We are looking to upgrade to a CRM/PSA but am having trouble finding one with features that are necessary.
Most CRMs and PSAs are the same but the feature I need most is because of our expanding company, is a contractor/partner portal.
We are getting more and more jobs from other IT companies that are outsourcing their work to us and we need a portal where they will be able to login and access tickets/accounts/etc for only their clients.
Autotask has a subcontractor portal where we can assign tickets to other companies and have them see the jobs theyre doing for us only. But we need something that is opposite and need the other companies to see the work we’re doing on their behalf.