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Description

Promys Enterprise PSA stands out as a highly acclaimed cloud-based professional service automation platform tailored for IT, managed services, and providers of audiovisual and physical security solutions. With its scalable architecture and user-friendly interface, Promys Enterprise PSA encompasses an array of functionalities such as help desk support, time tracking, billing, project management, procurement, service contract oversight, customer asset management, and comprehensive reporting. Additionally, the platform enables real-time updates regarding invoicing, purchase orders, and various reports related to products, labor, contracts, and overall revenue performance, ensuring that users remain informed and organized. Its extensive feature set makes it an invaluable tool for businesses looking to enhance their operational efficiency and service delivery.

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

Acumatica Cloud ERP
Cognita
ConnectWise Cybersecurity Management
EnNovate
Google Calendar
Kaseya VSA
Microsoft Dynamics 365
Microsoft Outlook
NetSuite
NinjaOne
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Sage 50
Salesforce
Sugar Sell

Integrations

Acumatica Cloud ERP
Cognita
ConnectWise Cybersecurity Management
EnNovate
Google Calendar
Kaseya VSA
Microsoft Dynamics 365
Microsoft Outlook
NetSuite
NinjaOne
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Sage 50
Salesforce
Sugar Sell

Pricing Details

$39.00/month/user
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

Promys

Founded

2003

Country

Canada

Website

www.promys.com

Vendor Details

Company Name

Planview

Founded

1989

Country

United States

Website

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

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

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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