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ease
features
design
support

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Description

RealTime PSO is an enterprise-level professional services and outsourcing on demand application. It is cloud-based and patent protected. RealTime PSO is used by professional services firms and outsourcing companies to sell and deliver firm services on-demand for real-time revenue. It replaces sole dependence on RFPs or receivables for revenue. For a free trial of RealTime PSO, visit www.realtimepso.com.

Description

Enhance your operational efficiency and boost your profits with the Unit4 PSA Suite. Tailored specifically for your sector, this advanced Professional Services Automation solution is designed to oversee every aspect of your business, from initial client interactions to invoicing and cash flow management, all built upon the robust Microsoft Dynamics 365 platform. Safeguard your organization with risk and compliance management facilitated by integration with WWFT/BSA/ASM, while accurately logging your hours on the appropriate project through the Mobile App equipped with a timer. Streamline revenue recognition and track Work-In-Progress seamlessly within a single solution to eliminate the hassle of tedious time and expense reporting. Additionally, optimize the scheduling of your outsourced resources using the Gantt chart feature that provides an overview of availability and utilization, ensuring that your projects run smoothly and efficiently. By implementing these innovative tools, you can transform the way your business operates, driving greater success and satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Connect
Cisco Webex
GoTo Meeting
HubSpot CRM
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

Amazon Connect
Cisco Webex
GoTo Meeting
HubSpot CRM
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

Pricing Details

$65 per user per month
Free Trial
Free Version

Pricing Details

$25 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Trinity Systems Technologies

Website

www.realtimepso.com

Vendor Details

Company Name

Unit4

Founded

1990

Country

Netherlands

Website

www.unit4.com/industries/professional-services-software

Product 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

Product 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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