KEBS

KEBS

KEBS AI
Synergist

Synergist

Synergist Express
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About

KEBS.ai is an AI-powered Professional Services Automation (PSA) platform built for consulting, IT services, and professional services firms. It connects the entire Quote-to-Cash lifecycle, bringing CRM, sales, quoting, project delivery, resource management, project financials, time tracking, billing, and revenue intelligence into one unified platform. With AI-powered insights and intelligent agents, KEBS.ai helps businesses improve utilization, identify revenue leakage, control project margins, forecast revenue, and make faster, data-driven decisions. By connecting pipeline, projects, people, and profit, KEBS.ai gives services organizations real-time visibility and control from the initial opportunity through project delivery and final invoice.

About

As an agency grows, with information often stuck in people’s heads or spread across multiple systems, it’s easy to lose control, waste time and harm profits. Agency management software brings together everything you need to manage your projects, people, clients and financials in one place. Saving time, letting everyone see the information they need, and giving you real-time data to make informed decisions that power your agency’s performance and profitability. Intelligent agency management software brings all your operations into one place, giving you clear visibility of how your agency is performing, which areas are the most profitable and how well you’re using capacity. With clear insights into how profitable each project and client is, you can see where your areas of focus need to be, and where there’s room for improvement. Generating accurate quotes can eliminate under-quoting and over-delivering, while billing plans can ensure smooth regular payments.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Mid-market and enterprise professional services organizations, including IT/ITeS firms, consulting companies, BPOs, GCCs, and product engineering teams that need integrated project, resource, and financial management.

Audience

All-in-one agency management software for anyone

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$19 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • KEBS is easy to use and brings everything we need into one place. I can track deals, projects, and revenue without switching between tools. It saves time and reduces manual follow-ups.

Cons

  • There is a small learning curve at the beginning, especially when using all features together, but it gets easier once you start using it regularly.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

KEBS AI
Founded: 2018
United States
kebs.ai/

Company Information

Synergist Express
Founded: 2003
United Kingdom
www.synergist.co.uk

Alternatives

Alternatives

BQE CORE

BQE CORE

BQE Software
Scope

Scope

The Virtu Group
UnitLook

UnitLook

UnitPick
NetSuite SRP

NetSuite SRP

NetSuite
Avaro One

Avaro One

Avaro Technologies Ltd.

Categories

Categories

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

Project Management Features

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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

Project Management Features

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

Job Costing Features

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Integrations

GROW with SAP
Jira
MYOB
Microsoft Dynamics 365
Microsoft Teams
QuickBooks Enterprise
QuickBooks Online
SAP SuccessFactors
Sage 50
Salesforce
Tally
Xero
Zoho CRM

Integrations

GROW with SAP
Jira
MYOB
Microsoft Dynamics 365
Microsoft Teams
QuickBooks Enterprise
QuickBooks Online
SAP SuccessFactors
Sage 50
Salesforce
Tally
Xero
Zoho CRM
Claim KEBS and update features and information
Claim KEBS and update features and information
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