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PRODUCT COMPARISON

Autotask Client Portal vs
Unified Client Portal Starter

 

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Offer your customers a user portal that they’ll actually want to use

CloudRadial Unified Client Portal Starter replaces your Autotask end user experience while still staying tightly integrated into your Autotask PSA.

CloudRadial Unified Client Portal Starter completely revolutionizes the way your clients understand your value to their business. With a beautiful UI, powerful automation, and fantastic IT reporting visibility, you’ll never go back.

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Autotask client portal vs CloudRadial Unified Client Portal Starter

Unified Client Portal Starter gives MSPs and their clients a premium end-user experience.

CloudRadial UCP Starter Autotask Client Portal
Functionalities
Ticketing Forms
✓ Scalable, easily customizable per client
✓ Functional, but difficult to customize per client
CSAT
✓ Included for free, has automation and client-facing dashboards
x Not available in the client portal
User Applications
✓ Fully configurable and visual custom application menu links for clients
✓ Basic link creation available
Training
✓ 50+ training courses included free, plus the option to create custom courses or buy more
x Not available in the client portal
Documentation
✓ Add documents within UCP Starter or bring them in from any 3rd-party source
✓ Included in Autotask Premium and Ultimate only, allows you select articles to be shared in the client portal
Assets
✓ Endpoints, servers, domains, certificates, applications
✓ Custom configurations manually addable to the portal
Integrations
✓ 50+ integrations spanning chat, reporting, security, backup, billing, and more
x Not available in the client portal
Reporting
✓ Ticket overviews, M365 reporting, 3rd-party report repository, dashboards, and PDF reports
✓ Reports available on tickets, finances, and billed hours
Finance
✓ Shows invoices and quotes to clients
✓ Shows quotes
Projects
✓ Shows projects and project tickets with filterable options and back-and-forth discussions
✓ Shows project tasks, schedules, notes, and calendar
User Sync
✓ Syncs with Autotask PSA and M365, with the option to keep both in sync for you
✓ Syncs PSA contacts
Branding
✓ Fully white-labeled, including logos, domains, and color schemes on a per-client basis
✓ Customizable login logo, in-app logo, and accent colors
Accessibility
✓ On the web, within a desktop application, and/or within Microsoft Teams
✓ Accessible via web

Treat yourself and your clients to an upgrade from the Autotask client portal

Land new business

by wowing new prospects with your modern portal that puts client communication first.

Handle more clients

by streamlining client communication with automation for reporting and ticketing triage.

Save on rising labor costs

by putting the portal to work to triage and even outright resolve tickets with self-service options.

Prove your value 24/7

by showing dashboards, 3rd-party report archives, 50+ integrations and more in a one-stop portal.

Frequently Asked Questions

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