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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.

About

EMPOWER YOUR MSP WITH SyncMonkey. What is SyncMonkey? SyncMonkey is a secure, versatile and easy-to-use documentation management platform designed by industry experts. SyncMonkey’s goal is to simplify your MSP’s day to day operations. SITES & COMPANY DETAILS. A repository of all locations that a client has, this section contains only the essential information a technician needs to reach out to the client: phone number, primary contact, address, and website. Empower your MSP Clients with the Client Portal. Created as a way for your clients to view and manage their own credentials and documents, the Client Portal also allows administrative contacts to access all their employee credentials and update and maintain their payment information and invoices. Notifications. SyncMonkey keeps track of all your current software license agreements, employee birthdays, domains and more, and then notifies users whenever an item is close to expiring. This feature helps your company stay

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

vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations

Audience

Businesses looking for a secure, versatile and easy-to-use documentation management platform designed by industry experts

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$60 per month
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial 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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • - easy to use and did the job for managing my docs - low cost with flexible pricing packages - good support team

Cons

  • - awaiting a mobile app - some of the text sizing is a bit off aesthetically

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Strategy Overview
United States
www.strategyoverview.com

Company Information

SyncMonkey
Founded: 2020
Canada
syncmonkey.com

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Categories

MSP Supported

Categories

MSP Supported

Document Management Features

Access Controls Not Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Not Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Supported
Document Retention Not Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Supported

Integrations

Atera Supported
Auvik Supported
BrightGauge Supported
ConnectBooster Supported
HaloPSA Supported
HubSpot CRM Supported
ITBoost Supported
Jotform Supported
LiveChat Supported
Microsoft Intune Supported
Moneris Not Supported
NinjaOne Supported
QuoteWerks Supported
Rewst Supported
Salesforce Supported
Simplesat Supported
SmileBack Supported
Syncro Supported
TimeZest Supported
Wise-Pay Supported

Integrations

Atera Not Supported
Auvik Not Supported
BrightGauge Not Supported
ConnectBooster Not Supported
HaloPSA Not Supported
HubSpot CRM Not Supported
ITBoost Not Supported
Jotform Not Supported
LiveChat Not Supported
Microsoft Intune Not Supported
Moneris Supported
NinjaOne Not Supported
QuoteWerks Not Supported
Rewst Not Supported
Salesforce Not Supported
Simplesat Not Supported
SmileBack Not Supported
Syncro Not Supported
TimeZest Not Supported
Wise-Pay Not Supported
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information
Claim SyncMonkey and update features and information
Claim SyncMonkey and update features and information