CloudRadial

Pros: We use Cloudradial as an account management tool for our clients to show their assets and compliance stats. Our account managers use the planner and meeting features in sales meetings with existing clients. In a few cases, Cloudradial was the app that got us over the line in pitches for new clients. I used the knowledge base a lot and we provide a ton of content for our clients, including their own policies (infosec, QA, HR etc). I like how granular you can be about who sees the published articles. We are increasingly using the policies section to report on compliance for our clients

Cons: $7c

Pros: Reporting and layout of Office 365 Subscriptions under Licenses

Cons: Some things seem kind of burried, like finding the URL for a Report Folder so our summary reports from BrightGuage get sent regulary to a certain folder. A little hard to find.

Pros: integrates fully with our current psa/rmm

Cons: quite a lot of time goes into initial setup

Pros: You can provide intranet, customer management and training

Cons: Menu Items can be hard to find. It might be better to allow favorites, pinning for menu items.

Pros: I love the ticket management and integration with PSAs. I also like how customizable the forms are to assist users with submitting tickets.

Cons: I wish there were more options to create companies and sub companies. This would allow for greater customization that could work better for different fields.

Pros: The customer experience is straightforward. The functionality which exists is very customizable compared to industry standards. Managing Service Tickets, Assessments, Invoices, and customer Planner / Roadmaps is intuitive and easy.

Cons: $7d

Pros: The first step of the integration was quite easy and straightforward. After a bit of customization, the tool was ours. The first time our clients saw their tickets appearing on the screen of their computer, with all these information reachable in one place, I could saw the stars in their eyes.

Cons: The lack of customization on numbers of forms or data list is quite annoying. As for example, it's not possible yet to change the column displayed on the "workstations" category. It's not possible to customize the reports content. My clients doesn't need all these information about their computer on every report, yet I cannot change that, and I have to send this unoptimized report.

Pros: Super helpful tool (crucial) to someone like myself as an account manager. Single pane of glass. Customers very happy with it as well.

Cons: I don't have any cons really to suggest

Pros: Beautiful client portal tool that integrates with industry leading MSP tools and replaces multiple tools in our stack.

Cons: We are still waiting for them to ship integration with ConnectWise Project Boards (but it is coming soon).

Pros: The team is very responsive. You can see that they love the product and are there to help. We moved from a competitor who was mostly coasting.

Cons: There is a lot to getting this implemented. I would recommend the white glove support if they still have that as an option for installation.

Pros: How easy it is to get this valuable data in front of our clients with minimal data maintenance.

Cons: I wish the API was available to pull data out and input in to further automate our workflows.

Pros: For us and our customers Cloud Radial has been a great tool. It allows our customers to log, review and close their service tickets from a simple dashboard. We have also started exploring using assessments and the planner to help with customer meetings between our sales team and site contacts. I highly recommend Cloud Radial if you are looking for a customer portal. The support is great and the online documentation is some of the best I have seen. Highly recommended.

Cons: I think the reporting and dashboard side of the product and improve slightly however these are low priority use cases for us.

Pros: The end user experience in CloudRadial is amazing, it has a lot of robust data and features at your fingertips.

Cons: As an administrator and implementer, the setup is very confusing, takes a long time to adjust to the learning curve, and the lack of Project features to show clients is very disappointing.

Pros: I like the ability to create custom audits/assessments, and deliver those through a quarterly planning view. I also like the way it presents ticket data to the client. The ticket view is a drastic improvement over Manage.

Cons: It requires a significant investment of time in order to get it going, as it is very customizable to your specific processes.

Pros: Giving our clients a easy way to not only create a ticket, but check on it's status and scheduling onsite visits has helped us across the board. Faster ticket processing, less bogged down with phone calls, and happier clients, what's not to love?

Cons: That we didn't use it sooner! We used a competing product for a few months. While it was cheaper, it wasn't worth the hassle and didn't have nearly as much integrations and easy of use as CloudRadial.

Pros: I like how easy it is for your end user to navigate and enter their tickets. They can also view knowledge base articles provided for their company so that they can take care of issues themselves.

Cons: It can be a bit tedious to set up and move things around.

Pros: This makes planning for my clients future so much easier.

Cons: Permissions for user access isn't as granular as needed.

Pros: easy to deploy, decent customization of some things, good data collection.

Cons: processes don't feel user-friendly, takes a lot of searching for answers outside of the platform to perform some tasks. Also, it doesn't feel "polished".

Pros: Very simple to setup and it's easy to get customers into it since they don't need any separate login credentials

Cons: Much of the deeper information is hidden away in non-intuitive places to find like graphs etc in the right hand pull outs. There are also regular bugs that crop up and can't be replicated.

Pros: Great for Customer feedback and transparency

Cons: alerting is immature - better to interface to an RMM than do it all over again

Pros: Our primary focus initially was on the account management features for Assessments, Policies, Dashboards, Reports, and Planner. There is plenty of "meat" in there to help shape your vCIO discussions.

Cons: It requires a TREMENDOUS investment of time to really unlock the potential of the system. You may have to re-envision how you engage with your clients. For us it took 3-4 weeks of really solid work to get the system ready for a client beta. It was well worth the investment, but without that effort, I'm not sure how much value we would derive from the system.

Pros: Easy to use for us as well as clients. Very customizable. Features are unsurpassed.

Cons: Have not found any "Cons" yet to the program at this time. Fits all our needs.

Pros: The Cloudradial solution helps drive a lot of interactions we have with our customer into a common location from support to reporting to sales. Helping customers not go 10 different spots helps improve our engagement in many ways.

Cons: Nothing at the moment. We see continuous product enhancements and very happy with the solution.