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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Avaro One serves as a comprehensive CRM and PSA solution tailored for firms in sales, delivery, and professional services, seamlessly merging these functions into a cohesive platform. The system comprises six distinct modules that address various aspects of the client lifecycle: the Sales module streamlines pipeline management, lead scoring, and quotation processes; the Marketing module facilitates campaign management and audience segmentation; the Delivery module is responsible for overseeing project execution and resource allocation; the Finance module efficiently handles invoicing and expense tracking; the People & Development module fosters employee performance reviews and career advancement; while the Platform module ensures robust security measures, regulatory compliance, and system integrations. As sales opportunities progress, they transition into delivery projects, with tracked hours automatically relayed to the finance module for accurate invoicing. Additionally, Avaro One boasts features such as eight customizable service model templates, document tracking capabilities for quotes and contracts, a personalized client portal for real-time updates and invoice access, tools designed for GDPR compliance, support for multiple currencies, and enhanced security through two-factor authentication and role-based access controls. With its intuitive interface and comprehensive features, Avaro One empowers organizations to enhance their operational efficiency and client engagement effectively.

Description

Promoter is the culmination of over 25 years of refinement, practical application, and user feedback, establishing it as a cutting-edge tool for project evaluation. In contrast to conventional models, it transcends the limitations of spreadsheets by offering enhanced capabilities. It is well-suited for both extensive, intricate projects and smaller undertakings that align with project financing. Furthermore, it caters to the needs of venture capital and corporate finance initiatives. Promoter serves as the foundational technology for a variety of project finance software applications designed to assess and evaluate projects across sectors such as oil, gas, petrochemicals, energy, pulp and paper, transportation, infrastructure, and similar domains. This versatile finance model finds its application in traditional project finance scenarios and is particularly effective within infrastructure concessions involving Public Private Partnerships (PPP), as well as in BOO (Build, Own, Operate), BOOT (Build, Own, Operate and Transfer), and other related frameworks. The comprehensive features of Promoter position it as an indispensable asset for financial analysts and project managers alike.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

£35 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Avaro Technologies Ltd.

Founded

2026

Country

United Kingdom

Website

www.avarotechnologies.com

Vendor Details

Company Name

Project Planning and Management

Founded

1990

Country

United Kingdom

Website

www.promoter.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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Alternatives

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