Autotask CRM Management

What problem does it solve?

This Skill streamlines the management of core client information within Autotask PSA, ensuring accurate data for all downstream processes.

Core Features & Use Cases

• Company Management: Create, search, and update client company records, including types, addresses, and contact information.
• Contact Management: Add, find, and manage individual contacts associated with companies, including their roles and contact details.
• Site Management: Define and manage physical service locations for clients.
• Use Case: When onboarding a new client, use this Skill to create their company profile, add key contacts, and establish their primary service location, laying the foundation for all future interactions and service delivery.

Quick Start

Use the Autotask CRM skill to create a new company named 'Example Corp' with type 'Customer' and primary contact 'Jane Doe'.