Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Avaro One serves as a comprehensive CRM and PSA solution tailored for firms in sales, delivery, and professional services, seamlessly merging these functions into a cohesive platform. The system comprises six distinct modules that address various aspects of the client lifecycle: the Sales module streamlines pipeline management, lead scoring, and quotation processes; the Marketing module facilitates campaign management and audience segmentation; the Delivery module is responsible for overseeing project execution and resource allocation; the Finance module efficiently handles invoicing and expense tracking; the People & Development module fosters employee performance reviews and career advancement; while the Platform module ensures robust security measures, regulatory compliance, and system integrations. As sales opportunities progress, they transition into delivery projects, with tracked hours automatically relayed to the finance module for accurate invoicing. Additionally, Avaro One boasts features such as eight customizable service model templates, document tracking capabilities for quotes and contracts, a personalized client portal for real-time updates and invoice access, tools designed for GDPR compliance, support for multiple currencies, and enhanced security through two-factor authentication and role-based access controls. With its intuitive interface and comprehensive features, Avaro One empowers organizations to enhance their operational efficiency and client engagement effectively.
Description
Factor AE serves as a user-friendly management solution tailored for architecture and engineering firms, enhancing the efficiency of project tracking, time management, invoicing, and overall visibility within the organization. This platform empowers firms to categorize projects into distinct phases, such as fixed fee, hourly, and non-billable, which aids in meticulous monitoring of employee hours and budget expenditures at various levels. Additionally, it accommodates the tracking of sub-consultants and expenses, whether included in project fees or managed separately, while maintaining straightforward invoicing processes. Factor AE also allows firms to establish timelines, set key milestones, delegate tasks, and allocate resources effectively, all of which contribute to meeting client deadlines and maximizing resource efficiency. With features that offer a snapshot of project statuses, users can effortlessly compare budgets and timelines against actual performance by phase, while also enabling revenue forecasts and timely adjustments to avert potential problems from becoming significant hurdles. Ultimately, this comprehensive platform can significantly enhance operational workflows and decision-making processes for firms in the architecture and engineering sectors.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
No
Pricing Details
£35 per user per month
Free Trial
No
Free Version
Yes
Pricing Details
Free
Free Trial
Yes
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Avaro Technologies Ltd.
Founded
2026
Country
United Kingdom
Website
www.avarotechnologies.com
Vendor Details
Company Name
Factor AE
Country
United States
Website
factorapp.com
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
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No
Product Features
Architecture
2D Drawing
No
3D Modeling
No
BIM Modeling
No
Bills of material
No
Building Information Modeling
No
Client Management
No
Contact Management
No
Contract Management
No
Document Management
No
Drafting
No
Manufacturing Design Data
No
Presentation Tools
No
Project Management
No
Proposal Management
No
Quotes/Proposals
No
Visualization / Presentation
No
Engineering
2D Drawing
No
3D Modeling
No
Chemical Engineering
No
Civil Engineering
No
Collaboration
No
Design Analysis
No
Design Export
No
Document Management
No
Electrical Engineering
No
Mechanical Engineering
No
Mechatronics
No
Presentation Tools
No
Structural Engineering
No