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PRODUCT COMPARISON

Autotask Client Portal vs CloudRadial Portal 365

 

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Offer your customers a user portal that they’ll actually want to use

CloudRadial’s Portal 365 replaces your Autotask end user experience while still staying tightly integrated into your Autotask PSA.

Portal 365 can completely revolutionize the way your clients understand your value to their business. With a beautiful UI, powerful automation, and fantastic IT reporting visibility – you’ll never go back.

Watch a demo of Portal 365
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Autotask client portal vs CloudRadial Portal 365

Portal 365 gives MSPs and their clients a premium end user experience.

CloudRadial Portal 365 Autotask Client Portal
Functionalities
Ticketing Forms
Scalable, easily customizable per client
Functional, but difficult to customize per client
CSAT
Included for free, has automation and client-facing dashboards
x Not available in the client portal
User Applications
Fully configurable and visual custom application menu links for clients
Basic link creation available
Training
50+ training courses included free, plus the option to create custom courses or buy more
x Not available in the client portal
Documentation
Add documents within Portal 365 or bring them in from any 3rd-party source
Included in Autotask Premium and Ultimate only, allows you select articles to be shared in the client portal
Assets
Endpoints, servers, domains, certificates, applications
Custom configurations manually addable to the portal
Integrations
50+ integrations spanning chat, reporting, security, backup, billing, and more
x Not available in the client portal
Reporting
Ticket overviews, M365 reporting, 3rd-party report repository, dashboards, and PDF reports
Reports available on tickets, finances, and billed hours
Finance
Shows invoices and quotes to clients
Shows quotes
Projects
Shows projects and project tickets with filterable options and back-and-forth discussions
Shows project tasks, schedules, notes, and calendar
User Sync
Syncs with Autotask PSA and M365, with the option to keep both in sync for you
Syncs PSA contacts
Branding
Fully white-labeled, including logos, domains, and color schemes on a per-client basis
Customizable login logo, in-app logo, and accent colors
Accessibility
On the web, within a desktop application, and/or within Microsoft Teams
Accessible via web

Treat yourself and your clients to an upgrade from the Autotask client portal

Land new business

by wowing new prospects with your modern portal that puts client communication first.

Handle more clients

by streamlining client communication with automation for reporting and ticketing triage.

Save on rising labor costs

by putting the portal to work to triage and even outright resolve tickets with self-service options.

Prove your value 24/7

by showing dashboards, 3rd-party report archives, 50+ integrations and more in a one-stop portal.

Frequently Asked Questions

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