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Self-Service Features

Give your clients the ultimate customer experience with self-service features. Without direct interaction from your staff, your customers can find support, services, and reporting in one place.

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Starter Professional Enterprise
Service Features
Ticketing Portal
Provide a clean, modern, and flexible ticketing interface and let clients submit problem reports and service requests as well as see their ticket history.
Customizable Forms
Build ticket forms that contain all of the questions you need to ask from the get-go. No creativity is needed here - tons of sample tickets are included.
Question Templates
Create system-wide sets of questions that you can quickly re-use for tickets and forms throughout the platform, making tickets easier to build
Add structured tasks to any ticket that appear in the PSA as to-dos for reliable service delivery consistency.
Integrated CSAT
Take advantage of customer satisfaction surveys that are natively integrated into the ticketing portal. Plus, you can add them to existing PSA ticket templates.
Route tickets to any board or queue you need with any appropriate statuses, types and more.
Status Workflows
Construct custom ticketing options down to the client level. Status Workflows offer sophisticated options for ticket approvals, routing, and escalation.
Service Catalog
Present customers with a visually appealing and easy-to-use menu system that they can use to onboard/offboard users, order equipment, and much more.
Power Automate
Create advanced workflows from CloudRadial tickets to Microsoft's Power Automate platform. Automate license provisioning, alert triggers, and more.
JSON Webhooks
Create advanced workflows from CloudRadial tickets to any JSON webhook-accepting application (like Zapier). Let your automation creativity go wild.
Slack & Teams Notifications
Send select tickets directly to Slack or Teams channels for you or your clients to modernize your ticket communications.
Support PIN Capture
Prompt your users for a custom support PIN so that technicians can cross-verify users and securely provide remote user assistance.
3rd Party Chat
Integrate your favorite chat application to work directly in your portal so that your users have easy access just like they do from your website.
Approval Workflows
Establish key approval workflows from either user roles or a defined list of approvers to approve requested items before you provision or start work.
Signature Required
Present terms of service and request customer signatures within tickets to streamline the ordering of goods and services.
Broadcast Messages
Push important customer-facing messages through the web or desktop applications. The desktop applications will trigger a native pop-up from the system tray.
Banner Notifications
Inform clients of outages, updates, and general information with easy-to-read banner notifications that can be placed in key sections of the portal.
Account Management Features
vCIO Planner
Give your clients a visual IT roadmap with the vCIO Planner. Let your clients see completed projects and proposed efforts 24/7/365 and set up QBRs in an instant.
Summarize key information for your customers in a visually appealing way. Power dashboards with native CloudRadial data or add in third-party sources via iframe.
Gain insights and ensure compliance with fully customizable client-facing assessments. Plus, create tickets directly from assessment questions.
Infrastructure Reporting
Provide comprehensive asset information on endpoints, servers, applications, and domains with business-relevant data that customers want to know.
Office 365 Reporting
Present Office 365 license details, adoption reporting, tenant health, and more - all from the portal, without needing to access to the Office 365 Admin Center.
MFA Status Reporting
Deliver information and report on multi-factor authentication (MFA) for Office 365 users, pulled via the Microsoft Graph API.
Network Reporting
Present network and network device information within the portal automatically with a connection to either Auvik or Domotz.
Report Archives
Get more credit for your work by storing customer-relevant reports in archives. Send reports directly into the archives with their unique email address.
Mac Reporting
Give Mac users some much-needed love and pull their device data either through Addigy or via the CloudRadial Mac agent.
Warranty Reporting
Provide endpoint and server warranty reports. Pull warranty information directly from Dell and Lenovo or from your PSA.
Training Reports
Deliver detailed reports on training completion of courses within the portal. Choose to report by the individual or by the course.
Software Reporting
Identify sales opportunities for out-of-date and end-of-life software with software reporting. Track and audit user software lists for discussions with client management.
SaaS Reporting
Showcase invaluable SaaS application information pulled directly from Augmentt. Display user software history, shadow IT, data leakage, and much more.
Automated Sales Matrix
Generate sales matrix reports quickly from your vCIO planner online without parsing through PSA data, downloading spreadsheets, or reading through PDFs.
Office 365 Secure Scores
View your connected customer tenant's Office 365 secure score settings without having to navigate to each client portal.
Provide clients with a list of their invoices and the ability to download a printable copy. This information is pulled from supported PSA tools.
Show quotes and provide access to quote PDFs and quote portal links. This information is pulled from connected PSA tools.
Display active agreement and agreement balances. This information is pulled from connected PSA tools.
Payment Portal
Provide one-click SSO access to ConnectBooster or Wise-Pay payment portals directly from within the CloudRadial portal.
Certificate Management
Manage all your domain certificates under a unified certificates report. Automatically track expiration dates through a custom policy.
Marketing List Builder
Keep up-to-date client marketing lists built from companies and user roles that can be downloaded and used in 3rd-party marketing software.
Co-Management Features
Company Intranet
Provide a full intranet suite for your customers. With the right permissions, users can add application links, articles, courses, and more to their portal.
End-User Training Courses
Create engaging and effective training courses directly within CloudRadial's native learning management system (LMS). Track training completion at any time.
Bigger Brains Courses
Enjoy 25+ high-quality Bigger Brains courses for free without having to create your own training content. 100+ courses are also available as an add-on purchase.
In-App Messaging
Deliver messages to clients based on company, type of company and/or user role. Messages can be tagged with various priorities and support attachments.
On-Demand Reporting
Empower your clients to run easy-to-read, comprehensive, and branded PDF reports on their own with the single click of a button.
Daily Digest
Communicate with clients effectively with the Daily Digest - a wrap-up of their messages delivered on a given day. You can schedule it, too.
Company Directory
Sync Office 365 and PSA users to companies to create a clean and useful company directory for your clients to use.
Knowledge Base
Provide content that reduces client support calls and keeps key information centralized. Link off to IT Glue articles or pull articles in via API for Hudu.
Quick Start Library
Build a library of visual PDF guides for documentation. Included with CloudRadial are over 25 Office 365 documents.
Office 365 Updates
Create client and IT-approved links to cloud applications and even local resources. Create a work hub that helps your clients get to the apps they need most.
Core Features
PSA Connection
Benefit from a direct API connection to top PSA tools that allow you to create and display tickets within your portal.
Kaseya BMS, Syncro, Email
Autotask, ConnectWise, Halo, Kaseya BMS, Syncro, Email
Autotask, ConnectWise, Halo, Kaseya BMS, Syncro, Email
Office 365 Connection
Take advantage of a direct connection to Office 365 tenants, either directly or through your CSP tenant, for reporting and compliance purposes.
Office 365 to PSA Sync
Automatically update your PSA contacts from Office 365. Plus, end-users can update their own personal details.
CloudRadial Academy Access
Get access to 24/7, on-demand premium training organized by product focus to help you master your portal in no time at all.
Azure Hosting
Keep your data secure with location-appropriate data storage backed by the security and certification framework of Microsoft Azure.
Isolated Database
Gain peace of mind knowing your data is completely isolated and kept in your own database that is fully encrypted at rest.
BAA & GDPR Compliance
Work with confidence knowing Business Associate Agreements (BAA) and GDPR Data Processor Agreements are included with every plan.
Custom Login Screen
Control the client experience from start to finish, starting with the login screen. Customize your login screen with your logo and custom background.
Custom Email Logo
Brand emails originating from the portal with your own logo - emails including ticket approvals and Daily Digests marketing mails.
Desktop App (Customizable)
Customize your desktop application with your own name, logo, desktop shortcuts, and much more.
Teams App (Customizable)
Customize your Microsoft Teams application with your own name, logo, description, color profile, and much more.
Customizable Sidebar
Craft your menus to use the same verbiage you use with your customers. This also allows you to translate your portal into other languages.
PSA Type Mappings
Map your existing PSA contact types to CloudRadial user types for easy management that won't have you doing double work.
CloudRadial Support
Get access to top-tier 100% U.S.-based support from certified CloudRadial product experts.
Permission Roles
Build custom user roles that give granular permission to users. Choose which features they have access to, and how deep their permissions go.
Up to 10 Roles
Unlimited roles
Custom Domain URL
Look professional with a custom domain via CNAME mapping to fully white label your portal experience.
Custom Client Domains
Take your customization to another level and add custom domains for your customers to further add value.
Custom CNAME Support
Data Retention
Recover critical information in the portal for compliance and audit purposes. This sets a minute-to-minute recovery window for any lost data.
30 Days
3 Years
Data Logging
Log and track activity performed in the portal in a robust audit log, from adding a new piece of content to the smallest account-specific changes.
30 Days
3 Years
Dedicated Account Management
Stay confident that you are sticking to shifting best practices with responsive support from expert CloudRadial account managers.

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CloudRadial's CSA platform is designed to integrate with your Professional Services Automation and other essential MSP software in your tech stack

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