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features
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support

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Description

Progressus powered by Microsoft Dynamics 365 Business Central is designed for small- and medium-sized professional service firms. It helps you plan for profitability right from the beginning. Profit requires the perfect combination of planning and execution, from allocating resources to tracking every dollar spent. Progressus for Microsoft Dynamics 365 Business Central Professional Services Management Software provides everything you need to make profitability a priority. Track, view and analyze your costs easily. Instant expense visibility before the end a financial period. Record inventory and items against a project. Access information in simple-to-view dashboards and reports. Unlimited budget revisions. Budget generic resources to be used as placeholders. Copy budgets from other projects. Register material consumption directly on the project. Compare the budget details to the task level. Outlook integration, CRM functionality, as well as simple-to-use workflows, can be used to empower teams.

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.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Slack Yes 
Amazon Connect No 
Basecamp Yes 
Calendly Yes 
Dropbox Yes 
GoTo Meeting No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
Jira Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Teams No 
QuickBooks Accountants No 
QuickBooks Online Advanced No 
Twilio No 
Zendesk Yes 
Zero No 
Zoom Yes 

Integrations

Salesforce Yes 
Slack Yes 
Amazon Connect Yes 
Basecamp No 
Calendly No 
Dropbox No 
GoTo Meeting Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
Jira No 
Microsoft Dynamics 365 Business Central No 
Microsoft Teams Yes 
QuickBooks Accountants Yes 
QuickBooks Online Advanced Yes 
Twilio Yes 
Zendesk No 
Zero Yes 
Zoom No 

Pricing Details

$500/month per 25 users
Free Trial No 
Free Version Yes 

Pricing Details

$65 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Velosio

Founded

1984

Country

United States

Website

progressussoftware.com

Vendor Details

Company Name

Trinity Systems Technologies

Website

www.realtimepso.com

Product Features

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal No 
Collaboration Tools Yes 
Document Management No 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

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