27+ Activity Packs
KweliTrak ships with ready-made activity packs for every scenario — from MSP onboarding to HIPAA risk assessments. Each pack comes pre-configured with the right sections, scoring weights, compliance mappings, and report templates. Pick one and go, or build your own.
Client lifecycle management — onboarding, QBRs, offboarding, and vCIO roadmapping.
Technology risk assessment for property buys, business acquisitions, mergers, and vendor evaluation.
Framework assessments with built-in control mapping, gap analysis, and compliance-grade reporting.
Security posture assessments from general IT audits to pen test scoping and zero trust architecture.
Specialized assessments for regulated industries with pre-mapped compliance requirements.
Ongoing operations, site buildouts, cloud migration readiness, and recurring health checks.
Every pack is fully customizable — adjust sections, scoring weights, compliance mappings, and report templates. Or start from scratch and build your own assessment type to fit your exact workflow.
Platform Capabilities
Collect. Score. Comply. Collaborate. Report. Everything you need in a single platform.
Six assessment sections cover every layer — network infrastructure, servers, endpoints, software inventory, security posture, and findings.
Weighted scoring engine where sections contribute differently by assessment type. Automated flags catch EOL servers, missing MFA, and backup gaps before you do.
Customizable checklists with multi-field types, environment profiles, and industry-specific field packs.
Multi-user assignment, section approvals, in-app commenting, and a complete audit trail.
Professional branded PDFs — executive summary or full technical detail. Plus CSV export and diff reports.
NIST CSF, CIS Controls, SOC 2, HIPAA — with full gap analysis.
Branded read-only view with shareable links for real-time client engagement.
CSV import, RMM integrations, REST API, and webhook notifications.
Fully responsive PWA — install on any tablet for field work.
Workflow
Pick an activity pack, enter client details, add your team, and select a template.
Work through each section — scan assets, import data, attach photos, and assess security.
Section leads sign off, risks auto-flag, compliance gaps map, and clients review via portal.
Generate a branded PDF, export to CSV, share the client portal, and create remediation tickets.
Pricing
Start free. Upgrade when you're ready.
Stop juggling spreadsheets, documents, and tools. One platform for assessments, audits, and compliance — get started in under five minutes.
Start Free Assessment →No credit card required · Free plan includes 5 assessments