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What is Planview ChangePoint?

Planview ChangePoint streamlines professional services automation for businesses focused on service delivery, enabling them to enhance profitability and shorten the quote-to-cash cycle. ChangePoint Services Automation (SA) serves as a comprehensive software solution that manages the complete engagement lifecycle, encompassing Professional, Managed, or Embedded services. This innovative application promotes the smooth coordination of projects and engagements by pinpointing service opportunities, overseeing contract and project management, handling invoicing, and facilitating revenue recognition. Consequently, it leads to improved financial oversight, strategic business planning, and accelerated revenue expansion. Essential customer information is organized in a coherent manner, allowing you to monitor key contacts to ensure timely communication when necessary. By evaluating critical KPIs, you can quickly determine the vitality of your customer lifecycle. Furthermore, with a thorough understanding of every facet of the customer journey, you can effectively seize every financial opportunity that arises. Such insights empower service-first businesses to thrive in a competitive landscape.

What is Aximor?

Aximor represents a cutting-edge AI solution that simplifies the entire "Contract to Cash" workflow by facilitating interactive dialogues, thereby removing the need for complex dashboards and allowing users to handle their tasks directly through popular messaging platforms such as WhatsApp, Telegram, or Web Chat. Main Attributes Streamlined Workflow: It adeptly manages the creation of documents, digital signatures, automated invoicing, and payment collection, providing a cohesive and seamless experience throughout the process. Intuitive User Experience: Users can express their requirements in plain language—Aximor manages the implementation, eliminating the necessity of learning new software or switching between multiple tools. Smart Automation: The AI takes responsibility for follow-ups and payment reminders, ensuring that payments are received more quickly and without the burden of manual tracking. Built for Growth: Whether you're an entrepreneur, a consultant, or part of a larger agency, the platform is designed to scale with your needs by implementing a pricing model based on actual usage rather than fixed fees, promoting both flexibility and convenience. In addition, Aximor's focus on user engagement ensures that businesses can enhance their operational efficiency while maintaining a personalized touch in their interactions.

Media

Media

No images available

Integrations Supported

Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Sugar Sell

Integrations Supported

Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$0
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.planview.com/products-solutions/products/changepoint/

Company Facts

Organization Name

Dealtrix

Date Founded

2026

Company Location

India

Company Website

www.aximor.ai/

Categories and 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

Categories and Features

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