Their CRM is a one-stop shop for management of many clients. Their AEM is unmatched as an RMM tool.
Overall Satisfaction with Datto Autotask PSA
We use Autotask as our CRM, to track our clients and their support tickets, and to create/monitor contracts that we have. We also use their Endpoint Management software. All of us use Autotask here. The tech team uses it to add their time entries so that proper billing occurs after calls. I use it for the above, as well as for creating contracts and running reports. Finally, the bookkeeper uses it as well to invoice our clients.
Pros
- Integrates well with RMM tools
- A wealth of reports are available, or you can create your own
- You can set up your users with individualized access rights to your company's data
- The support team is awesome
Cons
- Custom reports can be a bit confusing to set up
- Their inside sales team reaches out a bit too often
- Autotask is a little bit expensive if you are just starting out
- There are enough features here to take the place of several competing services
- The cost of Autotask isn't currently recuperated as we do not resell it. But it saves us time on labor that we used to spend before having this solution.
- SolarWinds N-central, Kaseya Virtual System Administrator (VSA) and ConnectWise Automate (formerly LabTech)
The portion of Autotask that we've used other companies for prior to using Autotask is the Endpoint Management. The Autotask Endpoint Management (AEM) portal integrates perfectly with their PSA/CRM tools. It's alerting features are much better than the above software as there aren't a bunch of superfluous and unneeded alerts. Instead, it only alerts for things that you specify that you want.
Alerts aside, for the PSA/CRM, I don't have much to compare it to as Autotask was the first PSA we tried. It's hard to imagine a PSA having more features or doing a better job than Autotask.
Alerts aside, for the PSA/CRM, I don't have much to compare it to as Autotask was the first PSA we tried. It's hard to imagine a PSA having more features or doing a better job than Autotask.
Comments
Please log in to join the conversation