Planview ChangePointPlanview
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Related Products
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About
Belvak is an all-in-one business operations platform for service companies of 5 to 50 people: IT agencies and MSPs, consultancies, contractors, and creative agencies.
It connects the work you sell, the work you deliver, and the money you collect in one system, so you see cash and margins now instead of at month end.
Modules: Proposals, Invoicing and Payments, Project Management, Project Archive, Maintenance Contracts, Employee Management, Time Tracking, Recruitment, Client Management, Analytics and Reporting, and an AI assistant that answers questions about your own data.
Invoice in more than 50 currencies with 12 templates, run recurring billing and maintenance contracts, track billable hours against project margin, and manage hiring and payroll without a second tool.
Integrations: Stripe, Slack, QuickBooks, Zapier, plus a REST API and webhooks.
Free for 1 user, no credit card. Professional is $49 per month including 5 users, then $8 per extra user.
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About
Planview ChangePoint is a Professional Services Automation (PSA) platform automating the Orders-to-Cash lifecycle for services organizations, from CRM and opportunity management through contract execution, delivery, billing, and revenue recognition in one application.
Key capabilities:
• Engagement management separating financial contract terms from project delivery, supporting Fixed Fee, Time and Materials, and Mixed billing within one engagement
• Resource planning with demand and capacity analysis, skills-based search, and utilization tracking
• Project and program management with multi-level WBS, stage-gate workflows, and earned value analysis
• Time and expense management with configurable approval workflows
• Direct billing and revenue recognition, with multi-currency and multi-jurisdictional support
• Embedded Cognos Analytics reporting across all modules
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Service companies of 5 to 50 people worldwide: IT agencies and managed service providers, consulting firms, digital and creative agencies, contractors and freelancers, staffing and recruitment agencies, accounting and law firms, facilities management and AMC companies, and event management companies.
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Audience
For professional services leaders, executive leaders, as well as project and resource managers responsible for successfully overseeing the entire quote-to-cash cycle - meaning anyone who needs to deliver, manage, and oversee each financially successful delivery services delivery engagements from a single integrated solution.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$49/month for 5 users
Free plan available (no credit card required). Professional plan: $49/month including 5 users, then $8/month per additional user. Annual billing: $468/year including 5 users, then $72/year per additional user. All features included in the Professional plan - no per-module pricing.
Free Version
Free Trial
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PricingChangepoint Services Automation (SA) has not provided pricing information for this product or service. This is common practice for software vendors and service providers. Contact Changepoint Services Automation (SA) to obtain current pricing.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBelvak
Founded: 2024
Lebanon
belvak.com
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Company InformationPlanview
Founded: 1989
United States
www.planview.com/products-solutions/products/changepoint/
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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Integrations
Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Slack
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Integrations
Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Slack
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