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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Humanize IT serves as a revolutionary platform for communication and QBR acceleration tailored for MSPs, shifting the focus from traditional presentations to structured, interactive client discussions. Utilizing a comprehensive four-step framework, it is enhanced by coaching, ready-to-use templates, automated evaluations, budgeting resources, and customized client dashboards. The platform seamlessly integrates with PSA systems to synchronize opportunities and data, streamlining QBR preparations and saving between 6 to 12 hours for each review while offering insights like client engagement scores, whitespace analysis, and various personas (such as vCIO and CISO) that facilitate significant conversations. By providing weekly coaching sessions and fostering a peer community, MSP teams cultivate strategic selling practices and establish trust-based relationships with clients. Humanize IT not only transforms technical dialogues into value-driven conversations, thereby increasing client retention and upselling success, but also enhances the profitability of MSPs, all within a SOC 2-certified framework that guarantees consistent and reliable service delivery at scale. Ultimately, this innovative approach empowers MSPs to engage more effectively with their clients, fostering long-term partnerships and driving business growth.

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 No 
Auvik No 
BrightGauge No 
Calendly No 
CrewHu No 
Domotz No 
Gravity Forms No 
HubSpot CRM No 
ITBoost No 
Jotform No 
Microsoft Intune No 
Microsoft Power BI No 
NinjaOne No 
QuoteWerks No 
Quoter No 
Rewst No 
ServiceNow No 
Simplesat No 
Wise-Pay No 
Zendesk Chat No 

Integrations

Autotask PSA Yes 
Auvik Yes 
BrightGauge Yes 
Calendly Yes 
CrewHu Yes 
Domotz Yes 
Gravity Forms Yes 
HubSpot CRM Yes 
ITBoost Yes 
Jotform Yes 
Microsoft Intune Yes 
Microsoft Power BI Yes 
NinjaOne Yes 
QuoteWerks Yes 
Quoter Yes 
Rewst Yes 
ServiceNow Yes 
Simplesat Yes 
Wise-Pay Yes 
Zendesk Chat Yes 

Pricing Details

$349 per month
Free Trial No 
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 No 
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 No 
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 No 
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

Humanize IT

Founded

2016

Country

United States

Website

www.humanizeit.biz

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

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 

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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