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About

PSOhub is professional services automation software that brings the entire project delivery cycle into one platform. It combines project management, task management, resource and capacity planning, time and expense tracking, project accounting, budget and margin tracking, and billing, so everything from a won deal to a paid invoice lives in one place. It is built to work natively with HubSpot. Deals in HubSpot become projects in PSOhub automatically, time logged against a project connects back to the deal, and you keep one connected customer view across sales and delivery. No middleware, no manual re-entry, no separate systems to reconcile. PSOhub brings project management, planning, time tracking, and billing into one data model, so your operational data is AI-ready from day one.

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

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

Professional Services Organizations

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.

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

$12.50 per user per month
2 months free when paid annually
Free Version
Free Trial

Pricing

Changepoint 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

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.8 / 5
design 4.8 / 5
support 4.5 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • PSOhub integrates well with our consulting firm in terms of time management / invoicing HubSpot / QuickBooks.
  • PSOhub has given us the ability to manage our projects and keep our customers informed of progress. Being able to set dependencies so customers can see when and what actions they need to complete to keep projects on track. We particularly benefit from the hours booked and hours completed summary.
  • PSO Hub has given us more insight into how our professional services projects are running and we can break them down into tasks, making it easy for us and the customer. It helps us assess how we can improve as well as giving us a indication of risk for our projects. The product regularly adds updates to make the workflow more efficient too.
  • Very simple to use time tracking software! I use it weekly to track my consulting hours for my clients.

Cons

  • The quote feature doesn’t fit our process. Specifically, we need the ability to send contracts and the quote feature has limited length and ability to include our terms of service.
  • Custom reporting could be better. Currently, this is done via an OData feed.
  • Sometimes it is a bit slow, but thats software from time to time.
  • Some times it is slow to load! Probably due to the other consultants using the software at the same time.

Pros & Cons from Real Users

Pros

  • I like that Changepoint Services Automation eases PPM processes even when not connected to the internet as it has offline mode feature.

Cons

  • I do not have anything that dissatisfies me when using Changepoint Services Automation.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

PSOhub
Founded: 2020
Netherlands
www.psohub.com/en/

Company Information

Planview
Founded: 1989
United States
www.planview.com/products-solutions/products/changepoint/

Alternatives

Alternatives

Cora PPM

Cora PPM

Cora Systems
Metric.ai

Metric.ai

Measured Analytics
BigTime

BigTime

BigTime Software
NetSuite SRP

NetSuite SRP

NetSuite

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

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

Integrations

Microsoft Dynamics 365
Salesforce
Cognita
EnNovate
Exact
HubSpot CRM
HubSpot Customer Platform
Moneybird
NetSuite
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Sugar Sell
Teamwork.com
Xero
Zapier
bexio

Integrations

Microsoft Dynamics 365
Salesforce
Cognita
EnNovate
Exact
HubSpot CRM
HubSpot Customer Platform
Moneybird
NetSuite
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Sugar Sell
Teamwork.com
Xero
Zapier
bexio
Claim PSOhub and update features and information
Claim PSOhub and update features and information
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