The vCIOToolbox Account Management and Advisory Platform
Tools to Supercharge your Account Management Team
Use vCIOToolbox to build better relationships and manage the security and operational health of your clients. Gaps are identified and a technology roadmap can be created easily and quickly to help your customer make smooth budget decisions.
We invented the wheel
so you don’t have too!
We deliver you the process and platform so you can get started quickly and easily.
Our platform helps you in creating and delivering standard QBR materials to all of your clients. As a result, using our library of IT Review Checklist templates, we help you map your review to the client contract and create your meeting deliverable quickly and easily.
Our client strategy tool helps you get in the mind of your customer and make IT recommendations that supports their organizational goals. Furthermore, the recommendations engine ties proposed solutions to the asset of impact and the business goal or challenge your customer is facing.
Templates, yes we may have a few π
No Templates, No Problem. We have flexible templates to meet almost every need
One of the biggest barriers TSP’s have when launching a vCIO or Business Review program is creating templates.
What questions should we ask?
Is this meeting compliance requirements?
What should be included in our review?
We take the guesswork out of the process and help you get started quickly by providing you over 200 business review standards, and over 2,000 across all assessment types.
All of our templates are easy to customize, ensuring you always have control of the content you share with your client.
So what’s under the hood?
Business Insights
Collaborate with your clients to build your strategic plan.
Template Library
Pre-built IT review templates make assessments easy.
Global Calendaring
Schedule your meetings in advance and track status of each event.
Client Strategy
Formalize the strategic plan and align projects to key iniatives and goals.
Integrated Survey System
Easily conduct custom surveys or poll your clients for CSAT or NPS
Technology Roadmap
Lay out your action plan showing projects with full and complete budgets.
Recommendations Engine
Industry standard recommendations at your fingertips
Report Designer
Build custom reports in your brand using our data elements to create amazing documents.
Asset Lifecycle Management
Automate warranty and refresh cycles easily and quickly.
Dashboard
Visibility through key metrics for your clients, vCIO's, and Enterprise.
Integrates with Popular MSP Applications
vCIOToolbox integrates with ConnectWise Manage, Datto Autotask, and Kaseya BMS Professional Automation Systems (PSA) and IT Glue. Check back each quarter to learn about more integrations with best of breed MSP applications.
Professional Service Automation (PSA)
Documentation
Coming Q1 2024
Coming Q1 2024
Application
Microsoft 365 Secure Score
Service Desk
CRM
Coming Q1 2024
Single Sign-on
Microsoft SSO