Frequently Asked Questions

Prioriwise is the growth engine for MSPs: never lose a client you could have kept. It plugs into the tools you already run and turns the signals they already hold (tickets, transcripts, emails, CRM activity) into a live Relationship Health Score for every account, with the next best action attached, so you always know who needs attention and who's ready to grow.

Usually the one or few people who hold the client relationships (the owner, at a small MSP) are the only ones who can tell whether an account is actually healthy, and there's no way to hand that judgment to the team. That's the Relationship Bottleneck. They stay stuck delivering instead of selling, accounts churn "unexpectedly" even though the warning signs were sitting in your own data the whole time, and expansion opportunities inside your existing accounts go unnoticed.

MSPs, MSSPs, and ITSPs with 10+ managed clients, roughly 3–40 staff as a soft guide, with an average client contract around $3K+ MRR. The buyer is whoever holds the client relationships: the owner at a small MSP, or a sales or account-management lead. If you're the one who has to personally look at an account to know if it's okay, this is built for you.

No, the opposite. It's built for MSPs where one or a few people carry the client relationships personally, on top of everything else, because there isn't a dedicated account management team to share that judgment with.

If your typical client is paying under about $800–1,000/month, an unexpected churn feels like noise, not trauma. Prioriwise's value math is built around accounts where losing one really hurts. That said, client size alone doesn't tell the whole story: book a call and we'll look at your actual account mix with you and tell you honestly either way. Worth the conversation even if the answer ends up being "not yet."

Your PSA (ConnectWise, Autotask, Kaseya, HaloPSA), your CRM (HubSpot, Salesforce), and your docs/collaboration tools. Nothing gets replaced. It reads what's already there.

2–4 weeks to your first live signal. Access is read-only, and Prioriwise builds and maintains every integration. There's no workflow disruption on your end.

No. Zero disruption is a deliberate design goal: no rip-and-replace, no retraining, no new system for your team to learn from scratch.

Pricing is banded to the size of your book of business and includes unlimited users. Talk to us about your account book for exact numbers.

Yes. We start with a pilot on your top 3 accounts so you can judge it on your own clients. Talk to us about the terms.

There's a one-time implementation fee involved in onboarding; your rep can walk you through the specifics for your book of business.

Read-only by default. There's no write-back to your source systems unless explicitly scoped and agreed to separately.

Yes, access is scoped strictly to the systems you choose to connect, the engagement is governed by a mutual NDA, and access can be revoked at any time, no questions asked. Prioriwise never sees more than what you'd hand an internal analyst.

The instinct is right: AI tools can read tickets and emails, and plenty of MSPs have started. The hard part isn't the reading, it's the judgment about what to look for and how to score it, and then keeping that scoring tuned as clients change. Prioriwise already encodes that judgment. If you have a maintained system that scores account health, you've done real work and may not need us; if yours stopped at a dashboard, that's the gap Prioriwise fills.

That's the real alternative: a PSA data pull, a spreadsheet, a PowerPoint, and gut feel. It works while one person can keep every client in their head. What it misses is the timing: it's a snapshot assembled by hand, so it's only as current as the last time someone had a free afternoon, and it depends on the same people who are already stretched. Prioriwise does that reading continuously and hands the judgment to the whole team.