Related Products
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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.
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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.
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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
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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
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Audience
vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations
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Audience
Companies that need a scheduling solution for ConnectWise Manage
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$60 per month
Free Version
Supported
Free Trial
Not Supported
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Pricing
$65 per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationStrategy Overview
United States
www.strategyoverview.com
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Company InformationTimeZest
Founded: 2019
United States
timezest.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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