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Average Ratings 25 Ratings

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ease
features
design
support

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.

Description

Syncro is the integrated business platform for running a profitable MSP. Enjoy PSA, RMM, and remote access in one affordable package. PLUS! Integrations to 50+ MSP and business tools you also love and use amp your efficiency even more. Syncro pricing is refreshingly simple—one flat fee for all PSA, RMM, and remote access features. Unlimited endpoints, no contracts, no minimums.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Domotz
Hudu
IT Glue
Microsoft 365
Quoter
Simplesat
Axis LMS
Calendly
ConnectWise ScreenConnect
CrewHu
HubSpot CRM
Jotform
Microsoft Forms
Microsoft Power BI
Microsoft Teams
Salesforce
ScalePad Lifecycle Insights
Xero
Zendesk Chat
tawk.to

Integrations

Domotz
Hudu
IT Glue
Microsoft 365
Quoter
Simplesat
Axis LMS
Calendly
ConnectWise ScreenConnect
CrewHu
HubSpot CRM
Jotform
Microsoft Forms
Microsoft Power BI
Microsoft Teams
Salesforce
ScalePad Lifecycle Insights
Xero
Zendesk Chat
tawk.to

Pricing Details

$60 per month
Free Trial
Free Version

Pricing Details

$129 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Strategy Overview

Country

United States

Website

www.strategyoverview.com

Vendor Details

Company Name

Syncro

Founded

2013

Country

United States

Website

syncromsp.com

Product Features

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Product Features

Cybersecurity

AI / Machine Learning
Behavioral Analytics
Endpoint Management
IOC Verification
Incident Management
Tokenization
Vulnerability Scanning
Whitelisting / Blacklisting

Endpoint Detection and Response (EDR)

Behavioral Analytics
Blacklisting/Whitelisting
Continuous Monitoring
Malware/Anomaly Detection
Prioritization
Remediation Management
Root Cause Analysis

Endpoint Protection

Activity Log
Antivirus
Application Security
Behavioral Analytics
Device Management
Encryption
Signature Matching
Web Threat Management
Whitelisting / Blacklisting

IT Security

Anti Spam
Anti Virus
Email Attachment Protection
Event Tracking
IP Protection
Internet Usage Monitoring
Intrusion Detection System
Spyware Removal
Two-Factor Authentication
Vulnerability Scanning
Web Threat Management
Web Traffic Reporting

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Network Access Control (NAC)

Authentication
Authorization
Automated Hotfix / Updates
Centralized Policy Management
Dashboard
Device Auto-Provisioning
Device Self-Registration
Posture Assessment
Quarantine / Remediation
Secure Guest Access

Network Security

Access Control
Analytics / Reporting
Compliance Reporting
Firewalls
Internet Usage Monitoring
Intrusion Detection System
Threat Response
VPN
Vulnerability Scanning

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Remote Support

Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

RMM

Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

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