Autotask Review
What is Autotask?
Autotask is a comprehensive technology platform that runs your critical business functions, including: expense management, service desk, project management, CRM, and time & billing. It is designed for technology solution providers with multiple clients using extensive network infrastructures. The IT business management solution features remote monitoring and management—it can be an add-on or integrated—in a secure and encrypted environment across devices, domains, and networks. It allows you to view all your IT assets and set system-wide monitoring policies, such as, auto-response, auto-resolution, email alerts, and dashboard lookup. Its RMM also has an audit-trail and ticketing and easy-to-read reports.
As a service desk, Autotask is ITIL-compliant and features SLA management and allows you to keep customer notes, contracts, emails, and incidents in a single location to help you settle disputes or issues faster and more accurately. Likewise, Autotask helps you to manage different SLA levels and monitor each agreements’ details with automated alerts, work flows, and escalation paths. Its SLA module integrates with accounting for faster billing. To keep you on top of high-priority SLA issues, the solution delivers real-time updates and alerts.
Autotask also features a built-in project management module to keep your service delivery on time, within budget, and measurable down to your targets. You can measure a project’s profitability with increased visibility of cost-efficiency, and collaborate with the right people for the right tasks while generating real-time data.
Moreover, its CRM module lets you and your team see SLAs, tasks, to-dos, tickets, and more in one location so it’s easier to analyze metrics that impact most on your customer service or identify leads. A self-help portal also lets you provide support all the time. Lastly, the Time & Billing module captures all incidents, which allows you to apply time and expenses. You can also create detailed invoice with customizable data that can help you to settle disputes.
For a seamless performance, Autotask integrates with best-of-breed software for a wide array of business processes and productivity solutions.
Show MoreOverview of Autotask Benefits
Service Desk
- Scheduling is made simple with drag-and-drop dispatcher workshop
- Customize dashboards based on the metrics that matter to you
- Keep customer notes, contracts, incidents, emails in one place
SLA
- Manage multiple SLAs even at varying levels
- Cut down billing processing time from hours to minutes by integrating SLA module with accounting
- Keep tab of different SLA details with auto-alerts, work flows, and escalation paths
- Manage customer expectations with automated work flows
- Real-time updates and alerts inform you what is due or high priority
RMM
- Monitor all types of devices 24/7
- Deliver immediate personal-level support with audit trail and ticketing
- Keep your remote communications safe and secure with encryption
- Monitor SLA service delivery with built-in dashboards
Project Management
- Meet billing milestones by keeping a close tab on your service deliveries
- Measure project profitability and control cost vs. efficiency with accurate data
- Consistently track events in your project work flows
- Connect the right people with the right tasks and generate real-time data
CRM
- Everyone can see all opportunities, contracts, tickets, tasks, and to-dos in one location
- Monitor and analyze sales performance and leads
- Identify and improve the metrics that impact most on your customer service
- Offer self-help tools for round-the-clock help desk
Time & Billing
- Auto-apply time and expenses to any contract type
- In-source or outsource tickets from your vendor partners
- Integrate timesheets with your accounting with one-click approval and posting
- Customize invoice per customer type
Overview of Autotask Features
- Time & Expense tracking
- Invoicing
- Job costing
- Calendar management
- Client database
- Service desk
- Self-service client portal
- Collaboration tools
- Project management tools
- CRM features
- IT solution
- Proposal generation
- Quote generation
- Remote and resource management
What Problems Will Autotask Solve?
Run your operations more efficiently
Its integration with accounting solutions lets you process billing in minutes than previously in hours. Meanwhile, the collaboration tools allow you and your team to track tickets on real time and work together, if need be, to resolve issues using the fastest route. The time tracking tool, on the other hand, helps you to track your field staff’s time like technicians and salespeople, which helps you to maintain efficiency based on your targets.
Improve customer satisfaction rating
The RMM features means you can provide service immediately; travel time and device type is inconsequential. You also keep tab of different SLAs even in varying levels by setting auto-alerts and defining escalation paths to fix issues before they get complicated. Likewise, you can use audit-trail and ticketing to provide a one-to-one service with full comprehension of each customer’s specific issues. Autotask’s self-help portal also means your clients can always find solutions online even while you’re offline or during off-work hours.
Keep your revenues at 80/20 perspective
By delineating billing milestones, you can closely monitor your services and charge appropriately once a line is crossed. You can also measure a project’s profitability, or lack thereof, using the solution’s project management tools. This means you can focus on projects that give you the best income stream.
How Much Does Autotask Cost?
Autotask Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
What are Autotask pricing details?
Autotask Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
Autotask is available by quote only. Please contact the vendor directly for pricing details.
User Satisfaction
Positive Social Media Mentions
213
Negative Social Media Mentions
8
We are aware that when you choose to get a Project Management Software it’s important not only to find out how experts score it in their reviews, but also to discover if the real clients and enterprises that purchased this software are actually satisfied with the product. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Autotask reviews across a wide array of social media sites. The data is then presented in a simple to digest format indicating how many users had positive and negative experience with Autotask. With that information at your disposal you will be equipped to make an informed purchasing decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
Deployment
Language Support
- English
Pricing Model
- Quote-based
Customer Types
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Autotask?
Autotask integrates with “best of breed” business applications including: accounting, network security, CRM, mobile, and email services.
- 6fusion
- Agility
- Anchor
- Athesys
- Bomgar
- BrightGauge
- BVoIP
- Client Heartbeat
- CloudMGR
- CNet ChannelOnline
- datto
- DeskDirector
- ECI e-automate
- eFolder
- ExchangeDefender
- FreshBooks
- GFI Max
- IBM
- IDSync
- iSell
- Kaseya
- LabTech
- LogicMonitor
- MailProtector
- Microsoft
- Microsoft Dynamics
- OpenDNS
- Panorama9
- QuickBooks
- Werks
- StorageCraft
- TrendMicro
- Xero
Autotask User Reviews
Autotask average rating:
5/5
Overall impression
5/5
Customer Support
5/5
Value for Money
5/5
Ease of Use
Write your own review of this product
ADD A REVIEWThe most favorable review
PROS: Autotask PSA integrates well into our RMM tool and QuickBooks. It allows our techs to easily put in their time entries for accurate billing. Also, the contract creation is pretty powerful, in that you can exclude and include certain work types, and even set rates on an individual or global basis. Reports are very powerful as well.
CONS: The report export doesn't look nice, and you always have to tinker with Excel to get it to look decent. Also, it's difficult to know when contracts are expiring. There used to be a notification that would come up, but it no longer does, so you have to check the central dashboard for expirations which isn't a big deal as long as you remember to do it every month.
The least favorable review
PROS: It allows for better prioritization and delegation of needed services within our network.
CONS: I cant think of one
More reviews from 2 actual users:
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- Latest
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Autotask is a full featured PSA and CRM which manages your clientbase effectively
Read full review >
5/5
Overall impression
5/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 19.08.2021
Company Size: 1-10 Employees
Industry: Computer & Network Security
PROS: Autotask PSA integrates well into our RMM tool and QuickBooks. It allows our techs to easily put in their time entries for accurate billing. Also, the contract creation is pretty powerful, in that you can exclude and include certain work types, and even set rates on an individual or global basis. Reports are very powerful as well.
CONS: The report export doesn't look nice, and you always have to tinker with Excel to get it to look decent. Also, it's difficult to know when contracts are expiring. There used to be a notification that would come up, but it no longer does, so you have to check the central dashboard for expirations which isn't a big deal as long as you remember to do it every month.
Wonderful service, Amazing product
Read full review >
4/5
Overall impression
4/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 23.03.2021
Company Size: 11-50 Employees
Industry: Information Technology and Services
PROS: It allows for better prioritization and delegation of needed services within our network.
CONS: I cant think of one
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Autotask user reviews
Autotask is a full featured PSA and CRM which manages your clientbase effectively
Read full review >
5/5
Overall impression
5/5
Customer Support
4/5
Value for Money
5/5
Ease of Use
Published on: 19.08.2021
Company Size: 1-10 Employees
Industry: Computer & Network Security
Wonderful service, Amazing product
Read full review >
4/5
Overall impression
4/5
Customer Support
4/5
Value for Money
4/5
Ease of Use
Published on: 23.03.2021
Company Size: 11-50 Employees
Industry: Information Technology and Services
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