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Customer Relationship Management (CRM)

Track your customer relationships better with Autotask. Our CRM module includes everything you need to build your client base, including tools for prospecting, contact management, sales force automation, quoting and opportunity management - even integrated survey engine and benchmarking tools.

But unlike other stand-alone CRMs, ours is completely integrated. That means that once your prospects become customers, you continue to work out of the same system to service, support, manage and grow them. From right inside the same account screen you have complete and real-time access to all customer information on one screen. No matter who in your company touched the account.

Every note, e-mail, service ticket, project, opportunity, quote, task, to-do, or client-related attachment can be accessed from here. No more double entry of customer data. No more hunting through multiple databases looking for project info, contact info, service desk info, marketing and sales info -- even installed products. Autotask manages it all from first contact, through proposal, to detailed invoice with a complete audit trail.

  • 360-Degree View Of Each Client & Prospect

    home page Each one of your clients has their own account "home page" in Autotask. From here, you have a 360-degree view of EVERYTHING for that client, including all: To-dos, notes, sales opps, individual contacts at the company, service tickets, configurations on their installed assets, account billing info, and attachments such as contracts, proposals, and more.

  • Color-Coded Calendars Make Scheduling Easy

    Autotask includes a powerful internal calendar that is always updated whenever you create a to-do, appointment, or service call. The calendar is color coded by type of activity, as well as percentage of your day that’s filled. The Exchange integration will keep your Outlook and Autotask calendars always in synch!

  • Sales Manager Dashboard

    The CRM module includes the Sales Manager Dashboard, which displays your personal sales information for the current month, and can also be sent up to your Autotask home page. From here you have hot links to your to-dos, a clickable list of opportunities, all your service tickets, sales reports, and more.

  • Real Time Sales Performance Tracking

    Autotask gives you a way to watch your individual sales performance against the current month's quota… always updated in real time! Track your total overall quota for the month, as well as the sub-revenue streams that build up to it.

  • Easily Segment, Target, Act-On and Communicate with Your Prospects and Clients

    With Autotask's Contact Group Manager you can quickly and easily create an unlimited number of Contact Groups, and then edit, manage and act on them in the same way you would an individual contact. Even export your groups as contact lists, mailing lists, email lists, sales call lists, etc. for use in other applications.

  • Opportunity Management

    Autotask's Opportunities Management gives you complete visibility in your entire sales pipeline. Opportunities move through stages specific to the products and services you are selling, and changes in the probability of success are tracked, in real time, to help you manage the entire process.

    Enhanced workflow makes it easy to navigate back-and-forth between opportunities, quotes and quote items. Opportunity details are presented all on one screen, including a color-coded Projected Close Date and Probability for an at-a-glance analysis.

  • Customer Surveys and Benchmarks

    Built-in Survey and Benchmarking features are a great way to monitor customer satisfaction in real-time and improve service delivery, maximize customer retention and win new business. Since customer ratings are immediately available in the Accounts and Contacts views, you get instant visibility where you need it most.

    And, our opt-in, service benchmarking program leverages the huge Autotask user base so you can compare your performance – anonymously – with similar service providers and make adjustments or adopt best practices as needed to improve your business.

 FEATURE COMPARISON Autotask
Pro
Manage & Track Customers & Prospects X
360-degree Account Home Pages X
Unlimited User-Defined Fields X
Advanced CRM Search X
Full family of CRM reports X
Automated reminders X
Integrated Calendar X
Individual Note & To-Do Entries X
Individual Contact Management X
Integrated Customer Surveys and Benchmarking X
Contact Group Manager X
Personalized HTML Marketing X
Access to Account Financials X
Track Installed Products & Assets X
Configuration Management X
Opportunity Management X
Enhanced Workflow for Opportunities and Quotes X
Create Quotes X
eQuote Publishing X
Configurable Security Levels X
Microsoft Office Outlook Integration X
Microsoft Exchange Integration Add-on
Supported in IE, Firefox, Chrome and Safari X
Autotask's CRM module gives you a true 360-degree view of your customers and prospects. And because Autotask is cloud-based, everything is updated in real time and accessible from anywhere – including up-to-the-minute sales and opportunity tracking and analysis.

Autotask’s CRM adapts to the way you do business, not the other way around. Unlimited, customizable UDFs let you track and report on the metrics that are really important to your business. And, Autotask stores your account notes as individual records, automatically time stamped with their own action types and owner – and it’s all kept as part of your account history and fully searchable, by account type, sales rep, date range, opportunity stage and so on.

Here’s another Autotask CRM advantage: Outlook emails can be automatically turned into separate account notes right in the CRM. So all that correspondence with your clients – from you, your finance people, account managers, service techs – is consolidated in one place for anyone who touches the account to see! How’s that for a time saver?
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