Lifecycle Manager is a customer success platform designed for Managed Service Providers (MSPs). It consolidates client IT data from PSA, RMM, and other tools into a unified view, enabling MSPs to manage client relationships, plan technology strategies, and support business reviews. Key capabilities include: - Strategic Roadmaps: Visual, multi-year roadmaps (up to 5 years) that link prioritized technology initiatives to client business goals, with collaborative editing support. - Unified Data Aggregation: Pulls real-time data from 45+ third-party tools including PSA and RMM platforms, providing a consolidated view of each client's IT environment. - Client Reporting: A flexible, block-based report builder for creating visual, color-coded reports used in business reviews (e.g., QBRs). - Budgeting: Long-term budget generation that incorporates vendor contracts, initiatives, and hardware replacement schedules, presented in table and graph formats. - IT Assessments: Visual assessment templates to help identify and communicate client IT risks and improvement areas. - Warranty Tracking and Procurement: Tools to track hardware warranties and manage sourcing and purchasing of replacement hardware. Lifecycle Manager is targeted at MSP roles including owners, CTOs, account managers, vCIOs, service delivery managers, and help desk engineers. It incorporates Lifecycle Insights as part of its platform.