vCIOToolbox Plans

We provide flexible vCIO software pricing plans to meet the budget of independent consultants and IT solution providers, no matter your size.  Furthermore, our plans allow you to build your program allowing you to scale over time as you build your managed services business.

Go Annual and Save 10%

vCIOToolbox annual subscriptions include a 10% immediate discount

Frequently Asked Questions

Read some of the most common questions asked of the vCIOToolbox support staff. Also, if you have questions or concerns beyond what is listed in the FAQ’s, please send us a note by clicking here

How will I be billed?

vCIOToolbox is a monthly subscription with no long-term contracts therefore credit card will be billed monthly until you cancel.

If you prefer to be billed on an annual basis we offer a 10% discount on that subscription package.

Is there a limit to users within my company?

No, you can enable access without restriction. The goal of vCIOToolbox is to make QBR/IT Review prep as easy and collaborative as possible.

To accommodate, there are no limits on internal users. Hence, you can add or delete users with no impact on billing and without any wait.

What is an active client?

An active client is classified as a client that has a review in progress or has had completed meetings with archived reports.  We import all your customers through our  Connectwise integration for your convenience and only track active accounts.

Can I customize your IT Review templates?

Yes, we have provided you with a library of IT Review templates that can be added to any client.  It is our goal is to get you up and running immediately so you can start meeting with your clients.

These templates can be used as-is or customized to meet your individual contracts.  Similarly, you can also add new templates easily and quickly.

Can I create an opportunity from the recommendations made within vCIOToolbox?

Absolutely, via the Connectwise integration, you can create opportunities from your recommendations.  We advise as a best practice to create a new status for vCIOToolbox. This allows new QBR opportunities to be tracked separately from the active sales funnel until the recommendation is ready for sale.

What is included in the one-time setup fee?

We provide implementation services that include an onboarding manager, training, and access to vCIOToolbox University, Additionally, we also provide weekly office hours and unlimited email support.

Schedule a Demo with us Today!