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
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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

"...The integrations with Xero make our accounts team very happy and ensures that we aren't jumping between a help desk, an invoice/quote system, normal emails and other tools...." Peer review by Ben Nichols, System Administrator, MCT Solutions

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.

Comprehensive Insights on Autotask PSA Use Cases

How can Autotask PSA optimize your Contract Management Workflow?

How can Autotask PSA enhance your Workflow Management process?

How does Autotask PSA address your Helpdesk Management Challenges?

How can Autotask PSA optimize your Contact List Management Workflow?

28+ more Business Use Cases

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.

Case Studies

Information Technology and Services

CASE STUDY ITPartners+

Datto Managed SOC and Datto EDR helped ITPartners+ stop a ransomware attack from the Akira group. The attack was detected early by Datto’s security tools, triggering a fast response. ITPartners+ isol...ated over 30 devices in minutes, stopping the spread. The team restored systems from backups, and the client’s operations were back to normal by Tuesday. The case shows how Datto’s cybersecurity solutions support business continuity and fast recovery for IT service providers.

Information Technology and Services

CASE STUDY Vicinity

Datto BCDR helped Vicinity protect critical business data for clients in remote Alaska. Vicinity needed a strong backup and disaster recovery solution for the Council of Athabascan Tribal Governments.... Other vendors would not take the project due to location challenges. Datto delivered BCDR appliances using creative logistics, including planes and remote setup. Vicinity found Datto easy to use and reliable, with strong support and live backup verification.

Banking

CASE STUDY Pioneer Bank

Datto Managed SOC and Datto EDR helped Pioneer Bank improve cybersecurity. The bank needed to protect its digital operations and meet strict regulations with a small IT team. Datto's solutions gave 2...4/7 monitoring and strong endpoint visibility. The IT team could spot threats fast and meet compliance needs. The bank also used Dark Web ID to protect against stolen credentials. Pioneer Bank now has better security and can focus on growth.

Health, Wellness and Fitness

CASE STUDY DataSHUR Corporation

Datto SIRIS helped a large dental franchise in Denver recover from a major server crash. The franchise lost access to 20TB of patient and business data, causing 14 days of downtime and $1,200,000 in ...lost revenue. DataSHUR used Datto SIRIS to restore operations quickly after failed attempts with other providers. The solution prevented business closure and protected sensitive patient information.

Information Technology and Services

CASE STUDY OneSource Technology

Autotask, Datto RMM, and IT Glue helped OneSource Technology grow as a managed service provider. The company used Autotask for service delivery and billing, Datto RMM for remote monitoring, and IT Gl...ue for documentation. These tools let OneSource scale to support over 2,500 endpoints across 120 clients. Integration improved technician productivity and response times. The new billing integration aims to ensure accurate, transparent billing for all customers.

Manufacturing

CASE STUDY Visy Technology Systems

Autotask helped Visy Technology Systems improve sales management and project efficiency. Before Autotask, the sales team used manual CRM and quoting systems, causing delays and errors. Autotask gave ...them a cloud-based platform to centralize quoting and sales data. Sales teams across seven offices now create accurate quotes from one product list. Managers use dashboards to track sales and project progress. The company can now forecast sales and manage projects more efficiently.

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

Product

Secure Access for Microsoft 365: Introducing the Secure Edge + SaaS Alerts Integration

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.

Product

Whats new in Autotask 2025.3: Better financial workflows and smarter ticketing

Datto has released Autotask 2025.3, introducing enhanced financial workflows and smarter ticketing features for managed service providers. The update streamlines billing processes and automates ticket management, improving operational efficiency for IT businesses. These enhancements support better service delivery and enable MSPs to optimize business operations using Datto's professional services automation platform.

Product

Instant, secure DR connectivity: Introducing OneDeploy Secure Edge for Datto BCDR

Datto has launched OneDeploy Secure Edge for Datto BCDR, enabling instant and secure disaster recovery connectivity. This integration combines Datto's business continuity and disaster recovery (BCDR) platform with Secure Edge, providing managed service providers with enhanced data protection, rapid failover, and secure remote access for business-critical IT environments.

Product

Simplify user security anywhere with automated, integrated ZTNA

Datto introduces Secure Edge, an integrated zero trust network access (ZTNA) solution designed to simplify user security for managed service providers (MSPs). Secure Edge automates secure remote access, enabling businesses to protect users, devices, and data across distributed environments. The platform integrates with Dattos suite of backup, endpoint security, and network management tools, supporting seamless, policy-driven access control for hybrid workforces.

Datto, Inc. Profile

Company Name

Datto, Inc.

Company Website

https://www.datto.com

HQ Location

Norwalk, Connecticut

Employees

501-1000

Social

Financials

M&A