Autotask’s CRM includes everything you need to build and retain your client base. From prospecting tools and contact management, through sales force automation and quoting – there’s even a robust, automated client survey and benchmarking engine to help ensure higher customer satisfaction and retention.
- 360-degree view of every client and prospect
- Sales manager dashboard and reports
- Real-time sales performance tracking
- Opportunity management and reporting
- Contact Group Manager
- Automated workflow for built-in surveys & benchmarking