Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Autotask PSA
No
Auvik
No
BrightGauge
No
Calendly
No
CrewHu
No
Domotz
No
Gravity Forms
No
HubSpot CRM
No
ITBoost
No
Jotform
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
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