Drag & Drop Scheduling
Easily arrange your client's roadmap with drag and drop convenience.
Pricing and Priority
Show item priority and pricing on the list for client presentation.
Organized by Category
Present items by category to make it easy for clients to understand how all of your services work together.
See Sample Category View
Staff & Client Suggestions
Incorporate feedback from technical support staff and clients for review
Central Place for All Suggestions
The Account Planner is your central place for consolidating suggestions from staff and clients.
Mark Items for Discussion
You or your clients can easily add items to a client's roadmap for review during the QBR.
Adding planner items is integrated in every section of CloudRadial to make it easy to add suggestions for infrastructure, policy pages and more.
The Account Planner is your central place for consolidating suggestions from staff and clients
Project Meta Data
Add data to each item to understand your revenue, margin and staffing impact by quarter.
See Sample Edit
Get charts by quarter of key metrics.
Download all client data to create your own spreadsheets and reports. Or, feed your data into dashboards such as Power BI and BrightGauage.