Which ScalePad CS plan is right for me?

Start with ScalePad Free to try ScalePad CS with one client. Choose ScalePad CS when you're ready to run customer success across your client portfolio, with full planning, deliverables, budgeting and analytics for every client.

Can I try ScalePad CS for free?

Yes. ScalePad Free includes one ScalePad CS client, 50 SaaS Manager endpoints and ScalePad Copilot. No credit card is required to sign up.

How is ScalePad CS usage counted?

Pricing is based on the number of unique managed clients synced into ScalePad CS. Asset data still powers planning, reporting and QBR workflows, but billing is based on clients.

How is ScalePad CS billed?

ScalePad CS is $15 per client per month, with a 20-client minimum, billed monthly on a 12-month term. There's no platform fee, and you can add clients one at a time.

Can I add other ScalePad products?

Yes. Add ScalePad SaaS Manager for software and AI usage, and ScalePad CS add-ons like Playbooks when your business needs them. Everything connects to the same client records, analytics and QBR reporting.

Is support and training included?

Yes. ScalePad CS includes expert support, training resources and access to the Help Center, so your team can get set up and keep building its customer success practice.

Why use ScalePad CS for customer success?

Customer success needs structure to scale. ScalePad CS gives MSPs one connected workspace to see where each client stands, build plans, run stronger QBRs, track progress and prove the value they deliver.

What is ScalePad Copilot?

ScalePad Copilot is the AI assistant inside ScalePad CS, included on every plan. It summarizes client history, surfaces opportunities and handles repetitive tasks, so your team spends less time on admin and more time on strategy.

ScalePad CS Pricing

Pricing

The Customer Success platform built to manage and grow every client relationship.

ScalePad (Free)

Best for MSPs who want to test and prove the value of customer success for one client, at no cost.

$0/month

One ScalePad CS client, free

One client with roadmaps, budgets, assessments and deliverables in one view
50 ScalePad SaaS Manager endpoints to see real software and AI usage
ScalePad Copilot for faster QBR prep
PSA and RMM sync for asset and risk visibility

ScalePad CS

Recommended

Best for MSPs running customer success across their whole client portfolio, from onboarding to retention and growth.

$25/client

Starting at $250/mo for 10 clients

Assessments, roadmaps, multi-year budgets and client-ready QBR deliverables for every client
Client health, analytics and dashboards in one shared view
Meetings, goals and action items that keep strategic reviews moving
Two-way sync, Unified API, MCP access and Marketplace
ScalePad Copilot for every client
Add SaaS Manager and ScalePad CS add-ons like Playbooks when you need them

Book a Demo

View Product

ScalePad CS is priced per client, with a 20-client minimum. No platform fee. Add clients one at a time. Paid plans require a 12-month contract term.

ScalePad CS grows with you

A platform built to expand with your client base.

When you're ready, add products and add-ons to further scale your business.

Feature

ScalePad (Free)

$0/month

ScalePad CS

$25/client

Management

Hardware and software management

Manage assets, software, warranties and lifecycle status, so refresh planning runs on current client data.

•Limited to 1 client

✓Included

Warranty lifecycle management

Track warranty status before client assets become a surprise risk.

•Warranty status only

✓Included

Integrations

Connect the PSA, RMM and other tools MSPs already use, so client records, assets and planning data stay current.

•Included (one-way sync)

✓Included, with two-way sync

Planning

Roadmaps and initiatives

Turn assessment results, asset data and client priorities into roadmap initiatives your team can deliver.

•Limited to 1 client

✓Included

Vendor contract management

Keep vendor contracts, renewal dates, owners and obligations in one place.

•Limited to 1 client

✓Included

Assessments

Run structured assessments that turn client risk, maturity and opportunity into clear priorities.

•Limited to 1 client

✓Included

Multi-year budgeting

Build technology budgets that connect roadmap priorities to financial planning.

•Limited to 1 client

✓Included

Engagement

Client-ready deliverables

Package roadmaps, budgets, reports and recommendations into polished QBR and executive materials.

•Limited to 1 client

✓Included

Goals and OKRs

Connect client business goals to measurable technology priorities, owners and progress.

•Limited to 1 client

✓Included

Meetings and action items

Capture decisions, next steps and owners so strategic conversations keep moving after the call.

•Limited to 1 client

✓Included

Analytics

Analytics and dashboards

See portfolio trends, client health and planning signals for sharper QBR and renewal conversations.

•Limited to 1 client

✓Included

ScalePad Copilot

Use in-app chat to update roadmaps, complete assessments, manage records and move client planning faster.

✓Included

Platform

Unified API and MCP access

Build on ScalePad CS data and connect it to the tools and AI agents you use.

✓Included

Marketplace

Extend ScalePad CS with connected apps and services.

-—

✓Included

Products and add-ons

ScalePad SaaS Manager

See real desktop, browser and AI usage across every client.

✓50 endpoints included

•$1/endpoint (250-endpoint minimum)

Playbooks

Schedule QBRs, assessments, reviews and follow-up tasks as one repeatable program.

-—

•Add-on, $5/client

Management

Hardware and software management

Manage assets, software, warranties and lifecycle status, so refresh planning runs on current client data.

ScalePad (Free)

•Limited to 1 client

ScalePad CS

✓Included

Warranty lifecycle management

Track warranty status before client assets become a surprise risk.

ScalePad (Free)

•Warranty status only

ScalePad CS

✓Included

Integrations

Connect the PSA, RMM and other tools MSPs already use, so client records, assets and planning data stay current.

ScalePad (Free)

•Included (one-way sync)

ScalePad CS

✓Included, with two-way sync

Planning

Roadmaps and initiatives

Turn assessment results, asset data and client priorities into roadmap initiatives your team can deliver.

ScalePad (Free)

•Limited to 1 client

ScalePad CS

✓Included

Vendor contract management

Keep vendor contracts, renewal dates, owners and obligations in one place.

ScalePad (Free)

•Limited to 1 client

ScalePad CS

✓Included

Assessments

Run structured assessments that turn client risk, maturity and opportunity into clear priorities.

ScalePad (Free)

•Limited to 1 client

ScalePad CS

✓Included

Multi-year budgeting

Build technology budgets that connect roadmap priorities to financial planning.

ScalePad (Free)

•Limited to 1 client

ScalePad CS

✓Included

Engagement

Client-ready deliverables

Package roadmaps, budgets, reports and recommendations into polished QBR and executive materials.

ScalePad (Free)

•Limited to 1 client

ScalePad CS

✓Included

Goals and OKRs

Connect client business goals to measurable technology priorities, owners and progress.

ScalePad (Free)

•Limited to 1 client

ScalePad CS

✓Included

Meetings and action items

Capture decisions, next steps and owners so strategic conversations keep moving after the call.

ScalePad (Free)

•Limited to 1 client

ScalePad CS

✓Included

Analytics

Analytics and dashboards

See portfolio trends, client health and planning signals for sharper QBR and renewal conversations.

ScalePad (Free)

•Limited to 1 client

ScalePad CS

✓Included

ScalePad Copilot

Use in-app chat to update roadmaps, complete assessments, manage records and move client planning faster.

ScalePad (Free)

✓Included

ScalePad CS

✓Included

Platform

Unified API and MCP access

Build on ScalePad CS data and connect it to the tools and AI agents you use.

ScalePad (Free)

✓Included

ScalePad CS

✓Included

Marketplace

Extend ScalePad CS with connected apps and services.

ScalePad (Free)

-—

ScalePad CS

✓Included

Products and add-ons

ScalePad SaaS Manager

See real desktop, browser and AI usage across every client.

ScalePad (Free)

✓50 endpoints included

ScalePad CS

•$1/endpoint (250-endpoint minimum)

Playbooks

Schedule QBRs, assessments, reviews and follow-up tasks as one repeatable program.

ScalePad (Free)

-—

ScalePad CS

•Add-on, $5/client

FAQ

ScalePad CS FAQ

Answers to common questions about ScalePad CS plans, client-based pricing, onboarding and customer success workflows.

Which ScalePad CS plan is right for me?
Start with ScalePad Free to try ScalePad CS with one client. Choose ScalePad CS when you're ready to run customer success across your client portfolio, with full planning, deliverables, budgeting and analytics for every client.
Can I try ScalePad CS for free?
Yes. ScalePad Free includes one ScalePad CS client, 50 SaaS Manager endpoints and ScalePad Copilot. No credit card is required to sign up.
How is ScalePad CS usage counted?
Pricing is based on the number of unique managed clients synced into ScalePad CS. Asset data still powers planning, reporting and QBR workflows, but billing is based on clients.
How is ScalePad CS billed?
ScalePad CS is $15 per client per month, with a 20-client minimum, billed monthly on a 12-month term. There's no platform fee, and you can add clients one at a time.
Can I add other ScalePad products?
Yes. Add ScalePad SaaS Manager for software and AI usage, and ScalePad CS add-ons like Playbooks when your business needs them. Everything connects to the same client records, analytics and QBR reporting.
Is support and training included?
Yes. ScalePad CS includes expert support, training resources and access to the Help Center, so your team can get set up and keep building its customer success practice.
Why use ScalePad CS for customer success?
Customer success needs structure to scale. ScalePad CS gives MSPs one connected workspace to see where each client stands, build plans, run stronger QBRs, track progress and prove the value they deliver.
What is ScalePad Copilot?
ScalePad Copilot is the AI assistant inside ScalePad CS, included on every plan. It summarizes client history, surfaces opportunities and handles repetitive tasks, so your team spends less time on admin and more time on strategy.