Deliver Insight
Being an MSP is about helping lead from the boardroom, not just report from the server room. Deliver insights that make a difference to your clients' business.
Kill the QBR with Automation
Ditch QBR prep. With automated QBRs, your clients can access the information they need using self-service.
Use your freed-up time to focus on the outcomes your customers want—not just the essentials they need.
Use the Sales Matrix to get an overview of all your clients' needs
It's more than a spreadsheet — the CloudRadial sales matrix helps you quickly visualize planner card placement across all clients at all times.
vCIO Account Planner
Give your clients a roadmap of what you’ll do and when, what you’ve done, and what you can do for them with a vCIO Planner.
Client Scoring
Some of your best sales opportunities lie with the clients you already have. Use the client scoring feature to see where the opportunities are.
Endpoints
Quickly find endpoint and server data in the portal
Client IT Roadmap
Collaborate, plan, and budget your clients’ technology needs
Dashboards
Give your clients the big picture for compliance, cybersecurity, and more
Policy Reporting
Instantly find exceptions and add them to your clients’ vCIO planner