PART OF THE CLOUDRADIAL PLATFORM

The MSP Client Portal
That Automates

Built as an IT hub, the client-facing presentation layer of the platform gives your clients one place to check ticket statuses, QBRs and reports, roadmaps, assessments, training and compliance, so they see you're worth it.

Behind it, your team gets a platform that triages, resolves, and automates the work end-to-end, so they spend their time on clients, not tickets.

BOOK A WALKTHROUGH

FROM COMMODITY TO STRATEGIC PARTNER

Your PSA portal can't finish work. CloudRadial can.

We started as the client portal.

Now we automate the work behind it, so your team gets time back for clients, and your clients see a partner, not a ticket queue.

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 FINISHED WORK

The chat you don't have to babysit

Most clients prefer chat. So meet them there: Inside Teams, Slack, your portal or web.

AI interviews the client, flags what’s urgent, and sends a workable ticket to your PSA. From there, the platform triages, resolves, and automates the work, and every status update lands in your portal. No one has to sit and watch a chat window.

Live chat is a switch, not a requirement. Turn it on when you want a tech in the conversation, and leave it off when you don't.

NO QUEUE TO STAFF • NO INBOX TO MONITOR • COMPLETE TICKETS IN YOUR PSA

Open Architecture Platform

No vendor lock-in, full control over your solution.

Unlimited Customization

Flexible assets that adapt to your brand, clients, and expertise.

Scalable Performance

Grows with your business, handles your largest clients.

Complete API Access

Integrate with any system, customize any workflow.

Enterprise Security

The protection your clients expect and deserve.

Compliance Visibility

Customizable policy triggers keep client standards visible and on track.

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.

INTEGRATES WITH YOUR GO-TO PSA

End-to-End Automation

AI Triage and Assisted Resolution

Unified Client Portal

AI-Powered Service Delivery and Client Success Platform

Core Products

End-to-End Automation

AI Triage and Assisted Resolution

Unified Client Portal

ChatAI

Storefront

Resources Center

Education

Onboarding

Support

Community & Events