Autotask Contacts Overview

Reduce Client Implementation and management costs with Autotask Active Directory Integration.

Autotask is a leading Cloud based (SaaS style) application for Managed Services Providers (MSP), IT Consulting firms, and other technology based professional services firms.

When utilizing Autotask, MSP and Consulting firms are faced with a challenge of on-boarding clients with many users. Each of these users and their contact information must be entered manually into the Autotask CRM system.   Once added, the MSP can choose to provide their customer with access to their within the Autotask system via the Client Portal or Taskfire. Enabling either of these features requires the MSP to setup a User ID and password for the contact and maintain this information on an ongoing basis.


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