Unit4 PSA

Unit4 PSA

Unit4
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About

Improve your performance, and profits, with the Unit4 PSA Suite. Specifically designed for your industry, the Unit4 PSA Suite is a state-of-the-art Professional Services Automation solution to help you manage your entire business: from the first client contact to invoicing and cash collection, built on the powerful Microsoft Dynamics 365 platform. Manage your risk and compliance with the integration with WWFT/BSA/ASM, register your hours directly on the right engagement with the Mobile App with timer, and recognize all revenue and Work-In-Progress in one single solution. Get rid of time-consuming time and expense entry with the PSA Mobile App with timer, and plan your outsourced resources efficiently within the Gantt chart availability and utilization overview.

About

Built by agency veterans, Deltek WorkBook is a total agency management system that provides best practice solutions to help your agency grow. WorkBook makes it easier to focus on your clients and make strategic decisions for the future by streamlining projects, people and finance from end-to-end, giving you better control, insight and visibility at any time. Take it a step further by seamlessly connecting Deltek ConceptShare to bring online proofing into your project management workflow without losing valuable functionality. And with a Deltek Power Launch implementation, you can get up and running faster using WorkBook’s custom-designed, role-based configuration to help manage your agency better. Streamline projects, people and finance from end-to-end in one best practice solution designed to help you grow. Boost productivity and optimize utilization through better project and resource planning.

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

Companies of all sizes searching for a powerful Project Accounting solution

Audience

Project-driven organizations, including advertising and design companies, communication and PR firms, digital and web companies, consulting engineers, architects, consulting, and affiliates, reviews and ratings

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

$25 per user per month
Free Version
Free Trial

Pricing

$19.00/month/user
Starting at $19 per user / per month
30 users minimum
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • I like it because it has one of the best prices in the market for a project management software, I have really seen an improvement in my work tasks and the most efficient activity strategy building processes that I have been able to observe. I also like the interface design, I think it is very dynamic.

Cons

  • The program has not been so easy in terms of support, I have definitely had to investigate on my own about some doubts that have arisen.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Unit4
Founded: 1990
Netherlands
www.unit4.com/industries/professional-services-software

Company Information

Deltek
Founded: 1983
United States
www.deltek.com/en/products/project-erp/workbook

Alternatives

BQE CORE

BQE CORE

BQE Software

Alternatives

Copper Project

Copper Project

Element Software
BigTime

BigTime

BigTime Software

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

Advertising Agency Features

Campaign Management
Collaboration
Document Management
File Sharing
Project Management
Task Management
Time 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

Integrations

Microsoft Dynamics 365
ActiveCampaign
BI Book
Deltek Replicon Time
Dropbox
Flexspring
GoSimplo
Google Drive
Google Workspace
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Project.BI
SAP Financials
Storagepipe
Sympa
Synatic

Integrations

Microsoft Dynamics 365
ActiveCampaign
BI Book
Deltek Replicon Time
Dropbox
Flexspring
GoSimplo
Google Drive
Google Workspace
Microsoft Dynamics 365 Business Central
Microsoft OneDrive
Project.BI
SAP Financials
Storagepipe
Sympa
Synatic
Claim Unit4 PSA and update features and information
Claim Unit4 PSA and update features and information
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