Autotask Client Portal vs CloudRadial Portal 365

We recently released CloudRadial Portal 365, an upgrade from PSA user portals that enables MSPs and their clients to communicate, collaborate, and get things done.

Since the release, a few MSPs have asked us about the difference between Portal 365 and their current PSA user portal.   

So, we decided to answer your questions in a blog series. We kicked things off with the ConnectWise user portal, and this blog will focus on the Autotask client portal. 

We’ll be looking at a few key features such as ticketing, reporting, and integrations.  But don’t worry, you can find the full feature-by-feature deep dive on our website.  

So, let's see how it stacks up against CloudRadial Portal 365. 

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About the Autotask Client Portal 

The Autotask client portal is a secure, branded web portal through which users can access some of their data in their Autotask instance. It allows users and customers to collaborate on tickets, projects, and user management. 

About CloudRadial Portal 365  

CloudRadial Portal 365 delivers a client experience that’s sleeker, more automated, and full of valuable reporting insights. Portal 365 completely replaces your PSA portal while still staying tightly integrated into your PSA – making it easier to gain adoption while reaping all the benefits. 

Ticketing 

A well-functioning ticketing process is a must for MSPs. Whether you’re trying to better manage client requests, track and monitor issues, or ensure timely resolutions, creating a seamless ticketing process should be at the top of your to-do list.  

Unless of course, your clients are currently enjoying delayed responses, your techs don’t mind increased workloads, and you don’t mind disgruntled client feedback... 

However, when it comes to ticketing, the Autotask form builder is outdated and doesn't offer you and your clients the flexibility and scalability you need.  

For example, MSPs often need to take a single form and tweak it slightly between each client (to vary a single question or two in a long form). While the form builder is straightforward, the scale-up logic could be better.  

Of course, this type of inefficient process will lead to increased delays, unresolved tickets, and an influx of impatient clients waiting for a response.  

CloudRadial Portal 365 enables you to create an efficient ticketing process that keeps your clients happy and service desks running smoothly.  

With Portal 365, the days of manually sorting and assigning inbound tickets to teams, boards, and queues are over. Its automation feature swiftly triages incoming tickets and directs them to the appropriate person, eliminating the need for manual intervention and saving valuable time.   

It also helps automate and optimize ticketing workflows.  

Clients can submit tickets via web, desktop, or Microsoft Teams, using customized forms with dynamic questions for faster resolution.  You can even surface troubleshoot articles and information based on your client's input, allowing them to solve many IT problems independently.    

Reporting 

MSPs value reporting because it provides critical insights into performance metrics, enabling you to improve service delivery, demonstrate value to your clients, and make informed decisions for business growth. 

But, when it comes to reporting, the Autotask client portal doesn't offer its users the information they need.  

While Autotask offers basic reports on tickets, finances, and billed hours, the reports are limited, and the lack of information restricts client conversations to simple status updates rather than strategic discussions.  

Portal 365, on the other hand, empowers MSPs with its superior client reporting capabilities.  

By centralizing and contextualizing reporting, and integrating third-party data to provide comprehensive reports, Portal 365 equips you with the tools you need to deliver business-focused reports – encouraging more insightful and profitable conversations with your clients. 

And because these reports are so detailed, your clients have the knowledge and insights to make more informed data-driven decisions when it comes to investing in their IT services. This transparency not only builds trust but also strengthens the client-MSP relationship. 

Integrations  

Integrations allow MSPs to connect different tools and systems efficiently, enabling seamless data sharing and synchronization.  

By integrating various tools into one centralized platform, you can streamline workflows and provide a more comprehensive view of your clients' environments. This helps you save time and shows the true value of your services.  

However, the Autotask client portal currently lacks any integrations, which is problematic for its users as it can't easily show the value of its full tools stack to its clients. Unfortunately, there isn't a place to share all the information in the portal.  

Portal 365 currently has various integrations dedicated to helping MSPs save time, money, and resources. These integrations enable you to ensure smooth data synchronization, reduce client noise, enhance productivity, streamline workflows, and manage your clients at scale.   

What's more, we connect the data from our integrations organically to add more details to the portal in ways that interconnect with features in CloudRadial to tell a more natural story. 

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Call us biased but CloudRadial Portal 365 outperforms the Autotask client portal in several key areas.  

From a ticketing process that prioritizes efficiency and client satisfaction to advanced reporting that fosters transparency and trust, Portal 365 stands out as a comprehensive and valuable tool for MSPs and their clients.  

With its focus on seamless integrations and user-friendly features, CloudRadial Portal 365 is the platform every MSP needs to elevate client interactions and streamline operations successfully. 

Grab a time to see it in action

 

Upgrade your PSA user portal to CloudRadial Portal 365 today.