Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 1 Rating

Total
ease
features
design
support

Alternatives to Consider

  • Runn Reviews & Ratings
    37 Ratings
    Company Website
  • Kantata Reviews & Ratings
    2,276 Ratings
    Company Website
  • Planfix Reviews & Ratings
    57 Ratings
    Company Website
  • Project Insight Reviews & Ratings
    119 Ratings
    Company Website
  • Wrike Reviews & Ratings
    7,555 Ratings
  • Planview AdaptiveWork Reviews & Ratings
    713 Ratings
    Company Website
  • Resource Guru Reviews & Ratings
    1,034 Ratings
    Company Website
  • TimeControl Reviews & Ratings
    1 Rating
    Company Website
  • SuperOps Reviews & Ratings
    223 Ratings
    Company Website
  • Float Reviews & Ratings
    3,717 Ratings
    Company Website

What is Polaris PSA?

Polaris self-driving professional services automation (PSA) utilizes advanced technology to analyze real-time data, offering insights that help maintain project schedules, manage resource distribution, and ensure financial stability. The integration of MissionControl within Polaris PSA allows users to instantly access all vital metrics necessary for effective task oversight. This integration centralizes project specifics, financial data, and resource insights into one easily navigable platform. By leveraging an updated, real-time view of operations, you can maintain control and make timely adjustments when needed. The ability to utilize both historical and current data enables swift responsiveness to changes and facilitates informed decision-making on the fly. Establishing a transparent framework and methodology is essential for effectively managing projects, resources, and finances, while also implementing standardized processes and workflows across your organization. Achieving cohesion among team members is vital for consistent execution and promoting growth, made possible by the adaptable PSA software. Furthermore, this forward-thinking approach not only boosts operational efficiency but also equips organizations to adeptly handle the intricacies of project management in a constantly shifting environment. Ultimately, the strategic use of this technology empowers teams to collaborate more effectively, leading to better outcomes and success.

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.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Salesforce
ADP BizPro
Asana
Atlassian Clover
BambooHR
Box
Cognita
Dayforce
GitHub
JD Edwards EnterpriseOne
Oracle Cloud Infrastructure
Oracle Fusion Cloud ERP
SAP SuccessFactors Learning
Sage 100 Contractor
Sage Intacct
ServiceNow
Slack
Sugar Sell
Wrike

Integrations Supported

Microsoft Dynamics 365
Salesforce
ADP BizPro
Asana
Atlassian Clover
BambooHR
Box
Cognita
Dayforce
GitHub
JD Edwards EnterpriseOne
Oracle Cloud Infrastructure
Oracle Fusion Cloud ERP
SAP SuccessFactors Learning
Sage 100 Contractor
Sage Intacct
ServiceNow
Slack
Sugar Sell
Wrike

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
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

Polaris

Date Founded

1996

Company Location

United States

Company Website

www.replicon.com/polaris-psa/professional-services-automation-software/

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

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

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

Popular Alternatives

Polaris PPM Reviews & Ratings

Polaris PPM

Polaris

Popular Alternatives

Polaris Reviews & Ratings

Polaris

iFAKT
Cora PPM Reviews & Ratings

Cora PPM

Cora Systems
Metric.ai Reviews & Ratings

Metric.ai

Measured Analytics
Nue Reviews & Ratings

Nue

Nue.io
NetSuite SRP Reviews & Ratings

NetSuite SRP

NetSuite