Strategy Overview 3
The MSP world will never be the same again
New Platform
Fully rewritten from the ground up. Our new platform finally unlocks rapid agile development. Get ready for new features.
Manual Groups and Items
You can finally add manual groups and items onto an individual client report that do not come from the template.
New Dynamic Filters
Modify your view on the fly across the entire app to analyze your clients and stack like never before.
Recurring Prices
Budget for cloud, subscriptions and hardware as a service using our new recurring budgeting.
New Executive Summary
Now with styling, pictures and video.
Roadmap Revamped
Standalone roadmap view with easy editing of just the items in the roadmap.
New Budget
A totally new 12 month budget view for professional budgeting for companies large and small.
New Display Mode
Run strategy meeting virtually easier than ever.
New Dashboard
The dashboard has been redesigned with new views and filters.
New Template Engine
Custom columns, custom grades and tags for groups and items for infinite customization.
Connectwise Manage Integration
Coming in early 2021, manage your clients, configurations, assets, agreements, projects, managed users and Office 365 licenses.
Arya
Coming in early 2021. Meet Arya. An MSP bot with a vision like no other. Arya will change the MSP world forever.