Documentation Center
About the Syncro Platform
Table of Contents
|
Syncro is dedicated to creating intelligent, game-changing software that enables IT professionals to optimize their operations and systems performance.
Founded in 2011 by two Managed Service Provider (MSP) veterans with a passion for IT service software design, Syncro is 100% focused on developing a platform specifically to meet the needs of MSPs and Internal IT Teams.
Our software supercharges service delivery, maximizes uptime, and helps you proactively resolve issues before they become problems.
Syncro makes life easier for IT Administrators and Technicians—and more profitable for Managed Service Providers (MSPs). Our integrated platform provides the backbone of IT infrastructures, with a suite of easy-to-use features that drive speed, efficiency, and growth. |
 |
About XMM
Syncro XMM (eXtended Monitoring and Management) is the first fully integrated platform that sits at the core of your tech stack to help you secure environments, simplify your day-to-day IT operations, and position your business for profitable growth.
Our platform extends beyond traditional IT management software, delivering an industry-first combination of integrated Remote Monitoring and Management (RMM), Professional Services Automation (PSA), and Microsoft 365 management capabilities into a powerful, unified solution. It provides advanced automation with enough flexibility and customization for you to run and grow your business on your terms.
Watch these short videos to learn more:
Note: The Microsoft 365 Management capabilities of the Syncro XMM platform are available on the Team Plan.
Remote Monitoring & Management (RMM)
|
RMM stands for Remote Monitoring and Management. It refers to a set of tools used to monitor client endpoints, networks, and computers remotely.
These tools allow you to maintain systems more efficiently by automating routine maintenance, proactively deploying updates, identifying issues early, and responding quickly to incidents without requiring on-site visits. This proactive approach helps prevent downtime, improve service quality, and reduce operational costs.
Syncro RMM is designed to cater to the needs of both Managed Service Providers (MSPs) and internal IT departments. Its integrated platform helps increase team efficiency, provides better service to end users, and supports business growth through robust endpoint management, reporting, and automation.
An effective RMM typically includes features like real-time monitoring, automated patch management, remote access, alerting, scripting capabilities, and reporting. These features work together to provide visibility, control, and automation across an IT environment.
Tip: If you don't plan to use Syncro for Billing & Invoicing, you can configure Syncro to focus on RMM features. |
 |
See the RMM Setup Guide to get started.
Professional Services Automation (PSA)
|
PSA stands for Professional Services Automation. It’s a category of software that helps service-based businesses manage their operations more efficiently.
PSA tools typically support functions like ticketing, time tracking, contract and SLA management, invoicing, project management, integrations and reporting.
Syncro’s PSA fully automates billing and invoicing processes. It tracks variables like employees, assets, and policies to ensure accurate billing, and can automatically generate invoices based on customizable factors to help you get paid quickly and accurately. You can create custom templates for routine tasks and resolutions, optimizing ticket and help desk workflows.
These features help streamline daily operations, improve visibility, and ensure billing and support are aligned. This helps both MSPs and Internal IT teams deliver services more consistently and profitably, leading to higher client satisfaction. |
 |
See the Invoicing Setup Guide to get started.
Microsoft 365 Management
Snippet: MS365 Team FeaturesIf you're using or managing Microsoft 365 Tenants, the Team Plan allows you to layer M365 security, compliance, and multi-tenant management into Syncro’s already powerful integrated RMM and PSA platform. Create powerful new workflows, automations, and efficiencies that help you save significant time and eliminate the need for other bolt-on tools and add-ons. Tenant Management With Entra ID User SyncConnect individual tenants or your Cloud Solution Provider (CSP) for more granular control over user synchronization. You can filter users based on various criteria such as Groups, Domain, Office Location, and Licenses. Microsoft User ActionsYou can perform Microsoft Entra ID management actions directly from Syncro. This includes resetting passwords and managing MFA methods for Entra ID users, which simplifies workflows and enhances security for your clients. Security Baselines & ReportsSyncro provides tools for assessing and improving security in Microsoft 365 environments. You can attach the CIS-aligned Security Essential baseline to your tenants to monitor Syncro assets and receive alerts for failures or drift. Create reports that identify low Microsoft Security Scores and highlight areas for improvement, enabling targeted project proposals and enhanced security for your clients. |
 |
See Getting Started with Microsoft 365 Management to begin.
Subscription Plan Overview
All new Syncro trials are on the Team Plan. If you're already a Core Plan subscriber and want to trial our Team plan, navigate to Admin > Syncro Administration - Account Settings, then click Trial Team. You can do this once every 6 months.
- For more information about Trials, see About Syncro Trials.
- For more information about each (including a comparison of the plans), see our Pricing page.
Remember, by subscribing to Syncro’s Team plan, you unlock the full power of the Syncro XMM platform. For more information about what that includes, see Team Plan Overview.