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About

Project Insight is strategic project, program, and portfolio management (PPM) software that gives organizations a complete picture of work across their business. By connecting projects, resources, capacity, schedules, budgets, and strategic priorities in one central command center, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, executive decision making, and AI analysis. Manage work at the project, program, or portfolio level while integrating with tools your teams already use, including Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot. Eliminate manual data reconciliation and gain visibility across departments without forcing everyone into the same system. From interactive Gantt charts and Kanban boards to resource capacity planning, financial tracking, project intake, and portfolio reporting, Project Insight connects the information leaders need to understand what's underway, who has capacity, what projects cost, and how investments support business goals. AI-powered capabilities help teams generate project templates, capture meeting action items, suggest resources, forecast capacity, and evaluate tradeoffs through what-if simulations. Whether you're moving beyond spreadsheets or managing a sophisticated PMO, Project Insight offers configurable workflows, customizable processes, dedicated onboarding support, and free view-only seats for clients and stakeholders.

About

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Project Managers, Project Management Office, PMO, IT, Software, Engineering, Professional Services, Research and Development, Marketing Agencies, Small Business, Mid-size Business, Enterprise, Integrations

Audience

Businesses of all sizes

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Plans: Free/Pro/Business/Enterprise
Try any plan for free.

Pro: $9 per user
Business: $19 per user
Enterprise: Tiered user pricing
Free Version Supported
Free Trial Supported

Pricing

$19.90/month/user
Core – from $19.90/month/user
Growth – from $32.90/month/user
Performance – from $49.90/month/user
Enterprise – Custom
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.9 / 5
ease 4.9 / 5
features 4.5 / 5
design 4.9 / 5
support 4.7 / 5

Reviews/Ratings

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

Pros from Real Users

Pros

  • Robust features for task management: Assignments, task tracking & Gantt charts. Real time workloads help optimize resource allocation.
  • Its project templates ability is very time-saving, you can deploy pre-designed templates for any type of project. Project reporting on this platform is great. The user interface is super simple and smooth. Time and issue tracking perform very well.
  • Project Insight has the budgeting part, which is vital for planning purposes. Also, Project Insight oversees the expenses that companies incur, to ensure only the accurate costs get used. Lastly, Project Insight has a workflow management strategy, suitable for time planning.
  • Project Insight provides a reliable place to manage projects and track every activity. The Gantt charts are customizable and easy to view products. The interface is clean and intuitive. Helps in project planning.
  • Project Insight has improved project, tasks and products visibility via GANTT and charts capabilities available on it.
  • For easy and remote project management no other is versatile than Project Insights. It gives us great power to easily manage work and projects. It offers a robust dashboard, great task visualization, reports, multi-screen manager, Gantt charts, and workflow management.
  • My favorite thing about Project Insight is its usability and frictionless project and task management. It helps to enhance productivity on every task and project and also gives the best visibility on its development. Project Insight is resourceful.
  • The workplace customization works very well, it helps to collaborate and centralize all of the project management processes. The user interface is easy to navigate. Its mobile app is very handy to communicate with the team. It helps to plan and provides robust reports.

Pros & Cons from Real Users

Pros

  • Score is a management application which manages our entire work process at one place. It also helps in managing our customers and sales. It plans to our projects and keep records of our results which basically increases our productivity. Daily routine tasks can be automated. Seamlessly integrate with Slack, Jira software, Harvest, Asana, Trello Basecamp and many more.

Cons

  • Loved the software. Scheduling work saves lots of time. No cons till now.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Project Insight
Founded: 2001
United States
projectinsight.com/

Company Information

Scoro
Founded: 2013
United Kingdom
www.scoro.com/

Alternatives

Jira

Jira

Atlassian

Alternatives

Float

Float

Float.com
Clusterix

Clusterix

innoscripta SE

Categories

Project Insight supports Agile, waterfall, and hybrid project management in one connected platform. Teams can manage sprints, backlogs, tasks, and Kanban boards while PMOs track dependencies, resource capacity, budgets, and portfolio performance. Native Jira and Azure DevOps integrations let software development teams continue working in their preferred tools while connecting execution data to broader business priorities. Project Insight is especially useful for organizations managing Agile development alongside traditional projects that need consistent governance, financial visibility, and executive reporting across both approaches.

Project Insight combines AI-powered project management capabilities with a connected project data backbone. AI-assisted tools help generate project plans and templates, suggest resources based on skills and availability, forecast capacity, adjust schedules, and turn meeting transcripts into tasks, risks, and decisions. What-if simulations help teams evaluate changes to staffing, budgets, and timelines. Project Insight also connects project data from tools such as Jira and Azure DevOps, supporting more reliable reporting and AI analysis. Rather than relying on AI alone, Project Insight helps organizations capture and connect the underlying data needed for trustworthy decisions.

Gantt Chart Supported

Project Insight offers interactive Gantt charts for planning, scheduling, and tracking projects of varying complexity. Project managers can visualize tasks, milestones, dependencies, durations, and critical paths while adjusting schedules through drag-and-drop editing. Intelligent scheduling updates dependent work as plans change. Cross-project Gantt views help PMOs identify overlapping schedules and monitor delivery across multiple initiatives. Unlike standalone Gantt chart tools, Project Insight connects schedules with resource capacity, budgets, task execution, and portfolio reporting, providing visibility into how timeline changes affect the broader organization.

Issue Tracking Supported

Project Insight helps organizations track project issues, risks, and action items alongside the work they affect. Teams can assign ownership, monitor progress, and maintain visibility into issues that could impact project schedules, budgets, and delivery. Unlike standalone issue tracking tools, Project Insight connects issue management with project execution, resource planning, and portfolio reporting. This gives project managers and PMO leaders a more complete picture of project health without manually combining information from multiple systems.

Project Insight helps IT organizations manage projects, resources, budgets, and delivery across multiple teams and systems. IT PMOs can prioritize incoming requests, plan resource capacity, manage dependencies, track project costs, and report on portfolio performance. Native integrations with Jira and Azure DevOps connect technical execution with broader project and portfolio planning without forcing teams to abandon their existing tools. Project Insight provides the connected project data backbone IT leaders need to understand delivery commitments, resource constraints, and how technology investments support business priorities.

Kanban Supported

Project Insight provides Kanban boards that help teams visualize tasks, manage workflow stages, and track work in progress. Users can organize task cards by status or owner, move work between columns, and update progress in real time. Kanban boards share the same underlying project data as Gantt charts, task lists, and reporting dashboards, so teams can use different views without duplicating information. Project Insight combines visual workflow management with project scheduling, resource capacity, budgets, and portfolio reporting, making it useful for organizations managing both Agile and traditional project work.

Product Management Supported

Project Insight helps product and technology organizations connect product initiatives with project delivery, resource capacity, budgets, and strategic goals. Teams can organize requests, prioritize initiatives, plan schedules, and coordinate work across departments. Integrations with Jira and Azure DevOps allow development teams to continue using their preferred execution tools while leadership maintains visibility into the broader portfolio. Project Insight is particularly valuable for organizations that need to understand how product investments compete for resources and contribute to business objectives.

Product Roadmap Supported

Project Insight helps organizations connect product and initiative roadmaps with the resources, schedules, budgets, and projects required to deliver them. Leaders can plan upcoming initiatives, evaluate priorities, identify dependencies, and understand the impact of capacity constraints. Rather than managing roadmaps separately from execution, Project Insight connects strategic plans with active project work. Integrations with Jira and Azure DevOps help organizations maintain visibility across product planning and development delivery, giving decision makers a more complete picture of what is planned, underway, and achievable.

Project Insight provides project-based scheduling and resource planning for organizations coordinating complex work across teams. Intelligent scheduling helps project managers manage task dependencies, timelines, assignments, and changes to project plans. Resource and capacity planning provides visibility into workload and availability, helping organizations identify scheduling conflicts and adjust commitments. Project Insight connects scheduling with project budgets, execution, and portfolio reporting so leaders can understand how schedule changes affect delivery. It is designed for project-based work rather than factory-floor manufacturing scheduling.

Project Insight helps professional services organizations manage client projects, resource utilization, time tracking, budgets, and financial performance in one connected platform. Teams can plan engagements, allocate resources, track billable and nonbillable time, and monitor project costs against budgets. Portfolio reporting provides visibility into delivery commitments, workload, and project profitability. With configurable workflows, client visibility options, and integrated project financials, Project Insight helps consulting and professional services teams improve resource planning, control project costs, and make informed delivery decisions.

Project Management Supported

Project Insight is project management software that connects projects, tasks, resources, schedules, budgets, and reporting in one platform. Built for growing organizations and PMOs, it supports everything from individual project execution to enterprise-wide portfolio management. Teams can plan and manage work while leaders gain visibility into capacity, financial performance, and strategic priorities. With configurable workflows, intelligent scheduling, and integrations with tools like Jira and Azure DevOps, Project Insight creates the connected project data backbone needed for reliable reporting, forecasting, and informed decisions.

Project Planning Supported

Project Insight helps project managers create realistic plans by connecting tasks, schedules, dependencies, resources, and budgets. Build plans with reusable templates, work breakdown structures, milestones, and Gantt charts. Intelligent scheduling automatically adjusts dependent tasks when timelines change, while capacity planning helps identify resource constraints before they disrupt delivery. AI-assisted planning can generate project structures and reusable templates. Project Insight connects project planning with execution and portfolio priorities, helping organizations understand not just when work should happen, but whether they have the people, time, and budget to deliver it.

Project Insight is strategic project portfolio management (PPM) software that connects project execution with resource capacity, financial performance, governance, and business strategy. PMOs and executives can evaluate project requests, prioritize investments, balance resources, monitor budgets, and track portfolio performance in one system. Unlike tools focused only on task management or dashboards, Project Insight creates a connected project data backbone across the project lifecycle. This provides the reliable information organizations need for portfolio decisions, forecasting, executive reporting, and AI analysis.

Project Tracking Supported

Project Insight provides real-time project tracking across schedules, tasks, resources, budgets, risks, and milestones. Project managers can monitor progress, identify delays, compare planned and actual performance, and track issues before they affect delivery. Configurable dashboards, status reports, scorecards, and portfolio views give stakeholders visibility into project health without manually collecting updates. Project Insight also connects data from systems like Jira and Azure DevOps, allowing PMOs to track work across multiple teams and tools. The result is a more complete, reliable picture of project performance.

Strategic Planning Supported

Project Insight connects strategic planning with the projects, investments, and resources required to execute business priorities. Organizations can evaluate new initiatives, prioritize project requests, allocate capacity, track budgets, and monitor how work supports strategic objectives. Portfolio planning and what-if analysis help leaders understand tradeoffs before committing resources. By connecting strategy with project execution and performance reporting, Project Insight gives executives visibility into whether the organization has the capacity and funding to deliver its priorities, without relying on disconnected spreadsheets and status updates.

Task Management Supported

Project Insight helps teams organize, assign, schedule, and track tasks while connecting everyday work to larger projects and portfolios. Task dependencies, intelligent scheduling, time tracking, and resource assignments help project managers coordinate work and monitor progress. Unlike standalone task management apps, Project Insight connects task activity with resource capacity, budgets, project status, and executive reporting. Teams get the tools they need to manage their work while PMOs gain a reliable view of delivery across departments and projects.

Time and Expense Supported

Project Insight connects project time tracking, expense management, approvals, and financial reporting in one system. Employees can submit timesheets, record billable and nonbillable hours, capture receipts, and track project expenses from desktop or mobile devices. Managers can review and approve submissions while monitoring actual costs against budgets. Integrations with QuickBooks and other business systems help streamline invoicing and financial workflows. Unlike standalone time and expense tools, Project Insight connects actual labor and expenses with project schedules, resource capacity, and portfolio performance.

Time Tracking Supported

Project Insight provides project time tracking software that connects actual work hours with tasks, resources, budgets, and financial reporting. Team members can enter time through task lists, timesheet grids, timers, or mobile devices. Time can also be captured from connected systems such as Jira, Azure DevOps, and ServiceNow. Managers can approve timesheets, compare estimated and actual hours, monitor utilization, and track labor costs across projects. Instead of keeping time data in a separate system, Project Insight makes it part of the connected project data backbone used for capacity planning, billing, forecasting, and portfolio decisions.

Work Management Supported

Project Insight connects work management across projects, teams, departments, and portfolios. Organizations can manage tasks, project requests, approvals, schedules, resources, budgets, and reporting in one configurable platform. Teams can work in task lists, Kanban boards, Gantt charts, and personalized worklists while leadership gains visibility into priorities, workload, and delivery commitments. Integrations connect work performed in other systems to the same reporting structure. Project Insight goes beyond organizing tasks by creating a connected project data backbone that helps organizations understand what work is underway, who has capacity, what it costs, and how it supports business strategy.

Categories

Advertising Agency Supported
AI PSA Supported
Budgeting Supported
Collaboration Supported
CPQ Supported
CRM Supported
Gantt Chart Supported
Invoice Generators Supported
Order-to-Cash Supported
Project Management Supported
Project Planning Supported
Project Tracking Supported
Purchase Order Supported
Quoting Supported
Sales Supported
Task Management Supported
Team Management Supported
Time and Expense Supported
Time Tracking Supported
Work Management Supported

Gantt Chart Features

Alerts/Notifications Supported
Capacity Monitoring Supported
Color Coding Supported
Dependency Tracking Supported
Drag & Drop Supported
Milestone Tracking Supported
Progress Tracking Supported
Task Management Supported
Templates Supported

IT Project Management Features

Bug Tracking Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Supported
Time & Expense Tracking Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Project Planning Features

Agile Methodologies Supported
Budget Management Supported
Collaboration Tools Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Prioritization Supported
Progress Tracking Supported
Resource Management Supported
Task Management Supported
Template Management Supported
Traditional Methodologies Supported

Project Portfolio Management Features

Budget Management Supported
Collaboration Supported
Dashboard Supported
Issue Management Supported
Milestone Tracking Supported
Portfolio Management Supported
Project Planning Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Task Management Supported
Time & Expense Tracking Supported

Project Tracking Features

Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Prioritization Supported
Status Tracking Supported
Time & Expense Tracking Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Supported
Collaboration Tools Supported
CRM Supported
File Storage / File Sharing Supported
Kanban Supported
Messaging / Discussion Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Supported
Workflow Management Supported

Agile Project Management Tools Features

Backlog Management Supported
Feedback Management Supported
Gantt/Timeline View Supported
Kanban Board Supported
Prioritization Supported
Request Management Supported
Resource Management Supported
Retrospectives Management Supported
Status Tracking Supported
Supports Scrum Supported
Team Management Supported
Template Management Supported
Workflow Management Supported

Issue Tracking Features

Assignment Management Supported
Dashboard Supported
Escalation Management Supported
Issue Auditing Supported
Issue Scheduling Supported
Knowledge Base Supported
Project Management Supported
Recurring Issues Supported
Scheduling Supported
Task Management Supported

Kanban Features

Collaboration Tools Supported
Dependency Tracking Supported
KPI Monitoring Supported
Milestone Tracking Supported
Multi-Board Supported
Prioritization Supported
Project Planning Supported
Roadmapping Supported
Supports Scrum Supported
Task Management Supported
Time Tracking Supported

Product Management Features

Collaboration Supported
Feedback Collection Supported
Idea Management Supported
Milestone Tracking Supported
Prioritization Supported
Product Roadmapping Supported
Release Management Supported
Requirements Management Supported
Resource Management Supported
Workflow Management Supported

Product Roadmap Features

Collaboration Supported
Content Import / Export Supported
Diagramming Supported
Drag & Drop Supported
Feature Management Supported
Milestone Tracking Supported
Prioritization Supported
Requirements Management Supported
Workflow Management Supported

Production Scheduling Features

"What If" Scenarios Supported
Automated Scheduling Supported
Bottleneck Optimization Supported
Capacity Planning Supported
Constraint Scheduling Supported
Job Scheduling Supported
Material Planning Supported
Priority-Based Scheduling Supported
Quality Control Supported

Strategic Planning Features

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Supported
KPIs Supported
Modeling & Simulation Supported
Roadmapping Supported
Scenario Planning Supported
Scorecards Supported

Gantt Chart Features

Alerts/Notifications Supported
Capacity Monitoring Supported
Color Coding Supported
Dependency Tracking Supported
Drag & Drop Supported
Milestone Tracking Supported
Progress Tracking Supported
Task Management Supported
Templates Supported

IT Project Management Features

Bug Tracking Not Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Not Supported
Requirements Management Not Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Not Supported
Time & Expense Tracking Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Project Planning Features

Agile Methodologies Supported
Budget Management Supported
Collaboration Tools Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Prioritization Supported
Progress Tracking Supported
Resource Management Supported
Task Management Supported
Template Management Supported
Traditional Methodologies Supported

Project Portfolio Management Features

Budget Management Supported
Collaboration Supported
Dashboard Supported
Issue Management Supported
Milestone Tracking Supported
Portfolio Management Supported
Project Planning Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Task Management Supported
Time & Expense Tracking Supported

Project Tracking Features

Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Prioritization Supported
Status Tracking Supported
Time & Expense Tracking Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Supported
Collaboration Tools Supported
CRM Supported
File Storage / File Sharing Supported
Kanban Supported
Messaging / Discussion Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Not Supported
Workflow Management Supported

Advertising Agency Features

Campaign Management Not Supported
Collaboration Supported
Document Management Supported
File Sharing Supported
Project Management Supported
Task Management Supported
Time Tracking Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Not Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Not Supported
Balance Sheet Not Supported
Capital Asset Planning Not Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Not Supported
Project Budgeting Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Not Supported
Order Management Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Not Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Not Supported
Process Modeling & Design Not Supported
Visual Workflow Management Supported

CPQ Features

2D Drawing Supported
3D Modeling Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Not Supported
Contact Management Supported
Content Management Not Supported
Document Management Supported
Project Management Supported
Real Time Editing Not Supported
Task Management Supported
Version Control Not Supported
Video Conferencing Not Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Not Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Supported
Task Management Supported
Templates Supported
Version Control Not Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Resource Management Features

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Supported
Drag & Drop Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Supported
Utilization Management Supported

Team Management Features

Assignment Management Supported
Commenting / Notes Supported
Goal Setting / Tracking Supported
Messaging Not Supported
Productivity Analysis Supported
Progress Tracking Supported
Project Planning Supported
Resource Management Supported
Task Management Supported
Third Party Integration Supported
Time Tracking Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Gmail Supported
Google Drive Supported
HubSpot CRM Supported
Jira Supported
Jira Work Management Supported
Microsoft 365 Supported
Microsoft Exchange Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Salesforce Supported
Slack Supported
Trello Supported
Zapier Supported
Zendesk Supported
Asana Not Supported
Basecamp Not Supported
Exact Online Not Supported
Freshdesk Not Supported
LinkedIn Ads Not Supported
Stripe Not Supported

Integrations

Gmail Supported
Google Drive Supported
HubSpot CRM Supported
Jira Supported
Jira Work Management Supported
Microsoft 365 Supported
Microsoft Exchange Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Salesforce Supported
Slack Supported
Trello Supported
Zapier Supported
Zendesk Supported
Asana Supported
Basecamp Supported
Exact Online Supported
Freshdesk Supported
LinkedIn Ads Supported
Stripe Supported
Claim Scoro and update features and information
Claim Scoro and update features and information