. MSPs operate very differently — the real money is in account management, renewal retention, and expansion MRR, not new logo volume. Breadbox is built for that motion.
| Feature | Breadbox | HubSpot / Salesforce |
|---|---|---|
| MRR / ARR tracking | Native, per service line | Custom fields, no math |
| Health scores | PSA-powered, 9-signal composite | Not available |
| QBR workflows | Built-in with action items | Not available |
| Contract reconciliation | Automated monthly seat/device check | Not available |
| PSA / RMM integration | First-class (CW, Autotask, HaloPSA, Ninja) | Partner apps, expensive |
| Stack assessments | Built-in with deviation scoring | Not available |
| Pricing | Flat rate, all features included | Per-seat, feature-gated |
Everything that's included
Every feature is available at every pricing tier. No feature gates, no integration paywalls, no per-client or per-contact limits. The only limit is the number of CRM users (your MSP staff).
Ready to get started?
Follow the Quick Start guide to have your first account, contract, and deal in the system in under 10 minutes.
Start with Quick Start