← All industriesGROVANA FOR TECHNOLOGY SOLUTIONS

More time for the people and problems that matter.

For MSPs, managed intelligence providers, technology consultants, compliance specialists, and systems integrators.

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FOR MSPs & TECHNOLOGY TEAMS

See the relationship beyond the ticket.

Bring account context, service opportunities, and renewals into a workspace your whole team can follow.

Turn service conversations into opportunities
Keep agreement reviews on the radar
Carry approved scope into delivery

Build your workspace

Illustrative workspace · sample data

WORKSPACE

Service opportunities

3 records

All opportunitiesRenewalsMy accounts

Account / opportunity	Stage	Owner
Northline StudioManaged services renewal	In review	ALAlex Lee
Cedar & Co.Security assessment	Discovery	JMJordan Morgan
Harbour HealthCloud migration	Proposal	SKSam Kim

Client accountNorthline Studio

Taylor BrooksIT director

Connected contact

NEXT ACTION · ALEX LEEPrepare the agreement review

Review service scope and account notes before the renewal conversation.

AgreementAccount notesService context

Example configuration. Records and workflows adapt to your business.

BUILT AROUND YOUR BUSINESS

Find your way of working.

Choose your focus to explore the tools and workflows that matter to your team.

IT services Managed service providersMSPs

FOR TECHNOLOGY CONSULTANTS & SOLUTION PROVIDERS

Turn technical expertise into a stronger sales process.

Bring discovery, decision makers, commercial details, and the next step together. Give your team the context to win the right work and grow each relationship.

Actual Grovana sales board with opportunities organized by stage, owner, close date, and related customer. — Grovana Sales board · local demo with synthetic records

Separate new business from account growth

Use dedicated boards for new opportunities and existing-account expansion, renewals, or projects. Keep each sales motion focused.

See recurring and project revenue

Capture monthly recurring revenue and one-time revenue on the opportunity, alongside the total amount and target start date.

Make discovery useful to the whole team

Record decision criteria, the next sales action, its due date, and the people involved. Carry the details beyond the first conversation.

Prepare proposals from the opportunity

Use the PandaDoc app to prepare a draft with the customer, scope, template, recipient, and revision. Review and send from PandaDoc.

Provider validation required

Keep relationships connected

Work with accounts, contacts, tasks, notes, email, and calendar in the same record context. Give every relationship a clear owner.

Bring AI into preparation

Use Meeting Prep and Deal Review skills with a configured AI provider. Add your own instructions for discovery, qualification, and follow-up.

Requires AI provider setup

AI, WITH YOUR BUSINESS IN CONTEXT

Make your best discovery process repeatable.

Shape a skill around your qualification criteria, then give AI access to the relevant account and opportunity context. Your team reviews the output and decides what happens next.

Explore Grovana AI skills

Connect the systems you work with.

Microsoft email & calendar · PandaDoc proposal drafts · custom apps and APIs

Explore connections and availability

FOR MSPS & ACCOUNT MANAGEMENT TEAMS

Build stronger accounts between service tickets.

Put account health, reviews, renewals, and growth opportunities in one place. Make every customer conversation more informed, while your PSA keeps running service delivery.

Actual Grovana Accounts view selector showing Managed accounts, Nurture accounts, Relationship touches due, and Account reviews due. — Grovana account views · local demo with synthetic records

See the relationship behind the tickets

Keep the account owner, lifecycle, health, tier, and service portfolio together. Give account managers a shared picture of each customer.

Give account reviews a home

Use the account-review queue to see which conversations are due. Capture objectives, risks, growth priorities, and next actions in an account plan.

Keep renewals and expansion visible

Track the next agreement renewal on the account. Manage renewal and expansion opportunities in the account-growth board.

Stay close to the accounts that matter

Use nurture and relationship-touch views to organize follow-up. These are saved work queues that your team can shape around its cadence.

Bring service history into the conversation

Read customer ticket history from HaloPSA or ConnectWise PSA. Review subjects, statuses, priorities, and dates without moving tickets out of the PSA.

Read-only adapters · provider validation required

Prepare better customer conversations with AI

Configure skills for account briefs and meeting preparation using authorized workspace records. Extend the instructions around your own review process.

Requires AI provider setup

AI, WITH YOUR BUSINESS IN CONTEXT

Give every account manager a useful head start.

Bring account context, notes, open opportunities, and your review criteria into a configured AI skill. Prepare a draft brief your team can check and take into the next conversation.

Explore Grovana AI skills

Connect the systems you work with.

HaloPSA · ConnectWise PSA · Microsoft email & calendar

Explore connections and availability

Shown with the IT Services app. AI and external services need configuration. Review queues do not send automatic reminders; PSA write-back and service provisioning are not included.

A STARTING POINT YOU CAN SHAPE

Your industry is the beginning.
Your business makes it yours.

Build on your package with the records, views, and workflows your team needs. Configure an AI agent for a specific job. Extend the platform with a custom interface or app as your process grows.

Explore custom tools and AI

BUILD AROUND YOUR BUSINESS

Your process.
Your next app.

Bring the workflow you want to shape or the app you wish existed. Let’s build it on Grovana.

Book a demo