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You'll learn things like how to add revenue without adding cost, MSP best practices, and how to master client management.

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PRODUCT COMPARISON

TruMethods vs. CloudRadial

MyITProcess vs. CloudRadial Client Portals

CloudRadial’s Client Services Automation (CSA) platform  helps MSPs scale client management with automation, integrations, features, and a client portal.

A vCIO planner, tracked QBRs items, business policies, and a sales matrix are all under the hood of CloudRadial to make building IT Roadmaps a scaleable, repeatable process. 

TruMethod’s MyITProcess is single-purpose MSP vCIO software that builds client roadmaps. But much more is needed to help you access larger budget dollars.

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How to scale your MSP with CloudRadial

Scale the vCIO Process

Client data is typically scattered in multiple systems, and hours are spent analyzing and organizing into a report. 

Leverage CloudRadial's automation, vCIO planner, tracked QBR items, business policies, and your existing tools to easily build IT roadmaps, strategies, and budgets.

Kill QBR prep

CloudRadial has revolutionized the QBR process by pushing client data, detail, insights and reporting into a dashboard that clients can access at any time. 

Spend face-to-face time to managing outcomes that your clients desire.

Scale the Assessment Process

CloudRadial’s assessment module helps MSPs make IT assessments consistent, scalable and client-facing if needed –  across all clients.

Keep track of your MSP IT Standards, Industry Standards, External Regulations and your client’s internal IT Standards.  

Build Trust with Self Service

CloudRadial's CSA builds trust and showcases MSP value with transparent reports that clients can access at any time.

From infrastructure reporting to Microsoft 365 reporting and more, building customizable insights into what you want to share is easy. 

 

Deliver More than IT Roadmaps

In addition to streamlining IT Roadmaps and vCIO planning, CloudRadial's CSA delivers the ultimate client experience by integrating all client touchpoints into one client-facing, white-labeled portal. 

 

 

Get More Budget From Clients

CloudRadial's CSA is the only platform that can evolve your relationship as an MSP into a vCIO role—by moving you to your client's growth budget to manage outcomes, not just the essentials. 

 

Watch how CloudRadial can transform your MSP

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A Quick Look at Portal 365
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Deep Dive of CloudRadial CSA
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CloudRadial Chat Overview

30-day money back guarantee

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What Our Customers Say

Carl de Prado
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
Joe Svoboda
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
Colin Lee
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
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