We’ve been there too. We grew our service businesses with spreadsheets and homegrown applications, which resulted in inefficiencies and lost revenue. That’s why we built a first-of-its-kind vertical SaaS platform to supercharge the growth of tech-first service companies.
However In practice, many companies leverage alternate tools to track productivity and adopt the standard approach of using predetermined weekly hours while invoicing.
Unfortunately, the current PSA tools continue to be centered around timesheets, leading to a myriad of challenges.
SuccessPro is the only customer PO and effort – centered solution that works across different levels of scale and complexity. It enables:
So you can concentrate on what truly matters: Profitable growth
Take the guesswork out of margins with real-time visibility of project and customer-level profitability. Significantly enhance margins and scale revenue through best practices and AI/ML-powered recommendations.
Struggling to identify the right metrics to track? Demystify metrics that matter. Analyze service KPIs essential for optimal business health and track them through smart reports. Map, measure, and manage every metric for better decision-making with real-time insights.
Upgrade to processes built around Customer POs, taking into account the CRM, delivery, and finance systems to reduce reconciliation challenges. Maintain error-free, undisputable records for every project line.
Streamline billing to cut down on DSO delays and improve cashflow significantly. Ensure 100% accuracy and timely delivery of invoices aligned with POs, through confirmation of project hours, milestones, expenses and charges.
Maximize the efficiency of senior executives in sales, finance and delivery teams through automated, streamlined processes.
Free up the bandwidth of your smartest minds from deep-work on spreadsheets to focus on more important matters, like customer satisfaction and profitability.
Optimize resource allocation and utilization by getting visibility into project demands and resource availability. Avoid costly bottlenecks and reduce revenue leakage through intelligent resource planning and forecasting.
Services Billing
Seamlessly accommodate any customer billing preferences such as T&M, fixed-fee, managed services, recurring, subscription-based, overage billing, or a blend. Set automated - processes to trigger event-based invoicing by milestones or effort confirmation. Double down on projects that make you win with visibility on margins and resource utilization.
Services Costing
Never lose another penny to unnecessary, inflated costs! Improve margins and cashflow by tracking project-level cost elements with precision. Manage internal project costs efficiently. Improve profitability with insightful costing analysis. Simplify global operations by accurately allocating average or actual payroll costs across multiple locations and currencies.
Services Analytics
Take proactive decisions to exceed customer expectations and profitability without spreadsheet sorcery. Enhance efficiency with real-time - AI/ML-powered analytics, covering revenue-at-risk, utilization rates, project profitability, and more. Access expert reports instantly- for actionable insights at your fingertips.
Services Revenue Management
Proactively identify and address revenue leakages to maximize profitability. Streamline revenue recognition and deferral process ensuring compliance with ASC 606 and IFRS 15 standards while reducing period-close cycles. Gain visibility into margins, resource utilization, and project performance to capitalize on successful initiatives and scale effectively.
Help your team to make winning moves with
role-based access control
and data permission sets.
SuccessPro supercharges finance team by enabling them to raise invoices promptly, monitor revenue-at-risk, pay contractors efficiently, simplify reconciliations and minimize data-entry. It relieves the team from the task of chasing sales and delivery teams for billing confirmations and pending documents, allowing them to stay compliant and maximize cashflow.
Delivery teams are great at execution but don’t understand PSAs. Our AI/ML-powered platform empowers them to efficiently plan, set up and adjust resource allocations across multiple projects with a variety of billing models. It improves visibility of available capacity including investments, overheads, and extended leave employees. It helps them oversee the project delivery SLAs and financial health, while seamlessly confirming milestones and effort.
Sales teams end up spending too much time on redundant tasks, reducing their bandwidth to acquire new clients and expand revenue for the existing accounts. The platform provides visibility on customer-level margins, revenue risks and compliance. It also helps improve renewal rates and retention.
Built by & for founders, the platform helps them operate their business efficiently by monitoring real-time business health and AI/ML margin improvement insights, to M&A and investor readiness, keeping the business compliant.
We are not ordinary, and neither are you. We're always looking to hire smart, curious, and forward-looking individuals.
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