AUTOTASK

Autotask's IT Business Management Platform can be customized to meet a service provider's needs, preferences and work style. That includes customizable dashboards that match the different roles in your organization, such as executive, project manager, service manager, sales manager, technician and billing.

The platform comes in three tiers. "Essentials" offers the basic functionality of a PSA tool; "Premium" adds several additional services, such as integration with Quickbooks and a client access portal; and "Ultimate" goes beyond that to add a few more, including a sales opportunity assessment function that can enable managers to help provide assistance that can land business.