
How Optimized IT Improves Forecasts & Budgets With a Unified Customer Success Tool
See how OptimizedIT replaced scattered notes and disconnected tools with a single platform for account management — and scaled client engagement in the process.
Customer proof from MSPs using ScalePad to make client value easier to see, explain, and expand.
15 stories

See how OptimizedIT replaced scattered notes and disconnected tools with a single platform for account management — and scaled client engagement in the process.

Developing a sales process that goes beyond the basics and incorporates data from all parts of the business can be a challenge.

Curatrix Technologies used Lifecycle Manager to take their MSP business from reacting to client problems to being proactive about preventing issues.

Kendra Schaber spent hours each week creating slide decks for client meetings. She knew there was a problem when she saw her clients’ eyes glaze over while she was presenting.

Ann Westerheim, PhD, Founder and President of Ekaru, founded Ekaru in 2001 to provide MSP services to small businesses in her local community in and around Boston, MA.

Luis Alvarez of Alvarez Technology Group uses the visual design of his asset reports to help his clients understand the state of their tech.

When faced with challenges in sourcing products or dealing with supply chain issues, MSPs feel the pressure to keep their business moving forward.

Growing an MSP can be a path with many barriers to progress. Expanding to include more staff or more clients can often strain existing revenue and create the need to strain existing resources to bring in more money.

With experience as an MSP for smaller businesses, Ekaru knows how important security is at a small scale.

David Mercer Consulting found a way to be more efficient with a small staff and meet the needs of their local clients.

Alvarez Technology Group uses Lifecycle Manager to grow their revenue and deliver better service to their clients.

With customers in health care, legal services, and banking, Safety Net has plenty of compliance regulations to keep track of. See how they stay ahead of requirements with Lifecycle Manager.
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