📋 IT Roadmap Tools

Greenlight CRM

Call centre software that solves all your customer contact technology requirements.

A hosted call center solution with a focus on compliance, scripting, and data management.

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Strategy Overview

vCIO & QBR Automation Software for MSPs.

A platform to automate QBRs with assessments, roadmaps, budgets, and a client portal.

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CSAT.ai

Fix it before you end it.

A real-time customer sentiment analysis tool to improve service quality.

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Liongard

Configuration Change Detection and Response.

An automation platform that captures deep configuration data across the IT stack.

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Hudu

Powerful IT documentation for your team.

A self-hostable IT documentation platform with a focus on security and customization.

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Invarosoft vCIO Hero

The #1 Sales Focused vCIO Platform.

A QBR-focused platform that uses a 'Good, Better, Best' model for recommendations.

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Gradient MSP

The Billing Reconciliation Solution for MSPs.

Automates billing reconciliation to help MSPs capture missed revenue.

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Narmada

Unified vCIO Management Platform.

Combines vCIO activities, technology alignment, and network documentation in one platform.

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IT Glue

A Kaseya Company. Your single source of truth.

A market-leading IT documentation platform for MSPs.

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HaloPSA

The all-in-one PSA software for MSPs.

A modern, all-in-one PSA platform with extensive capabilities, including project management.

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ScalePad Lifecycle Manager

Automated asset lifecycle management for MSPs.

Helps MSPs automate asset tracking, warranty lookup, and reporting for QBRs and vCIO services.

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DeskDirector

The Ultimate Client Portal for MSPs.

A client portal focused on improving customer service, ticketing, and client communication.

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CloudRadial

AI-Powered Service Delivery and Client Success Platform.

A unified client portal for MSPs that includes ticketing, reporting, and vCIO/QBR features.

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Zomentum Grow

The Ultimate Sales Acceleration Platform for Technology Partners.

A sales platform that combines pipeline management, quoting, proposals, and e-signatures.

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BrightGauge

A ConnectWise solution.

A business intelligence platform for MSPs to create dashboards and reports.

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vCIOToolbox

A Unified Platform for Account Managers, vCIOs, vCISOs, and Technology Leaders.

An account management and advisory platform for MSPs focusing on QBRs, GRC, and CX.

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BeeCastle

Account Management for Microsoft Partners.

An account management platform that helps MSPs manage client relationships and identify opportunities.

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RapidFire Tools

Your Complete IT Risk Management Toolkit.

A suite of IT assessment, security, and compliance tools for MSPs.

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ConnectSecure

Cybersecurity for MSPs, Simplified.

A cybersecurity solution for vulnerability and compliance management.

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Propel Your MSP

Powerful MSP IT Roadmap App for vCIOs.

Create 5-Year client IT Roadmap plans with accuracy and speed.

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myITprocess

A TruMethods brand.

A vCIO software to create technology roadmaps and align IT with business goals.

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Humanize IT

We help MSPs with a repeatable process for QBRs and Account Management.

A platform focused on improving the communication and strategy of QBRs and client meetings.

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Cognition360

MSP Analytics & Business Intelligence.

A business intelligence and analytics platform for MSPs using ConnectWise.

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AuditforIT

IT Assessment & Compliance Tool.

A tool for conducting IT audits, risk assessments, and creating compliance reports.

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Goolash

Automated Microsoft 365 & Azure Billing for Autotask.

An integration tool to automate Microsoft 365 license billing into Autotask PSA.

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