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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 KPilot?

KPilot acts as a strategic tool designed to improve profitability for service-based enterprises, offering comprehensive evaluations of costs, financial plans, and project-related uncertainties. By integrating data from various systems, it uncovers inefficiencies such as delays or changes in project scope, enabling organizations to identify possible savings, enhance productivity, and promote long-term sustainable growth. Additionally, KPilot equips businesses with the insights needed to make strategic decisions that enhance operational efficiency and simplify processes, ultimately leading to a more agile and competitive organization.

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

$3,330
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

KPilot

Date Founded

2025

Company Location

United States

Company Website

www.kpilot.io

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

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

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