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PORTAL 365

Upgrade your PSA user portal to one your clients actually want to use so you can land more clients and retain your current ones

 

Impress prospects and clients by showing them a portal that surpasses the average PSA portal and makes your MSP sticky

Service-Catalog-2

CloudRadial Portal 365 Features

Ticketing

Put a stop to chaotic email and phone tickets. Receive and resolve tickets faster and more efficiently with automation and smart ticketing workflows.

Reporting

Eliminate tedious meeting preparation with automatic reporting that puts accessible and easy-to-understand data at your client's fingertips. 

Account Management

Deploy a powerful client intranet and customizable dashboards that consolidate your clients and data together in one place, keeping them coming back daily.

Get so much more with Portal 365

See how your PSA user portal compares

Portal 365 ConnectWise Autotask HaloPSA Kaseya BMS Syncro
Functionalities
PSA Connection
Benefit from a direct API connection to top PSA tools that allow you to create and display tickets within your portal.
ConnectWise, Autotask, Halo PSA, Kaseya BMS, Syncro, Email
No external PSA connection
No external PSA connection
No external PSA connection
No external PSA connection
No external PSA connection
Ticketing Forms
Build flexible ticketing forms to meet the individual needs of specific companies.
Very limited
Very limited
CSAT
Take advantage of customer satisfaction surveys that are natively integrated into the ticketing portal.
User Applications
Configure helpful and visual application link libraries to help users navigate to line-of-business apps and more to improve overall usage.
Very Limited
Training
Create engaging and effective training courses directly and track user training completion at any time.
Documentation
Provide content that reduces client support calls and keeps key information centralized. Additionally, link off to third-party documents.
Limited
Assets
Track and display key asset information (endpoints, servers, and software) to users for inventory and critical alignment reporting.
Very limited
Very limited
Very limited
Very limited
Integrations
Integrate valuable third-party reporting data from your tools to prove value and centralize reporting.
50+ integrations available
3 integrations available
4 integrations available
Reporting
Report on the key categories of business in a single location. From M365 to 3rd-party tools visualized by dashboards, PDFs, and in-portal grids.
Financial reports only
Possible with custom SQL engineering
User Sync
Syncs your M365 tenants and your PSA companies together, keeping users reconciled and up-to-date in both systems.
Automatic, daily M365 and PSA contact sync and clean-up
Only PSA contacts synced
Only PSA contacts synced
Only PSA contacts synced
Only PSA contacts synced
Only PSA contacts synced
Branding
Customize your client experience to meet your brand standards and to build mindshare in your client's eyes.
Limited
Limited
Limited
Very limited
Accessibility
Create multiple avenues to your portal that help clients engage with you and make working with you as easy as possible.
Web portal, desktop app, Microsoft Teams app
Web portal only
Web portal only
Web portal only
Web portal only
Web portal only
 

Watch a demo of Portal 365

Ricky Cecchini, VP of Product, shows you a quick overview of how Portal 365 transforms client management.

 

 

30-Day Money Back Guarantee

With our online academy, you'll start winning with clients within a week


GET STARTED TODAY 

What Our Customers Say

Carl de Prado
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
Joe Svoboda
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
Colin Lee
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

Add PSA-integrated chat for an additional $95/mo

INTEGRATES WITH YOUR GO-TO PSA
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Get started today!

With no onboarding fee, you can download CloudRadial Portal 365 and get started now.