Centralize Client Records

All your client information in one place

Empower your client-facing teams with one source of truth for client information. See all client context — goals, budgets, asset inventories, warranty status, contracts — at a glance.

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What Your Clients Want

All client context in one place

More visibility into client risks and opportunities

Less admin work, more strategic thinking

Centralized client history

Store and access goals, QBR notes, initiatives, and historical context in one shared, organized workspace — so your whole team can show up informed and aligned.

AI-powered strategic insights

Let AI do the heavy lifting by surfacing hidden risks and new opportunities across your client base, helping you guide smarter, more valuable conversations.

Real-time data sync

Automatically pull asset data, software usage, contracts, and more from your PSA, RMM, and other core tools. Spend less time on manual admin tasks and more time on strategy.

Before Lifecycle Manager

After Lifecycle Manager

Constantly toggling between platforms, spreadsheets, emails, and docs

One platform with all client data and context in one place

Critical info gets lost or trapped in inboxes and team silos

Shared visibility into goals, roadmaps, budgets, history, and more

Hours wasted prepping for QBRs and client meetings

Meetings prepped in minutes — not hours

Client-facing teams don’t have visibility into past goals or historical decisions

Strategic technology guidance powered by real-time data and AI insights

What MSPs Are Saying

“Turning data into insightful information is key. So is the rate at which it’s converted. In just a few clicks, Lifecycle Manager presents us with a view of actionable items among our client base.”

Sean Kline
President & CEO, Turbotek

Explore Related Features

Integrations
Integrate with your PSA, RMM, and other tools to access data in real time — all in one place.

Meetings
Standardize and scale QBRs across accounts. Lock in your process, then repeat it across your client portfolio.

Goals
Align assessments with action items and business outcomes. Track client-specific objectives and measure progress towards their achievement.

Roadmaps
Connect goals to plans and deliver tangible outcomes. Build IT roadmaps that turn identified risks into clear, strategic initiatives.

Budgets
Track goals and budgets tied to IT spend, so clients always know the ROI of their technology initiatives.

Hardware Console
See all your clients’ devices in one place, with details like age, warranty status, and replacement needs.

Centralize All Client Data in One Place

Stop wasting time tracking down data — give your client-facing teams all the info they need at their fingertips. Make the most of every client interaction.

Book a Demo