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SI Portal

Customer Relationship Management (CRM)

Autotask CRM is the hub that ties in all of your business applications. SI Portal leverages the information in Autotask to provide a base to start documentation. Once the Accounts and Customers are synced into the SI Portal, the documentation in the SI Portal can be linked to them to show relationships. View a web server and see associated Autotask customers, websites it runs, support companies, associated KB articles, login information, and much more.

Integration Features

  • SI Portal Companies synchronization with Autotask accounts
  • SI Portal Contacts synchronization with Autotask customers