CloudRadial

CloudRadial CSA Platform is a Client Services Automation (CSA) solution designed to optimize the client experience for managed service providers (MSPs). According to the vendor, this platform offers a unified client portal that integrates with various MSP software tools, providing self-service capabilities, ticketing functionality, account management, co-managed IT services, and asset management. CloudRadial caters to MSPs of all sizes, from small businesses to enterprise-level organizations, and is utilized by professionals and industries such as Managed Service Providers (MSPs), IT Service Providers, Technology Consultants, IT Departments, and Professional Service Firms.

Key Features

Ticketing Portal: According to the vendor, CloudRadial provides a clean and flexible ticketing interface for clients to submit problem reports and service requests. Clients can track the progress of their tickets, view ticket history, and provide feedback through integrated customer satisfaction surveys.

Service Catalog: CloudRadial offers a service catalog that facilitates client onboarding/offboarding and equipment ordering. According to the vendor, clients can access a range of self-service options and initiate various tasks effortlessly through this menu system.

Power Automate Integration: The vendor claims that CloudRadial integrates with Microsoft's Power Automate platform, enabling advanced workflows and process automation between the two systems.

Slack & Teams Notifications: According to the vendor, CloudRadial allows for selective ticket notifications to be sent to Slack and Teams channels, improving communication and facilitating prompt response to critical issues.

Approval Workflows: CloudRadial offers customizable approval workflows based on user roles or a defined list of approvers, streamlining decision-making processes and ensuring efficient ticket handling.

Signature Required: According to the vendor, CloudRadial allows for presenting terms of service and requesting customer signatures within tickets, ensuring compliance and obtaining necessary approvals seamlessly.

Broadcast Messages: CloudRadial enables the push of important updates to clients through web or desktop applications using broadcast messages, keeping clients informed about outages, updates, and general information efficiently.

vCIO Planner: The vendor states that CloudRadial provides clients with a visual IT roadmap, showcasing completed projects and proposed efforts. Clients can set up quarterly business reviews (QBRs) instantly and gain insights through visually appealing dashboards and customizable client-facing assessments.

Infrastructure Reporting: CloudRadial offers comprehensive asset information on endpoints, servers, applications, and domains through infrastructure reporting, providing insights into the status of the IT infrastructure.

Desktop Tray Application: According to the vendor, CloudRadial provides a desktop tray application that increases portal adoption by providing convenient access to the client portal from the system tray. Users can execute local applications directly from the portal and add screenshots to tickets effortlessly.