Centralized asset visibility
Get a complete view of client IT hardware, including warranty dates, purchase dates, and asset age, all in one place.

Warranty and lifecycle risk intelligence
Automatically identify aging assets, expired warranties, and lifecycle risks with real-time visibility personalized to your standards.

Client-facing hardware reports
Present clean, visual reports that help clients understand their IT environment and make confident decisions.

Infrastructure protection & renewals
Track and manage warranties and renewals with affordable in-app procurement options.

Track software, users and contracts in one place
Monitor licensing, user access, and vendor contracts for a unified view of client software environments.

Strategic roadmaps and IT plans
Map initiatives to client goals with collaborative, editable roadmaps that span up to five years.

Easily generate client-friendly reports
Create visual, color-coded reports in seconds with our editable block builder, designed to help MSP teams prepare faster.

Keep notes and action items, and link to PSA
Capture client notes and follow-ups in one place, with PSA integration for accountability and tracking.

Goal setting and success planning
Document and track your clients' business objectives, then tie them back to your suggested initiatives.

Track meeting history and notes
Centralize agendas, meeting notes, and action items for consistent, personalized account management.

Assessments and recommendations
Access assessment templates or create your own to score client IT environments.

Budget planning aligned to outcomes
Bring vendor contracts, recommended initiatives, and upcoming hardware replacements together in long-term budgets.