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

- Scott Taylor, CEO at Elixo Technologies

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Deliver Seamless Client Project Management with Real-Time Visibility

Even with a well-set PSA and skilled team, clients still face buried updates, unclear expectations, and lost feedback.

Strengthen relationships and reduce churn with clear, efficient 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 premium portal access to drive recurring revenue

Improve Client Engagement

Keep clients informed and reduce back-and-forth 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
  • Display key details like assigned techs, time budgets, notes, and SLAs
  • Trigger instant notifications for new notes and updates so they can keep their teams on track
  • Seamlessly integrate access through portals like CloudRadial to save time
Screenshot - Project Tickets by Resource Swimlane-1
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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: 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: 

Streamlined Workflows: Reduce friction with proven methods for smoother client interactions

Effective Training: Empower your team to fully leverage TopLeft for better client outcomes

Real-Time Visibility: Quickly identify and address client issues and priorities so your team can consistently hit deadlines

Proactive Mindset: Shift from reactive support to strategic, value-driven client management so you can prioritize on the spot

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. 

Talk To An Expert Who Understands Your Problems