Manage your relationship with customers, partners, and vendors right in Autotask, fully integrated with other Datto products!


Overview of organizations

Learn how organizations (your prospects, customers, partners, and vendors) and organization contacts work in Autotask.

ADMIN: Configuring organizations and contacts

If you are an administrator, view a list of configuration and housekeeping topics.

Importing or updating data

Learn the most efficient way to keep your data current.

Adding an organization

Add an organization record to your Autotask instance and create the organization's first contact, notes, and to-dos.

Searching and managing organizations

Learn how to use the Organization Search page, the best place to find and manage all types of organizations.

Adding and editing contacts

Autotask organizations can have multiple contacts. Learn how to manage them here.

About to-dos and CRM notes

Find out about CRM to-dos and notes, which are used to assign, schedule, and track organization or sales activities.

The Contact Group Manager

Learn how to organize contacts into groups and communicate with all members of the group at one time.

Customer and sales reports

This is where you'll find the customer reports you need.