PSA – Professional Services Automation with SugarCRM
CRM Solution
Streamlining Professional Services Operations for Effective Delivery and Profitability
Let professional services be tracked with SugarCRM’s new set of modules, projects, milestones, timesheets, resources and billing rates.
Easy to Use PSA Add On for SugarCRM
Bring Sales and Professional Services delivery together in one Platform.
Sales Opportunities and Quotes with Profitability
Let the sales opportunities and quotes give an ability to indicate profitability during the sales process. Let quotes give an opportunity. While the customer gets his pricing, the salesperson and the management gets the profitability from the quote. And let the discounts be based on the overall profitability of the quote rather than competition.
Project Management that can keep Projects Profitable
Manage Projects effortlessly with cost and margins guiding at each stage of the project.
- Let the project be planned with milestones, tasks and resources with the cost of the project being monitored at every stage
- Define milestones, tasks and allocate resources effectively for getting maximum profitability.
Resource Management that helps Accurate Resource Utilization
Get a comprehensive view of the resource availability so that workload is distributed evenly and effectively based on profitability. Planning is smooth as we get insights into capacity and demand.
Let team and individual resource see their availability and utilization.
Productivity with Timesheets and Time Tracking
Let employees submit their timesheets with the help of a timer or manually. Let the work output of the project be calculated as things happen. Let the timesheets be used to invoice the customer for time and material projects. And timesheets and the cost of the resource be used to know the current profitability of the project.
