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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Aysling serves as a comprehensive PSA (Professional Services Automation) software that effectively manages every aspect of your B2B operations, spanning from contracts to cash flow, as well as project execution to payment processing. Its deployment is straightforward, and it is designed to be user-friendly and simple to oversee, providing excellent support and guidance throughout. Aysling integrates a robust Sales CRM alongside features like Order Management, Project Management, Labor Tracking, Subscription Management, Service Ticketing, Workflow Automation, and Billing, all within a single cloud-based platform. Furthermore, it supports numerous dedicated integrations with popular tools such as QuickBooks Online, Twilio, and Zapier, enhancing its versatility and functionality for businesses. With Aysling, companies can streamline their processes and improve efficiency across various departments.

Description

Evergreen is a next-generation cloud platform that supports a wide range of professional services, including AEC, accounting and marketing, legal, and consulting. Evergreen is built on Microsoft Dynamics 365 and Microsoft 365 and Microsoft Azure. It serves as a processing engine and transactional engine for core professional service functions such as project management, time billing, scheduling, onboarding, and billing. The solution provides more functionality than legacy ERP or Professional Services Automation (PSA) solutions. It helps to increase productivity and profitability by ensuring efficient project, accounting, financial and resource management. Evergreen is a true cloud. This means that you can control your cloud, your data, and the costs associated with it. You can also customize it and configure it to integrate with other services. sa.go! provides rapid value through a proven architecture, defined and tested processes, ready-to-use data models and report packs, advisory hours, and Managed Services. All this is packaged in an easy-to-consume, per-user per-month subscription price model which helps you scale your systems as your business grows.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Constant Contact Yes 
Dropbox Yes 
Gmail Yes 
HubSpot CRM Yes 
HubSpot Content Hub Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
HubSpot Sales Hub Yes 
HubSpot Service Hub Yes 
Mailchimp Yes 
Mailchimp Transactional Email (Mandrill) Yes 
Microsoft Azure No 
Microsoft Dynamics 365 No 
Microsoft Outlook Yes 
Pendo Yes 
Pendo Yes 
QuickBooks Online Yes 
Slack Yes 
Twilio Yes 
Zapier Yes 

Integrations

Constant Contact No 
Dropbox No 
Gmail No 
HubSpot CRM No 
HubSpot Content Hub No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
HubSpot Sales Hub No 
HubSpot Service Hub No 
Mailchimp No 
Mailchimp Transactional Email (Mandrill) No 
Microsoft Azure Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook No 
Pendo No 
Pendo No 
QuickBooks Online No 
Slack No 
Twilio No 
Zapier No 

Pricing Details

$60 per user per month
Plus Startup Fees
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

Business Hours Yes 
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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Aysling

Founded

2005

Country

United States

Website

www.aysling.com

Vendor Details

Company Name

sa.global

Founded

1990

Country

United States

Website

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

Product Features

ERP

Accounting Integration Yes 
Accounting Management No 
CRM Yes 
Dashboard Yes 
Distribution Management No 
Enterprise Asset Management No 
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 No 
Warehouse Management No 

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 

Product Features

Professional Services Automation

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

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