UNIFIED CLIENT PORTAL
Does your MSP client portal keep emails out of your inbox?
Get ticket statuses your clients can check themselves. Onboarding that arrives complete and approved. QBRs, reporting and compliance from live data.
All in a white-labeled portal that replaces your PSA portal.
FROM COMMODITY TO STRATEGIC PARTNER
Go beyond your PSA portal's limitations
The Unified Client Portal is the client-facing layer that sits on top of your PSA, carrying your brand, your domain, your service catalog, and proof that you are worth what they pay.
It replaces the portal that came free with your PSA and nothing else changes.
Tickets still flow into your PSA. Your techs keep working exactly where they already work. What changes is what your client sees.
INTEGRATES WITH YOUR GO-TO PSA
9 things your team stops doing manually
Onboarding a new client by hand
It arrives as an email missing half of what you need. Now it arrives as a structured request with sign-off done and on the record. When you're ready, the same request can run itself end to end across every system a new hire touches, with AutomationAI
Explaining how to submit a ticket
You've told them where to click. They still email, call, or text the tech whose number they have. Now they ask in the portal or Chat. Two ways in, both landing in your PSA, on the right board. Add ChatAI, and the conversation interviews the client first, so the ticket arrives ready to work.
Chasing an approval before work can start
Work waits while a yes sits in somebody's inbox. Now the approval happens inside the request, before the work starts.
Answering "what's the status?"
Your team spends its day relaying answers it has already given. Now ticket status, the history, CSAT feedback, and project progress are there without anyone being asked.
Building QBRs and pulling client reports
Reports and QBRs available on demand, generated from live data instead of assembled by hand. Your team pulls them in a click, or the client pulls them at 2am.
Putting the next 12 months into an IT Roadmap
The vCIO planner turns the account plan into a shared, visual roadmap — what's done, what's next, what it costs. Feed it from anywhere in the portal, and let clients add their own requests.
Scoring compliance instead of promising it
Checked daily against the client's actual environment and scored against roughly 550 customizable triggers, so "are we secure?" gets a defensible answer instead of a reassurance.
Making it easy for clients to work with you
The portal runs in a browser, embedded inside Microsoft Teams, or as a branded desktop app in the system tray. Chat reaches them in the same places. You're not asking clients to remember another URL. You're putting yourself one click away in the place they already have open all day.
Winning the sale against the competition
You are in the meeting trying to win the client, describing the experience, and the MSP down the street is describing the same one. Put your portal on the screen and let them see the difference instead.
FROM CHAT TO PSA TICKET
The chat you don't have to babysit
Ask an MSP owner about chat and you usually get the same answer: we're not staffed for it. Fair. Nobody wants another inbox to watch, or a widget that blinks at a tech until somebody answers.
So leave live chat off. It's a switch you turn on, not a requirement. With it off, chat is still the easiest way a client has ever had to ask you for help, and the easiest way to get their request into your PSA.
Chat intake is included in the Unified Client Portal. Live chat is the optional part.
NO QUEUE TO STAFF • NO INBOX TO MONITOR • INCLUDED WITH UCP • UPGRADABLE TO CHATAI
What makes CloudRadial's Unified Client Portal different
Built for Enterprise. Designed for MSPs.
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Open Architecture Platform No vendor lock-in, full control over your solution. |
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Unlimited Customization Flexible assets that adapt to your brand, clients, and expertise. |
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Scalable Performance Grows with your business, handles your largest clients. |
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Complete API Access Integrate with any system, customize any workflow. |
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Enterprise Security The protection your clients expect and deserve. |
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Compliance Visibility Customizable policy triggers keep client standards visible and on track. |
Flexible Assets
Tailor client experiences to your specific business needs with an open API infrastructure that enables unlimited customization.
Automations
Designed to easily connect form engines and RPAs, such as Pia or Rewst, to trigger more complex automations.
AI Integrations
Easily integrate with CloudRadial's ServiceAI and ChatAI to complete the AI-Powered Service Delivery and Client Success Ecosystem.
Azure-hosted with location-appropriate data storage · Isolated database, encrypted at rest · BAA and GDPR Data Processor Agreement on every plan.
Your PSA decides how your team works.
Your portal decides how your clients feel about it.
Who wins
OWNERS
A client-facing experience that makes you hard to replace and easy to sell against.
ACCOUNT MANAGERS
QBRs for the whole book, not the top 20%, without building a deck.
SERVICE DESK MANAGERS
Approvals before work starts, and requests that arrive routed.
TECHNICIANS
Tickets that show up complete, so the first touch is real work.
YOUR CLIENTS
One branded place to see everything you do for them.
