Average Ratings 1 Rating

Total
ease
features
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Transform your professional services business with KEBS, the comprehensive operating system for modern revenue management. Designed for IT consultancies, GCCs, and product engineering teams, KEBS replaces fragmented tools by integrating CRM, project management, resource planning, and financial reporting into one seamless workflow. What sets KEBS apart is its active intelligence layer. Instead of just recording data, our autonomous AI agents work in the background to predict billing gaps, match the right talent to open roles, and instantly flag projects that are drifting off-budget. By automating the entire lifecycle from the initial sales quote to final cash collection, leaders gain real-time visibility and control. Eliminate manual spreadsheets, stop revenue leakage, and drive higher profitability with a platform built to scale with your growth.

Description

Planview ChangePoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability. ChangePoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. ChangePoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
NetSuite
Salesforce
Cognita
Darwinbox
EnNovate
GROW with SAP
Jira
Microsoft Teams
Oracle Fusion Cloud ERP
QuickBooks Enterprise
SAP ERP
SAP SuccessFactors
SOFTRAX Revenue Management System
Slack
Sugar Sell
Tally
Zoho CRM
Zoho Projects

Integrations

Microsoft Dynamics 365
NetSuite
Salesforce
Cognita
Darwinbox
EnNovate
GROW with SAP
Jira
Microsoft Teams
Oracle Fusion Cloud ERP
QuickBooks Enterprise
SAP ERP
SAP SuccessFactors
SOFTRAX Revenue Management System
Slack
Sugar Sell
Tally
Zoho CRM
Zoho Projects

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

KEBS

Founded

2018

Country

United States

Website

kebs.ai/

Vendor Details

Company Name

Planview

Founded

1989

Country

United States

Website

www.planview.com/products-solutions/products/changepoint/

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

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Product Features

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

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