What is MSP roadmap software?
MSP roadmap software keeps a multi-year technology plan for each customer: what to change, in which quarter, and what it costs against their budget. Current holds that plan beside a standing account plan for the vCIO or account manager who owns the customer, fills it from what your PSA, RMM, backup and lifecycle tools already know, and records each decision the customer makes.
What keeps a roadmap alive between reviews
The plan fills itself from your tools, and the customer decides in the room. Everything here is live today.
A Suggested tray fed by your tools
Hardware past warranty, operating systems out of support, failing backups, MFA gaps, whitespace, repeating ticket themes, and ScalePad goals and low assessment scores.
Rearrange the plan live in the meeting
In Live mode, drag cards between quarters while planned spend shows against the budget the customer stated for each year. Each change is logged as made in the meeting.
Approval opens an expansion opportunity
An approved card opens an opportunity on your Expansion pipeline with its title and figures. It is opened, never closed for you.
Draft a plan, then ask it questions
The AI drafts goals and initiatives with the record behind each line, and answers questions about the customer's plan with its sources.
ScalePad initiatives on the board
Open ScalePad initiatives arrive as cards and follow ScalePad until your team changes or decides them.
Every plan in your book, in one list
See which plans are stale, which reviews fall within 30 days and what waits on a decision, with a daily nudge for the plans that need one.
- goals on an account plan
- 5
- quarters ahead on the board
- 8
- of budget, by quarter
- 3 years
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 opportunity 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 and business reviews are one module in Current, QBRs & roadmaps, built on 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.
What MSPs pay for QBRs and roadmaps today.
Four tools MSPs buy for business reviews and roadmaps, and what each one charges, from the vendor’s own pricing page or, where the vendor publishes no rate, a third-party listing. In Current, reviews and roadmaps are one module, and it comes with every seat.
What MSPs pay for it today
- Strategy Overview$375/mo
Emerging tier, 25 client companies, month to month.
- ScalePad Lifecycle Manager X$25/client
From $250 a month for up to 10 clients. Every plan requires a 12-month term.
- myITprocess (Kaseya)$399/mo
Basic plan. Third-party listing; Kaseya publishes no rate, only a price quote.
- CloudRadial Client Portal Professional$295/mo + $295
The vCIO account planner and QBRs sit in Professional, from $295 a month, with a setup fee equal to the first month on every plan.
In Current
Business reviews, account plans and roadmaps, with every other module, for $50 a user a month at the founding rate. No fee per customer and no annual term.
See pricingWhere these numbers come from
- Strategy Overview: Strategy Overview pricing, monthly view: priced by client company with unlimited users. 25 companies $375/mo, 10 companies $195, 50 companies $695, 100 companies $975. Annual billing saves 10%, not used here. Read October 17, 2026.
- ScalePad: Lifecycle Manager pricing: Pro from $10/client ($250/mo up to 25 clients), X from $25/client ($250/mo up to 10 clients). All plans require a 12-month contract term. Read October 26, 2026.
- Capterra (myITprocess listing): myITprocess listing, third-party: Basic from $399/mo. Kaseya publishes no rate on its own site, only a price quote. Read October 26, 2026.
- CloudRadial: Unified Client Portal pricing: Starter $145/mo, Professional from $295/mo, Enterprise from $795/mo, each with a one-time setup equal to the monthly price. The vCIO Account Planner and On-Demand QBRs are Professional features. Read October 26, 2026.
Other product names, logos and brands are the property of their respective owners and are used here only to identify those products. Use of them does not imply any affiliation with or endorsement by their owners, and none of them has reviewed this comparison. Vendor pricing changes without notice, so check the vendor’s own page before relying on a figure, and tell us if one here is out of date so we can correct it.
AI in roadmaps, and where a person stays in control
The AI never sees a price. A person accepts or drops every line it writes.
| What Current does | What your team does | Limits |
|---|---|---|
| What Current doesDrafts goals, initiatives and their order for one customer, with a reason and the record behind each line | What your team doesAccepts, edits or drops each line before anything is written | LimitsPrices, contract amounts and your own costs are taken out before the AI reads anything |
| What Current doesAnswers questions about a customer's plan | What your team doesOpens the cited records and decides | LimitsIt reads as you, and cites what it read |
Where roadmap suggestions come from
Each suggestion names the record it came from.
Lifecycle and devices
3 tools
- ScalePad Lifecycle ManagerOpen initiatives arrive as cards; hardware past warranty, goals, action items and assessment scores under 70 arrive as suggestions.
- Datto RMMDevices running a Windows release past end of support, for endpoints ScalePad does not hold.
- SimpleMDMApple devices without encryption, and ones that have not checked in for 30 days.
Your PSA
1 tool
- Contracts and ticketsRenewals land in the quarter they end, and repeating ticket themes arrive as suggestions.
How roadmaps work with your PSA
Your PSA feeds the board. The plan and every decision on it are kept in Current.
| What | Direction |
|---|---|
| Contracts and contract servicesRenewals land in the quarter they end, and the services each customer buys show what is already covered.From your PSA | From your PSA |
| TicketsServices a customer's tickets keep asking for, and repeating ticket themes, arrive as suggestions.From your PSA | From your PSA |
| The account plan, the board and every decisionGoals, budgets, cards and their stamps are kept in Current.Stays in Current | Stays in Current |
Included. One module or all of them, same price.
Every seat gets every available module and every integration, with a 14-day free trial.
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 opportunity 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.