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What is CloudRadial?

Demonstrating a contemporary Managed Service Provider (MSP) involves showcasing a singular, white-labeled client portal that leverages automation to facilitate Ticketing, Service Catalog management, Reporting, Client Training, and Communication. This platform seamlessly integrates with tools like Office 365, ConnectWise, Autotask, Syncro, and BMS, allowing for centralized management of all client interactions within a secure environment. By creating a fluid experience for clients that spans from ticketing to account management, you can enhance satisfaction and engagement. It’s essential for the service catalog to be user-friendly, ensuring that clients can easily navigate and purchase services from your MSP. Since there can often be discrepancies between the information you possess and what your clients provide, CloudRadial’s fully customizable intake questions and ticket triaging help streamline this process. To effectively encourage your clients to utilize the portal for service requests, it’s crucial to convey the value and convenience that it offers. By prioritizing user experience, you foster a more productive relationship that benefits both parties.

What is Broadridge Client Portal?

Boost your daily efficiency through detailed reporting and advanced search capabilities. The Client Portal serves as a convenient hub that consolidates all necessary information, enabling you to refine workflows and automate numerous tasks. Utilizing the Client Portal allows you to dramatically enhance productivity by providing access to critical shareholder data and other significant insights. This platform makes it simple to obtain on-demand reports and monitor voting outcomes in real-time, which ultimately eases your workload. The Client Portal is designed to empower you in managing your duties in a way that aligns with your preferences. This comprehensive solution offers not only essential data and historical records but also sophisticated search and filtering features alongside client notifications, ensuring you remain organized and well-informed. Furthermore, with its extensive range of functionalities, the Client Portal aims to streamline your work processes seamlessly, making it an invaluable asset for your daily operations.

Media

Media

Integrations Supported

Addigy
Autotask PSA
Auvik
Bigger Brains
BrightGauge
ConnectBooster
ConnectWise CPQ
Datto RMM
Datto SIRIS
Datto Workplace
Hudu
Kaseya BMS
Network Glue
QuoteWerks
SkyKick
Syncro
Wise-Pay
Wise-Sync
Zomentum

Integrations Supported

Teamstack

API Availability

API Availability

Pricing Information

$195 per month
for up to 500 users. Larger plans available.
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Azurative

Date Founded

2018

Company Location

United States

Company Website

www.cloudradial.com

Company Facts

Organization Name

Broadridge Financial Solutions

Date Founded

1987

Company Location

United States

Company Website

www.broadridge.com/financial-services/corporate-issuer/issuer/gain-insights-and-uncover-opportunities/client-portal

Categories and Features

Help Desk

Alerts / Escalation
Automated Routing
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Interaction Tracking
Knowledge Base
Multiple Brands / Products
Service Level Agreement (SLA) Management
Ticket Management

MSP

Backup Management
Billing & Invoicing
Dashboard
Help Desk
Issue Management
Project Management
Scheduling

Portal

Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Portal

Not specified

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