Related Products
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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.
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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
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
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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
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Audience
MSPs and IT teams
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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
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$189 per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$60 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationInvarosoft
Founded: 2017
United States
www.invarosoft.com
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Company InformationStrategy Overview
United States
www.strategyoverview.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Autotask PSA
Supported
ConnectBooster
Supported
IT Glue
Supported
Wise-Pay
Supported
Alert Centric
Supported
Auvik
Not Supported
BrightGauge
Not Supported
Datto Workplace
Supported
HubSpot CRM
Not Supported
Hudu
Not Supported
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Integrations
Autotask PSA
Supported
ConnectBooster
Supported
IT Glue
Supported
Wise-Pay
Supported
Alert Centric
Not Supported
Auvik
Supported
BrightGauge
Supported
Datto Workplace
Not Supported
HubSpot CRM
Supported
Hudu
Supported
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