CloudRadial
CloudRadial is an AI-powered Client Services Automation platform for IT Managed Service Providers, delivering a Unified Client Portal with ServiceAI, ChatAI, and Storefront modules built on Microsoft Azure and integrated with major PSA systems. It serves 1,000+ MSP partners across roughly 20 countries through tiered subscriptions and AI add-ons.
- Company typePrivate
- Founded2018
- HeadquartersDallas, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CloudRadial does
CloudRadial, operated by Azurative LLC, is an AI-powered Client Services Automation (CSA) platform purpose-built for IT Managed Service Providers (MSPs). Founded in 2018 in Dallas by Jeff Farris, the company consolidates service desk, account management, client training, and B2B procurement into a branded Unified Client Portal (UCP) that MSPs deploy to their end-clients. The platform is structured around three core technologies: ServiceAI (an AI brain for ticket resolution and technician coaching, trained on the MSP's own ticket history rather than generic internet data), ChatAI (an AI chat interface that conducts first-line client conversations and produces structured, triage-ready tickets in the MSP's PSA), and the Unified Client Portal itself (a configurable client-facing interface accessible via web, desktop, or Microsoft Teams). Native integrations span all five major PSA systems (ConnectWise, Autotask, HaloPSA, Kaseya BMS, Syncro), Microsoft Teams and Slack, RMM tools (Datto RMM), RPA platforms (Rewst, PIA), and network monitoring (Auvik, Domotz).
The business model is subscription-based SaaS with tiered pricing: UCP Starter at $145/month (up to 500 users), UCP Professional from $295/month, and UCP Enterprise from $795/month, all on annual commitments with monthly billing. Revenue is further augmented by paid AI add-ons (ChatAI Professional $245/mo, ChatAI Enterprise $595/mo, ServiceAI $295–$595/mo), Storefront distributor tier add-ons ($195–$495/mo), Jumpstart implementation services, and transaction-fee elements within Storefront. Go-to-market combines product-led growth (free Chat Starter and Storefront Starter tiers that drive adoption) with sales-assisted motions for Professional and Enterprise, supported by a self-serve website, demo booking, and Marketplace listings inside PSA platforms.
CloudRadial serves over 1,000 MSP partners across approximately 20 countries, with the investor base limited to a single disclosed $3 million round from Cypress Growth Capital in February 2023. Customer testimonials indicate primary SMB and mid-market MSP segments, though Enterprise features (Dedicated Account Manager, Proactive Account Planning, Priority Support SLA, multilingual support by client, 3-year logging) signal an explicit push upmarket. The company maintains a comprehensive privacy and compliance posture (EU-U.S. Data Privacy Framework, GDPR, HIPAA BAA, PCI-DSS via payment processors, CCPA, LGPD, PDPA, PIPEDA) that supports enterprise and regulated end-client deployments.
CloudRadial firmographics
Firmographics- Name
- CloudRadial
- Legal name
- Azurative LLC
- Website
- https://cloudradial.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CloudRadial is an AI-powered Client Services Automation platform for IT Managed Service Providers, delivering a Unified Client Portal with ServiceAI, ChatAI, and Storefront modules built on Microsoft Azure and integrated with major PSA systems. It serves 1,000+ MSP partners across roughly 20 countries through tiered subscriptions and AI add-ons.
- Ownership category
- akta.pro rank
CloudRadial industry classification
Industry- Product category
- Client Services Automation Software for MSPs
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Cloud Managed Services (M365/Azure/AWS/GCP) (BPAEABAE)
- akta.pro secondary industries
- Industry/Vertical Cloud Platforms (e.g., Gov/Healthcare/Financial Cloud Regions) (HDABAAAL), Cloud Managed Services (Operations, Monitoring, Patching) (BPAEACAF)
Keywords
Where CloudRadial is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
CloudRadial business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Unified Client Portal Subscriptions: CloudRadial generates primary revenue through subscription-based SaaS pricing for its Unified Client Portal platform, offered in three tiers (Starter, Professional, Enterprise) with varying feature sets and user limits. Subscriptions are annual commitment with monthly pricing, and pricing adjusts based on user count as MSPs scale.
- AI Add-ons (ChatAI, ServiceAI): Additional paid tiers for AI-powered capabilities including ChatAI Professional and Enterprise, and ServiceAI. These are priced as monthly add-ons to base platform subscriptions, representing incremental revenue from AI feature adoption.
- Storefront Add-ons: Revenue from advanced Storefront features including distributor integrations and transaction fees on self-service procurement workflows within the portal.
- Training Content (Bigger Brains, ClipTraining): Revenue from premium training content including Bigger Brains premium course library upgrades beyond the free 40+ courses included with base subscriptions, and ClipTraining security awareness courses.
- Jumpstart Implementation: Paid implementation services for mandatory Jumpstart onboarding program designed to help MSPs quickly deploy CloudRadial products, with pricing varying by product.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | UCP Starter - Entry-level portal for MSPs starting their client portal journey |
| Subscription | Annual | UCP Professional - Mid-tier for mature MSPs requiring operational efficiency |
| Subscription | Annual | UCP Enterprise - Full-featured platform for large MSPs with complex needs |
| Subscription | Annual | ChatAI Professional - AI chat with triage capabilities |
| Subscription | Annual | ChatAI Enterprise - Full AI chat with ServiceAI option |
| Subscription | Annual | ServiceAI - AI for service desk |
| Subscription | Annual | CSA Starter - Client Services Automation entry tier |
| Subscription | Annual | CSA Professional - Mid-tier CSA platform |
| Subscription | Annual | CSA Enterprise - Full-featured CSA platform |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels8 records
CloudRadial product offering
Product offeringCore offering
CloudRadial is an AI-powered Client Services Automation (CSA) SaaS platform built for IT Managed Service Providers (MSPs). It delivers a Unified Client Portal that combines ticketing, account management, asset management, training, and self-service procurement, augmented by ServiceAI (service desk intelligence) and ChatAI (AI-powered client chat). The platform integrates natively with major PSA tools, Microsoft 365, and Microsoft Teams to enable MSPs to scale client engagement without proportional headcount growth.
Product overview
CloudRadial is an AI-powered Client Services Automation (CSA) platform designed for IT Managed Service Providers (MSPs), built around three core technologies that work as one integrated platform: ServiceAI (the brain that resolves tickets), ChatAI (the mouth that talks to clients), and the Unified Client Portal (the body that holds everything together). The platform is offered in tiered editions: UCP Starter at $145/month for up to 500 users, UCP Professional starting at $295/month, and UCP Enterprise starting at $795/month. Core add-ons include ChatAI Professional ($245/mo add-on) and Enterprise ($595/mo add-on), ServiceAI (Professional: $295/mo, Enterprise: $595/mo), Storefront (with free Starter, distributor add-on at $195-495/mo), Drag and Drop Automations, and training integrations with ClipTraining and Bigger Brains. The platform integrates natively with major PSA tools (ConnectWise, Autotask, HaloPSA, Kaseya BMS, Syncro), communication platforms (Microsoft Teams, Slack), and offers API access for custom integrations.
Differentiator
Problem solved
Functional benefit
Products and services
- Unified Client Portal (UCP) Enterprise-grade client portal platform for MSPs that consolidates service desk, account management, asset management, learning management, knowledge base, and self-service capabilities in a single branded interface accessible via web, desktop app, or Microsoft Teams. Includes PSA integrations with ConnectWise, Autotask, HaloPSA, Kaseya BMS, and Syncro.
- ServiceAI AI service desk intelligence add-on that auto-triages every ticket, scores and coaches technicians via RPS scoring, surfaces proven resolutions from the MSP's own ticket history, and generates AI-assisted knowledge base articles. Trained on MSP-specific ticket data rather than generic internet data.
- ChatAI Professional and Enterprise AI-powered chat platform sold as a paid add-on subscription. ChatAI Responder conducts first-line user conversations via natural language AI, runs guided interviews to clarify issues, captures context, and creates detailed tickets in the MSP's PSA before human agents take over. Integrates with Microsoft Teams and Slack. Professional tier at $245/month; Enterprise tier at $595/month.
- Storefront Shopify-like e-commerce self-service procurement platform for MSPs to sell PSA products and services to clients. Built into the Unified Client Portal with Request a Quote, Share Cart, Prepared Cart capabilities, and distributor integrations for B2B sales workflows.
- Chat Starter (Free) Free chat platform that lets clients submit tickets directly to the MSP's PSA, freeing up technician time. Includes 2 agents, 2 channels (Slack, Teams, or Web), Agent Group Chat, and Chat Team.
- ClipTraining Security awareness, compliance, and phishing training courses sold as an add-on from the Unified Client Portal. Delivers bite-sized training modules for security and compliance topics.
- Bigger Brains Library of job-specific training and workplace skills courses sold as a premium add-on upgrade. 40+ Microsoft 365 courses are included free with portal subscriptions; 180+ additional courses available via premium add-on purchase.
- CloudRadial DNS Employee activity tracking and monitoring add-on for MSPs to offer their clients through the Unified Client Portal.
- Jumpstart Implementation Paid implementation services designed to help MSPs quickly deploy CloudRadial products. Mandatory onboarding program with pricing varying by product purchased.
Quantifiable outcome
- MSPs report handling fewer tickets, requiring less labor, and keeping clients more engaged
- +1 more outcomes
Companies that use CloudRadial
Customer profileNamed customers5 records
Segments1 record
Ideal customer profiles2 records
CloudRadial technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration42 records
AI capability8 records
Feature9 records
CloudRadial partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core.
- MicrosoftcoreDeep integration partnership with Microsoft spanning Azure hosting (data infrastructure), Microsoft 365 reporting and integration, Teams app deployment for portal accessibility, and Graph API access for MFA status reporting. Microsoft technologies are foundational to CloudRadial's platform architecture.
- Microsoft TeamscoreChatAI integrates with Microsoft Teams for ticket submission and notification delivery. CloudRadial also offers a customizable Teams application that provides full portal access within the Microsoft Teams environment, allowing clients to access training, ticketing, service catalog, and reporting without leaving Teams.
- ConnectWisecoreDeep PSA integration with ConnectWise allowing bidirectional ticket synchronization, contact syncing, invoice display, and agreement management. ConnectWise is one of the five supported PSA platforms.
- AutotaskcoreDeep PSA integration with Autotask (Datto PSA) enabling ticket creation and display, contact synchronization, and quote management within the CloudRadial portal.
- HaloPSAcoreNative HaloPSA integration announced June 2026, bringing previously offline sales activities such as quote requests and manager approvals into the unified portal. This was the most requested integration for Halo-based service providers.
- Kaseya BMScorePSA integration with Kaseya BMS enabling ticket management, contact syncing, and service delivery automation within the portal platform.
- SyncrocorePSA integration with Syncro for ticket synchronization and contact management, positioning CloudRadial as a premium portal upgrade for Syncro MSPs.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
CloudRadial competitors and assessment
Company assessmentDirect peers
- ConnectWise: ConnectWise is a leading PSA platform for MSPs that CloudRadial integrates with. It represents both a core integration partner and a primary competitive threat if it expands into native client portal capabilities for its installed base.
- Kaseya: Kaseya provides BMS (Business Management Solution) PSA alongside its broader IT management suite. As a CloudRadial integration partner and major MSP platform vendor, Kaseya could expand its portfolio to include native client portal and AI service desk features.
- Autotask (Datto): Autotask is a PSA platform now owned by Datto/Kaseya. As one of CloudRadial's core integrations, it competes for MSP workflow mindshare and could expand its service delivery and client engagement capabilities.
- HaloPSA: HaloPSA is a modern PSA platform growing rapidly among MSPs. CloudRadial added native HaloPSA integration as the most-requested feature, reflecting Halo's expanding market share and indicating it as a competing workflow platform for MSP service delivery.
- Syncro: Syncro is an integrated PSA/RMM platform targeting SMB MSPs. As a CloudRadial integration partner, Syncro provides similar service delivery capabilities and competes for the same MSP customer's technology budget.
Broad incumbents
- Freshservice (Freshworks): Freshservice is an established ITSM and IT service management platform that could serve MSPs as an alternative to PSA-portal combos. While broader than CloudRadial, it overlaps in ticketing, client portals, and service desk automation.
- ServiceNow: ServiceNow is a broad IT service management and workflow platform. While it serves enterprise ITSM rather than SMB MSPs primarily, it represents an incumbent that could expand downmarket into MSP client service automation with significant resources.
- Zendesk: Zendesk is a customer service and engagement platform with ticketing, portals, and AI capabilities. While not MSP-specific, its broad customer portal and AI agent features overlap with CloudRadial's client-facing engagement tools at the SMB end-client level.
Emerging players
- Atera: Atera is an all-in-one PSA/RMM platform with built-in AI capabilities for MSPs. It targets the same SMB MSP segment as CloudRadial with a bundled approach that could substitute for CloudRadial's separate client portal layer.
- NinjaOne: NinjaOne is an IT management platform combining RMM, backup, and ticketing for MSPs. While primarily endpoint-focused, its expanding service delivery capabilities position it as a potential broader competitor to CloudRadial's MSP-facing feature set.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
CloudRadial social profiles
Digital presenceCloudRadial compliance and trust
Trust signalCompliance11 records
CloudRadial financial estimates
Financial estimateRevenue estimate
Valuation estimate
CloudRadial leadership team
Management profileNumber of profiles
Profiles1 record
CloudRadial funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CloudRadial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CloudRadial
What does CloudRadial do?
CloudRadial is an AI-powered Client Services Automation (CSA) SaaS platform built for IT Managed Service Providers (MSPs). It delivers a Unified Client Portal that combines ticketing, account management, asset management, training, and self-service procurement, augmented by ServiceAI (service desk intelligence) and ChatAI (AI-powered client chat). The platform integrates natively with major PSA tools, Microsoft 365, and Microsoft Teams to enable MSPs to scale client engagement without proportional headcount growth.
Is CloudRadial a public or private company?
CloudRadial is a private company. It is classified as venture growth investor backed and is currently operating.
When was CloudRadial founded?
CloudRadial was founded in 2018. It employs 11 to 50 people.
Where is CloudRadial based?
CloudRadial is headquartered in Dallas, United States, in the North America region.
How does CloudRadial make money?
Five revenue lines are on record. Unified Client Portal Subscriptions are the primary driver. The others are AI Add-ons (ChatAI, ServiceAI), storefront Add-ons, training Content (Bigger Brains, ClipTraining) and jumpstart Implementation.
Who are CloudRadial's main competitors?
Direct peers on record are ConnectWise, Kaseya, Autotask (Datto), HaloPSA and Syncro. Broad incumbents are Freshservice (Freshworks), ServiceNow and Zendesk. Emerging players are Atera and NinjaOne.
Does CloudRadial have an API?
Yes. CloudRadial provides an Open API that allows MSPs to connect data from existing tools and systems into one client-facing portal for presentation and QBRs. API access is included in UCP Professional and Enterprise tiers. The platform also supports JSON Webhooks for creating advanced workflows from CloudRadial tickets to any JSON webhook-accepting application (such as Zapier), enabling automation creativity. Additionally, the platform integrates with Microsoft Power Automate for advanced workflow automation from CloudRadial tickets. Developer documentation is at developers.cloudradial.com/v2/docs/getting-started.
What industry is CloudRadial in?
CloudRadial's product category is Client Services Automation Software for MSPs. Its primary akta.pro industry code is BPAEABAE, Cloud Managed Services (M365/Azure/AWS/GCP), with a secondary code of HDABAAAL, Industry/Vertical Cloud Platforms (e.g., Gov/Healthcare/Financial Cloud Regions). Its NAICS code is 513210 and its SIC code is 7372.