Create written documentation and records for all your business processes, adding efficiency to the way you manage your business, improving the ability to collaborate, and offering self-serve and support tools for your customers.
Create smart rules and automated processes for onboarding and offboarding customers and employees, suited to each user needs and role. Onboard new employees with IT automation that sets up devices exactly as they’re needed and then resets assets to get back to Day 1 faster when they leave the company.
Managing credentials is critical when it comes to sensitive customer information, especially when you’re an MSP who works across multiple environments. Atera uses a high level of encryption to ensure the best protection for your passwords and makes it easy to manage everyday challenges such as locked-out users.
Your customer portal is unique to your brand and provides a personalized one-stop shop for your customers. They can then use the customer portal to open tickets with you and track progress, including cross-collaboration and finding historical responses, even from those who have left the company.
From inside your customer portal, you can share all information that your customers need. Think about meaningful articles, get-started guides, help with frequent moments of friction, or best practices in the industry. Evoke the knowledge you’re looking to provide to your users in a totally self-serve way.
Make technician time more valuable with easy access between contacts and devices. View all devices by a single contact, or all contacts as they relate to a specific device. Move via quick links from one view to another, and filter your actions for the ultimate visibility and control for your business context.
RMM Software, PSA and Remote Access that will change the way you run your MSP Business