Web and Desktop App
Clients can access your portal through their web browser or a customizable desktop application.
ConnectWise Portal vs CloudRadial
Be as Proactive with Managing and Growing your Clients as you are in Delivering their IT Services
CloudRadial picks up where the ConnectWise PSA leaves off, to help improve every touch-point you have with your MSP clients. From ticketing to quarterly business reviews (QBRs), your customers will be blown away with your efficiency and transparency.
In one single client portal, powered with automation, provide awesome ticketing, transparent IT reports, policies, insights, Office 365, your service catalog and a vCIO planner tool for IT road-maps and budgets. QBRs are essentially prepared for you!
If client satisfaction and retention are important to your MSP, CloudRadial is your replacement for the ConnectWise Portal.
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All Plans Include
Streamlined Ticketing
Custom Forms
Ask the questions you want to get all the information you need.
Question Templates
Create common sets of questions to share among client forms.
Ticket Portal
Clients can submit tickets for problems and service requests.
Flexible Routing
Route tickets to any board or queue you need with any setting for statuses, types and more.
Microsoft Teams & Slack
Send selected tickets to Teams or Slack channels for you or your clients.
Ticket Management
Clients can view and comment on their tickets, client management can view all tickets and approve end-user submissions.
Status Workflows
Construct custom ticketing options down to the client level. Status Workflows offer sophisticated options for approvals, routing, and escalation.
Microsoft Flow
Create advanced workflows using Microsoft Flow webhooks or PSA custom fields.
PSA Integration
Tight integration with ConnectWise and Autotask makes for a seamless add-on. Plus, enhanced capabilities for Zendesk, Freshservice and other email-based ticketing systems.
Checklists
Add tasks to any ticket for service consistency.
3rd Party Chat
Integrate your favorite chat application so that your users have easy access just like they do from your website.
Integrated CSAT
Customer satisfaction surveys built-in to the ticketing portal and easily added to outbound PSA emails.
Online Service and Product Catalog
Service Catalog
Feature the services your provide in an organized way that lets your clients know you do more than just deal with tickets.
Signature Support
Present terms of service and ask for a signature to streamline ordering of routine items.
Solution Categories
Use CloudRadial's built-in 7 tier approach to solution selling that emphasizes client needs rather than technology or create your own.
Product Catalog
Define and promote the core products your company delivers for client understanding and account manager consistency.
Approval Workflow
Ask company management or a defined list of approvers to approve requested items before you provision or start work.
Automated Client Reporting
Dashboards
Summarize your client information in customizable and easily scalable dashboard views for clients.
Mac Reporting
Integration with Addigy pulls data in from all of your Mac endpoints.
Warranty Reporting
Provide endpoint and server warranty reports with charting. Pulls warranty information directly from Dell and Lenovo or from your PSA.
Infrastructure Reporting
Provide asset information on endpoints, servers, applications and domains with information business owners want to know.
CSAT Reporting
Provide clients with feedback on service performance.
Datto Backup Reporting
Include updated Datto appliance reports including the latest test boot screenshots.
Office 365 Reporting
Present Office 365 licensing, adoption reporting, tenant health and more without requiring access to the Office 365 Admin Center.
Email Breach Reporting
Show clients emails that have been compromised and, where available, MFA protections to prevent issues.
SkyKick Backup Reporting
Includes the ability to provide SkyKick reporting to clients straight from your SkyKick tenant.
MFA Reporting
Deliver MFA reports for Office 365 users where available.
QBR Policy Reporting
Give clients real-time status information on your performance and the business policies that drive their I.T. investments.
Training Reporting
Show client management who has completed your integrated online courses.
Network Reporting
Integration with Auvik presents network and device reports automatically.
Email Report Archive
Send backup and other email reports to an online archive to reduce client email volume and improve compliance.
PDF Summary Reporting
Generate PDF report packages you can use to leave behind supported by online information.
Client Reports Presentation
Empower your clients to run easy-to-read, comprehensive and branded PDF reports on their own with the simple click of a button.
Change Reporting
Automatically show changes to Office 365 licensing and infrastructure.
Software Reporting
Identify sales opportunities for out-of-date and EOL software with software reporting. Create planners cards for future discussion.
Improved QBR, vCIO & Account Management
Account Planner
Give your clients a roadmap with the vCIO Account Planner. It gets all of your clients and staff working in the same direction.
Sales Matrix
Track all of your core product offerings across clients without any additional effort.
Invoices
Provide clients with a list of their invoices and the ability to download a printable copy.
One-Step Add
Add any problems you spot within your client reports or dashboards to your client's account planner for resolution.
Planner Summary
Report planner items across clients to identity future growth options and activity pipeline.
Quotes
Show quotes and provide access to quote PDFs and quote portal links.
Meeting Tracker
Track meeting history and notes in one consistent place.
CSAT Rankings
Quickly track customer satisfaction by client and by agent and get alerted to issues while problems are still in process.
Agreements
Show active agreement and agreement balances.
Assessments
Gain insights and ensure compliance with fully customizable client-facing assessments that form a record of compliance.
365 Secure Scores
Review client secure scores and details without having to log in to each client's security center.
Payment Portal
Provide one-click access to ConnectBooster or Wise-Pay payment portals.
Client Scoring
Rank clients by your own metrics for project and product usage.
Sales Matrix Spreadsheet View
Quickly generate sales matrix reports from your planner online without downloading spreadsheets or PDFs.
Certificate Management
Manage all of your domain certificates under a unified certificates report. Automatically track expiration dates through a custom policy.
Endpoint Mapping
Offer real-time location visibility to your clients. Display workstations and devices with the endpoint mapping tool.
Integrated Marketing & Communications
Messages
Deliver messages to clients based on company, type of company and/or user role.
Marketing Lists
Keep up-to-date client marketing lists built from companies and user roles that can be downloaded and used in 3rd party marketing software.
Broadcasts
Push broadcast messages through the web or desktop application that can then be shown through messages and daily digests.
Daily Digest
One-click push of messages out to users in a daily digest delivered to users inboxes.
Mailchimp Integration
Update your Mailchimp audience directly from your marketing lists for easy email blasts.
Increased Client Productivity
Courses
Easy-to-use learning management is built-in so that you and your clients can create and track your own courses.
Company Intranet
Provide a full intranet app for your clients. Clients can add menus, articles, support items and more to their portal to make it their own.
Company Directory
Sync Office 365 and your PSA to create a clean company directory for your client's use.
Bigger Brains
Easily add-on over 100 integrated Bigger Brains courses to deliver a superior training solution.
Knowledge Base
Provide content that reduces client support calls and even link IT Glue documents.
Company Calendar
Clients can share Office 365 calendars easily to their staff with any effort by your team.
Teams Integration
Provide enhanced client portal accessibility with CloudRadial’s Microsoft Teams integration.
Application Launcher
Create client and IT approved links to cloud applications and even local resources.
Office 365 Updates
Provide users with the latest changes to Office 365 straight from the Office 365 message center without admin access.
Quick Starts
Provide a library of PDF guides for common applications. Includes over 25 Office 365 documents.
Enhanced Service Productivity
PSA / Office 365 Sync
Automatically update your PSA contacts from Office 365. Plus, end-users can update their own personal details.
Office 365 Tenants
Get a recap of all of your Office 365 clients in one complete view.
ConnectWise Tab
ConnectWise PSA users have access to a custom CloudRadial tab built into the ConnectWise interface.
Support PIN Capture
Includes prompting users for a custom support PIN so that techs can verify remote user access to support.
Secure Score Reporting
View your tenant's Office 365 secure score settings without having to navigate to each client portal.
Brandable Interface
Custom Log In Screen
Control the title, background and name of the portal your clients access.
Custom Domain URL
Use your own custom URL for links back to your portal.
Custom Email Logo
Add your own logo to outbound client emails.
Custom Desktop App
Customize the icons and links of the desktop application.
Industry Leading Security
Azure Hosting
Built on the security and certification framework of Microsoft Azure. Read More
Isolated Database
Every partner's data is kept in their own database encrypted at rest.
BAA & GDPR
Business Associate and GDPR Data Processor Agreements included with every plan.
Note: User counts based on users synced to CloudRadial from Office 365 or your PSA. Certain features may be limited based on the capabilities of your Office 365, PSA or third-party integrations. For specific questions or detailed information, please contact us.