Lifecycle Manager Pricing

Turn Every Client Into a Growth Story

Start with one client. Scale success. Create impact that builds trust and drives expansion.

Free

/month

Launch your first Customer Success motion, free forever for one client.

With Free, you can:

Deliver a complete Customer Success motion for one high-value client
Build strategic Roadmaps, Goals, Budgets, and Reports all in one view
Sync PSA & RMM data to uncover asset risks automatically
Try Pro and X features in a real client scenario (no credit card required)

Best for: testing the value of Customer Success for 1 client.

Pro

Asset-based pricing from:

149

/month

Standardize your Customer Success strategy. Run QBRs that move clients forward.

Book a demo

With Pro, you can:

Run a comprehensive asset lifecycle management program
Build business-aligned Roadmaps that turn strategy into action
Uncover SaaS waste and optimization opportunities with usage reporting
Track software, contracts, users, and assets in one place to reduce vendor risk and surprises
Generate visual, client-friendly Reports that are easy to understand
Quote warranties and schedule ITAD pickups in-app
Surface refresh and renewal opportunities before clients even ask

Best for: MSPs ready to scale Customer Success across their base.

Complete Customer Success

X

Per licensed client:

/month*

Operationalize strategic outcomes, and turn every QBR into the next big yes.

Book a demo

Add X to Pro and you can:

Deliver boardroom-ready reporting that shows strategic impact
Prepare goal-aligned QBRs with agendas, Notes, and Action Items
Run built-in or custom Assessments to show progress, highlight risks, and surface opportunities
Prioritize your effort with IT health signals based on ticket activity and CSAT scores
Align long-term Budgets, Roadmaps, and Goals to unlock faster client approvals
Empower your team with AI-generated summaries that save time and elevate delivery

Best for: MSPs driving long-term, boardroom-level client impact.

*Discount applies to clients managed in Lifecycle Manager X as of August 26, 2025. $10 off per client, applied to your subscription. Offer valid through December 31, 2025.

Compare plans and pricing

Free

Explore Lifecycle Manager

Pro

Plan Strategic Outcomes

Grow Client Relationships

Insights

Spot risks with hardware insights

Spot Risks with Hardware Insights

1 Client

Trending for Insights

1 Client

Forecasting for Insights

1 Client

Digital Maturity Index (DMI)

1 Client

Customizable insights dashboard

Customizable Insights Dashboard

1 Client

Software, backup and user security insights

Software, Backup, and User Security Insights

1 Client

Technology Reporting

Standard hardware lifecycle report (PDF only)

Standard Hardware Lifecycle Report (PDF only)

1 Client

Hardware Lifecycle Report CSV + XLS export

Hardware Lifecycle Report CSV + XLS Export

1 Client

Hardware report scheduling

Hardware Report Scheduling

1 Client

Custom hardware reports

Custom Hardware Reports

1 Client

Software Reports

1 Client

Vendor Contract Reports

1 Client

Custom User Reports

1 Client

Export HW report as excel

Report builder

Deliverables

1 Client

Scalepad report templates

ScalePad Report Templates

1 Client

Client Management

Client-specific insights

Client-Specific Insights

1 Client

Action items that link with PSA tickets

Action Items That Link with PSA Tickets

1 Client

Centralized client notes

Notes & Tasks

1 Client

Tag key contacts

Account Team

1 Client

Segmentation

Technology Planning

Templated initiatives

Templated Initiatives

1 Client

Project planning roadmaps

Technology Planning Roadmaps

1 Client

Scorecard assessments

Scorecard Assessments

1 Client

Presentation mode

Live Presentation Mode

1 Client

PDF reports

PDF Reports

1 Client

Link Intitiatives with PSA Opportunities

Integrated with PSA for Opportunity Management

1 Client

Meetings

Create and track client meetings

Manage Strategic Meeting Cadence

1 Client

Send meeting invites through GCal and Outlook

Send Meeting Invites Through GCal and Outlook

1 Client

Link meetings to PSA Tickets

Integrated with PSA for Notes & Time Tracking

1 Client

Assessments

Assessments and strategic recommendations

Assessments and Strategic Recommendations

1 Client

Scalepad assessment templates

ScalePad Assessment Templates

1 Client

Link Initiative and PSA Tickets to assessment items

Link Assessment Items with Initiatives & Integrate with PSA

1 Client

Goals

Document a client's business objectives

Define Client Business Goals

1 Client

Link goals to initiatives and meetings

Connect Goals to Initiatives & Meetings

1 Client

Align Technology to Business Outcomes

1 Client

Measurement

1 Client

Timeline

1 Client

Budgets

Generate spending forecasts based on existing contracts, asset refresh cycles, and planned initiatives

Generate Spending Forecasts Based on Existing Contract, Asset Refresh Cycles, and Planned Initiatives

1 Client

Client friendly budget reports

Client-Friendly Budget Reports

1 Client

ClientIQ

AI-powered client summaries

AI-Powered Client Summaries

1 Client

Meeting question and topic suggestions

Meeting Question & Topic Suggestions

1 Client

Analytics

Service quality metrics including ticket resolution times, SLA reporting, tickets per seat and more

Service Quality Metrics Including Ticket Resolution Times, SLA Reporting, Tickets per Seat and More

1 Client

Customer experience metrics based on CSAT

Customer Experience Metrics Based on CSAT

1 Client

Software Management

Installation tracking for OS, RMM and desktop apps

Installation Tracking for OS, RMM and Desktop Apps

1 Client

Software summary reports

Software Summary Reports

1 Client

SaaS Management

Track user activity

Track User Activity

1 Client

Manage license consumption

Manage License Consumption

1 Client

See user MFA status/method

See User MFA Status/Method

1 Client

Vendor Contract Management

Complete list of vendor contracts

Complete List of Vendor Contracts

1 Client

Track contract renewal dates

Track Contract Renewal Dates

1 Client

See key contract details such as fees

See Key Contract Details such as Fees

1 Client

Hardware Management

Clean and accurate client hardware list

Clean and Accurate Client Hardware List

Warranty expiry dates

Warranty Expiry Dates

1 Client

Asset purchase dates

Asset Purchase Dates

1 Client

2-Way Sync with Integrations

Marketplace

Protection policies for servers and workstations

Infrastructure Protection

Free asset disposal

Workstation Assurance

Secure IT Asset Disposal

Over 15 million assets tracked (and counting)

Lifecycle Manager powers IT asset lifecycle management for thousands of MSPs.

FAQ

Which Lifecycle Manager plan is right for me?

Start with Free if you want to try everything the platform offers risk-free for one client. Choose Pro if you're motivated to bring business strategy into more client conversations. Ready to lead clients through a complete Customer Success approach? You'll want the Lifecycle Manager X add-on to Pro for that. 💪

Can I try Lifecycle Manager for free?

Yes. Our Free plan lets you try all of Lifecycle Manager’s features for one client, and it’s free forever. No credit card required to sign up.

How are assets counted?

Lifecycle Manager syncs your managed assets from your RMM, PSA, documentation, and other tools. Assets are deduped so you are billed on the total unique assets synced. The following are counted as assets in Lifecycle Manager for billing purposes:

Servers
Workstations
Networking devices
Imaging devices
Mobile devices
Virtual machines

How am I billed?

When you sign up for Lifecycle Manager, you’ll be billed monthly for a 12-month term. Plans are tiered based on the number of assets you manage.

Do I have to pay extra for support and training?

With Lifecycle Manager, you get access to free, expert support and training resources to help you and your team succeed. Our support team is available 24/5—including holidays, and the Lifecycle Manager Help Center is always there when you need quick answers or want to dive deeper.

Can I buy only Lifecycle Manager X or do I need another subscription as well?

Lifecycle Manager X is an add-on to the Pro plan, so you'll need Pro to use it. It is priced per-client to give you flexibility to scale a Customer Success program at your own pace.

Why do I need Lifecycle Manager to do Customer Success well?

Customer Success needs structure in order to scale. Lifecycle Manager gives you the tools to understand where each client stands, build a plan, and track progress over time. It helps you run better QBRs, have more strategic conversations, and consistently show your value.

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