Autotask Reviews & Product Details - Page 40

Auto Task is great For Large File Sharing if you have a lot of Paperwork that needs to be stored. Great for Storing Files in the Cloud. the Program is Very Nice to have for any Business Trying to Stay Organiz and Better. Review collected by and hosted on G2.com.

sometime the Program Gets Slow when too much is being downloaded. I like the Service Very Much!! Review collected by and hosted on G2.com.

You can easily switch between project, contract, account, and opportunity by clicking hyperlink embedded in the summary page of each screen. Real ease of searching based on contract/account/project name. Reports are straight forward and easy to run. Review collected by and hosted on G2.com.

The time reporting doesn't separate billable and unbillable time Review collected by and hosted on G2.com.

robust handling of tasks with a reasonable learning curve Review collected by and hosted on G2.com.

doesn't so do that automatically or intuitively Review collected by and hosted on G2.com.

Our company is looking to make billing and expense reports more efficient. This program is easy and helping us do so! Review collected by and hosted on G2.com.

There is nothing that I have found that I do not like yet. Review collected by and hosted on G2.com.

It's simple to use and doesn't take much effort to figure out. Review collected by and hosted on G2.com.

The mobile version of the website is pretty terrible. Review collected by and hosted on G2.com.

This piece of software is extremely important in managing our business functions. Several of my coworkers have mentioned that the software has taken stress from their lives. Review collected by and hosted on G2.com.

It is not as intuitive as we had hoped, as there was a bit of a learning curve to the system. However, our team became accustomed to the software within 1-2 weeks. Review collected by and hosted on G2.com.

As someone whose career has focused primarily on marketing communications, I have never had much use for something like Autotask. But when a company I do consulting for asked me to take on account management responsibilities, and gave me access to Autotask, it was a lifesaver.

From my novice standpoint, Autotask has three main components: CRM, task and time tracker, and an invoicing platform (as the time tracker builds invoices).

In my account management role, Autotask helps me track new leads, the qualifying process, and input contract terms once closed. In that realm, I love the ability to input all the useful info related to a lead/contact. And of course anyone (read: the president) needs to see what's going on, he can see all of that info in one convenient spot.

We have a team call every Tuesday, and I rely heavily on Autotask to help me provide pertinent updates.

I also need insights, from time to time, into customer invoices, and those are very easily accessed in Autotask. And, our consultants (SQL consultants) use Autotask to track their time against the contracts.

And, Autotask has prepared numerous very useful and instructive "how to" videos that, especially for a novice like me, are very useful. Review collected by and hosted on G2.com.

Every time you click on something, it opens a new pop-up window. I suppose that helps you not lose your place, but it can clutter up your screen rather quickly. I ought to look if there's a setting I can change to avoid that problem. Also, when looking up names or company accounts, the search function is a bit picky. Thankfully, there's an easy way to show all accounts at once, and since we don't have too many, that's easy enough. Review collected by and hosted on G2.com.

Autotask allows users to create great dashboards that really help keep to keep one on task. It's easy to update tickets and information related to opportunities with an email. Honestly there are so many good things about this product. If you're running any kind of technical business and you have people in the field needing to enter hours for billing, it's great. Review collected by and hosted on G2.com.

It's not really a strong CRM tool for sales people and because there is a need to track a lot of info, it can make the interface feel rather inelegant. Would be great if it had some basic project management tools included as well. Review collected by and hosted on G2.com.

It is very GUI friendly and has some nice points for different agents. Review collected by and hosted on G2.com.

The management of the product is terrible. User configurations are clunky and require too many clicks to get through to appropriate areas. Review collected by and hosted on G2.com.

Flexible, awesome support, works, continual improvements Review collected by and hosted on G2.com.

I really like just about everything in this product. It would be hard to find something I didn't like. Review collected by and hosted on G2.com.