CLOUDRADIAL

Unified Client Portal Starter

The best upgrade from your PSA user portal

Don't settle for an outdated PSA user portal that clients won't use.

Upgrade to CloudRadial Unified Client Portal Starter (formerly Portal 365) and watch efficiency and client satisfaction soar.

Get a client portal that works like a team of employees

CloudRadial Unified Client Portal Starter can significantly lessen your service desk workload by automating many time-consuming tasks related to ticketing, client communication, and reporting.

End the back-and-forth with email and phone tickets

Take advantage of our Teams integration, automations, and smart ticketing workflows to gather the right ticket information from the beginning.

The result? Resolve tickets faster and more efficiently, and keep your clients happy.

Improve customer experience and retention with reporting

Your clients demand transparency, self-service options and detailed reporting.

UCP Starter will help you stay organized, efficient, and focused on delivering exceptional customer experiences that foster trust and loyalty.

Dynamic Forms

Create ticket forms that ask all the right questions right from the beginning. No need for creativity here—plenty of sample tickets are provided.

Routing

Send ticket forms anywhere in your PSA with pre-specified settings and receive notifications through Teams, Slack, and JSON options. Use approval workflows to save even more time.

CSAT

Take advantage of customer satisfaction surveys that are natively integrated into the ticketing portal. Plus, you can add them to existing PSA ticket templates.

M365 Reporting

Present M365 license details, adoption reporting, tenant health, and more - all from the portal without needing to access the M365 Admin Center.

Warranty Reporting

Provide endpoint and server warranty reports. Pull warranty information directly from Dell and Lenovo or from your PSA.

Report Archives

Get credit where credit is due by storing customer-relevant reports in archives. Send reports directly into the archives with a unique email address.

Dashboards

Modernize MSP reporting with automated, real-time dashboard reports. Provide a visual story of your client's IT data that improves their understanding and helps them make important buying decisions.

LMS and Free Training Courses

Create client training courses within CloudRadial's native learning management system (LMS) and track training completion anytime. Plus, you get 40+ Bigger Brains courses free.

Client Intranet

Engage clients and offer maximum value with a customizable intranet that has application bookmarks, a knowledge base, a messaging system, and more to keep clients in the know and coming back daily.