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CRM
Track the Customer Relationship |
Track the customer relationship better than ever before! Work faster and better with real-time access to a 360-degree view of customer information, all on one screen. No more double entry of customer data.
No more hunting through multiple databases looking for project info, contact info, service desk info, marketing and sales info -- even installed products. Autotask Pro manages it all from first contact, through proposal, to detailed invoice with complete audit trail.
Look how Autotask Pro helps you manage your customers better:
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Manage Customer Information Better
Real-time access to critical customer information and history, just a few clicks away. Use key account icons and user defined fields and automated notification to identify and track important information. Thanks to Web-based integration, update status at any time, from anywhere, and seamlessly manage your customer relationships.
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Generate Improved Sales Opportunities
Accurately track sales in progress. Sales dashboard enables up-to-the-minute lead tracking, sales metrics, sales quota performance, territory management, pipeline reports and easy export to Microsoft Excel®. Includes configurable sales reporting for multiple locations and security for outside sales reps. Autotask Pro complements IT services procurement tools like ChannelOnline, VAR Street and Quotewerks. |
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More Complete Client Signoff Sheets
Create client specific time sheets and work reports with signature lines so your clients can approve your work.
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Streamline Business Workflow
Use Autotask Pro workflow queues to track RFQ's, project proposals and RMA's. New customer setup is fast and avoids dropped balls. Create check-off lists that detail tasks to be done, and the people to do them.
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Take Advantage of Outlook Integration
Real-time integration from within Microsoft Outlook® for contacts, calendar items, and email. Easily create notes or tickets from email messages to track and respond to customer requests quickly and accurately. |
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Track Installed Products & Subscriptions
Track customer products and assets, subscriptions, installation dates, serial numbers, warranty expirations, service cancellations to cultivate sales opportunities. Subscriptions can be tracked and billed. |
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