Tools for Trusted Advisors
A Unified Platform for Account Management and Advisory for vCIOs, vCISOs & Consultants
KAM
A Key Account Management (KAM) suite of tools to help MSPs and MSSPs see the big picture and take action.
QBR/TBR
Get more strategic with your customers and deliver amazing business reviews driving better technology outcomes.
GRC
Easily assess and manage client risk and create your remediation plan and improve their security posture.
A Unified Platform for Account Managers, vCIOs, vCISOs, and Technology Leaders
Introducing vCIOToolbox – a powerful account management and advisory platform built for MSPs and MSSPs. We understand that organizations increasingly need to keep up with executive decision-making, security, and compliance in today’s complex digital environment. That’s why we’ve created vCIOToolbox – a single platform that streamlines these tasks in one convenient package.
Built for Trusted Advisors
For vCIOs
For vCISOs
KAM
Key Account Management
QBR
Technology Business Reviews
CX
Customer Experience and Feedback
GRC
Cyber and Regulatory Frameworks
TPRM
Third-Party Risk Management
RISK
Risk Register and Task Manager
QBR | Technology Business Reviews
Demonstrate Leadership while Accelerating Sales
We help MSPs and MSSPs with a consistent, repeatable, easy process to ensure your customer has the right technology to align to the business goals.
GRC | Governance, Risk & Compliance
Create New Revenue Streams with Compliance and Risk
The Cybersecurity landscape is a complex system with new threats emerging every day. Tools provide protection, but that is only part of the story.
Your customers need a Cybersecurity Sherpa. With our GRC tools, MSPs and MSSPs can conduct cyber assessment projects or launch a Compliance as a Service program and help mitigate risk for their customer…while generating more revenue for the provider’s bottom line.
KAM | Key Account Management
Manage your metrics and stay engaged
KAM is the vCIO’s best friend. Pipeline and meeting tracking, task management, and account strategy tools to help you maximize your relationships.
View cross-customer analytics, including customer QBR and GRC scorecards, forecasts, and client ratings. Our Whitespace analysis tool helps vCIOs measure stack compliance and view upsell opportunities.
CX | Customer Experience
Know where you stand with Client Feedback
Monitor the performance and satisfaction of your services with the people that matter. Stay engaged with decision-makers, influencers, and key stakeholders and take action if relationship risk exists.
The vCIOToolbox platform has pre-built customer satisfaction (CSAT) and Net Promoter Score (NPS) surveys ready to send. If you have other customer survey requirements, template customization, and creation comes standard. With CX, you are in control and can get continuous feedback driving customer success.
Manage All Areas of your Customer Relationship
Joint Strategic Planning
Manage Cyber Security
Third-party Risk Management
Detailed Budget and Forecast
Get our Guide to Building a vCISO Advisory Practice
Download our vCISO Program Guide and see how you can build a new revenue stream for your MSP or MSSP.