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End Ticketing Chaos and Improve Margins with CloudRadial's Unified Client Portal 


Automate workflows, cut back-and-forth, and lift margins. 

  • Say goodbye to endless ticketing triage
  • Eliminate wasted time and thin margins
  • Automate workflows, streamline support
  • Embrace automation, watch margins soar
  • Elevate client experience

 

Automate and optimize ticketing workflows

CloudRadial's ITIL-based service module efficiently handles problem tickets and service requests. Leverage self-triage and self-service to free up time and create faster ticket resolution times.

Ticket Submission

Clients may submit tickets via web, desktop app, or Microsoft Teams. 

Customized Questions

Configure your own questions from a wide variety of field choices. Answers are relayed along with the problem ticket.

Dynamic Forms

Display questions based on the answers to other questions. Prompt users for additional information as needed.

Flexible Routing

Route tickets to specific service boards with pre-categorization of type, subtype, and item. Or, route tickets by email to client co-management.

Drag and Drop Automations

No coding experience is needed. Easily build automated workflows for ticketing, onboarding, on-demand reporting, and more. Click to learn more. 

Encourage new service requests

An IT Service Catalog incorporated into the ticketing module makes it easy for clients to buy new equipment, add-on services, onboard new users, and more.

Showcase Your Services

Promote your list of services in a way that comes across as information your clients need rather than a sales pitch they might reject.

Approval Routing

Get approval relating to an order, if needed, before it comes over to your team.

Service Catalog Template

No need to start from scratch, we'll get you started with a template to modify.

Dynamic Presentation

Show items based on user group memberships or customize as needed.

View Tickets and Reporting

Let users view, track, and get on-demand reporting with the click of a button. 

ConnectWise or Autotask Integration

Pulls tickets and notes directly from your PSA boards or queues.

Consolidated Management View

Client managers can see all tickets, while users can only see their own tickets.

Ticket Search

Find tickets by a variety of ticket fields across open and closed tickets.

Approve & Update Tickets

Create client workflows for tickets and let clients comment, close, and provide feedback on their tickets.

Approval Workflows

Allow client managers to approve tickets from users before you start work on them.

Synced PSA Discussions

Users can add their comments to ticket discussions that appear as normal feedback in PSA tickets.

Close & Cancel Tickets

Users can market tickets as closed or canceled.

Integrated CSAT Feedback

Allow users to flag their satisfaction with the process even while a ticket is still open.

Check Office 365 Status

Give users a direct view into Microsoft's status system.

ConnectWise or Autotask Integration

Pulls tickets and notes directly from your PSA boards or queues.

Consolidated Management View

Client managers can see all tickets, while users can only see their own tickets.

Ticket Search

Find tickets by a variety of ticket fields across open and closed tickets.

CloudRadial Unified Client Portal™

Connect clients directly to your entire MSP technology stack

Why CloudRadial’s Unified Client Portal?


FOR MSP CLIENTS

It's a centralized online platform with a comprehensive and seamless customer experience for interacting with the MSP. Give your clients a familiar experience, like online shopping, but for all your MSP services and products.

FOR MSPS

White-labeled to your MSP, the portal is powered by CloudRadial’s Clients Services Automation (CSA) Platform. Self-service features, integrations, and automations are consolidated into one single, user-friendly interface.

 

Self-Service Screens

Key Features

Single Sign-On

Clients can log in once using their M365 credentials and gain access to multiple features and resources without the need for separate logins.

Teams Integration

Clients can access all features and resources from the Microsoft Teams environment.

Service Requests

Let your clients order or request new services, and new licenses, onboard new users, or submit support tickets.

Training

Clients have access to training on M365, security, productivity and more.

Integration

Integration with ConnectWise, Autotask, Kasaya BMS, SyncroMSP, and Halo to provide a holistic view of ticket interactions.

Communication

Access tools for two-way and broadcast communication between you and your clients.

Account Information

Give clients access to invoices, quotes, agreements, and the ability to make payments from the portal.

Customization

MSPs can customize the portal to display information and features tailored to individual clients.

Why MSPs need a Unified Client Portal


You have hundreds of clients with unique IT needs and know you'd like even more.


But it's tough to scale your MSP if you're not doing the most with the clients you already have.


That's why you need CloudRadial's Unified Client Portal, powered by the CSA platform.

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See how CloudRadial's Unified Client Portal will set your MSP apart from the competition

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