Lifecycle Manager Pricing

Pricing

Built for MSPs creating a proactive customer success motion across client health, QBR cadence, lifecycle stage, and expansion signals.

Free

Best for MSPs validating the lifecycle motion with one high-value client.

Start Free

$0/month

Prove the model with one real client

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 standardizing discovery, planning, reporting, and asset conversations across their client base.

Starting At

$250/month

Operationalize the motion across the client base

ScalePad Copilot for conversational customer success
Prospecting assessments for early discovery
Roadmaps and initiatives for client planning
Reports that make progress visible to clients
SaaS Management for real software and AI usage visibility across every client
Unified API and MCP access

X

Recommended

Best for MSPs adding deeper analytics, executive planning, and strategic alignment workflows across the clients that need the full strategic layer.

Starting At

$125/month

Add the strategic layer where deeper planning and client engagement matter most

Full assessments, client health analytics, and findings
Budgets connected to roadmap planning
Deliverables and meetings for client engagement
Full agreements and deeper client engagement for strategic planning workflows
Service catalog, plans and packaging, and maturity baseline alignment

Book a Demo

View Product

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.

Feature

Free

$0/month

Pro

$250/month

$125/month

Management

SaaS management

Track SaaS applications, ownership, spend, and lifecycle risk so client environments stay visible and accountable.

•Limited to 1 client

✓Included

Hardware and software management

Manage assets, software, warranties, and lifecycle status so refresh planning is based on current client data.

•Limited to 1 client

✓Included

45+ integrations

Connect the tools MSPs already use so client records, assets, and planning data stay current.

•Limited to 1 client

✓Included

Warranty lifecycle management

Track warranty status, renewal timing, and extended coverage options before client assets become a surprise risk.

✓Included

Planning

Roadmaps and initiatives

Turn assessment findings, asset data, and client priorities into roadmap initiatives your team can execute.

•Limited to 1 client

✓Included

Vendor contract management

Centralize vendor contracts, renewal dates, owners, and obligations so third-party commitments stay under control.

•Limited to 1 client

✓Included

Assessments and findings

Run structured assessments that turn client risk, maturity, and opportunity into prioritized findings.

•Limited to 1 client

•Limited

✓Included

Multi-year budgeting

Build forward-looking technology budgets that connect roadmap priorities to financial planning and executive decisions.

•Limited to 1 client

✓Included

Engagement

Client-ready deliverables

Package roadmaps, budgets, reports, and recommendations into polished materials for QBRs and executive conversations.

•Limited to 1 client

✓Included

Goals and OKRs

Connect client business goals to measurable technology priorities, ownership, and progress over time.

•Limited to 1 client

✓Included

Meetings and action items

Capture meeting decisions, next steps, and owners so strategic conversations keep moving after the call.

•Limited to 1 client

✓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.

✓Included

Analytics

Analytics and dashboards

Surface portfolio trends, client health, and planning signals for sharper QBR and renewal conversations.

•Limited to 1 client

✓Included

ScalePad Copilot

Use in-app chat to update roadmaps, complete assessments, manage records, and move client planning work faster.

•Limited to 1 client

•10 Credits/Client

✓100 Credits/Client

Management

SaaS management

Track SaaS applications, ownership, spend, and lifecycle risk so client environments stay visible and accountable.

Free

•Limited to 1 client

Pro

✓Included

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

45+ integrations

Connect the tools MSPs already use so client records, assets, and planning data stay current.

Free

•Limited to 1 client

Pro

✓Included

Warranty lifecycle management

Track warranty status, renewal timing, and extended coverage options before client assets become a surprise risk.

Free

Pro

✓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

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

Assessments and findings

Run structured assessments that turn client risk, maturity, and opportunity into prioritized findings.

Free

•Limited to 1 client

Pro

•Limited

✓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

✓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

✓Included

Goals and OKRs

Connect client business goals to measurable technology priorities, ownership, and progress over time.

Free

•Limited to 1 client

Pro

✓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

✓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

✓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

✓Included

ScalePad Copilot

Use in-app chat to update roadmaps, complete assessments, manage records, and move client planning work faster.

Free

•Limited to 1 client

Pro

•10 Credits/Client

✓100 Credits/Client

X builds on Pro. 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. Add 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 helps users work through chat to update roadmaps, complete assessments, manage records, and move customer success work forward faster.