Average Ratings 0 Ratings
Average Ratings 122 Ratings
Description
Captivate clients and reduce time spent on administrative tasks, eliminating the need for manual invoicing and persistent payment reminders. Cone’s user-friendly proposal software exemplifies the ideal blend of simplicity and functionality tailored for accountants. Effortlessly send polished proposals while securing payment information in advance. Projects can commence automatically once a proposal has been signed, removing the burden of manual intervention. Experience seamless project initiation after acceptance, while gaining insightful visibility into your team's tasks, deadlines, and overall project advancements to enhance workflows. Optimize your operations and unlock higher levels of productivity. Utilize the client portal to distribute forms, gather electronic signatures, and request files without hassle, eliminating the need for follow-ups with clients. Generate invoices directly from proposals or ongoing projects, accommodating various payment options such as ACH or credit/debit cards. Recognizing the importance of data security for your business’s triumph, we have instituted robust measures to safeguard your information effectively. By leveraging this software, you can focus on what truly matters: growing your business and serving your clients better.
Description
Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business.
Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams.
With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients.
The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS).
Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Copilot
No
Google
No
Google Drive
No
HubSpot CRM
No
Microsoft 365
No
Microsoft Azure
No
Microsoft Dynamics 365
No
Microsoft Exchange
No
Microsoft Power Automate
No
Microsoft Power BI
No
Integrations
Copilot
Yes
Google
Yes
Google Drive
Yes
HubSpot CRM
Yes
Microsoft 365
Yes
Microsoft Azure
Yes
Microsoft Dynamics 365
Yes
Microsoft Exchange
Yes
Microsoft Power Automate
Yes
Microsoft Power BI
Yes
Pricing Details
$8.51 per month
Free Trial
Yes
Free Version
No
Pricing Details
Free
Plans: Free/Pro/Business/Enterprise
Try any plan for free.
Pro: $9 per user
Business: $19 per user
Enterprise: Tiered user pricing
Try any plan for free.
Pro: $9 per user
Business: $19 per user
Enterprise: Tiered user pricing
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
Yes
Mac
Yes
Linux
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Cone
Founded
2022
Country
United States
Website
www.getcone.io
Vendor Details
Company Name
Project Insight
Founded
2001
Country
United States
Website
projectinsight.com/
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
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
Work Management
Access Roles / Permissions
No
CRM
No
Calendar Management
No
Collaboration Tools
No
File Storage / File Sharing
No
Kanban
No
Messaging / Discussion
No
Performance Metrics
No
Project Management
No
Reporting / Analytics
No
Resource Management
No
Strategic Planning
No
Task Management
No
Time Tracking
No
Version Control
No
Workflow Management
No
Product Features
Agile Project Management Tools
Backlog Management
Yes
Feedback Management
Yes
Gantt/Timeline View
Yes
Kanban Board
Yes
Prioritization
Yes
Request Management
Yes
Resource Management
Yes
Retrospectives Management
Yes
Status Tracking
Yes
Supports Scrum
Yes
Team Management
Yes
Template Management
Yes
Workflow Management
Yes
Gantt Chart
Alerts/Notifications
Yes
Capacity Monitoring
Yes
Color Coding
Yes
Dependency Tracking
Yes
Drag & Drop
Yes
Milestone Tracking
Yes
Progress Tracking
Yes
Task Management
Yes
Templates
Yes
Issue Tracking
Assignment Management
Yes
Dashboard
Yes
Escalation Management
Yes
Issue Auditing
Yes
Issue Scheduling
Yes
Knowledge Base
Yes
Project Management
Yes
Recurring Issues
Yes
Scheduling
Yes
Task Management
Yes
IT Project Management
Bug Tracking
Yes
Issue Management
Yes
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Portfolio Management
Yes
Prioritization
Yes
Product Roadmapping
Yes
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Supports Agile
Yes
Supports Scrum
Yes
Task Management
Yes
Testing / QA Management
Yes
Time & Expense Tracking
Yes
Kanban
Collaboration Tools
Yes
Dependency Tracking
Yes
KPI Monitoring
Yes
Milestone Tracking
Yes
Multi-Board
Yes
Prioritization
Yes
Project Planning
Yes
Roadmapping
Yes
Supports Scrum
Yes
Task Management
Yes
Time Tracking
Yes
Product Management
Collaboration
Yes
Feedback Collection
Yes
Idea Management
Yes
Milestone Tracking
Yes
Prioritization
Yes
Product Roadmapping
Yes
Release Management
Yes
Requirements Management
Yes
Resource Management
Yes
Workflow Management
Yes
Product Roadmap
Collaboration
Yes
Content Import / Export
Yes
Diagramming
Yes
Drag & Drop
Yes
Feature Management
Yes
Milestone Tracking
Yes
Prioritization
Yes
Requirements Management
Yes
Workflow Management
Yes
Production Scheduling
"What If" Scenarios
Yes
Automated Scheduling
Yes
Bottleneck Optimization
Yes
Capacity Planning
Yes
Constraint Scheduling
Yes
Job Scheduling
Yes
Material Planning
Yes
Priority-Based Scheduling
Yes
Quality Control
Yes
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
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Project Planning
Agile Methodologies
Yes
Budget Management
Yes
Collaboration Tools
Yes
Due Date Tracking
Yes
Gantt Charts
Yes
Kanban Board
Yes
Prioritization
Yes
Progress Tracking
Yes
Resource Management
Yes
Task Management
Yes
Template Management
Yes
Traditional Methodologies
Yes
Project Portfolio Management
Budget Management
Yes
Collaboration
Yes
Dashboard
Yes
Issue Management
Yes
Milestone Tracking
Yes
Portfolio Management
Yes
Project Planning
Yes
Requirements Management
Yes
Resource Management
Yes
Status Tracking
Yes
Task Management
Yes
Time & Expense Tracking
Yes
Project Tracking
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Gantt Charts
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Percent-Complete Tracking
Yes
Prioritization
Yes
Status Tracking
Yes
Time & Expense Tracking
Yes
Strategic Planning
Budgeting & Forecasting
Yes
Dashboard
Yes
Goal Setting / Tracking
Yes
Idea Management
Yes
KPIs
Yes
Modeling & Simulation
Yes
Roadmapping
Yes
Scenario Planning
Yes
Scorecards
Yes
Task Management
Collaboration
Yes
Create Subtasks
Yes
Gamification
Yes
Gantt Charts
Yes
Mobile Access
Yes
Percent-Complete Tracking
Yes
Progress Tracking
Yes
Recurring Tasks
Yes
Reporting/Analytics
Yes
Spreadsheet View
Yes
Task Board View
Yes
Task Planning
Yes
Task Scheduling
Yes
Task Tracking
Yes
Time Tracking
Yes
To-Do List View
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
Time Tracking
Automatic Time Capture
Yes
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
Yes
Expense Tracking
Yes
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
Yes
Online Time Tracking
Yes
Overtime Calculation
Yes
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
Yes
Work Management
Access Roles / Permissions
Yes
CRM
Yes
Calendar Management
Yes
Collaboration Tools
Yes
File Storage / File Sharing
Yes
Kanban
Yes
Messaging / Discussion
Yes
Performance Metrics
Yes
Project Management
Yes
Reporting / Analytics
Yes
Resource Management
Yes
Strategic Planning
Yes
Task Management
Yes
Time Tracking
Yes
Version Control
Yes
Workflow Management
Yes
