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What is RealTime PSO?

RealTime PSO is a cloud-based application designed for on-demand professional services and outsourcing, backed by a patent for its unique technology. This enterprise-level solution is utilized by firms in the professional services and outsourcing sectors to provide and sell their services in real-time, allowing for immediate revenue generation. By using RealTime PSO, companies can move beyond relying solely on requests for proposals (RFPs) or outstanding receivables for their income streams. Interested users can explore the benefits of RealTime PSO by signing up for a free trial at www.realtimepso.com, where they can discover how it can transform their business operations.

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

NetSuite
Salesforce
Cisco Webex
Cognita
GoTo Meeting
HubSpot CRM
HubSpot Marketing Hub
Microsoft Dynamics 365
Microsoft Teams
Oracle Fusion Cloud ERP
Pipedrive
QuickBooks Accountants
QuickBooks Online Advanced
SAP ERP
SOFTRAX Revenue Management System
Sugar Sell
Twilio
Xero
Zero

Integrations Supported

NetSuite
Salesforce
Cisco Webex
Cognita
GoTo Meeting
HubSpot CRM
HubSpot Marketing Hub
Microsoft Dynamics 365
Microsoft Teams
Oracle Fusion Cloud ERP
Pipedrive
QuickBooks Accountants
QuickBooks Online Advanced
SAP ERP
SOFTRAX Revenue Management System
Sugar Sell
Twilio
Xero
Zero

API Availability

Has API

API Availability

Has API

Pricing Information

$65 per user per month
Free Version
Free Trial Offered?

Pricing Information

Changepoint Services Automation (SA) has not provided pricing information for this product or service. This is common practice for software vendors and service providers. Contact Changepoint Services Automation (SA) to obtain current pricing.
Free Version
Free Trial Offered?

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

Trinity Systems Technologies

Company Website

www.realtimepso.com

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

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