Features Make CloudRadial the Best Solution
Features
Turn Your Client Portal into a Partnership Portal
CloudRadial transforms the way end-users access the applications, information, services and training they need to do their job. Plus, it makes it simpler for the front-line I.T. staff to do their jobs by streamlining their interactions with clients. CloudRadial provides 9 core features that boost productivity while also reducing support issues.
All Plans Include
Streamlined Ticketing
Web and Desktop App
Clients can access your portal through their web browser or a customizable desktop application.
Ticket Portal
Clients can submit tickets for problems and service requests.
Ticket Management
Clients can view and comment on their tickets, client management can view all tickets and approve end-user submissions.
PSA Integration
Tight integration with ConnectWise and Autotask makes for a seamless add-on. Plus, enhanced capabilities for Zendesk, Freshservice and other email-based ticketing systems.
Custom Forms
Ask the questions you want to get all the information you need.
Flexible Routing
Route tickets to any board or queue you need with any setting for statuses, types and more.
Status Workflows
Construct custom ticketing options down to the client level. Status Workflows offer sophisticated options for approvals, routing, and escalation.
Checklists
Add tasks to any ticket for service consistency.
Integrated CSAT
Customer satisfaction surveys built-in to the ticketing portal and easily added to outbound PSA emails.
Question Templates
Create common sets of questions to share among client forms.
Microsoft Teams & Slack
Send selected tickets to Teams or Slack channels for you or your clients.
Microsoft Flow
Create advanced workflows using Microsoft Flow webhooks or PSA custom fields.
3rd Party Chat
Integrate your favorite chat application so that your users have easy access just like they do from your website.
Online Service and Product Catalog
Service Catalog
Feature the services your provide in an organized way that lets your clients know you do more than just deal with tickets.
Product Catalog
Define and promote the core products your company delivers for client understanding and account manager consistency.
Signature Support
Present terms of service and ask for a signature to streamline ordering of routine items.
Approval Workflow
Ask company management or a defined list of approvers to approve requested items before you provision or start work.
Solution Categories
Use CloudRadial's built-in 7 tier approach to solution selling that emphasizes client needs rather than technology or create your own.
Automated Client Reporting
Dashboards
Summarize your client information in customizable and easily scalable dashboard views for clients.
Infrastructure Reporting
Provide asset information on endpoints, servers, applications and domains with information business owners want to know.
Office 365 Reporting
Present Office 365 licensing, adoption reporting, tenant health and more without requiring access to the Office 365 Admin Center.
MFA Reporting
Deliver MFA reports for Office 365 users where available.
Network Reporting
Integration with Auvik presents network and device reports automatically.
Client Reports Presentation
Empower your clients to run easy-to-read, comprehensive and branded PDF reports on their own with the simple click of a button.
Mac Reporting
Integration with Addigy pulls data in from all of your Mac endpoints.
CSAT Reporting
Provide clients with feedback on service performance.
Email Breach Reporting
Show clients emails that have been compromised and, where available, MFA protections to prevent issues.
QBR Policy Reporting
Give clients real-time status information on your performance and the business policies that drive their I.T. investments.
Email Report Archive
Send backup and other email reports to an online archive to reduce client email volume and improve compliance.
Change Reporting
Automatically show changes to Office 365 licensing and infrastructure.
Warranty Reporting
Provide endpoint and server warranty reports with charting. Pulls warranty information directly from Dell and Lenovo or from your PSA.
Datto Backup Reporting
Include updated Datto appliance reports including the latest test boot screenshots.
SkyKick Backup Reporting
Includes the ability to provide SkyKick reporting to clients straight from your SkyKick tenant.
Training Reporting
Show client management who has completed your integrated online courses.
PDF Summary Reporting
Generate PDF report packages you can use to leave behind supported by online information.
Software Reporting
Identify sales opportunities for out-of-date and EOL software with software reporting. Create planners cards for future discussion.
Improved QBR, vCIO & Account Management
Account Planner
Give your clients a roadmap with the vCIO Account Planner. It gets all of your clients and staff working in the same direction.
One-Step Add
Add any problems you spot within your client reports or dashboards to your client's account planner for resolution.
Meeting Tracker
Track meeting history and notes in one consistent place.
Assessments
Gain insights and ensure compliance with fully customizable client-facing assessments that form a record of compliance.
Client Scoring
Rank clients by your own metrics for project and product usage.
Endpoint Mapping
Offer real-time location visibility to your clients. Display workstations and devices with the endpoint mapping tool.
Sales Matrix
Track all of your core product offerings across clients without any additional effort.
Planner Summary
Report planner items across clients to identity future growth options and activity pipeline.
CSAT Rankings
Quickly track customer satisfaction by client and by agent and get alerted to issues while problems are still in process.
365 Secure Scores
Review client secure scores and details without having to log in to each client's security center.
Sales Matrix Spreadsheet View
Quickly generate sales matrix reports from your planner online without downloading spreadsheets or PDFs.
Invoices
Provide clients with a list of their invoices and the ability to download a printable copy.
Quotes
Show quotes and provide access to quote PDFs and quote portal links.
Agreements
Show active agreement and agreement balances.
Payment Portal
Provide one-click access to ConnectBooster or Wise-Pay payment portals.
Certificate Management
Manage all of your domain certificates under a unified certificates report. Automatically track expiration dates through a custom policy.
Integrated Marketing & Communications
Messages
Deliver messages to clients based on company, type of company and/or user role.
Daily Digest
One-click push of messages out to users in a daily digest delivered to users inboxes.
Marketing Lists
Keep up-to-date client marketing lists built from companies and user roles that can be downloaded and used in 3rd party marketing software.
Mailchimp Integration
Update your Mailchimp audience directly from your marketing lists for easy email blasts.
Broadcasts
Push broadcast messages through the web or desktop application that can then be shown through messages and daily digests.
Increased Client Productivity
Courses
Easy-to-use learning management is built-in so that you and your clients can create and track your own courses.
Bigger Brains
Easily add-on over 100 integrated Bigger Brains courses to deliver a superior training solution.
Teams Integration
Provide enhanced client portal accessibility with CloudRadial’s Microsoft Teams integration.
Quick Starts
Provide a library of PDF guides for common applications. Includes over 25 Office 365 documents.
Company Intranet
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.
Knowledge Base
Provide content that reduces client support calls and even link IT Glue documents.
Application Launcher
Create client and IT approved links to cloud applications and even local resources.
Company Directory
Sync Office 365 and your PSA to create a clean company directory for your client's use.
Company Calendar
Clients can share Office 365 calendars easily to their staff with any effort by your team.
Office 365 Updates
Provide users with the latest changes to Office 365 straight from the Office 365 message center without admin access.
Enhanced Service Productivity
PSA / Office 365 Sync
Automatically update your PSA contacts from Office 365. Plus, end-users can update their own personal details.
Support PIN Capture
Includes prompting users for a custom support PIN so that techs can verify remote user access to support.
Office 365 Tenants
Get a recap of all of your Office 365 clients in one complete view.
Secure Score Reporting
View your tenant's Office 365 secure score settings without having to navigate to each client portal.
ConnectWise Tab
ConnectWise PSA users have access to a custom CloudRadial tab built into the ConnectWise interface.
Brandable Interface
Custom Log In Screen
Control the title, background and name of the portal your clients access.
Custom Desktop App
Customize the icons and links of the desktop application.
Custom Domain URL
Use your own custom URL for links back to your portal.
Custom Email Logo
Add your own logo to outbound client emails.
Industry Leading Security
Azure Hosting
Built on the security and certification framework of Microsoft Azure. Read More
Isolated Database
Every partner's data is kept in their own database encrypted at rest.
BAA & GDPR
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.