The Plan view: an Unscheduled column, then the quarters with today’s marked, themes on every card, and the Suggested tray docked on the right with what your feeds noticed. Illustration with generic cards.
One standing plan per customer, not one per meeting.
A business review is an hour a quarter. The roadmap is the record between them: what the customer told you they want, what they said the budget is, and the work you have proposed to get there. It lives on the company record, so next quarter opens on what the last meeting decided.
Their goals and budget, in their words
Up to five goals, each On track, At risk or Off track. The budget, or the words they used instead of a figure, and what it has to cover. How often you meet and when the next review is. Every field carries the date it was confirmed and by whom, and asks “Still true?” once that is older than your cadence.
Work on a timeline, not in a deck
Columns run from last quarter to eight quarters out, with an Unscheduled column for work that has no date yet. Each card sits in one of five themes (security, lifecycle, growth, compliance, continuity), carries its one-time and monthly investment, and links the devices, tickets or contract it came from.
Findings from the tools you already run
Hardware past warranty, operating systems out of support, backups that are paused or failing, multi-factor gaps, services their tickets keep asking for, and repeating ticket themes. Each row names the record behind it. Accept it onto the board, or dismiss it with a reason that sticks.
Approve, defer or decline while everyone is looking.
A card can be decided on the board or on The road ahead slide in Live mode, and both write the same stamp: the date, and the name of whoever decided. When nobody from the customer was in the room, the stamp says who entered it instead.
An opportunity opens
Pick who decided from the plan's room list and stamp it. An opportunity opens on your Expansion pipeline with the card's title, its one-time and monthly figures, and its owner. The deal is opened, never closed: quoting happens where it always does.
It moves, with the reason
Pick the quarter it moves to and say why. The card moves, and its stamp names the quarter it slipped from, so the next review can see what was pushed and by whom.
It stays on the record
Say why. The card stays on the board in a muted state with its reason, off the road ahead and out of every total, so the same idea does not come back as news next year.
This is the roadmap your Strategic Business Review reads from. The review no longer asks for the goals and the budget on two slides someone types into each quarter: Since last time opens with what was promised, Your plan, confirmed lets the room confirm each goal, and the printed pack closes on what the customer told you and what the room decided.
See every customer's roadmap, and what it will cost.
The roadmap is useful in the room and just as useful on a Tuesday: which plans have gone stale, which reviews are due, and what next year looks like against the budget the customer gave you.
Three years of IT spend, none of it typed
Contract renewals in the quarter they end, the hardware refresh from lifecycle cards, and initiatives one-time and recurring, stacked by quarter. The budget the customer stated for each fiscal year is drawn across it, and a year nobody has answered stays blank rather than reading as zero.
Every plan, by next review
One row per company: plan freshness, next review, items waiting on a decision, what is approved this fiscal year and next, and goals at risk. Filter to My book, Awaiting a decision, Stale plan or Review this quarter, or see the same list as a board by quarter.
Walk in knowing what changed
Prep lists what changed since the last review, what to ask and what has gone stale, each line linked to its record. Since last time reconciles the last review's promises: delivered, slipped, dropped or still open. A daily to-do nudges the owner when a plan goes stale or a review is inside 30 days.
An AI-first roadmap, with no figure sent to the model.
Prices, contract amounts, quote totals and your own costs are taken out before a question is sent, and values are attached in your browser afterwards. Nothing the AI proposes reaches a customer until a person accepts it, and AI is part of the per-user price.
A first roadmap, line by line
Proposes goals, initiatives and sequencing for one customer, each line with a reason and the record behind it. You accept, edit or drop every line, and nothing is written until you do.
Questions answered with citations
Reads the plan, 90 days of tickets, contracts, quotes, recent notes and email subjects, and the last review, then answers with chips that open the records it used. It reads as you, so it never reaches a record you could not open.
Initiatives arrive as cards
Open ScalePad initiatives land on the board, and goals, open action items and low assessment scores land as suggestions. A card follows ScalePad until your team changes it or decides it.
Roadmaps are part of the MSP CRM: anyone with CRM access can read the roadmap of a company they can already see, and the plan’s suggestions draw on the same data as whitespace. Customer portal viewers never see it.
See Current on a real book of business.
The demo walks through the pipeline, the dependency engine, the AI briefs, and how time flows straight into your PSA billing.
Round 1: the first 100 MSPs lock this rate for life. CRM + Projects + AI + every integration, one price. Unlimited free client portal viewers.
The questions MSPs ask first.
What is MSP roadmap software?+−
Software that keeps an IT roadmap for each customer between business reviews. In Current, every customer gets a standing account plan (their goals, their budget and what it covers, how often you meet) and a board of quarters holding the work you propose, from last quarter to eight quarters out. The next review opens on what the last one decided instead of a blank page.
Where do roadmap suggestions come from?+−
From the systems you already run. A Suggested tray beside the board collects findings from your connected feeds: hardware past warranty and operating systems out of support from ScalePad Lifecycle Manager or your RMM, services a customer's own tickets and emails keep asking about, backups that are paused or failing, multi-factor coverage short of the whole company, and wording that repeats across five or more tickets in 90 days. Each suggestion names the record it came from. Accept it onto the board, or dismiss it with a reason and it stays dismissed.
Does the AI build the roadmap for me?+−
It drafts, and a person decides. Draft a plan proposes goals, initiatives and sequencing for one customer, each line with a reason and the record behind it, and you accept, edit or drop every line before anything is written. Ask the plan answers questions about that customer and cites the records it read. Prices, contract amounts and your own costs are taken out before anything reaches the model, and AI is included in the per-user price.
How does the roadmap connect to my QBR?+−
The Strategic Business Review reads the goals and the budget from the account plan instead of asking for them again on a slide. In Live mode, Since last time shows what the last review promised and what happened, Your plan, confirmed lets the room confirm or update each goal, and The road ahead puts the quarter board on screen with Approve, Defer and Decline working live. The printed pack's closing page prints what the customer told you and what the room decided.
What happens when a customer approves a roadmap item?+−
The card is stamped with the date and the name of whoever decided, and an opportunity opens on your Expansion pipeline carrying the card's title, its one-time and monthly figures and the person it is assigned to. The deal is opened, never closed: the quote and the close happen on your pipeline as usual. A deferred card moves to a later quarter with its reason, and a declined card keeps its reason too.
Can I see every customer's roadmap in one place?+−
Yes. The Roadmaps page lists your whole book: whether each plan is current or stale, the next review date, items waiting on a decision, what is approved for this fiscal year and the next, and goals at risk. Filter to your own book, plans awaiting a decision, stale plans or reviews due this quarter, or switch to a board grouped by the quarter each next review falls in.
How does the budget view work?+−
It draws three years by quarter from your records rather than from typing: contract renewals in the quarter a contract ends, hardware refresh from lifecycle cards, and initiatives one-time and recurring. Under the chart sit three fiscal years with the budget the customer stated for each, stamped with who confirmed it and when. A year nobody has answered stays blank rather than reading as zero.
Does it work with ScalePad?+−
Yes. With ScalePad connected, a customer's open ScalePad initiatives arrive as cards on the board, and their goals, open action items and low assessment scores arrive as suggestions. A ScalePad card keeps up with ScalePad until someone in Current changes a field or decides the card, and disconnecting ScalePad leaves the roadmap exactly where it is.
Can customers see the roadmap in the customer portal?+−
No. The roadmap is a working record for your team: anyone with CRM access can read the roadmap of a company they can already see, and customer portal viewers reach none of it. Customers see it when you present it in a review or hand over the printed pack.