ScalePadScalePad
ScalePad CS

Manage every client. Grow every relationship.

Meet the Customer Success platform built for how MSPs work. Get a complete view of every client, track every commitment, and deliver value they can see for themselves.

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THE OPPORTUNITY

See where clients stand, plan what’s next, and show the outcomes of your work.

No more piecing together client data scattered across your PSA, RMM, spreadsheets, and slide decks. ScalePad CS turns it into roadmaps, budgets, and client-ready reports, so you’re guiding clients forward, not scrambling for insights.

Home

Good evening, Sam.

14 clients · 3 at risk · 14 meetings next 30 days · 124 open tasks

Clients ⓘ

14

Avg DMI ⓘ

522

Pipeline · by stage

$294.8K ⓘ

OpenProposedApprovedIn progressOn hold

Forecast · next 4Q

Upcoming plan value ⓘ

InitiativesContractsIT Debt
$362.1K
$490.4K
$220.8K
$223.1K
2026 Q42027 Q12027 Q22027 Q3

DMI

7 scored clients ⓘ

Poor4
Fair1
Very good1
Excellent1

Needs attention

3 Clients at risk ⓘ

Portfolio

14 clients ⓘ

ClientHealthSegmentPipelineSW latestHW EOL
AAcme Corp546PoorTransform$7.6K72%1
BBrightCo430PoorModernize$5K64%3
NNorthstar Dental811ExcellentModernize$2.7K91%0
SSummit Legal300PoorTransform$2.7K58%5
VVector Manufacturing780Very goodModernize$12K87%1
12,000+
Partners globally
90M+
Assets managed
250K+
QBR hours saved

HOW IT WORKS

All your client data. One connected platform.

ScalePad CS brings asset visibility, risk insights, projects, goals, and more into one connected system. This way, you walk into every client conversation prepared with the right insights—and walk out with approvals and clear next steps. Integrate ScalePad SaaS Manager to uncover shadow IT, monitor AI adoption, and guide smarter client renewals — without adding another standalone tool to their stack.

Acme Corp

Roadmap

7
InitiativesTemplates
7

Total

0

Unscheduled

$29K

One-time

$220K$18K/mo

Recurring

—0 of 7 estimated

Estimated hours

—0 of 7 recorded

Actual hours

Find initiative...
7 initiatives

Q4 2026

2＋···
Draft•  1
AAcme Corp

Cloud Cost Optimization

$2,500/Mo

CD34
In Progress•  1
AAcme Corp

Virtual CISO Security Leadership Engagement

$7,500/Mo

BP51

Q1 2027

2＋···
Draft•  1
AAcme Corp

IT Asset Management Program

$5,000 + $900/Mo

CD34
In Progress•  1
AAcme Corp

Microsoft 365 Productivity Enablement

$3,500 + $1,200/Mo

BP41

Q2 2027

2＋···
Draft•  1
AAcme Corp

Business Continuity & Disaster Recovery Program

$8,000 + $650/Mo

CD62
In Progress•  1
AAcme Corp

Compliance & Risk Readiness

$4,500/Mo

BP42

Q3 2027

1＋···
Draft•  1
AAcme Corp

Workforce Technology Modernization

$12,000 + $1,100/Mo

CD51

01

Know Every Client

Spot opportunities or risks before your clients do. Get complete visibility into hardware, software, and AI usage in one client view, so your team acts on the signal, not the noise.

  • 40+ OEM warranty lookups
  • Software install tracking and reports
  • Marketplace: Out-of-warranty coverage, workstation protection
  • SaaS and AI apps visibility with SaaS Manager
  • 65+ MSP tool integrations

02

Manage Every Client

Deliver the same high standard of service, on time, every time. ScalePad CS ties initiatives to goals, budgets them across quarters, and keeps recurring client work on schedule, no matter who owns the account.

  • Multi-year roadmaps
  • Goals and OKRs
  • Automated 3-year budgets
  • Digital Maturity Index
  • Playbooks

03

Grow Every Client

Prove your value and expand client relationships. Walk into every QBR prepared, with polished deliverables built from up-to-date data. Easily show clients their progress—and where you can take them next.

  • QBR Deliverables
  • Assessments (Custom + Templated)
  • ScalePad Copilot & MCP
  • Insights & analytics on service quality and engagement
  • Meeting Intelligence

CUSTOMER SUCCESS TOOLS

Manage the entire client relationship, from assessments to renewals.

ScalePad CS has everything MSPs need to scale client reporting, account management, and—ultimately—growth.

Module

01

Assessments

Open better business conversations with visual assessments, maturity scoring, and a clearer view of what is at risk and what should happen next.

Explore module

Module

02

Asset Management

Unify IT asset management, hardware reports, lifecycle insights, and refresh planning so every client conversation starts from cleaner asset data.

Explore module

Module

03

Warranty Marketplace

Track warranty risk, source extended coverage, and plan workstation and infrastructure protection before coverage gaps become client-impacting issues.

Explore module

Module

04

Roadmap

Give every client a clear, multi-year plan tied to business goals, strategic priorities, and the next decision worth making.

Explore module

Module

05

Budget

Build clearer multi-year budget plans tied to contracts, hardware lifecycles, roadmap initiatives, and the next investment conversation.

Explore module

Module

06

Copilot

NEW

Turn client context, roadmap signals, meetings, assets, and assessments into clear recommendations and reviewable follow-through inside ScalePad CS.

Explore module

Module

07

Playbooks

Turn your best client service into a reusable, scheduled program, ensuring every advisor delivers it consistently and on-time.

Explore module

Module

08

Deliverables

Turn goals, roadmaps, budgets, assessments, and partner reports into one client-ready presentation layer built for live strategic conversations.

Explore module

Module

09

Meetings

Bring consistency to every client touchpoint with structured agendas, notes, and action items that actually move the relationship forward.

Explore module

Module

10

Alignment

BETA

Operationalize customer success across technical, strategic, and commercial roles with a shared data foundation and clear opportunity signals.

Explore module
Explore ScalePad CS pricing

AI AUTOMATION

Your team leads the conversations. ScalePad’s AI Copilot builds the decks.

Built on open APIs and MCP, ScalePad CS connects to the AI tools your team already uses to work directly with live client data. Our AI Copilot summarizes client history, surfaces opportunities, and handles repetitive tasks, so your team spends less time on admin and more time on strategy.

Explore Platform

Home

Good evening, Sam.

14 clients · 3 at risk · 14 meetings next 30 days · 124 open tasks

Clients ⓘ

14

Avg DMI ⓘ

522

Pipeline · by stage

$294.8K ⓘ

OpenProposedApprovedIn progressOn hold

Forecast · next 4Q

Upcoming plan value ⓘ

InitiativesContractsIT Debt
$362.1K
$490.4K
$220.8K
$223.1K
2026 Q42027 Q12027 Q22027 Q3

DMI

7 scored clients ⓘ

Poor4
Fair1
Very good1
Excellent1

Needs attention

3 Clients at risk ⓘ

Portfolio

14 clients ⓘ

ClientHealthSegmentPipelineSW latestHW EOL
AAcme Corp546PoorTransform$7.6K72%1
BBrightCo430PoorModernize$5K64%3
NNorthstar Dental811ExcellentModernize$2.7K91%0
SSummit Legal300PoorTransform$2.7K58%5
VVector Manufacturing780Very goodModernize$12K87%1

INTEGRATIONS

Connect your stack with the tools you already have.

ScalePad CS syncs your client, asset, contract, and ticket data from your PSA, RMM, and other tools, so you get one clean client record (not three).

70+
tool integrations
ScalePad
Integrations
7 connected2 syncing
ConnectWise PSA

Professional Services Automation

PSA2,841 tickets

↻1m ago

Datto RMM

Endpoint Monitoring & Management

RMM5,955 devices
62%

↻syncing...

Microsoft 365

Multi-Tenant SaaS Management

Cloud3,459 seats

↻4m ago

IT Glue

IT Documentation & Runbooks

Docs4,255 assets

↻6m ago

NinjaOne

Unified Endpoint Management

RMM7,953 devices
38%

↻syncing...

KnowBe4

Security Awareness Training

Security3,391 users

↻2m ago

Autotask PSA

Professional Services Automation

PSA4,277 tickets

↻3m ago

Auvik

Network Topology & Monitoring

Network2,420 devices

↻7m ago

Veeam

Backup & Disaster Recovery

BDR593 jobs

↻9m ago

Explore Integrations

PARTNER VOICE

“ScalePad gives us the flexibility that individual clients need and the structure we need to drive consistency. [With ScalePad CS], our CSMs know where to start and what to do next.”
Erik Bowling
Director of Client Success, Optimized IT

BUILD YOUR CUSTOMER SUCCESS MOTION

From MSP to MVP, one client at a time.

See how ScalePad CS helps you manage every client and grow every relationship.

Book a DemoExplore Pricing

FAQ

FAQ: ScalePad CS

Answers to common questions from MSP teams evaluating ScalePad CS.

  • What is ScalePad CS?
    ScalePad CS is the Customer Success platform built for MSPs. It brings roadmaps, budgets, assessments, meetings, deliverables, and asset data into one connected workspace for managing and growing every client relationship.
  • Is ScalePad CS QBR software for MSPs?
    Yes. ScalePad CS connects client goals, roadmaps, budgets, assessment results, and risks into client-ready deliverables, so your team walks into every QBR prepared.
  • How does ScalePad CS help MSPs prove value to clients?
    ScalePad CS turns technical work and client data into visible outcomes, including roadmaps, recommendations, meeting notes, budget plans, assessment results, and deliverables that clients can understand and act on.
  • Who uses ScalePad CS at an MSP?
    ScalePad CS is commonly used by account managers, vCIOs, Customer Success teams, service leaders, and executives who own client strategy, retention, reviews, and growth.
  • How does ScalePad CS support account management and retention?
    ScalePad CS gives your team one shared view of each client's needs, priorities, health, and risk, so you spot opportunities and risks early, before renewal.
  • What can I add to ScalePad CS?
    Add ScalePad SaaS Manager for software and AI usage, and add-ons like Playbooks when your business needs them. Everything connects to the same client records, analytics and QBR reporting.
  • How does ScalePad CS connect with the rest of ScalePad?
    ScalePad CS works alongside ControlMap, Backup Radar, Quoter, Cognition360, and ScalePad OS so MSPs can connect Customer Success with compliance, backup proof, quoting, reporting, integrations, APIs, and MCP workflows.