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features
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support

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Description

Show your clients what a modern MSP looks like. One white-labeled client portal that is powered with automation can provide Ticketing and Service Catalog, Reporting as well as Client Training and Client Communication. Fully integrated with Office 365 and ConnectWise, Autotask Syncro, Syncro, or BMS. All client touch points can be managed from one secure and integrated platform. You can create a seamless client experience, from ticketing to account administration. Your service catalog should be displayed to make it easy for clients to use and buy from your MSP. Clients' information and your information to fix it are often different. CloudRadial offers fully customizable intake questions and ticket triaging. To get the information you need and get it to where it is needed. You must give your client a reason to use the client portal to request services from you.

Description

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Autotask PSA Yes 
Auvik Yes 
BrightGauge Yes 
ConnectBooster Yes 
Domotz Yes 
Hudu Yes 
IT Glue Yes 
Kaseya BMS Yes 
Microsoft 365 Yes 
QuoteWerks Yes 
Syncro Yes 
Wise-Pay Yes 
Zendesk Chat Yes 
Bigger Brains Yes 
Datto Workplace Yes 
Jotform No 
LiveChat No 
SmileBack No 
TimeZest No 
Zendesk No 

Integrations

Autotask PSA Yes 
Auvik Yes 
BrightGauge Yes 
ConnectBooster Yes 
Domotz Yes 
Hudu Yes 
IT Glue Yes 
Kaseya BMS Yes 
Microsoft 365 Yes 
QuoteWerks Yes 
Syncro Yes 
Wise-Pay Yes 
Zendesk Chat Yes 
Bigger Brains No 
Datto Workplace No 
Jotform Yes 
LiveChat Yes 
SmileBack Yes 
TimeZest Yes 
Zendesk Yes 

Pricing Details

$195 per month
for up to 500 users. Larger plans available.
Free Trial Yes 
Free Version No 

Pricing Details

$60 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Azurative

Founded

2018

Country

United States

Website

www.cloudradial.com

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Product Features

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management No 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management No 
Live Chat No 
Multi-Channel Communication No 
Multiple Brands / Products Yes 
Network Monitoring No 
Real-time Chat No 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

MSP

Backup Management Yes 
Billing & Invoicing Yes 
CRM No 
Dashboard Yes 
Help Desk Yes 
Issue Management Yes 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management Yes 
Remote Access No 
Remote Systems Monitoring No 
Scheduling Yes 

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

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