Alternatives to CloudRadial
Compare CloudRadial alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CloudRadial in 2026. Compare features, ratings, user reviews, pricing, and more from CloudRadial competitors and alternatives in order to make an informed decision for your business.
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1
ManageEngine ServiceDesk Plus
ManageEngine
Best in class online service desk software. Offer your customers world-class services with ServiceDesk Plus Cloud, the easy-to-use SaaS service desk software from ManageEngine, the IT management division of Zoho. Track and manage IT tickets efficiently, resolve issues faster, and ensure end-user satisfaction with the cloud-based IT ticketing system used by over 100,000 IT service desks worldwide. Manage the complete life cycle of IT incidents, problems, changes, and projects with out of the box ITIL workflows. Create support SLAs, define escalation levels, and ensure compliance. Automate ticket dispatch, categorization, classification, and assignment based on predefined business rules, and set up notifications and alerts for timely ticket resolution. Reduce walk ins and unnecessary tickets by giving your users more control. Enable end users to access IT services through your service catalog in the self-service portal. Help users create and track tickets and search for solutions. -
2
ConnectWise PSA
ConnectWise
ConnectWise PSA, formerly ConnectWise Manage, is a robust business management platform made for companies that offer, service, and support technology. Trusted by more than 100,000 users, ConnectWise PSA offers a wealth of features that enables teams to achieve greater accountability, operational efficiency, and profitability. The platform comes with help desk, time tracking and billing, project management, account management, agreements, sales and marketing, procurement, and reporting tools. -
3
ConnectWise ScreenConnect
ConnectWise
ConnectWise ScreenConnect, formerly ConnectWise Control, is a remote support solution for Managed Service Providers (MSP), Value Added Resellers (VAR), internal IT teams, and managed security providers. Fast, reliable, secure, and simple to use, ConnectWise ScreenConnect helps businesses solve their customers' issues faster from any location. The platform features remote support, remote access, remote meeting, customization, and integrations with leading business tools. Raise the bar for remote support and reduce customer downtime. Give technicians the ability to deliver superior service through reliable, direct connections to access desktops, mobile devices, and more when needed. Fast, flexible, and secure remote desktop and mobile support solutions for every industry and need. Not sure which version you need? Try all the features and we'll guide you on the best fit for your situation. Free 14-day trial, no credit card required.Starting Price: $27 per month -
4
ConnectWise RMM
ConnectWise
Don’t settle when it comes to managing your clients’ IT infrastructure. Exceed their expectations with ConnectWise RMM, our MSP RMM software that provides proactive tools and NOC services—regardless of device environment. With the number of new vulnerabilities rising each year, smart patching procedures have never been more important. We automatically test and deploy patches when they are viable and restrict patches that are harmful. Get better protection for clients while you spend less time managing endpoints and more time growing your business. It’s tough to locate, afford, and retain quality talent. In fact, 81% of IT leaders say it’s hard to find the recruits they need. Add ConnectWise RMM, NOC services and get the expertise and problem resolution you need to become the advisor your clients demand—without adding headcount. -
5
ConnectWise SIEM
ConnectWise
ConnectWise SIEM (formerly Perch) offers threat detection and response backed by an in-house Security Operations Center (SOC). Defend against business email compromise, account takeovers, and see beyond your network traffic. Our team of threat analysts does all the tedium for you, eliminating the noise and sending only identified and verified treats to action on. Built with multi-tenancy, ConnectWise SIEM helps you keep clients safe with the best threat intel on the market.Starting Price: $10 per month -
6
ConnectWise Automate
ConnectWise
Solve IT problems at the speed of business with ConnectWise Automate. A robust remote monitoring and management (RMM) platform, ConnectWise Automate helps boost the effectiveness of IT teams. It offers teams the ability to discover all devices and users that need to be proactively monitored, remove delivery roadblocks, and support more endpoints without adding headaches or head count. -
7
BrightGauge
ConnectWise
BrightGauge, a ConnectWise solution, was started in 2011 to fill a missing need in the small-to-medium IT Services industry: a better way to manage data and provide the value of work to clients. BrightGauge Software allows you to display all of your important business metrics in one place through the use of gauges, dashboards, and client reports. Used by more than 1,800 companies worldwide, BrightGauge integrates with popular business solutions on the market, like ConnectWise, Continuum, Webroot, QuickBooks, Datto, IT Glue, Zendesk, Harvest, Smileback, and so many more. Dig deeper into your data by adding, subtracting, multiplying, and dividing one metric against another. BrightGauge automatically computes these formulas for you. Want to show your prospects how quick you are to respond to tickets? Show off your data with embeddable gauges on public sites.Starting Price: $283 per month -
8
Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
9
N-able N‑central
N-able
Join the thousands of MSPs and IT professionals who use N-able™ N-central® to remotely monitor and manage devices and complex networks. Key features include: • Monitor almost any device, including support for Windows, Linux, and macOS • Gain complete insight across your network and cloud services without the need for extra network monitoring software • Create automated patch management policies to ensure devices are up to date • Streamline your workflow with drag-and-drop scripting in automation manager—no need to write a line of code • Provide remote support across devices and platforms with the integrated Take Control feature • Integrate your existing PSA software or use N-able MSP Manager to manage tickets and billing • Manage security with integrated backup, EDR, AV, and disk encryption • Available as an on-premises or hosted cloud solution to fit your business -
10
SMART Software
SMART
Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.Starting Price: $74.99 -
11
Invarosoft
Invarosoft
Customer Experience Software Built for MSPs & IT Teams. Improve your CX, Productivity, Security & Communication by front-ending your PSA or ITSM tool with; Apps, Bots, Forms, Approvals, Sentiment Analysis, Push, Client Portal + more. Customize your App per client and increase customer satisfaction and NPS scores. It's one pane of glass customers love. Reduce support tickets by up to 10% with ITSupportBot™. Use our embedded 'Self-Service Bot' to stop unnecessary tickets and 'Smart Engineer Bot'. Improve engineer productivity by getting right ticket information the 1st time! Engineers are happier doing less admin. Get a powerful unique selling proposition that helps you deliver a remarkable experience, beat the competition and win more MRR deals.Starting Price: $189 per month -
12
DeskDirector
DeskDirector
With DD Tech you can work on your ConnectWise and Autotask tickets anywhere, on any device. Fully customizable Service Catalog and superior Custom Forms to give quick and relevant first-contact support to your users. Stay connected to your users and keep providing excellent service with DD Chat. Send templated emails that allow the user to add notes to the tickets or start chats with your techs. From sharing tickets with clients to dynamic service experiences - DeskDirector can meet the needs of your MSP.Starting Price: $97 per month -
13
Strategy Overview
Strategy Overview
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.Starting Price: $60 per month -
14
Thread
Thread Magic
Thread is an AI-powered Service Desk platform built for MSPs that delivers agentic triage, automation, and seamless chat experiences — all without code. Designed to deploy in under 30 minutes, Thread integrates instantly with your PSA tools like ConnectWise, Autotask, and HaloPSA. Its AI agents automate intake, categorize tickets, and generate recaps and time entries, saving technicians up to 19 minutes per request. With a unified inbox, teams can manage conversations from Teams, Slack, or Messenger in one responsive workspace. Thread boosts operational efficiency, cuts overhead, and transforms the client experience with faster resolutions and 1:1 or group chat support. It’s the fastest way to scale your MSP service desk while maintaining exceptional service quality. -
15
HappySat
Invarosoft
HappySat is a customer feedback platform built for MSPs that streamlines both CSAT (Customer Satisfaction) and NPS (Net Promoter Score) surveys through integration with PSA tools. It captures client feedback via a four-smiley-face CSAT system for everyday tickets, projects, and onboarding, while NPS surveys measure overall satisfaction. It provides real-time reporting and alerts, enabling MSPs to celebrate successes and promptly address negative responses. Seamless embedded survey functionality (via snippet code) works with major PSA systems, such as ConnectWise, Autotask, Kaseya BMS, Halo PSA, Syncro, and RepairShopr, making setup quick and centralizing feedback within existing workflows. HappySat can be used standalone or as part of Invarosoft’s Stack Saver bundles, offering comprehensive feedback collection and analysis in one platform.Starting Price: $49 per month -
16
AI Autopilot
AI Autopilot
AI Autopilot is an advanced agentic AI automation platform designed specifically for MSPs to streamline IT operations with intelligent automation. It provides specialized AI agents that handle ticket triage, prioritization, routing, escalation, and SLA monitoring with MSP-grade accuracy. The system integrates natively with major PSA, RMM, documentation, and automation tools like ConnectWise, Autotask, Ninja RMM, IT Glue, Liongard, and Rewst. By automating repetitive tasks, AI Autopilot helps MSPs resolve tickets faster, reduce labor costs, and deliver 24/7 support coverage. Users can even enable ticket creation directly from Microsoft Teams and Slack for a frictionless support experience. With upcoming integrations like MCP, CrewAI, LangChain, and deep RPA orchestration, the platform continues to evolve into a next-generation multi-agent AI infrastructure for MSPs.Starting Price: $99/month -
17
MSPDarkIntel
MSPDarkIntel
MSP Dark Intel is a specialized dark web monitoring platform built by MSPs for MSPs, designed to help managed service providers protect their clients and generate recurring revenue. It monitors over 500 billion breached assets in real time, providing immediate alerts for compromised credentials and detailed breach reports. The platform supports multi-client management through an intuitive dashboard and integrates seamlessly with popular tools like ConnectWise, Autotask, Microsoft 365, Slack, and Teams. MSP Dark Intel offers unlimited prospecting scans and reports, helping MSPs identify and convert new clients easily. With no long-term contracts and month-to-month billing, it provides flexibility and minimal overhead. Thousands of MSPs use this platform to boost client retention, grow predictable monthly revenue, and deliver critical cybersecurity services. -
18
Agency Handy
Agency Handy
Agency Handy is an all-in-one client portal software designed to streamline operations for agencies by consolidating client management, project tracking, task assignments, invoicing, payments, and communication within a single platform. Users can create detailed service catalogs with customizable packages, share them publicly or embed them on their websites, and set up tailored intake and order forms to gather necessary client information efficiently. It supports seamless client onboarding by allowing the creation of client profiles with essential information and automated email invitations for quick confirmations. Agency Handy offers robust task management features, including Kanban boards for visualizing project progress, real-time collaboration tools for team and client communication, and integrated file feedback and annotation capabilities. Financial operations are simplified through automated invoicing with support for various payment gateways.Starting Price: $49 per month -
19
ScalePad Cognition360
ScalePad
ScalePad Cognition360 transforms ConnectWise PSA ticket data into powerful, predictive business intelligence designed specifically for managed service providers. It offers over 130 interactive, drill‑down reports and benchmarks that surface root‑cause insights related to profitability, technician efficiency, ticket dynamics, project performance, agreement renewals, and more. By offloading reporting to a dedicated data warehouse, Cognition360 minimizes impact on production systems while enabling historical trend analysis and “what‑if” forecasting. Built-in machine learning and AI provide predictive analytics, allowing MSP executives and vCIOs to identify capacity constraints, hidden cost drivers, client-level profitability, and operational bottlenecks, often resulting in a 10–15 % increase in profitability. Integration is seamless for ConnectWise Manage users, requiring minimal setup and leveraging existing Power BI licenses for accessible report visualization.Starting Price: $449 per month -
20
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
21
Acronis Automation
Acronis
Acronis Automation is a Professional Services Automation (PSA) solution tailored for modern Managed Service Providers (MSPs), designed to streamline and enhance business operations. It offers comprehensive features including service desk management, billing and invoicing automation, Customer Relationship Management (CRM), project management, stock inventory control, and Key Performance Indicator (KPI) reporting. By integrating natively with Acronis' Remote Monitoring and Management (RMM), cybersecurity, and data protection services within a single console, it enables MSPs to automate billing for various services, manage tickets efficiently, and gain valuable insights into business performance. This centralized approach not only reduces manual efforts but also improves client satisfaction and operational efficiency, empowering MSPs to make informed, data-driven decisions.Starting Price: $49.00/month/user -
22
SPP.co
SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.Starting Price: $99 per month -
23
Spiceworks MSP
Spiceworks
With a little know-how, you can make Spiceworks your mission control for all the networks you serve. Spiceworks allows you to collect network info from all your client sites (over secure HTTPS), then consolidate and manage it all from one single, convenient spot! After a quick setup in Spiceworks, each of your clients can have their very own custom user portal to submit help desk tickets, and they’ll all get funneled to your central Spiceworks installation. The multi-site help desk management capabilities provide each client with their own Active Directory authentication for security. You can also easily browse all your open help tickets in the same place, auto-assign tickets to your team based on client, create detailed reports, and more! IT’s on the go! Open, close, assign, and even respond to help desk tickets right from your mobile device, all with a few simple text commands. Now you can manage all client requests whether you’re onsite, at lunch, or even on the golf course! -
24
TimeZest
TimeZest
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.Starting Price: $65 per month -
25
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
26
Deepser
Deepser
Help Desk for Managed Service Providers. Customer Service and Device Management. Managed Service Providers (MSPs) are faced with monitoring and servicing increasingly large and complex IT infrastructures. Clearly, automating these processes, as much as possible, helps to minimize any downtime of the customer’s infrastructure and reduce inconvenience. Just providing a Help Desk portal to customers is no longer sufficient to be competitive in the market; a complete tool is needed to manage the different aspects of a Service Provider’s business. Thanks to our IT Asset Management, you get a complete and unified view of the devices managed at your customers’ location; their infrastructure, such as IP addresses, subnets, network devices, of installed software and operating systems. The Service Desk tool allows you to manage contracts and deadlines, as well as respect SLAs. You can also involve salespeople to inform them of the client status. -
27
Kaseya BMS
Kaseya
Kaseya BMS is a next-generation Professional Services Automation (PSA) software designed to boost productivity by simplifying IT service delivery and business operations. It provides a single console to manage ticketing, project and task management, billing, quoting, and remote support. With AI-powered tools for faster ticket resolution and integrated documentation, Kaseya BMS helps IT teams streamline workflows, improve collaboration, and deliver exceptional customer service efficiently. -
28
Richdesk
Richdesk
Richdesk is a help desk & asset management software solution. Prioritize and assign tickets to the right agents, quickly organize ticket queues, capture resolutions for knowledge sharing and service improvement. Help staff and customers to help themselves with workflow-driven guidance, on-line knowledge, service catalog and resolution status. Automate simple help desk tasks such as ticket triage, agent assignment, team notification, SLA alerting, ticket templates and canned responses. Upload, track and manage any category of asset using customizable configuration item styles, asset maintenance and service history. Agent, team and customer stats, one-click export from ticket queues and asset lists, inbuilt dashboard and report generator. All the service management features you need, all in one place. Self-service portals that reduce repetitive calls. Fully-integrated asset management. -
29
StratoZen
ConnectWise
Cut the cost and reduce the complexity of delivering cybersecurity with StratoZen. MSPs require the best in cybersecurity to keep their clients secure. ConnectWise now offers StratoZen co-managed SIEM solutions and SOC-as-a-Service that integrate with your current security offerings to closely monitor and work within your system. StratoZen was built with service providers in mind, offering unmatched flexibility and high levels of accuracy—so you can take your security practice to the next level. Enjoy the benefits of a comprehensive SIEM-as-a-service solution that’s fully hosted in the cloud—without the hassle or high expense. SIEM systems and output are complex. A co-managed SIEM does all the heavy lifting for you—so you always get the highest level of both value and security. Avoid the headache that comes with building and maintaining an in-house Security Operations Center (SOC) with StratoZen’s flexible SOC options. -
30
HelpdeskEddy
Eddy Soft
Connect all communication channels where customers usually write to you. Automate the ticket processing process. It doesn't matter where your client writes - to email, WhatsApp, Instagram Direct or a comment on Facebook, all requests will be displayed in your portal in the form of tickets. All correspondence with clients is conducted directly from the Helpdeskeddy interface and is saved in the client card for history. Your operators no longer have to monitor 10 different systems and switch between tabs. Each ticket has a status. When the operator finishes processing a request, it sets the ticket to "completed" status and moves on to the next pending request. Automatically distribute new tickets between operators depending on their load or ticket parameters. Set up automatic responses to customer requests and processing notifications.Starting Price: $10 per user per month -
31
Support Fusion
Support Fusion
Support Fusion is a zero-code integration platform built for Managed Service Providers (MSPs) who work with enterprise clients. Our software automates ticket sync between ITSM platforms (like ServiceNow, Jira, Zendesk) and MSP PSA tools (like ConnectWise, Autotask, HaloPSA). We enable bi-directional syncing of tickets, statuses, comments, and attachments - so both sides stay up to date without double handling. MSPs save hours each week, avoid SLA breaches, and get accurate reporting without manual effort. Designed for mid-to-large MSPs serving enterprise accounts, Support Fusion eliminates rework and unlocks growth by turning support data into structured service intelligence. Get started in minutes with prebuilt connectors and guided setup - no custom scripts or development needed.Starting Price: $500 -
32
ClientDesk
ClientDesk
ClientDesk is a branded client portal built for freelancers. Stop juggling Dropbox, email, and spreadsheets — give your clients a professional portal where they can view project status, download files, and stay informed. Features include branded portals with your logo and colors, one-click file sharing (no client signup required), magic link access (no passwords to forget), project progress tracking, and white-label options. Set up in under 5 minutes. Free forever for 1 client.Starting Price: $12/month -
33
ScalePad Backup Radar
ScalePad
ScalePad Backup Radar is an automated, cloud-native backup monitoring and reporting solution designed specifically for managed service providers. It consolidates backup statuses across servers, workstations, VMs, and NAS devices from over 300 integrations (including major RMM, PSA, and backup tools), presenting them in a customizable dashboard. It highlights gaps, supports trend analysis, and surfaces only actionable alerts through intelligent ticketing that groups, appends, and auto-closes notifications to avoid noise. Backup Radar also delivers color-coded, white-label reports with flexible scheduling, which can be embedded within ScalePad’s Lifecycle Manager for unified client insights. It adheres to SOC 2 Type II and ISO 27001 cybersecurity standards and offers seamless API-powered PSA ticket integrations to automate incident workflows and maintain compliance.Starting Price: $99 per month -
34
Accelo
Accelo
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease.Starting Price: $24 / User / Product / Month -
35
ITFlow
ITFlow
Free open source ITGlue alternative - Client IT Documentation, Ticketing, Invoicing and Accounting Web Application for MSPs (Managed Service Providers). ITFlow consolidates common MSP requirements (ticketing, wiki/docs, CMDB and accounting) into one tool. ITFlow is primarily targeted towards Managed Service Providers but may also be suitable for internal IT departments.Starting Price: Free -
36
Broadridge Client Portal
Broadridge Financial Solutions
Work smarter every day with detailed reporting and advanced search capabilities. The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks. Boost efficiency by using the Client Portal to access shareholder data and other important information. From accessing on-demand reports to monitoring real-time voting results, the Client Portal serves to make your life easier. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. Boost efficiency by using the Client Portal to access shareholder data and other important information. -
37
Zapa Client Portals
Breichbilt
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.Starting Price: $52 per month, unlimited users -
38
OpenFrame
Flamingo AI, Inc.
OpenFrame is an open-source IT and security platform built for MSPs who are done paying 30% of revenue to vendors. It unifies endpoint management, security monitoring, and automation into one platform—replacing expensive tools like ConnectWise, Kaseya, and Datto with vetted FOSS alternatives. The platform includes AI copilots (Fae for end-users, Mingo for technicians) that handle routine tasks and reduce labor costs. Multi-tenant architecture means you manage all your clients from a single pane of glass. Key capabilities: unified endpoint management and security monitoring, customizable workflows through modular architecture, AI-driven automation for common IT tasks, and community-driven development for continuous improvement. MSPs using OpenFrame typically reduce vendor payouts by 20-35% while improving EBITDA from 8-12% to 50-60%. Built on the same battle-tested open-source tools already running critical infrastructure worldwide. -
39
Atria
Atria
Growth isn’t guaranteed. That’s why we created Atria, the unified Active Directory, Workspace, and Microsoft 365 management portal that helps managed services providers like you scale more successfully. Atria gives you the solutions you need to automate and standardize service delivery, reducing helpdesk tickets and escalations dramatically improving operational efficiency. Whether you need to streamline service tickets and tasks, supercharge your helpdesk, or empower customers with self-service, Atria can help—and save you measurable time and money you’ll start realizing in no time. With over 20 years in the managed services industry, Atria is specifically designed to help your business grow. Most Helpdesk tools are either ticketing systems – capture info and then do the job, or Workflow – move the job around teams. Only Atria takes the actual tasks you do from user provisioning to license purchasing and streamlines them. -
40
Accordo
Accordo
Get an at-a-glance view across your clients of their Office 365 licenses so you can zero in on who you need to engage with to optimize and improve their cloud spend. Quickly drill down into clients with the most licenses unassigned, and revenue at risk to quickly assess what changes may be needed and how they can optimize and right-size cloud spend. View all clients’ secure scores in one place to quickly identify and target clients with initiatives to improve their security posture. Quickly reconcile your Office 365 billing details and identify discrepancies. If you have ConnectWise Manage or Autotask, discrepancies are identified automatically. Instantly view recommendations to drive client engagement, accelerate monthly revenue and discover pull through projects for future customer engagement planning.Starting Price: $0.30 per user per month -
41
Client Portal
Client Portal
Set yourself apart from your competitors by giving your customers a professional, organized client portal. Client Portal integrates with WordPress to help you manage your client projects... without the bulky project management software. Projects can get messy. No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables. Most files you send will likely be emailed across. These can quickly become buried in both yours' and your clients' inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago. Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more "Can you send me our logo? I've lost it again!" requests.Starting Price: $199 per year -
42
Oroson
Oroson
The fast, visual way to impress your clients. Kill endless client email threads. Share ideas, files and feedback in one frustration-free client portal. Are you wasting time and energy switching from email to online docs, to notepads and apps - and back again? Ideas, inspiration and discussions happen all over the place. But your brilliance means nothing if your clients can't see it. Vital conversations, files and ideas get scattered across inbox-choking email chains and messy shared folders. Juggling poorly suited tools can double your workload, sap enthusiasm and kill project momentum. Who wants that? Bring deliverables and feedback together in one clear view. Unlike email and other tools, Oroson displays feedback and files side-by-side. Save hours chasing for valuable feedback. Spend more time delivering your best work instead. If you find staying on track a hassle, so do your clients. Oroson doesn't force them to add new steps or learn a bunch of tricky tools.Starting Price: £49.99 per month -
43
N-able MSP Manager
N-able
You’re in this business to make money (and to provide outstanding IT service). Yet, too often, help desk software eats into profits by tying engineers up in overhead. N-able MSP Manager™ breaks this pattern by giving you the ability to capture the critical elements you need without bogging you down in minutia. MSP Manager helps you provide value that keeps your clients. Access all of your customer knowledge from one IT service management system. Make life convenient for your customers with your own brandable customer portal. Keep on top of your business’ health with crystal-clear dashboards and reports. Solve issues fast while onsite with our MSP Manager mobile app. Simplify logistics with easy and quick scheduling. Capture the essentials with quick ticketing that lets you get back to work. Every non-billable moment an engineer spends adding unnecessary details on a ticket costs your business. And over time, those costs can really add up. -
44
FeatValue
FeatValue
FeatValue is a customer portal for agencies and service providers. Thanks to its deep integration into the most popular project management systems, clients can be easily integrated into existing processes. FeatValue synchronizes the tasks and offers a review process for the client. Clients can create tasks and view the processing status. -
45
Autotask PSA
Datto, a Kaseya company
Datto’s Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based PSA platform providing a singular view of the entire business - enabling MSPs to centralize business operations and make data-driven decisions to improve service, productivity and profitability. Autotask PSA allows MSPs to run all aspects of their business at peak efficiency. It combines all the mission-critical tools necessary to run a managed services business. Autotask PSA centralizes operations and provides instant understanding through customizable dashboards and widgets, enabling you to make data-driven decisions. Autotask PSA does not require extensive testing, maintenance, or updates and has a proven track record of consistently delivering 99.99% uptime and unmatched security. PSA is the central hub for any MSP providing a single pane of glass view across the business and increasing efficiency through automating workflows.Starting Price: $50 per user per month -
46
Aderant Drive
Aderant
Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value. -
47
Wise-Pay
Wise-Sync
Your must-have payment solution is Wise-Pay. Shorten your cash gap with the ultimate add-on: Wise-Pay, the preferred choice for 26,000+ payers, providing integrated payment automation across some of the world’s largest payment providers - you’ll never have to chase a payment again. Each time you handle an invoice, it costs you money. Wise-Pay seamlessly reconciles invoice payments in your accounting platform, and automatically creates client invoices for credit card surcharge payments, overpayments and pre-payments. Wise-Pay removes the obstacles that prevent you from accessing a vast number of platforms - enabling a payment process that makes it super simple (and fast) for your customers to pay you. Some integrations include: ConnectWise Customer Portal, CW Sell, Invarosoft IT Support Panel, Desk Director, QuoteWerks, CloudRadial, iSell eCommerce Platform. Say goodbye to monotonous tasks, everywhere from banking checks to reconciling accounts. -
48
Spiraldesk
Spiraldesk Holdings
Spiraldesk is a web-based multi-brand helpdesk, that manages customer service and communication for companies which operates with multiple entities, profit centers, locations, products or brands. Companies run multiple non-connecting business units with the same top management. Spiraldesk acts as a single platform to monitor the customer service process in each entity, even if they have a separate process for each of them. A business unit could be using a certain set of applications like a CRM, to ease their process. Classify your tickets based on brands, products, companies, locations or clients and see it in one place. Create custom filters and access them easily from our web interface and the mobile app. Tag your tickets based on subject, contents, customer, etc and access them in a click.Starting Price: $10 per user per month -
49
Clinked
Rabbitsoft
Clinked is a cloud-based white-label client portal, allowing teams to share files, manage projects, and collaborate. Clinked key features include third-party application integrations, search tool, file sharing, task management, and collaboration tools. Clinked is also accessible via Android and iOS mobile applications.Starting Price: $99.00/month -
50
VI Service Desk
Velocity Integrations Software
The VI Service Desk is an IT Help Desk system built exclusively for HCL Notes/Domino®. It integrates seamlessly, giving you the highest ROI and lowest TCO. Create a Service Catalog with the Incident, Problem, Change, and Request Management processes or start using the VI Service Desk as a traditional help desk ticketing system and turn on features as you grow. Our new SLA Engine allows you to define start, pause, and stop conditions for SLAs based on ticket conditions. Define SLA Milestones based on a percentage of the expired SLA duration to automatically send notifications to the appropriate personnel. Implement the VI Service Desk on a global scale as a central web-based application, a replicated Notes application, or both. Access the application through the Notes client, all major browsers, iPad, and other mobile devices. Utilizing proven Domino security features, the VI Service Desk allows for security configuration based on user, group, and roles.Starting Price: $900 one-time payment
