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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

Unanet's ERP/CRM solutions help you grow your bottom line by connecting people, projects, and financials with greater efficiency. This allows for better decision making and better decision making. Unanet understands that every business is different. A unique business requires tailored solutions. Unanet provides modern, end-to–end business solutions that meet your project-based business's needs. Our purpose-built, seamless integrations automate and streamline key business processes. They provide functional ERP and CRM solutions that turn information in to actionable insights. Unanet is well-known for its industry-specific functionality. Unanet is not software that can be used by all users or made generically for all industries. It was specifically designed for government contractors, architects, engineering, construction firms, and other related organizations. The results? Get industry-specific functionality and project-based ERP/CRM solutions that turn information into actionable insight for your industry.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana Yes 
Azure DevOps Yes 
Basecamp Yes 
Calendly Yes 
CobbleStone Contract Insight No 
Docusign Yes 
Dropbox Yes 
Flowtrac No 
GitHub Yes 
GovCon Suite No 
HubSoft Yes 
Jira Yes 
LLumin Yes 
Nango No 
QuickBooks Online No 
Salesforce Yes 
Slack Yes 
Vergo No 
Zendesk Yes 
forProject No 

Integrations

Asana No 
Azure DevOps No 
Basecamp No 
Calendly No 
CobbleStone Contract Insight Yes 
Docusign No 
Dropbox No 
Flowtrac Yes 
GitHub No 
GovCon Suite Yes 
HubSoft No 
Jira No 
LLumin No 
Nango Yes 
QuickBooks Online Yes 
Salesforce No 
Slack No 
Vergo Yes 
Zendesk No 
forProject Yes 

Pricing Details

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

Pricing Details

$10.00/month/user
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

Unanet

Founded

1998

Country

United States

Website

www.unanet.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

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Professional Services Automation

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

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