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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.

Description

Enhance your operational efficiency and boost your profits with the Unit4 PSA Suite. Tailored specifically for your sector, this advanced Professional Services Automation solution is designed to oversee every aspect of your business, from initial client interactions to invoicing and cash flow management, all built upon the robust Microsoft Dynamics 365 platform. Safeguard your organization with risk and compliance management facilitated by integration with WWFT/BSA/ASM, while accurately logging your hours on the appropriate project through the Mobile App equipped with a timer. Streamline revenue recognition and track Work-In-Progress seamlessly within a single solution to eliminate the hassle of tedious time and expense reporting. Additionally, optimize the scheduling of your outsourced resources using the Gantt chart feature that provides an overview of availability and utilization, ensuring that your projects run smoothly and efficiently. By implementing these innovative tools, you can transform the way your business operates, driving greater success and satisfaction.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Connect Yes 
Cisco Webex Yes 
GoTo Meeting Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
HubSpot Sales Hub Yes 
Microsoft Dynamics 365 No 
Microsoft Teams Yes 
NetSuite Yes 
Pipedrive Yes 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Salesforce Yes 
Slack Yes 
Stripe Billing Yes 
Twilio Yes 
Xero Yes 
Zero Yes 

Integrations

Amazon Connect No 
Cisco Webex No 
GoTo Meeting No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
HubSpot Sales Hub No 
Microsoft Dynamics 365 Yes 
Microsoft Teams No 
NetSuite No 
Pipedrive No 
QuickBooks Accountants No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Salesforce No 
Slack No 
Stripe Billing No 
Twilio No 
Xero No 
Zero No 

Pricing Details

$65 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

$25 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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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 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

Trinity Systems Technologies

Website

www.realtimepso.com

Vendor Details

Company Name

Unit4

Founded

1990

Country

Netherlands

Website

www.unit4.com/industries/professional-services-software

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 

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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