New Member Spotlight: Pivotal Crew

Please provide a description of your company in 50 words or less.
Pivotal Crew helps MSPs, and other IT companies, turn chaos into clarity in ConnectWise PSA and CPQ. We deliver expert consulting, system cleanups, & migrations that cut inefficiencies, reduce errors, and boost productivity. Our Consulting and Proactive services ensure smoother operations, and clearer data for decision-making—so your team spends less time fixing and more time scaling.

Why did you join RSPA?
We have helped a number of retail and hospitality focused MSPs with their use of ConnectWise PSA and CPQ, and wanted to expand our reach in this area.

What are the core values of your company?
1. Clarity – We believe clean systems create confident decisions. From data to workflows, we prioritize transparency, accuracy, and simplicity—so MSPs can operate with better visibility.

2. Impact – Our work is rooted in results. Every audit and improvement is designed to drive measurable gains in efficiency, profitability, and readiness for growth.

3. Partnership – We don’t just consult—we collaborate. We’re in it with our clients for the long haul, bringing proactive insights, responsiveness, and genuine care to every engagement.

What verticals do you serve?
We are not focused on any particular vertical. Our clients are any company that uses ConnectWise PSA or CPQ, BrightGauge, Quoter.

What products/services do you provide?

• Proactive PSA Quarterly Audits – quarterly checkups that score your system against Pivotal Practices—helping to spot issues early, guiding operations, and keeping your ConnectWise PSA environment under control.
• System Merges or Migrations, including for M&A projects – migrating from another system to CW PSA or combining multiple CW PSAs, we’ve helped many partners with migrations of all kinds.
• PSA and CPQ Optimization – Analysis and recommended cleanup of ConnectWise PSA & CPQ to eliminate inefficiencies, fix data issues, and streamline operations.
• Process and Business Consulting – flexible, expert-driven support to improve ConnectWise systems and business processes—whether you need targeted help on a project, cleanup assistance, or ongoing strategic guidance through hourly or recurring engagements.
• Ongoing Support – troubleshooting issues, answering how-to questions, validating system behavior, and guiding cleanups so your team stays efficient and confident.

Name one fun fact that makes your company different from others.
Pivotal Crew is proudly women-owned and built by MSP-experienced consultants who have lived through the chaos of clunky processes and inefficient systems. We didn’t just survive it—we created the team we always wished we had to fix it.

We get excited about fixing billing issues. We geek out over Setup tables. We genuinely enjoy helping clients untangle weird workflow behavior. And we still manage to be fun at parties.

What is the most encouraging thing you see for the future of the retail IT industry?
One of the most encouraging and challenging things for the future of the IT industry in general is the increased focus on proactive approaches and automation where possible, while still maintaining a people-first approach.