Simplify Microsoft 365 Security, Boost Revenue, Prove Value

The multi-tenant "Easy Button" for MSPs and MSSPs to simplify security baselines, detect drift, predict config impact, and automate Microsoft 365 security management.

Optimize365 Dashboard
80%+ Faster Assessments
35%+ Sales Increase YoY
60% Less Report Time
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10,000+ End Users Secured by MSPs with Optimize365

60%

Reduction in Time Spent Creating Reports

80%+

Faster M365 Assessments & Security Fixes

35%+

Increase in Sales YoY

From Reactive Headaches to Proactive Growth

Before Optimize365

Constantly chasing Microsoft 365 changes and updates, risking misconfigurations.

Wasting hours switching between portals, running scripts, and pulling reports for each client.

Struggling to upsell security services without clear, client-ready proof.

Reactive firefighting every month.

Inconsistent client security posture.

After Optimize365

Automated tracking of Microsoft 365 changes, with alerts and guided fixes.

One dashboard for all tenants, instant reports, and automated remediation.

Data-driven, automated reports that highlight risks and open upsell conversations.

Proactive monitoring and prevention 24/7.

Standardized, compliant, and secure Microsoft 365 environments.

MSP Challenges With Microsoft 365

Microsoft Changes Constantly

Settings, security defaults, and policies shift overnight. You can't keep up.

Time Wasting

Switching between tenants manually, developing and running scripts, and generating reports eats up hours and keeps you reactive every month for each client.

Leaving Money on the Table

Upselling security and compliance is tough without proof clients need it.

How Optimize365 Transforms Your M365 Security Management

Onboard

  • 2-min to Onboard a client
  • Scan prospects in 40 sec to win deals
  • Pull clients from PSA (Connectwise PSA, Autotask, HaloPSA
  • MS Partner Center support

Assess

  • Quickly and Accurately Assess Microsoft 365 Security Posture
  • User Security Posture
  • App Registration Assessments and Alerts
  • AI Readiness Assessment
  • Prospecting Scans
  • Schedule Assessments

Predict

  • Impact Remediation Prediction
  • Manage Risks
  • Automated Drift Detection

Remediate

  • One-Click Auto-Remediation
  • Customizable Security Baselines
  • Automatic Compliance Mapping

Prove

  • Prove Value & Justify Ongoing Services to Clients
  • Branded Reports
  • Client Portal
  • Data-Driven ROI Demonstration

Monetize

  • License Upsell Identification
  • Effort Estimation
  • Identify Security & Compliance Upsell Opportunities

Optimize365 – FAQ

Optimize365 is a Microsoft 365 security and optimization platform designed for MSPs. It helps you assess risks, automate remediation, prove value to clients, and uncover upsell opportunities — all from one dashboard.

We automatically track and detect changes in Microsoft 365 policies, settings, and configurations, sending you alerts and recommendations so you can stay ahead of potential issues.

Yes. Optimize365 consolidates all your clients into a single view, so you can assess, report, and remediate without jumping between portals or running multiple scripts.

With one-click remediation, automated compliance mapping, and pre-built assessments, you can cut manual work by up to 80% per client.

Absolutely. Optimize365 identifies security and compliance gaps you can use to upsell additional services, licenses, or projects — turning security work into a revenue stream.

Not at all. Our onboarding process takes less than 2 minutes per tenant, with instant security posture results.

Yes. You can fully brand assessment and ROI reports with your logo, colors, and company name before sharing them with clients.

Yes. We integrate with leading PSA tools (ConnectWise, Autotask and HaloPSA) to automatically create tickets, track remediation, and align with your existing workflows.

Optimize365 automatically maps client environments to compliance frameworks and provides step-by-step remediation guides to close any gaps.

Yes. We offer an NFR license and one free prospecting scan so you can experience the value firsthand before making any commitment.

Book a demo and receive your NFR license to start testing Optimize365 with your own environment.

Ready to Transform Your M365 Security Management?

Book a demo and receive your NFR license to start testing Optimize365 with your own environment.