Unified Client Portal (CSA)
Land, onboard, manage, and grow clients with the most powerful MSP client portal
- Put a stop to chaotic email and phone tickets. Receive and resolve tickets faster and more efficiently with automation and smart ticketing workflows.
- Eliminate tedious meeting preparation with automatic reporting that puts accessible and easy-to-understand data at your client's fingertips.
- Deploy a powerful client intranet and customizable dashboards that consolidate your clients and data together in one place, keeping them coming back daily.
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Get the best features for every MSP size: Smart Ticketing, Service Catalog, Workflow Automations, and Automated QBRs
- Pick between CloudRadial CSA or Portal 365 (the lite version designed for small/emerging MSPs)
Portal 365 (CSA Lite)
Get a streamlined version of CSA that still gives you the resources of a larger support team
- Take advantage of our Teams integration, automations, and smart ticketing workflows to get and gather the right ticket information to resolve tickets faster and more efficiently.
- Give your clients self-service options and detailed reporting. Portal 365 will help you stay organized, efficient, and focused on delivering exceptional customer experiences that build trust and loyalty.
- Features include: ticketing portal, service catalog, integrated reporting, CSAT, warranty reporting, and Microsoft 365/PSA sync.
CloudRadial Chat
Get PSA-integrated chat and reduce client interruptions
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Put chat to work to pre-triage tickets, clarify users' IT questions, or transfer to a live person if needed.
- Your techs can easily communicate with clients in Teams, Slack, and Portal 365, or through SMS and/or your website.
CloudRadial DNS
Let clients track employee activity with self-service features
- Save time with fewer tickets. Clients no longer need to submit tickets to make changes, freeing your service desk to focus on other more productive tasks.
- Give clients access control. Admins can access CloudRadial DNS in our CSA product allowing them to tweak policies in real-time.
- Provide real-time client reporting. Admins can see employees' web activity, enabling them to monitor daily usage and accessed websites.
CloudRadial Storefront
Sell more with a curated e-commerce store connected to your PSA products
- Make more money by setting up a Shopify-like storefront so your clients can purchase hardware and software with the click of a button.
- Storefront Starter creates an opportunity in your PSA. Connect your Stripe account to collect money immediately.
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