Alternatives to Invarosoft

The all-in-one IT management platform, powered by Action AI™ Atera is the all-in-one IT management platform that combines RMM, Helpdesk, and ticketing with AI to boost organizational efficiency at scale. Try Atera Free Now!

Online service desk software that is best in class. ServiceDesk Plus Cloud is the simple-to-use SaaS service management software from ManageEngine, the IT division of Zoho. It will help you offer your customers world-class solutions. The cloud-based IT ticketing platform, used by more than 100,000 IT service desks around the world, makes it easy to track and manage IT tickets, resolve issues quicker, and ensure end-user satisfaction. With out-of-the-box ITIL workflows, you can manage the entire life cycle of IT issues, problems, and projects. You can create support SLAs, set escalation levels and ensure compliance. Automate ticket dispatch, categorization and classification based on predefined business rules. Set up notifications and alerts to ensure timely ticket resolution. Your users will have more control and reduce walk-ins. Allow end users to access IT services via your service catalog and self-service portal. Allow users to create and track tickets, and search for solutions.

A platform for managing Omni-channel Experiences. You can do more than just survey. Power-up your experience management programs. All touch points can have an omnichannel experience. All data in one location. You can customize and share email surveys to increase open-rates. You can customize the subject, body, or share from an email address you choose. White-label your emails, and share. For feedback, share a QR code that can be scannable. Share the code with respondents. Respondents can scan the code to access the survey and take it. Generate multiple unique survey links for sharing surveys. These links can be tracked and used to measure survey performance. You can white-label your survey by using Custom Domain. You can embed surveys to engage customers and visitors on your website. You can embed the survey as a popup card, chatbot on your website, or inline embed. Our mobile SDK allows you to quickly create surveys and collect actionable information.

Userlane is a digital adoption platform that allows anyone to learn any software in a matter of minutes. Our interactive guidance technology and virtual assistant on-demand provide contextual and tailored support for software users. Our solution is suitable for both employee training and onboarding (enterprise digitization) and customer onboarding (software vendors). Our interactive, step-by-step guides guide users through any browser-based software in real time. This helps them to achieve their goals quickly. Userlane helps customers and employees get onboarded faster, reduces support tickets by up to 75%, and improves productivity and user satisfaction. Our DAP is the perfect solution for companies with distributed workforces who want to automate and scale their support and software training.

vtenext, the first and only All-In-One Customer Relationship Management (CRM) equipped with a BPMN engine and AI algorithms. Avoid departmental silos. They are a productivity killer. Holistic CRMs are a powerful tool that can improve the efficiency of every business area. BPMN Engine This is a natively-integrated tool that, through a graphical interface, allows to automate and digitize any type of business process. It avoids collaborators from doing tasks with low added-value and minimizes time loss and errors. Artificial Intelligence Integrated algorithms can make your organization more efficient and effective through: - automatic tickets, leads classificators Lead generation chatbot Chatbot for internal and external support OCR vtenext automates marketing, pre-sales, sales, customer service, and project management.

ServiceDesk Plus is a web-based, fully-featured ITSM suite that is specifically designed for managed service providers. This all-in one ITSM solution provides comprehensive help desk, service desk and asset management in a multi-tenant architecture that has strong data segregation. This allows service providers to provide services and support to multiple clients through centralized controls.

Splashtop Remote Support is a secure remote support and remote access platform built for IT professionals, help desks, managed service providers, and businesses that need fast and reliable device support across multiple operating systems. The platform enables technicians to remotely access and control Windows, Mac, Linux, iOS, and Android devices through attended and unattended support sessions using session codes or managed device access. Splashtop offers a wide range of remote support features including remote desktop control, in-session chat, voice communication, reboot and reconnect functionality, admin privilege elevation, background system tools, and multi-technician collaboration within the same support session. The platform also includes integrations with leading PSA ticketing and IT service management systems such as Zendesk, Jira, Freshservice, Freshdesk, Spiceworks, and Microsoft Teams to streamline support workflows and improve operational efficiency. Splashtop’s Autonomous Endpoint Management add-on allows organizations to automate patch management, monitor endpoint health, deploy software updates, track hardware and software inventory, and proactively manage vulnerabilities across connected devices. Security is a major focus of the platform, with features including end-to-end encryption, two-factor authentication, endpoint MFA, session audit logging, SOC 2 and SOC 3 certified infrastructure, and compliance with standards such as ISO/IEC 27001 and GDPR. The platform supports flexible licensing models for both remote workers needing access to work computers and IT teams managing large-scale support operations.

With DD Tech, you have the flexibility to manage your ConnectWise and Autotask tickets from any location and on any device of your choice. The platform offers a highly customizable Service Catalog alongside advanced Custom Forms, enabling you to provide prompt and pertinent support to your users right from the first contact. Maintain an open line of communication with your users and continue to deliver outstanding service through DD Chat. Additionally, you can utilize templated emails that permit users to contribute notes to their tickets or initiate conversations with your technicians. From collaborating on tickets with clients to creating interactive service experiences, DeskDirector is designed to fulfill the diverse requirements of your Managed Service Provider (MSP) setup. This comprehensive approach ensures that all aspects of user engagement and service delivery are seamlessly integrated.

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.

Startly revolutionizes IT Service Management (ITSM) and Professional Services Automation (PSA) by combining every essential function into a single, integrated platform. Built specifically for IT service providers, Startly enables users to plan, track, and resolve everything—from incidents to projects—through an intuitive, cloud-based interface. Its Service Management module covers incident tracking, problem resolution, SLA management, and change control, while Project and Resource Management capabilities ensure timely project delivery and optimized utilization. The platform’s Insights and Analytics dashboard provides deep visibility into project health, service performance, and profitability. Startly’s Configuration Management Database (CMDB) helps maintain complete oversight of IT assets and dependencies. With one flat pricing model and a 30-day free trial, it’s built to simplify financial and operational decisions for growing IT teams. Proven metrics show Startly users experience 5x faster staffing, 95% on-budget projects, and 80% quicker delivery times. From helpdesk to financials, Startly is the unified solution that helps IT organizations operate smarter and scale faster.

Your primary goal in this industry is to generate revenue while delivering exceptional IT services. However, many help desk solutions can hinder profitability by overwhelming engineers with unnecessary tasks. N-able MSP Manager™ disrupts this cycle by allowing you to focus on the essential aspects without drowning in trivial details. This software empowers you to deliver value that maintains client loyalty while centralizing all your customer information within a single IT service management platform. Enhance convenience for your clients through a customizable customer portal that reflects your brand. Monitor your business's performance with intuitive dashboards and reports, and efficiently resolve issues on-site using the MSP Manager mobile application. Streamline operations with swift scheduling options and capture vital information through a simplified ticketing process that gets you back to your core work quickly. Every minute an engineer spends on non-billable tasks inflates operational costs, and over time, these expenses can accumulate significantly, affecting your bottom line. By optimizing your workflow with MSP Manager, you can reclaim those lost hours and drive profitability. Ultimately, investing in the right tools can transform your business efficiency and client satisfaction.

HappySat is a feedback collection platform designed specifically for Managed Service Providers (MSPs), effectively simplifying the process of conducting both Customer Satisfaction (CSAT) and Net Promoter Score (NPS) surveys through seamless integration with Professional Services Automation (PSA) tools. The system utilizes a four-smiley-face scale to gather client feedback for everyday tasks, projects, and onboarding processes, while NPS surveys assess overall client satisfaction levels. With real-time reporting and notifications, MSPs can easily celebrate achievements and quickly respond to any negative feedback received. The platform features an embedded survey option that integrates smoothly with leading PSA systems like ConnectWise, Autotask, Kaseya BMS, Halo PSA, Syncro, and RepairShopr, ensuring a rapid setup process and centralizing feedback management within current workflows. HappySat can be employed either as a standalone solution or as part of Invarosoft’s Stack Saver bundles, providing a comprehensive tool for collecting and analyzing client feedback in one convenient platform. Furthermore, this versatility enhances the ability of MSPs to improve their services continually based on the insights gained from client responses.

GestorMSP is an all-encompassing platform for Remote Monitoring & Management (RMM) and IT Service Management (ITSM), specifically designed for Managed Service Providers (MSPs) as well as corporate IT departments. With a unified dashboard, users can oversee and control their clients’ entire IT ecosystem, including Windows, Linux, and macOS devices, servers, virtual machines (such as Hyper-V and Proxmox), Docker and Kubernetes containers, and network devices through SNMP. Among its standout features are: - Real-time monitoring with customizable alerts and structured monitoring profiles - Integrated remote access capabilities (native RDP using WebRTC/P2P) that ensure minimal latency - Automated management of patches and over-the-air (OTA) updates - Comprehensive endpoint antivirus and security measures, complemented by a Security Center dedicated to vulnerability and compliance oversight - Automation of scripts and the capability for bulk software deployment - An extensive ITSM module encompassing tickets, SLAs, CMDB, approval processes, a knowledge base, and workflow automation - Seamless integration with Active Directory, Microsoft 365/Entra ID, and backup solutions like Veeam - A robust multi-tenancy structure that allows it to scale efficiently from small-scale operations to environments managing millions of devices, making it a versatile choice for IT management.

Growth is not always a certainty, which is precisely why we developed Atria, a comprehensive portal for managing Active Directory, Workspace, and Microsoft 365 that enables managed services providers to scale their operations more effectively. Atria equips you with the necessary tools to automate and standardize service delivery, significantly decreasing the volume of helpdesk tickets and escalations while enhancing overall operational efficiency. Whether your goal is to simplify service tickets and tasks, enhance your helpdesk capabilities, or provide customers with self-service options, Atria is the solution that can assist you, ensuring you realize tangible savings in time and resources swiftly. With two decades of expertise in the managed services field, Atria is meticulously crafted to support your business's growth. Unlike most helpdesk tools that function solely as ticketing systems, which gather information before executing tasks, or as workflow systems that merely shuffle tasks among teams, Atria uniquely focuses on optimizing the specific tasks you perform—from user provisioning to license acquisition—effectively streamlining the entire process for maximum efficiency. By leveraging Atria, you can position your business for sustained success in a competitive landscape.

A single platform that enables the curation and sale of all-encompassing IT services. Assemble premium technology offerings equipped with seamless eCommerce, effective order management, and subscription billing solutions. The centralized MSP dashboard, combined with automated provisioning processes, can minimize your deployment times and expenses by as much as 90%. Enhance the customer experience and decrease the number of helpdesk inquiries with our user-friendly self-service dashboard tailored for non-technical users. Encapto’s easy-to-navigate self-service interface integrates various technologies to boost customer satisfaction, lessen support demands, foster customer loyalty, and create effortless upselling possibilities. Allow your customers to manage their own needs while you focus on growing your business. Create a personalized storefront featuring your product catalog, enabling customers to make their own orders. Streamlined order processes facilitate upselling and cross-selling of your offerings, additional features, and exclusive deals, ultimately leading to increased revenue and customer satisfaction.

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.

Spiceworks can be your mission control for all networks you serve with a little knowledge. Spiceworks allows you collect network information from all client sites over secure HTTPS, then consolidate it and manage it all from a single location. After a quick set-up in Spiceworks, each client can have their own user portal to submit helpdesk tickets. All of them will be directed to your central Spiceworks installation. Each client will have their own Active Directory authentication to ensure security. You can also view all your open help tickets from one place, auto-assign tickets based on client, and create detailed reports. IT is always on the move! You can open, close, assign, or respond to help desk tickets from your mobile device with just a few text commands. You can now manage all client requests from anywhere, whether you are at work, lunch, or on the golf course.

Kaseya BMS is a comprehensive PSA platform that modernizes IT service delivery by automating complex workflows and consolidating business processes into one intuitive interface. It features AI-powered service desk capabilities that quickly resolve tickets with smart writing assistance and auto-suggested documentation, boosting technician productivity by 25%. The software also automates billing cycles to eliminate errors and accelerate invoice processing, supporting various billing types including time-tracked, recurring, and project-based invoices. Designed to enhance team collaboration and customer satisfaction, Kaseya BMS integrates seamlessly with existing business tools to ensure a unified, efficient workflow across IT operations.

Neo Agent serves as an advanced AI technician tailored for managed service providers, designed to seamlessly collaborate with the internal team within the PSA. It efficiently reviews tickets, cross-references similar cases, utilizes playbooks and documentation, executes necessary actions, and completes the process. Unlike traditional automation solutions that rely on extensive rule sets or brittle scripts, Neo introduces a fresh approach to automation for MSPs that mimics the capabilities of a human Level 1 technician. This innovative tool accelerates ticket resolution, streamlines PSA and RMM workflows, and ensures that all communications are aligned with the company's branding. Neo is equipped to analyze incoming tickets, engage with users, perform actions on behalf of the team, and manage workflows initiated by recurring tasks such as ticket triage, dispatching, and routine manual operations. Additionally, it offers integration with various systems, including PSA platforms, RMM tools, documentation resources, marketplaces, Microsoft 365, and Azure, enabling it to automate ticket management processes, synchronize client information, and enhance overall operational efficiency. This comprehensive functionality positions Neo as a pivotal asset in optimizing the service desk's performance and improving client satisfaction.

ScalePad Backup Radar offers an automated, cloud-based solution for backup monitoring and reporting, tailored for managed service providers. This tool aggregates backup statuses from over 300 integrations, including primary RMM, PSA, and backup systems, across servers, workstations, virtual machines, and NAS devices, all displayed in a customizable dashboard. It identifies vulnerabilities, facilitates trend analysis, and prioritizes actionable alerts by utilizing an intelligent ticketing system that organizes, appends, and automatically closes notifications to minimize distractions. Additionally, Backup Radar provides customizable, color-coded reports that can be scheduled flexibly and integrated within ScalePad’s Lifecycle Manager for coherent insights for clients. Compliant with SOC 2 Type II and ISO 27001 cybersecurity standards, the platform also features seamless API-driven integrations with PSA ticketing systems, allowing for the automation of incident workflows and the upkeep of compliance. This comprehensive solution is designed to enhance efficiency while ensuring that managed service providers can deliver consistent and reliable backup services.

Acronis Automation is a powerful Professional Services Automation (PSA) solution designed specifically for Managed Service Providers (MSPs) to optimize and streamline their business operations. It includes robust features such as automated billing and invoicing, service desk management, CRM tools, project management, inventory tracking, and KPI reporting. Seamlessly integrating with Acronis' Remote Monitoring and Management (RMM), cybersecurity, and data protection services, it provides a unified platform for managing tickets, automating workflows, and analyzing business performance. This centralized solution reduces manual processes, enhances efficiency, and improves client satisfaction, enabling MSPs to focus on delivering exceptional services and driving growth.

Customer feedback can be analyzed across all channels, from support tickets to reviews. You can combine customer feedback from reviews, surveys, surveys, support tickets and other channels into one repository. Each piece of feedback will be automatically analyzed for sentiment and topics based on your taxonomy. Real-time insight into customer issues and requests to drive tangible improvements in your CX. All your feedback can be gathered in one place using all your favorite tools. Automatically analyze customer feedback, reviews, and support tickets. Prodsight automatically scans all your conversations and identifies the most important topics you should be following. Our AI suggests topics like cancellations, technical issues, and pricing complaints. You can create your own topics to track specific elements and features of your platform. To identify the root causes of issues, drill-down into sub-topics.

An open-source tool for IT service management, documentation, ticketing, and invoicing. Targeted towards Managed Service Providers (MSPs) primarily, the software may also suit the requirements of internal IT teams.

Utilize ContraForce to streamline investigation workflows across multiple tenants, automate the remediation of security incidents, and provide outstanding managed security services. Achieve cost-effectiveness through scalable pricing while ensuring high performance tailored to your operational requirements. Enhance the speed and scale of your current Microsoft security infrastructure with effective workflows, integrated security engineering tools, and advanced multi-tenancy features. Benefit from response automation that adjusts to the context of your business, offering comprehensive protection for your clients from endpoints to the cloud, all without the need for scripting, agents, or coding. Centrally manage various Microsoft Defender and Sentinel customer accounts, along with incidents and cases from other XDR, SIEM, and ticketing systems. Experience a consolidated investigation platform where all your security alerts and data are accessible in one place. With ContraForce, you can seamlessly conduct threat detection, investigations, and response workflows in a unified environment, enhancing the overall efficiency and effectiveness of your security operations.

Seceon’s platform supports more than 250 MSP/MSSP partners and serves approximately 7,000 clients by helping them mitigate risks and optimize their security operations. With the prevalence of cyber attacks and insider threats affecting various sectors, Seceon addresses these challenges by offering a unified interface that provides comprehensive visibility into all attack surfaces, prioritized alerts, and streamlined automation for addressing breaches. This platform also features ongoing compliance posture management and thorough reporting capabilities. The integration of Seceon aiSIEM and aiXDR creates an all-encompassing cybersecurity management solution that not only visualizes and detects ransomware but also neutralizes threats in real-time while enhancing security posture. Furthermore, it supports compliance monitoring and reporting and includes effective policy management tools to ensure robust defense mechanisms are in place. As a result, organizations can stay one step ahead in an increasingly complex cybersecurity landscape.

Vight is an innovative platform that leverages artificial intelligence to enhance conversation intelligence specifically for Managed Service Providers (MSPs). It streamlines the process by automatically recording, transcribing, and summarizing meetings held on Microsoft Teams, Zoom, and business phone calls, thereby removing the need for manual note-taking. The platform generates AI-based summaries, action items, and technical specifics that seamlessly integrate with PSA systems like ConnectWise Manage, HaloPSA, and Autotask. Vight also features an AI-driven knowledge assistant that allows users to effortlessly search through calls, meetings, tickets, and documentation using natural language queries, making information retrieval more intuitive. Other notable functionalities include AI-enhanced virtual agents for front desk and after-hours support, real-time insights into customer interactions, technician verification processes, secure access based on user roles, comprehensive reporting tools, and centralized management options. By utilizing AI automation, Vight significantly enhances documentation practices, boosts technician productivity, improves operational workflows, and elevates overall customer service quality. As a result, MSPs can focus more on strategic initiatives rather than getting bogged down by administrative tasks.

OpenFrame serves as an open-source IT and security solution designed specifically for managed service providers (MSPs) who are ready to stop allocating 30% of their revenue to third-party vendors. This platform integrates endpoint management, security monitoring, and automation, effectively replacing costly software such as ConnectWise, Kaseya, and Datto with proven free and open-source software (FOSS) options. It features AI assistants—Fae for end-users and Mingo for technicians—designed to automate repetitive tasks, thereby lowering labor expenses. The multi-tenant architecture allows for centralized management of all clients through a single interface. Noteworthy functionalities include cohesive endpoint management and security oversight, adaptable workflows enabled by a modular design, AI-driven automation for routine IT processes, and ongoing enhancements through community-led development. MSPs that implement OpenFrame often see a reduction in vendor payments by 20-35%, while their EBITDA can increase significantly from a range of 8-12% to as high as 50-60%. With its foundation built on reliable open-source tools that are already essential to critical global infrastructures, OpenFrame is positioned to empower MSPs to take control of their operations.

Save several hours each week by utilizing automation for your data insights. Quickly address challenging questions, enhance decision-making, and streamline your service operations. Respond promptly to fluctuations in your performance metrics while managing service expenses effectively. Uncover the underlying reasons for service inquiries and proactively reduce future tickets to provide outstanding service. Demonstrate the return on investment of your customer experience efforts and illustrate the significant impact your team has on customer experience. Insights will pinpoint the specific areas where your service can be enhanced. Gain a deeper understanding of the true factors influencing customer satisfaction, team efficiency, and overall costs. Are you prepared to look forward to your work and feel empowered? Insights facilitate more personalized and effective one-on-one coaching and training sessions. This AI-driven insights platform is designed specifically for leaders in customer service. Move away from arbitrary ticket evaluations and concentrate on what truly matters. Unearth chances to enhance your workforce, service protocols, and product offerings while fostering a culture of continuous improvement. Embrace a transformative approach to elevate your service quality and team performance.

AI Autopilot delivers a complete agentic automation environment built to enhance every aspect of managed service operations. Its intelligent AI agents automate ticket intake, classify issues, determine priority, and instantly route requests to the right technicians. MSPs can benefit from automatic workload balancing, escalation management, and compliance monitoring, all driven by best-practice logic. Seamless integrations with PSA and RMM platforms allow the system to fit naturally into existing IT workflows without disruption. The platform’s ability to create tickets directly from Teams and Slack improves end-user accessibility and reduces friction in support communication. With measurable results like faster resolutions, lower operational costs, and higher client satisfaction, it helps MSPs scale efficiently. AI Autopilot also invests in future-forward AI technologies, including multi-agent orchestration, RAG systems, and advanced RPA triggers. Built for MSPs by MSP professionals, it is engineered to modernize service delivery and strengthen operational intelligence.

UNIFIED vCIO MANAGEMENT PLATFORM. Simplify Technology Business Reviews by integrating vCIO functions, technology alignment strategies, and network documentation into a single platform. Document. Capture your clients' network information within our comprehensive documentation system. Review. Conduct Technology Audits using pre-built templates for efficiency. Present. Share the findings and grant clients access to their personalized QBR dashboard. Features Highlights. Access all necessary tools within one user-friendly solution. vCIO Dashboard. A unified interface offers quick insights into critical aspects of clients' network and security operations. Consolidate data from various sources into an intuitive dashboard. Provide clients with limited access to the information that matters most to them. Technology & Security Review Frameworks. Utilize straightforward QBR frameworks. Benefit from ready-to-use QBR templates that adhere to industry standards such as NIST CSF, ISO27001, PCI, HIPAA, and more. Additionally, our platform ensures that both accountability and transparency are maintained throughout the review process.

SupportLogic is an AI-powered platform designed to improve enterprise support and customer success operations. Its Cognitive AI Cloud processes unstructured data across support channels—like email, chat, and voice—to surface real-time insights around sentiment, urgency, churn risk, and product feedback. These insights drive a suite of AI agents that help with smart case routing, summarization, escalation prevention, coaching, and account health monitoring. The platform integrates directly with CRMs like Salesforce and Zendesk and tools like Slack and Snowflake—amplifying existing systems without disruption. With enterprise-grade security and compliance, SupportLogic helps global teams cut escalations, streamline operations, and improve customer experience.

ScalePad Cognition360 revolutionizes the ticket data from ConnectWise PSA into insightful and predictive business intelligence tailored for managed service providers. It features an extensive array of over 130 interactive reports and benchmarks that reveal underlying insights related to profitability, technician productivity, ticket trends, project outcomes, agreement renewals, and various other aspects. By utilizing a specialized data warehouse for reporting, Cognition360 effectively reduces the load on production systems, facilitating both historical trend examination and "what-if" scenarios. The incorporation of advanced machine learning and AI technology enhances predictive analytics, empowering MSP executives and virtual CIOs to pinpoint capacity issues, uncover hidden cost factors, assess client profitability, and identify operational hurdles, which can lead to a boost in profitability of 10–15%. Furthermore, for users of ConnectWise Manage, the integration process is straightforward, necessitating minimal setup and capitalizing on existing Power BI licenses for easy report visualization and interpretation. This innovative approach not only streamlines reporting but also provides actionable insights that can drive strategic business decisions.

Encompass-CX provides a flexible B2B customer experience management solution designed to gather, evaluate, and interpret all interactions throughout a client's journey to assess customer well-being. By analyzing these interactions, we offer insights into your accounts, products, and services, enabling you to enhance customer engagement and create a unique client experience that goes beyond mere satisfaction. With our cloud-based dashboard, you can gain a comprehensive view of customer data and share it with relevant stakeholders. This approach not only drives revenue growth but also helps identify opportunities for cross-selling, minimizes churn, and transforms at-risk clients into loyal advocates for your brand. It is essential to exceed customer expectations regarding the quality of your products and services. Encompass-CX compiles various post-sale data points, including service metrics, support tickets, onboarding evaluations, and email communications, to deliver a clear understanding of a company’s accounts. Effectively measuring client experiences is an invaluable strategy for fostering growth within any organization, ultimately leading to a more engaged and satisfied customer base. By leveraging these insights, businesses can adapt their strategies to better meet the evolving needs of their clients.

Datto's Autotask Professional Services Automation (PSA) platform stands out as a robust and user-friendly cloud solution that offers a comprehensive overview of an entire business, empowering Managed Service Providers (MSPs) to streamline operations and leverage data insights for enhanced service quality, productivity, and profitability. This innovative PSA tool enables MSPs to optimize every facet of their operations, integrating essential resources necessary for managing a successful services business. With its centralized operations, Autotask PSA enhances understanding through highly customizable dashboards and widgets, facilitating informed decision-making based on real-time data. Additionally, the platform is designed for ease of use, eliminating the need for extensive testing, maintenance, or frequent updates, while boasting a remarkable 99.99% uptime and top-tier security features. Serving as a vital backbone for MSPs, the PSA acts as a single point of reference for business operations, driving efficiency by automating various workflows and processes. In doing so, it not only simplifies management tasks but also empowers MSPs to focus on delivering exceptional service to their clients.

SuperIT is an autonomous AI support agent designed to help IT teams and MSPs resolve tickets instead of simply triaging or summarizing them. The platform installs a specialized RMM agent across devices and combines real-time telemetry with cloud integrations to build a live digital twin of the customer environment. It then compares the current state of systems against learned standards, historical ticket patterns, knowledge base content, and reusable skills to determine how issues should be fixed. SuperIT can act through approved integrations to investigate problems, run diagnostics, resolve incidents, follow up with users, update PSA records, and escalate with full context when human judgment is needed. It connects with tools such as ConnectWise, Autotask, HaloPSA, Microsoft 365, Entra ID, Intune, Defender, Datto, Veeam, NinjaOne, SentinelOne, CrowdStrike, Okta, Google Workspace, and many others. The platform is built with safety controls including read-only pilot modes, permission mirroring, approval workflows, allowlists, blocklists, tenant isolation, end-to-end encryption, and full audit trails. SuperIT is designed to keep humans in control while automating routine support work and improving response consistency. Its learning loop improves the digital twin, support skills, and agent performance after each resolution. SuperIT enables MSPs and internal IT departments to deliver white-glove support around the clock while freeing engineers to focus on higher-value work.

Hello Customer is an end-to-end customer feedback management platform. It allows you to collect, analyse, and respond to customer feedback in real time. You can create customer satisfaction surveys using NPS, CSAT, CES or CES. Our AI engine ISAAC allows you to instantly see where your product is doing well and where it needs improvement.

Thread is the no-code AI Service Desk built specifically for Managed Service Providers (MSPs) who want to modernize operations without adding overhead. It combines conversational AI, triage automation, and unified chat tools into a single platform that connects seamlessly with your PSA systems like ConnectWise, Halo, and Autotask. In just 30 minutes, MSPs can deploy AI agents that automatically handle intake, prioritize tickets, assign categories, and complete time entries. The result: technicians gain back valuable hours, with response times improving up to 5x and resolution times reduced by 78%. Thread’s intuitive inbox interface eliminates refreshes and syncs every ticket, conversation, and update across platforms like Teams, Slack, and Messenger. Its Planner view allows easy scheduling, thread management, and collaboration—all in real time. With agentic triage, you don’t just automate tickets—you deliver smarter, faster service experiences that scale with your business. Designed for modern MSPs, Thread is the ultimate operating system for high-performing service teams.

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies CRM, project management, resource scheduling, time tracking, billing, and financial reporting in a single connected system — purpose-built for consulting, IT services, accounting, engineering, architecture, and marketing firms. Where most PSA tools report on what happened, Accelo's embedded AI predicts what's coming: flagging at-risk projects before deadlines slip, surfacing scheduling conflicts before they hit delivery, and identifying margin erosion before the project closes. The result is fewer surprises, better utilization, and profitability you can actually control. Core capabilities: - Pipeline & CRM — manage leads, proposals, and retainers end-to-end - Project management — milestones, tasks, budgets, and real-time health tracking - Resource scheduling — AI-assisted allocation based on skills, availability, and workload - Time & expense tracking — automatic time capture to close the revenue leakage gap - Invoicing & billing — milestone, time-based, fixed-fee, and retainer billing in one workflow - Reporting & dashboards — real-time financial visibility from pipeline to payment Accelo integrates with the tools professional services teams already use: QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more — eliminating duplicate data entry and fragmented visibility. Industry research shows 42% of professional services firms lose revenue they've already earned. Accelo closes those gaps by connecting every stage of the client lifecycle — so billable hours don't fall through the cracks, scope creep gets caught early, and leaders make decisions on data instead of instinct.

Your clients deserve an enhanced interaction. Zoho CRM Plus serves as a comprehensive customer experience platform that enables you to provide outstanding service to every client throughout their journey, turning them into loyal advocates for your brand. Connect with customers through various channels at every phase of their lifecycle. Achieve the right context across different platforms and receive real-time updates. Streamline discussions among multiple teams within a single conversation thread. A superior customer experience starts with aligning all teams and ensuring that customers remain the focal point of all activities. Zoho CRM Plus integrates your marketing, sales, and support teams, equipping them with essential tools to achieve this goal. Collaborate effectively across all teams by utilizing Zia, Zoho's AI-driven voice assistant, which aids in forecasting business trends, recommending optimal times to reach out to customers, analyzing email and ticket sentiments, and offering insightful business dashboards. With these capabilities, you can not only enhance customer satisfaction but also foster long-lasting relationships that benefit your organization.

Supercharged ITSM. One platform for service, projects, and enterprise integration and automation. Are you struggling to keep up with the volume and repetitive nature of service requests? You can automate routine tasks with supercharged IT service management software and eliminate the need for manual labor. Drive self-service adoption, triage tickets, easily expand to ESM, automatically resolve tickets for user/group management, onboarding/offboarding, name changes, and more with a single click. IT service management (ITSM), systems are rapidly evolving. Download this report to learn about key drivers for top quadrant vendors. This guide will help you in your selection process. To gain a better understanding about ITSM vendor strengths, and emerging requirements, download the Info-Tech 2022 ITSM software Quadrant and Customer Viewpoint report.

Many PSA tools tend to be overly complicated, brimming with features that often necessitate intricate setups by experts before they can be effectively utilized. In contrast, Zest was designed with the belief that a PSA should meet the specific needs of MSP managers and technicians while being operable immediately upon installation. Unlike other systems, Zest is ready to go right out of the box, eliminating the lengthy process of configuration that can take months. This unique approach sets Zest apart, enhancing your MSP's ability to attract and retain clients. With an emphasis on streamlining technicians' workflows and workloads, Zest is the PSA solution that technicians genuinely appreciate using. Keeping clients satisfied is essential for the success of any MSP, and Zest ensures that you have a clear view of the status of every account. Created as a counterpoint to cumbersome and intricate MSP management systems, Zest removes unnecessary customizations, the need for extensive configuration, and the expense of additional staff, providing only the essential tools you require. By simplifying the management process, Zest empowers your team to focus on what truly matters—delivering exceptional service to your clients.

Service.Direct is a flexible Service Management system that is available as a SaaS. It is compatible with ITIL for ITSM, but can also be used in other domains. This SaaS solution supports all service management processes. Service contracts (SLAs) are the driving force of the web application. They determine who, what, and how quickly issues should be addressed. The configurable workflow engine is the heart of the system and handles incidents, service requests, changes, and problems. The system handles incident classification, team assignment, and response/fix time. Customers can access the solution via a self service portal. This allows end users to control their own data and ensures better quality inbound tickets. Service.Direct was developed by the Dutch MSP Acknowledge Benelux B.V. This system is a safe and solid choice for organizations looking to improve service management.

Enhance your customer satisfaction while reducing support expenses by 30% to 50%. With AnswerDash AI, customers can receive intelligent, immediate responses without navigating away from the page. This innovative solution anticipates user inquiries and delivers contextually relevant Q&A tailored to the webpage or customized for individual users. As a result, your clients can find quick answers without the need to submit a ticket or initiate a live chat. By leveraging webpage content and user profiles, you can effectively predict user questions and improve overall engagement.

Helios serves as an AI-centric platform for remote monitoring and management (RMM) and professional services automation (PSA), specifically designed for managed service providers. This comprehensive solution integrates device monitoring, automated self-healing, patch management for both Windows and third-party applications, security monitoring via Microsoft Defender, health checks for Microsoft 365, one-click remote access, customized client portals, and a complete helpdesk system into a single hosted environment. Unlike many tools that merely add AI as an additional feature, Helios is fundamentally constructed around artificial intelligence: AI Ops can respond to straightforward questions about your systems and take action accordingly, foresees potential disk failures several days in advance, and consolidates alerts to ensure that one outage generates only one support ticket. Additionally, its integrated AI Service Desk Agent efficiently triages and responds to incoming emails in mere seconds, enhancing overall operational efficiency and responsiveness.

Proactive management of customer experience is essential for anticipating churn and identifying dissatisfaction to facilitate timely interventions. Cliezen offers a cutting-edge B2B software solution designed to measure client experience and satisfaction in real-time. By deploying concise and dynamic feedback forms to your customers, we equip management with valuable insights into their preferences, needs, and overall experiences. Utilize Cliezen to elevate client satisfaction, improve business performance, and enhance profitability. Evaluating customer satisfaction and experience is vital for maintaining and expanding your company's repeat business. Cliezen is particularly adept at measuring satisfaction levels, identifying the root causes of dissatisfaction, and suggesting improvements to the customer experience. Our advanced AI engine curates from over 350 academically validated questions, tailoring them to fit various industries, respondent roles, and the unique dynamics of B2B relationships, while automating the survey process seamlessly. With Cliezen, you can streamline your feedback collection and access real-time insights continuously throughout the year, enabling proactive measures to elevate your client relationships. This ongoing engagement ensures that your business remains responsive and aligned with client expectations.