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Description
Enhance your productivity daily by utilizing comprehensive reporting and sophisticated search functions. The Client Portal is a user-friendly platform that consolidates all essential information in a single location, allowing you to streamline processes and automate various tasks. By leveraging the Client Portal, you can efficiently retrieve shareholder data and other vital information, significantly improving your workflow. Whether you're generating on-demand reports or tracking live voting outcomes, the Client Portal is designed to simplify your tasks. This versatile tool empowers you to tailor your work approach to suit your needs, providing crucial data, both real-time and historical reports, advanced search and filtering options, as well as client notifications. The ability to access and manage important information efficiently enhances your overall effectiveness, ensuring you remain productive and informed in your endeavors.
Description
Show your clients what a modern MSP looks like. One white-labeled client portal that is powered with automation can provide Ticketing and Service Catalog, Reporting as well as Client Training and Client Communication. Fully integrated with Office 365 and ConnectWise, Autotask Syncro, Syncro, or BMS. All client touch points can be managed from one secure and integrated platform. You can create a seamless client experience, from ticketing to account administration. Your service catalog should be displayed to make it easy for clients to use and buy from your MSP. Clients' information and your information to fix it are often different. CloudRadial offers fully customizable intake questions and ticket triaging. To get the information you need and get it to where it is needed. You must give your client a reason to use the client portal to request services from you.
API Access
Has API
No
API Access
Has API
No
Integrations
Autotask PSA
No
Auvik
No
ConnectBooster
No
ConnectWise PSA
No
Datto RMM
No
Datto Workplace
No
Domotz
No
Hudu
No
IT Glue
No
Kaseya BMS
No
Integrations
Autotask PSA
Yes
Auvik
Yes
ConnectBooster
Yes
ConnectWise PSA
Yes
Datto RMM
Yes
Datto Workplace
Yes
Domotz
Yes
Hudu
Yes
IT Glue
Yes
Kaseya BMS
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$195 per month
for up to 500 users. Larger plans available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Broadridge Financial Solutions
Founded
1987
Country
United States
Website
www.broadridge.com/financial-services/corporate-issuer/issuer/gain-insights-and-uncover-opportunities/client-portal
Vendor Details
Company Name
Azurative
Founded
2018
Country
United States
Website
www.cloudradial.com
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Help Desk
Alerts / Escalation
Yes
Automated Routing
Yes
Community Forums
No
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
Yes
Incident Management
No
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
No
Live Chat
No
Multi-Channel Communication
No
Multiple Brands / Products
Yes
Network Monitoring
No
Real-time Chat
No
Self Service Portal
No
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes
MSP
Backup Management
Yes
Billing & Invoicing
Yes
CRM
No
Dashboard
Yes
Help Desk
Yes
Issue Management
Yes
Live Chat
No
Patch Management
No
Privileged Access Management (PAM)
No
Project Management
Yes
Remote Access
No
Remote Systems Monitoring
No
Scheduling
Yes
Portal
Chat
No
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
