The PSA’s main components can vary for MSPs and Internal IT’s but the basics are predominantly the same. Your PSA should carry a solution to best manage your customers’ information (contacts, attachments, contacts, passwords, devices, and more).
Don’t get fooled by the “bells and whistles,” make sure the CRM is clean, and keeps you as organized as possible. In addition, you’ll want to communicate with your clients and for that, you need a strong ticketing system.
The ticketing system should let you deal with today’s tasks while also managing future tasks (as Atera’s NEW Ticket Scheduling allows you to do).
Above all, ensure you’re capable of setting Ticket Automation Rules, this will allow you to eliminate the added work of sending surveys, thank you e-mails, acknowledgments, and many more time-consuming tasks.
Lastly, but certainly not least, ensure it’s got a strong invoicing and billing system. If you’re using an external accounting system, integration is a huge advantage!