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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 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

Companies that need a scheduling solution for ConnectWise Manage

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

$65 per month
Free Version 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 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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

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
ConnectWise PSA

ConnectWise PSA

ConnectWise
CloudRadial

CloudRadial

Azurative
ConnectWise BCDR

ConnectWise BCDR

ConnectWise
ConnectWise SIEM

ConnectWise SIEM

ConnectWise

Categories

MSP Supported

Categories

Scheduling Supported

Integrations

Autotask PSA Supported
HaloPSA Supported
Calendly Supported
ConnectWise PSA Not Supported
Drift Supported
Gravity Forms Supported
Hudu Supported
IT Glue Supported
Jotform Supported
Kaseya BMS Supported
LiveChat Supported
Microsoft 365 Supported
Microsoft Forms Supported
Microsoft Outlook Not Supported
Microsoft Power BI Supported
Neo Agent Not Supported
Quoter Supported
TimeZest Supported
Zendesk Supported
Zendesk Chat Supported

Integrations

Autotask PSA Supported
HaloPSA Supported
Calendly Not Supported
ConnectWise PSA Supported
Drift Not Supported
Gravity Forms Not Supported
Hudu Not Supported
IT Glue Not Supported
Jotform Not Supported
Kaseya BMS Not Supported
LiveChat Not Supported
Microsoft 365 Not Supported
Microsoft Forms Not Supported
Microsoft Outlook Supported
Microsoft Power BI Not Supported
Neo Agent Supported
Quoter Not Supported
TimeZest Not Supported
Zendesk Not Supported
Zendesk Chat Not Supported
Claim Strategy Overview and update features and information
Claim Strategy Overview and update features and information
Claim TimeZest and update features and information
Claim TimeZest and update features and information