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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

Does scheduling meetings waste time in your day? TimeZest integrates seamlessly with ConnectWise Manage as part of your calendar, activity and ticketing workflow. Just decide when to initiate a scheduling request and let TimeZest do the rest! TimeZest is scheduling for ConnectWise Manage at its best, empowering your clients to find and book the time that works for them. Choices are made based on your team’s real-time availability, confirmed with automatic calendar invites, and followed up with non-invasive reminders. Tickets are updated automatically within ConnectWise Manage for an enjoyable, organic workflow extension, streamlining the scheduling process for faster ticket resolutions. With TimeZest, it’s truly effortless for your staff to directly schedule with clients from within ConnectWise Manage.

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

Companies that need a scheduling solution for ConnectWise Manage

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

$65 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

Strategy Overview
United States
www.strategyoverview.com

Company Information

TimeZest
Founded: 2019
United States
timezest.com

Alternatives

HappySat

HappySat

Invarosoft

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
CloudRadial

CloudRadial

Azurative
ConnectWise PSA

ConnectWise PSA

ConnectWise
ConnectWise BCDR

ConnectWise BCDR

ConnectWise
Thread

Thread

Thread Magic
ConnectWise SIEM

ConnectWise SIEM

ConnectWise

Categories

MSP

Categories

Integrations

Autotask PSA
HaloPSA
Auvik
BrightGauge
CrewHu
Domotz
Gravity Forms
MSPCFO
Microsoft Power BI
Microsoft Teams
NinjaOne
Quoter
Rewst
ServiceNow
Strategy Overview
Syncro
Wise-Pay
Zendesk
Zendesk Chat
tawk.to

Integrations

Autotask PSA
HaloPSA
Auvik
BrightGauge
CrewHu
Domotz
Gravity Forms
MSPCFO
Microsoft Power BI
Microsoft Teams
NinjaOne
Quoter
Rewst
ServiceNow
Strategy Overview
Syncro
Wise-Pay
Zendesk
Zendesk Chat
tawk.to
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information
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