Client records, site hierarchies, service agreements, and tickets โ without the 200-field forms ConnectWise asks you to fill out. Pulse Client Intelligence pulls signal from every other Cavaridge app into one place.
Multi-site clients without ConnectWise's bookkeeping. Modeled the way MSPs actually structure their accounts.
Tickets, time, and SLA tracking โ without the heavy ceremony. The standard MSP workflow, no more.
Aggregates client signal across every Cavaridge app. Open Meridian to see what changed at a client this week โ across Helix, Aegis, Midas, all of it.
CSV import for clients and contacts; service agreements migrate via the migration tool. Time-entry history stays in ConnectWise; new entries land in Meridian.
Meridian's tickets handle the standard MSP workflow. If you need bidirectional sync with a separate ticketing system, that's roadmap.
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