Autotask integrates everything you need for prospecting, sales force automation, quoting and opportunity management, so you will always know what’s in your pipeline, what’s going to close and what’s at risk. Integrated survey and benchmarking tools give you the insight you need to ensure client satisfaction.
- 360-degree view of every client and prospect
- Sales and opportunity management dashboards and reporting
- Real-time sales performance tracking and analysis
- Enhanced workflow for opportunities and quotes
- Built-in contact group manager for easier campaigns
- Customizable, automated client and prospect surveys