Intelligence inside the work of the entire MSP.
Dispatch, support, reporting, quoting, client operations, billing and automation share one source of truth. Corei works at the decision points, shows its evidence, respects permissions and operates only at the autonomy level you choose.
Connected by design. Every module shares the same source of truth.
- Home
- Dashboards
- Gauges
- Clusters
- Corei
- Corei Memory
- Insights
- Project Management
- Projects
- Project Tracker
- Templates
- PM Dashboard
- Project % Complete
- Project Follow-up
- Scope Creep
- IR Time Portal
- IR Admin
- Sales & Account Mgmt
- BAR Dashboard
- Quotes
- RFPs
- Service
- Ticket Finder
- Dispatch Portal
- Dispatch Intelligence
- Devices
- Workspace
- Knowledge Base
- Reports
- Link Microsoft Teams
Intelligence for every role.
Always-on capabilities that ground Corei in your operational data.
Home
A personalized starting point for every role in your MSP.
Dashboards
Executive and team dashboards built from connected operational data.
Gauges
Custom operational gauges for the questions you actually need to answer.
Clusters
Group customers, tickets, and projects to reveal recurring patterns.
Corei
Run schedules, tickets, meetings, reporting and workflows by conversation.
Corei Memory
Persistent context so Corei remembers your business as it evolves.
Insights
Recommended actions surfaced from your operational patterns.
Role-specific workflows.
Tailored experiences for the teams that run your MSP day to day.
Autonomous Tickets
Intake, diagnose, resolve, document and close routine work within your rules.
AI Phone Intake
Turn a live support call into a matched, ready-to-confirm ticket.
Client Support Chat
Provide device-aware troubleshooting and human handoff inside Teams.
Project Management
Projects, tracker, templates, % complete, follow-ups, scope creep, IR time portal & admin.
Sales & Account Management
BAR dashboard, quotes, and RFPs — connected to delivery and service.
Service
Ticket finder, dispatch portal, dispatch intelligence, and devices.
Shared knowledge and collaboration.
Where teams capture, share, and reuse what works.
Workspace
Knowledge base, reports, and Microsoft Teams collaboration.
Client Command Center
People, assets, documents, financials, environment and history in one view.
Billing & Vendor Audits
Control quote-to-cash and find vendor costs missing from client billing.
Agentic Workflows
Draft, simulate and run cross-tool processes in the autonomy mode you choose.
See the whole platform in a tailored walkthrough.
We'll map Corei to your team's workflows and your ConnectWise strategy.