An Autotask alternative for service businesses

Start with your priorities

Before comparing features, agree on three things with the people who will use the system every day:

1. What must work on day one?The processes you cannot run without, starting with the one that hurts most.
2. Where do hand-offs break?The places where data is re-typed between tools or teams today.
3. Who will look after the setup?Who adds fields, changes layouts and onboards new people.

What is Autotask?

Autotask PSA, from Datto and now part of Kaseya, is professional services automation software for managed service providers.

Why service businesses look for an alternative to Autotask

Every business is different, but these are common reasons service businesses look at other options:

• They want PSA and accounting on one record
• They want an intranet, documentation sites and client portals in the same platform
• They want people, recruiting and learning alongside service delivery
• They want to customize fields and layouts themselves

How Perspectiv is different

• Clients, contracts, projects, time, purchasing and accounting share one record, with no integrations to build between them
• Knowledge hub for your intranet and published documentation, plus client and vendor portals, in the same platform
• People, skills, certifications and learning in the same platform
• Your administrators add fields, page layouts and wording themselves, without developers or consultants
• Single sign-on with SAML or OpenID Connect is included in every plan

When Autotask may be the better choice

If you rely on tight integration with Kaseya or Datto tools for monitoring and backup, Autotask fits that ecosystem. Perspectiv’s customer support module is planned.

Moving from Autotask

Perspectiv imports from spreadsheets, matching your columns to its fields as you go, so data exported from Autotask or any other tool can be brought in. Start with the area that hurts most, run both side by side for a short period, then switch. Our guide on switching in stages applies here too.

1. Map your dataMatch the columns you export to Perspectiv’s fields.
2. Test a small sampleImport a few records and check them with the people who use them.
3. Review, then switchRun both side by side for a short period, then move over. Ask a question if you are unsure.

Autotask is a trademark of its owner. Perspectiv is not affiliated with or endorsed by Autotask. Descriptions are based on public information as of October 2026; check with each vendor for current details.

Where it lives in Perspectiv

Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.

• Internal service deskPlanned

  Employee IT support, service requests, incidents and access requests, with internal service levels.

• Contracts (framework)Coming soon

  One contracts framework for client, supplier, employee and event agreements, with renewals and e-signature.

• Project managementComing soon

  Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.

• Learning managementAlpha Q1 2027

  Courses, learning assignments, compliance training, certifications and renewals.