Autotask CRM

Autotask CRM module offers clients a fully integrated CRM solution that includes everything needed to increase your client database. Along with an integrated survey engine and benchmarking tools, Autotask CRM provides users with tools tailored for prospecting, contact management, sales force automation, and quoting and opportunity management. Unlike stand-alone CRM systems, Autotask is a fully-integrated system—meaning that once prospect become clients, the system retains and optimizes the customer relationship. Autotask can even manage all remedial duties from first contact, through proposal, to detailed invoice with a comprehensive audit trail.

Autotask CRM Pricing

Contact Autotask CRM for price information.

Customer Focus

Small to large-sized enterprises

Key Features

• Track and manage clients and prospects
• Unlimited user-defined fields
• 360 degree account home pages
• Advanced CRM search
• Comprehensive CRM reports
• Automated task reminders
• Fully integrated calendar
• Individual note and task entries
• Individual Contact Management
• Integrated Customer Surveys and Benchmarking
• Contact Group Manager
• Personalized HTML Marketing
• Access to Account Financials
• Track installed products and assets
• Manage configuration
• Opportunity Management
• Create quotes
• eQuote publishing
• VARStreet Advanced quoting
• Configurable security levels
• MS Office Outlook Integration
• MS Exchange Integration
• IE, Firefox, Chrome, and Safari Support