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features
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support

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Description

Oversee every facet of your projects from initial idea to final execution using a cloud-based Professional Services Automation (PSA) platform provided by Beyond Software. This solution empowers businesses to enhance their efficiency and financial performance by integrating their project management with financial accounting. Beyond Software offers a comprehensive set of modules designed to support the growth of professional services firms, featuring tools for financial management, project accounting, tracking time and expenses, billing and invoicing, resource allocation, as well as providing insightful dashboards and reports. By utilizing this system, organizations can ensure streamlined operations and improved decision-making processes.

Description

The Cloud Business Suite features over 20 distinct modules, offering a comprehensive solution that includes CRM, Project Management, Invoicing, and more, all within a single cloud platform. BlueX ERP presents a modular and intelligent approach to business management, showcasing the latest generation of business applications. With more than twenty interconnected applications available, each can be independently installed and utilized, ensuring all the tools necessary to enhance business performance are readily accessible. The CRM system is designed to be complete, easy to use, and scalable, effectively managing the entire customer relationship lifecycle. For project management, the platform provides an intuitive solution that allows users to oversee project planning with just a few clicks. The online invoicing feature streamlines invoicing processes and supports multiple currencies and companies, facilitating easier financial management. Additionally, mobile expense reporting along with straightforward approval workflows enhance expense tracking. The procurement module offers robust supply chain management capabilities, including vendor tracking, purchasing, and inventory management. Lastly, the marketing tools enable efficient management of marketing initiatives, ensuring businesses can effectively promote their offerings in a competitive landscape. Each module is crafted to address specific business needs, making the suite a versatile choice for organizations aiming for growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Circulor
Datto RMM
Datto Workplace
Xelix

Integrations

Circulor
Datto RMM
Datto Workplace
Xelix

Pricing Details

No price information available.
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

Beyond Software

Founded

2008

Country

United States

Website

www.beyondsoftware.com

Vendor Details

Company Name

BlueX ERP

Country

Australia

Website

www.bluexerp.com

Product Features

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order 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

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Product Features

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

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