Self-Paced Online Academy Training
Access technical setup training for any user on your team to learn how to use the portal - from service form setup to QBR best practices.
CloudRadial Pricing
Everything you need to optimize your service desk, automate account management processes, and mature customer engagement
Starter
Are you just starting your MSP or trying to land your first clients? Get started with the right foundation to build client relationships with our Starter plan.
Only
$95/mo
Users
This plan is only available to up to 100 users and then converts to Professional
INCLUDES
-
Kaseya BMS, Syncro PSA, or Email Support
-
Office 365 Integration
-
Web App, Native Desktop App, and Microsoft Teams App
|
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
Are you a mature MSP needing to manage your customers and internal teams? Get operational efficiency with our Professional Plan.
Starts at
$195/mo
Users
There is no cap on number of users. Additional users beyond 10,000 are $125 per 1000.
PLUS
-
ConnectWise, Autotask PSA, or Halo PSA Integration
-
Custom Portal Domain
-
Vanity Domains for Clients
-
Up to 10 Permission Roles
-
30-Day Logging
-
30-Day Data Recovery
- Multilingual Support
|
|
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
Are you an MSP with a larger staff to coordinate complex client and compliance needs? Get advanced features with our Enterprise Plan.
Starts at
$695/mo
Users
There is no cap on number of users. Additional users beyond 10,000 are $150 per 1000.
PLUS
-
Unlimited Permission Roles
-
Custom Vanity Domains for Clients
-
Advanced Usage Analytics
-
3-Year Logging
-
3-Year Data Recovery
-
Multilingual Support by Client
-
Dedicated Account Manager
-
Proactive Account Planning
-
Priority Support SLA
|
|
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. |
|
|
|
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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. |
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Mac Reporting
Give Mac users some much-needed love and pull their device data either through Addigy or via the CloudRadial Mac agent. |
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Warranty Reporting
Provide endpoint and server warranty reports. Pull warranty information directly from Dell and Lenovo or from your PSA. |
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Training Reports
Deliver detailed reports on training completion of courses within the portal. Choose to report by the individual or by the course. |
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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. |
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SaaS Reporting
Showcase invaluable SaaS application information pulled directly from Augmentt. Display user software history, shadow IT, data leakage, and much more. |
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Automated Sales Matrix
Generate sales matrix reports quickly from your vCIO planner online without parsing through PSA data, downloading spreadsheets, or reading through PDFs. |
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Office 365 Secure Scores
View your connected customer tenant's Office 365 secure score settings without having to navigate to each client portal. |
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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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| Core Features | |||
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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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Fine Print: Definition of a user: A user is either a synced user or an asset management agent. Your invoice will be based on the larger number of users or agents. Example: If you have 500 users and 600 agents, your synced users count will be 600. Pricing adjusts as you add or remove users and/or agents.
CloudRadial Jumpstart
We're here for our partners every step of the way, starting with a dedicated implementation specialist.
$595/one-time
Each new subscription requires a mandatory Jumpstart Implementation that is designed to get your CloudRadial instance deployed and clients engaged within 30 days. We’ll provide the best practices, training, and even a dedicated specialist to make sure you streamline ticketing, reduce account management time and start a proactive process to manage your customers at scale.
Dedicated Implementation Specialist
Stay confident in your Jumpstart with a dedicated specialist that helps answer questions and guide your successful deployment.
White-Labeled Marketing & Sales Materials
Get customizable material to look professional as you present your MSP’s brand-new portal – including emails, flyers, checklists, and more.
Customized Deployment Plan
Focus on deployment without getting lost or overwhelmed with an action plan showing your next steps and current launch status.
Fine Print: Jumpstart must be completed within 60 days of purchase.