SaaS management
Track SaaS applications, ownership, spend, and lifecycle risk so client environments stay visible and accountable.
Free
•Limited to 1 client
Pro
✓Included
X
✓Included
Pricing
Built for MSPs creating a proactive customer success motion across client health, QBR cadence, lifecycle stage, and expansion signals - in one connected platform.
Free
Best for MSPs validating the lifecycle motion with one high-value client.
Start Free
$0/month
- One client free forever
- Roadmaps, goals, budgets, and reports in one view
- PSA and RMM data sync for asset-risk visibility
- A real client scenario for testing the motion
Pro
Best for MSPs in building and scaling your Customer Success foundation by connecting discovery, planning, reporting and asset management in one workflow.
Starting At
$250/month
Minimum 25 clients
- ScalePad Copilot (in beta) for faster QBR prep
- Prospecting assessments for early discovery
- Select assessment templates, roadmaps and initiatives to turn insight into action
- Client feedback with CSAT
- Unified API and MCP access
X
Best for MSPs running end-to-end customer success workflow with deeper analytics, richer planning, and full engagement tools that drive retention and growth.
Starting At
$250/month
Minimum 10 clients
- Complete assessments, client health, analytics, and findings
- Complete deliverables and meetings for strategic client reviews
- Goals and multi-year budgets connected to roadmap planning
- Full Client Experience suite, including NPS and CSAT
- Unified API and MCP access
All plans require a 12-month contract term.
Compare plans
Choose the plan that fits how you run customer success today
Start with one real client, standardize the motion across your client base, then add the strategic layer for the accounts where deeper planning, stronger QBRs, and executive engagement matter most.
Management
Hardware and software management
Manage assets, software, warranties, and lifecycle status so refresh planning is based on current client data.
Free
•Limited to 1 client
Pro
✓Included
X
✓Included
45+ integrations
Connect the tools MSPs already use so client records, assets, and planning data stay current.
Free
✓Included
Pro
✓Included
X
✓Included
Warranty lifecycle management
Track warranty status, renewal timing, and extended coverage options before client assets become a surprise risk.
Free
-
Pro
✓Included
X
✓Included
Planning
Roadmaps and initiatives
Turn assessment findings, asset data, and client priorities into roadmap initiatives your team can execute.
Free
•Limited to 1 client
Pro
✓Included
X
✓Included
Vendor contract management
Centralize vendor contracts, renewal dates, owners, and obligations so third-party commitments stay under control.
Free
•Limited to 1 client
Pro
✓Included
X
✓Included
Assessments and findings
Run structured assessments that turn client risk, maturity, and opportunity into prioritized findings.
Free
•Limited to 1 client
Pro
•Limited
X
✓Included
Multi-year budgeting
Build forward-looking technology budgets that connect roadmap priorities to financial planning and executive decisions.
Free
•Limited to 1 client
Pro
-
X
✓Included
Engagement
Client-ready deliverables
Package roadmaps, budgets, reports, and recommendations into polished materials for QBRs and executive conversations.
Free
•Limited to 1 client
Pro
•Limited
X
✓Included
Goals and OKRs
Connect client business goals to measurable technology priorities, ownership, and progress over time.
Free
•Limited to 1 client
Pro
-
X
✓Included
Meetings and action items
Capture meeting decisions, next steps, and owners so strategic conversations keep moving after the call.
Free
•Limited to 1 client
Pro
-
X
✓Included
Experience
Customer feedback, relationship health, account intelligence signals, and native Microsoft 365 sending for familiar feedback requests. CSAT, NPS, CES, Executive Alignment & Custom Surveys.
Free
-
Pro
•Limited
X
✓Included
Analytics
Analytics and dashboards
Surface portfolio trends, client health, and planning signals for sharper QBR and renewal conversations.
Free
•Limited to 1 client
Pro
-
X
✓Included
AI
ScalePad Copilot
Use in-app chat to update roadmaps, complete assessments, manage records, and move client planning work faster.
Free
-
Pro
✓Open Beta
X
✓Open Beta
X plan can be purchased separately. Use it for the clients where you want the full strategic layer.
FAQ
Lifecycle Manager FAQ
Answers to common questions about Lifecycle Manager plans, client-based pricing, onboarding, and customer success workflows.
Which Lifecycle Manager plan is right for me?
Start with Free if you want to try Lifecycle Manager with one client. Choose Pro when you are ready to standardize lifecycle management across your client base. Use Lifecycle Manager X when you want deeper strategic planning, deliverables, budgeting, and executive engagement for selected clients.Can I try Lifecycle Manager for free?
Yes. The Free plan lets you try Lifecycle Manager with one client, and no credit card is required to sign up.How is Lifecycle Manager usage counted?
Lifecycle Manager pricing is based on the total number of unique managed clients synced into the platform. Asset data still powers lifecycle management, reporting, planning, and QBR workflows, but billing is based on unique clients.How is Lifecycle Manager billed?
Lifecycle Manager is billed monthly on a 12-month term. Plans are tiered based on the number of unique managed clients in your account.Is support and training included?
Yes. Lifecycle Manager includes expert support, training resources, and access to the Help Center so your team can get set up and keep building its customer success motion.Can I buy Lifecycle Manager X by itself?
Yes. Lifecycle Manager X is a separate SKU for MSPs that want deeper strategic planning, client-ready deliverables, budgeting, and executive engagement for selected accounts.Why use Lifecycle Manager for customer success?
Customer success needs structure to scale. Lifecycle Manager helps MSPs understand where each client stands, build plans, run stronger QBRs, track progress, and make delivered value visible over time.What is ScalePad Copilot?
ScalePad Copilot is the in-app AI assistant for Lifecycle Manager. It can summarize current client state, pressure test recommendations, surface gaps, and prepare practical next moves, moving every account conversation from insights to action.