Autotask is web-based software designed to help consulting and professional service firms run better by having everyone and every key function all working from a common database of business information.

Autotask is built with multiple integrated modules -- including CRM, project management, client service, time tracking and billing -- all accessible from any computer connected to the internet, literally giving you access to everything going on in the company from anywhere, any time.

You configure Autotask To Work The Way You Do

Autotask can be easily configured to support your company's unique business functions. Individual modules can be turned on and off across-the-board, or you can give individual users different levels of access and different views on the data, depending on their function. And, to get even more power at your fingertips, Autotask can be integrated with other general business software, such as Microsoft Outlook, Excel, Word and accounting software like QuickBooks.

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Why An Integrated Solution Is So Important

If you are like many consulting or professional service firms, the chances are that you continue to rely spreadsheets, whiteboards and manual or homegrown solutions to run your business.

Firms that are using these ad hoc systems "hit the wall" as they attempt to sustain their growth. They soon reach a point where they cannot manage the number of employees, clients and implementations needed to sustain their operations. They are past the point where "everyone knows everything that's going on," because these ad hoc systems "silo" the critical functions of the company.

• The business development team can't see what's happening on the client side
• The account managers can't figure out what's done, what's overdue and what's at risk
• Department heads can't tell if the workload will sustain new hires
• Service manager can't effectively prioritize client support calls
• The finance department struggles to get all the information it needs to bill
• Client retention starts to suffer
• Worst of all, the company's management has no efficient way to get a real-time view of the company's overall health.

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Be Wary Of Stand-alone Applications

Because the "pain" hits different parts of the typical company at different times, individual department heads often seek out stand-alone applications, or "point solutions," for their own departmental needs. The account services team brings in a stand-alone project management tool. The client support group buys a more robust help-desk package. The head of business development looks for a new CRM package. The business manager buys a time and billing solution. The smaller problems are fixed, but the bigger ones – those that cross departments – get worse.

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The Affordable PSA Software Solution

Until recently, the only software available to solve these problems took the form of exorbitantly expensive all-in-one enterprise software solutions, such as Primavera, PeopleSoft, SAP, and the like. These products are specifically designed as integrated business management systems, but are not economical for the typical consulting or professional services firm with 20-100 employees.

Autotask is a new breed of affordable software application, delivered on-demand, specifically designed to deal with the key challenges facing companies that provide services sold on actual hours, fixed-fee projects, retainers, block-hours or subscriptions. There's no large up front charge for the software and no expensive hardware to buy and maintain. You pay a low monthly fee for each user… about the same cost of what you would spend buying them one cup of coffee a day.

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Best-of-Breed Functionality

Perhaps the most valuable benefit of implementing the Autotask PSA solution is the automation and integration of all business processes from winning new clients to billing. This gives you a full view of your business metrics, in real time.

With just a few keystrokes, you should be able to instantly:

• Understand your new business pipeline and performance against goals;
• Determine what's due, what's done, what's overdue and what's at risk;
• See all the work that is being done for any given client;
• View the big picture – the complete portfolio of project and client service work that are in-house;
• Drill down to any level of detail, to assess which clients or projects are profitable and which are not;
• View resource and staff availability, resource utilization and billable hour
• Analyze how individual team members are performing;

With all that capability to measure the performance of your business, you can easily see where and how improvements can be made. In addition, it is easy to put that power to work for you. Our Professional Service Automation Software is designed to be flexible. As a result, you can readily configure it to work with your internal workflow and best practices.

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Seeing Is Believing

Now's the time to get better control over your company operations. Contact us now and we'll be happy to provide you with a personalized demo of Autotask right on your desktop via the web, at a time that's convenient for you. Then, if you like what you see, we can set you up to try our software with demo data from a sample company.

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