Features Overview

Features to automate the hard parts of client engagement

Communicate with non-technical clients, build plans, and get buy-in for strategic planning. Do it all with Lifecycle Manager, the client engagement platform for MSPs.

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Automate Client Insights

Integrate with your daily tech stack to automatically audit your client’s technology and identify where action is needed. Lifecycle Manager does the hard work for you, aggregating the data into visualizations on a single pane of glass.

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Reports

Turn data into client-friendly visuals.

Asset Lifecycle

Monitor and assess assets from procurement to disposal.

Insights

See risks and opportunities for your client’s technology environment.

Initiatives

Create bite-sized plans to share with clients and keep organized on Roadmaps.

Roadmaps

Plot your plans on a Kanban-style layout, up to 5 years in advance.

Scorecards

Go deep on strategic planning with your clients while keeping the information easy-to-understand.

Create Technology Plans

Help your clients anticipate the road ahead. Plan up to 5 years in advance with flexible roadmaps that are easy to share in interactive presentations to collaborate with clients during meetings.

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Communicate Easily

Generate visually engaging, client-friendly collateral to drive strategic conversations. Share data on risks and improvements with a color-coded system that builds trust while bridging communication gaps.

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QBR

Prepare for client meetings in a few clicks.

DMI Score

Color-code IT health status and get buy-in for strategic planning.

Action Items

Create and manage tasks at the client level.

Marketplace

Deliver on excellence with warranties, ITAD, and workstation assurance.

Deliver on Promises

Let Lifecycle Manager do the heavy lifting for warranty services, IT asset disposal (ITAD), and workstation assurance, all available seamlessly within the platform. Personalize every interaction with Action Items, which lets you add and track project plans at the client level.

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Help your clients see what you see

Bridge the communication gap with data-driven materials that describe technology challenges and wins in full color.

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