End User Portal for Microsoft Direct CSPs
Empower Your Clients With Self-Service Microsoft License Management & Ordering
Controlled customer self-service for Microsoft subscription management and ordering can help reduce admin time and increase revenue.
Can Help Reduce Admin Time and Increase Revenue
As a Direct CSP, you need to provide clients with visibility and control – without drowning in manual admin.
Our End User Portal is built for CSPs like you, giving customers a simple, branded way to manage their Microsoft subscriptions while keeping your PSA and billing in sync.
Why CSPs Choose Our Portal?
Subscription Management Made Easy
- Customers can view all their Microsoft subscriptions in one place.
- Enable/disable auto-renew or cancel subscriptions instantly.
- Reduce support requests for basic subscription changes.
Self-Service Ordering with Control
- Clients order new subscriptions on demand.
- Co-Term new subscriptions with existing end dates.
- You receive instant alerts when orders are placed.
- Build custom product catalogs to control what’s available (SKUs, terms, and billing frequencies).
Custom Pricing & Billing Alignment
- Link to your Sync 365 billing profiles for tailored pricing (when using Autotask, ConnectWise Manage or HaloPSA).
- Maintain margin control and billing accuracy without manual effort.
Branded Experience
- Add your logo and colors for a seamless client-facing portal.
- Provide a professional, white-label experience that strengthens your CSP brand.
Automation Where It Matters
- Automatic license mapping with Sync 365 + PSA integrations.
- Or run the portal independently if you do not use Sync 365 today.
Whether you’re an Autotask or ConnectWise CSP looking to automate billing, or simply a Direct CSP wanting a better way to serve clients, our End User Portal gives you the flexibility to deliver self-service without losing control.
See the End User Portal in action
End User Portal Partner catalogue management
End User Portal pricing
Choose the add-on when you want End User Portal ordering connected to Sync 365 billing automation. Choose standalone access when you want the Direct CSP portal without a Sync 365 subscription.
Sync 365 add-on
End User Portal with Sync 365
$199monthly, up to 10 companies
- End User Self Service — allow customers to manage their subscriptions.
- Internal Staff Access — grant staff tiered access to manage customer subscriptions.
- Custom Catalogs — only expose products customers are allowed to order.
- Automated Billing — automatically bill license changes through Sync 365.
- Custom Branding — upload a logo for custom branding.
- Catalog Custom Pricing — use Sync 365 billing profiles to set catalogue prices.
| Companies enabled | Monthly USD |
|---|---|
| Up to 10 | $199 |
| 11–50 | $299 |
| 51–100 | $449 |
| 101+ | $649 |
Standalone End User Portal
End User Portal without Sync 365 Subscription
$299monthly, up to 10 companies
- End User Self Service.
- Internal Staff Access.
- Custom Catalogs.
- Custom Branding.
| Companies enabled | Monthly USD |
|---|---|
| Up to 10 | $299 |
| 11–50 | $449 |
| 51–100 | $649 |
| 101+ | $899 |
NEW — Complete the form to request access to the standalone version.
Direct CSP self-service
Give customers control without losing billing oversight
Show customers the subscriptions they can manage while keeping catalogues, pricing and supported PSA billing workflows under your control.Use the portal with Sync 365 billing automation, or run the standalone version when you only need a branded Direct CSP ordering experience.