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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 Klient?

Klient PSA, previously known as Krow, delivers a comprehensive array of professional services automation tools that enhance client delivery. This platform serves as a cohesive solution for organizations and their service teams, fostering a highly connected and collaborative environment aimed at improving customer success. Built entirely on Salesforce's native architecture, Klient PSA prioritizes the needs of its users, enabling project teams to seamlessly interact with customers throughout the entire process, from sales to service delivery. Additionally, Klient's extensive suite includes features such as services proposals and CPQ, project and collaboration management, resource management, and billing and revenue recognition, ensuring that all aspects of service automation are covered. As a result, businesses can streamline their operations and improve efficiency, ultimately leading to better client outcomes.

Media

Media

Integrations Supported

NetSuite
Salesforce
Breadwinner
Cognita
EnNovate
HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Dynamics 365
Oracle Fusion Cloud ERP
Pipedrive
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Sage Intacct
Slack
Sugar Sell
Xero
Zendesk
Zendesk Sell

Integrations Supported

NetSuite
Salesforce
Breadwinner
Cognita
EnNovate
HubSpot CRM
HubSpot Customer Platform
Jira
Microsoft Dynamics 365
Oracle Fusion Cloud ERP
Pipedrive
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Sage Intacct
Slack
Sugar Sell
Xero
Zendesk
Zendesk Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$15 per user per month
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

Klient PSA

Date Founded

2014

Company Location

Canada

Company Website

klient.com

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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