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"We improved net profit from 9% to 22%" 

- Scott Taylor, CEO at Elixo Technologies

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Solve Your Daily Project Management Challenges 

Despite your commitment to exceptional service with a configured PSA and skilled team, you still face relationship challenges: buried communications, undocumented expectations, difficult-to-track health metrics, and lost feedback.

TopLeft enhances client communications:

  • Impress clients with self-serve access to project and ticket status
  • Eliminate status inquiry questions
  • Reduce project update meetings
  • Prevent stalls when clients forget pending tasks
  • Offer premium portal access to increase recurring revenue

Result: stronger relationships, reduced churn, and positioning as a trusted advisor.

Intuitive Client Relationship Workflow 

  • See which tickets are in any stage of your workflow (Ready, Waiting, In Progress, Complete) 
  • See only the tickets, tasks, and projects relevant to them 
  • View appropriate details including technicians, time budgets, notes, and SLAs 
  • Team members receive notifications whenever a new note is added, ensuring timely updates. 
  • Access through existing portals like CloudRadial 
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Enhance Client Collaboration Across Your MSP Teams

Customers are part of the complete value stream. They can block and slow down completion of work, so visibility and transparency are important. Client Portal provides this transparency to streamline collaboration across your key service areas: 

  • Helpdesk: Reduce inbound status update calls and give clients visibility into ticket status and priority 
  • Projects: Keep clients engaged in project milestones and avoid surprise objections with real-time project boards 
  • Technical Account Management: Provide visual tools to guide client conversations and clearly communicate priorities

Improve Client Relationships with Mindset

"Will this complicate our client management processes?" 

Actually, it simplifies them. TopLeft provides visual indicators of project health, limiting ongoing issues to increase focus and quality while adapting rapidly to changing client needs. 

For teams already familiar with agile methodologies, Client Portal extends your Kanban practice to include clients in: 

  • In sprint planning, align backlog priorities, set clear goals, and define timelines with clients to ensure transparency and meet expectations. 
  • Conduct Quarterly Business Reviews (QBRs) and roadmap reviews using visual boards to track progress, align stakeholders, and ensure goals stay on course. 
  • Use Agile methodologies and shared workspaces to break silos, improve handoffs, and maintain alignment on goals 
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A Complete Client Management System 

TopLeft equips MSPs with the tools and strategies to deliver exceptional client service: 

Methods – Proven client management workflows to streamline interactions. 
Training: Ensure that you get the most out of TopLeft for client management 
Visual Tools – Gain real-time visibility into client issues and priorities. 
Mindset – Shift from reactive support to proactive, value-driven client management. 

What Our Client Says

ross sardi
star
First Focus enhanced collaboration and client engagement by leveraging TopLeft’s Client Portal, streamlining task tracking and improving communication with customers.
Ross Sardi
CEO
First Focus

Enterprise-Grade Security

Protect your business while empowering your team: 

  • Secure single sign-on with Microsoft Entra ID 
  • Granular access controls 
  • Comprehensive audit trail 
  • End-to-end data encryption 
  • Multi-datacenter business continuity 
  • SOC 2 Type 2 Certification
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Supporting Your Success

Our implementation team includes MSP client relationship experts who understand your unique challenges. We'll help you transform your client relationships without overwhelming your team. 

See TopLeft in Action