Key Features for Your vCIO
- Save Time
- Streamline & Simplify
- Strategize & Plan
- Collaborate
vCIO Dashboard
Use the feature-rich dashboard to view your opportunity pipeline in a glance.
Health Check
In just a few clicks, generate and view your clients entire network health in one place.
Customer Portal
Work with your clients in portal that offers transparency, automation and standardization.
Client Approvals
Once IT plans are in place, clients can approve a one year plan in just one click.
Asset Approvals
Use the asset approval functionality to get the “go-ahead” from clients anytime.
ALL FEATURES
FORECASTING
Discover Opportunities
Discover Opportunities
The dashboard is all about viewing your opportunity pipeline at a glance.
Preview What's Next
Preview What's Next
See all your customers upcoming strategies within the dashboard.
Track What’s Outstanding
Track What’s Outstanding
Using the dashboard, instantly distinguish which strategies and assets still need attention.
Drill Down
Drill Down
Drill down to each customer’s strategy feed.
Granularity
Granularity
Sort all your strategies by vCIO, by company and by month.
COLLABORATION
Clear Strategy Specifics
Clear Strategy Specifics
Automatically link assets to strategy and to risks.
Gain Feedback
Gain Feedback
Always Available, Always Up-To-Date
Always Available & Always Up-To-Date
Customizable Templates
Customizable Templates
Get started right away, when you’re ready to branch out, easily customize your template to better suit your needs.
Save Time & Headache
Save Time & Headache
Standardized vCIO Strategies
Standardized vCIO Strategies
Apply your strategies across the board for all your customers.
Split Customer Budgets
Split Customer Budgets
Customer Friendly Online Portal
Customer Friendly Online Portal
With BOOST, you get approvals, network overview map, network health report, budget and planning.
Superior Customer Experience
Superior Customer Experience
Simple Navigation
Simple Navigation
With BOOST, you will receive your branded portal which is simple to navigate, designed from the beginning for humans.
Documentation
Documentation
1-click uploaf for your notes for each strategy into PSA.
Standardized Description of Risk
Standardized Description of Risk
Help your vCIO articulate risks to your customers the same way each time.
Quantify Value of vCIO Offering
Quantify Value of vCIO Offering
Marketplace for Strategies
Marketplace for Strategies
Collaborate with other MSPs.
PROACTIVE PLANNING
Filter Easily
Filter Easily
Assign Away
Assign Away
Multi-Customer Sites
Multi-Customer Sites
Create unique custom strategy
Create unique custom strategy
Pipeline
Pipeline
Understand your pipeline at all times globally or by customer (by vCIO).
Revenue Effect
Revenue Effect
Understand how each new strategy affects your pipeline instantly.
Tracking
Tracking
Track hardware, software, professional services or monthly services strategies separately.
Global Strategy Change Instantly
Global Strategy Change Instantly
Apply your change globally using BOOST.
INTEGRATIONS
COMING SOON!
COMING SOON!
Frequently Asked Questions
How does this software help me grow my business?
Simple… clarity and standardization. Managing becomes a whole lot more simple when you can see what is happening in your company. With our company, user, and team pipelines we make managing your vCIO or Client Service team a breeze. As your automated budgets are reports being generated for your clients, automated pipelines and conversions are being reported on your pre-built dashboards back.
Why are companies using BOOSTvCIO?
Standardized vCIO appointments for each team member in your company. No matter how big or small your vCIO team is, they are busy. Generating reports, writing out risks and consultative plans is very time consuming. These reports are also not very dynamic as we should be striving to deliver a common and supportable end result to each of our clients. Many organization also struggle with varying strengths on their vCIO bench. Using BOOST vCIO software will equalize the playing field. Providing a “BOOST” for those Jr. vCIOs to create, manage, and consult your clients like a pro. Let us not forget the transparency for our clients. While they may not log in every day, simply knowing you are on top of a tangible plan that they can collaborate on will BOOST their trust in your company to provide them the technology steering they need.
Is this software good for Internal IT companies?
Absolutely! Internal IT, consultants, CIOs… this is tool that can automate as much or as little as wanted. Virtually this will work for anyone in any organization that needs to track assets, report on asset risk, strategy planning, all while generating automated budgets and keeping it up to day.
How long does it take to get started?
We will get you launched into your new strategy planning and client collaboration in only a few clicks. Our pre-built descriptions and risk templates are included with each package of BOOST vCIO so your are ready to roll out of the box. With our API integrations, it’s a 1-click process. We highly recommend our “Professional Services+” package when using the API integration because we will help you merge your custom and internal processes into BOOST vCIO’s behavior.
What if our clients have issues with their portal?
We provide you the tools to help administer your own client portals. Typically these are new user addition requests, collaboration or strategy requests, or password change requests. If there is a bug or item your team cannot help solve, simply call us and we will get someone on this asap. We probably will have already found that bug and have been working on it as our MSP uses this software each and every day with their clients too.
GET STARTED TODAY!
Schedule a Demo of BOOSTvCIO TODAY and our team will walk you through the software that will strengthen client relationships and dare we say, become your most trusted software.