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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.
Description
Visma Severa is an intuitive and visually appealing tool designed for thorough project management, integrating various aspects such as CRM, time tracking, project management, and invoicing. It empowers teams to discover optimal workflows, enabling specialists to refine their processes effectively. With this tool, you can easily track profitability, invoicing, and its impact on cash flow, ensuring that you stay informed. Enhance your company's utilization rate and oversee operations seamlessly, even from mobile devices. The success of any project hinges on the contributions of each team member, so it’s vital that everyone is clear on their roles and responsibilities while grasping the broader company context. By utilizing this tool, you can ensure successful project completion through collaborative planning, delegation, resource management, and performance tracking. Equip your employees with a reliable solution to streamline their work and boost productivity, fostering a culture of efficiency and accountability within the organization.
API Access
Has API
API Access
Has API
Integrations
BI Book
Cognita
EnNovate
LEX247
Mercur Business Control
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
Planday
SAP ERP
Integrations
BI Book
Cognita
EnNovate
LEX247
Mercur Business Control
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
Planday
SAP ERP
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
25€ per user per month
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
Planview
Founded
1989
Country
United States
Website
www.planview.com/products-solutions/products/changepoint/
Vendor Details
Company Name
Visma
Founded
1985
Country
Norway
Website
psa.visma.com
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
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