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Planview ChangePoint Logo

Planview ChangePoint

4.5
(15)

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Professional services automation software for PSOs and ESOs

(1)

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Planview ChangePoint Pricing, Features, Reviews and Alternatives

Planview ChangePoint FAQs

Q. Who are the typical users of Planview ChangePoint?

Planview ChangePoint has the following typical customers:
Large Enterprises, Mid Size Business, Small Business

These products have better value for money


Q. What languages does Planview ChangePoint support?

Planview ChangePoint supports the following languages:
English


Q. Does Planview ChangePoint offer an API?

No, Planview ChangePoint does not have an API available.


Q. What level of support does Planview ChangePoint offer?

Planview ChangePoint offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support

Planview ChangePoint product overview

What is Planview ChangePoint?

Planview Changepoint is an end-to-end professional services automation solution for services-first businesses to streamline quote-to-cash and drive profitability. Key capabilities include quote-to-cash project lifecycle management, contract definition, forecasting, project budgeting, configurable workflows, project management, task management, skills and expertise-based views, dynamic Gantt charts, revenue recognition, time and expense management, multi-currency and taxation, and interactive dashboards.

Key benefits of using Planview ChangePoint

• Manage the end-to-end customer project lifecycle for greater profitability.
• Analyze, track, and forecast opportunities and improve sales effectiveness.
• Forecast project and resource demand for successful, downstream execution.
• Orchestrate key services delivery tasks around a profit-generating lifecycle.
• Maximize resource utilization and allocation and reduce cost overruns and delays.
• Capture hours, billing, revenue, margin, and other business financials.
• Analyze services delivery data without relying on reporting teams.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
Phone Support

Training options

Webinars
Documentation
Videos

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Per month

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Planview ChangePoint features

Functionality

4.4

/5

15

Total features

41

6 categories

Most valued features by users

Third-Party Integrations
Activity Dashboard
Reporting & Statistics
API
CRM
Activity Tracking
Real Time Data
Collaboration Tools

Functionality contenders

Planview ChangePoint users reviews

Overall Rating

4.5

/5

15

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.4/10
Rating distribution

5

4

3

2

1

8

7

0

0

0

Pros
Changepoint is very stable, very reliable tool for managing our Professional Services business and was by far the best PSA tool for our business.
A great feature of the Changepoint PSA system is that administrators have the ability to customize the tool, which requires careful oversight, thorough planning, and established processes.
The software has a strong and robust data structure that can be used for effective reporting, analytics, resource planning, forecasting, project management, and much more.
Cons
The initial set up of the software can be confusing for example the set up of roles when internally we aren't organized the same way.
Changepoint PSA has not yet started to act weird on my end.
Custom integrations such as Outlook or Concur can be difficult to deploy due to data challenges.

Overall rating contenders

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