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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 Netiquette Accounting Management System?

The Netiquette Accounting Management System is a web-based platform aimed at improving your financial closing operations by offering efficient, auditable revenue management and in-depth, real-time insights into your organization's financial status. Approved by IRAS and compliant with Singapore's regulatory guidelines, this software is particularly suited for local small and medium enterprises, aiding in the submission of GST Form 5 and the IRAS Audit File (IAF). Users of Netiquette Accounting Software benefit from immediate access to data reporting that assesses multiple dimensions of business performance, such as cash flow, cash-to-loan ratios, and return on capital. Furthermore, it integrates effortlessly with the Netiquette Inventory System, enhancing critical business processes like quote-to-cash and promoting teamwork through a centralized repository of financial, sales, and customer data. By adopting this comprehensive approach, businesses not only streamline their bookkeeping tasks but also gain the ability to make well-informed decisions driven by real-time data analytics. Consequently, organizations can respond swiftly to market changes and capitalize on new opportunities with greater agility.

Media

Media

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

Pricing not provided.
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

Netiquette

Date Founded

2006

Company Location

Singapore

Company Website

www.netiquette.com.sg/netiquette-ams.html

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

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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