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What is Turnstile?
Turnstile is a cutting-edge platform designed for quote-to-cash automation, specifically crafted for SaaS enterprises, streamlining and automating every aspect of the revenue lifecycle, from the initial quoting process and subscription management to billing, collections, and revenue recognition. By merging what has traditionally been a fragmented array of spreadsheets and assorted financial tools into one unified system, it allows teams to create sleek, customizable quotes that clients can readily view, approve, and pay without the complications of PDFs or login requirements. Furthermore, once agreements are finalized, subscriptions are automatically activated, and the platform effectively handles intricate pricing models—whether they are recurring, usage-based, tiered, or hybrid—without necessitating manual effort. Turnstile’s integration with CRM platforms and payment processors facilitates a smooth transition of deal terms into real-time subscription and billing operations, while also aiding teams in tracking renewals and payment statuses, ultimately generating accurate revenue reports and dashboards without the hassle of additional reconciliation work. This innovative solution not only boosts operational efficiency but also allows teams to concentrate on strategic projects rather than getting bogged down by administrative tasks, leading to a more agile and responsive business environment. As a result, Turnstile not only simplifies processes but also enhances the overall customer experience through timely and transparent interactions.
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 Nue?
Nue stands out as the premier Revenue Lifecycle Platform integrated with Salesforce, specifically tailored to address the needs of contemporary enterprises. It offers the ability to configure dynamic pricing and facilitates sales through various channels, including self-service, direct sales, and in-app options. Furthermore, it aids in managing renewals and optimizing revenue while ensuring clarity on pricing details.
With Nue, Revenue Operations teams can swiftly implement opportunity-to-cash workflows for both direct sales and self-service models, all while delivering precise and comprehensive analytics for the Finance department. This platform is particularly advantageous for rapidly expanding SaaS businesses seeking a robust and adaptable solution to oversee their revenue streams from inception to completion. Ultimately, Nue is an essential tool for companies looking to streamline their revenue processes and maximize financial performance.
What is Epicor Project Accounting?
Project-based organizations face numerous intricate accounting and financial reporting challenges, arising from both their internal operations and the ever-evolving regulatory environment. In such entities, project accounting frequently spans different organizational frameworks and geographic areas, given that matrix management calls for flexible reporting solutions tailored to specific projects. The duration of projects can vary significantly, lasting anywhere from a few days to several years, with budgets often needing multiple adjustments along the way. Additionally, the pressure to ensure compliance with regulations and to achieve precise revenue recognition further complicates the project accounting landscape. Successfully navigating these varied demands through a cohesive accounting software system requires a careful balance, aiming for minimal administrative overhead while ensuring maximum adaptability, which is a daunting challenge for such organizations. Ultimately, excelling in this domain can lead to substantial improvements in both operational efficiency and financial precision, thereby providing a competitive edge in the marketplace. Moreover, the ability to streamline processes and enhance reporting accuracy can foster better decision-making and strategic planning.
Integrations Supported
Salesforce
NetSuite
QuickBooks Online
Stripe
Avalara
Cognita
EnNovate
Google Docs
Microsoft Dynamics 365
Notion
Integrations Supported
Salesforce
NetSuite
QuickBooks Online
Stripe
Avalara
Cognita
EnNovate
Google Docs
Microsoft Dynamics 365
Notion
Integrations Supported
Salesforce
NetSuite
QuickBooks Online
Stripe
Avalara
Cognita
EnNovate
Google Docs
Microsoft Dynamics 365
Notion
Integrations Supported
Salesforce
NetSuite
QuickBooks Online
Stripe
Avalara
Cognita
EnNovate
Google Docs
Microsoft Dynamics 365
Notion
API Availability
Has API
API Availability
Has API
API Availability
Has API
API Availability
Has API
Pricing Information
$100 per month
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
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
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
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
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Turnstile
Date Founded
2021
Company Location
United States
Company Website
turnstile.ai/
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
Nue.io
Date Founded
2019
Company Location
United States
Company Website
www.nue.io
Company Facts
Organization Name
Epicor Software
Date Founded
1972
Company Location
United States
Company Website
www.epicor.com/en-us/industry-productivity-solutions/modules/planning-and-scheduling/project-accounting/
Categories and Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics
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
CPQ
Nue stands out as the leading Quote-to-Cash platform that is natively integrated with Salesforce, catering specifically to the revenue lifecycle needs of businesses. At the heart of its offerings is an innovative CPQ (Configure, Price, Quote) solution tailored for contemporary SaaS enterprises. Nue optimizes the complete revenue journey from the initial quote to final billing, facilitating smooth transitions and precise financial reporting. Its essential features encompass adaptable pricing strategies, seamless Salesforce integration, automated invoicing, and immediate revenue analytics, making it a perfect fit for organizations employing hybrid revenue strategies or experiencing rapid sales growth.
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Recurring Billing
Nue stands out as a premier provider of all-encompassing quote-to-cash solutions aimed at optimizing and improving revenue operations (RevOps) within SaaS companies. Their powerful platform accommodates a variety of billing structures, such as recurring, usage-based, milestone, and one-time orders. The innovative "Everything Billing" engine is capable of managing all B2B sales models and motions, effectively supporting diverse pricing strategies without leading to SKU proliferation. This platform automates the invoicing process, ensuring precise adjustments for expansion revenue, mid-term subscription modifications, and consumption-based billing, which minimizes the need for manual input. It offers seamless integration with Salesforce, delivering real-time revenue insights and ensuring adherence to ASC606 regulations. This allows sales teams to view invoices immediately after quote generation, while finance teams can access accurate invoice creation and comprehensive revenue data across all sales channels and pricing schemes.
Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing
Revenue Intelligence
Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions
Revenue Management
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management
Revenue Operations
AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation
Subscription Management
Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics
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