Average Ratings 4 Ratings
Average Ratings 0 Ratings
Description
All-in-one software transforms the way MSPs provide managed IT services to their customers. HaloPSA empowers you to manage your entire service desk with ITIL-aligned, out-of-the box functionality.
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
Yes
API Access
Has API
No
Integrations
ConnectWise Automate
Yes
Hudu
Yes
Kaseya BMS
Yes
Microsoft 365
Yes
Microsoft Power BI
Yes
NinjaOne
Yes
Salesforce
Yes
TimeZest
Yes
AnyDesk
Yes
FlexPoint
Yes
Integrations
ConnectWise Automate
Yes
Hudu
Yes
Kaseya BMS
Yes
Microsoft 365
Yes
Microsoft Power BI
Yes
NinjaOne
Yes
Salesforce
Yes
TimeZest
Yes
AnyDesk
No
FlexPoint
No
Pricing Details
$35 per user per month
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
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)
Yes
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Halo Service Solutions
Founded
1994
Country
United Kingdom
Website
halopsa.com
Vendor Details
Company Name
Strategy Overview
Country
United States
Website
www.strategyoverview.com
Product Features
MSP
Backup Management
No
Billing & Invoicing
Yes
CRM
Yes
Dashboard
Yes
Help Desk
Yes
Issue Management
Yes
Live Chat
Yes
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
Yes
Remote Access
Yes
Remote Systems Monitoring
No
Scheduling
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
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