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Changepoint Services Automation (SA) Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.6
ERP, Professional Services Automation

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Description of Changepoint Services Automation (SA)

Changepoint Services Automation (SA) is an end-to-end Professional, Managed, and Embedded services software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract and project management, to invoicing and revenue recognition, Changepoint SA drives efficient orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth.

Reviews

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Type of review

Revainrating 4 out of 5

Great for contract management: Changepoint Services Automation (SA)

The tool was easy enought to learn when we started using it but I had issues with getting my billing information in order so that change point could start processing our first invoice. It took me some time before i realized how complex this process can be if you are not familiar with accounting systems like Quickbooks or Xero etc. But once your able to get past that hurdle there isn't anything bad about change points service automation. We were managing all our contracts from one place which…

Pros
  • Easy integration
  • Ability for clients/contractors make edits directly.
  • Great support team!
Cons
  • Need more training videos available
  • Would love an option within CPaaS product called "CP Inbox"

I have used this product in my current role as Project Manager within our organization where we use change point automation tool which works very well with us so far! Nothing much dislike about it except that sometimes there are minor bugs but they get fixed quickly by support team when contacted through ticketing system or email from their side! Great Product overall great experience working here at least till now!! Highly Recommended if you're looking into any tools like these then go ahead…

Revainrating 5 out of 5

Ease Cash Flow & Help Manage Inventory

The ability to have multiple clients with different billing cycles allows us to better plan our month to meet client's needs. We also are able to see what has been billed vs. paid in real time which helps with cash flow. It would be helpful if we could change how payments were received so they can go directly into our accounting system instead of having to manually transfer them from their website to ours after each payment was made. This process takes about 10 minutes per week but it makes…

Pros
  • Real time view, easy setup.
  • Ability/speed is faster than excel tracking
  • Very flexible solution allowing you flexibility & control where needed most!! No complaints!!!
Cons
  • Mostly okay, but...