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About

Customer Experience Software Built for MSPs & IT Teams. Improve your CX, Productivity, Security & Communication by front-ending your PSA or ITSM tool with; Apps, Bots, Forms, Approvals, Sentiment Analysis, Push, Client Portal + more. Customize your App per client and increase customer satisfaction and NPS scores. It's one pane of glass customers love. Reduce support tickets by up to 10% with ITSupportBot™. Use our embedded 'Self-Service Bot' to stop unnecessary tickets and 'Smart Engineer Bot'. Improve engineer productivity by getting right ticket information the 1st time! Engineers are happier doing less admin. Get a powerful unique selling proposition that helps you deliver a remarkable experience, beat the competition and win more MRR deals.

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 teams

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

$189 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

Invarosoft
Founded: 2017
United States
www.invarosoft.com

Company Information

Strategy Overview
United States
www.strategyoverview.com

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Categories

Categories

MSP

Integrations

Autotask PSA
ConnectBooster
IT Glue
Wise-Pay
Accelo
Alert Centric
BrightGauge
CrewHu
Domotz
HappySat
HubSpot CRM
Hudu
ITBoost
MSPCFO
Quoter
ServiceNow
Syncro
TimeZest
Warranty Wizard
Zendesk Guide

Integrations

Autotask PSA
ConnectBooster
IT Glue
Wise-Pay
Accelo
Alert Centric
BrightGauge
CrewHu
Domotz
HappySat
HubSpot CRM
Hudu
ITBoost
MSPCFO
Quoter
ServiceNow
Syncro
TimeZest
Warranty Wizard
Zendesk Guide
Claim Invarosoft and update features and information
Claim Invarosoft and update features and information
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information