Announcing Client Engagement for Lifecycle Manager

The heart of Lifecycle Manager has always been client engagement: whether you use it for warranty lookups, IT asset monitoring, or QBR preparation, it's about providing the best experience for the people you serve. 

That's why we're thrilled to announce the launch of the new Lifecycle Manager for Client Engagement. It's everything you love about Lifecycle Manager, with new features and enhancements to help you create, communicate, and deliver strategic client care with the ease of automation. 

Updated Features 

• Roadmaps: New filter controls let you customize the level of detail included in Roadmap PDFs, giving you more flexibility to personalize communication with clients. 
• To help you move quickly to respond to evolving client needs, we've removed multi-quarter scheduling and added the ability to plot out projects on Roadmaps for up to five years in advance.
• Initiatives: We've added an account-wide view of all Initiatives for all clients to give you a visual overview of projects in your pipeline. 
• Also, Initiatives are now downloadable as PDFs, so you can create and send proposals in a few clicks.
• Roadmaps + Initiatives: To save you even more clicks in delivering elevated client care, we've added Initiatives to the Roadmaps tab. 

New Client Dashboard

• The new simplified menu gives you easier access to client engagement features. 
• We've also reorganized the display of the client page, prioritizing features that focus on client interactions so you have at-a-glance awareness at the client level. 

New Features 

• Action Items: In the client view of Lifecycle Manager, you can create and manage tasks using Action Items, which integrates with ConnectWise Manage to turn these action items into PSA tickets. 
• Notes: Alongside Action Items, you can also type and organize meeting notes into a date-tracked note box.
• Account Team & Key Contacts:  Another addition to the client view is an area to set contact details for the corresponding client, including names, roles, and email addresses. 

Standardizing your workflows for client engagement encourages more frequent and accessible communication, which builds trust and reinforces your position as a strategic partner. We're thrilled to lead the way for MSP client engagement and look forward to hearing what our Partners think about this exciting new direction.