December 2025

New Features

• Added Liongard integration.

November 2025

New features:

• The ability to create and sync opportunities from Lifecycle Manager initiatives to ConnectWise Manage, Halo PSA, and Autotask has been added.
• Halo PSA integrations will now sync opportunities, contracts, and tickets, as well as hardware, software, and contact data.

UI updates

• Rich text and images can now be added to internal or public comments in assessments.

October 2025

New features:

• Added the ability to upload assessment templates to Lifecycle Manager, instead of having to build them from scratch.
• Initiatives can now be added to Meetings.

September 2025

New features:

• User-created custom hardware asset types can now be deleted after they are created.
• The ability to add PDFs to your Lifecycle Manager X deliverable reports is now available.
• Autotask PSA tickets can now be created directly from within Lifecycle Manager.

UI updates:

• A search box has been added to the Initiative templates modal when applying a template to a new initiative.

August 2025

New releases:

• Lifecycle Manager X is here!
  Exclusively available to Lifecycle Manager Pro subscribers, this powerful new add-on helps you drive more strategic conversations with clients.
  
  Lifecycle Manager X features include:
  • Goals - Track, update, and link client objectives.
  • Meetings - Schedule, document, and manage client meetings.
  • Budgets - Forecast and review client IT spend.
  • Assessments - Evaluate client environments using premade or custom templates.
  • Deliverables - Generate polished, client-ready reports.
  • ClientIQ (Beta) - Get AI-powered client and industry insights.
  • Analytics (Beta) - View service metrics like tickets and CSAT by client.
     
• Segmentation: Pro partners can now group clients into segments for targeted planning.
• Custom asset types: Define and track your own asset categories.

UI/UX Updates:

• The Clients console is now the default landing page upon logging into Lifecycle Manager.

Deprecated features:

• The Scorecards feature is no longer available in Lifecycle Manager.