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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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NostraReduce administrative expenses by utilizing Nostra's simple system for time tracking and approvals. This allows users to accurately see how their staff spends time in relation to scheduled plans. Additionally, this capability offers valuable insights into overall company performance, empowering users to make informed strategic decisions that foster business growth. Our platform encompasses various modules such as staffing, time tracking, sales pipeline management, milestone tracking, role management, and comprehensive reporting features for enhanced operational efficiency. By integrating these tools, businesses can streamline their processes and improve productivity.
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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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BlueFolderElevate your service management experience with BlueFolder, the comprehensive solution crafted specifically for field service providers, maintenance teams, and support organizations. Improve your workflows, enhance customer satisfaction, and increase operational efficiency with our extensive range of features designed for seamless integration. Easily oversee work orders through our user-friendly interface, ensuring that no detail goes unnoticed. Utilize our intelligent dispatch and scheduling tools to effectively allocate resources, reducing downtime while boosting productivity. Strengthen customer relationships with our CRM capabilities, which allow you to monitor interactions and service history for a tailored customer experience. Stay connected and productive with our mobile app, which facilitates real-time collaboration, work order updates, and direct client communication from any location. Manage your assets, equipment, and contracts with ease, while simplifying financial operations through our billing and invoicing features that help you create precise invoices and streamline payment processes to enhance your cash flow. Acquire meaningful insights into your business operations through customizable reports and analytics, empowering you to make data-driven decisions and pinpoint areas that require improvement. Additionally, BlueFolder integrates smoothly with other essential tools, ensuring that your service management ecosystem is cohesive and efficient. With BlueFolder, you can transform your service management approach and unlock new levels of operational success.
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ClickTimeReduce costs, enhance clarity in your projects, and keep your budget in check with ease—thanks to user-friendly timesheets! ClickTime simplifies the process of managing and planning employee hours, enabling you to monitor time from any device, promptly authorize time entries, and utilize dashboards to manage budgets and distribute employee workload. Whether you’re predicting project costs or analyzing previous outcomes, ClickTime provides real-time insights into your operations. Instantly identify which projects are exceeding or falling short of their budgets, gain a clear understanding of team availability, expenses, and overall productivity, and effortlessly manage timesheet approvals, leave requests, and billable hours. This streamlined approach not only saves time but also empowers you to make informed decisions for future projects.
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Sage IntacctSage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
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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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SyncroSyncro serves as a comprehensive business platform designed specifically for managing a successful managed service provider (MSP). Experience the convenience of PSA, RMM, and remote access all bundled into one cost-effective solution. Additionally, you can enhance your productivity even further with seamless integrations to over 50 MSP and business applications that you already utilize. The pricing structure of Syncro is straightforward, offering a single flat fee that covers all PSA, RMM, and remote access functionalities, allowing for unlimited endpoints with no binding contracts or minimum requirements. This simplicity makes it easier for MSPs to budget and plan their services effectively.
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RepliconReplicon 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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Rev.io PSAAre you tired of struggling with insufficient time, funds, and resources to expand your business? Rev.io PSA (previously known as Tigerpaw One) offers an excellent solution to elevate your technology services company without the need to bring on new employees. Are you frustrated with the chaos of using multiple systems that fail to integrate? With Rev.io PSA, there's no longer a requirement for various resources to reach your objectives. This platform can effectively automate your operations and enhance your workflow. Are you annoyed by the financial losses caused by inadequate asset tracking? You might be unaware of what inventory you have on hand, in your vehicles, or at client locations. Are you feeling the pressure of not being able to capture all your billable hours? The efficiency of your technicians directly impacts your bottom line, and labor costs can be one of the largest expenditures. With just a simple tap, you can access their work logs, evaluate efficiency metrics, and get a comprehensive view of billable hours, allowing you to optimize performance and increase profitability. By streamlining these processes, you can focus your efforts on growing your business instead of managing complications.
What is Unit4 PSA?
Boost your profitability and enhance operational efficacy with the tailored Unit4 PSA Suite, designed specifically for your industry. This sophisticated Professional Services Automation solution effectively manages every facet of your business, starting from client engagement and extending to invoicing and cash flow oversight, all built on the solid foundation of the Microsoft Dynamics 365 platform. Protect your organization by incorporating risk and compliance management that aligns with WWFT/BSA/ASM standards, while efficiently tracking your project hours through a Mobile App featuring a convenient timer. Simplify the process of revenue recognition and monitor Work-In-Progress effortlessly within a unified solution, thereby removing the burden of complex time and expense reporting. You can also refine the scheduling of outsourced resources with the Gantt chart tool, which offers a comprehensive view of resource availability and utilization, ensuring smooth and efficient project execution. By adopting these cutting-edge tools, you can fundamentally reshape your business operations, paving the way for increased success and customer satisfaction while fostering a culture of continuous improvement.
What is Proteus?
Utilize Proteus to enhance your productivity, ensure consistency, gain better control, and improve visibility. Designed specifically for professionals in the energy sector, Proteus serves as a comprehensive project management tool developed by specialists in the field. This solution integrates project planning, resource management, collaboration, financial oversight, and business intelligence into a single cohesive platform. By transitioning energy firms from a fixed cost structure to a flexible on-demand model, Proteus is essential for thriving in a competitive, low-margin landscape. Experience accelerated operations, maintain accuracy, complete more projects, and simplify your workflow.
With Proteus, you can consolidate all project-related tasks into a unified interface, encompassing clients, proposals, projects, invoicing, documents, inventory, and much more—all easily accessible in one location and seamlessly integrated with Microsoft 365. Project teams benefit from the ability to collaborate remotely, accessing timesheets, equipment information, project expenses, work completion statuses, and various other resources at their convenience. Generate invoices and manage client data along with legal contracts from a single platform, enhancing efficiency. Proteus empowers project managers to keep documents organized centrally while optimizing workflows, technical calculations, and other critical operations. By monitoring metrics in real time, you can achieve complete control over your projects and ensure their success. Additionally, the user-friendly interface facilitates a smoother onboarding process for new team members, promoting a more cohesive project environment.
API Availability
Has API
API Availability
Has API
Pricing Information
$25 per user per month
Free Trial Offered?
Free Version
Pricing Information
$35 per user per month
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
Unit4
Date Founded
1990
Company Location
Netherlands
Company Website
www.unit4.com/industries/professional-services-software
Company Facts
Organization Name
Xergy
Date Founded
2019
Company Location
United Kingdom
Company Website
xergy.com/proteus/
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
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Contractor Management
Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Job Costing
Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management
Oil and Gas
Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Project Planning
Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies
Project Tracking
Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management