Sobre o Autotask PSA

Autotask PSA is an intelligent IT business management platform that centralizes operations to deliver the
mission-critical tools needed to run an IT managed services business. A single pane of glass view provides
full visibility into services, internal operations, customers, and prospects to improve efficiency and service with workflows optimized for MSPs to help resolve tickets faster—and make data-driven decisions to improve efficiency, accountability, and profitability.

Autotask PSA is a 100% SaaS application which means there is no hardware to test, maintain, or update. Autotask PSA has a proven track record of consistently delivering enterprise-grade, 99.99% uptime. Autotask PSA also offers a secure platform, with Datto requiring
two-factor authentication, undergoing routine penetration testing and infrastructure hardening, and actively monitoring for unauthorized access attempts.

Autotask PSA is the central hub for any MSP, and Datto’s open platform and API enables it to integrate with more than 200 critical applications such as remote monitoring and management and accounting solutions that an MSP needs to run their business. The single pane of glass increases efficiency and productivity
with intelligence to quickly identify relevant solutions from the knowledge base to solve issues more quickly and optimize workflows for MSPs to save time on every ticket.

Autotask PSA enables MSPs to work faster and easier with customizable dashboards for each individual user, providing an instant understanding of what’s happening with widgets that show mission-critical business data in real time. MSPs can track the metrics that matter and dig into the granular reporting that provides intelligence to make the best decisions for the company, such as ticket backlog, service level agreement compliance, resource utilization, and client satisfaction. Widgets are completely configurable to elevate helpful information based on each ticket or task so that it can lead the user to make smarter, data-driven
decisions and be more efficient.

Principais benefícios do Autotask PSA

Win New Business: Manage your sales pipeline from end-to-end with full-featured CRM including Opportunity Management, Sales Dashboard and Contact Group Manager.

Improve Service Delivery: A complete Service Desk, with service level management and built-in customer surveys, means nothing falls through the cracks.

Reduce Billing time: Stop wasting unbillable time preparing invoices. Autotask PSA slashes the time associated with your billing cycle and improves cash flow through faster invoicing.

Capture More Billable Hours: Autotask PSA captures every billable hour and expense associated with your projects and services and tracks them against your client accounts and contracts.

Save Time and Deliver Better Service: Autotask PSA's Document Manager streamlines documentation utilization and organization to ensure accountability, standardization of service delivery, and tech insight and efficiency.

Boost Profit Margins: Instant access to real-time profitability analysis lets you quote projects and services more accurately than ever before.

Get Control of your Business: With a 360° view of your entire operation, you’ll know instantly what’s due, what’s billable, which employees are underutilized and which clients are most profitable.

Dispositivos

Porte da empresa

P M G

Mercados

Austrália, Canadá, China, Alemanha, Reino Unido e outros 3, Índia, Japão, Estados Unidos

Idiomas

alemão, espanhol, holandês, inglês, italiano

Imagens

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Captura de tela do Autotask PSA:

Recursos

Total de recursos do Autotask PSA: 94

  • API
  • Acompanhamento de atividades
  • Agendamento
  • Agendamento automatizado
  • Agendamento de manutenção
  • Agendamento de tarefas
  • Alertas por e-mail
  • Alertas/notificações
  • Alertas/transferência
  • Análise de dados em tempo real
  • Armazenamento de dados seguros
  • Armazenamento de documentos
  • Arrastar e soltar
  • Atualização em tempo real
  • Backup automático
  • Banco de dados do cliente
  • CRM
  • Campos personalizáveis
  • Cobrança e faturamento
  • Compras e recebimento
  • Conformidade com HIPAA
  • Contabilidade
  • Controle de despesas
  • Controle de horas e despesas
  • Controle do processo de aprovação
  • Controle do tempo do projeto
  • Controles/permissões de acesso
  • Criação de painel
  • Dados em tempo real
  • Ferramentas de colaboração
  • Fluxo de trabalho configurável
  • Formulários personalizáveis
  • Geração de relatórios de atendimento
  • Gerenciamento de armazenamento de dados
  • Gerenciamento de configuração
  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gerenciamento de faturas
  • Gerenciamento de fornecedores
  • Gerenciamento de pedidos de compra
  • Gerenciamento de tickets de suporte
  • Gestão da base de conhecimento
  • Gestão de ativos de TI
  • Gestão de auditorias
  • Gestão de calendários
  • Gestão de clientes
  • Gestão de contratos e licenças
  • Gestão de edição
  • Gestão de estoques
  • Gestão de help desk
  • Gestão de incidentes
  • Gestão de mudanças
  • Gestão de problemas
  • Gestão de projetos
  • Gestão de recursos
  • Gestão de tarefas
  • Gestão de tíquetes
  • Gestão do SLA (acordo do nível de serviço)
  • Gestão do conhecimento
  • Gestão do fluxo de trabalho
  • Gestão do quadro de horários
  • Imagem de marca personalizável
  • Importação/exportação de dados
  • Indicadores de desempenho
  • Integração da contabilidade
  • Integração do Active Directory
  • Integrações de terceiros
  • Lembretes
  • Logon único
  • Modelos personalizáveis
  • Notificações em tempo real
  • Orçamentos/estimativas
  • Painel
  • Painel de atividades
  • Permissões por função
  • Portal de autoatendimento
  • Portal do cliente
  • Priorização
  • Projeções
  • Questionários e feedback
  • Rastreamento de ativos de TI
  • Rastreamento de estoque
  • Rastreamento de itens faturáveis
  • Rastreamento de recursos
  • Rastreamento de tíquetes de suporte
  • Registro de auditoria
  • Relatórios de TI
  • Relatórios de resumos
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Relatórios em tempo real
  • Relatórios personalizáveis
  • Visualização de dados

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Avaliações

Classificação geral

4,3 /5
(80)
Relação qualidade/preço
3,8/5
Recursos
4,1/5
Praticidade
3,9/5
Suporte ao cliente
4/5

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Exibindo 5 avaliações de 80
Garry A.
Classificação geral
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

We use it daily and couldn't live without it!

Avaliado em 05/12/2017

We run our entire business out of Autotask. It does everything for us as an MSP.

We run our entire business out of Autotask. It does everything for us as an MSP.

Vantagens

Autotask is about automation. It makes ticketing and billing processes standardized and automated.
It has become our central repository for information. All service related issues, time spent, contracts, hardware, etc goes in there. I tell my team all the time, "If it doesn't exist in Autotask, it didn't happen."

Desvantagens

Autotask support has historically been difficult, but is getting much better.
Reporting is very powerful, but also VERY difficult to get your arms wrapped around it. It isn't something you do on a whim. If you have time to spend with it, you'll get good data. If you don't have time to spend, make sure you pay for some Autotask consulting time to help you.

Elizabeth M.
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 5.0 /10

Great for Large Teams

Avaliado em 16/09/2019

Overall I enjoyed using the Autotask PSA for most things, but it was not a good fit for the team I...

Overall I enjoyed using the Autotask PSA for most things, but it was not a good fit for the team I was working with.

Vantagens

Autotask PSA is a great option for large teams. It is fully customizable, offers a wide array of features, and has an excellent, hands-on onboarding process. It is a great option for large teams.

Desvantagens

This software required quite a bit of manual set up for tasks I needed -- things such as automatically sending emails to clients on ticket updates, changing fields from required to not required, etc. For a very small team, onboarding was a bit onerous.

Dan G.
Classificação geral
  • Setor: Rede de computadores
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Autotask does a lot of things. Many really well.

Avaliado em 02/03/2021

Overall, this is a great system for managing a busy tech company, and I recommend it for anyone who...

Overall, this is a great system for managing a busy tech company, and I recommend it for anyone who bills based on time spent with clients.

Vantagens

I manage my clients and my team through the PSA. Trouble-tickets are great, the queues are all very versatile and easy to manage. We have automated alerts, calls, and client-submitted tickets and screenshots all populating to an active queue.

Desvantagens

The "Site Configuration" and basic details of each site could be a lot better organized. Right now, if you want to store a bunch of passwords or configuration details of any one site, it can be cumbersome and difficult to find what you need. Similarly, attached pictures or other attachments for the clients can be tough to find.

Pablo L.
Classificação geral
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente

It's a leading PSA that needs work

Avaliado em 22/03/2018

Vantagens

The integration of multiple components (sales, ticketing, RMM, leads, quotes) is nice to have and is ideal in today's world where managed services providers need all innone solutions

Desvantagens

Every feature unfortunately seems half baked. Some examples of this are: There is no direct integration with quoting resellers like Ingram to get sales data (unless you buy a 3P module such as QuoteWerks), deleting tickets is a colossal nightmare which can't be done via their API. Their APIs in general are fairly poor as they don't let you do basic functions such as deleting configurations or tickets, setting a ticket creator or setting the name of the person that is doing a note or comment (these features are only available via their email gateway or through the portal itself. There is no ability to truly lock down a user account, help desk users are able to pull reports of other members utilization and work being performed even if they are not queue owners.

Nathan L.
Classificação geral
  • Setor: Segurança de rede e informática
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Good Software... Need Help to understand it

Avaliado em 31/12/2019

The integration with Datto RMM is a plus. They work hand in hand. I am able to track my clients and...

The integration with Datto RMM is a plus. They work hand in hand. I am able to track my clients and time I spend doing tasks down to the minute.

Vantagens

This software has been great. It took me a while to get the hang of it. I am still learning the ropes, and I am into it for 2 months now. The staff has been very helpful in getting me onboard. I have not used all of my included support call time yet.

Desvantagens

The learning curve is steep. You are only allowed 3 hours of free phone support to get started. Be careful with utilizing it to the fullest.

Exibindo 5 avaliações de 80 Leia todas as avaliações

Perguntas frequentes sobre o Autotask PSA

Abaixo estão algumas perguntas frequentes sobre o Autotask PSA.

O Autotask PSA oferece os seguintes planos de pagamento:

  • Modelo de preços: Assinatura
  • Teste Grátis: Não disponível

There’s no large upfront charge for the software and no expensive hardware to buy and maintain. You pay a low monthly fee for each user. In fact, in most cases the cost of Autotask is covered with the first wasted hour each user saves, or the first missed billable hour they capture each month with our software.

Não temos informações sobre os recursos do Autotask PSA.

Os clientes habituais do Autotask PSA são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O Autotask PSA está nos seguintes idiomas:

alemão, espanhol, holandês, inglês, italiano

O Autotask PSA é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

O Autotask PSA se integra com os seguintes aplicativos:

Acronis Cyber Backup Cloud, Auvik, BackupAgent, Bitium, BrightGauge, Client Heartbeat, Cloud Elements, ConnectBooster, ConnectWise Automate, ConnectWise Fortify, ConnectWise Sell, Customer Thermometer, Datto RMM, Datto Workplace, Flow, Gluh, IT Glue, Kaseya VSA, Liongard, LogMeIn Rescue, LogicMonitor, MSP360 Backup, Naverisk, NinjaRMM, Passportal, Pulseway, QuickBooks Online Advanced, Quickbooks Online, QuoteWerks, Quoter, RMM, ScalePad, Splashtop Remote Support, Tpad PBX, Unigma, Xero

O Autotask PSA oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, 24 horas por dia (representante ao vivo), Bate-papo

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