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About

With DD Tech you can work on your ConnectWise and Autotask tickets anywhere, on any device. Fully customizable Service Catalog and superior Custom Forms to give quick and relevant first-contact support to your users. Stay connected to your users and keep providing excellent service with DD Chat. Send templated emails that allow the user to add notes to the tickets or start chats with your techs. From sharing tickets with clients to dynamic service experiences - DeskDirector can meet the needs of your MSP.

About

Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

MSPs

Audience

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$97 per month
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DeskDirector
Founded: 2012
New Zealand
www.deskdirector.com

Company Information

Strategy Overview
United States
www.strategyoverview.com

Alternatives

CloudRadial

CloudRadial

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HappySat

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CloudRadial

CloudRadial

Azurative
Thread

Thread

Thread Magic
Thread

Thread

Thread Magic

Categories

Categories

MSP

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Integrations

Autotask PSA
ConnectBooster
QuoteWerks
Wise-Pay
BrightGauge
Calendly
ConnectWise Automate
CrewHu
Datto RMM
Domotz
Gravity Forms
Kaseya BMS
MSPCFO
Microsoft Forms
NinjaOne
Quoter
Salesforce
Simplesat
TimeZest
tawk.to

Integrations

Autotask PSA
ConnectBooster
QuoteWerks
Wise-Pay
BrightGauge
Calendly
ConnectWise Automate
CrewHu
Datto RMM
Domotz
Gravity Forms
Kaseya BMS
MSPCFO
Microsoft Forms
NinjaOne
Quoter
Salesforce
Simplesat
TimeZest
tawk.to
Claim DeskDirector and update features and information
Claim DeskDirector and update features and information
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information