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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.

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 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

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

$349 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:

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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

Humanize IT
Founded: 2016
United States
www.humanizeit.biz

Company Information

Strategy Overview
United States
www.strategyoverview.com

Alternatives

Alternatives

HappySat

HappySat

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vCIO Hero

vCIO Hero

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CloudRadial

CloudRadial

Azurative
Thread

Thread

Thread Magic

Categories

MSP

Categories

MSP

Integrations

Accelo
Auvik
BrightGauge
ConnectBooster
Drift
HaloPSA
ITBoost
Jotform
Kaseya BMS
Liongard
Microsoft 365
Microsoft Intune
NinjaOne
QuoteWerks
Rewst
SmileBack
Syncro
TimeZest
Wise-Pay
tawk.to

Integrations

Accelo
Auvik
BrightGauge
ConnectBooster
Drift
HaloPSA
ITBoost
Jotform
Kaseya BMS
Liongard
Microsoft 365
Microsoft Intune
NinjaOne
QuoteWerks
Rewst
SmileBack
Syncro
TimeZest
Wise-Pay
tawk.to
Claim Humanize IT and update features and information
Claim Humanize IT and update features and information
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information