Autotask PSADatto, a Kaseya company
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Related Products
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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.
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About
Strategy Overview is a vCIO/QBR automation platform built by MSPs to streamline client strategic planning and digital transformation. It automates quarterly business reviews, including assessments, executive summaries, dashboards, roadmaps, budgets, and Office 365 and asset lifecycle reporting, via a modular template engine powered by the Arya AI agent. The system integrates with PSA/RMM tools (ConnectWise, Autotask, Kaseya BMS, Syncro, Halo PSA) and Office 365 to sync company data, assets, user lists, tickets, warranties, and licensing. Clients gain access to a fully white-labeled portal showcasing their strategy, health scores, asset and user data, tickets, budgets, and roadmaps. It updates warranty and asset information automatically, enabling MSPs to reduce QBR prep time from hours to minutes, standardize processes, surface security/compliance insights, drive proactive recommendations, and convert assessments into strategic revenue guidance.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies in need of an advanced PSA software
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Audience
vCIOs and MSP leaders wanting a solution to automate QBRs, asset audits, and client portals, turning routine reviews into strategic growth conversations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$50 per user per month
Free Version
Not Supported
Free Trial
Supported
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Pricing
$60 per month
Free Version
Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationDatto, a Kaseya company
Founded: 2007
United States
www.datto.com/products/autotask-psa
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Company InformationStrategy Overview
United States
www.strategyoverview.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Supported
Collaboration Tools
Supported
CRM
Supported
Document Management
Not Supported
Portfolio Management
Not Supported
Project Management
Supported
Proposal Generation
Supported
Quote Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
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Integrations
Auvik
Supported
BrightGauge
Supported
ConnectBooster
Supported
ConnectWise Automate
Supported
CrewHu
Supported
Domotz
Supported
Hudu
Supported
ITBoost
Supported
Liongard
Supported
NinjaOne
Supported
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Integrations
Auvik
Supported
BrightGauge
Supported
ConnectBooster
Supported
ConnectWise Automate
Supported
CrewHu
Supported
Domotz
Supported
Hudu
Supported
ITBoost
Supported
Liongard
Supported
NinjaOne
Supported
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