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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.
Description
UnitLook consolidates ticket management, project oversight, capacity forecasting, time tracking, and team availability into a unified platform designed for project-oriented companies and service teams that require transparent insights into their workflows, workloads, delivery processes, and profitability metrics. By integrating various functions instead of relying on disparate tools and spreadsheets, UnitLook allows teams to seamlessly connect tasks, schedules, resource allocation, timesheet entries, and client interactions in a single interface, providing a comprehensive overview of projects, personnel, timelines, and financial outcomes without the hassles of fragmented systems or labor-intensive reporting methods. This innovative solution enhances efficiency and promotes collaboration across teams.
Key features include:
- Tracking of tickets and tasks for incoming client inquiries as well as essential project activities
- Gantt-style planning tools for creating visual timelines and roadmaps
- Visibility into workloads and capacities to manage availability and avoid employee overload
- Time tracking with direct logging of timesheets linked to specific projects and clients
- Access to a client portal with Service Level Agreement (SLA) monitoring
- Comprehensive reporting capabilities for both project management and financial evaluation.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft Dynamics 365
Pricing Details
$25 per user per month
Free Trial
Free Version
Pricing Details
€129/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
Unit4
Founded
1990
Country
Netherlands
Website
www.unit4.com/industries/professional-services-software
Vendor Details
Company Name
UnitPick
Founded
2021
Country
Croatia
Website
unitlook.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