| Ticketing Features | |
|---|---|
| What's included | |
| Client Portal Provide a clean, modern, and flexible ticketing interface and let clients submit problem reports and service requests as well as see their ticket history. |
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| PSA Connection Benefit from a direct API connection to top PSA tools that allow you to create and display tickets within your portal. |
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| Desktop & Teams App (Customizable) Customize your Microsoft Teams application with your own name, logo, description, color profile, and much more. |
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| 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. |
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| Service Catalog Present customers with a visually appealing and easy-to-use menu system that they can use to onboard/offboard users, order equipment, and much more. |
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| Question Templates Create system-wide sets of questions that you can quickly re-use for tickets and forms throughout the platform, making tickets easier to build |
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| Dynamic Forms Build ticket forms that contain all of the questions you need to ask from the get-go. No creativity is needed here - tons of sample tickets are included. |
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| Custom Domain URL Look professional with a custom domain via CNAME mapping to fully white label your portal experience. |
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| Routing Route tickets to any board or queue you need with any appropriate statuses, types, and more. |
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| Checklists Add structured tasks to any ticket that appear in the PSA as to-dos for reliable service delivery consistency. |
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| Signature Required Present terms of service and request customer signatures within tickets to streamline the ordering of goods and services. |
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| Status Workflows Construct custom ticketing options down to the client level. Status Workflows offer sophisticated options for ticket approvals, routing, and escalation. |
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| Approval Workflows Establish key approval workflows from either user roles or a defined list of approvers to approve requested items before you provision or start work. |
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| Power Automate Create advanced workflows from CloudRadial tickets to Microsoft's Power Automate platform. Automate license provisioning, alert triggers, and more. |
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| Slack & Teams Notification Send select tickets directly to Slack or Teams channels for you or your clients to modernize your ticket communications. |
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| JSON Webhooks Create advanced workflows from CloudRadial tickets to any JSON webhook-accepting application (like Zapier). Let your automation creativity go wild. |
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| Support PIN Capture Prompt your users for a custom support PIN so that technicians can cross-verify users and securely provide remote user assistance. |
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| Broadcast Messages & Banner Notifications Push important customer-facing messages through the web or desktop applications. The desktop applications will trigger a native pop-up from the system tray. |
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| Banner Notifications Inform clients of outages, updates, and general information with easy-to-read banner notifications that can be placed in key sections of the portal. |
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
Try Portal 365 for only $95/month
30-day money back guarantee
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