Automated Client Onboarding and Offboarding for MSPs: A Repeatable Process from Request to Done
The short answer The reliable way to run client onboarding and offboarding is to standardize four things before automation runs anything: how the...
Get everything you need for the ultimate client experience
Enterprise-grade infrastructure with the flexibility MSPs demand
Perfectly tailored AI that knows your specific MSP
Build your own Shopify-like store with your PSA products & distributors
Have clients to submit tickets directly to your PSA, freeing up your team's time
Pre-triage and route tickets correctly with the help of AI
Everything you need to start automating, no code required.
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One form for every client. Customizable questions, dynamically displayed.
Learn MoreOffer clients a library of job-specific training and workplace skills
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Learn MoreGet the updates that matter most: what's shipped, what's improved, and what's on the horizon. No fluff, just what's new.
Our new October release features numerous UI improvements to keep the product current with Microsoft’s evolving fluent design standards. Our goal is to make using CloudRadial as intuitive as possible by making it similar to other Office 365 applications.
Note, as of this release, the Azure theme has been discontinued to better focus efforts on the remaining themes.
Beyond cosmetic updates, the release adds several requested features:
We’ve also laid the foundations for future updates including:
In addition to these enhancements, we have continued fixing bugs and resolving edge cases of usage.
The short answer The reliable way to run client onboarding and offboarding is to standardize four things before automation runs anything: how the...
Most MSPs don't have a client portal problem. They have a portal adoption problem. The software gets bought, branded, and switched on, and then...
The best white-label client portal for an MSP is not the one with the most features or the slickest logo placement. It is the one your clients...