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The MSP Client Management Platform

Get everything you need for the ultimate client experience

Core Products

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CloudRadial CSA

Everything client in a Unified Client Portal for MSPs and clients

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Portal 365

Upgrade your PSA user portal with a streamlined version of CSA

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CloudRadial Chat

PSA-integrated chat with AI-powered capabilities

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CloudRadial DNS

Empower your clients to track and monitor employee site activity

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CloudRadial Storefront

Build your own Shopify-like store with your PSA products & distributors

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MSP Starter Suite
Product Bundle

The foundation every MSP needs to manage clients and deliver the ultimate customer experience

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Streamlined Ticketing
CSA & Portal 365 Feature

Automate and optimize ticketing workflows

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On-Demand QBRs
CloudRadial CSA Feature

Ditch QBR prep with automation, or let clients access QBRs on-demand

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Resources Center

Education

Blog Ebook & Guides What is Client Services Automation? What is Engagement Maturity?

Onboarding

Jumpstart Program CloudRadial Academy Integrations

Support

Knowledge Base Contact Support Product Updates Security

Community & Events

Webinars CloudRadial Community

The MSP Success Series Newsletter

You'll learn things like how to add revenue without adding cost, MSP best practices, and how to master client management.

Get our best growth advice delivered straight to your inbox.

Autotask Integration


Seamless API integration keeps IT staff using the same workflows but with better data. Use CloudRadial to replace your Autotask client portal completely.

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Optimize your service delivery with customized questions and dynamic capabilities to gather relevant information from your clients

Manage within Autotask

Ticket Integration

A seamless account management add-on for Autotask.


Client Management Routing

Route new tickets to client management for approval before releasing for service or ordering.


Tickets from Problem Reports

Feed pre-categorized tickets directly from problem reports to specific ticket queues.


Tickets from Service Requests

Feed pre-categorized tickets directly from service requests, including directing tickets to sales or billing queues.


Question Customization

Prompt for any number of field types to gather information before work even starts.


Signature Prompts

Optionally ask for an end-user signature and use as an end-user quoting system.

Service Board Integration

Easily communicate to everyone in the organization.


Route Tickets as Needed

Use pre-categorization to route incoming problem and service requests to right boards for dispatch.


Type, Subtype, and Item

Pre-categorize incoming tickets and combine with Autotask workflows for powerful automation.


Show Status

Shows users their tickets or company administrators their companies tickets.

Account Information

Streamline account management through a single portal.


Route Tickets as Needed

Use pre-categorization to route incoming problem and service requests to right boards for dispatch.


Type, Subtype, and Item

Pre-categorize incoming tickets and combine with Autotask workflows for powerful automation.


Show Status

Shows users their tickets or company administrators their company's tickets.

Optimize your service delivery with customized questions and dynamic capabilities to gather relevant information from your clients

User Sync

Automatically keep your users and the client's company directory in sync.

Client Directory Sync

Sync Autotask users so that the company directory and your user list are always in common.


Office 365 Sync

Automatically import new Office 365 users into your Autotask portal.


User Billing Simplified

With accurate user lists, user billing systems become easier and create less end-of-month issues.

Discussion Integration

Collaborate with clients to create a unified solution for everyone.


Friendly Presentation

A chat-like presentation of ticket communications makes it easier for users to provide the information I.T. provides need to resolve.


View as Discussions

Inside Autotask, support staff see the same ticket notes as if they were communicating by email.


Management Comments

Makes it easy for client management to comment on existing tickets along with the end-users.

Endpoint Integration

Use data from Autotask to improve client reports.

Endpoint Warranty

Pulls warranty information from Autotask configurations to create automated warranty reports for clients.

Streamline ticketing with CloudRadial


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