AI-powered ticket routing, predictive maintenance, zero-trust security, omnichannel communications, a full self-service client portal, and advanced analytics — everything your MSP needs in a single pane of glass.
162+
Features
13
Feature Categories
24/7
Real-Time Monitoring
100%
Cloud-Native
Real-time operational intelligence at your fingertips
Executive Dashboard
Live KPIs with sparklines, anomaly highlighting & drill-down
NOC Wallboard
Full-screen network operations center real-time display
Analytics Hub
Comprehensive service metrics and performance data
Anomaly Detection
AI-powered spike and pattern detection across all metrics
Smart Ticket Routing
NLP intent/sentiment classification with auto-routing
Ticket Management
Full lifecycle tracking with SLA timers & bulk actions
Ticket Kanban
Drag-and-drop board view grouped by status or assignee
Dispatch Calendar
Visual technician scheduling with drag-and-drop events
AI Command Palette
⌘K natural language navigation and action suggestions
Smart Notifications
AI-grouped alerts with real-time audio chimes
Presence Indicators
Live 'who's viewing this' collaboration awareness
Saved Filters
Persistent saved filter views for any data table
Intelligent workflows that eliminate manual busywork
Workflow Builder
Visual no-code automation: trigger → condition → action
Automated Playbooks
Pre-built response sequences for common scenarios
AI Copilot Sidebar
Context-aware AI assistant inside every ticket and view
AI Pattern Detection
ML pattern recognition across ticket and performance data
Predictive Maintenance
Forecast asset failures before they happen
Auto-Assignment Rules
Round-robin and least-loaded ticket distribution
Recurring Tickets
Scheduled maintenance and review ticket templates
Canned Responses
One-click reply templates with variable interpolation
Escalation Rules
Time-based and priority-based automatic escalation
Predictive Insights Engine
Anomaly detection and SLA risk forecasting with Gemini AI
Stale Ticket Manager
Auto-detect and action dormant tickets past threshold
Email Digest Manager
Configurable digest schedules per admin or client
Volume Prediction
Forecast future ticket volumes by category & priority
Change Management
CAB-reviewed change requests with risk ratings & rollback plans
Maintenance Scheduler
Plan and notify clients of scheduled maintenance windows
Approval Workflows
Multi-step approval chains with status notifications
Webhook Manager
Event-driven integrations with retry logic
Every ticket, every conversation — fully connected
Ticket Merging
Merge duplicate tickets with full thread preservation
Ticket Linking
Link related tickets as parent/child or blocked-by chains
Tag Manager
Freeform and system tags with bulk-apply support
Priority Matrix
2×2 impact/urgency visualizer for triage decisions
Ticket Aging Chart
Visual breakdown of tickets by age bucket
Channel Mix
Breakdown of ticket sources: email, portal, phone, chat
Collaboration Layer
Field-level locking and real-time co-editing on tickets
Omnichannel Inbox
Email, chat, SMS & portal messages in one unified view
Video Triage
Screen recordings on tickets with AI-generated summaries
Live Client Chat
Real-time messaging with typing indicators
Staff Chat
Internal team communication with channels and threads
Real-Time Notifications
Live push notifications for ticket updates and messages
360° visibility into every client relationship
Engagement Scoring
Composite score from logins, tickets, CSAT & communication
Health Scores
Real-time client health with leading risk indicators
Health Heatmap
At-a-glance health across your entire client base
Cohort Analysis
Segment clients by behavior, tenure, or revenue tier
Sentiment Timeline
Track emotional tone across all client interactions
Churn Prediction
ML-powered early warning for at-risk accounts
Impersonation Mode
Securely view the portal as any client sees it
Onboarding Manager
Templated onboarding workflows with progress tracking
LTV Engine
Lifetime value segmentation: Champion, At-Risk, New
Client Growth Chart
MRR trajectory and account expansion over time
Referral Manager
Track, reward, and attribute client referral programs
Employee Requests
Onboard/offboard staff with equipment and access lists
Broadcast Campaigns
Targeted multi-channel communications per segment
Client Branding
Per-client portal colors, logos, and custom domains
Full pipeline management from lead to close
Sales Pipeline
Visual deal pipeline with drag-and-drop stage management
CRM Contacts
Centralized contact database linked to clients and deals
Vendor Management
Track vendors, partners, and supplier relationships
Quote Builder
Create professional quotes with product catalogs and line items
Product Catalog
Managed catalog of services and products for quoting
Purchase Orders
Hardware ordering, vendor tracking & delivery status
Lead Scoring
Qualify leads with quiz assessments and engagement data
Revenue visibility from forecast to invoice
Revenue Forecast
Predictive revenue modeling with confidence intervals
Revenue Attribution
Map revenue back to services, teams & campaigns
Client Profitability
Per-client P&L with cost-per-ticket drill-down
Cost per Ticket
True service delivery cost analytics
Invoice Management
Create, track & automate billing workflows
Recurring Billing
Automated recurring invoice generation and tracking
Contract Tracker
Renewal dates, auto-renew status & revenue impact
Vendor Scorecards
Rate and compare vendor performance & pricing
Wave Billing
Native Wave accounting integration for client invoicing
License Manager
Software license inventory with renewal tracking
Expense Tracking
Per-ticket and per-project expense logging with receipts
What-If Planner
Simulate staffing, pricing & churn impact scenarios
ITIL-aligned service delivery and infrastructure management
CMDB
Configuration Management Database with CI tracking
CI Relationships
Map parent/child and dependency relationships between CIs
Problem Management
Root-cause tracking linked to incidents and CIs
Service Catalog
Publishable service catalog with request workflows
SLA Definitions
Define, manage, and enforce SLA policies per client tier
Script Library
Centralized script repository for automation and remediation
Backup Monitoring
Monitor backup job status, schedules, and failure alerts
RMM Dashboard
Real-time device monitoring with CPU, RAM, disk metrics
Patch Management
Pending patch tracking and deployment scheduling
Asset Topology
Visual network maps of client infrastructure
Time Tracking
Per-ticket time logging with billing integration
Plan, track, and deliver projects on time and on budget
Project Board
Kanban-style project tracking with task assignment
Project Timeline
Milestone-based timeline view with progress tracking
Project Expenses
Track costs per project with billable/non-billable splits
Compliance Tracker
Framework-based compliance tracking with evidence capture
Data-driven insights that power better decisions
Trend Analysis
Multi-period trend visualization with anomaly flags
YoY / MoM Comparison
Historical performance benchmarking side-by-side
SLA Heatmap Calendar
Calendar view of breach risk across all clients
SLA Breach Timeline
Drill into every breach with root-cause tagging
SLA Compliance Gauge
Live animated ring showing current SLA compliance %
Tech Performance
Individual technician metrics and benchmarking
Tech Scorecards
Gamified performance tracking with leaderboards
Tech Utilization
Capacity planning with utilization heatmaps
Staff Workload
Real-time per-technician ticket load and urgency heatbar
Custom Report Builder
Drag-and-drop report designer with scheduling
QBR Generator
Automated quarterly business review decks with AI narrative
Scheduled PDF Reports
Auto-generated reports delivered by email on schedule
CSAT Dashboard
Customer satisfaction trends, scores, and response breakdown
NPS Surveys
Net Promoter Score surveys with trend analysis
Response Time Trends
First-response and resolution time over any date range
Ticket Resolution Rate
Close rate by category, priority, and technician
Email Digests
Configurable scheduled digest emails per admin or client
Enterprise-grade security that auditors love
Zero-Trust Audit Trail
Immutable, tamper-proof logs with cryptographic hashing
Security Posture Card
Scored A–F security grade with per-check evidence
Risk Scoring Engine
Aggregate dark web, login & policy signals per client
Dark Web Monitor
Credential exposure alerts from breach databases
Policy Engine
Configurable security policy enforcement rules
Security Intel Feed
Curated vulnerability bulletins and threat advisories
Outage Intelligence
Vendor outage tracking with client impact notifications
MFA Enforcement
Mandate multi-factor auth per role with status tracking
IP Allowlist
Restrict access by IP range with full audit logging
IP Blacklist
Block suspicious IPs and ASN ranges with threat scoring
Session Manager
View and terminate active sessions in real-time
Login Monitoring
Failed attempt tracking with geo-IP enrichment
Canary Tokens
Insider-threat honeypots that fire on unauthorized access
Compliance Frameworks
SOC 2, HIPAA, CMMC compliance tracking with evidence export
Granular Permissions
Per-feature view/manage permissions for every admin user
Centralized knowledge for your team and clients
Knowledge Base Editor
Admin-side rich-text KB authoring and publishing
Wiki AI Search
Natural language search across all documentation
Runbook Editor
Create and manage SOPs linked to service types
Documentation Vault
Centralized internal documentation per client
Password Vault
Secure credential storage with access controls
Blog CMS
Built-in content management for marketing articles
Corporate Docs
Company-wide document templates and resources
Canned Response Library
Reusable reply templates organized by category
A self-service hub your clients will actually use
Ticket Wizard
Guided multi-step ticket creation with smart templates
Live Chat
Real-time chat with staff directly inside the portal
Knowledge Base
Self-service documentation with AI-powered search
SLA Performance Dashboard
Client-facing SLA compliance charts and history
QBR Report Viewer
Enhanced quarterly review report viewing and download
Document Vault
Secure upload and access to shared documents
Asset Inventory
Client-visible hardware and software asset register
Asset Lifecycle Alerts
Warranty and EOL alerts for managed devices
Maintenance Calendar
Upcoming and past maintenance event visibility
Wave Billing Portal
View invoices, balances and payment history
License Management
View and manage assigned software licenses
Employee Request Form
Submit onboard/offboard requests directly from portal
Approval Requests
View and respond to pending approval requests
Referral Form
Client-submitted referrals with reward tracking
Client Reports
Downloadable SLA and activity reports from the portal
Onboarding Checklist
Step-by-step guided onboarding flow for new clients
Runbook Library
Client-visible SOPs and how-to guides
Portal Search
⌘K command palette to search tickets, invoices, and navigate
Notification Center
Real-time notification feed with ticket and invoice alerts
Portal Theme Editor
Client-configurable portal color scheme and logo
Account Management
Profile, password, MFA, and contact info management
Two-Factor Setup
Self-serve TOTP/authenticator enrollment in portal
Profile Management
Edit personal details, contact info, and avatar
Extensible architecture that grows with you
RMM Integrations
Connect Datto, NinjaRMM, ConnectWise Automate & more
PSA Integration
ConnectWise & Autotask bi-directional sync
White-Label Studio
Full branding customization with live preview
Workspaces
Multi-tenant environment management
Mobile Admin
Swipe-action ticket cards and FAB for on-the-go ops
Portal Feature Toggles
Enable or disable portal features per client
Keyboard Shortcuts
Full power-user shortcut system with overlay guide
Error Diagnostics
Self-healing error boundaries with AI root-cause analysis
Error Reports Dashboard
Track, diagnose, and resolve platform errors in real-time
Database Backups
Automated backup management with restore capabilities
Join the MSPs who've replaced 10+ tools with one unified platform.