Portal 365 | ConnectWise | Autotask | HaloPSA | Kaseya BMS | Syncro | |
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Functionalities | ||||||
PSA Connection Benefit from a direct API connection to top PSA tools that allow you to create and display tickets within your portal. |
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Ticketing Forms Build flexible ticketing forms to meet the individual needs of specific companies. |
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CSAT Take advantage of customer satisfaction surveys that are natively integrated into the ticketing portal. |
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User Applications Configure helpful and visual application link libraries to help users navigate to line-of-business apps and more to improve overall usage. |
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Training Create engaging and effective training courses directly and track user training completion at any time. |
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Documentation Provide content that reduces client support calls and keeps key information centralized. Additionally, link off to third-party documents. |
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Assets Track and display key asset information (endpoints, servers, and software) to users for inventory and critical alignment reporting. |
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Integrations Integrate valuable third-party reporting data from your tools to prove value and centralize reporting. |
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Reporting Report on the key categories of business in a single location. From M365 to 3rd-party tools visualized by dashboards, PDFs, and in-portal grids. |
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User Sync Syncs your M365 tenants and your PSA companies together, keeping users reconciled and up-to-date in both systems. |
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Branding Customize your client experience to meet your brand standards and to build mindshare in your client's eyes. |
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Accessibility Create multiple avenues to your portal that help clients engage with you and make working with you as easy as possible. |
PORTAL 365
Upgrade your PSA user portal to one your clients actually want to use so you can land more clients and retain your current ones
Impress prospects and clients by showing them a portal that surpasses the average PSA portal and makes your MSP sticky
CloudRadial Portal 365 Features
Ticketing
Put a stop to chaotic email and phone tickets. Receive and resolve tickets faster and more efficiently with automation and smart ticketing workflows.
Reporting
Eliminate tedious meeting preparation with automatic reporting that puts accessible and easy-to-understand data at your client's fingertips.
Account Management
Deploy a powerful client intranet and customizable dashboards that consolidate your clients and data together in one place, keeping them coming back daily.
Get so much more with Portal 365
See how your PSA user portal compares
Watch a demo of Portal 365
Ricky Cecchini, VP of Product, shows you a quick overview of how Portal 365 transforms client management.
30-Day Money Back Guarantee
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What Our Customers Say
CloudRadial is an awesome program that makes my documentation easier. It saves me time and money. Simplifies my client interface. Total win!
Carl de Prado
Founder at A2Z Business IT
★★★★★
MSPs that take the time to dive into and customize CloudRadial will have a leg up on any competition and make their current customers extremely sticky.
Joe Svoboda
The Miller Group
★★★★★
Going to land a $16k a month client and the tipping point is really the CloudRadial portal with Teams integration, plus the onboarding workflow for new hires.
Colin Lee
CL Technologies
★★★★★
Add PSA-integrated chat for an additional $95/mo
INTEGRATES WITH YOUR GO-TO PSA
Get started today!
With no onboarding fee, you can download CloudRadial Portal 365 and get started now.