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Ratings and Reviews 0 Ratings
Alternatives to Consider
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KantataThe Kantata Professional Services Cloud, which was previously referred to as the Mavenlink Industry Cloud for Professional Services, represents a robust suite of tools aimed at operational management, resource optimization, and business insights, combining integration capabilities with workflow automation to enhance overall efficiency. This comprehensive solution is designed to improve operational performance while helping businesses optimize their resources effectively. By employing a resource-first architecture, it enables service-oriented companies to assemble the most capable teams and track their progress against established budgets and timelines, ensuring projects are executed smoothly, reliably, and profitably. Furthermore, the Kantata Professional Services Cloud is specifically tailored for agencies and professional service firms with employee counts ranging from 50 to over 5000. Serving as the core of your business, Kantata addresses daily challenges in resource management with its cutting-edge optimization features, utilizing advanced algorithms and analytics to tackle complex business issues that were once deemed insurmountable. With this innovative platform, organizations can not only streamline their operations but also unlock new avenues for growth and efficiency.
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StrivenStriven is the complete business management solution that cuts your costs, optimizes your processes, and makes daily tasks simpler. Transform your company's data into something unified, interconnected, and meaningful. Drawing on over two decades of Software Services expertise, we've worked alongside more than 8,600 organizations spanning dozens of sectors to make their operations more secure, productive, and valuable for their customers. Empowering people to accomplish more has always driven us. Now, it's central to our software design. We feature simple, transparent pricing plans and an exceptional guarantee. You can even start using it immediately at zero cost. Our plans come with no trial periods, expiration dates, or contractual commitments.
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FreshBooksFreshBooks simplifies the invoicing and billing process for small enterprises. Renowned as a leading accounting and invoicing solution, FreshBooks caters to both self-employed individuals and small businesses alike. By streamlining invoicing and billing tasks, it enables companies to focus on their passions and core activities. Its extensive array of robust features encompasses expense tracking, time management, and payment processing capabilities. Moreover, the FreshBooks mobile application empowers users to manage their finances from any location, enhancing flexibility and productivity. This combination of features and convenience makes FreshBooks an invaluable asset for any small business.
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Project InsightProject Insight (PI) is an advanced project and portfolio management software that enables organizations to compile and analyze all their projects seamlessly. By integrating your work, projects, and tasks into a single, user-friendly online platform, PI can be tailored to meet the specific requirements of your business. This makes it particularly beneficial for organizations with intricate project management needs, such as budgeting, scheduling, time-tracking, and capacity planning. Despite its robust features, PI remains accessible and adaptable, which in turn enhances the level of customer service you can offer. Users can effortlessly merge data from essential tools like CRM, accounting, DevOps, and support software, providing stakeholders with immediate insights into project status. Additionally, the FREE version of PI allows users to get started quickly and scale their usage over time as their needs evolve. This flexibility ensures that as your organization grows, PI can continue to meet your changing project management demands.
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RunnRunn is an innovative platform for real-time resource management that features integrated time tracking and robust forecasting abilities. Effortlessly plan your projects and allocate resources by scheduling project phases, milestones, and time off. Switch seamlessly between monthly, quarterly, and semi-annual views to strategize for both immediate and future needs. Gain a comprehensive overview of your entire organization, allowing you to effectively manage changes in capacity, workload, and availability as you develop your plans. Runn transforms resource management into a dynamic and visual experience through a centralized, shared interface. You can delve deeper into specific roles, teams, and tags to analyze trends and pinpoint groups that may be overbooked. Additionally, you can outline potential projects to assess how your plans could evolve as work gets confirmed. Monitor project progress, view forecasts, and access crucial metrics with Runn, including utilization rates, project variance, and overall financial health. Utilize the platform's built-in timesheets to keep track of project advancements efficiently. Runn also offers integrations with Harvest, WorkflowMax, and Clockify, and through its API, users can create custom integrations to connect Runn to their preferred tools, enhancing workflow and productivity even further. This versatility makes Runn a vital asset for teams looking to optimize their resource management and project planning processes.
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Planview AdaptiveWorkPlanview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.
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Deltek Replicon TimeReplicon is an enterprise-grade, AI-powered platform designed to solve the most critical challenges around time tracking, workforce management, project visibility, and labor cost optimization. With its configurable architecture and intuitive experience, Replicon supports businesses across every industry — from tech and consulting to manufacturing, education, and government. Our intelligent timesheets capture time automatically via web, mobile, or integrations with calendar and productivity tools. Real-time notifications and smart suggestions ensure compliance and consistency. Replicon’s robust project tracking tools let you manage budgets, allocate resources, and track progress with granular control. It’s ideal for both billable and non-billable work — whether internal or client-facing. Built-in labor law compliance, multi-location support, and flexible approval chains make Replicon suitable for global operations. Advanced analytics and dashboards provide actionable insights into utilization, profitability, wage costs, and revenue leakage — helping leaders improve performance and forecast with confidence. Replicon seamlessly integrates with your ERP, HR, CRM, and payroll systems — bringing together your time, pay, and performance data into one intelligent platform. Whether you're a department or an enterprise, Replicon scales to your needs, enhances accountability, and helps you make data-driven decisions — all while freeing teams from manual processes.
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PlanfixThe Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.
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XeroEnjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.
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Resource GuruResource Guru simplifies the online scheduling of personnel, equipment, and various resources. It aims to modernize and streamline the process by eliminating the need for inefficient and outdated spreadsheet systems. This tool allows managers to efficiently organize their tasks and responsibilities in a timely manner. With features like reporting, resource planning, scheduling, and management, it provides a comprehensive solution for effective resource allocation. Additionally, Resource Guru is priced competitively, starting at just $4.16 per month, making it an accessible option for many organizations. Overall, it serves as a valuable asset for those looking to enhance their scheduling processes.
What is Projector?
Projector stands out as a leading professional services automation (PSA) tool tailored for the dynamic needs of modern service organizations. Designed to enhance profit margins and optimize resource use, Project PSA launched this initiative to bolster efficiency. This cloud-based platform is user-friendly, enabling service firms to effortlessly oversee projects, monitor expenses and time, allocate resources, manage invoicing, and refine workflows. The primary functionalities of Projector revolve around project management, resource allocation, and project financials, which together contribute to its effectiveness. With its comprehensive features, Projector not only simplifies operations but also empowers firms to achieve their business objectives more effectively.
What is AXIO Advanced Projects?
AXIO Advanced Projects, provided by Velosio, presents a cutting-edge solution for Dynamics 365 Finance that transforms your project ERP into a powerful quote-to-cash platform. Offered as a subscription service, this enhanced framework aims to streamline planning, reduce service costs, and preserve the value of your investment throughout the solution's lifecycle. When organizations adopt AXIO Advanced Projects, they embark on their Dynamics 365 journey equipped with a financial and project accounting system that is operational from day one, enabling them to focus their design efforts exclusively on their unique business requirements. The solution is built upon industry best practices and workflows that have been validated by a multitude of businesses, promoting higher employee engagement, speeding up onboarding, and potentially lowering total ownership costs by 30% or more. For companies that are project-oriented, there are often unique needs that require the integration of best practices for regulatory adherence, project accounting, and alignment with project management and execution. This customized approach not only helps businesses fulfill their individual needs but also significantly boosts overall operational efficiency. Additionally, by implementing such a tailored solution, organizations can better position themselves for growth and adaptability in a rapidly changing market.
Integrations Supported
ADP Comprehensive Services
Aptean CRM
Avalara
Celigo
ClearPoint Strategy
ClickDimensions
Descartes Pacejet
Fastpath
KwikTag
Microsoft 365
Integrations Supported
ADP Comprehensive Services
Aptean CRM
Avalara
Celigo
ClearPoint Strategy
ClickDimensions
Descartes Pacejet
Fastpath
KwikTag
Microsoft 365
API Availability
Has API
API Availability
Has API
Pricing Information
$15.00/month/user
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
Projector PSA
Date Founded
2003
Company Location
United States
Company Website
www.projectorpsa.com
Company Facts
Organization Name
Velosio
Date Founded
1984
Company Location
United States
Company Website
www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/
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
Revenue Management
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management