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Services Automation

1 of 2 introductions

Hi! I'm Estefania. I'm your tour guide today.

Here’s a glimpse at the features you are about to see and what they can do for your business.

  • Sales & Services Collaboration
  • Resource Management
  • Project Management
  • Project Financials
  • Time & Expense Management
  • Forecasting, Reporting & Analytics

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Enjoy the tour. And you can also chat with a PSA specialist about your specific needs.

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Sales and services collaboration

When your PSA and CRM are connected, sales and services work as one team not two departments.

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Accurately scope deals

Partner with sales to create accurate quotes, manage customer expectations before a deal is signed.

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Perfect the handoff

Share critical customer and opportunity details without duplication. Set and deliver on client expectations.

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Opportunity to project

It takes just one click. Seamlessly kick off projects straight from the opportunity in the CRM.

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Resource Management

Get the insight and visibility you need to help forecast, plan, manage your resources more effectively. Increase utilization without overworking staff.

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Forecast resource needs

View projects in the pipeline, assess necessary skills, and deliver the right team.

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Resource planner

See and understand all aspects of your resources — project time, PTO, non-billable time — to optimize staffing.

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Intelligent staffing

Get a unified view into supply and demand in Resource Planners. Conduct "what if" analysis and make swift staffing decisions.

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Easily edit schedules

See who is working where and when and edit schedules by the day, week or month with a click.

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Smart capacity planning

Get comprehensive view of backlog and forward-looking views of the sales pipeline. Address gaps between supply and demand before they occur.

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Recruiting prompts

Know when to recruit, hire, train, the right skilled people for future jobs based on accurate data.

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Project Management

A single view of every project you're managing to keep them on task, budgets in line, and all stakeholders informed.

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Project View

Keep all of your projects on time and budget with a comprehensive view of every KPI you need to keep your project on track.

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Data visualizations

Interactive Gantt allows you to visualize project plans, dependencies, and timelines.

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Project financials

Get powerful forecasting and analytics tools to give more control and predictability over everything involved in the ever changing services economy.

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From bid to bill

Track all the financial components of a project … your budgets, your estimates, your costs, your bookings, your billing, and everything in between.

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Financial health tracker

With comprehensive financial views, you know exactly when to take action and where to make adjustments.

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Revenue forecasting

Manage revenue forecasting for both T&M and fixed fee projects - from pipeline through project delivery.

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Project budgeting

Create one or more budgets for each project. Track actual time & expense.

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Multi-currency support

Manage projects and KPIs in any currency.

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Project billing

Billing is fast & agile, unifying all your models, and feeding right into your ERP.

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Time & expense management

Highly configurable and easy-to-use. Time and expense entry rates speed up, administrative time goes down.

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Personalize time entry

Personalized for each user and easy to enter. Copy from schedules or previous weeks. Modify planned time from the same screen.

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Easy expense entry

Capture from your mobile, attach to a project, and hit send.

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Speedy approvals

Powerful workflow and approval functionality from popular tools like Slack, makes approvals a snap and ensures no entry goes unnoticed.

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Empower your road warriors

Give your team the tools they need to stay efficient and connected - no matter where they are.

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Powerful analytics

Easily surface and manage KPIs. See everything across project and services delivery and plan with confidence.

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Smart capacity planning

Get comprehensive view of backlog and forward-looking views of the sales pipeline. Address gaps between supply and demand before they occur.

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Backlog visibility

Build staffing models geared to drive higher margins, quicker delivery, and customer satisfaction.

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Billings forecasting

View your forecast at any point and always get the most up-to-date actuals and assignments.

next steps

Thanks for your time today

We've reached the end of our tour. You've just seen how our cloud-based PSA application allows you to manage your people, projects, customers, and financials - all in one integrated service management solution. Ready to get started?