Professional Services Automation Software Features

Billing & Invoicing

Create and manage monetary interactions between parties (i.e. bills and invoices)

Client Portal

A website and login for stakeholders to access information

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

CRM

Integrate with your customer relationship management software to better connect all aspects of your business, especially your customers

Document Management

Collect, upload, store, and share all documents in a centralized location making it easier for everyone involved to access information

Portfolio Management

Create risk-return profiles to compare initiatives so that all the projects align with strategic goals and deliver business value.

Project Management

Plan and coordinate all the resources, costs and time needed to execute assignments

Proposal Generation

Create proposals based on costs of labor and materials

Quotes/Estimates

Create quotes/proposals and maintain a central repository of previous quotes

Resource Management

Efficient and effective use of an organization's human capital

Time & Expense Tracking

Log and record hours worked and costs spent to assist in billing and invoicing

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