Turn ScalePad insights into action.
Neo reads ScalePad risk scores, refresh opportunities, and warranty alerts, and turns them into tickets, QBRs, and proactive work.
What Neo does with ScalePad.
QBR decks, pre-drafted
Neo pulls the latest ScalePad data per client and builds the QBR narrative so your CSM walks in prepared.
Hardware refresh tickets
Expiring warranties and aged devices auto-generate a client-ready ticket with a refresh recommendation.
Risk scores to actions
When ScalePad flags a client or asset, Neo drafts the outreach and opens the follow-up ticket.
Live in under an hour.
Connect, configure, go. No code, no long implementation.
Connect ScalePad
Authenticate via API. Neo inherits the clients and assets you have in ScalePad.
Pick cadences
Decide how often Neo runs QBR prep, refresh outreach, and risk follow-ups.
Go live
Your CSM walks into QBRs with the deck already drafted. Refresh tickets land in the PSA on schedule.
Questions about the ScalePad integration.
Does Neo replace ScalePad?+
No. ScalePad is the data source. Neo turns that data into tickets, drafts, and decks for your team.
How does the QBR prep work?+
Neo pulls ScalePad metrics, pairs them with your PSA data, and produces a draft ready for your CSM to edit.
Can Neo push back to ScalePad?+
Yes, with Write permissions. You decide what it syncs back.
Ready to wire up ScalePad?
14-day free trial. No credit card. Live in under an hour, right inside your stack.