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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Oversee every facet of your projects from initial idea to final execution using a cloud-based Professional Services Automation (PSA) platform provided by Beyond Software. This solution empowers businesses to enhance their efficiency and financial performance by integrating their project management with financial accounting. Beyond Software offers a comprehensive set of modules designed to support the growth of professional services firms, featuring tools for financial management, project accounting, tracking time and expenses, billing and invoicing, resource allocation, as well as providing insightful dashboards and reports. By utilizing this system, organizations can ensure streamlined operations and improved decision-making processes.

Description

The Cloud Business Suite features over 20 distinct modules, offering a comprehensive solution that includes CRM, Project Management, Invoicing, and more, all within a single cloud platform. BlueX ERP presents a modular and intelligent approach to business management, showcasing the latest generation of business applications. With more than twenty interconnected applications available, each can be independently installed and utilized, ensuring all the tools necessary to enhance business performance are readily accessible. The CRM system is designed to be complete, easy to use, and scalable, effectively managing the entire customer relationship lifecycle. For project management, the platform provides an intuitive solution that allows users to oversee project planning with just a few clicks. The online invoicing feature streamlines invoicing processes and supports multiple currencies and companies, facilitating easier financial management. Additionally, mobile expense reporting along with straightforward approval workflows enhance expense tracking. The procurement module offers robust supply chain management capabilities, including vendor tracking, purchasing, and inventory management. Lastly, the marketing tools enable efficient management of marketing initiatives, ensuring businesses can effectively promote their offerings in a competitive landscape. Each module is crafted to address specific business needs, making the suite a versatile choice for organizations aiming for growth.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Circulor No 
Datto RMM Yes 
Datto Workplace Yes 
Xelix No 

Integrations

Circulor Yes 
Datto RMM No 
Datto Workplace No 
Xelix Yes 

Pricing Details

No price information available.
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 Yes 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Beyond Software

Founded

2008

Country

United States

Website

www.beyondsoftware.com

Vendor Details

Company Name

BlueX ERP

Country

Australia

Website

www.bluexerp.com

Product Features

Job Costing

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

Professional Services Automation

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

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Product Features

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 

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