Autotask PSA

Autotask PSA

Datto, a Kaseya company
+
Visit Website

About

Atera, the first and only Agentic AI platform for IT management, offers IT teams and MSPs a digital workforce of AI agents to preemptively and autonomously manage their entire IT operations. Its all-in-one platform combines RMM, helpdesk, ticketing, and automation to reduce downtime, improve SLAs, and free IT teams to focus on strategic work over mundane tasks. At the core of Atera’s platform are two powerful AI agents built to enhance every layer of IT operations. AI Copilot helps technicians troubleshoot devices, run diagnostics, and generate actionable solutions in real time. IT Autopilot delivers 24/7/365, autonomously resolving Tier-1 issues and reducing IT workload by up to 40%. It acts like a personal AI technician for every employee, freeing your team to focus on what really matters. Trusted by 13K+ customers in over 120 countries, Atera scales with your needs while maintaining the highest security and compliance standards.

About

Datto’s Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based PSA platform providing a singular view of the entire business - enabling MSPs to centralize business operations and make data-driven decisions to improve service, productivity and profitability. Autotask PSA allows MSPs to run all aspects of their business at peak efficiency. It combines all the mission-critical tools necessary to run a managed services business. Autotask PSA centralizes operations and provides instant understanding through customizable dashboards and widgets, enabling you to make data-driven decisions. Autotask PSA does not require extensive testing, maintenance, or updates and has a proven track record of consistently delivering 99.99% uptime and unmatched security. PSA is the central hub for any MSP providing a single pane of glass view across the business and increasing efficiency through automating workflows.

About

Agentforce Service, formerly Service Cloud, is Salesforce’s AI-powered customer service platform designed to unify humans and AI agents across every touchpoint. It connects contact center, self-service, and field service operations on one trusted CRM platform. AI-driven agents provide real-time insights, next-best actions, and personalized responses to improve service quality. The Service Console offers a unified workspace for case management, collaboration, and automation. Built-in knowledge management ensures accurate, AI-grounded answers for both reps and customers. Incident management tools help teams detect and resolve disruptions proactively. Agentforce Service enables organizations to reduce costs while delivering faster, more personalized customer experiences.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Ideal for internal IT departments or managed service providers (MSPs)

Audience

Companies in need of an advanced PSA software

Audience

Agentforce Service is ideal for enterprise and mid-market organizations seeking an AI-powered customer service platform to unify support operations, improve efficiency, and enhance customer satisfaction

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

30-DAY FREE TRIAL
Free Version
Free Trial

Pricing

$50 per user per month
Free Version
Free Trial

Pricing

$75.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.6 / 5
support 4.7 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Atera
Founded: 2011
www.atera.com/

Company Information

Datto, a Kaseya company
Founded: 2007
United States
www.datto.com/products/autotask-psa

Company Information

Salesforce
Founded: 1999
United States
www.salesforce.com

Alternatives

Alternatives

Alternatives

Freshservice

Freshservice

Freshworks
ConnectWise PSA

ConnectWise PSA

ConnectWise
Freshcaller

Freshcaller

Freshworks
Site24x7

Site24x7

ManageEngine

Categories

Categories

Categories

Application Performance Monitoring (APM) Features

Baseline Manager
Diagnostic Tools
Full Transaction Diagnostics
Performance Control
Resource Management
Root-Cause Diagnosis
Server Performance
Trace Individual Transactions

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

IT Asset Management Features

Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
Inventory Management
IT Service Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management

IT Management Features

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM Features

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

MSP Features

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Network Mapping Features

Color Codes / Icons
Compliance Management
Device Auto Discovery
Hierarchical Mapping
Location-Based Mapping
Map Exporting
On-Demand Mapping
Reporting/Analytics
Self-Updating Maps
Web Traffic Reporting

Network Monitoring Features

Bandwidth Monitoring
Baseline Manager
Diagnostic Tools
Internet Usage Monitoring
IP Address Monitoring
Real Time Analytics
Resource Management
Server Monitoring
SLA Monitoring
Uptime Monitoring
Web Traffic Reporting

Network Troubleshooting Features

Alerts / Escalation
Bandwidth Troubleshooting
Change Management
Configuration Management
Connectivity Management
Data Visualization
Historical Audit
Mobile Network Troubleshooting
Network Analysis
Network Monitoring

Patch Management Features

Alerts/Notifications
Automatic Approval
Automatic Patch Deployment
Automatic Scans
Compliance Management
Custom Patches
Dashboard
Network Wide Management
Patch Prioritization
Patch Testing
Remote Access/Control
Vulnerability Scanning

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

RMM Features

Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

Remote Desktop Features

Chat
Cross-Platform Access
File Transfer
Group View
Mobile Device Access
Multi Monitor Support
Record Remote Sessions
Remote Print
Remote Wake
User Management

Remote Support Features

Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

SaaS Management Features

License Management
Onboarding
Renewal Management
SaaS Operations Management
Shadow IT Detection
Spend Management
Subscription Management
Usage Tracking / Analytics
Vendor Management

Server Management Features

CPU Monitoring
Credential Management
Database Servers
Email Monitoring
Event Logs
History Tracking
Patch Management
Scheduling
User Activity Monitoring
Virtual Machine Monitoring

Service Desk Features

Change Management
CMDB
Incident Management
IT Asset Management
Knowledge Base
Mobile Access
Procurement Management
Remote Control
Self Service Portal
SLA Management

System Monitoring Features

Alerts / Notifications
Antivirus Management
Data Backup / Recovery
Device Monitoring
Inventory Management
Patch Management
Policy-based Automation
Remote Monitoring
Reporting / Analytics
Risk Analysis
Server Monitoring
Service Configuration Management

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Bug Tracking Features

Backlog Management
Filtering
Issue Tracking
Release Management
Task Management
Ticket Management
Workflow Management

Call Center Features

Blended Call Center
Call Logging
Call Recording
Call Scripting
Campaign Management
Database
Escalation Management
Inbound Call Center
IVR / Voice Recognition
Manual Dialer
Outbound Call Center
Predictive Dialer
Progressive Dialer
Queue Management
Real-time Chat
Reporting/Analytics

Complaint Management Features

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey Management

Customer Service Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

ITSM Features

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Issue Tracking Features

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Live Chat Features

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

ASAP Rent
Cisco Duo
Domotz
Flip
HubSpot CRM
IBM Cloud Mass Data Migration
Kaseya VSA
LogMeIn Rescue
Quickbase
Rally Software
Retently
Rox
Salesforce Agentforce Marketing
Salesforce Data 360
ScalePad
Splashtop Remote Support
THRON
Talkative
Talkdesk
vCIOToolbox

Integrations

ASAP Rent
Cisco Duo
Domotz
Flip
HubSpot CRM
IBM Cloud Mass Data Migration
Kaseya VSA
LogMeIn Rescue
Quickbase
Rally Software
Retently
Rox
Salesforce Agentforce Marketing
Salesforce Data 360
ScalePad
Splashtop Remote Support
THRON
Talkative
Talkdesk
vCIOToolbox

Integrations

ASAP Rent
Cisco Duo
Domotz
Flip
HubSpot CRM
IBM Cloud Mass Data Migration
Kaseya VSA
LogMeIn Rescue
Quickbase
Rally Software
Retently
Rox
Salesforce Agentforce Marketing
Salesforce Data 360
ScalePad
Splashtop Remote Support
THRON
Talkative
Talkdesk
vCIOToolbox
Claim Autotask PSA and update features and information
Claim Autotask PSA and update features and information
Claim Salesforce Agentforce Service and update features and information
Claim Salesforce Agentforce Service and update features and information