Tabs

Tabs

Tabs.com
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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

Tabs is a modern revenue automation platform built for modern finance teams. It unifies billing, collections, and revenue operations in one flexible system—automating everything from contract-driven invoicing to revenue recognition and close management. Tabs connects directly with tools like Stripe, NetSuite, QuickBooks, Plaid, and Slack to sync data in real time and eliminate manual handoffs. Finance leaders use Tabs to configure complex billing models, manage usage-based or multi-entity revenue, and generate audit-ready reporting without spreadsheets. Its intelligent workflows handle billing, dunning, and cash application automatically, while dashboards surface ARR, MRR, and cash flow metrics across customers and entities. With enterprise-grade compliance (SOC 2 Type II, US data centers) and lightweight implementation, Tabs helps finance teams close faster, scale efficiently, and gain full visibility into the entire revenue lifecycle.

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

Businesses searching for a solution to manage and improve their B2B billing and revenue operations

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

$1500/month
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

Tabs.com
Founded: 2022
United States
www.tabs.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
Salesforce
Anrok
Avalara
Cognita
Docusign
EnNovate
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Oracle Fusion Cloud ERP
PandaDoc
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Stripe
Sugar Sell

Integrations

NetSuite
Salesforce
Anrok
Avalara
Cognita
Docusign
EnNovate
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Oracle Fusion Cloud ERP
PandaDoc
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Stripe
Sugar Sell
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