Resources

Join Jeff Farris (President & CEO, CloudRadial) and Derik Belair (Co-founder & CEO, Augmentt) as…

In this video, we cover using custom tokens and how they apply in dynamic scenarios – particularly…

The desktop application puts the power and ease of CloudRadial directly onto your client’s Windows…

Menu items can be customized to suit your client’s specific needs, making it a viable, scalable,…

User access rights can be customized in CloudRadial to create unique users with different…

Broadcasting is a super effective way to get important messages out to your clients with push…

Messaging your clients within CloudRadial is an effective way to reach out to them to share…

Modifying email preferences is an important prerequisite to daily digests and messages that you can…

The communications features of CloudRadial can be a powerful tool to stay up-to-date with your…

The communication tools in CloudRadial can help you stay in touch with your clients and keep them…

The client scoring feature can be fantastic for understanding the value of each client based off…

The meeting function in CloudRadial is a great way to keep your clients up-to-date on your services…

Before going live with CloudRadial, you’ll want to match the branding to that of your own company….

Setting up policies is important because it helps you populate data that you can then use for…

The CloudRadial agent pulls in information that helps your clients get visibility into their…

Question templates are vital part of making your life easy as an MSP. We recommend you start by…

User groups help you organize your clients by type. With them, you can quickly modify the content…

The “edit all” function is an easy way to add multiple clients into feature sets and company groups…

Company groups are an efficient way for you to tag your MSP clients by category, as well as…

In CloudRadial, content distribution powers the building of the MSP Client Portal. …

Building feature sets in CloudRadial is an important step to making the platform your own. In this…

Use CloudRadials’ question template feature to easily define common questions that can be shared…

CloudRadial Feature Sets let you customize your client’s portal and set the features or home page…

Adding clients to CloudRadial from a PSA, such as Autotask or ConnectWise, is easy. Plus gain the…

Ricky Cecchini covers how to create efficient onboarding and offboarding forms for your MSP with…