Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
TrueRev is an operations platform designed specifically for B2B subscriptions and SaaS. It simplifies revenue recognition and deferred revenue as well as scheduled invoices, SaaS metrics, and scheduled invoices in real-time, at a fraction the cost of enterprise software. One-click synchronization with QuickBooks Online.
All features available for 14-day free trial!
TrueRev allows you to easily migrate your revenue schedules from Excel and remain compliant with ASC 606 Generate subscription metrics (MRR/ARR, Bookings, Churn, Cash-flow). Track new deals, cancellations, upgrades & expansion.
Features include:
• Revenue Recognition
• Deferred revenue
• Automated billing and scheduled invoices
• Contract renewals
• SaaS metrics
• Journal entries
• Shared reports
• Document management
• Evergreen contracts
Sal Abdulla, CEO at ZenFinancials said, "TrueRev provides a platform which simplifies financial operations and removes errors, increasing clarity for all."
Description
Evergreen is a next-generation cloud platform that supports a wide range of professional services, including AEC, accounting and marketing, legal, and consulting. Evergreen is built on Microsoft Dynamics 365 and Microsoft 365 and Microsoft Azure. It serves as a processing engine and transactional engine for core professional service functions such as project management, time billing, scheduling, onboarding, and billing. The solution provides more functionality than legacy ERP or Professional Services Automation (PSA) solutions. It helps to increase productivity and profitability by ensuring efficient project, accounting, financial and resource management. Evergreen is a true cloud. This means that you can control your cloud, your data, and the costs associated with it. You can also customize it and configure it to integrate with other services. sa.go! provides rapid value through a proven architecture, defined and tested processes, ready-to-use data models and report packs, advisory hours, and Managed Services. All this is packaged in an easy-to-consume, per-user per-month subscription price model which helps you scale your systems as your business grows.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Azure
No
Microsoft Dynamics 365
No
QuickBooks Online
Yes
Integrations
Microsoft Azure
Yes
Microsoft Dynamics 365
Yes
QuickBooks Online
No
Pricing Details
$89 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
No
iPad App
No
Android App
No
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)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
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
TrueRev
Founded
2015
Country
United States
Website
truerev.com
Vendor Details
Company Name
sa.global
Founded
1990
Country
United States
Website
sa.global/int/business-solutions/microsoft-dynamics-365/industry-solutions/evergreen.html
Product Features
Product Features
Professional Services Automation
Billing & Invoicing
Yes
CRM
No
Client Portal
Yes
Collaboration Tools
Yes
Document Management
No
Portfolio Management
No
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes