Birdview vs. Datto Autotask PSA

Each member of our team can choose their own view, so they can see only what is relevant to them. Plus, we can keep track of everyone's progress without bothering them. Our team loves that everyone can have a different view, so they see only what's important to them. In addition, we can keep tabs on everyone's progress without pestering them. The user interface has some nice quality of life features, such as the different views for different members of our team.

Incentivized

In my opinion, Datto Autotask is exceptionally complicated to set up, manage, and use on a daily basis. I would think the target market for this product would be someone managing a team of 20 - 50 people, possibly more. In my experience, for it to run properly you will need to dedicate at least half an FTE to running this product in an organization of that size per month. I would not recommend it for companies with less than 10 people or for companies that value quick communication with their clients. I would not recommend it for companies using Datto's RMM product. The integration exists, but it is clearly a bolt-on. They were not developed together and they are slow to talk to each other. Frequently you cannot add details from RMM sessions into the PSA without manually copying the ticket number, and if the ticket is more than a week old, then you can't even find it with the ticket number.

Incentivized

• Easy Projects has a really nice UI. It's really easy [to] work there and make our projects easy to follow.
• Great support. A few times I had to talk with support about API connections and they answered me quickly and kindly.
• It's stable. I cannot remember a day when Easy Projects' platform [was] down, so it's really STABLE.
• Charts and reports are very easy to use

• The graphical calculations on time spent on requests, how long they were open for, who worked on a ticket last.
• Grouping by priority so you can determine easier what needs to be addressed sooner rather then later. This also helps if Account Management has conversations a technician is not aware of so they can prioritize efficiently.
• The email updates that are sent out to the technicians so they are aware of upcoming or stale tickets.

Incentivized

• Easy Projects has some problems when it comes to accessing the site via different methods/browsers. It is either very slow or never works on a tablet. It is not smart-phone friendly. And it stopped working for us in Firefox -- all we could use is Safari or Chrome (we are a Mac-based office).
• Easy Projects' email notifications are overwhelming. I turned them off completely since I was getting messages every time one little detail was added or changed.
• While the reports are great, they are somewhat hard to pull. It takes a lot of trial and error -- I would not say the reports are an "intuitive area."
• The biggest by far is what we fondly call "the screen of death." When you mark the last open task associated with a job as complete, a screen pops up that asks if you want to close the overall job, as well. The "yes" field is pre-selected, so if you are overzealous and click through quickly, it automatically closes the job. I don't know why they think this feature is helpful. We have so many staffers that complain they suddenly can't find their open job -- well, it's been marked completed and goes into the archive.

Incentivized

• The GUI is a little dated.
• Some integrations are limited for not being a Datto product.
• While not as complex to set up as Connectwise, it definitely requires some serious thought during the initial setup.
• Email processing could offer more options for parsing keywords and allow for more automation.
• The mobile app is just not worth using in my experience.

Incentivized

EP is great but could be better. EP has been a wonderful tool within our organization, it has helped us control expenses, resources, and the time needed to invest in each project, however when it comes to presenting reports and details it is a bit weak, there are more tools specialized in data visualization, and it would be good to make some kind of integration between EP and the other market alternatives

After using multiple products on the market, Autotask was intuitive and easy to manage.

Incentivized

EP is easy to use and adaptable, its menu is intuitive and the design is pleasant.

Datto Autotask PSA is a full featured product that can do almost anything you need. There is a significant learning curve to get started which requires several hours spent in product training. Additionally, several hours / days are needed to get clients imported, contracts configured, and integrations implemented. Once the setup and user training is complete, the product is very functional, but it's imperative to not get overwhelmed when starting out.

Incentivized

In my personal experience, I only needed EP support once and the truth is that they attended me very well and very quickly, they helped me with what I needed, it was a question regarding the use of WebServices, they solved my doubt and then they contacted me another agent to verify that everything was resolved and if they could help me with anything else

They are fairly quick at returning a response to a problem and have been able to fix all issues for the most part.

Incentivized

I am really satisfied with the implementation of EP in our organization, since it is a very useful tool in our day-to-day work

East Projects integrates with other financial systems such as NetSuite and Compass, which allows a great financial view into the existing and future projects and overall financial health of our resourcing. Other systems, such as Wrike and MS Projects, just focus on project/task management, whereas this is a one-stop shop. It also allows us to manage internal resources.

The portion of Autotask that we've used other companies for prior to using Autotask is the Endpoint Management. The Autotask Endpoint Management (AEM) portal integrates perfectly with their PSA/CRM tools. It's alerting features are much better than the above software as there aren't a bunch of superfluous and unneeded alerts. Instead, it only alerts for things that you specify that you want. Alerts aside, for the PSA/CRM, I don't have much to compare it to as Autotask was the first PSA we tried. It's hard to imagine a PSA having more features or doing a better job than Autotask.

Incentivized

• Increased team collaboration improved the results significantly, because we managed to reduce the amount of time wasted on unnecessary iterations, therefore reducing costs.
• The reasonable pricing enabled us to enjoy the service we needed with with less impact on our budget than we've expected.

• We were able to identify the profitability of our entire client base.
• We identified a loss of over 1 million dollars for time unbilled consultancy fees using metrics derived from Autotask.
• Autotask helped us serve our client base in a professional manner, it's like having an entire department at your finger tips.
• Autotask is the heartbeat of our operation.

Incentivized