Transparent Pricing & Training
- Read-only Kanban boards and Gantt timelines
- No editing, no card moves, no time entry
- "My Work" personal view
- Interactive Kanban & Gantt views
- Drag-and-drop card moves
- Create projects and tickets
- Time & note entry
- "My Work" personal view
- Everything in User
- Capacity Planning
- Portfolio View
- Project Health Report
Your path to success
Every TopLeft subscription includes onboarding. Launch gets smaller teams working from boards and running huddles. Optimize goes deeper for larger teams, tackling complex workflows and pull-based flow. Your team size determines the right fit.
A structured 4-week program: we configure TopLeft for your workflows, train your team, and coach you through the first 30 days to ensure a smooth rollout.
Fast-track deployment with dedicated support. Includes transition to pull-based flow, advanced training, and custom workflow optimization. Fully operational within 30 days with hands-on configuration for larger teams.
This is not a trial. This is a mutual commitment to prove TopLeft is the right operational system for your MSP. You put real money down. We put our reputation on the line and directly coach you. If you do the work, you get your investment back.
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Track ticket WIP daily
2-3 minutes per day using our Excel tracker. Teams that track work in progress (WIP) daily reduce multitasking by 25-40% and greatly improve throughput. -
Run 15 daily huddles
10 minutes each morning (Monday-Friday) using TopLeft boards. Daily huddles are the #1 predictor of TopLeft success. -
Attend all 4 onboarding calls
Teams that complete the Guided Onboarding calls are more likely to succeed long-term. -
Invite us to observe one huddle
Let your CSM watch one huddle and give feedback. External observation catches adoption gaps teams miss internally. -
Leave an online review
If you've experienced improvements, post a review on Google, G2, or PSA-specific marketplace.
The 30 days starts at your first Concierge Onboarding call with the CSM. Submit your WIP tracker. Complete all five requirements and we'll credit $1,000 toward your subscription.
Tracking per-person WIP and establishing daily huddles are proven indicators of success with TopLeft. Teams that do this see immediate productivity gains, long-term adoption, and never look back. We're so confident in this approach that we'll credit your onboarding when you complete the challenge.
30-Day Money-Back Guarantee
"If TopLeft doesn't deliver both immediate workflow improvements AND start your leadership transformation within 30 days, I'll refund 100% of your investment."
What our customers say
"We were able to move our average project delivery from negative efficiency to positive 58% efficiency. We finish projects now with an average of 1/3 time left over! TopLeft is an extremely affordable investment."
"We have reduced our ticket queue from 180 to under 100, and enhanced tech utilization, with some improving from 30% to 60%. TopLeft led to better utilization and faster response times for customers."
"We see value in using TopLeft. We have seen firsthand how it has helped us visualize our workflows, identify bottlenecks and continuously improve our processes. New team members were able to rapidly get up to speed."
"We improved SLA adherence from 60% to 90% within six months. Our employee utilization improved from 30% to 75% — our target is 80% and we are almost there."
Frequently asked questions
Viewer is read-only access to boards and timelines for people who just need to stay in the loop. User adds full editing, drag-and-drop, time entry, and the "My Work" view for the people doing the work. Manager adds Capacity Planning, Portfolio View, and the Project Health Report for the people running the work. Mix and match by person.
No. License only the people who need access or whose work you want to visualize, in any mix of Viewer, User, and Manager seats. There's no user minimum. Plans start at a $150/month minimum, so even a small team is covered.
No. Capacity Planning is included with every Manager license, along with Portfolio View and the Project Health Report. You only pay for it through the Manager seats you assign.
Yes, just book a call and let's discuss.
Yes. After an initial 3-month commitment, you can continue paying monthly. Paying annually is like getting about three months free versus month to month.
Changes are pro-rated for the remainder of the term. You can add or remove seats and Client Portals at any time. Reductions receive account credits and adjustments are reflected in your next billing cycle.
TopLeft offers a two-way sync with leading PSA platforms including ConnectWise Manage, Datto Autotask, and HaloPSA. Changes in TopLeft flow back to your PSA in real time.
Yes! Book a call and we'll prepare a detailed quote tailored to your team size and needs.
The API connection takes under 15 minutes. Within half an hour you'll have boards configured, statuses mapped to columns, and your first visual quick wins. Cultural adoption and team workflow optimization build from there with training and coaching through your onboarding package.
Training in Agile principles and visual work management can boost team morale, wellness, productivity, profitability, and client satisfaction. Our customers consistently report improved SLA adherence, reduced multitasking, and significant efficiency gains.
Ready to transform how your team delivers?
Join hundreds of MSPs who use TopLeft to ship projects faster, keep clients happier, and lead with clarity.