Quote, Procure, Bill. No Manual BS.

TechGrid helps MSPs digitize every step of the quote-to-cash workflow — so you can move faster, sell smarter, and leave manual work behind for good.

  • End-to-end digital Sales and Fulfillment.
  • Integrates with all major CRM, PSA & distributors.
  • Modern customer console for real-time collaboration.
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Your Workflow Isn't Working

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Disconnected Systems

MSPs rely on a web of critical apps and partners. Sadly, most are not integrated together causing clunky and costly quote to cash workflows.

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Manual Task Overload

Siloed data, duplicate work, and manual data entry slows down productivity. This frustrates both your team and customers.

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Can't Offer as a Service

Cash flow risks, liability concerns, and quoting limitations, leave MSPs to patch it together manually and risk lost margins, errors, and delays.

Platform Features

All the Essentials MSPs Need
for Modern Quote-to-Cash

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Unified Client Portal

Workflow

Digital IT Workflows

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Advanced CPQ

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Automation Tools

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Tech-as-a-Service

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Digital Catalog

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Procurement

Invoice

Invoicing

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Proposals

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Marketplace

IT Sales Workflow

Faster Quotes, Fewer Clicks, Better Margins.

Smart bundles, live digital catalogs, and proposal automation — all connected to your CRM, PSA, accounting tools, and favorite distributors.

Modern Quoting Workflow with TechGrid
IT Fulfillment Workflow

Simple to Order.
Effortless to Track.

Turn quotes into orders with a click, automate procurement, and give customers real-time tracking every step of the way.

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Technology Finance

Transform one-time charges into recurring

Offer your customers more flexible and modern solutions, grow revenue, and increase your business valuation, all while removing financial risk and quoting complexity.

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Integrations

Plug-In Everything Else

TechGrid gives you all the modern sales and fulfillment capabilities you need right out of the box—plus the ability to plug in best of breed on top. Connect your CRM, PSA,  accounting, distributors, and more.

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Power IT Workflows
with TechGrid

Quote faster, automate procurement, and simplify delivery — no more workarounds, no more chaos.

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Getting started

Onboarding Tailored to Your Plan

Starter plans are simple enough to launch on your own — we just give you a nudge. Pro and Enterprise? We guide the process, do the heavy lifting, and train your team along the way.

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1. Connect Your Stack

Use our marketplace to connect CRMs, PSAs, accounting tools — plus distributors like Ingram Micro, TD Synnex, and D&H. No dev needed.

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2. Customize Your Catalog

Start with over 1 million product SKUs and 50+ service SKUs, already built in. Add your unique services and bundle them any way you want.

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3. Automate Your Proposals

Ditch the Word docs. Build branded, reusable templates and automate proposal generation inside your workflow.

What people are saying about TechGrid

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“Not only does the platform expedite the sales cycle, but the TechGrid team is readily available to assist us with anything we need to bring our security-focused managed services to the market."
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“TechGrid is a game changer for IT Solution Providers and MSP’s selling anything as a service. I wish it were available when I owned my MSP Business.”
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“With a client, it’s quoting, procuring, doing and then billing. TechGrid has a very interesting and aggressive take on all of that. They simplify quoting and procurement, they provide the billing and connect to everything that you need to do in the center.”
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Why we built techgrid

Sell and Fulfill IT Without the Mess.

Hi. I’m Philip Wegner, the founder and Chief Product Officer at TechGrid.

We didn't always build software. We actually started in 2006 as a Technology Service Provider focused on deploying large-scale wireless networks.

But as expectations changed, our tools couldn’t keep up.

Customers asked, “Why can’t I track my 100K network project like I track a pizza?”  We wanted to say yes — but disconnected systems and manual workflows made it impossible.

We spent years trying to connect the dots, but every fix felt like a workaround. So we built what we really needed: a modern, connected platform to digitize how MSPs sell, fulfill, and grow.

That’s TechGrid.

One seamless workflow. All your tools connected.

Less admin. Faster deals. Happier customers.

Philip Wegner Founder and CEO of TechGrid Smiling During a Podcast

Frequently Asked Questions

Does TechGrid integrate with my existing CRM or PSA?

Yes. The platform was designed to be the connective tissue between your critical apps. We integrate with most major CRM and PSA software including HubSpot, Salesforce, ConnectWise, and Autotask.

Can I use TechGrid with my existing CPQ software?

Unfortunately, no. In order to digitize the workflow we must replace your existing CPQ tools. However, you can still use spreadsheets or 3rd party configurators from OEMs using our import feature.

Does TechGrid integrate with my existing distributors?

TechGrid connects all major distributors including: Ingram Micro, TD Synnex, D&H, Scansource, and ADI. We are regularly adding new distributors, if you don't see yours please contact sales.

How long does it take to implement TechGrid?

Our team will onboard your business and complete the initial implementation including: connecting your CRM, distributors, accounting software, PSA/ERP, configuring your catalog, customizing your proposal templates, and providing team training. On average, you can expect to start sending quotes between 30-60 days. These times will vary based on custom integrations and the size of your team.

Can I sell as-a-Service (XaaS) solutions with TechGrid?

Yes. TechGrid is embedded with technology finance from Wells Fargo. Once activated, you can easily transform anything you sell into an as-a-Service solution with zero risk to you. Learn more

Can I create bundled offerings?

Yes, you can package hardware, licensing, software, services, and internet into bundles. You can also create One-SKU bundles that makes it possible to create unique offerings that are simple for your customers to purchase i.e. "Managed Firewall".

Is TechGrid Fulfillment an add-on?

No, TechGrid Fulfillment is a standard workflow and suite of tools available with all Professional and Enterprise plans. See pricing to learn more

How does your pricing work?

TechGrid uses a traditional plan fee for access to the platform and rather than a fixed license fee for each users we opted for a usage-based fee called Monthly Active Team Members that only charges you for users that actually used the software in a given month. See our pricing blog post for more details

How secure is my data with TechGrid?

We take the security and privacy of your data seriously. Your data is encrypted at rest and in transit. Team member roles have granular policies that put you in control over who has access to customer and financial information. We are also SOC-2 Certified from the AICPA as further proof of our commitment to your security. Visit our Trust Center Here

Digitize Quote to Cash with TechGrid

Disconnected tools, manual quoting, fulfillment delays — it adds up fast. Streamline your IT workflows on the Grid.

Digital IT Workflows Diagram