Give clientsTickets
Standardize tickets, automate compliance, and forecast budgets in one AI-powered portal built by MSP operators.
Everything You Need
0 Modules. One Platform.
From ticketing to compliance to AI reporting - here are some of the highlights. Each module works alone or together, giving your clients a single destination for everything.
Client Ticketing
Stop the email chaos
AI-guided templates that standardize every submission so your techs get the info they need the first time.
- Smart form templates with guided fields
- AI-assisted ticket categorization and routing
- Real-time status tracking for clients
Compliance & Security
Automate what matters
AI-driven compliance requirements, policy management, and security posture tracking in a single pane.
- AI-generated compliance requirements
- Automated policy tracking and alerts
- Client-facing compliance dashboards
Strategic Planning
Plan years ahead
Multi-year technology roadmaps, QBR preparation, and lifecycle tracking that proves your strategic value.
- Multi-year technology roadmaps
- AI-generated QBR reports and summaries
- Hardware lifecycle and EOL tracking
Budgets & Forecasting
Know your numbers
Budget forecasts, approval workflows, and spend tracking that make every QBR a strategic conversation.
- Multi-year budget forecasting
- Approval workflows for planned spend
- Variance tracking and reporting
AI-Powered Reporting
Fully generated reports from your real data
AI pulls from every module - tickets, devices, compliance, budgets, training, and more - to generate complete narrative reports and executive summaries with zero manual effort.
- Full reports generated from cross-module data
- Executive summaries ready for QBRs
- Custom branded PDF exports
Device Management
Every device, one view
Real-time monitoring, warranty tracking, and lifecycle management across every endpoint you manage.
- Live device health monitoring
- Warranty and lifecycle tracking
- Automated device inventory sync
Training
Upskill your clients
Custom training modules, progress tracking, and certificates that turn end-users into security-aware allies.
- 11 essential courses included out of the box
- 280+ additional courses available as an add-on
- Progress tracking and branded certificates
Client Onboarding
Structured onboarding, zero chaos
Build reusable onboarding templates with AI, then launch branded portals that guide each new client through every phase - from discovery to full deployment.
- AI-generated templates from plain language
- Multi-phase workflows with 10 task types
- Branded client portals with progress tracking
Customer Success
See which clients need you most
Automated client health scoring, tool stack alignment tracking, and success indicators that surface at-risk accounts before they churn.
- Tool stack alignment across your client base
- Automated client health ratings
- Client success indicators at a glance
The Platform
Everything Connects
Your data flows between modules so you never copy-paste between tools again. Plan from real data, report on real outcomes.
Link compliance gaps directly to your technology roadmap so nothing falls through the cracks.
Expiring warranties surface in your planner and generate roadmap items for hardware refresh.
Tickets, devices, compliance, budgets, training -all feed into AI-generated executive reports.
Speed & Performance
10x Faster Than Legacy
Your clients shouldn't wait. Every page loads in under 300 milliseconds.
Integrations
Plugs Into Your Stack
Bidirectional sync with the PSA, RMM, and documentation tools you already use.
ConnectWise, Autotask, HaloPSA, Kaseya, Syncro, Hudu, and more.
all in one platform
Ready to Elevate Your Client Experience?
Give clients a modern portal they will actually use. Built by an MSP operator who gets it.
Month-to-month billing • No long-term contracts • Cancel anytime