Project Pulse PSA

100% Native Salesforce Professional Services Automation Solution

Featured Clients

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What Our Customers Think

Folks who love Project Pulse

We have found Project Pulse to be a very strong solution. Great initial feature set and we worked closely to customize it to our unique requirements. Integration with other Salesforce features and apps has greatly streamlined our workflow

- Wayne Burwell, Director @ Chipworks

Project Pulse has proven to be a powerful addition to our Salesforce suite as it allow us to link our project delivery, sales and management teams together on one platform with real-time information flowing between the teams.  With fast and efficient support the Configero team have helped to ensure a successful adoption by our business

- Michael Mortenson, Enterprise Solutions Manager @ VitaGroup

Project Pulse increased our efficiency and gave us back visibility and control over our projects. The support team is fantastic as they worked closely with us to understand our needs and meet our expectations

- Corrado Marra, GM @ New Energy Group

Don’t Just Manage Projects. Manage Profits!

Project Pulse is an Enterprise-wide, collaborative app that integrates sales, delivery and financial operations

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Project Management

Reduce time and effort associated with administrative tasks – less time in the project management tool, more time managing projects.

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Resource Forecasting & Utilization

Fully utilize resources and measure performance and profitability by business unit, region, project, resource and more.

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Billing & Financials

Recognize and manage revenue as part of the service delivery process, not just within finance/accounting silos.

Capacity Planning & Resource Utilization

Resource Capacity & Utilization

Service Delivery

Project Pulse provides highly optimized role-based views for each type of user, enabling project and staff members to focus on completing their work and ensuring customer success instead of spending time inside a PSA tool.  Some of the key features are:

  • Grid-based UI which enables faster access and management of important project data
  • KPI tracking indicators for project hours, cost, revenue, schedule and time logged which free up Project Managers to focus on managing projects for successful completion
  • Flexible resource forecasting and utilization views for intelligent project staffing and proactive hiring.  Rollup utilization metrics by role, division, region or any other user defined category for an enterprise view of your most important assets
  • Record level Chatter integration enabling project collaboration

Automated Real-time Billing & Financials

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Finance

Project Pulse automates the labor-intensive manual processes associated with financial month-end close and provides real-time visibility into the financial health of your service operations, including:

  • Real-time revenue forecasting for booked and active projects
  • Automation of revenue recognition reporting to support month-end close financial processes
  • Automation of billing charge generation based on the financial model assigned to each project
  • Single-click billing charge approvals
  • Single-click customer invoice generation with flexible billing charge rollups
  • Enterprise financial and billing reporting providing CFOs a portfolio view of financial operations

Operational & Financial Dashboards

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Management

Project Pulse provides an integrated solution uniting sales, service delivery, financial, billing and invoicing processes, ensuring that your business is running at peak efficiency. Important features for executive management include:

  • Executive level reports and dashboards illuminating key business metrics
  • Portfolio level tracking indicators to provide visibility into project performance
  • Elimination of time consuming manual processes associated with financial reporting, billing and invoicing
  • Highly customizable solution that can be uniquely tailored to specific customer requirements

Being a 100% native Salesforce application, Project Pulse can be easily integrated with other AppExchange apps such as order management,  expense management or accounting.

Automated Project Generation from Opportunities

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Sales

Project Pulse addresses challenges that account reps face when creating complex service quotes, by providing answers to the following key questions:

  • When can we start this project and how long will it take?
  • How much will this project cost to deliver?
  • Who is available to work on the project?

Project templates, Drawloop/Conga and Docusign/Echosign integration, Chatter and financial automation make estimating, generating quotes, closing deals and following the project progression a breeze.

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Video Tour Of Project Pulse

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Simple per user/per month pricing

You can mix plans and only get the licenses you need!

Core PM

$55/ mo

  • Project Management
  • Time Tracking
  • Resource Utilization
  • Resource Forecasting
  • Billing
  • Financials
  • Sales Integration
  • Fully Customizable

Financials

$75/ mo

  • Project Management
  • Time Tracking
  • Resource Utilization
  • Resource Forecasting
  • Billing
  • Financials
  • Sales Integration
  • Fully Customizable

Try Project Pulse Today!

Let us show you how Project Pulse can streamline and automate your service delivery.

GET STARTED

Have a question? Give us a call 770.653.7997.