Everything Your MSP Needs
In One Platform
Compliance tracking, AI-powered automation, strategic planning, and client reporting. Built by MSP operators who understand the daily grind.
Everything You Need to Run Your MSP
15 powerful modules designed by MSP operators, for MSP operators. Compliance, planning, reporting, and client engagement in one platform.
Surveys
Measure client satisfaction and gather feedback
- •NPS and custom surveys with word map insights
- •Automated invites and scheduled reminders
- •Portfolio health snapshots across all clients
Goals
Track strategic objectives tied to roadmaps
- •Build from custom surveys
- •Progress tracking with file attachments
- •Link goals directly to planner items and budgets
Planner
Visual roadmaps with smart budgeting
- •Kanban and timeline views with drag-and-drop
- •Goals to Planner to Budget in one flow
- •AI insights from planning history
Budgets
Audit-ready approvals and renewal tracking
- •Approval workflows with version lockdown
- •Auto-populate from scheduled planner items
- •Contract and agreement renewal tracking
Calendar
QBR scheduling with auto-generated agendas
- •Centralized meeting scheduling and management
- •Auto-build agendas from company data
- •Presentation mode for polished client delivery
Microsoft 365
Complete M365 visibility and management
- •Secure Score tracking with remediation tasks
- •License usage monitoring across tenants
- •Domain verification and DNS status
Tickets
AI-powered ticketing with PSA sync
- •AI summaries, routing, and smart templates
- •Bidirectional sync with all major PSAs
- •Modern ticket view your clients will love
Compliance
Track CIS, HIPAA, SOC2 with AI automation
- •Framework-based checks with weighted scoring
- •AI-powered check generation and remediation
- •Client-facing dashboards with real-time status
Training
Client courses with completion tracking
- •11 courses included, 260+ premium available
- •Professional, branded certificates
- •Personalized learning paths per user or role
Devices
Complete asset visibility with RMM sync
- •Bidirectional sync with RMM platforms
- •Device health scoring and lifecycle alerts
- •Hardware inventory with custom fields
Warranty Reporting
Automated warranty lookups for all major vendors
- •HP (Custom Implementation), Dell, Lenovo, Apple & Toshiba
- •Automatic expiration alerts and renewal tracking
- •Warranty status reports for client QBRs
Backup
Complete backup visibility across devices and M365
- •Device and M365 backup status dashboard
- •Exchange, OneDrive, SharePoint & Teams monitoring
- •Storage usage and success/failure tracking
Projects
Client-facing project tracking with health dashboards
- •Sync from ConnectWise, Halo & Autotask with health status tiles
- •Deliverables, milestones, decisions, and weekly status updates
- •AI-generated summaries with client visibility controls
Invoices
Invoice visibility synced from your PSA
- •Automatic invoice sync from ConnectWise
- •Client access to invoice history
- •Payment status and due date tracking
External Resources
Embed any external app in your portal
- •Embed tools like BrightGauge, Power BI, and more
- •Organize external resources by client
- •Quick access to important documentation
Reporting
QBRs in minutes, not hours
- •No-code report builder with customizable blocks
- •Pre-built templates for common MSP reports
- •Shareable links with print styles and export
Settings & Admin
Complete control over your MSP portal
- •User and role management with invitations
- •Custom fields to extend any entity type
- •PSA and RMM integration configuration
Auditing
Track usage and ensure proper setup
- •Audit usage of MSPortal across your team
- •Ensure clients are set up correctly
- •Utilize audit data for KPIs
Security
Enterprise-grade access control
- •SSO-only authentication for enhanced security
- •Role-based access control (RBAC) throughout
- •Unlimited custom roles with granular permissions
Branding
White-label your client portal
- •Custom URL for your branded portal
- •Upload your logo and brand colors
- •Seamless client experience under your brand
Seamless integrations with your existing stack
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