Plans and Pricing
We crafted our plans to fit the budget of every MSP
| Features | 
Free
$0 |
Backer
$45 |
Starter
$150 |
Most Popular
Emerging
$250 |
Pro
$400 |
Expert
$600 |
Master
$800 |
Regional
$1000 |
National
$1,500 |
Enterprise
Custom |
|---|---|---|---|---|---|---|---|---|---|---|
| vCIO Assessments | ||||||||||
| QBR Schedule | ||||||||||
| Report Template Engine | ||||||||||
| IT Health Score | ||||||||||
| 5 Year Roadmap & Budget | ||||||||||
| Stack Overview Dashboard | ||||||||||
| Branded Portal & Report | ||||||||||
| Asset & Managed Users List | ||||||||||
| PSA Integrations | ||||||||||
| Warranty Sync | ||||||||||
| 1on1 Onboarding | ||||||||||
| Number of Clients | 3 Clients | 5 Clients | 10 Clients | 25 Clients | 50 Clients | 100 Clients | 200 Clients | 400 Clients | 1000 Clients | 10,000 Clients |
| Number of Reports | 6 Reports | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Number of Users | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
USED BY 3500+ MSPs TO MANAGE THEIR vCIO PROCESS
MSPs Strategy Overview
Strategy is the future of technology
Strategy Overview allows us to have a consistent strategy process that is extremely simple and fast. Nothing gives us the ability to view our total stack like SO. We are excited for all the things to come from the SO team!
Bart McDonough
Easy!
Strategy Overview has helped us create concise, attractive, and understandable client reviews to use alongside our existing OML and roadmap documents. The platform is not only easy for us to use, but it is also easy for our clients to see where we can improve their systems and mitigate their risks. Strategy Overview has cut down the time it took to prepare for meetings and enhanced our relationships with clients. Keep up the great work, team!
Joel Abramson
Finally!
BOOM! Finally we don’t need to use spreadsheets. I can’t even count how much time this saves us. We wouldn’t be able to manage the strategy for so many organizations without an easy platform like this. And our clients now have a consistent strategic approach. Everyone wins. Client budgeting made simple. Imagine that!
Nelson Gomes
Simple
We’ve been searching high and low for a tool that is fast, easy to use and doesn’t require training for our staff. Strategy Overview is all those things and allows our Client Success Teams to very quickly get their scorecards completed and out to our clients. We work towards making technology bends to the needs of our clients and it’s nice that Strategy Overview fits our processes, we don’t have to bend to fit its.
Karl Fulljames
A picture is worth a thousand words!
Strategy Overview allows you to clearly paint a picture to communicate IT risks and opportunities. While quotes and proposals are important components in any opportunity, presenting a solution through a quote feels more like a Vendor/Client relationship than a Partnership. Using a platform like Strategy Overview to align needs and budgets well before the final proposal stage fosters the Trusted Advisor relationship that service providers shoot for. Nothing on the market today unlocks the vCIO process like Strategy Overview.
Joe Cram
Strategy Overview Rocks!
Strategy Overview has helped us to reduce the amount of time it takes to prepare for business review meetings while increasing the value of our vCIO service to our clients. Since utilizing Strategy Overview, we have been able to consistently schedule, prepare for and hold business review meetings with clients and generate substantial opportunities for projects and hardware/software sales. The tool is easy to use and the reports are easy for our clients to understand. We are very satisfied and look forward to the huge ROI this tool will continue to produce.
Wayne Klug
