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About

Free open source ITGlue alternative - Client IT Documentation, Ticketing, Invoicing and Accounting Web Application for MSPs (Managed Service Providers). ITFlow consolidates common MSP requirements (ticketing, wiki/docs, CMDB and accounting) into one tool. ITFlow is primarily targeted towards Managed Service Providers but may also be suitable for internal IT departments.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Managed Service Providers

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free & Open Source
Free Version Supported
Free Trial Not Supported

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

ITFlow
Founded: 2019
United States
itflow.org

Company Information

Strategy Overview
United States
www.strategyoverview.com

Alternatives

Alternatives

HappySat

HappySat

Invarosoft
Startly

Startly

Startly Labs
CloudRadial

CloudRadial

Azurative
Spiceworks MSP

Spiceworks MSP

Spiceworks
Thread

Thread

Thread Magic

Categories

IT Management Supported
MSP Supported

Categories

MSP Supported

MSP Features

Backup Management Not Supported
Billing & Invoicing Supported
CRM Not Supported
Dashboard Supported
Help Desk Supported
Issue Management Supported
Live Chat Not Supported
Patch Management Not Supported
Privileged Access Management (PAM) Not Supported
Project Management Not Supported
Remote Access Not Supported
Remote Systems Monitoring Not Supported
Scheduling Supported

IT Management Features

Capacity Monitoring Not Supported
Compliance Management Not Supported
Event Logs Not Supported
Hardware Inventory Supported
IT Budgeting Supported
License Management Supported
Patch Management Not Supported
Remote Access Not Supported
Scheduling Supported
Software Inventory Not Supported
User Activity Monitoring Not Supported

Integrations

Atera Not Supported
Autotask PSA Not Supported
BrightGauge Not Supported
ConnectBooster Not Supported
CrewHu Not Supported
Drift Not Supported
Gravity Forms Not Supported
HaloPSA Not Supported
HubSpot CRM Not Supported
Hudu Not Supported
Kaseya BMS Not Supported
Liongard Not Supported
MSPCFO Not Supported
Microsoft Forms Not Supported
Microsoft Intune Not Supported
Simplesat Not Supported
Syncro Not Supported
Wise-Pay Not Supported
Zendesk Guide Not Supported
tawk.to Not Supported

Integrations

Atera Supported
Autotask PSA Supported
BrightGauge Supported
ConnectBooster Supported
CrewHu Supported
Drift Supported
Gravity Forms Supported
HaloPSA Supported
HubSpot CRM Supported
Hudu Supported
Kaseya BMS Supported
Liongard Supported
MSPCFO Supported
Microsoft Forms Supported
Microsoft Intune Supported
Simplesat Supported
Syncro Supported
Wise-Pay Supported
Zendesk Guide Supported
tawk.to Supported
Claim ITFlow and update features and information
Claim ITFlow and update features and information
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information