Related Products
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About
Humanize IT is a communication and QBR acceleration platform for MSPs that replaces presentations with structured, conversational client engagement. It operates via a four-step framework powered by coaching, premade templates, automated assessments, budgeting tools, and branded client dashboards. It integrates with PSA systems to sync opportunities and data, simplifies QBR preparation (saving 6–12 hours per review), and delivers client engagement scores, whitespace analysis, and personas (vCIO, CISO, etc.) to guide meaningful discussions. Through weekly coaching and a peer community, MSP teams adopt strategic selling habits and build trust-based relationships. Humanize IT helps transform technical exchanges into value-based conversations, boosting client retention, upsell success, and MSP profitability, while its SOC 2-certified framework ensures reliable delivery at scale.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
MSPs and IT account managers in need of a tool to shift from technical reporting to strategic, trust-building client conversations using automated QBR tools and guided coaching
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Audience
vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$349 per month
Free Version
Free Trial
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Pricing
$60 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationHumanize IT
Founded: 2016
United States
www.humanizeit.biz
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Company InformationStrategy Overview
United States
www.strategyoverview.com
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Categories |
Categories |
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Integrations
Accelo
Auvik
BrightGauge
ConnectBooster
Drift
HaloPSA
ITBoost
Jotform
Kaseya BMS
Liongard
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Integrations
Accelo
Auvik
BrightGauge
ConnectBooster
Drift
HaloPSA
ITBoost
Jotform
Kaseya BMS
Liongard
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