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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Dinvy Ascent was designed to help you transition to online time entry and billing now, and to allow you to add advanced features such as estimating, planning, and customizations, as you grow. Data capture helps you run your business more efficiently. Dinvy Ascent displays your data quickly and in a way that is valuable, where you need it. Dashboards consolidate key indicators of performance for easy consumption on Executive, Account and Project pages. Custom Reports are available to be delivered directly to your inbox at the time you need them. Our architecture is focused on scalability, customization and flexibility. Dinvy Ascent allows you to customize the user experience and add new features or feature flags based on your changing business needs. What that means is that you have to adapt to the limitations of your software or pay for features which your team members do not need.

Description

Adopt effective strategies for capacity planning and utilization to maximize both workload efficiency and profitability. By leveraging data-driven insights, you can enhance your service operations and bolster your organization's financial stability through the use of PSA-native analytics. Focus on your customer experience by integrating professional service automation with proposal automation, knowledge management, and customer sentiment analysis. Upland PSA revolutionizes the project delivery process for service organizations, ensuring a seamless transition from initial customer engagement to sustained success. Our comprehensive software includes features for robust timesheet and expense tracking, project management, customer billing, and financial oversight, while also providing tools for proposal automation, knowledge management, and customer feedback. This holistic approach allows you to prioritize customer satisfaction and drive positive outcomes right from the outset, ensuring a strong foundation for long-term relationships.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Filevine
Microsoft Dynamics 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce

Integrations

Filevine
Microsoft Dynamics 365
Microsoft SharePoint
QuickBooks Online
QuickBooks Online Advanced
SAP Concur
Sage Intacct
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$20 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

Dinvy

Founded

2019

Country

United States

Website

www.dinvy.com

Vendor Details

Company Name

Upland Software

Founded

2012

Country

United States

Website

uplandsoftware.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave 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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Alternatives

Alternatives

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