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CloudBlue PSA

Professional services automation (PSA) software providing the maximum degree of process automation.

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About

The next generation professional services automation tool. Complete PSA package for commercial companies and software companies.

Features

Access Controls/Permissions
Accounting
ACH Payment Processing
Activity Dashboard
Activity Tracking
Ad Hoc Reporting
Alerts/Escalation
Alerts/Notifications
Appointment scheduling
Approval Process Control
Approval Workflow
Artificial and Machine Intelligence learning
Assignment Management
Attendance Management
Attendance Tracking
Audience Targeting
Audit Management
Audit trail
Automated Quote
Automated Routing
Automated scheduling
Automatic Billing
Backup & Recovery
Bank Reconciliation
Behavior Analytics
Bid Management
Bid Management Pricing
Billable and Non-Billable Hours
Billing
Billing Portal
Billing Rate Management
Budgeting & Forecasting
Budget Management
Business Process Automation
Calendar and Reminder System
Calendar Management
Call Center Management
Campaign Management
Capacity Management
Cash Management
Change Management
Collaboration tools
Compliance Management
Compliance Tracking
Configuration Management
Consolidation/Grouping
Contact Database
Contact Management
Contractor Management
Conversational intelligence
Corporate Credit Cards
Cost Tracking
CRM
Cross-Channel Attribution
Customer Database
Customer Management
Customer Portal
Customizable Branding
Customizable Fields
Customizable grading
Customizable Invoices
Customizable Reporting
Dashboard
Data Enrichment
Data Import and Export
Data Visualization
Deadline Management
Dependency Tracking
Discount Management
Document Management
Drag and Drop
Duplicate Payment Alert
E-Commerce Management
Electronic payments
Electronic Signature
Email Management
Email Marketing
Employee Database
Employee Management
ERP integration
Expense Control
Expense Reimbursement Request
Expense Tracking
File sharing
Financial Analytics
Financial Management
Forecasting
Forms Management
Full-Text Search
Gantt/Calendar Overview
Goal Setting/Tracking
Helpline Management
Human Resource Management
Idea Management
Incident Management
Interaction Tracking
Inventory Management
Invoice Management
Invoice Processing
Issue Auditing
Issue Management
Kanban Board
Knowledge Base Management
Knowledge Management
KPI Tracking
Launch planning
Lead Capture
Lead Distribution
Lead Management
Lead Qualification
Lead Segmentation
Leave Management
License Management
Macros and standard responses
Maintenance Management
Maintenance planning
Management Training
Marketing Automation
Marking
Messaging
Milestone Tracking
Mobile Access
Mobile App
Mobile payments
Mobile Receipt Upload
Multi-Channel Communication
Multiple Currency Support
Multiple Locations
Multiple payment options
Multiple Period Recurring Billing
Multiple Projects
New Order Management
Offer Generation
Opportunity Management
Order Management
Overtime Calculation
Patch Management
Payment Processing
Payment Request Management
Payroll Management
PCI Compliance
Performance Management
Performance measurement
Personalization
Pipeline Management
Planned Distribution
Post-Invoicing
Predictive Analytics
Prioritization
Process & Workflow Automation
Progress Tracking
Project Management
Project planning
Project Reporting & Tracking
Project Time Tracking
Project Tracking
Prospecting tools
Purchase Order Management
Purchasing Management
Purchasing & Receiving
Quote
Ratings and feedback
Real-Time Data
Real-Time Monitoring
Real-Time Notifications
Real-Time Updates
Recurring Issues
Reimbursement Management
Relationship Tracking
Release Management
Reminders
Remote Access & Control
Reporting & Analytics
Reporting & Statistics
Requirements Management
Resource Management
Returns Management
Revenue Awareness
Sales Forecasting
Sales Pipeline Management
Sales Reporting
Scheduling
Scorecards
Search/Filter
Security Management
Security Tools
Segmentation
Self-Service Data Preparation
Self-Service Portal
Server Tracking
Service Agreement Management
Service Catalog
Shared Contacts
Shift Shift
Shipment Management
Skills Tracking
Staff scheduling
Status Tracking
Strategic Planning
Subscription Management
Supplier Management
Supply Chain Management
Support Ticket Management
Support Ticket Tracking
Surveys & Feedback
Task Editing
Task Management
Tax Calculation
Tax Management
Team Collaboration
Territory Management
Third-Party Integrations
Ticket Management
Time and Expense Tracking
Time Management Contracts/Licenses
Timesheet Management
Time Tracking
To-do list
Usage Reporting
Vacation/Leave Tracking
Waiting List Management
Workflow Management

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