CITADEL Engage Managed services
Engage runs the ongoing side of client relationships: retainers and managed services. Runbooks put each engagement's recurring work on the right person's list on schedule, budgets show hours against each work stream, and business reviews, health, risks and roadmaps are shared with the client in a portal.
ENGAGE
Corantic Services
Welcome back, Maya Okafor
Average across all applications (6 months)
Current distribution across all statuses
Every client engagement, with the budget it is measured against.
The recurring work of a managed service, scheduled so it gets done.
Monthly and quarterly reviews, prepared, approved and signed off in one place.
What the account looks like today, and where it is going.
Onboarding templates of phases and tasks for your team and the client. Clients acknowledge, answer questionnaires and upload documents in the portal.
CSAT surveys with NPS, answered by the client in the portal.
The Managed Services Delivery report shows, engagement by engagement, how much recurring work was done on time.
Licenses and engagements are flagged 90, 60, 30 and 7 days before they renew.
A won Scope estimate or a signed contract can open the engagement. Support tickets become work items, and hours come from Time.
Draft review sections, risks, assessment findings and roadmap initiatives with AI, once you switch it on and add your own AI provider key.
Engage works on its own, and connects to the other CITADEL apps you use.
Tell us how your team works today. We'll walk through Engage using sample data shaped like your business, and show how it connects to the other apps if you use them.
Book a walkthrough