Breadbox Documentation
The CRM purpose-built for managed service providers. Native MRR tracking, churn risk powered by your real signals, keyboard-driven account work, and playbooks for the cadences MSPs run every quarter.
Quick Start
Get your first account, contact, and deal in the system in under 10 minutes.
Accounts & Contacts
Manage your client relationships, contact roles, and account lifecycle.
Churn Risk
The early-warning system for at-risk clients — 9 weighted signals, fully explainable.
Playbooks
Repeatable cadences for renewal cycles, churn-saves, onboarding — never drop the ball.
Focus Mode
Keyboard-driven 3-column workspace. Walk your book of business in under 30 minutes.
REST API
Connect any tool. 30+ endpoints, OpenAPI 3.1 spec, signed webhooks, idempotency keys.
What is Breadbox?
Breadbox is a customer relationship management platform designed exclusively for managed service providers. Unlike generic CRMs that need months of customization to approximate MSP workflows, Breadbox ships with the concepts an MSP needs built in from day one.
We treat your PSA as the source of truth for tickets, contracts, and SLAs. Breadbox handles what your PSA can't: relationship intelligence, churn-risk forecasting, sales pipeline, prospecting, playbooks, and the daily ritual of working a book of business.
Who it's for
MSP Owner / CEO
MRR movement, churn risk distribution, pipeline forecast, prospecting throughput.
Account Manager
Daily Brief, account-level churn signals, renewal calendar, playbooks, touchpoint cadence.
Sales Rep
Pipeline kanban with deal-type filtering, ICP-scored prospects, deal contacts, line items.
Operations / Admin
Custom roles, scope-based permissions, churn-risk weight tuning, API & webhooks.
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 first-class field on every account | Custom fields, no math |
| Churn risk | 9-signal composite, fully explainable | Not available |
| Daily Brief | AI-synthesized priorities every morning | Not available |
| Focus Mode | Keyboard-driven, j/k navigation, 3-column workspace | Not available |
| Playbooks | Repeatable cadences with branching logic | Manual sequences, complex |
| Public REST API | 30+ endpoints, OpenAPI, signed webhooks | Available, complex |
| Pricing | Flat per-user, 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).
What we don't try to be
Breadbox isn't a PSA. We're a CRM that talks to your PSA. So you won't find these in Breadbox — they live in your PSA, where they belong:
- Ticket management and SLA enforcement
- Contract / agreement detail (line items, amendments, project revenue)
- Time tracking and labor cost attribution
- QBR scheduling and report generation
- Onboarding project management
- Seat / device reconciliation against agreements
- Compliance frameworks tracking (HIPAA, PCI, etc.)
- Vendor / MDF / rebate management
We do, however, sync the signals from those features into Breadbox — so churn-risk scoring considers ticket volume and CSAT trend, your account's MRR is always current, and renewal dates surface in your Daily Brief. PSAs supported today: HaloPSA.
Ready to get started?
The Quick Start guide gets your first account, contact, and deal into the system in under 10 minutes. Or take the Product Tour for a guided walkthrough with sample data.