ITFlow

ITFlow is an all-in-one Professional Services Automation (PSA) platform for managed service providers (MSPs). It centralizes client documentation, support ticketing, and billing/accounting in a single web application, with an included client portal.

Key Features

• Client documentation management for contacts, locations, vendors, assets, licenses, domains, SSL certificates, files, and passwords
• Ticketing system to create, prioritize, and track support requests
• Billing and accounting features including quotes, invoices, recurring invoicing, expenses, and reporting
• Client portal for self-service access to tickets, quotes, invoices, and documents
• Alerting for items such as account balances and domain/SSL renewals
• API for integrating with other systems (for example, RMM and CRM tooling)

Use Cases

• Running day-to-day MSP operations with unified documentation, billing, and support workflows
• Providing customers with a portal to track tickets and manage invoices and quotes
• Organizing and auditing client infrastructure details (assets, domains, certificates, credentials)

Limitations and Considerations

• Includes sensitive data (such as passwords and client documentation); evaluate your security posture and operational controls before storing highly confidential information

ITFlow is a practical alternative to proprietary MSP documentation and PSA tools, aiming to reduce context switching by consolidating core MSP processes. Its modular approach and integrations make it suitable for small to mid-sized providers looking for a unified system.