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The Next-Gen Client
Portal and Experience:
A Strategic Guide for MSPs

What's Inside:

A step-by-step action plan to audit and transform your client experience
Battle-tested solutions to overcome common portal adoption barriers
Strategies to make your portal indispensable to clients' daily operations
Tips to drive higher margins by selling outcomes instead of technology

Prove how valuable your MSP is to your clients

89% of businesses compete on client experience. CloudRadial's Client Services Automation (CSA) platform ensures that you always win.

Get the complete MSP client success platform, starting at $95/month:

Unified Client Portal with 50+ integrations
PSA-integrated AI Chat
Revenue-generating ecommerce store
Self-service features

CSA-Platform-Screens-1

Ticketing

End the chaos of ticket management via email and phone. Make the ticketing experience better for your team and clients with smart ticketing and automation.

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Reporting

Transparent client reporting puts easy-to-understand data that your clients need right at their fingertips. Eliminate tedious meeting preparation with automatic reporting.

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Account Management

Built-in dashboards, a vCIO planner, and on-demand QBR reporting bring all your data together. Easily create IT roadmaps for every client. Tap into new growth opportunities.

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Land new business

Elevate your professional appearance. Wow, new prospects with an intuitive portal that puts communication first.

Lessen your workload

Get the power of a team of employees with chat and automation for ticketing, communication, and reporting.

End financial issues

With your newfound efficiency, you will save on labor costs, which trickles down to higher margins and profits.

Offer self-service

Clients expect a modern digital experience. Give them self-service access to reports, insights, and account details.

Carl de Prado

CloudRadial is an awesome program that makes my documentation easier. It saves me time and money. Simplifies my client interface. Total win!

Carl de Prado

Founder at A2Z Business IT

★★★★★

Joe Svoboda

MSPs that take the time to dive into and customize CloudRadial will have a leg up on any competition and make their current customers extremely sticky.

Joe Svoboda

The Miller Group

★★★★★

Colin Lee

Going to land a $16k a month client and the tipping point is really the CloudRadial portal with Teams integration, plus the onboarding workflow for new hires.

Colin Lee

CL Technologies

★★★★★

INTEGRATES WITH YOUR GO-TO PSA