Market with Robin Robins. Retain & Grow MSP Clients with CloudRadial
Growing Sales with Robin Robins?
Exceptional MSP Account Management is the #1 way to Grow Revenues
Your MSP Client Portal Matters!
Don’t leave money on the table with your current PSAs lack of account management tools. Autotask and ConnectWise help make support more efficient but what about your clients?
Manage, grow and retain your MSP clients with CloudRadial’s account automation platform and provide your client one portal to cover every step of their journey – on-boarding, ticketing, reporting, cross-selling, up-selling, QBRs and more.
Watch the video to see how easy it is to differentiate your MSP and provide an exceptional customer experience that grows existing sales.
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All Plans Include
Clients can view and comment on their tickets, client management can view all tickets and approve end-user submissions.
Ask the questions you want to get all the information you need.
Route tickets to any board or queue you need with any setting for statuses, types and more.
Construct custom ticketing options down to the client level. Status Workflows offer sophisticated options for approvals, routing, and escalation.
Add tasks to any ticket for service consistency.
Create common sets of questions to share among client forms.
Microsoft Teams & Slack
Send selected tickets to Teams or Slack channels for you or your clients.
Create advanced workflows using Microsoft Flow webhooks or PSA custom fields.
3rd Party Chat
Integrate your favorite chat application so that your users have easy access just like they do from your website.
Online Service and Product Catalog
Feature the services your provide in an organized way that lets your clients know you do more than just deal with tickets.
Define and promote the core products your company delivers for client understanding and account manager consistency.
Present terms of service and ask for a signature to streamline ordering of routine items.
Ask company management or a defined list of approvers to approve requested items before you provision or start work.
Use CloudRadial's built-in 7 tier approach to solution selling that emphasizes client needs rather than technology or create your own.
Automated Client Reporting
Summarize your client information in customizable and easily scalable dashboard views for clients.
Deliver MFA reports for Office 365 users where available.
Integration with Auvik presents network and device reports automatically.
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.
Integration with Addigy pulls data in from all of your Mac endpoints.
Provide clients with feedback on service performance.
Email Breach Reporting
Show clients emails that have been compromised and, where available, MFA protections to prevent issues.
QBR Policy Reporting
Give clients real-time status information on your performance and the business policies that drive their I.T. investments.
Email Report Archive
Send backup and other email reports to an online archive to reduce client email volume and improve compliance.
Automatically show changes to Office 365 licensing and infrastructure.
Provide endpoint and server warranty reports with charting. Pulls warranty information directly from Dell and Lenovo or from your PSA.
Datto Backup Reporting
Include updated Datto appliance reports including the latest test boot screenshots.
Show client management who has completed your integrated online courses.
PDF Summary Reporting
Generate PDF report packages you can use to leave behind supported by online information.
Identify sales opportunities for out-of-date and EOL software with software reporting. Create planners cards for future discussion.
Improved QBR, vCIO & Account Management
Add any problems you spot within your client reports or dashboards to your client's account planner for resolution.
Track meeting history and notes in one consistent place.
Gain insights and ensure compliance with fully customizable client-facing assessments that form a record of compliance.
Rank clients by your own metrics for project and product usage.
Offer real-time location visibility to your clients. Display workstations and devices with the endpoint mapping tool.
Track all of your core product offerings across clients without any additional effort.
Report planner items across clients to identity future growth options and activity pipeline.
Quickly track customer satisfaction by client and by agent and get alerted to issues while problems are still in process.
365 Secure Scores
Review client secure scores and details without having to log in to each client's security center.
Sales Matrix Spreadsheet View
Quickly generate sales matrix reports from your planner online without downloading spreadsheets or PDFs.
Provide clients with a list of their invoices and the ability to download a printable copy.
Show quotes and provide access to quote PDFs and quote portal links.
Show active agreement and agreement balances.
Provide one-click access to ConnectBooster or Wise-Pay payment portals.
Manage all of your domain certificates under a unified certificates report. Automatically track expiration dates through a custom policy.
Integrated Marketing & Communications
Deliver messages to clients based on company, type of company and/or user role.
One-click push of messages out to users in a daily digest delivered to users inboxes.
Keep up-to-date client marketing lists built from companies and user roles that can be downloaded and used in 3rd party marketing software.
Update your Mailchimp audience directly from your marketing lists for easy email blasts.
Push broadcast messages through the web or desktop application that can then be shown through messages and daily digests.
Increased Client Productivity
Easily add-on over 100 integrated Bigger Brains courses to deliver a superior training solution.
Provide enhanced client portal accessibility with CloudRadial’s Microsoft Teams integration.
Provide a library of PDF guides for common applications. Includes over 25 Office 365 documents.
Create client and IT approved links to cloud applications and even local resources.
Sync Office 365 and your PSA to create a clean company directory for your client's use.
Clients can share Office 365 calendars easily to their staff with any effort by your team.
Office 365 Updates
Provide users with the latest changes to Office 365 straight from the Office 365 message center without admin access.
Enhanced Service Productivity
PSA / Office 365 Sync
Automatically update your PSA contacts from Office 365. Plus, end-users can update their own personal details.
Support PIN Capture
Includes prompting users for a custom support PIN so that techs can verify remote user access to support.
Office 365 Tenants
Get a recap of all of your Office 365 clients in one complete view.
Secure Score Reporting
View your tenant's Office 365 secure score settings without having to navigate to each client portal.
ConnectWise PSA users have access to a custom CloudRadial tab built into the ConnectWise interface.
Custom Log In Screen
Control the title, background and name of the portal your clients access.
Custom Desktop App
Customize the icons and links of the desktop application.
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.
Industry Leading Security
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.