Customer Relationship Management (CRM)PSAAutotask Professional Services Automation (PSA)

ScopeStack CRM/PSA integration

ScopeStack helps Services organizations streamline the pre-sales process, integrating with CRM and PSA tools and automating the generation of Statements of Work. Solution Architects can focus their time on designing solutions instead of writing documents, the Sales team gets timely SOWs and pricing for company prospects, and the Delivery teams build exactly what was proposed.

The integration pulls Autotask opportunities into ScopeStack to simplify the project creation process and then pushes the services and their time estimates into Autotask PSA for scheduling and execution.

* Synchronize opportunities between Autotask and ScopeStack
* Build projects in Autotask directly from ScopeStack Projects