Get a client portal that is like having a team of employees working for you
As an emerging MSP, your nights are filled with worries. Losing a single client could have a devastating impact. Don’t let the stress of financial uncertainty, overwhelming workload, or constant juggling keep you up at night.
Portal 365 can significantly lessen your workload and stress levels by automating many time-consuming tasks related to ticketing, client communication, and reporting.
Solutions to reduce your stress
Put a stop to chaotic email and phone tickets
Take advantage of Teams integration, automations, and smart ticketing workflows to get and gather the right ticket information to resolve tickets faster and more efficiently.
Popular Features
Dynamic Forms
Create ticket forms that ask all the right questions right from the beginning. No need for creativity here—plenty of sample tickets are provided.
Routing
Send ticket forms anywhere in your PSA with pre-specified settings and receive notifications through Teams, Slack, and JSON options. Use approval workflows to save even more time.
CSAT
Take advantage of customer satisfaction surveys that are natively integrated into the ticketing portal. Plus, you can add them to existing PSA ticket templates.
Improve customer experience and retention with reporting
As your MSP grows, your clients increasingly demand transparency, self-service options and detailed reporting. Portal 365 will help you stay organized, efficient, and focused on delivering exceptional customer experiences that build trust and loyalty.
Popular Features
M365 Reporting
Present M365 license details, adoption reporting, tenant health, and more - all from the portal without needing to access the M365 Admin Center.
Warranty Reporting
Provide endpoint and server warranty reports. Pull warranty information directly from Dell and Lenovo or from your PSA.
Report Archives
Get credit where credit is due by storing customer-relevant reports in archives. Send reports directly into the archives with a unique email address.
Land new clients
Appear impressive and professional. Highlight your branded client portal during sales calls. Wow prospects with your transparency and dedication to prioritizing client communication.
Dashboards
Modernize MSP reporting with automated, real-time dashboard reports. Provide a visual story of your client's IT data that improves their understanding and helps them make important buying decisions.
LMS and Free Training Courses
Create client training courses within CloudRadial's native learning management system (LMS) and track training completion anytime. Plus, you get 40+ Bigger Brains courses free.
Client Intranet
Engage clients and offer maximum value with a customizable intranet that has application bookmarks, a knowledge base, a messaging system, and more to keep clients in the know and coming back daily.
Portal 365 Pricing
Upgrade your PSA's portal with something you and your clients will love. Get better ticketing, CSAT, 365 integration, reporting, and more.
$95/mo
FREE SETUP
UP TO 500 USERS
Additional users require an upgrade to CSA Professional or CSA Enterprise.
INCLUDES
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ConnectWise, Autotask, Halo, Kaseya BMS, Syncro PSA, or Email Support
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Office 365 Integration
- Bigger Brains Training Courses
- Custom Portal Domain
- Multilingual Support
- Web App, Native Desktop App, and Microsoft Teams App
- Full access to the CloudRadial Academy for training and setup.
Add PSA-integrated Chat for just $95/month
What Our Customers Say
CloudRadial is an awesome program that makes my documentation easier. It saves me time and money. Simplifies my client interface. Total win!
Carl de Prado
Founder at A2Z Business IT
MSPs that take the time to dive into and customize CloudRadial will have a leg up on any competition and make their current customers extremely sticky.
Joe Svoboda
The Miller Group
Going to land a $16k a month client and the tipping point is really the CloudRadial portal with Teams integration, plus the onboarding workflow for new hires.
Colin Lee
CL Technologies
INTEGRATES WITH YOUR GO-TO PSA
Get started today!
With no onboarding fee, you can download CloudRadial Portal 365 and get started now.