The client portal · managed.itinbusiness.com

See it. Ask for it. Approve it.

Everything we run for you, in one place you can ask questions of. Clients sign in with the Microsoft work account they already have. Your engineers see everything behind it.

What it does
  • Ask. Questions in plain English, answered from your own services, orders and licences. Never another client's data.
  • Buy. Hardware at live distributor prices and stock, quoted in a click, approved by the person you choose, tracked to delivery.
  • See. Your Microsoft 365 licences live, the tickets open, the hours used on your agreement, the invoices behind them.
  • Request. A new starter, a leaver, a change, a service, without email chains. Requests become tickets and orders your engineer already has.
  • Sign. Your agreement, and renewals when they fall due, in the same place.
managed.itinbusiness.comSAMPLE DATA
▸ which laptops can we have by Thursday?
assistant — Two models in stock at the distributor today. I have put the one that matches your standard build in a quote for your approval.
▸ how many spare 365 licences do we have?
assistant — 2 spare Business Premium, 1 spare Business Standard. Want me to assign one to the new starter?
▸ the printer on the second floor is jamming again
assistant — Ticket raised and sent to your engineer. Same fault as 12 August; I have attached that note.
Laptop · standard buildquote for approval · sample
£ ···
Built on what we run

Not a product we bought. The system we run our own business on.

The portal sits on HubSpot and QuickBooks Online, joined to Microsoft 365 and our distributors. It is the same Managed AI we would build for you, in daily use on ourselves first.

Senior engineer

Sees every request, approves what needs approving, and steps in when the answer needs a person.

Assistant

Answers from live data, prepares the quote, raises the ticket, and keeps the record straight.

The same job, both sides. An engineer decides; the assistant does the running around.
Security

Plain rules.

  • Sign-in with your Microsoft work account; no separate password to lose
  • Each user sees their own company only, decided on our side, never by the app
  • Anything that spends money goes through an approval by a named person
  • The assistant is read-only until you decide otherwise; every action is logged
  • Hosted on Microsoft Azure in the UK
  • Your data stays in your systems; the portal reads it with the permissions you give

See it on sample data.

A 20-minute walkthrough on a call. We never show another client's data.