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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

Syncro offers the first Extended Monitoring and Management (XMM) platform purpose-built for midsized MSPs and internal IT teams. The unified platform integrates RMM (endpoint management), professional services automation (PSA), and Microsoft 365 multi-tenant management to help organizations simplify operations, strengthen security, and scale profitably. Syncro delivers powerful automation, native AI capabilities, deep Microsoft 365 integration, and seamless support for 50+ third-party tools—enabling teams to reduce complexity, cut costs, and uncover new revenue opportunities. Its transparent per-user pricing model and commitment to continuous innovation make it an ideal solution for modern IT operations.

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

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

Audience

MSPs

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

$60 per month
Free Version
Free Trial

Pricing

$129 per user per month
$129 per user per month (Core Plan) or
$179 per user per month (Team Plan)
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

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Reviews/Ratings

Overall 4.7 / 5
ease 4.6 / 5
features 4.6 / 5
design 4.0 / 5
support 4.3 / 5

Pros & Cons from Real Users

Pros

  • Syncro is easy to use and works very well for my MSP. I love how the Asset and RMM is set up. It is very easy to find a pc and remote into it.
  • I enjoy using Syncro because it gets the job done quickly. I've used Ninja RMM, ConnectWise Automate, Dell Kace, SCCM, and others. I do prefer Syncro's simplicity as it does not take long to configure what I need out of it.
  • Syncro is a great way to manage my clients and computers, I utilize several of the 3rd party integrations and they all work w/o any issue. Ticketing is easy! scripting is easy and the user library usually has what I need.
  • It takes care of so many things: tickets, invoices, remote access, accounting, and a host of tools to do what I need as a network support business. The perfect solution for helping my clients, fast connections with Splashtop and the clients love being able to make their own tickets. Syncro make my whole life easier. All for the one low price no matter how many clients I have, what a deal.
  • Syncro stands out for its comprehensive feature set, seamlessly integrating a wide range of functionalities crucial for IT management, such as remote monitoring, management, and an efficient ticketing system. Its user-friendly interface is particularly beneficial, ensuring easy adaptability for our team members with varying levels of tech expertise. The reliability of the platform is exemplary, offering consistent performance with minimal downtime, which is crucial for the uninterrupted operation of our tribe's technological infrastructure. Additionally, the excellent customer support provided by Syncro is noteworthy; they offer prompt and tailored solutions, demonstrating a deep understanding of our unique needs. These aspects collectively make Syncro an invaluable asset to our IT department, significantly enhancing our operational efficiency and effectiveness.

Cons

  • When sorting Assets by company it sorts them by Z-A instead of A-Z.
  • Splashtop integration can be annoying sometimes, but that isn't Syncro's fault.
  • I do find myself having to click through multiple screens to gather information such as customer passwords and documentation. I've bypassed some of this by just keeping multiple tabs open for different parts of Syncro.
  • Sometimes it gets a little tricky when syncing my invoices with QuickBooks and I have to fix some service or item that wasn't setup right, but the ability to have the invoices synced automatically is a great time saver.
  • While Syncro provides a robust array of features and tools, one area that could see improvement is the customization of reports and dashboards. The current offerings, although comprehensive, sometimes lack the flexibility to be tailored specifically to our unique tribal needs and workflows. This limitation can lead to additional steps in data analysis and reporting, which, although not a deal-breaker, does add a layer of complexity to our IT management tasks. Enhanced customization options would greatly improve our ability to quickly extract the most relevant information and make data-driven decisions more efficiently.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Strategy Overview
United States
www.strategyoverview.com

Company Information

Syncro
Founded: 2013
United States
syncromsp.com

Alternatives

HappySat

HappySat

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Alternatives

CloudRadial

CloudRadial

Azurative
Kaseya 365

Kaseya 365

Kaseya

Categories

MSP

Categories

MSP Features

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Cybersecurity Features

AI / Machine Learning
Behavioral Analytics
Endpoint Management
Incident Management
IOC Verification
Tokenization
Vulnerability Scanning
Whitelisting / Blacklisting

Endpoint Detection and Response (EDR) Features

Behavioral Analytics
Blacklisting/Whitelisting
Continuous Monitoring
Malware/Anomaly Detection
Prioritization
Remediation Management
Root Cause Analysis

Endpoint Protection Features

Activity Log
Antivirus
Application Security
Behavioral Analytics
Device Management
Encryption
Signature Matching
Web Threat Management
Whitelisting / Blacklisting

IT Security Features

Anti Spam
Anti Virus
Email Attachment Protection
Event Tracking
Internet Usage Monitoring
Intrusion Detection System
IP Protection
Spyware Removal
Two-Factor Authentication
Vulnerability Scanning
Web Threat Management
Web Traffic Reporting

Network Access Control (NAC) Features

Authentication
Authorization
Automated Hotfix / Updates
Centralized Policy Management
Dashboard
Device Auto-Provisioning
Device Self-Registration
Posture Assessment
Quarantine / Remediation
Secure Guest Access

Network Security Features

Access Control
Analytics / Reporting
Compliance Reporting
Firewalls
Internet Usage Monitoring
Intrusion Detection System
Threat Response
VPN
Vulnerability Scanning

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

RMM Features

Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

Remote Support Features

Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

Integrations

Domotz
Hudu
IT Glue
Microsoft 365
Quoter
Simplesat
Google Drive
HaloPSA
Jotform
Mailchimp
OpenText Core Endpoint Protection
ScalePad Quoter
Slack
Strategy Overview
Syncro
Tier2 Tickets
Warranty Wizard
Xero
Zendesk
Zendesk Chat

Integrations

Domotz
Hudu
IT Glue
Microsoft 365
Quoter
Simplesat
Google Drive
HaloPSA
Jotform
Mailchimp
OpenText Core Endpoint Protection
ScalePad Quoter
Slack
Strategy Overview
Syncro
Tier2 Tickets
Warranty Wizard
Xero
Zendesk
Zendesk Chat
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