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Prolisk: Professional Services Automation (PSA) by Cloudwharf

Your Gateway to Intuitive Project Management and Financial Oversight

Overview

  • 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 Management
Event Management
Time & Expense
Industries
High Tech
Professional Services
Personas
Business Operations Manager
Consultant
Designer
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

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