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DAY ONE for Professional Services
One operating view from Prospect to Payment
- Industries
- Healthcare & Life SciencesHigh TechProfessional Services
- Business Need
- ProductivityAnalyticsFinance
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
DAY ONE is the professional services operations platform on Salesforce — one view from Prospect to Payment. Scoping, delivery, time, costs, WIP, and invoicing in a single governed spine, on the same customer record.
Highlights
One operating view from Prospect to Payment on Salesforce.
Every invoice line traces back to time, costs, and approvals.
Audit-ready WIP register — month-end is a process, not a guess.
Governed workflows with real process gates and clear ownership.
Scoping, quoting, and rate card management with margin checks.
Time capture, delivery tracking, and change control in one place.
Capacity planning and utilisation visibility across your firm.
AI grounded in structured data with auditable source links.
Works with your existing Salesforce org or as a bundled edition.
Provider Details
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
DAY ONE is the professional services operations platform built on Salesforce — one operating view from Prospect to Payment. We solve the "messy middle" between winning work and getting paid. No more stitching together spreadsheets and disconnected tools to manage proposals, delivery, time, costs, WIP, and invoicing. DAY ONE consolidates that entire chain into a governed spine on Salesforce — one source of truth, one customer record. What makes us different: - Every invoice line traces back to time, costs, approvals, and contract rules - Month-end is a process, not an investigation - Real process gates with clear ownership, not just fields and layouts - AI grounded in structured data with auditable source links - Works with your existing Salesforce org, or available as a bundled edition Our values: evidence before promises, pragmatism over complexity, security built in not upsold. We build governed solutions that teams actually adopt. DAY ONE is trusted by consulting, IT services, and marketing firms to grow profitably without operational drag.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Contact us for more information on our different license types. Prices quoted are for existing Salesforce customers and do not include any add-on products.
Consultant
$17 AUD/user/month
Manager
$34 AUD/user/month