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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Autotask PSA

    Score7.7 out of 10
    N/AAutotask PSA is designed as a complete IT Business Management Platform for MSPs, now from Datto (resulting from the Autotask merger with Datto in 2017).N/A

    servis

    Score10 out of 10
    N/Aservis.ai empowers businesses to transform customer-facing operations through streamlined automation and AI-enhanced insights. The platform centralizes complex workflows, allowing teams to deliver betterservice while boosting productivity and clarity across every interaction.

    $90

    per month per user

    Pricing
    Autotask PSAservis
    Editions & Modules
    No answers on this topic
    Professional
    $90
    per month per user
    Enterprise
    $180
    per month per user
    Offerings
    Pricing Offerings
    Autotask PSAservis
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—20% discount for annual pricing.
    More Pricing Information
    Community Pulse
    Autotask PSAservis
    Considered Both Products
    Kaseya
    No answer on this topic
    servis.ai
    No answer on this topic
    Key User Insights
    Would buy again
    92%
    Would buy again
    11 Answers
    No answers on this topic
    Delivers good value for the price
    91%
    Delivers good value for the price
    10 Answers
    No answers on this topic
    Happy with the feature set
    92%
    Happy with the feature set
    11 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    78%
    Lived up to sales and marketing promises
    7 Answers
    No answers on this topic
    Implementation went as expected
    80%
    Implementation went as expected
    8 Answers
    No answers on this topic
    Features
    Autotask PSAservis
    Sales Force Automation
    Comparison of Sales Force Automation features of Datto Autotask PSA and servis
    Feature
    Datto Autotask PSA
    -
    Ratings
    servis
    10.0
    1 Ratings
    24% above category average
    Customer data management / contact management00 Ratings10.01 Ratings
    Workflow management00 Ratings10.01 Ratings
    Territory management00 Ratings10.01 Ratings
    Opportunity management00 Ratings10.01 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings10.01 Ratings
    Contract management00 Ratings10.01 Ratings
    Quote & order management00 Ratings10.01 Ratings
    Interaction tracking00 Ratings10.01 Ratings
    Channel / partner relationship management00 Ratings10.01 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Datto Autotask PSA and servis
    Feature
    Datto Autotask PSA
    -
    Ratings
    servis
    10.0
    1 Ratings
    26% above category average
    Case management00 Ratings10.01 Ratings
    Call center management00 Ratings10.01 Ratings
    Help desk management00 Ratings10.01 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Datto Autotask PSA and servis
    Feature
    Datto Autotask PSA
    -
    Ratings
    servis
    10.0
    1 Ratings
    26% above category average
    Lead management00 Ratings10.01 Ratings
    Email marketing00 Ratings10.01 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Datto Autotask PSA and servis
    Feature
    Datto Autotask PSA
    -
    Ratings
    servis
    10.0
    1 Ratings
    26% above category average
    Task management00 Ratings10.01 Ratings
    Billing and invoicing management00 Ratings10.01 Ratings
    Reporting00 Ratings10.01 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Datto Autotask PSA and servis
    Feature
    Datto Autotask PSA
    -
    Ratings
    servis
    10.0
    1 Ratings
    27% above category average
    Forecasting00 Ratings10.01 Ratings
    Pipeline visualization00 Ratings10.01 Ratings
    Customizable reports00 Ratings10.01 Ratings
    Customization
    Comparison of Customization features of Datto Autotask PSA and servis
    Feature
    Datto Autotask PSA
    -
    Ratings
    servis
    10.0
    1 Ratings
    27% above category average
    Custom fields00 Ratings10.01 Ratings
    Custom objects00 Ratings10.01 Ratings
    Scripting environment00 Ratings10.01 Ratings
    API for custom integration00 Ratings10.01 Ratings
    Security
    Comparison of Security features of Datto Autotask PSA and servis
    Feature
    Datto Autotask PSA
    -
    Ratings
    servis
    10.0
    1 Ratings
    17% above category average
    Single sign-on capability00 Ratings10.01 Ratings
    Role-based user permissions00 Ratings10.01 Ratings
    Social CRM
    Comparison of Social CRM features of Datto Autotask PSA and servis
    Feature
    Datto Autotask PSA
    -
    Ratings
    servis
    10.0
    1 Ratings
    28% above category average
    Social data00 Ratings10.01 Ratings
    Social engagement00 Ratings10.01 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Datto Autotask PSA and servis
    Feature
    Datto Autotask PSA
    -
    Ratings
    servis
    10.0
    1 Ratings
    28% above category average
    Marketing automation00 Ratings10.01 Ratings
    Compensation management00 Ratings10.01 Ratings
    Platform
    Comparison of Platform features of Datto Autotask PSA and servis
    Feature
    Datto Autotask PSA
    -
    Ratings
    servis
    6.0
    1 Ratings
    24% below category average
    Mobile access00 Ratings6.01 Ratings
    Best Alternatives
    Autotask PSAservis
    Small Businesses
    BQE CORE
    Score8.8 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Planview AdaptiveWork
    Score8.8 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Autotask PSAservis
    Likelihood to Recommend
    10.0
    (30 ratings)
    10.0
    (1 ratings)
    Likelihood to Renew
    9.0
    (1 ratings)
    -
    (0 ratings)
    Usability
    9.0
    (2 ratings)
    10.0
    (1 ratings)
    Support Rating
    8.4
    (4 ratings)
    -
    (0 ratings)
    User Testimonials
    Autotask PSAservis
    Likelihood to Recommend
    Kaseya
    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
    Read full review
    servis.ai
    FreeAgent CRM allows a sales professional to be on top of their pipeline, sales funnel, activity, and projections! It's easy to use, easy to understand, and easy to navigate. It's very customizeable to your organization liking and organizations needs.
    Incentivized
    Read full review
    Pros
    Kaseya
    • 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
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    servis.ai
    • Pipeline View
    • Task Management
    • Sales Funnel Evaluation
    • Sales Projection
    Incentivized
    Read full review
    Cons
    Kaseya
    • 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
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    servis.ai
    • Emailing compatibility from the platform
    • Calling compatibility from the platform
    • A more automated Task logging process
    Incentivized
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    Likelihood to Renew
    Kaseya
    After using multiple products on the market, Autotask was intuitive and easy to manage.
    Incentivized
    Read full review
    servis.ai
    No answers on this topic
    Usability
    Kaseya
    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
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    servis.ai
    It's easy to use, very customizable, and very effective!
    Incentivized
    Read full review
    Support Rating
    Kaseya
    They are fairly quick at returning a response to a problem and have been able to fix all issues for the most part.
    Incentivized
    Read full review
    servis.ai
    No answers on this topic
    Alternatives Considered
    Kaseya
    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
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    servis.ai
    I have not used previous CRMS.
    Incentivized
    Read full review
    Return on Investment
    Kaseya
    • 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
    Read full review
    servis.ai
    • FreeAgent CRM has allowed me to be on top of my pipeline, which has led to countless closed deals.
    • FreeAgent CRM has given me the understanding of my true activity, allowing for me to make adjustments to my sales processes, leading to more sales.
    • FreeAgent CRM has allowed me to be on top of the larger enterprises and has led to closed deals with larger accounts.
    Incentivized
    Read full review
    ScreenShots