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
I'm a Journyx user, but have never undergone training. (There are a couple of things I'd like to do better.) Does the company offer webinars or walkthroughs?
We are users of OpenAir and have a love/hate relationship with it.
The user interface, although improved, is still clunky. The reporting is challenging, although we can extract the information we need the number of clicks required to get the data we need coupled with the user experience to... Read more
I am an ex Zoho user and utilized Card Munch, Constant Contact, the office plug in. I utilized the app as my central contact source and stored emails, notes, tasks, campaigns, projects, etc.....
Can you let me know how it compares to apps such as Zoho? Obviously the easier to streamline the... Read more