Integrations with ConnectWise Manage, IT Glue, Datto Autotask, Syncro, HaloPSA, MS365

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

Pre-built templates and completely customizable assessment tool. Create assessments around risk, stack alignment, policies and procedures, customer health and more

Dell, Lenovo, HP, Microsoft Surface, Cisco SmartNet and Meraki

Plan business reviews quarterly, monthly or as needed by client. Track notes/attendees and upload QBR artifacts

Only tool in the industry to link assessments to asset inventory and give customized quarterly roadmap report across all clients

Compare assessment results over time to show how remediate projects have increased technology health

Build your Business Review template and apply across clients with a click of the button. Then download to print OR enter presentation mode and deliver your quality QBR online, anytime