
FEATURE:
Client Solutions Roadmap
Track Confidently.
Upsell Easily.
Scattered data creates missed opportunities. GlassHive’s Client Solutions Roadmap brings everything into one view so you can track client needs, uncover upsell opportunities, and move faster with less effort.
See More. Do More. Sell More.
Understand, manage, and grow your accounts all in one place. Client Solutions Roadmap was built to help MSPs deliver better service and increase revenue.

Spot Missed Revenue in Seconds
No more second-guessing which services a client is using. The roadmap offers a live, visual breakdown of sold vs. unsold recurring solutions—so you can quickly assess where each account stands and where to focus next.
Uncover What’s Missing Before They Do
Stay one step ahead by tracking solution gaps before your clients even ask. Whether you’re prepping for a QBR or planning your next outreach, the roadmap keeps you aligned with their evolving needs.


Eliminate Surprise Purchases
Don’t let clients buy from someone else because they didn’t know you offered it. With a clear view of unsold services, you can address gaps and make sure your offerings are always top of mind.
Visualize MRR Potential Instantly
Drag and drop unsold solutions to see how they impact monthly recurring revenue. It’s a simple, interactive way to visualize growth opportunities and prioritize where to take action.


Turn Insights Into Action
Found an unsold service? Launch a branded campaign, track engagement, send a proposal, and close the deal—all from GlassHive. Act on opportunities in seconds.
The Roadmap to More Revenue
The Client Solutions Roadmap is more than a dashboard. It's a focused tool that turns client insight into action. Uncovering and tracking the data is the first part. GlassHive makes it easy to complete the sales cycle.
Identify
Gaps
Upsell
Proactively
Market
Instantly
Follow-Up
& Close
How to Use Client Solution Roadmap

The Measurable Impact of Better Visibility
68%
of MSPs say visibility into client solution usage helps them upsell more effectively
75%
of high-growth MSPs use centralized dashboards to track client needs and buying cycles
60%
of recurring revenue growth comes from upselling to existing clients

Why MSPs Love GlassHive
“GlassHive simplifies the gap between sales and marketing and then also tracks your numbers. Not a lot of other CRMs allow you to do that as easily without a lot of customization or programming behind it.”
Raul Alabe
IT Business Hero
“Once we switched to GlassHive, we were able to use just one dashboard to view our sales and marketing efforts and see how well we’re doing without having to look through multiple tools.”
Lauren Cortez
CIO Landing
“It integrates with so many different things and does so many different things. I can send out an email campaign and customize the template however I want it to be.”
Brett Harman
Kinetic Case Study


