Lifecycle Manager started with assets and warranties management. But over time, it took on more of the client relationship, handling assessments, roadmapping, QBRs, and more.
Now, it has a name that reflects how it's evolved—and where it's going next.
Lifecycle Manager X is now ScalePad CS, the Customer Success platform built for MSPs. It brings everything MSPs need to grow client relationships into a single workspace, making it easier to surface insights, scale service, and deliver value.
If you use Lifecycle Manager Pro, you can continue using the asset, warranty and client management tools you rely on. When you’re ready to do more, we’d love to show you what ScalePad CS can do.
Alongside ScalePad CS, we’re announcing two new launches:
- SaaS Manager, a standalone product, so you can see which software and AI apps any clients, whether they are on Lifecycle Manager or not, actually use.
- Playbooks, an add-on to ScalePad CS, that helps you turn your best client work into repeatable programs.
These changes will also give MSPs the flexibility to start with just the tools they need now, with room to add on capabilities as their business grows.
Read on to see what’s new.
ScalePad CS: The Connected Customer Success Platform for MSPs
ScalePad CS is built around how MSPs manage the entire client relationship, from onboarding and ongoing service to renewals and growth. It brings everything you know about your clients into one connected system. See where each client stands, what’s at risk, and where the opportunities are—without jumping between spreadsheets or tools.
From there, turn what you see into a plan, with goals, roadmaps, and budgets to match. Use automated, AI-powered workflows to save your team hours on busywork—like summarizing client history, assembling reports, tracking follow-ups, and standardizing service. With ScalePad CS, you can spend your time where it counts: having proactive conversations about where you want to grow with your clients next.
Playbooks: Make Your Best Client Motions Repeatable
Your best client motion shouldn’t live in someone’s calendar, spreadsheet, or memory. Playbooks, a new add-on for ScalePad CS, turns recurring client work into automated programs. Build repeatable motions for each client segment based on key moments like onboarding, churn prevention, and relationship refreshes. Schedule, assign, and track every step in the process—from assessments to QBRs to meeting follow-ups—to the right person, in the right order.
With Playbooks, advisors get a clear sequence to follow, and leaders get portfolio-wide visibility into what’s on track, what’s overdue, and what needs attention. And by linking each program to the Agreement it supports, you can show clients exactly what was delivered and whether outcomes were met.
The result: consistent service for every client, no matter who owns the account.
SaaS Manager: App + AI Usage Insights, Now a Standalone Product
See what software and AI tools clients actually use across desktop apps, browsers, and AI applications—not just what’s installed or licensed. Identify unused and duplicate applications, uncover shadow IT, monitor AI adoption, and support smarter conversations around software spend, compliance risk, renewals, and governance.
Use SaaS Manager on its own for deeper software visibility, or connect it to ScalePad CS to bring insights directly into QBRs, roadmaps, and client planning.
Discover a Better Way to Manage Client Relationships
Together, ScalePad CS, SaaS Manager, and Playbooks give MSPs one connected system for the entire client relationship: what clients have, what they use, and how they’re being served.
If you use Lifecycle Manager X today, you’re moving to ScalePad CS automatically, and your clients, data, and access stay in place. If you use Lifecycle Manager Pro, your plan stays the same. If SaaS Manager was part of your LM Pro plan, it’s now a standalone product that you have access to with double the usage you currently had. And that’s not all—you can now use SaaS Manager for any client, not just those with Lifecycle Manager or ScalePad CS licenses. Playbooks is an optional add-on for ScalePad CS.
If you’re a Lifecycle Insights user, you will also be automatically upgraded to ScalePad CS. Join our live workshop to learn more, or contact your ScalePad representative with questions.
Not a ScalePad customer yet? Request a demo to see how ScalePad CS can help you scale client relationship management.