Web and Desktop App
Clients can access your portal through their web browser or a customizable desktop application.
Get everything you need for the ultimate client experience
Everything client in a Unified Client Portal for MSPs and clients
Upgrade your PSA user portal with a streamlined version of CSA
PSA-integrated chat with AI-powered capabilities
Empower your clients to track and monitor employee site activity
Build your own Shopify-like store with your PSA products & distributors
The foundation every MSP needs to manage clients and deliver the ultimate customer experience
Learn MoreAutomate and optimize ticketing workflows
Learn MoreDitch QBR prep with automation, or let clients access QBRs on-demand
Learn MoreCloudRadial picks up where ConnectWise Manage PSA leaves off in customer experience.
CloudRadial’s tight ConnectWise integration combined with CloudRadial’s ticketing features such as dynamic forms, customized question templates, routing, and checklists keep your support team using the same workflows but with more efficiency and improved customer experience.
CloudRadial doesn’t stop at first-class ticketing. Your branded client portal will provide MORE to end-users with client training, free M365 Bigger Brains Courses, client intranet, desktop app, Microsoft Teams Integration and an online view of your service catalog in case they want to add on some services! Your client admins get a bit more, at your discretion, with transparent reporting into hardware assets, software assets, warranty reporting, policy reporting, vCIO planner and more. Best of all, you can build a QBR in less that a minute!
If client satisfaction and retention are important to your MSP, CloudRadial pairs well with ConnectWise Manage. Replace the ConnectWise End User Portal with CloudRadial and transform the client experience with your MSP.
Clients can access your portal through their web browser or a customizable desktop application.
Ask the questions you want to get all the information you need.
Create common sets of questions to share among client forms.
Clients can submit tickets for problems and service requests.
Route tickets to any board or queue you need with any setting for statuses, types and more.
Send selected tickets to Teams or Slack channels for you or your clients.
Clients can view and comment on their tickets, client management can view all tickets and approve end-user submissions.
Add tasks to any ticket for service consistency.
Create advanced workflows using Microsoft Flow webhooks or PSA custom fields.
Tight integration with ConnectWise and Autotask makes for a seamless add-on. Plus, enhanced capabilities for Zendesk, Freshservice and other email-based ticketing systems.
Customer satisfaction surveys built-in to the ticketing portal and easily added to outbound PSA emails.
Integrate your favorite chat application so that your users have easy access just like they do from your website.
Feature the services your provide in an organized way that lets your clients know you do more than just deal with tickets.
Present terms of service and ask for a signature to streamline ordering of routine items.
Use CloudRadial's built-in 7 tier approach to solution selling that emphasizes client needs rather than technology or create your own.
Define and promote the core products your company delivers for client understanding and account manager consistency.
Ask company management or a defined list of approvers to approve requested items before you provision or start work.
Summarize your client information in customizable and easily scalable dashboard views for clients.
Integration with Addigy pulls data in from all of your Mac endpoints.
Provide endpoint and server warranty reports with charting. Pulls warranty information directly from Dell and Lenovo or from your PSA.
Provide asset information on endpoints, servers, applications and domains with information business owners want to know.
Provide clients with feedback on service performance.
Include updated Datto appliance reports including the latest test boot screenshots.
Present Office 365 licensing, adoption reporting, tenant health and more without requiring access to the Office 365 Admin Center.
Show clients emails that have been compromised and, where available, MFA protections to prevent issues.
Includes the ability to provide SkyKick reporting to clients straight from your SkyKick tenant.
Deliver MFA reports for Office 365 users where available.
Give clients real-time status information on your performance and the business policies that drive their I.T. investments.
Show client management who has completed your integrated online courses.
Integration with Auvik presents network and device reports automatically.
Send backup and other email reports to an online archive to reduce client email volume and improve compliance.
Generate PDF report packages you can use to leave behind supported by online information.
Automatically show changes to Office 365 licensing and infrastructure.
Give your clients a roadmap with the vCIO Account Planner. It gets all of your clients and staff working in the same direction.
Track all of your core product offerings across clients without any additional effort.
Provide clients with a list of their invoices and the ability to download a printable copy.
Add any problems you spot within your client reports or dashboards to your client's account planner for resolution.
Report planner items across clients to identity future growth options and activity pipeline.
Show quotes and provide access to quote PDFs and quote portal links.
Track meeting history and notes in one consistent place.
Quickly track customer satisfaction by client and by agent and get alerted to issues while problems are still in process.
Show active agreement and agreement balances.
Gain insights and ensure compliance with fully customizable client-facing assessments that form a record of compliance.
Review client secure scores and details without having to log in to each client's security center.
Provide one-click access to ConnectBooster or Wise-Pay payment portals.
Rank clients by your own metrics for project and product usage.
Deliver messages to clients based on company, type of company and/or user role.
Keep up-to-date client marketing lists built from companies and user roles that can be downloaded and used in 3rd party marketing software.
Push broadcast messages through the web or desktop application that can then be shown through messages and daily digests.
One-click push of messages out to users in a daily digest delivered to users inboxes.
Update your Mailchimp audience directly from your marketing lists for easy email blasts.
Easy-to-use learning management is built-in so that you and your clients can create and track your own courses.
Provide a full intranet app for your clients. Clients can add menus, articles, support items and more to their portal to make it their own.
Sync Office 365 and your PSA to create a clean company directory for your client's use.
Easily add-on over 100 integrated Bigger Brains courses to deliver a superior training solution.
Provide content that reduces client support calls and even link IT Glue documents.
Clients can share Office 365 calendars easily to their staff with any effort by your team.
Provide a library of PDF guides for common applications. Includes over 25 Office 365 documents.
Create client and IT approved links to cloud applications and even local resources.
Provide users with the latest changes to Office 365 straight from the Office 365 message center without admin access.
Automatically update your PSA contacts from Office 365. Plus, end-users can update their own personal details.
Get a recap of all of your Office 365 clients in one complete view.
ConnectWise PSA users have access to a custom CloudRadial tab built into the ConnectWise interface.
Includes prompting users for a custom support PIN so that techs can verify remote user access to support.
View your tenant's Office 365 secure score settings without having to navigate to each client portal.
Control the title, background and name of the portal your clients access.
Use your own custom URL for links back to your portal.
Add your own logo to outbound client emails.
Customize the icons and links of the desktop application.
Built on the security and certification framework of Microsoft Azure. Read More
Every partner's data is kept in their own database encrypted at rest.
Business Associate and GDPR Data Processor Agreements included with every plan.
Note: User counts based on users synced to CloudRadial from Office 365 or your PSA. Certain features may be limited based on the capabilities of your Office 365, PSA or third-party integrations. For specific questions or detailed information, please contact us.