Documentation/Features

Aerie OS Features

A unified operating system for MSPs. Everything you need to run your business — in one place.

Remote Monitoring & Management (RMM)

Monitor and manage client devices in real-time. Track device health, security status, and software updates from a unified dashboard.

  • Real-time monitoring: CPU, memory, disk, network usage
  • Alert management: Custom thresholds and escalation rules
  • Patch management: Automatic and manual patching
  • Remote support: Remote desktop and file transfer

Professional Services Automation (PSA)

Streamline project delivery and billing. Track projects, timesheets, and billing with powerful project management tools.

  • Project management: Tasks, milestones, and timelines
  • Time tracking: Billable hours and resource allocation
  • Billing: Invoicing, time-based and fixed-price billing
  • Resource planning: Workload forecasting and optimization

Security & Compliance

Built-in security controls and compliance monitoring. Meet audit requirements and protect client data.

  • Vulnerability scanning: Identify and prioritize risks
  • Compliance monitoring: Track against GDPR, SOC2, ISO 27001
  • Access control: Role-based access and MFA
  • Audit logs: Complete activity history for compliance

Automation Engine

Automate repetitive tasks and workflows. Save time and reduce human error with powerful automation rules.

  • Workflow automation: Trigger actions based on conditions
  • Alert automation: Auto-escalate and auto-resolve issues
  • Integration automation: Sync data between systems automatically
  • Scheduled tasks: Run tasks on a schedule or on-demand

Customer Relationship Management (CRM)

Manage client relationships and communications. Track interactions and maintain a single customer view.

  • Client profiles: Centralized contact and account information
  • Interaction history: Track all communications and support history
  • Opportunities: Pipeline management and sales tracking
  • Communication: Built-in email, chat, and call logging

Documentation & Knowledge Base

Create and maintain knowledge bases for your team and clients. Reduce support tickets with self-service resources.

  • Document creation: Rich text editor with version control
  • Knowledge base: Searchable, organized documentation
  • Client portals: Share documentation with clients
  • Templates: Standard operating procedures and runbooks

Reporting & Analytics

Measure performance and gain insights. Track KPIs, SLAs, and business metrics.

  • Dashboard widgets: Real-time metrics and charts
  • Custom reports: Build reports tailored to your needs
  • SLA tracking: Monitor response and resolution times
  • Financial reporting: Revenue, costs, and profitability metrics

Integrations

Connect Aerie OS to your existing tools. Built-in integrations with 50+ popular platforms, plus custom webhooks.

  • Pre-built connectors: NinjaOne, Datto RMM, Kaseya, ConnectWise, and more
  • Webhooks: Send data to any HTTP endpoint
  • APIs: Full REST API for custom integrations
  • Sync options: Real-time, scheduled, or event-based sync

Team Collaboration

Work together seamlessly. Comments, mentions, and activity feeds keep your team aligned.

  • Team channels: Organize discussions by project or topic
  • Comments & mentions: Collaborate on tasks and tickets
  • Activity feeds: See what's happening across your workspace
  • Notifications: Smart alerts for important updates

Enterprise Features

Advanced features for larger organizations and complex environments.

  • Multi-workspace support: Separate instances for different business units
  • Advanced permissions: Fine-grained access control
  • Data residency: Choose where your data is stored
  • Custom branding: White-label your workspace