Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
UnitLook consolidates ticket management, project oversight, capacity forecasting, time tracking, and team availability into a unified platform designed for project-oriented companies and service teams that require transparent insights into their workflows, workloads, delivery processes, and profitability metrics. By integrating various functions instead of relying on disparate tools and spreadsheets, UnitLook allows teams to seamlessly connect tasks, schedules, resource allocation, timesheet entries, and client interactions in a single interface, providing a comprehensive overview of projects, personnel, timelines, and financial outcomes without the hassles of fragmented systems or labor-intensive reporting methods. This innovative solution enhances efficiency and promotes collaboration across teams.
Key features include:
- Tracking of tickets and tasks for incoming client inquiries as well as essential project activities
- Gantt-style planning tools for creating visual timelines and roadmaps
- Visibility into workloads and capacities to manage availability and avoid employee overload
- Time tracking with direct logging of timesheets linked to specific projects and clients
- Access to a client portal with Service Level Agreement (SLA) monitoring
- Comprehensive reporting capabilities for both project management and financial evaluation.
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
Integrations
Microsoft Dynamics 365
No
Microsoft SharePoint
No
PANTHEON Farming
Yes
QuickBooks Online
No
QuickBooks Online Advanced
No
SAP Concur
No
Sage Intacct
No
Salesforce
No
Integrations
Microsoft Dynamics 365
Yes
Microsoft SharePoint
Yes
PANTHEON Farming
No
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
SAP Concur
Yes
Sage Intacct
Yes
Salesforce
Yes
Pricing Details
€129/month
Free Trial
Yes
Free Version
No
Pricing Details
$20 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
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)
Yes
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
UnitPick
Founded
2021
Country
Croatia
Website
unitlook.com
Vendor Details
Company Name
Upland Software
Founded
2012
Country
United States
Website
uplandsoftware.com
Product Features
Professional Services Automation
Billing & Invoicing
Yes
CRM
No
Client Portal
Yes
Collaboration Tools
Yes
Document Management
No
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
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