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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Polaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape.

Description

RealTime PSO is an enterprise-level professional services and outsourcing on demand application. It is cloud-based and patent protected. RealTime PSO is used by professional services firms and outsourcing companies to sell and deliver firm services on-demand for real-time revenue. It replaces sole dependence on RFPs or receivables for revenue. For a free trial of RealTime PSO, visit www.realtimepso.com.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Salesforce Yes 
Slack Yes 
Xero Yes 
Asana Yes 
Box Yes 
GoTo Meeting No 
HubSpot CRM No 
HubSpot Sales Hub No 
MYOB AccountRight Yes 
Microsoft Dynamics 365 Yes 
Microsoft Teams No 
Namely Yes 
Oracle Cloud Infrastructure Yes 
Sage Intacct Yes 
Stripe Billing No 
Twilio No 
Workday Extend Yes 
Wrike Yes 
Zendesk Yes 

Integrations

QuickBooks Online Yes 
Salesforce Yes 
Slack Yes 
Xero Yes 
Asana No 
Box No 
GoTo Meeting Yes 
HubSpot CRM Yes 
HubSpot Sales Hub Yes 
MYOB AccountRight No 
Microsoft Dynamics 365 No 
Microsoft Teams Yes 
Namely No 
Oracle Cloud Infrastructure No 
Sage Intacct No 
Stripe Billing Yes 
Twilio Yes 
Workday Extend No 
Wrike No 
Zendesk No 

Pricing Details

$29 per month
Free Trial No 
Free Version No 

Pricing Details

$65 per user per month
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) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Polaris

Founded

1996

Country

United States

Website

www.replicon.com/polaris-psa/professional-services-automation-software/

Vendor Details

Company Name

Trinity Systems Technologies

Website

www.realtimepso.com

Product Features

Professional Services Automation

Billing & Invoicing No 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management No 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management No 
Time & Expense Tracking No 

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 

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