Average Ratings 35 Ratings

Total
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Average Ratings 0 Ratings

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Description

Provide the information you need to principals, project managers, or your entire staff quickly and easily. The powerful dashboard of BQE CORE allows you to monitor KPIs such as project performance, time and expenses, profitability, and other important metrics. You can monitor the status of each phase and track progress. You can also compare actual and budgeted hours and costs so that nothing slips through the cracks. Use interactive Gantt charts to efficiently allocate resources and forecast accurately every time. CORE CRM is specifically designed to manage professional services' new sales opportunities, activities and performance. Learn how BQE CORE can help you focus on the most important parts of your practice and manage client projects. Book your own personalized demo today!

Description

Polaris self-driving professional services automation (PSA) employs cutting-edge technology to assess real-time data and provide insights to maintain project timelines, resource allocation, and financial health. With the inclusion of MissionControl in Polaris PSA, users gain immediate access to all essential metrics required for efficient task management. This consolidation ensures that project details, financials, and resource information are housed in a singular, easily accessible location. By utilizing an updated and live overview of the operations, you can exercise control and implement timely adjustments as necessary. Harness both historical and current data to swiftly respond to fluctuations and make informed decisions on the spot. Establish a clear framework and methodology to effectively oversee projects, resources, and finances, while seamlessly applying standardized processes and workflows throughout your organization. Achieving alignment among all team members is crucial for consistent execution and fostering growth, and this is made possible through the customizable PSA software. Additionally, this innovative approach not only enhances operational efficiency but also positions organizations to better navigate the complexities of project management in an ever-evolving landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
QuickBooks Online Yes 
Xero Yes 
ADP BizPro No 
ArchiSnapper Yes 
Atlassian Clover No 
Dropbox Yes 
FreshBooks No 
JD Edwards EnterpriseOne No 
MYOB AccountRight No 
Microsoft Dynamics 365 No 
Oracle Cloud Infrastructure No 
Paychex Flex No 
SAP Concur No 
SAP SuccessFactors Learning No 
Sage 100 Contractor No 
Tax1099 Yes 
Vergo Yes 
Workday Extend No 
Wrike No 

Integrations

Box Yes 
QuickBooks Online Yes 
Xero Yes 
ADP BizPro Yes 
ArchiSnapper No 
Atlassian Clover Yes 
Dropbox No 
FreshBooks Yes 
JD Edwards EnterpriseOne Yes 
MYOB AccountRight Yes 
Microsoft Dynamics 365 Yes 
Oracle Cloud Infrastructure Yes 
Paychex Flex Yes 
SAP Concur Yes 
SAP SuccessFactors Learning Yes 
Sage 100 Contractor Yes 
Tax1099 No 
Vergo No 
Workday Extend Yes 
Wrike Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$29 per month
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 No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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) Yes 
In Person Yes 

Vendor Details

Company Name

BQE Software

Founded

1995

Country

United States

Website

go.bqe.com/sourceforge-bqe-core/

Vendor Details

Company Name

Polaris

Founded

1996

Country

United States

Website

www.replicon.com/polaris-psa/professional-services-automation-software/

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 

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments Yes 
Payment Processing No 
Project Billing Yes 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Job Costing

Bills of Material No 
Budgeting & Forecasting Yes 
Change Orders No 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking Yes 
Production Cost Tracking No 
Purchase Order Management Yes 
Quotes / Estimates Yes 
Time Tracking Yes 
Work Order Management No 

Professional Services Automation

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

Project Management

Agile Methodologies No 
Budget Management Yes 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management No 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Time and Expense

Activity Tracking No 
Billable Hours Tracking No 
Billing Rate Management Yes 
Expense Tracking No 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking No 
Reimbursement Management Yes 
Time Tracking by Client No 
Time Tracking by Project No 

Product Features

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 

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