Strategy Overview vs. Syncro Comparison


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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 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 Supported Mac 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 MSPs
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $60 per month Free Version Supported Free Trial Not Supported	Pricing $129 per user per month $129 per user per month (Core Plan) or $179 per user per month (Team Plan) 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: Review this Software	Reviews/Ratings Overall 4.7 / 5 ease 4.6 / 5 features 4.6 / 5 design 4.0 / 5 support 4.3 / 5 Read all reviews
	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 Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Not Supported In Person Not Supported
Company Information Strategy Overview United States www.strategyoverview.com	Company Information Syncro Founded: 2013 United States syncromsp.com
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Categories MSP Supported	Categories AI PSA Supported Cybersecurity Supported Dark Web Monitoring Supported Endpoint Detection and Response (EDR) Supported Endpoint Management Supported Endpoint Protection Supported IT Security Supported Managed Detection and Response (MDR) Supported MSP Supported Network Access Control (NAC) Supported Network Security Supported Professional Services Automation Supported Remote Support Supported RMM Supported
	MSP Features Backup Management Not Supported Billing & Invoicing Supported CRM Supported Dashboard Supported Help Desk Supported Issue Management Supported Live Chat Supported Patch Management Supported Privileged Access Management (PAM) Not Supported Project Management Not Supported Remote Access Supported Remote Systems Monitoring Supported Scheduling Supported Show More Features Cybersecurity Features AI / Machine Learning Not Supported Behavioral Analytics Not Supported Endpoint Management Supported Incident Management Supported IOC Verification Not Supported Tokenization Not Supported Vulnerability Scanning Supported Whitelisting / Blacklisting Not Supported Endpoint Detection and Response (EDR) Features Behavioral Analytics Not Supported Blacklisting/Whitelisting Not Supported Continuous Monitoring Supported Malware/Anomaly Detection Not Supported Prioritization Not Supported Remediation Management Not Supported Root Cause Analysis Not Supported Endpoint Protection Features Activity Log Not Supported Antivirus Not Supported Application Security Supported Behavioral Analytics Not Supported Device Management Supported Encryption Not Supported Signature Matching Not Supported Web Threat Management Supported Whitelisting / Blacklisting Not Supported IT Security Features Anti Spam Not Supported Anti Virus Not Supported Email Attachment Protection Not Supported Event Tracking Not Supported Internet Usage Monitoring Supported Intrusion Detection System Not Supported IP Protection Not Supported Spyware Removal Not Supported Two-Factor Authentication Not Supported Vulnerability Scanning Supported Web Threat Management Supported Web Traffic Reporting Not Supported Network Access Control (NAC) Features Authentication Supported Authorization Supported Automated Hotfix / Updates Not Supported Centralized Policy Management Not Supported Dashboard Supported Device Auto-Provisioning Not Supported Device Self-Registration Not Supported Posture Assessment Supported Quarantine / Remediation Not Supported Secure Guest Access Not Supported Network Security Features Access Control Supported Analytics / Reporting Supported Compliance Reporting Not Supported Firewalls Not Supported Internet Usage Monitoring Not Supported Intrusion Detection System Supported Threat Response Not Supported VPN Not Supported Vulnerability Scanning Supported Professional Services Automation Features Billing & Invoicing Supported Client Portal Supported Collaboration Tools Not Supported CRM Supported Document Management Supported Portfolio Management Not Supported Project Management Not Supported Proposal Generation Supported Quote Management Supported Resource Management Supported Time & Expense Tracking Supported RMM Features Deployment Management Supported For MSPs Supported IT Asset Management Supported Mobile Access Supported Network Monitoring Not Supported Patch Management Supported Real-time Alerts Supported Remediation Management Supported Remote Support Features Diagnostic Tools Supported File Transfer Supported Live Chat Supported Real-time Chat Supported Remote Control Supported Screen Sharing Supported Session Recording Supported Session Transfer Supported Surveys & Feedback Not Supported
Integrations Domotz Supported Hudu Supported IT Glue Supported Microsoft 365 Supported Quoter Supported Simplesat Supported Accelo Supported Auvik Supported Bitdefender GravityZone Not Supported CrewHu Supported Google Calendar Not Supported Gravity Forms Supported HappySat Not Supported HubSpot CRM Supported Ingram Micro Cloud Not Supported Microsoft Teams Not Supported Network Glue Not Supported NinjaOne Supported ShipStation Not Supported Splashtop Remote Support Not Supported Show More Integrations View All 41 Integrations	Integrations Domotz Supported Hudu Supported IT Glue Supported Microsoft 365 Supported Quoter Supported Simplesat Supported Accelo Not Supported Auvik Not Supported Bitdefender GravityZone Supported CrewHu Not Supported Google Calendar Supported Gravity Forms Not Supported HappySat Supported HubSpot CRM Not Supported Ingram Micro Cloud Supported Microsoft Teams Supported Network Glue Supported NinjaOne Not Supported ShipStation Supported Splashtop Remote Support Supported Show More Integrations View All 59 Integrations
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