Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
IRIS Practice Engine empowers you to anticipate the future with assurance. Our cloud-based management software provides the insight and confidence necessary for making informed business choices. With over 20 years in the industry, IRIS Practice Engine has supported numerous practices in expanding their operations by boosting efficiency and enhancing client interactions. Throughout the years, the company has consistently adapted and upgraded its software to align with the evolving demands of the accounting sector. At IRIS Practice Engine, we understand your desire to be a progressive, expanding firm, free from the limitations imposed by outdated technology and workflows. To achieve that, you require a comprehensive solution to oversee your firm effectively. Unfortunately, traditional software often lacks the essential features and functionalities you seek, leading to feelings of frustration and hindrance in your growth. This is where IRIS Practice Engine steps in, offering you the tools you need to thrive in a competitive landscape.
Description
Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition.
Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.
API Access
Has API
No
API Access
Has API
No
Integrations
Breadwinner
No
HubSpot CRM
No
HubSpot Customer Platform
No
InboxCRM by AppEQ
No
Jira
No
NetSuite
No
Pipedrive
No
QuickBooks Online
No
QuickBooks Online Advanced
No
QuickFee
Yes
Integrations
Breadwinner
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
InboxCRM by AppEQ
Yes
Jira
Yes
NetSuite
Yes
Pipedrive
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
QuickFee
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$15 per user per month
Billed annually
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
IRIS
Founded
1980
Country
United States
Website
www.irisglobal.com/products/accounting-practice-management/iris-practice-engine/
Vendor Details
Company Name
Klient PSA
Founded
2014
Country
Canada
Website
klient.com
Product Features
Professional Services Automation
Billing & Invoicing
Yes
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
Yes
Portfolio Management
No
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Product Features
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
Yes
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes