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About

Planview ChangePoint enables end-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability. ChangePoint Services Automation (SA) is an end-to-end Professional, Managed, and Embedded services software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract and project management, to invoicing and revenue recognition, ChangePoint SA drives efficient orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth. Groups all key customer lifecycle information in a way where everything makes sense. Never lose sight of who your key customer contacts are, so you can reach them when needed. Know your customer lifecycle health, immediately, based on the most important KPIs. Discover every aspect of the customer lifecycle and capitalize on every financial opportunity.

About

Reimagining technology procurement and funding by combining payments, predictive pricing, financing, and a seamless quote-to-cash process into one platform. Flexible payment options to close faster, embedded into sales. Get funded now leveraging your existing recurring revenues. Get paid now even though customers pay later. Align payments to Ratio with customer payments. Unlock capital for growth from your own assets without dilution or debt. No monthly payments are required for Ratio unlike venture debt and revenue-based financing. Pick and choose which contracts to sell based on your cash flow needs. The Ratio team is made up of experienced SaaS and finance executives, serial entrepreneurs, builders, and dreamers. Equity is a critical piece to building your company and compensating your team. Taking strategic capital from Ratio involves no dilution from selling equity or issuing warrants.

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

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.

Audience

Companies seeking a solution to manage their recurring revenue contracts, close more deal, implement payment options, and get funded

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.
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

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 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:

Review this Software

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

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

Company Information

Ratio
Founded: 2021
United States
www.ratiotech.com

Alternatives

Alternatives

Cora PPM

Cora PPM

Cora Systems
Nue

Nue

Nue.io
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

Integrations

NetSuite
Chargebee
Clear Books
Cognita
EnNovate
FreeAgent
FreshBooks
KashFlow
Microsoft Dynamics 365
Plaid
QuickBooks Desktop Pro
QuickBooks Online
Recurly
SAP ERP
SOFTRAX Revenue Management System
Sage 50
Sage Accounting
Stripe
Sugar Sell
Xero

Integrations

NetSuite
Chargebee
Clear Books
Cognita
EnNovate
FreeAgent
FreshBooks
KashFlow
Microsoft Dynamics 365
Plaid
QuickBooks Desktop Pro
QuickBooks Online
Recurly
SAP ERP
SOFTRAX Revenue Management System
Sage 50
Sage Accounting
Stripe
Sugar Sell
Xero
Claim Planview ChangePoint and update features and information
Claim Planview ChangePoint and update features and information
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Claim Ratio and update features and information