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.
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, 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.
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360-Degree View Of Each Client & Prospect
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.
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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!
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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.
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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.
| FEATURE COMPARISON | Autotask Go! |
Autotask Pro |
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| Manage & Track Customers & Prospects |  | |
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| 360-degree Account Home Pages | | |
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| Unlimited User-Defined Fields | | |
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| Individual Contact Management | | |
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| Individual Note & To-Do Entries | | |
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| Advanced CRM Search | | |
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| Integrated Calendar | | |
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| Automated reminders | | |
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| Contact Group Manager | Add-on | |
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| Personalized HTML Marketing | Add-on | |
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| Opportunity Management | | |
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| Create Quotes | | |
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| VARStreet Advanced Quoting | Add-on | Add-on |
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| Track Installed Products & Assets | | |
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| Full family of CRM reports | | |
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| Configurable Security Levels | | |
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| Access to Account Financials | | |
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| Microsoft Office Outlook Integration | Add-on | |
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| Microsoft Exchange Integration | Add-on | Add-on |
Streamlined Opportunity & Quotes Workflow. New enhancements allow instant navigation from Opportunities to Quotes to Quote Items and back again, making it faster and easier than ever before to create, manage update and track your quotes and opportunities. Opportunities can contain one-time, monthly, quarterly and annual items and opportunity values can be automatically calculated from the quote based for a specified target period. New Quotes default to opportunity details to streamline creation, and quoting workflow makes it easy to load quote items from templates or other quotes, group quote items by category and more.
VARStreet Advanced Quoting. The powerful VARStreet Advanced Quoting tool is now available from right within Autotask Opportunities. Users with a VARStreet login can generate VARStreet advanced quotes as quickly and easily as they create Autotask quotes. And, because all of your customer data and information is fully accessible, quotes generated in VARStreet are automatically tracked as individual sales opportunities in the Autotask CRM. After the sale, products are automatically stored in your end-customers' records as configuration items, ready to be attached to contracts and included in service agreements, and you can invoice items from VARStreet advanced quotes directly within Autotask.
Contact Group Manager. Want to quickly send a personalized HTML e-newsletter to decision makers at key accounts right from of Autotask? Just click to send. Create a follow-up To-Do for clients using the new Cisco CRS-1 Carrier Routing System? No problem. Pull together a list of all the law firms in your CRM that are located in New York, have more than 10 desktops and use MS SharePoint? Couldn’t be easier! With Autotask’s new Contact Group Manager you can quickly and easily create, manage and act on groups of Contacts in your Autotask CRM as quickly and easily as you work with individual contacts. Import Contacts directly into Groups, pre-schedule outbound group emails, even export your Contact Groups as lists for use in other applications.
Configuration Management. You need the ability to easily access configuration information about the hardware and software assets you set up and/or maintain for your customers. Autotask’s new Configuration Management lets you collect, view and report on all your critical device and software-specific information - including links to related devices and site-specific configuration data. It’s all readily accessible within Autotask, and at the fingertips of techs going out on service calls. You can also track service issues associated with devices and software to identify which products and vendors are high-maintenance and ensure you are pricing your setup and maintenance packages appropriately.
Improved Quoting Capabilities for Recurring Services and MSPs. Users can now generate comprehensive quotes for recurring services, managed services, and software as a service (SaaS) offerings. It’s easy to quote separate monthly unit prices per device (like price per firewall, server or desktop), quote a price per user or quote a fixed price based on a complex service bundle. In addition, electronic quotes can now be sent and reviewed online and then updated in real time as changes are made.
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 a 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?Yes, you can afford it!
It's hard to believe that a service that is as comprehensive and mission critical as Autotask can be so affordable. The fact is, you can get going with our industrial strength platform for as little as $29 per month, with no upfront fees for a single user with Autotask Go!. And even our most powerful product, Autotask Pro, can be had for less than what you charge for a single hour PER month of billable time per user. Ask one of our reps for your personalized ROI calculator.
You'll be amazed at how such a small investment can generate such a huge impact to your bottom line. Better yet, don't take our word for it...check out what our customers have to say about the positive impact Autotask has had on their businesses.
Personalized ROI calculator Buy Autotask Go! Request a Demo of Autotask Pro
