Compare Autotask vs Precursive vs SherpaDesk

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Crozscore:

82%
what is this?
92%
42%
no significant changes

Crozscore:

84%
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90%
22%
interest falling

Crozscore:

81%
what is this?
60%
35%
interest falling
Autotask screenshot view 4 more Precursive screenshot view 4 more SherpaDesk screenshot view 5 more

Software Description:

Autotask is the end-to-end critical function management solution for IT businesses. It automates project workflows, provides real-time insights, enables instant communication, meets billing needs, and increases profitability.

This platform integrates following functions: expense management, service desk, project management, CRM, and time and billing. It is one of the most trusted providers of web-based IT Services Management Software, whose main users are technology service providers with a broad client base and developed network infrastructures. They principally benefit from the process and project automation, as well as workforce management.

Autotask provides a great cloud-based ticket interface, is ITIL-compliant, and is also able to manage different SLA levels and monitor each agreements’ details with automated warnings, workflows, and escalation pathways. Finally, there is a powerful analytics feature, that enables users to see their company from multiple angles and get critical business data.

Software Description:

Connect sales and project teams in Salesforce and take customer experience to the next level. Put together the right teams to win more bids with dynamic resource allocation. Stay ahead of demand and improve project performance to make customers happy!

Connect Sales and Delivery Teams
Our app is 100% native to SFDC so you can automate the creation of projects from Salesforce opportunities with customer requirements. Mobilise resources quicker, make customers happy and increase profitability.

Win More Bids and RFPs
Stay one step ahead of your customer needs. Get the right skills and knowledge onto bid teams quickly to win more deals. Be more responsive and agile than your competition.

Meaningful project data and analytics
Avoid projects going off course and costs getting out of control. Track project progress including costs and margin. Get real-time data and analytics on forecasts, revenues, and utilization.

Our customers include Agilisys, Arqiva, BT, Comcast, Essentra, Kantar Futures, SES Networks, Omnicom, RenderThat, Softcat Plc, Torrent Consulting, Unified, and WPP.

Results seen

20% revenue growth
35% reduction in costs
15% increase in EBITDA
25% improvement in customer retention

Precursive will seamlessly integrate with Salesforce CRM, CPQ, Field Service and Wave Analytics. We are the preferred solution for mid-market and enterprise Media and Agencies, Consulting, and High Tech/Telecoms.

Precursive helps technology & service companies to grow through pragmatic digital transformation. Forward-thinking companies recognize that digital workforce planning is critical to creating customer loyalty. By managing customer demand more effectively and ensuring that projects run smoothly - you can grow, renew, up-sell and cross-sell more.

Pre-Sales | Bid Management | Sales & Delivery Alignment | Workforce Planning | Resource Allocation | Skills Matrix | Project Accounting | Combine Sales and Delivery Data for Capacity Planning | Utilisation Reporting

Our team has a breadth of experience from previous work at CEB, Deloitte, Gartner, Open-Text, Roche and Infosys

Software Description:

We’ll Improve Your Business, Without Disrupting It.
Track Time Across Your Business. Automatically Generate Invoices. Make Smarter Decisions.

Our customer management software allows you and your team to stay connected to your customers whether you are in the field, on the road, or simply don’t feel like firing up your computer. The mobile application makes it easy to manage support tickets, track time, and send invoices from the palm of your hand.

This gives companies the freedom to focus on growing their business, rather than just surviving.

Our tool helps resolve customer issues, accurately track billable and non-billable time, automate invoicing and manage project profitability.

KEY FEATURES
* HelpDesk Ticketing System - manage support tickets
* Communicate through the app in your email via SherpaDesk command codes
* Manage projects
* Attach files to projects and accounts
* Communicate within projects both internally and externally
* Data reporting to measure project profitability
* Maintain company assets
* Manually calculate depreciation of assets
* Manage employees
* Integrates with accounting solutions for automatic billing
* Track time via iPhone, Apple Watch, Desktop, Droid, Chrome Extension or Email
* Apply tracked time to set hourly rates
* Apply tracked time to projects or customers
* Create To-Do Lists

Features:

  • Notifications
  • Data Export
  • Data Import
  • External Integrations
  • API
  • Project Management

Features:

  • External Integrations
  • Project Management
  • Notifications
  • Multi-User
  • API
  • Data Import
  • Data Export

Features:

  • Project Management
  • Bug Tracking
  • Inventory Tracking
  • Google Apps Integration
  • Notifications
  • Calendar Management
  • External Integrations
  • Customer Management
  • Dashboard
  • Chat
  • Multi-User
  • Contact Management
  • Data Visualization
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Time Management

Summary:

  • CRM

  • Contracts

  • Billing

  • Project Management

  • Service Desk

  • Tech Scheduling

  • Time and Expenses

  • Quoting and e-Commerce

  • Outsource Management

  • Inventory

Summary:

  • Workforce planning for the Digital Business.

  • Improve resource allocation to get the right people on projects quickly.

  • Track projects costs and margins in real-time.

  • Align sales activities and delivery/project resources.

  • Increase utilization and project profitability by mobilizing teams effectively.

  • Generate data and analytics on key business metrics to make faster decisions.

  • Enable your staff to work from anywhere and collaborate with their colleagues.

Summary:

  • Complete professional service automation solution

  • Easily track time, manage support issue and monitor project profitability

  • Capture lost billable and non-billable time

  • Easy to use help desk solution built for small to medium size teams

1st Tech Free for Life

Free
Included in plan:
  • 1 technician license and full access to all features

Team

$39.00
user(s) / month
Included in plan:
  • All feature on our website

FAQs:

    Does this service integrate with any other apps?
  • Integrations: 6fusion, Agility, Anchor, Athesys, Bomgar, BrightGauge, BVoIP, Client eartbeat, CloudMGR, CNet ChannelOnline, datto, DeskDirector, ECI e-automate, eFolder, ExchangeDefender, FreshBooks, GFI Max, IBM, IDSync, iSell, Kaseya, LabTech, LogicMonitor, MailProtector, Microsoft, Microsoft Dynamics, OpenDNS, Panorama9, QuickBooks, Werks, StorageCraft, TrendMicro, and Xero.

  • Does this service offer an API?
  • Yes, it provides an API.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Online Support, Phone Support, Videos, Webinars, and Documentation.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What are some applications this service is commonly used in tandem with?
  • This service is commonly used in tandem with CRM and accounting applications.

  • What is this service generally used for?
  • This service is generally used as a business management platform specifically designed for technology solution providers.

  • Who are the main user groups of this service?
  • The main users of Autotask are technology solution providers with multiple clients using extensive network infrastructures.

  • What platforms does this service support?
  • This is a cloud-based software.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
    • Native integration with Salesforce
    • Often integrated with finance packages such as Microsoft, Sage, Xero
  • Does this service offer an API?
  • Yes.

  • What platforms does this service support?
    • 100 Native to Salesforce
    • Native for Force.com platform
    • Available on mobile application via Salesforce1 App
  • Does this service offer guides, tutorials and or customer support?
  • We provide comprehensive training, documentation and customer success support.

  • Does this service integrate with any other apps?
    • Native integration with Salesforce
    • We have integrated our solution with Xero, Sage, Smartsheets, Qlik
  • What is this service generally used for?
    • Workforce planning
    • Resource allocation
    • Project planning
    • Project budgeting or accounting
    • Task management
    • Timesheets and Expenses
    • Reporting and Analytics
    • Pre-planning resources against forecast projects
    • Revenue forecasting
  • Who are the main user groups of this service?
  • Our clients typically have 3 tiers of users:

    1) Senior Leadership - COO, CFO, CEO, MD, Head of Bid Management, Head of Pre-Sales, Head of Sales Engineering

    Leaders are typically looking to access data and reporting on a range of metrics including:

    • Utilisation
    • Project or overall portfolio profitability
    • Capacity planning
    • Staff availability
    • Billable vs. Non-billable time
    • How much time spent on key accounts
    • Win rates for pre-sales teams

    2) Project Management and Resource Management - Head of PMO, Project Managers, Programme Managers, Resource Managers

    These managers are looking to plan their projects and/or resources according to customer demands. They can:

    • Set up and track budgets
    • See margins and costs change in real-time
    • Schedule and allocate resources
    • Make resource requests
    • Notify colleagues about changes in scope or requirements

    3) Front-line staff - Consultants, Engineers, Developers, Creatives, Designers

    These people are able to manage and track their time and expenses; as well as get ahead of customer requirements or needs on projects. They can:

    • Complete their timesheets on any device including mobile
    • Plan in their holidays or show when they are working on admin/training
    • Record any personal or project expenses
    • Receive notifications of upcoming projects or tasks

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service offer an API?
  • Yes, you can find the wiki on our GitHub repository.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What platforms does this service support?
  • SherpaDesk is a web-based solution and works on all major browsers.

  • What is this service generally used for?
  • SherpaDesk is a complete professional service management solution allowing time tracking, support management, project monitoring and invoicing. With deep integration into QuickBooks, Xero and FreshBooks makes the SherpaDesk the best solution for small to medium size business to run their business.

  • Who are the main user groups of this service?
  • SherpaDesk focuses on professional service organizations where time is their key revenue driver. This would include software developers, graphic designers, consultants, IT support and manage service providers.

  • What are some applications this service is commonly used in tandem with?
  • QuickBooks
    QuickBooks Online
    Xero
    FreshBooks
    Salesforce
    Google
    Microsoft 365

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
15.2k
Followers:
15.4k

Publisher:

Founded:
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Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
11-50
Likes:
Followers:

Other:

Who uses Autotask
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Spanish, German, Dutch, English
Regional Restrictions:
No restrictions.

Other:

Who uses Precursive
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses SherpaDesk
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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