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

- Scott Taylor, CEO at Elixo Technologies

azure migration

Deliver Better Client Project Management with Real-Time Visibility

Even with a solid PSA setup and an experienced team, clients still struggle with missing updates, unclear timelines, and feedback that gets lost.

Build stronger relationships and keep clients happy through clear, consistent communication.

  • Give clients self-serve access to real-time project and ticket status
  • Eliminate constant status inquiries
  • Cut down on update meetings
  • Prevent delays when clients miss pending tasks

  • Offer a client portal that adds value and supports recurring revenue

Improve Client Engagement

Keep clients informed and reduce back-and-forth communications with real-time visibility:

  • Let them track tickets in any workflow stage (Ready, In Progress, etc.) so they know what to prioritize
  • Show only the projects and tasks relevant to them
  • Show important details like assigned technicians, time budgets, notes, and SLAs
  • Send instant notifications when notes or updates are added so teams stay on top of their work

  • Connect easily with client portals like CloudRadial to save time and reduce back-and-forth

Screenshot - Project Tickets by Resource Swimlane-1
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Enhance Client Collaboration Across Your MSP Teams

Customers play a direct role in how work gets completed. When they miss updates or approvals, projects can slow down. The Client Portal gives them a clear view of progress so they can stay involved and keep work moving across all service areas.

 

  • Helpdesk: Cut down on status calls by giving clients real-time visibility into ticket progress and priority
  • Projects: Avoid delays and surprises with live project boards that keep clients aligned on milestones
  • Technical Account Management: Use visual tools to guide conversations and clearly communicate next steps and priorities to ensure clients can keep their projects and tickets on track

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 
Project-Delivery-System

A Complete Client Management System 

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

Simplified Workflows: Use clear processes that make it easier for clients to share updates, approvals, and feedback without delays

Practical Training: Teach your team how to use TopLeft to manage client requests efficiently and close tickets faster

Real-Time Visibility: See client issues and priorities as they happen so your team can respond quickly and stay on schedule

Proactive Approach: Move from reacting to problems to planning work ahead, so your team can focus on the clients and tasks that matter most

 

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 challenges. We’ll help you strengthen client relationships and improve collaboration without adding extra work for your team.

Talk To An Expert Who Understands Your Problems