Accelo vs. Datto Autotask PSA

The best services management, easy operations reporting, and data analytics features from Accelo are impressive and easy on data visualization and workflow management software. Accelo was very helpful in collaboration and easy to collect feedback from integrated platforms and the scheduling ability is very unique. The Automation tools are also cost-effective and the ability to manage time through Accelo is perfect.

Incentivized

In my opinion, Datto Autotask is exceptionally complicated to set up, manage, and use on a daily basis. I would think the target market for this product would be someone managing a team of 20 - 50 people, possibly more. In my experience, for it to run properly you will need to dedicate at least half an FTE to running this product in an organization of that size per month. I would not recommend it for companies with less than 10 people or for companies that value quick communication with their clients. I would not recommend it for companies using Datto's RMM product. The integration exists, but it is clearly a bolt-on. They were not developed together and they are slow to talk to each other. Frequently you cannot add details from RMM sessions into the PSA without manually copying the ticket number, and if the ticket is more than a week old, then you can't even find it with the ticket number.

Incentivized

• Tracking customer interactions. Nice integration with G Suite, could be a lot better if they acknowledged that contacts may actually have more than one email address.
• Support Ticket system is integrated, so we can view support history and other email correspondence easily. It's cheaper that Zendesk.
• Support is reasonably good, usually prompt and responsive.
• Constant development - lots of updates, just not often to areas that we use.

Incentivized

• AutoTask allows for us to receive and work support tickets very easily. We've setup various 'Issue Types' that in turn are bound to SLAs ensuring that items are worked appropriately as they are received.
• The automation that AutoTask allows for with regards to various emails/requests coming through has been great. It allows for us to not have to constantly "watch the queue" as when a critical item arrives the appropriate persons are notified and can work it.
• I feel that the management of AutoTask for both user setup, and various automations is done well. We're able to copy settings as needed, and create templates for multiple items.

Incentivized

• The client portal needs to be improved. It does not have the same user interface as we have within Accelo and we get a lot of client complaints about it.
• It needs more executive-style reporting and the ability to create your own reports and filters.
• It needs to be faster. With all of the things Accelo is doing to give you all the data, it is kind of slow compared to other systems in the browser.

Incentivized

• The GUI is a little dated.
• Some integrations are limited for not being a Datto product.
• While not as complex to set up as Connectwise, it definitely requires some serious thought during the initial setup.
• Email processing could offer more options for parsing keywords and allow for more automation.
• The mobile app is just not worth using in my experience.

Incentivized

Looking forward to seeing more refinement of features provided and upcoming features promised :)

After using multiple products on the market, Autotask was intuitive and easy to manage.

Incentivized

Datto Autotask PSA is a full featured product that can do almost anything you need. There is a significant learning curve to get started which requires several hours spent in product training. Additionally, several hours / days are needed to get clients imported, contracts configured, and integrations implemented. Once the setup and user training is complete, the product is very functional, but it's imperative to not get overwhelmed when starting out.

Incentivized

From the beginning the Accelo team has been very invested in ensuring our success and overall happiness with the platform. The initial implementation specialists and trainers did a fairly good job of learning our company and needs, and tried to tailor the trainings accordingly. However, once we made the formal switch to the platform, meaning we no longer were using our legacy systems, we found that we had a lot of questions....and a lot of ideas and recommendations. The support team is extremely responsive and seemingly happy to receive our continual feedback. And if we encounter an issue that seems to be a system issue, they work diligently to fix it (we've actually had an engineer join a call with us to learn of the issue - and subsequently fix it)

Incentivized

They are fairly quick at returning a response to a problem and have been able to fix all issues for the most part.

Incentivized

Harvest and Asana combined don't even scratch the surface of what Accelo can do. Harvest is nothing more than rudimentary time tracking. It's about as easy to use as they come, but it stops there. There's no tie in to project management, invoicing, capacity planning, etc. and the reporting isn't great. Asana we found to be very difficult to use for complex projects with multiple deliverables, multiple deadlines, multiple teams - and it didn't tie back to budgets and hours worked. So the deficiencies of those two tools are what led us to Accelo. In terms of more comparable systems, I had previously used Workamajig. The sophistication of Workamajig was there, but it didn't seem to have quite as much flexibility and customization. ProWorkflow we evaluated just based on sales and marketing information available on the platform and felt it wasn't quite as good.

Incentivized

The portion of Autotask that we've used other companies for prior to using Autotask is the Endpoint Management. The Autotask Endpoint Management (AEM) portal integrates perfectly with their PSA/CRM tools. It's alerting features are much better than the above software as there aren't a bunch of superfluous and unneeded alerts. Instead, it only alerts for things that you specify that you want. Alerts aside, for the PSA/CRM, I don't have much to compare it to as Autotask was the first PSA we tried. It's hard to imagine a PSA having more features or doing a better job than Autotask.

Incentivized

• Save Money on Lost Time. You won't go over your client retainers in any given month if you use Accelo properly. This ultimately saves your company time and money.
• Lost or Broken Communications. They need to get it together with their email system, aka "request inboxes" ... There are too many lost or broken emails for them to be trustworthy with this. My suggestion is to make sure you know everyone you communicate with (including outside sources like Google or other companies) and set them up in Accelo, then send test emails. Also, when in doubt, use your Outlook or other primary sourced email when you want to make sure an email goes through with all appropriate files.

Incentivized

• We were able to identify the profitability of our entire client base.
• We identified a loss of over 1 million dollars for time unbilled consultancy fees using metrics derived from Autotask.
• Autotask helped us serve our client base in a professional manner, it's like having an entire department at your finger tips.
• Autotask is the heartbeat of our operation.

Incentivized