Meet Lifecycle Manager

Your Operating System for the Customer Success Era

Go from tech expert to strategic partner with the only customer success platform that helps MSPs protect, plan and grow with their clients.

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What is Lifecycle Manager?

A Single Source of Client Truth

Lifecycle Manager gives you everything you need to guide strategic client conversations
— data, insights, and history — all in one platform, right at your fingertips.

Turn Every Client Into A Growth Opportunity

Protect Clients

Build trust through proactive insight.

Help clients feel confident and cared for with consistent updates, shared visibility, and early action before small issues become big problems.

Plan Strategically

Turn meetings into momentum.

Guide every conversation with tailored roadmaps, segmentation, and reporting that align technology plans to business goals and future opportunities.

Grow Confidently

Drive revenue by making your impact visible.

Track progress, tie results to client goals, and turn trust into expansion so growth becomes the natural outcome of doing great work.

Customer Success Planning, Purpose-Built For MSPs

1. Roadmaps tied to client goals

Prioritized initiatives linked to client goals are easy to edit and collaborate on within visual roadmaps that span up to five years into the future.

2. Unified data from 45+ tools

Clean, real-time data from your PSA, RMM, and other tools is pulled automatically for a complete view of every client’s IT.

3. Client-friendly reports

With a flexible block-based report builder, your entire team can easily create and share visual, color-coded reports for business reviews.

4. Easy, accurate budgeting

Vendor contracts, initiatives, and hardware replacements come together in long-term budgets, instantly generated in table and graphs.

5. User-friendly assessments

With visual templates for assessing improvement areas, it’s easy to help clients understand their IT risks and opportunities.

6. Warranty tracking and procurement

Everything you need to track warranties, source, and purchase replacements is in one place.

Seamless Integrations

One Source of Client Truth, Powered by Your Stack

Lifecycle Manager integrates with your existing tools to pull in key client IT and business data so your entire team works from the same up-to-date view.

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How Lifecycle Manager powered iTech’s move to a strategic, outcome-driven sales process

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“Lifecycle Manager gives us high-level reporting and peace of mind — it’s the foundation for how we plan, budget, and deliver results that matter to our clients.”

Brian Weiss
CEO, Chief AI Officer & Strategic Advisor, ITECH Solutions

Become the Partner Clients Can’t Replace

See how Lifecycle Manager helps MSPs show value, deepen trust,
and grow revenue through every client conversation.

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