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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 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.

Media

Media

Integrations Supported

Amazon Connect
Cisco Webex
GoTo Meeting
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
Microsoft Dynamics 365
Microsoft Teams
NetSuite
Pipedrive
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Slack
Stripe Billing
Twilio
Xero
Zero

Integrations Supported

Amazon Connect
Cisco Webex
GoTo Meeting
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
Microsoft Dynamics 365
Microsoft Teams
NetSuite
Pipedrive
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Slack
Stripe Billing
Twilio
Xero
Zero

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Pricing Information

$65 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

Trinity Systems Technologies

Company Website

www.realtimepso.com

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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