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Corei
Solutions

Built for the way MSPs actually run.

Corei turns your ConnectWise data into role-specific workflows — from a dispatcher triaging the morning board to a CEO reviewing margin by line of business. Same platform. Different outcomes. Corei AI woven through all of it.

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Grounded in your PSA. Explainable by design.

Corei
One platform · Many solutions
Live
Service
Projects
Sales
Leadership
Onboarding
Knowledge
Coreiconnects every workflow with shared context.
ConnectWise-native
Service Manager
"Clear the board before standup."
PMO Lead
"Spot scope creep before billing does."
Account Manager
"Walk into every QBR prepared."
CEO / COO
"One number per question. Drill anywhere."
Service Operations

A dispatch board that triages itself.

Stop sorting tickets by hand. Corei pre-reads the queue overnight, scores severity, and recommends the right technician based on skill, workload, and customer context — down to the minute.

−42%
Time to first response
+19%
First-touch resolution
8m
Avg morning triage
  • AI pre-triage
    Severity, category, and customer context applied before standup.
  • Best-fit tech matching
    Skill, certifications, current load, and customer history compared automatically.
  • Minute-level estimates
    Dynamic ETAs based on the tech actually doing the work.
Powered by:ServiceDispatch PortalCorei
Dispatch board — this morning
Auto-triaged
TicketCustomerBest techETASev
T-4821Cobalt ToolingMarlow Vega18mP1
T-4822Meridian HealthAvery Stone35mP2
T-4823Stonebridge SchoolsRowan Pike12mP3
T-4824Brightwave CivicMira Halsey55mP2
Corei: 4 tickets pre-triaged overnight. Marlow has bandwidth and the strongest match for T-4821.
Project Delivery

Catch scope creep before billing does.

Every project tracked against template milestones, with Corei watching for unbilled change requests, slipping % complete, and follow-ups that quietly fell off the radar.

−31%
Schedule slip
$84k
Recovered scope, last Q
100%
Projects with health signal
  • Templates & % complete
    Reusable project templates with automated progress signals.
  • Scope creep detection
    Corei flags change requests not yet billed and drafts the amendment.
  • Follow-up portal
    Internal review (IR) time tracked, follow-ups never forgotten.
Powered by:Project ManagementInsights
Active projects
% complete · Corei health
  • Meridian — EHR cutoverOn track
  • Cobalt — Network refreshAt risk
  • Brightwave — M365 tenantOn track
  • Stonebridge — Wi-Fi RFPScope creep
Stonebridge Wi-Fi RFP: 6 unbilled change requests detected. Draft a scope amendment?
Sales & Account Growth

Walk into every QBR with the brief already written.

BAR dashboards, quote/RFP pipeline, and account health all in one view. Corei writes QBR briefs from real ticket history, asset aging, and project outcomes — not slides built the night before.

+27%
Expansion attached
3.4×
QBR prep speed
$1.2M
Asset opportunity surfaced
  • Account briefs
    Auto-generated QBR narratives grounded in your data.
  • Asset opportunity radar
    Aging end-customer inventory turned into refresh quotes.
  • BAR + quotes + RFPs
    One pipeline view connected to delivery and service.
Powered by:Sales & AccountsDashboards
Account revenue health
MRR · 30-day trend
Cobalt Tooling
$18.4k MRR
+12%Expansion
Meridian Health
$31.2k MRR
+3%Healthy
Brightwave Civic
$9.8k MRR
−8%At risk
Stonebridge Schools
$14.5k MRR
+1%Healthy
QBR brief ready for Cobalt — 12 highlights, 3 risks, 2 expansion plays.
Executive Visibility

One number per question. Drill anywhere.

Custom gauges, clusters, and executive dashboards built from the same connected data your teams use. Ask any question of the business — Corei answers, cites, and shows the math.

1 source
of truth across teams
<5s
to any KPI
0
spreadsheet rebuilds
  • Custom gauges
    Build the operational gauges that actually answer your questions.
  • Clusters
    Group customers, tickets, and projects to reveal recurring patterns.
  • Insights
    Recommended actions surfaced from your operational patterns.
Powered by:DashboardsGaugesClusters
Leadership dashboard
Q3 · WoW
Utilization
78%
+4 pts
Gross margin
61%
+1.2 pts
Net new MRR
$22.4k
+18%
Open tickets
147
−12
People & Onboarding

Ramp new hires without losing a quarter.

Track every new technician against a structured ramp plan with skill heatmaps, certification progress, and Corei nudging the next best action — for them and their manager.

−5 wk
Time to billable
92%
30-day retention
Auto
Skill gap detection
  • Ramp tracker
    Milestone progress with manager and HR visibility.
  • Skill heatmap
    Real readiness per skill — sourced from ticket outcomes.
  • Next-best action
    Corei suggests the next ticket, runbook, or shadow opportunity.
Powered by:Corei MemoryWorkspace
Wren Halsey · L1 Technician
Started 18 days ago
On track
  1. Day 1 · Access provisioned
  2. Week 1 · Shadowing complete
  3. Week 2 · First solo ticket
  4. Week 4 · Cert path 50%
  5. Week 8 · Billable target
M365
Networking
Security
Knowledge & Enablement

Your company's brain — searchable, cited, alive.

Tickets, runbooks, memos, and Teams threads turned into a grounded knowledgebase. Corei answers in your voice, cites sources, and suggests new articles when gaps appear.

<2s
to a cited answer
+38%
Reuse of solved tickets
0
tribal-knowledge losses
  • Grounded answers
    Every response cites the tickets, runbooks, and memos it used.
  • Article suggestions
    Corei drafts new KB articles from recurring ticket patterns.
  • Permissioned by design
    Knowledge surfaces to the right roles, never beyond.
Powered by:WorkspaceCorei
Ask the company knowledgebase
"How do we handle a failed M365 tenant migration for K-12?"
RunbookM365 tenant rollback — K-12 variant
Updated 12d ago
TicketT-4421 · Stonebridge tenant retry
Resolved · Marlow V.
MemoK-12 calendar/holiday cutover rules
Internal · 2024
Corei answer: 3-step rollback grounded in your runbook and the Stonebridge ticket history.
−42%
Average time to first response
+27%
Expansion revenue per account
−5 wk
New-hire time to billable
1 platform
Replaces 6+ point tools
Connected by design

Grounded in the systems you already run.

Corei is ConnectWise-native and pulls from the operational systems your teams use every day — so every dashboard, gauge, and Corei answer reflects the work that actually happened.

ConnectWise PSA
ConnectWise RMM
Microsoft 365
Microsoft Teams
Azure AD
IT Glue

See your solution mapped to your data.

In 45–60 minutes we'll show Corei running against an MSP that looks like yours — dispatch, projects, accounts, and Corei side-by-side.

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