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Description
Collective OS serves as a reliable ecosystem for professional service organizations, allowing them to connect with experts, access case studies, share experiences, and establish private talent networks with other firms. By utilizing your agency management software, employees and contractors can create profiles, making it easy to identify the right expertise and availability within your network for various tasks, all conveniently centralized in Collective OS. You can enhance your operational scale by clustering firms with similar expertise or expand your capabilities by partnering with complementary firms, fostering a dynamic collective. Additionally, by using our agency management software, you can form collectives that not only focus on scale through similar firms but also on expertise through collaboration with firms possessing complementary skills. This approach ultimately broadens the range of services your company can provide to clients, while also cultivating networks of trusted and vetted talent. As a result, you can unlock new opportunities and drive growth through strategic partnerships in your industry.
Description
Enhance your operational efficiency and boost your profits with the Unit4 PSA Suite. Tailored specifically for your sector, this advanced Professional Services Automation solution is designed to oversee every aspect of your business, from initial client interactions to invoicing and cash flow management, all built upon the robust Microsoft Dynamics 365 platform. Safeguard your organization with risk and compliance management facilitated by integration with WWFT/BSA/ASM, while accurately logging your hours on the appropriate project through the Mobile App equipped with a timer. Streamline revenue recognition and track Work-In-Progress seamlessly within a single solution to eliminate the hassle of tedious time and expense reporting. Additionally, optimize the scheduling of your outsourced resources using the Gantt chart feature that provides an overview of availability and utilization, ensuring that your projects run smoothly and efficiently. By implementing these innovative tools, you can transform the way your business operates, driving greater success and satisfaction.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Collective OS
Founded
2024
Country
United States
Website
www.joincollectiveos.com
Vendor Details
Company Name
Unit4
Founded
1990
Country
Netherlands
Website
www.unit4.com/industries/professional-services-software
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking