Integrations | Strategy Overview

About
Features

vCIO/QBR Strategy

Your dream QBR with assessments, executive summaries, dashboards, roadmap, budgets and anything you can imagine

Client Portal

Fully white labeled client portal to see strategy, roadmap, budgets, health scores, users list, assets, tickets and more

Asset Lifecycle/Warranty Updating

Clean asset lists with ability to grade, budget and enrich data with our warranty updating integration

Office 365 Reporting

A comprehensive suite of productivity tools designed to empower individuals and organizations to achieve more
Integrations
Connectwise

Autotask

BMS by Kaseya

Syncro

Halo PSA

Warranty Updating

ITGlue

Brightgauge

Office 365 Reporting

All Integrations
Pricing
Training
Contact

Core Integrations

Live!

PSA/CRM

API

Live!

PSA/CRM

API

Live!

PSA/CRM

API

Live!

PSA/CRM

API

Live!

PSA/CRM

API

Featured Integrations

Live!

Data

API

Live!

Data

API

Live!

Billing

Embed

Live!

Automation

Embed

Live!

Data

API

Live!

Dashboard

Embed

Live!

Chat

Embed

Live!

Forms

Embed

Live!

Calendar

Embed

Live!

Calendar

Embed

All Integrations

Coming

PSA/CRM

Embed

Coming

PSA/CRM

Embed

Live!

PSA/CRM

API

Coming

Network

Embed

Live!

PSA/CRM

API

Live!

Calendar

Embed

Live!

Dashboard

Embed

Live!

Calendar

Embed

Live!

Billing

Embed

Coming

Proposals

Embed

Coming

Customer Satisfaction

Embed

Live!

PSA/CRM

API

Coming

Network

Embed

Coming

Chat

Embed

Live!

Forms

Embed

Live!

PSA/CRM

API

Coming

Chat

Embed

Coming

Documentation

Embed

Coming

Data

Embed

Coming

Documentation

Embed

Live!

Data

API

Live!

Forms

Embed

Coming

Network

Embed

Coming

Chat

Embed

Live!

Forms

Embed

Live!

Dashboard

Embed

Coming

Data

Embed

Coming

PSA/CRM

Embed

Live!

Data

API

Live!

Dashboard

Embed

Coming

Proposals

Embed

Coming

Proposals

Embed

Live!

Automation

Embed

Coming

PSA/CRM

Embed

Coming

PSA/CRM

Embed

Coming

Customer Satisfaction

Embed

Coming

Customer Satisfaction

Embed

Live!

PSA/CRM

API

Coming

Chat

Embed

Live!

Chat

Embed

Live!

Calendar

Embed

Live!

Data

API

Live!

Billing

Embed

Coming

PSA/CRM

Embed

Coming

Chat

Embed

Documentation

Embed

All

PSA

Category #2

Category #3

All

PSA

Category #2

Category #3

PSA/CRM

Accelo

Coming

PSA/CRM

Atera

Coming

PSA/CRM

Autotask

Live!

Network

Auvik

Coming

PSA/CRM

BMS by Kaseya

Live!

Calendar

Bookings

Live!

Dashboard

Brightgauge

Live!

Calendar

Calendly

Live!

Billing

Connectbooster

Live!

Proposals

Connectwise Sell

Coming

Customer Satisfaction

Crewhu

Coming

PSA/CRM

CW Manage

Live!

Network

Domotz

Coming

Chat

Drift

Coming

Forms

Gravity Forms

Live!

halo

PSA/CRM

Halo PSA

Live!

Chat

Hubspot

Coming

Documentation

Hudu

Coming

Data

Intune

Coming

Documentation

ITBoost

Coming

Data

ITGlue

Live!

Forms

Jot Forms

Live!

Network

Liongard

Coming

Chat

Livechat

Coming

Forms

Microsoft Forms

Live!

Dashboard

MSP Bots

Live!

Data

MSP CFO

Coming

PSA/CRM

NinjaOne

Coming

Data

Office 365

Live!

Dashboard

Power BI

Live!

Proposals

Quoter

Coming

Proposals

Quotewerks

Coming

Rewst

Automation

Rewst

Live!

PSA/CRM

Salesforce

Coming

PSA/CRM

Service Now

Coming

Customer Satisfaction

Simplesat

Coming

Customer Satisfaction

Smileback

Coming

PSA/CRM

Syncro

Live!

Chat

Tawk.to

Coming

Chat

Thread

Live!

Calendar

Timezest

Live!

msp warranty updating software

Data

Warranty Updating

Live!

Billing

Wise-pay

Live!

PSA/CRM

Zendesk

Coming

Chat

Zendesk Chat

Coming

Documentation

Zendesk Guide

Redefine your MSP

Start a mature vCIO process in 5 minutes with our free golden template for 3 clients

Address

Strategy Overview
925 Westchester Ave Suite 100
White Plains, NY 10604

Navigation

Features

Contact

© 2025 Strategy Overview. All Rights Reserved.