The First Customer Success Platform for MSPs Is Here

Introducing Lifecycle Manager X 

The MSP industry has come a long way from the early days of break-fix. What started as a reactive, service-driven model has evolved into a more proactive and strategic discipline. As complexity has increased, so have client expectations, and we at Lifecycle Manager have evolved right alongside the industry, helping MSPs automate asset lifecycle management, simplify reporting, and keep client conversations clear and productive. 

Now, the industry is on the edge of another major shift.

Clients want more than reliable IT; they want strategic guidance. They expect their MSP to be a partner in business growth. They want outcomes. 

We're at the beginning of the Customer Success Era.

That's why we're introducing Lifecycle Manager X: the first all-in-one Customer Success Platform, built to help MSPs lead this next chapter with clarity, confidence, and credibility.

With Lifecycle Manager X, you can:

• Know Every Client Inside and Out: Now you've got client hardware, software, goals, and roadmap data centralized in one place.
• Build Roadmaps That Drive Clients Forward:Budgets, timelines, and business goals all connect here.
• Turn Every QBR Into a Strategic Moment: We're helping you bring business-tailored, client-friendly insights to the conversation.
• Deliver Exceptional Client Experiences at Scale: Use shared templates and repeatable workflows so every client gets the same great experience, no matter who’s running the meeting.
• See the Risks Before They Become Regrets: From aging assets to expiring warranties, we surface the risks early so there's no surprises.

ClientIQ

ClientIQ gives you an AI-powered summary of client backstory, pulled from meeting notes, tickets, and public data, to help your team walk into meetings informed and aligned.

• At-a-glance client insights
• Ticket and meeting trends
• Suggested questions and meeting prompts

Assessments

Turn IT reviews into strategic conversations. Use configurable assessments to evaluate risk, score environments, and spotlight areas for improvement. Show progress (and your value) over time.

• Build custom or use preloaded templates
• Score across key categories
• Compare results over time

Goals

Connect strategy to impact. Easily document your client’s business objectives and tie them directly to your initiatives. Now, every recommendation has context (and buy-in).

• Track goals by client
• Set deadlines and status
• Link initiatives to outcomes

Deliverables

Custom reports, without the spreadsheet gymnastics. Lifecycle Manager X includes a flexible report builder that lets you create visual, client-friendly documents in minutes.

• Drag-and-drop blocks
• Pre-built templates
• Red-amber-green insights

Meetings 

Your new strategic command center! Whether it’s a QBR, onboarding session, or quick sync, Meetings helps you (and your entire team) organize and execute with ease.

• Agenda templates
• Shared notes and action items
• Meeting history across all clients

Budgets

Get real about client spending (without making it awkward). Automatically forecast IT spend across hardware replacements, initiatives, vendor contracts, and renewals. Give your clients clarity today and awareness for tomorrow.

• Auto-generated from contracts, asset refresh cycles and recommendations
• Visual budget tables and graphs
• 3-year forecasting
  

Want a closer look? Chat with one of our experts to see how Lifecycle Manager X fits into your workflow.

Book a Demo