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AI-Powered Service Delivery and Client Success Platform

Get everything you need for the ultimate client experience

Core Products

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Unified Client Portal

Enterprise-grade infrastructure with the flexibility MSPs demand

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CloudRadial ServiceAI

Perfectly tailored AI that knows your specific MSP

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CloudRadial Storefront

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

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Chat Starter (Free)

Have clients to submit tickets directly to your PSA, freeing up your team's time

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CloudRadial ChatAI

Pre-triage and route tickets correctly with the help of AI

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CloudRadial AutomationAI

Everything you need to start automating, no code required.

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POPULAR FEATURES

End-to-End Automated Onboarding

One form for every client. Customizable questions, dynamically displayed.

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Bigger Brains

Offer clients a library of job-specific training and workplace skills

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CloudRadial DNS

Empower your clients to track and monitor employee activity

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ONBOARDING & OFFBOARDING

Get the best onboarding experience for your clients and your team

It’s Friday. Do you have what Monday’s new hire needs?

The request you got was: “New employee starts Monday, can you set them up?"

Now your tech is guessing at software, hardware, groups, and licenses, or waiting on answers.

Get the answers up front with CloudRadial forms.
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BOOK TO SEE IF CLOUDRADIAL IS A FIT FOR YOUR MSP

One form for every client.

Customizable questions, dynamically displayed.
Request Service Form

Every client needs slightly different onboarding info

Different software, different licensing, different access rules; a generic form either misses what's specific to them, or you're rebuilding a new form for every account.

CloudRadial's forms flex their questions per client without you touching the form itself, so your team keeps one process instead of maintaining a dozen.

Take your onboarding process from scattered to consistent
Before and After CloudRadial Onboarding

Five things your team stops doing manually

Asking every question whether it applies or not

The form asks the follow-up the answer calls for. VPN access triggers the VPN question, nothing else does. Every ticket arrives complete, so your tech isn't the one hunting for what's missing.

Scrolling through one long form before anyone sees the finish line

Long onboarding forms break into short sections a requester moves through one screen at a time: three quick steps instead of one long scroll.

Rebuilding the same form for every client's software list

Every client's access and software needs are different, so instead of duplicating the form itself, CloudRadial swaps in the right question set per client automatically. One form, no rebuilding, whichever client is filling it out.

Manually routing every onboarding ticket to the right board yourself

Onboarding requests route straight to the PSA board you set, and hold for sign-off automatically when a request needs approval before work starts. No one has to remember to ask.

Leaving every tech to figure out their own onboarding steps

Attach a checklist to the ticket once, and every technician gets the same steps in the same order: account created, PSA updated, access granted, whoever picks it up.

Same process, every client, every time. Nobody had to rebuild a thing to get there.

End-to-end automated onboarding

When a form calls for it, that same submission can kick off an AutomationAI workflow that finishes the setup across your other systems. The ticket doesn't just get logged, it gets done.

AutomationAI runs alongside your PSA, not in place of it.
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Bring the onboarding form you're least proud of

In 30 minutes, we'll show you what it looks like with conditional logic doing the asking instead of you.

Let's see if CloudRadial is a fit for your MSP.
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