Features>Account Management

Account Management

Managing client relationships is critical to the success of your MSP business. But as your client base grows, managing their unique needs, contracts, service delivery expectations, and payments becomes increasingly difficult and inefficient with disparate tools.

Here’s why it matters:

  • Client retention = higher revenue

    A 5% increase in client retention can boost renewal revenue by up to 25%.

  • Predictable revenue

    Building strong client relationships is key to predictable monthly recurring revenue (MRR).

  • Efficiency gains

    A unified system reduces tool sprawl and helps your team work more efficiently, enabling them to manage multiple tasks from one console.

Why do MSPs need account management?

For MSPs, account management goes beyond managing client queries—it’s about maintaining rapport, improving efficiency, and delivering results. Here's why it's so critical:

  • Client-centric business model

    The more you focus on your clients, the more predictable your revenue becomes. Fostering a long-term relationship with clients directly translates to long-term revenue growth.

  • Maximizing client retention

    Efficient management of your client’s needs ensures they feel valued, leading to higher satisfaction and increased renewals.

  • Profitability boost

    Delivering higher returns from key accounts becomes easier when you integrate your client operations into a single platform.

  • Efficiency and reduced tool sprawl

    Managing multiple tools for different tasks can reduce efficiency. A unified console allows you to manage everything in one place, saving time and resources.

How Endpoint Central MSP helps you achieve efficient account management

With ManageEngine Endpoint Central MSP, MSPs like you can manage both endpoint security and account management seamlessly from a single, unified console. Here’s how:

Dedicated customer space: One place for everything

From contracts to IT operations requirements, Endpoint Central MSP’s multi-tenancy dashboard consolidates all of your client data, service delivery information, and tasks in one place—no more jumping between different systems. Everything you need is within reach, saving time and reducing complexity.

Empowering your team: Wear multiple hats

Your technicians can now do more than just manage security. With Endpoint Central MSP, your team can:

  • Secure endpoints
  • Deploy patches
  • Manage client bills and contracts
  • Handle requests for proposals
  • Maintain client communication

This unified approach improves productivity, reduces the need for specialists, and streamlines operations.

Build a super-effective client management workflow

Here’s how you can create an efficient workflow for client management using Endpoint Central MSP:

  • Acquire new customers.
  • Create a customer portal in the Endpoint Central MSP console.
  • Write service plans and associate them with billing.
  • Install the agent on client systems.
  • Start managing and securing the client's environment.
  • Get regular feedback to assess client satisfaction and needs.
  • Mark services within the console.
  • Finalize the bill and send it for payment.
  • Update the billing status.

This workflow ensures continuous evaluation and improvement of your service offerings, leading to increased client satisfaction and retention.

Start managing client accounts more efficiently

With Endpoint Central MSP, you can centralize all your client management processes in one platform, making your business more efficient and helping you increase your MRR.

Success stories

"Endpoint Central MSP can fit your company's needs. The experience overall is very good. It makes managing a medium organization and all its products a lot easier. The ability to manage and control full windows/linux environment is one of the pros. Very nice for managing a large number of different devices. The automated patch management feature saves the team time and keeps everything up to date and secure."

Devan S,

Systems administrator.

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