FOR MSPS ON CONNECTWISE - AUTOTASK - HALOPSA - KASEYA BMS - SYNCRO
Your clients deserve more than a basic PSA portal
CloudRadial's Unified Client Portal goes beyond just ticketing to deliver the enterprise client experience your clients expect.
CSAT, QBRs, VCIO planning, training, and IT transparency: on top of your PSA, not in place of it.
What UCP gives you that your PSA portal can't
A Sales Differentiator
White-labeled to your MSP. Walk into prospect pitches with a portal that wins close rates against MSPs sending tickets to a PSA.
QBRs at Scale
vCIO planner, on-demand QBRs, and infrastructure reporting your clients can self-serve 24/7. Stop running QBRs for only your top 20% of clients.
The Client Experience Layer
CSAT scoring, client training, service catalog, asset visibility. The features your enterprise clients are asking for - and your PSA portal doesn't have.
Trusted by 1000+ MSPs on the following PSAs
Your PSA portal handles tickets.
It doesn't handle the rest.
UCP isn't a replacement for your PSA. It's the client experience layer your PSA was never built to deliver - the portal where your clients see your expertise, and your salespeople walk into demos with.
The portal is your sales closer
When prospects evaluate MSPs, they're evaluating your delivery model. A modern, white-labeled portal, with your branding, your e-commerce store, your QBR engine - does sales work that no pitch deck can match.
Show enterprise clients the portal that shows your commitment to communication, not the portal your PSA gives them by default.
White-labeled to your MSP. Custom domains. Service catalog with Shopify ordering. Your brand, your terms, your value.
Every client gets a QBR, not just your top 20%
If you're only running QBRs for your largest clients, the other 80% are getting silence, and silence leads to churn.
CloudRadial UCP automates QBR delivery: vCIO roadmaps, infrastructure reporting, M365 secure scores, and training completions. Every client sees the value of working with you in real time, without your team manually building presentation decks.
vCIO Planner shows clients a 12-month IT Road map, 24/7. On-demand QBRs generate themselves from live data. Assessments and compliance dashboards built in.
The client experience layer your PSA portal forgot
CSAT built in. A learning management system (LMS) with 20+ free training courses. Real-time asset visibility. Microsoft secure scores.
PSA integrated chat. Self-service ticket statuses. Your clients get the modern SaaS experience they expect, and you get the loyalty data to prove your value at renewal time.
Integrated CSAT. Built-in LMS with Bigger Brains content. Live infrastructure reporting on endpoints, servers, M365, and more.
Unified Client Portal FAQ
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Does this replace my PSA?
No, CloudRadial UCP sits on top of your existing PSA - ConnectWise, Autotask, HaloPSA, Kaseya BMS and Syncro
Tickets created in UCP or in the PSA integrated Chat function land in your PSA. Updates both ways. Your team keeps working in the PSA they already know.
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How long does setup take?
There are set up steps inside the portal tenant that are self-service. That includes connecting your PSA, setting up branding, importing clients, etc. We also have Jumpstart, which are sessions with our success team to help you solve specific issues and dig deep into features that will make you more efficient.
Most MSPs are ready to roll with clients within 30 days
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What's the difference between Starter, Professional, and Enterprise?
Starter ($145/mo) is for landing your first clients. Up to 500 users. This is a scaled-down version but has strong account management features. Native PSA integration, ticketing portal, chat starter, and storefront starter.
Professional ($295/mo + per user) is where most CloudRadial MSPs live. This adds the vCIO planner, sales matrix, assessments, compliance policies, drag and drop automations, on-demand QBRs, and more.
Enterprise ($795/mo + per user) is for our high-volume MSPs. Typically 50+ clients. This adds unlimited permission roles, automations, and advanced analytics.
Do a deep dive here for tier comparisons:
https://www.cloudradial.com/features/unified-client-portal-comparisons
Our pricing page outlines the differences also: https://www.cloudradial.com/pricing -
How does the 30-day money-back guarantee work?
It's easy. If UCP doesn't work for your MSP within the first 30 days, we'll refund your subscription and Jumpstart fee. No hassle, no friction.
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Do you have bundled pricing?
Your PSA portal is a churn risk.
UCP is built for retention.
Tell us your growth obstacles and client management pains.
We'll show you what UCP looks like deployed for an MSP that wants to scale service and client success.
Let's chat and see if UCP is a fit for your MSP.
