Autotask PSA Overview

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

Use Cases

Customers recommend Contract Management, Workflow Management, Helpdesk Management, as the business use cases that they have been most satisfied with while using Autotask PSA.

Other use cases:

  • Contact List Management
  • Proposal & Quote Management
  • Billing And Invoice Management
  • Engaging And Following Up
  • Knowledge Management
  • Training & Onboarding
  • Lead Tracking
See all use cases See less use cases

Business Priorities

Scale Best Practices and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Autotask PSA.

Other priorities:

  • Acquire Customers
  • Increase Sales & Revenue
See all business priorities See less business priorities

Autotask PSA Use-Cases and Business Priorities: Customer Satisfaction Data

Autotask PSA's features include Ticketing, Dashboard, Alerts: Popups & Notifications, etc. and Autotask PSA support capabilities include Chat Support, Email Support, 24/7 Support, etc. also Autotask PSA analytics capabilities include Analytics, and Custom Reports.

Reviews

"...You can easily switch between project, contract, account, and opportunity by clicking hyperlink embedded in the summary page of each screen...." Peer review by Brianne A, Project Manager, Information Technology and Services

Peer review evidence (same sources as the product rating summary)

"...For example, we have several Viking systems for products at resell that integrate with Autotask so we don't have to manually enter billing for them in our service contracts...." Peer review by Garry Adams, Director of Operations, iTech Las Vegas
"...Very good ticket UI and workflow..." Peer review by Roberto B, EVP
"...Great tool for tickets and helpdesk, but need to have better support...." Peer review by Sam L., Systems Administrator, Financial Services

Autotask PSA, Prism PPM (formerly WorkOtter), TeamGantt, ClickUp, MeisterTask, etc., all belong to a category of solutions that help Project Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Autotask PSA

Top Industries

  • Information Technology and Services
  • Computer Software
  • Computer & Network Security

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Autotask PSA is popular in Information Technology And Services, Computer Software, and Computer & Network Security and is widely used by Mid Market, Small Business, and Enterprise.

Autotask PSA Customer wins, Customer success stories, Case studies

How efficiently Does Autotask PSA manage your Contract Management?

What benefits does Autotask PSA offer for Workflow Management?

What Are the key features of Autotask PSA for Helpdesk Management?

How can Autotask PSA optimize your Contact List Management Workflow?

11 buyers and buying teams have used Cuspera to assess how well Autotask PSA solved their Project Management needs. Cuspera uses 1583 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Project Management needs.

 

Visy Technology Systems - Manufacturing - Large

Melbourne, Australia

Autotask helped Visy Technology Systems improve sales management and project efficiency. The company replaced manual CRM and quoting systems with a cloud-based platform. Sales teams across seven offi...ces now generate accurate quotes from a single product list. Managers use dashboards to track sales metrics and forecasts. Project delivery is faster and more reliable with automated workflows.

 

Vicinity - Information Technology And Services - Small

Honolulu, USA

Vicinity, an IT service provider in Alaska and Hawaii, needed a reliable backup and disaster recovery solution for a client in rural Alaska. Many vendors refused the project due to logistical challen...ges, but Datto delivered. Vicinity used Datto BCDR to secure critical systems and data for their client, overcoming tough shipping and setup obstacles. Datto's solution offered remote setup, seamless integration, and strong support. At least 80% of Vicinity's MSP clients now use Datto for business continuity and disaster recovery.

 

Pioneer Bank - Banking - Medium

USA

Datto Managed SOC and EDR helped Pioneer Bank improve cybersecurity. The bank needed 24/7 endpoint protection to meet strict regulations and keep customer trust. With Datto, the small IT team gained ...real-time monitoring and threat response. The solution gave them visibility into endpoints and Microsoft 365. This helped them meet compliance and focus on growth. The bank now uses advanced tools to protect digital assets and customer data.

 

OneSource Technology - Information Technology And Services - Small

Wichita, USA

OneSource Technology used Autotask, Datto RMM, and IT Glue to support over 2,500 endpoints for 120 clients. The company relied on Autotask for service delivery and billing, Datto RMM for remote monit...oring, and IT Glue for documentation. These tools helped OneSource scale while keeping a personalized approach. Integration of IT Glue improved technician productivity and response times. The new billing integration aims to ensure accurate, transparent billing for all clients.

 

ITPartners+ - Information Technology And Services - Small

Grand Rapids, USA

Datto Managed SOC and Datto EDR stopped a ransomware attack at ITPartners+. The attack was detected in just over a minute, preventing widespread damage. Datto’s tools isolated over 30 devices and kil...led malicious processes. ITPartners+ restored systems from backups and had their client fully operational by Tuesday. The quick response minimized downtime and ensured business continuity.

 

DataSHUR Corporation - Information Technology And Services - Small

Denver, USA

Datto helped DataSHUR Corporation rescue a large dental franchise from catastrophic data loss. The dental franchise lost $1.2 million in revenue and faced 14 days of downtime after a server crash wit...h no backup. DataSHUR used Datto’s backup and recovery solutions to restore 2TB of data and get the client back online. Datto SIRIS and Datto ALTO enabled fast recovery and minimized future risks. DataSHUR now relies on Datto for reliable disaster recovery and business continuity.

Frequently Asked Questions(FAQ)

for Autotask PSA

What is Autotask PSA used for?

Autotask PSA is a Project Management Software mainly used by its customers to Scale Best Practices and Enhance Customer Relationships by Contract Management, Workflow Management and Helpdesk Management .

What are the top features of Autotask PSA?

Ticketing, Dashboard and Alerts: popups & Notifications are some of the top features of Autotask PSA.

Who uses Autotask PSA?

Autotask PSA is used by Information Technology And Services, Computer Software and Computer & Network Security among other industries.

What are Autotask PSA alternatives?

Prism PPM (Formerly WorkOtter), TeamGantt, ClickUp and MeisterTask are popular alternatives for Autotask PSA.

Where is Autotask PSA located?

Autotask PSA is headquartered at Norwalk, Connecticut.
lightning

Peers used Autotask PSA for contract management and workflow management

Autotask PSA Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.53/5

Read Reviews (17)
Custom Reports

3.54/5

Read Reviews (231)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.53/5

Read Reviews (17)
Custom Reports

3.54/5

Read Reviews (231)

Software Failure Risk Guidance

?

for Autotask PSA

Overall Risk Meter

Low Medium High

Top Failure Risks for Autotask PSA

Datto, Inc. News

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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.

Partnership

Kaseya Reaffirms Commitment to Channel Partners | Datto

Kaseya has expanded its Kaseya + Datto Global Partner Program, increasing resources by 300% and growing the team to over 60 members. The program now allows partners to combine their Datto and Kaseya spend to qualify for higher tiers, offering enhanced benefits such as free services, technical support, and marketing automation tools. The initiative aims to empower MSP partners with strategic resources to grow their businesses.

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Datto has introduced a new integration between Secure Edge and SaaS Alerts to enhance Microsoft 365 access security. This integration automates the enforcement of Microsoft Conditional Access Policies, ensuring only trusted users and networks can access Microsoft 365. It reduces manual work for IT teams, blocks unauthorized access, and simplifies policy management without disrupting end users.

Datto, Inc. Profile

Company Name

Datto, Inc.

Company Website

https://www.datto.com

HQ Location

Norwalk, Connecticut

Employees

501-1000

Social

Financials

M&A