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New ConnectWise Customer Portal
vs CloudRadial

Your MSP Customer Portal Should Be a Way to Grow Business

CloudRadial is a fresh “big picture” approach to proactive account management and growing your MSP business. A ticketing solution is a piece of your customer’s experience, but there is so much more!

CloudRadial is built on a solid account management oriented foundation designed to streamline operations and grow client relationships into more revenue. A bit of automation brings all the pieces together quickly to save you time and money.

From ticketing to browsing your service catalog or viewing their IT road-map, working efficiently with customers is where CloudRadial shines. Your customers will finally see your value and now understand how you will help them with new services. This is the IT partnership your customers have been demanding.

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All Plans Include

Streamlined Ticketing

Web and Desktop App

Clients can access your portal through their web browser or a customizable desktop application.

Custom Forms

Ask the questions you want to get all the information you need.

Question Templates

Create common sets of questions to share among client forms.

Ticket Portal

Clients can submit tickets for problems and service requests.

Flexible Routing

Route tickets to any board or queue you need with any setting for statuses, types and more.

Microsoft Teams & Slack

Send selected tickets to Teams or Slack channels for you or your clients.

Ticket Management

Clients can view and comment on their tickets, client management can view all tickets and approve end-user submissions.

Status Workflows

Construct custom ticketing options down to the client level. Status Workflows offer sophisticated options for approvals, routing, and escalation.

Microsoft Flow

Create advanced workflows using Microsoft Flow webhooks or PSA custom fields.

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.

Checklists

Add tasks to any ticket for service consistency.

3rd Party Chat

Integrate your favorite chat application so that your users have easy access just like they do from your website.

Integrated CSAT

Customer satisfaction surveys built-in to the ticketing portal and easily added to outbound PSA emails.

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.

Signature Support

Present terms of service and ask for a signature to streamline ordering of routine items.

Solution Categories

Use CloudRadial's built-in 7 tier approach to solution selling that emphasizes client needs rather than technology or create your own.

Product Catalog

Define and promote the core products your company delivers for client understanding and account manager consistency.

Approval Workflow

Ask company management or a defined list of approvers to approve requested items before you provision or start work.

Automated Client Reporting

Dashboards

Summarize your client information in customizable and easily scalable dashboard views for clients.

Mac Reporting

Integration with Addigy pulls data in from all of your Mac endpoints.

Warranty Reporting

Provide endpoint and server warranty reports with charting. Pulls warranty information directly from Dell and Lenovo or from your PSA.

Infrastructure Reporting

Provide asset information on endpoints, servers, applications and domains with information business owners want to know.

CSAT Reporting

Provide clients with feedback on service performance.

Datto Backup Reporting

Include updated Datto appliance reports including the latest test boot screenshots.

Office 365 Reporting

Present Office 365 licensing, adoption reporting, tenant health and more without requiring access to the Office 365 Admin Center.

Email Breach Reporting

Show clients emails that have been compromised and, where available, MFA protections to prevent issues.

SkyKick Backup Reporting

Includes the ability to provide SkyKick reporting to clients straight from your SkyKick tenant.

MFA Reporting

Deliver MFA reports for Office 365 users where available.

QBR Policy Reporting

Give clients real-time status information on your performance and the business policies that drive their I.T. investments.

Training Reporting

Show client management who has completed your integrated online courses.

Network Reporting

Integration with Auvik presents network and device reports automatically.

Email Report Archive

Send backup and other email reports to an online archive to reduce client email volume and improve compliance.

PDF Summary Reporting

Generate PDF report packages you can use to leave behind supported by online information.

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.

Change Reporting

Automatically show changes to Office 365 licensing and infrastructure.

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.

Sales Matrix

Track all of your core product offerings across clients without any additional effort.

Invoices

Provide clients with a list of their invoices and the ability to download a printable copy.

One-Step Add

Add any problems you spot within your client reports or dashboards to your client's account planner for resolution.

Planner Summary

Report planner items across clients to identity future growth options and activity pipeline.

Quotes

Show quotes and provide access to quote PDFs and quote portal links.

Meeting Tracker

Track meeting history and notes in one consistent place.

CSAT Rankings

Quickly track customer satisfaction by client and by agent and get alerted to issues while problems are still in process.

Agreements

Show active agreement and agreement balances.

Assessments

Gain insights and ensure compliance with fully customizable client-facing assessments that form a record of compliance.

365 Secure Scores

Review client secure scores and details without having to log in to each client's security center.

Payment Portal

Provide one-click access to ConnectBooster or Wise-Pay payment portals.

Client Scoring

Rank clients by your own metrics for project and product usage.

Sales Matrix Spreadsheet View

Empower your clients to run easy-to-read, comprehensive and branded PDF reports on their own with the simple click of a button.

Certificate Management

Manage all of your domain certificates under a unified certificates report. Automatically track expiration dates through a custom policy.

Endpoint Mapping

Offer real-time location visibility to your clients. Display workstations and devices with the endpoint mapping tool.

Integrated Marketing & Communications

Messages

Deliver messages to clients based on company, type of company and/or user role.

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.

Broadcasts

Push broadcast messages through the web or desktop application that can then be shown through messages and daily digests.

Daily Digest

One-click push of messages out to users in a daily digest delivered to users inboxes.

Mailchimp Integration

Update your Mailchimp audience directly from your marketing lists for easy email blasts.

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.

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.

Company Directory

Sync Office 365 and your PSA to create a clean company directory for your client's use.

Bigger Brains

Easily add-on over 100 integrated Bigger Brains courses to deliver a superior training solution.

Knowledge Base

Provide content that reduces client support calls and even link IT Glue documents.

Company Calendar

Clients can share Office 365 calendars easily to their staff with any effort by your team.

Teams Integration

Provide enhanced client portal accessibility with CloudRadial’s Microsoft Teams integration.

Application Launcher

Create client and IT approved links to cloud applications and even local resources.

Office 365 Updates

Provide users with the latest changes to Office 365 straight from the Office 365 message center without admin access.

Quick Starts

Provide a library of PDF guides for common applications. Includes over 25 Office 365 documents.

Enhanced Service Productivity

PSA / Office 365 Sync

Automatically update your PSA contacts from Office 365. Plus, end-users can update their own personal details.

Office 365 Tenants

Get a recap of all of your Office 365 clients in one complete view.

ConnectWise Tab

ConnectWise PSA users have access to a custom CloudRadial tab built into the ConnectWise interface.

Support PIN Capture

Includes prompting users for a custom support PIN so that techs can verify remote user access to support.

Secure Score Reporting

View your tenant's Office 365 secure score settings without having to navigate to each client portal.

Brandable Interface

Custom Log In Screen

Control the title, background and name of the portal your clients access.

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.

Custom Desktop App

Customize the icons and links of the desktop application.

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.