Tenrox PSA Solution

Tenrox PSA Solution

PSA software fuels your projects from bid to bill to loyalty

4.3/5 (16 reviews)

Tenrox PSA Solution Overview

Upland PSA is the only modern Professional Services Platform that redefines Services Automation with Sales Enablement and Customer Experience Management.

It provides our customers with a robust feature set, powered by Tenrox, to fuel every need of their Services Organization. With Timesheets & Expense automation, Resource and Project Management, Project Billing, Project Financials and built-in Analytics, Upland PSA helps our customers better plan, manage and optimize their resources and projects.

Pricing

Starting from
US$20,00/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, Europe and 4 others, Germany, Latin America, United Kingdom, United States

Supported Languages

English, French

Tenrox PSA Solution Reviews

Overall rating
4.3/5
81% positive reviews
11
Excellent
2
Very good
1
Average
0
Poor
2
Terrible
Verified Reviewer

Our organization uses the software for project billing, employee time management and tracking.

Used Daily for 6-12 months
Reviewed on 2018/03/05
Review Source: Capterra

The ease of use when entering hours for projects and employee time, makes it easy for all users regardless of skill level. The benefits of having knowledgeable personnel is a valuable asset to any organization.

Pros

Very easy to use with full support if we run into any problems. The training provided to all users is 24/7 and very easy to understand. The admin is always available that is assigned to each account, giving undivided support and considered a valuable member of our team. The admin assigned to my team is available for all out weekly team calls providing answers to questions and quick follow up when needed. Very engaging staff.

Cons

In terns of adding additional applications project management setup, it seems to be limited in terms of accessing. The available applications my not be accessible to everyone depending on the role in the organization. For employee time keeping, the use of the application is easy but still has limitations in terms of approving hours or seeing individual payroll information such as vacation, sick balances. This task is simply forwarded to Payroll so the functions seem to be duplicated on the internal payroll system in addition to entering in Tenrox.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Christopher S.

An OK system for time entry - kludgy for management

Used Daily for 2+ years
Reviewed on 2018/10/16
Review Source: Capterra

Time entry and time management for assignment of personnel to jobs

Pros

The time entry and management is meant for consultants, with jobs available by name rather than project number

Cons

It is difficult to extract information about time off and assignment for users. The reports are not user readable out of the box and have to be exported to Excel for further data manipulation which is a pain and should not be necessary.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

5.0/10
Jonathan S.

Bumpy Start but We've Found Our Groove and Great Partner

Used Daily for 1+ year
Reviewed on 2016/12/21
Review Source: Capterra

We encountered some obstacles shortly after go-live that were unexpected, but the Tenrox team from support, services and development have really partnered with us to get everything working to meet our needs. Looking forward to further leveraging the tool through future software development.

Pros

Focused on and geared to help run professional services businesses

Cons

TPP is old, outdated, and not geared to meet the ever-changing business needs of today. Online Planner should resolve this.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Shannon J.

Tenrox leads with Customer Service

Used Daily for 2+ years
Reviewed on 2016/08/23
Review Source: Capterra

I've used Tenrox for a couple of years now through my job. Tenrox is an easy to use intuitive application that has enabled my organization to simplify our management of expense reporting and tracking timesheets.

Pros

Im able to cut time spent on data entry and invoicing while accelerating my processes for invoicing and expense reporting.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Tyler B.

Intuitive interface that our users found easy to adopt

Used Daily for 1+ year
Reviewed on 2016/08/16
Review Source: Capterra

This tool is flexible enough to function the way our organization does business. It has enabled us to better forecast expenses and resources with custom reports. In addition, project invoicing has been completely streamlined and we now have real-time access to invoice and budget data, which was lacking in our previous system

Pros

The mobile app is easy to use and allows us to capture detailed timesheets while on the road

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Tenrox PSA Solution Pricing

Starting from
US$20,00/month
Pricing options
Free Trial
One Time License
Subscription
Value for money

Upland PSA is a modular system that can be deployed in its entirety or in distinct modules. It is priced on a per-user, per month basis, according to the modules deployed to your organization.

Tenrox PSA Solution Features

  • API
  • Multiple Projects
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Timesheets

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Collaboration Tools
  • Drag & Drop Interface
  • Gantt Charts
  • Prioritizing
  • Progress Tracking
  • Project Planning
  • Task Management
  • Task Planning
  • Task Tracking
  • Third Party Integration

Additional information for Tenrox PSA Solution

Key features of Tenrox PSA Solution

Benefits

When Professional Services Automation is not enough, Upland PSA delivers a full solution suite to fuel a truly customer-centric business.

Proposal Automation brings Sales and Services closer together, fuelling winning proposals that align services team with customer expectations. New projects are mobilized quickly and efficiently. Knowledge fuels project excellence, with teams gaining easy access to company know-how and best practices. Throughout the project lifecycle, customer and employee feedback can be captured through multiple communications channels, to help improve service levels and project outcomes. Automated customer reference requests can help turn customers into loyal advocates.

Reinforcing the services lifecycle is the Upland Workcenter, providing a window into project performance including robust analytics into the full cycle of the suite.

GetApp Analysis

Tenrox is a leader in professional services automation, providing services to a variety of businesses throughout the world. The goal of Tenrox is to help a business manage a project throughout the service delivery lifecycle. Because Tenrox does this in real time, businesses always have an up-to-date view of the status of all projects, as well as upcoming milestones and goals.

From the bidding process all the way to billing, Tenrox PSA helps businesses stay on top of every project to avoid missed deadlines and costly mistakes. Real-time visibility gives users the ability to clearly see where resources are currently assigned for planning purposes. Employees can view, at a glance, all recent projects, current timesheets, assigned items, and more.

Tenrox PSA is ideal for any business that regularly handles projects, regardless of industry or size. With the ability to manage projects and pull reports, businesses can easily determine where resources can be shifted or where additional resources are needed.

A view of the Tenrox PSA employee dashboard

What is Tenrox PSA Solution?

At one time, all employees were located in one office, making collaboration as easy as meeting in a shared conference room at a designated time. Today’s workforce is increasingly remote, with contractors, clients, and telecommuters working alongside office staff to complete projects.

Tenrox PSA automates the collaboration process, giving users immediate visibility into what projects are in progress, which resources are allocated, and whether bills are being paid in a timely manner. Users can also view the budget for a project and determine whether the project is on track, above budget, or below budget.

An overview of a project’s budget

Tenrox PSA Solution Main Features

Project Planning

For businesses currently using solutions like Microsoft Project to manage projects, Tenrox PSA provides a much more comprehensive tool. Users can keep up with how a project is progressing and communicate with other team members directly through project workspaces. Documents and notes can be uploaded in the Project Central portal, where team members can view them from any device. In addition to adding Tasks and Milestones, businesses can also upload a work plan that will help show all team members the steps necessary to successfully see the project to completion. Time worked can also be logged in this area to help businesses with billing.

A work plan details all the steps necessary to complete a project

Project Tracking

Through Tenrox PSA’s reporting feature, businesses can pull reports on all milestones for planning purposes. With these reports, users will be able to tell immediately which milestones have been reached and which are quickly approaching.

Through Project Workflows, users can see an overview of any project, along with where approval and funding took place. These workflows are a great starting point for creating the tasks and milestones that are attached to any project.

Reporting is available for all projects

Resource Management

Team members are integral to any project, whether a business has three employees or 300. With Tenrox PSA’s resource management solution, businesses can build teams and resolve staffing conflicts. If one employee is on vacation for a portion of the time a project will be in progress, Tenrox PSA can highlight that and help businesses schedule around it.

Users can also take advantage of Tenrox PSA’s skill management features to quickly locate all employees who possess a certain skillset. If a project calls for a database administrator, for instance, a business can quickly pull all employees who possess that ability and choose resources from that list.

Users can view the work plan for a project and create workflows

Report Expenses

One of the most grueling tasks in project management is capturing billing information. Workers can track every billable hour worked on paper, but collecting that information into a report-friendly format is time-consuming and often frustrating.

With Tenrox PSA, all timesheets and expense reports interact with the rest of the system. Tenrox PSA’s Time & Expense module includes Leave Time, Review & Approval, and Multi-Tax/Multi-Currency. Inside this module, supervisors can approve time and expenses easily.

Users can access their own timesheets and timesheets of their employees.

Accurate Billing

Tenrox PSA doesn’t just help businesses manage and track projects. The system also invoices and bills clients once the work is complete. Because all systems are interconnected, errors are less likely and invoices are issued more promptly, helping businesses get paid more quickly.

The system can be set up to issue invoices once certain budget thresholds are reached, with sales tax implemented as directed by the company. Time tracking is pulled from the information logged by employees and approved by supervisors, so invoices will always reflect the latest information.

Multi Client Invoice Manager

Tenrox PSA Solution Integrations

Tenrox PSA integrates with the wide variety of applications businesses use to manage projects today. This includes Microsoft Project, which can be replaced by the myriad of project management and tracking features offered by Tenrox PSA. Whether a business wants to export or exchange data, Tenrox PSA offers Quick Connect integrations to major third party solutions such as ADP, SAP, Oracle, Paychex, QuickBooks, Salesforce.com, Microsoft Dynamics and many more. Tenrox PSA also interacts with other solutions in the Tenrox family, including its project workforce management.

Tenrox PSA Solution Pricing

Tenrox provides pricing on a personalized basis. To try the software for free, visit the Tenrox PSA website.

Tenrox PSA Solution Bottom Line

  • View workflows to ensure projects are on track.
  • Determine in advance which team members are available to work on projects.
  • Track time worked on each project.
  • Create invoices and bill clients.
  • Workflow-driven architecture makes projects easy to visualize.

Tenrox PSA Solution FAQs

Below are some frequently asked questions for Tenrox PSA Solution.

Q. What type of pricing plans does Tenrox PSA Solution offer?

Tenrox PSA Solution offers the following pricing plans:

Starting from: US$20,00/month

Pricing model: One Time License, Subscription

Free Trial: Not Available

Upland PSA is a modular system that can be deployed in its entirety or in distinct modules. It is priced on a per-user, per month basis, according to the modules deployed to your organization.

Q. What are the main features of Tenrox PSA Solution?

We do not have any information about Tenrox PSA Solution features

Q. Who are the typical users of Tenrox PSA Solution?

Tenrox PSA Solution has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Public Administrations

Q. What languages does Tenrox PSA Solution support?

Tenrox PSA Solution supports the following languages:

English, French

Q. What type of pricing plans does Tenrox PSA Solution offer?

Tenrox PSA Solution has the following pricing plans:

One Time License, Subscription

Q. Does Tenrox PSA Solution support mobile devices?

Tenrox PSA Solution supports the following devices:

Android, iPhone, iPad

Q. What other apps does Tenrox PSA Solution integrate with?

Tenrox PSA Solution integrates with the following applications:

Microsoft Dynamics CRM, QuickBooks, SAP Concur, Sage Intacct, Salesforce Sales Cloud, SharePoint

Q. What level of support does Tenrox PSA Solution offer?

Tenrox PSA Solution offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials