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What is evergreen?

Evergreen is an advanced cloud platform that caters to a diverse array of professional services, such as architecture, engineering, and construction (AEC), accounting, marketing, legal services, and consulting. It is constructed on the foundations of Microsoft Dynamics 365, Microsoft 365, and Microsoft Azure, functioning as both a processing and transactional engine to facilitate essential professional service operations like project management, time tracking, scheduling, onboarding, and invoicing. Offering more capabilities than traditional ERP or Professional Services Automation (PSA) systems, Evergreen enhances both productivity and profitability through effective management of projects, finances, and resources. As a genuinely cloud-based solution, it provides users with the autonomy to oversee their cloud environment, data, and associated costs. Moreover, it allows for customization and seamless integration with additional services. The sa.go! component delivers immediate value via a reliable architecture, well-defined processes, pre-built data models, reporting packs, advisory hours, and managed services. All of these features are conveniently bundled into a per-user, per-month subscription pricing model, enabling businesses to effortlessly scale their systems in line with growth. This flexibility makes Evergreen an appealing choice for organizations looking to optimize their professional service operations.

What is HaloPSA?

Comprehensive software revolutionizes the manner in which Managed Service Providers deliver IT services to their clients. HaloPSA enables you to oversee your complete service desk with ready-to-use features that adhere to ITIL standards. This integration enhances efficiency and streamlines operations for better customer satisfaction.

Media

Media

Integrations Supported

Microsoft Azure
Microsoft Dynamics 365
3CX
BeeCastle
BeyondTrust Remote Support
ConnectWise Automate
ConnectWise RMM
KashFlow
Lansweeper
Microsoft 365
Microsoft Outlook
NinjaOne
PagerDuty
PayPal
Sage 300
Skype
Splunk Enterprise
ThreatLocker
TimeZest

Integrations Supported

Microsoft Azure
Microsoft Dynamics 365
3CX
BeeCastle
BeyondTrust Remote Support
ConnectWise Automate
ConnectWise RMM
KashFlow
Lansweeper
Microsoft 365
Microsoft Outlook
NinjaOne
PagerDuty
PayPal
Sage 300
Skype
Splunk Enterprise
ThreatLocker
TimeZest

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

sa.global

Date Founded

1990

Company Location

United States

Company Website

sa.global/int/business-solutions/microsoft-dynamics-365/industry-solutions/evergreen.html

Company Facts

Organization Name

Halo Service Solutions

Date Founded

1994

Company Location

United Kingdom

Company Website

halopsa.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

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

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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sa.global