Primary Integrations
***Autotask
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Integrations with ConnectWise Manage, IT Glue, Datto Autotask, Syncro, HaloPSA, MS365
Dell, Lenovo, HP, Microsoft Surface, Cisco SmartNet and Meraki
Customized detail and summary budget forecasts in exec-friendly reports
Color-coded for fast queries and downloadable csv/word reports on assets, users, contracts, projects
Data quality, ad hoc reporting on assets and assessments, Microsoft 365 subscription summary
Only tool in the industry to link assessments to asset inventory and give customized quarterly roadmap report across all clients
Pre-built templates and completely customizable assessment tool. Create assessments around risk, stack alignment, policies and procedures, customer health and more
Compare assessment results over time to show how remediate projects have increased technology health
Plan business reviews quarterly, monthly or as needed by client. Track notes/attendees and upload QBR artifacts
Build your Business Review template and apply across clients with a click of the button. Then download to print OR enter present mode and deliver your quality QBR online, anytime
