Ability to Create and Send Invoices

Invoice creation has never been so easy before with Autotask PSA. The software is designed to create invoices electronically to your customers. Within a few clicks, you can send electronic invoices. There are different invoice templates that can be easily customized as per your requirements. For instance, you can decide what information to include and moreover decide how to present that information to the customer.

Integrations

Say, you are already using a Salesforce CRM or a NetSuite ERP. When implementing Autotask PSA, you really don’t have to worry about integrating it to various systems. Autotask PSA integrations are designed to ensure smooth flow of data between systems. Autotask comes with standard integration with leading software systems in the world. For instance, you can integrate Autotask with your accounting software which will make it easier for your clients to make payments.

CRM Capabilities

Another advantage of Autotask integration is that it eliminates the need to use a separate CRM. Its CRM module allows you to view and monitor all leads, opportunities and priority tasks from a single location. In other words, you can manage your prospects, pipeline and existing customers with ease without investing in any new CRM system.

Designed for Global Market

Autotask PSA is designed for the international audience as you can conduct your business transactions in various languages. The software tool supports multiple languages, hence it is not necessary to transact business in English language only. Currently, Autotask PSA supports 5 languages making it suitable for the global audience.

Responsive

Autotask has its own mobile app, which means you can access the software from any device. Thus, mobile user support is another advantage of using Autotask. Thus, you can enter data in Autotask from any mobile device, be it iPhone or a tablet. This flexibility of using mobile devices can work wonders to increase productivity of your sales team.