Centralize vCIO work with modern UX, fast performance, and built in AI.
MSPortal.ai brings goals, roadmaps, budgets, meetings, audits, tickets, and reporting into one place. Ship QBRs up to 10x faster.
< 300ms
Page loads
-80%
QBR build time
RLS + Vault
Tenant isolation
AI assisted
Across modules
Purpose-built for modern MSPs
Every feature designed from the ground up for managed service providers.
Visualize and prioritize work across timelines with intelligent AI recommendations.
Company Overview
Complete visibility into every client relationship
- Snapshot tiles with drill downs for goals, issues, and compliance
- Cross linked to Planner, Goals, Budgets, and Reports
- Server rendered UI for snappy navigation and instant search
Planning & Roadmapping
Strategic technology planning made simple
- Goals to Planner to Budget in one flow
- Kanban and timeline views with drag and drop prioritization
- Auto budget planning based on scheduled work estimates
- Cross client visibility for portfolio management
- Ask AI for insights and recommendations from planning history
Reporting & Analytics
Build QBRs and reports in minutes, not hours
- No code report builder with customizable blocks
- Pre built templates for common MSP reports and QBRs
- Shareable links with clean print styles and export
Ticketing (AI)
Intelligent ticket management with PSA sync
- AI powered summaries, routing, and templates
- Bidirectional sync with Halo and ConnectWise
- Project and opportunity tracking for sales alignment
Calendar & Meetings
Streamline scheduling and meeting management
- Pending calendar mode for internal review before client release
- Public scheduling links per vCIO with guardrails
- Auto book across required roles using company_roles
Surveys & NPS
Measure and improve client satisfaction
- NPS and custom surveys with word map insights
- Automated invites and reminders
- Client health snapshots across your portfolio
Seamless integrations with your existing stack
Halo PSA
ConnectWise
Microsoft 365
Syncro
Autotask
Ready to transform your MSP operations?
Join leading MSPs who trust MSPortal.ai to deliver exceptional client experiences.
Enterprise-grade security with RLS and Vault encryption