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Starter
Build the right foundation with our Starter Plan.
|
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. |
|
|
|
|
Checklists
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. |
|
|
|
|
Routing
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. |
|
|
|
|
Dashboards
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. |
|
|
|
|
Assessments
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. |
|
|
|
|
Invoices
Provide clients with a list of their invoices and the ability to download a printable copy. This information is pulled from supported PSA tools. |
|
|
|
|
Quotes
Show quotes and provide access to quote PDFs and quote portal links. This information is pulled from connected PSA tools. |
|
|
|
|
Payment Portal
Display active agreement and agreement balances. This information is pulled from connected PSA tools. |
|
|
|
|
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. |
|
|
|
|
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. |
Email, Syncro,
Kaseya BMS |
Email, Syncro, Kaseya BMS, ConnectWise, Autotask
|
Email, Syncro, Kaseya BMS, ConnectWise, Autotask
|
|
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. |
|
|
|
Professional
Reach operational efficiency with our Professional Plan.
|
|
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. |
|
|
|
|
Checklists
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. |
|
|
|
|
Routing
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. |
|
|
|
|
Dashboards
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. |
|
|
|
|
Assessments
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. |
|
|
|
|
Invoices
Provide clients with a list of their invoices and the ability to download a printable copy. This information is pulled from supported PSA tools. |
|
|
|
|
Quotes
Show quotes and provide access to quote PDFs and quote portal links. This information is pulled from connected PSA tools. |
|
|
|
|
Payment Portal
Display active agreement and agreement balances. This information is pulled from connected PSA tools. |
|
|
|
|
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. |
|
|
|
|
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. |
Email, Syncro,
Kaseya BMS |
Email, Syncro, Kaseya BMS, ConnectWise, Autotask
|
Email, Syncro, Kaseya BMS, ConnectWise, Autotask
|
|
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. |
|
|
|
Enterprise
Get advanced features with our Enterprise Plan.
|
|
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. |
|
|
|
|
Checklists
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. |
|
|
|
|
Routing
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. |
|
|
|
|
Dashboards
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. |
|
|
|
|
Assessments
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. |
|
|
|
|
Invoices
Provide clients with a list of their invoices and the ability to download a printable copy. This information is pulled from supported PSA tools. |
|
|
|
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Quotes
Show quotes and provide access to quote PDFs and quote portal links. This information is pulled from connected PSA tools. |
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Payment Portal
Display active agreement and agreement balances. This information is pulled from connected PSA tools. |
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Certificate Management
Manage all your domain certificates under a unified certificates report. Automatically track expiration dates through a custom policy. |
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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. |
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| Co-Management Features | |||
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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. |
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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. |
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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. |
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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. |
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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. |
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Company Directory
Sync Office 365 and PSA users to companies to create a clean and useful company directory for your clients to use. |
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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. |
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Quick Start Library
Build a library of visual PDF guides for documentation. Included with CloudRadial are over 25 Office 365 documents. |
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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. |
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PSA Connection
Benefit from a direct API connection to top PSA tools that allow you to create and display tickets within your portal. |
Email, Syncro,
Kaseya BMS |
Email, Syncro, Kaseya BMS, ConnectWise, Autotask
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Email, Syncro, Kaseya BMS, ConnectWise, Autotask
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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. |
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Office 365 to PSA Sync
Automatically update your PSA contacts from Office 365. Plus, end-users can update their own personal details. |
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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. |
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Azure Hosting
Keep your data secure with location-appropriate data storage backed by the security and certification framework of Microsoft Azure. |
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Isolated Database
Gain peace of mind knowing your data is completely isolated and kept in your own database that is fully encrypted at rest. |
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BAA & GDPR Compliance
Work with confidence knowing Business Associate Agreements (BAA) and GDPR Data Processor Agreements are included with every plan. |
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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. |
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Custom Email Logo
Brand emails originating from the portal with your own logo - emails including ticket approvals and Daily Digests marketing mails. |
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Desktop App (Customizable)
Customize your desktop application with your own name, logo, desktop shortcuts, and much more. |
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Teams App (Customizable)
Customize your Microsoft Teams application with your own name, logo, description, color profile, and much more. |
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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. |
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PSA Type Mappings
Map your existing PSA contact types to CloudRadial user types for easy management that won't have you doing double work. |
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CloudRadial Support
Get access to top-tier 100% U.S.-based support from certified CloudRadial product experts. |
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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. |
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Up to 10 Roles
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Unlimited roles
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Custom Domain URL
Look professional with a custom domain via CNAME mapping to fully white label your portal experience. |
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Custom Client Domains
Take your customization to another level and add custom domains for your customers to further add value. |
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Custom CNAME Support
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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. |
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30 Days
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3 Years
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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. |
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30 Days
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3 Years
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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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100% Risk-Free Guarantee
To make your decision easy, we are proud to offer a 30-day money-back guarantee. If you are not completely satisfied with your purchase, simply contact us within 30 days for a full refund.
For additional information on individual plans, pricing, and Jumpstart, visit our pricing page.
*On a 12-month contract