Mavenlink vs Autotask PSA

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Our analysts compared Mavenlink vs Autotask PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

Mavenlink Software Tool
Autotask PSA Software Tool

Product Basics

Mavenlink merged with Kimble PSA in 2021 to become the Kantata Professional Services Cloud. For more information, visit our Kantata review.

It enables services businesses to manage and execute projects at each stage of the lifecycle. By uniting project and resource management, team collaboration, accounting, and business intelligence, it enables organizations to streamline planning and delivery.

Includes the option to purchase expert services that cater to companies in the professional services space. When choosing the primary package, businesses work with a team comprised of a manager, a business consultant, a BI consultant, a technical consultant and a training expert.
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Autotask PSA, developed by Datto, is a comprehensive software solution designed to streamline the management of professional services automation (PSA) tasks. It is particularly well-suited for IT service providers, MSPs, and other technology-based businesses seeking to optimize their operations, project management, and billing processes. One of the key benefits of Autotask PSA is its ability to enhance efficiency through automation, thereby reducing manual errors and saving time. Its popular features include project management tools, time tracking, billing and invoicing capabilities, and a customizable dashboard that provides real-time insights into business operations. When compared to similar products in the market, users often highlight Autotask PSA's robust integration options and user-friendly interface as distinguishing factors. Pricing for Autotask PSA typically follows a subscription model, with costs varying based on the number of users and the specific features required by the business. This flexible pricing structure allows businesses of different sizes to find a plan that suits their budget and needs.

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$45/User, Monthly
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Tailored to your specific needs
$50/User, Monthly
Get a free price quote
Tailored to your specific needs
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Product Assistance

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Knowledge Base
24/7 Live Support
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Product Insights

  • Gain Pipeline Insights: Connect your CRM of choice with Mavenlink to get a complete view of your pipeline and estimate the forecasted gap between demand and capacity. This facilitates better project planning. 
  • Leverage Project Data: More than 60 reports provide a complete, data-rich view of your projects. They remove data silos, enhance the strategic decision-making process and offer a tailored overview. Reports include project status, margin projections and utilization metrics. 
  • Access Cloud Apps: Mavenlink integrates with leading cloud-based apps, giving you capabilities such as single sign-on (SSO), user authentication and document collaboration. As the most popular project management application for G Suite, Mavenlink connects with all Google apps for a seamless, collaborative workspace. 
  • View Resource Capacity and Demand: Forecasting tools, availability charts, utilization metrics and profitability reports equip managers with the insight necessary to drive successful projects. Run what-if analysis, fill in staffing gaps and identify resource areas where action is needed. These tools allow you to consistently hit targets and maximize profits. 
  • React to Project Resource Changes: Gain a comprehensive view across project details like resource schedules and a visual dashboard that highlights which projects need attention in order to succeed. The activity feed facilitates collaboration between resource and project managers, so there’s always alignment between project and resource needs. 
  • Allow and Restrict Access: Nested permissions ensure you can share project information with the collaborators who need to see it — and no one else. Role-based settings determine what team members, clients and contractors can see. 
  • Speed Up Review and Approval: The software removes versioning issues by allowing direct file sharing. The interface also has a split-screen view so changes are accurate. Users can add feedback quickly, even on video and audio files. 
  • Ensure Accurate Billing: Rate cards allow you to standardize rates or create custom options. This capability helps set client expectations, accelerates billing and provides accurate numbers for forecasting. You can also differentiate between your bill rates and the cost rate for an employee or contractor. 
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  • Streamlined Operations: Autotask PSA centralizes business operations, reducing the need for multiple software solutions and enabling a smoother workflow, which can significantly cut down on administrative overhead.
  • Enhanced Collaboration: With its integrated communication tools, teams can easily share information and work together more effectively, regardless of their physical location, leading to faster project completion and higher quality outcomes.
  • Improved Time Management: The software's time tracking and project management features help ensure that resources are allocated efficiently, allowing businesses to deliver services on schedule and within budget.
  • Better Customer Service: Autotask PSA provides tools for managing customer inquiries and support tickets in a timely manner, leading to improved customer satisfaction and loyalty.
  • Increased Visibility: Real-time dashboards and reporting capabilities offer insights into business performance, enabling informed decision-making and the identification of opportunities for improvement.
  • Scalability: The software is designed to grow with your business, easily adapting to increased demand without the need for significant additional investment in new infrastructure.
  • Enhanced Security: Autotask PSA employs robust security measures to protect sensitive data, giving businesses peace of mind and helping to comply with regulatory requirements.
  • Automated Billing and Invoicing: The platform automates the billing process, reducing errors and freeing up time for staff to focus on more strategic tasks.
  • Customizable Workflows: Businesses can tailor the software to fit their unique processes and needs, ensuring that the tool complements existing workflows rather than complicating them.
  • Access Anywhere: Being cloud-based, Autotask PSA allows users to access the system from anywhere, at any time, ensuring that remote teams stay connected and productive.
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  • Project Collaboration: Mavenlink centralizes task management and project communication for a unified workspace that team members can take mobile. The system collects messages in a single feed for quick access while also providing private messages. Create tasks, milestones and other details; then assign them to different members. Statuses can be updated collaboratively, and the drag-and-drop interface makes it easy to rearrange items. 
  • Project Plans: The software uses Gantt charts to build visual layouts of project details, including task dependencies and the critical path. You can combine items like tasks, issues, milestones and other details into a fully-fledged work breakdown structure. 
  • Portfolio Management: Project cards let managers sort active projects and view critical details to see the overall portfolio’s health, along with the status of each project. A global project list offers greater detail, with fields for budget, burn rate, completion percentage and the next phase. Project leaders can also view a visual schedule that includes project in progress as well as those on the roadmap. 
  • Resource Management: This feature allows you to more effectively manage project resources. Tools like the scenario builder and profit margin modeler enable estimation. A resource matching engine and live-view resource pool let managers plan roles and workloads accurately. There are also separate views for project managers and resource managers, giving each the right data while allowing them to remain synced on overall needs. 
  • Templates: Create templates based on past successful projects. After cloning the current project, you can customize the details to fit the current project. Project plan template elements include checklists, schedules, tasks, dependencies, budgets and resource assignments. 
  • Project Accounting: Track time and expense information with tools like timesheets, universal time entry and expense reports. Generate customized invoices using different inputs or combine multiple projects into a single invoice. The system automatically calculates sales tax and supports weighted milestones. Mavenlink also supports multiple currencies. 
  • Business Intelligence: This feature provides deep insight into key project metrics such as project status, time and expenses, profit margins, actual vs. scheduled fees, and many more. You can filter based on certain criteria like specific projects or clients and then drill down for granular examination. Use more than 35 interactive, pre-built reports from experts or use the ad hoc reporting engine for customization. That option lets you modify existing reports or create your own, with access to more than 300 metrics. 
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  • Ticketing: The ticketing apparatus has an interface that offers simple workflow prioritization and a singular location that records and stores customer notes, contracts, incidents, and emails. Its customizable dashboards showcase quintessential metrics to keep users in the know about their company. 
  • Project Management: Automate project operations to systematically reach targets and obtain full transparency with event tracking in the project management appliance. Users may also access real-time information and connect everyone involved in their projects with email integrations. 
  • Account Management: Track KPIs to show the most up-to-date information together with analyzing new business possibilities and sales performance. This component also extends patron satisfaction metrics so users can stay on top of how to keep their patrons satiated. 
  • Time and Billing: Upkeep several contract types, terms and billing choices for guaranteed compliance and service quality with the time and billing appliance. This trait promptly applies time and expenses to any contract type and even allows clients to modify invoice information. 
  • Inventory and Procurement: Enable users to install and manage inventory at numerous worksites as well as verify the availability and reserve or choose inventory items when generating a contract, project or ticket charge. 
  • Resource Management: Review every calendar item including service calls, to-dos and appointments with the resource management feature. Users can also superintend time-off policies, initiate and trace weekly billable hour goals and administer workgroups. Users may even track skills, degrees and employee certificates. 
  • Automation and Service Delivery: Automate backend business procedures with workflow rules and alerts. Users are able to utilize checklists in the ticket to prescribe steps, regulate operations and enforce accountability. 
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Product Ranking

#4

among all
PSA Software

#17

among all
PSA Software

Find out who the leaders are

Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Autotask PSA
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Customer Relationship Management (CRM) Dashboard And Reporting Mobile Capabilities Platform Capabilities Project Collaboration Project Financials Project Management Resource Management Time And Expense Management 54 100 44 85 90 86 83 100 92 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 2530 reviews
Good User Sentiment 214 reviews
84%
of users recommend this product

Mavenlink has a 'great' User Satisfaction Rating of 84% when considering 2530 user reviews from 7 recognized software review sites.

76%
of users recommend this product

Autotask PSA has a 'good' User Satisfaction Rating of 76% when considering 214 user reviews from 3 recognized software review sites.

5.0 (18)
4.8 (2)
4.1 (672)
3.7 (135)
4.18 (554)
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4.2 (561)
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4.2 (574)
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4.5 (71)
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4.2 (80)
4.0 (77)

Synopsis of User Ratings and Reviews

User-Friendly Interface: Precisely 53% of users stated that Mavenlink has a user-friendly interface with a smooth implementation process.
Variety of Features: Mavenlink has a plethora of features such as real-time analytics, reporting, project status and more. Nearly 57% of users approved the features.
Flexible: Approximately 66% of users said Mavenlink is pliable and customizable to their specific business needs.
Team-Oriented: Mavenlink enables users to properly share and communicate with team members. The solution offers effective communication and collaboration tools according to 100% of reviewers.
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Performance: Precisely 60% of users that discussed performance said the system meets company needs and it is easy to fix mistakes.
Accessories: Approximately 63% of users that mentioned functionality stated the solution has straightforward features.
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Steep Learning Curve: Of the users who commented on learning Mavenlink, roughly 46% of users said the learning curve is difficult.
Customer Support: Approximately 63% of users say getting in touch with Mavenlink's customer support team is challenging.
Feature Limitations: Of the users who discussed Mavenlink's features, 42% reported that some features have limitations or some extra features are needed.
Mobile App Deficiencies: Mavenlink's mobile app capabilities are limited in comparison to the desktop software as stated by nearly 83% of users.
Limited Integrations: Although Mavenlink can integrate with QuickBooks and Google Docs, it does not integrate with certain CRM software according to 57% of users.
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Interface: Approximately 78% of users that discussed the look of the platform said this solution has a cluttered and clunky interface as well as a lengthy implementation process.
Performance: Of the users who discussed this program's overall performance, 40% said it required unnecessary steps to carry out a task and had too many pop-up windows.
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Mavenlink offers a potent project management platform that the majority of users say has an effective interface and a multitude of tools such as time tracking, instant analytics, project status, collaboration, budgeting and adjustable dashboards. Users also find that the system is flexible to their company requirements. However, some users believe the learning curve is difficult and Mavenlink doesn't merge with particular CRM applications. Customer support may also lag in extending exemplar resources. Overall, users believe Mavenlink is the proper tool to streamline their project management needs.

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Autotask PSA is a vigorous PSA and project management solution that is customizable to fit all business requirements. It's simple to fix errors and has an abundance of simple modules such as reporting, time tracking, invoicing, adjustable dashboards, billing, CRM and more. Although some users find that this application has a toilsome setup, the interface is clunky and it takes unnecessary clicks to execute tasks, the majority find that it's a manageable solution with the right amount of tools and is well worth the price tag.

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