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Alternatives to Consider
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Acumatica Cloud ERPUnmatched Business and Industry Functionality: Elevate your organization with reliable data gathering, comprehensive financial analysis, and accurate forecasting abilities. Acumatica Cloud ERP acts as a unified data hub, consolidating information from all departments into a single view. This ensures that every business process is systematically organized, allowing authorized personnel to access the same, up-to-date information anytime and anywhere, using any internet-connected device. Acumatica is uniquely tailored to meet the dynamic and specific demands of expanding midmarket businesses, empowering its users to prioritize their customers' success across all facets of their operations. The platform is designed to be adaptable, delivering value while offering the flexibility, efficiency, and remote collaboration features that contemporary enterprises require. Experience automation that simplifies processes, compliance that adapts to your needs, and a pathway for continuous improvement that maintains predictability in outcomes. This approach ensures that your business stays ahead of the competition in a rapidly changing market landscape.
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NetSuiteOracle NetSuite is the leading AI-powered Cloud ERP platform, empowering organizations to connect and optimize every aspect of their business. Built on the principle of a single source of truth, NetSuite eliminates silos by integrating ERP, financials, CRM, ecommerce, HCM, and analytics into one centralized cloud solution. Its AI capabilities go beyond automation by analyzing real-time business data to deliver predictive insights, personalized recommendations, and actionable forecasts. With more than 42,000 customers, NetSuite is trusted by businesses across industries and geographies for its scalability and reliability. Companies can leverage it to automate accounting, streamline financial close processes, and manage complex global operations with ease. Its CRM and HR features enhance customer engagement and workforce efficiency, while its professional services automation helps teams manage projects, billing, and resources more effectively. For commerce-driven organizations, NetSuite offers omnichannel commerce capabilities that unify online, in-store, and B2B sales, providing a seamless customer experience. The built-in analytics and reporting modules give leaders real-time visibility into performance across departments, enabling faster, data-driven decision-making. Oracle further strengthens NetSuite with consulting, support, and partner ecosystems, ensuring smooth deployment and ongoing optimization. By blending advanced AI, robust business functionality, and global scale, NetSuite sets the standard for modern enterprise resource planning.
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SAP S/4HANA Cloud Public EditionSAP S/4HANA Public Cloud serves as an advanced ERP solution that facilitates rapid digital transformation through AI-driven insights, adherence to industry standards, and an intuitive user experience. By enhancing operational efficiency, empowering decision-making, and revealing new avenues for growth, it stands out as a comprehensive tool for modern businesses. Key features include compliance with SOX and GAAP, robust financial controls, detailed forecasting and reporting, and effective treasury and tax management. Additionally, it offers automation through AI, machine learning, and robotic process automation, alongside efficient supply chain and inventory management solutions. With templated integrations and strong manufacturing capabilities, it supports scalability for businesses of all sizes. Embracing industry innovation is essential to propel growth in revenue, efficiency, and profitability. Continuous improvement is the cornerstone of optimizing business operations and processes, ensuring that organizations stay competitive in their respective markets. Therefore, selecting a dedicated partner who is committed to your success is crucial in navigating this journey.
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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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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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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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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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AdzoomaBecome part of the community of over 100,000 businesses that have enhanced their paid advertising strategies by registering for our acclaimed platform. With our solution, you can drastically minimize the time spent managing and refining your Google, Microsoft Advertising, or Facebook Ads campaigns to just a few minutes each day. Adzooma’s PPC platform, powered by artificial intelligence and machine learning, ensures effortless campaign oversight, continuous optimization around the clock, and sophisticated automation, all presented through a user-friendly interface. Discover more than 50 actionable improvement opportunities with just a click, allowing you to easily enhance your campaigns. Additionally, you can monitor PPC performance and identify areas of overspending or underspending, ultimately boosting your quality score, conversions, and return on investment. By utilizing our platform, you pave the way for smarter advertising and sustainable growth for your business.
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Visual VisitorAI Sales Representative - Your Future Sales Agent May Not Be Human at All Transform your engaged website visitors into sales-ready leads without dedicating even a single working hour. Using our cutting-edge WebID + Person identification technology, we target the most engaged visitors on your site, focusing on those who can provide the greatest value to your sales initiatives. - Comprehensive Prospect Information: We collect 40 essential data points for each prospect, including their first name, last name, email address, and more. - Engaged Yet Unidentified: These prospects are actively researching online but haven't yet interacted with your sales team. - Key Position in the Sales Funnel: These visitors are well into your sales funnel, spending significant time on your crucial 'buying pages' while remaining anonymous, making them prime candidates for conversion into appointments. - AI-Powered Engagement: Our AI Sales Rep adeptly identifies and engages these visitors, encouraging them to show interest in your offerings. This entire process is automated, allowing your sales team to focus solely on the leads that are most likely to convert—your accessible opportunities. By harnessing AI, you can seamlessly convert your website visitors into leads that are ready for meetings, all while enhancing efficiency in your sales process.
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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.
What is Deltek WorkBook?
Developed by specialists in the field, Deltek WorkBook is a robust management platform designed specifically for agencies, providing effective approaches to stimulate growth. It streamlines the oversight of projects, staff, and financial resources from inception to completion, which allows you to prioritize client requirements while making strategic choices for the future, ensuring that you have enhanced control, insights, and visibility whenever necessary. Furthermore, by integrating Deltek ConceptShare, you can seamlessly add online proofing to your project management workflows without compromising on crucial functionalities. In addition, the Deltek Power Launch implementation allows for a swift adoption of WorkBook's customized, role-specific setups, further improving your agency's management capabilities. This comprehensive best practice solution not only optimizes projects, resources, and finances but also lays the groundwork for your agency's sustained growth. By honing in on project management and resource distribution, you can significantly boost productivity and enhance overall utilization rates. Embracing this forward-thinking strategy for agency management will undoubtedly lead to a remarkable transformation in your operational effectiveness. As you navigate through these enhancements, your agency will be well-equipped to adapt to the ever-evolving landscape of the industry.
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
Microsoft Dynamics 365 Business Central
ADP Comprehensive Services
Aptean CRM
Binary Stream Healthcare Materials Management
Celigo
ClickDimensions
Descartes Pacejet
Flexspring
GoSimplo
Inogic Lead Assignment and Distribution Automation
Integrations Supported
Microsoft Dynamics 365 Business Central
ADP Comprehensive Services
Aptean CRM
Binary Stream Healthcare Materials Management
Celigo
ClickDimensions
Descartes Pacejet
Flexspring
GoSimplo
Inogic Lead Assignment and Distribution Automation
API Availability
Has API
API Availability
Has API
Pricing Information
$19.00/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
Deltek
Date Founded
1983
Company Location
United States
Company Website
www.deltek.com/en/products/project-erp/workbook
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
Advertising Agency
Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time Tracking
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
Categories and Features
Revenue Management
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management