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features
design
support

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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Filevine Yes 
Microsoft Dynamics 365 No 
Microsoft SharePoint No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP Concur No 
Sage Intacct No 
Salesforce No 

Integrations

Filevine No 
Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP Concur Yes 
Sage Intacct Yes 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$20 per user per month
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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) No 
In Person Yes 

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

Professional Services Automation

Billing & Invoicing Yes 
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 Yes 

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard Yes 
Issue Management No 
Milestone Tracking No 
Portfolio Management No 
Project Planning Yes 
Requirements Management No 
Resource Management No 
Status Tracking Yes 
Task Management No 
Time & Expense Tracking Yes 

Resource Management

Capacity Management No 
Data Visualization No 
Demand Forecasting No 
Drag & Drop No 
Employee Scheduling No 
Filtered Search No 
Resource Allocation No 
Skills Tracking No 
Utilization Management Yes 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking No 

Product Features

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 No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

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

Resource Management

Capacity Management No 
Data Visualization No 
Demand Forecasting No 
Drag & Drop No 
Employee Scheduling No 
Filtered Search No 
Resource Allocation Yes 
Skills Tracking No 
Utilization Management No 

Alternatives

Alternatives

Continuum PSA Reviews

Continuum PSA

CrossConcept Continuum PSA