Overview: Autotask PSA and Portfolio Manager (formerly LiquidPlanner) as Project Management Category solutions.

Autotask PSA excels in managing sales, contracts, and workflows, ideal for IT services and large enterprises. LiquidPlanner focuses on collaboration, social media, and forecasting, appealing to marketing and large businesses. Autotask facilitates scaling and enhancing customer relations, while LiquidPlanner aids risk management and ROI improvement. Autotask offers extensive 24/7 support, aligning well with IT demands. LiquidPlanner provides robust onboarding and diverse industry applications, making it versatile for large enterprises.

Autotask PSA: Autotask-PSA is a robust, cloud-based PSA platform by Datto. It offers IT professionals a unified view of their entire business operations.

Portfolio Manager (formerly LiquidPlanner): LiquidPlanner is a project management solution that uses predictive scheduling to optimize team performance and manage uncertainty. It offers features like workload views, time tracking, and data-driven insights for better decision-making.

Autotask PSA and Portfolio Manager (formerly LiquidPlanner): Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Autotask PSA supports capabilities like sales document management and contract management, making it fitting for enterprises in IT services. read more →

LiquidPlanner excels in collaboration and social media management, which benefits marketing teams needing effective communication tools. read more →

Business Goals

Autotask PSA is designed to enhance customer relationships and increase sales, aligning with enterprises focusing on growth and customer engagement. read more →

LiquidPlanner assists users in managing risk and improving ROI, which is ideal for businesses prioritizing performance optimization. read more →

Core Features

Autotask PSA offers features like data export and integration, appealing to IT sectors requiring seamless data management. read more →

LiquidPlanner's standout features include advanced analytics and custom reports, suitable for large enterprise data needs. read more →

Vendor Support

Autotask PSA provides 24/7 support, email, and phone support, catering well to complex IT environments needing constant assistance. read more →

LiquidPlanner offers robust training and onboarding support alongside 24/7 service, beneficial for diverse enterprise operations. read more →

Segments and Industries

Autotask PSA is predominantly used by IT services and large enterprises due to its comprehensive management functionalities. read more →

LiquidPlanner is widely used in marketing and advertising, reflecting its strengths in communication and social media. read more →

Operational Alignment

Autotask PSA fits into enterprise workflows focusing on IT management and data processes, ideal for large-scale operations. read more →

LiquidPlanner integrates well into large enterprise settings, offering tools for enhancing collaboration and communication across teams. read more →

lightning

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

low

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medium

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Autotask PSA in Action: Unique Use Cases

Why is Autotask PSA the best choice for Workflow Management?

How does Autotask PSA address your Helpdesk Management Challenges?

Why is Autotask PSA the best choice for Contact List Management?

What solutions does Autotask PSA provide for Billing And Invoice Management?


Portfolio Manager (formerly LiquidPlanner) in Action: Unique Use Cases

How does Portfolio Manager (formerly LiquidPlanner) address your Collaboration Challenges?

What solutions does Portfolio Manager (formerly LiquidPlanner) provide for Forecasting?

News

Latest Autotask PSA News

Kaseya Continues Driving MSP Profitability and Efficiency with Launch of Kaseya 365 User at DattoCon Miami | Datto

Kaseya launched the Kaseya 365 User at DattoCon Miami, enhancing MSP capabilities with the inclusion of SaaS Alerts' technology. This new subscription aids MSPs in safeguarding user identity and security, building on the success of Kaseya 365 Endpoint. The event also highlighted Datto's expanded Endpoint Backup and free hardware for SIRIS, aimed at optimizing MSP profitability and efficiency.

20/08/2025 - source

Business Setting

Autotask PSA

Portfolio Manager (formerly LiquidPlanner)