Professional Services Automation
July 7, 2020
CF
Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. This page is a place for all discussions related to professional services automation.
Popular Professional Services Automation Software Questions Discussions
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I want to be able to upload the project contract in the customer's profile to avoid having to look for details later in another place.
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G2
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common question.
common question.
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In other words we have a report that we run for our Marketing Meetings that have the different milestones (Pre-Market, Proposal-in-Progress, Submitted, Awarded, Lost and we want to see all stages every week except for Award and Lost we only want to see those that we won or lost since the... Read more
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G2
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common question.
common question.
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I have updated the dates in "Control Totals," and I also updated the dates in "Change Dates." I think my dates are correct, but it always makes me second guess...am I missing something?
Thank you,
Alannah
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G2
Verified User
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common question.
common question.
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Do your think you should add control panels and process flows, as other companies offer.
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G2
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common question.
common question.
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In my previous experience, I noticed that Accelo has tons of features. The problem is that, sometimes, the UI might be a bit confusing so, is it possible to change the UI or adjust it to get a simplified view for easier management?
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Pinned by G2 as a
common question.
common question.
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