Main point of contact for general communications and escalations
Overview
The Companies module is the foundation for organizing your client base in MSPortal.ai. It provides comprehensive tools for managing client information, organizational structures, and service relationships.Key Features
Company Profiles
Maintain detailed client company information and documentation
Contact Management
Track key contacts and stakeholders within each organization
Service Agreements
Manage SLAs, contracts, and service definitions
Asset Tracking
Monitor infrastructure, licenses, and equipment
Company Management
Company Information
1
Basic Details
- Company name and legal entity
- Industry and company size
- Tax ID and registration numbers
- Primary location and addresses
2
Service Information
- Service tier and package
- Contract start and end dates
- Billing information
- Support hours and response times
3
Technical Details
- Network configuration
- Domain information
- Security requirements
- Compliance standards
Organizational Structure
MSPortal.ai supports multi-level organizational hierarchies for complex client structures
Hierarchy Levels
- Parent Company: Top-level organization
- Subsidiaries: Child companies under parent
- Departments: Organizational units within companies
- Locations: Physical or logical locations
Contact Management
Contact Types
Contact Information
- Full name and title
- Email and phone numbers
- Preferred communication method
- Availability and time zone
- Role in decision-making
- Special notes or preferences
Service Management
Service Levels
Bronze
- Business hours support
- 24-hour response SLA
- Monthly reporting
Silver
- Extended hours support
- 4-hour response SLA
- Weekly reporting
Gold
- 24/7 support
- 1-hour response SLA
- Real-time dashboards
Contract Management
- Contract templates and customization
- Automatic renewal tracking
- Price adjustments and addendums
- Service catalog management
Asset & Infrastructure
Asset Categories
- Hardware: Servers, workstations, network equipment
- Software: Licenses, subscriptions, cloud services
- Documentation: Network diagrams, runbooks, policies
- Credentials: Secure password and key management
Infrastructure Monitoring
- Real-time system status
- Performance metrics
- Capacity planning
- Upgrade scheduling
Compliance & Security
Compliance Frameworks
Track compliance with industry standards:- HIPAA
- PCI DSS
- SOC 2
- GDPR
- Custom frameworks
Security Management
- Security policies and procedures
- Incident response plans
- Access control lists
- Audit logs and reports
Financial Management
Billing Information
- Invoice generation and tracking
- Payment history
- Outstanding balances
- Credit limits and terms
Profitability Analysis
Integration Points
PSA Integration
Sync with popular PSA tools:- ConnectWise Manage
- Autotask
- Kaseya BMS
- Custom integrations
Accounting Integration
Connect with financial systems:- QuickBooks
- Xero
- Sage
- NetSuite
Reporting & Analytics
Standard Reports
- Client overview dashboard
- Service utilization reports
- Financial summaries
- Compliance status reports
Custom Reporting
Build custom reports with:- Drag-and-drop report builder
- Custom metrics and KPIs
- Automated scheduling
- Export to multiple formats
Best Practices
Data Hygiene
Data Hygiene
Regularly review and update company information to ensure accuracy
Documentation
Documentation
Maintain comprehensive documentation for each client’s environment
Regular Reviews
Regular Reviews
Schedule quarterly business reviews with key clients
Relationship Management
Relationship Management
Track all client interactions and maintain detailed notes
Quick Actions
Use these shortcuts for common tasks:
Ctrl+N- New companyCtrl+F- Find companyCtrl+E- Edit current companyCtrl+D- Duplicate company
Related Modules
- Users - Manage client user accounts
- Tickets - Track service requests
- Compliance - Monitor compliance requirements
- Reports - Generate company reports