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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 Unanet?

Unanet's ERP and CRM solutions enhance your profitability by effectively linking personnel, projects, and finances. This fosters improved decision-making and strategic planning. Recognizing that each business operates uniquely, Unanet offers customized solutions tailored to specific needs. Their comprehensive, modern offerings cater to the requirements of project-driven enterprises. With purpose-built, integrated systems, Unanet automates critical business processes, transforming data into actionable insights. Renowned for its specialized features, Unanet's software is not a one-size-fits-all solution; it is crafted specifically for sectors such as government contracting, architecture, engineering, and construction. By focusing on these industries, Unanet delivers targeted functionality that empowers businesses to thrive in their respective fields. Consequently, organizations gain access to project-focused ERP and CRM solutions that facilitate informed decision-making and drive success.

Media

Media

Integrations Supported

BarTender
CobbleStone Contract Insight
Flowtrac
GovCon Suite
Microsoft Dynamics 365
Nango
QuickBooks Online
forProject

Integrations Supported

BarTender
CobbleStone Contract Insight
Flowtrac
GovCon Suite
Microsoft Dynamics 365
Nango
QuickBooks Online
forProject

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$10.00/month/user
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

Unanet

Date Founded

1998

Company Location

United States

Company Website

www.unanet.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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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

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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