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Prolisk: Professional Services Automation (PSA) by Cloudwharf
Your Gateway to Intuitive Project Management and Financial Oversight
Overview
- Effortless project management - Resource planning - Tracking of times & expenses - Utilization & forecast - Integrates seamlessly with our accounting app (Finblick) Everything you ever wanted from a PSA – with an intuitive design.
Project Management Streamline your projects, ensuring all stakeholders remain in sync. Track your progress, and maintain visibility at every step.
Resource Planning Match the right tasks with the right talents. Our Resource Planning feature gives you an eagle-eye view of your team's capacities, ensuring optimal allocation.
Time Tracking Keep tabs on every billable hour. Our intuitive system captures time with precision, so you never lose out on revenue.
Expense Tracking Whether it's a hotel stay, meal, or a commute, track all expenses effortlessly. Ensure transparency and accountability in every financial aspect.
Utilization & Forecast Gain insights into your team's performance with comprehensive utilization assessments and forecasting.
Easily Integrate Invoice and Credit Notes Generation Don’t let manual data entry hold you back. Easily generate invoices and credit notes based on times and expenses. Say goodbye to manual errors and oversights. Use our accounting app (Finblick)
Effortless project management. From project kick-off to employee scheduling and tracking time and expenses — all 100% Salesforce built. Seamlessly integrates with our accounting app (Finblick), enabling direct dispatch of invoices and credit notes from Salesforce.
Categories
- Business Needs
- Project ManagementEvent ManagementTime & Expense
- Industries
- High TechProfessional Services
- Personas
- Business Operations ManagerConsultantDesigner
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile