
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.
6 stories

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

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.

Lifecycle Manager is an important piece of the TransformITive process, helping them develop and grow their QBR meetings into strategic conversations with their clients.
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