Account Management

Account Management

Deliver Perfect QBRs for Every Client, Every Day

QBRs are great in concept but often fail to address the conflicting needs of reselling past value and helping clients prepare for the future. With CloudRadial, you’ll automate and deliver client status information online to simplify account management allowing more time to address sales opportunities.

Show What You've Done, Can Do and Will Do


Assess client needs through traditional assessments and automated policies to cover infrastructure, licenses and more.


Deliver automated reports online, in dashboards and printed PDFs.


Deliver roadmaps to clients of recommendations and mutual opportunities.

Popular Features:

Sales Matrix

Define your core product offerings and automatically track their implementation across all of your clients.

Office 365 Reporting

Give clients access to all of their license usage and adoption reporting without having to provide Microsoft tenant permissions.

Endpoint Reporting

Automated warranty, performance and security reporting keeps clients engaged in the productivity benefits of their assets.

Report Archives

Route emails generated from backup and other reporting sources into their own client folders to keep user inboxes empty but clients fully informed.

Automated Policies

Give clients an automated nightly run down of any exceptions to the best practices you’ve defined for their account.

3rd Party Integrations

Pull in network, backup, breach reporting and more from our numerous integrations with frequently used tools.

Learn more about CloudRadial

Account management is just on part of CloudRadial’s integrated MSP and IT service platform to help you put the “customer” in “customer service” on your path MSP 2.0™. Learn how our other features and account management work together to deliver a complete path to success for your business.


Optimize your service desk to resolve issues quickly with smart ticketing, training, and self-service.


Deliver a collaborative approach that elevates engagement, boosts productivity and offers intranet capabilities.


Dive into a list of resources, written specifically for MSPs and Microsoft CSPs, that help you learn how to take your efforts to the next level.