by Invarosoft
Simplify your QBR process with the #1 sales focused vCIO platform. Replace your QBR solution with vCIO Hero™. Your intelligent ICT Audit, Recommendations and Roadmap solution. Use the power of Good, Better, Best to improve your sales conversion - every time.
by Humanize IT
Essential Humanize Framework from Humanize IT simplifies client communication for MSPs. It provides a framework to assess, recommend, propose, and roadmap technology solutions, increasing client engagement and upselling opportunities. The platform aims to bridge the gap between MSPs and customers by facilitating conversations rather than presentations.
by Kaseya
myITprocessTM helps you analyze your clients’ technical environments, establish IT standards, track client feedback, and develop custom, strategic roadmaps specific to client needs.
by KloudReadiness
KloudReadiness enables you to understand if your organization is ready to create a new subscription-based line of business today or, if not, learn what you need to do to ensure readiness and success.
by MSP+
Empowering technology leaders, MSP+OS is the confluence of innovation, vision, and unparalleled expertise, guiding businesses from vision to unmatched success in the IT and MSP industry. Services and
by Strategy Overview
Strategy Overview is a vCIO/QBR automation software that standardizes your stack with a clean assessment report, updates your asset warranties, and gives your clients direct access to a fully white labeled portal to manage their digital transformation strategy, IT plan, asset list, managed user list, tickets, Office 365 licenses, billing & more powered by Arya the world's first vCIO agent
by vCIOToolbox
Our platform helps you create and deliver standard QBR materials to all your clients. As a result, using our library of IT Review Checklist templates, we help you map your review to the client contract and create your meeting deliverable quickly and easily. Our client strategy tool helps you get in the mind of your customer and make IT recommendations that supports their organizational goals. Furthermore, the recommendations engine ties proposed solutions to the asset of impact and the business goal or challenge your customer is facing.
by GetInSync Strategic Management
Business-Technology Decision-Making Made Simple with the Easiest vCIO SaaS Platform for SMBs. GetInSync is purpose-built for advanced Managed Service Providers who aim to boost their margins by addressing two interrelated problems for their clients: indecision and the fear of change. The GetInSync SaaS platform creates an environment where MSPs and their clients work together to resolve these issues by engaging in continuous dialogue and tackling complex technology trade-offs. This helps clients overcome their doubts and make confident business decisions.
by ScalePad
ScalePad Lifecycle Insights helps MSPs deliver better QBRs to their Partners. It consolidates data to allow for insightful reporting that presents risk & exposure, and allows for collaboration on TCO budgeting and remediation planning while highlighting how technology can support the client's business goals.
by ScalePad
Lifecycle Manager empowers MSPs to become strategic partners with their clients. It integrates with the most popular RMM and PSA tools to collect and analyze the client data to build long-term technology plans. Then, it helps facilitate the client conversation by generating beautiful client-facing collateral that is easy to understand. With the help of Lifecycle Manager, MSPs can cut down the time it takes to prepare for QBRs, elevate client experience and access new revenue streams.
by MSPwerks
SOPwerks is a cloud platform designed for Managed Service Providers (MSPs) to streamline the creation, management, and distribution of Standard Operating Procedures (SOPs). With an intuitive onboarding wizard and a robust SOP library, it enables MSPs to standardize processes, improve efficiency, and deliver consistent, high-quality services. SOPwerks also offers a white-labeled customer portal, allowing MSPs to provide their clients with a branded interface for reviewing SOPs, enhancing transparency, and building trust. The platform's customizable templates and centralized updates ensure clients always have access to the most current documentation, driving operational excellence and creating new revenue opportunities. Visit: mspwerks.com.