Unit4

Unit4 PSA Suite

3.5 / 5 12 reviews

Who Uses This Software?

All professional services Organisations; Vertical IP solutions for Accountants, Architects, Consultants, Engineers, Legal Professionals, IT Professionals, Marketers & NGO's.


Average Ratings

12 Reviews
  • 3.5 / 5
    Overall
  • 3 / 5
    Ease of Use
  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Unit4
  • www.assistancesoftware.com/
  • Founded 1990
  • Netherlands

About Unit4 PSA Suite

An end-to-end business administration solution, from funnel to cash: from the first contact with lead till sending the invoice. The solution is built on Dynamics 365 and offers full contract & project managament, incl project and budget planning. Resource Management with utilization and availability overview. Project accounting and a full accounting module, incl. forecasting. Invoicing & HR/HCM Management.


Unit4 PSA Suite Features

  • Billing & Invoicing
  • Client Portal
  • Collaboration Tools
  • CRM
  • Document Management
  • Portfolio Management
  • Project Management
  • Proposal Generation
  • Quote Management
  • Resource Management
  • Time & Expense Tracking

Unit4 PSA Suite Reviews Recently Reviewed!

PSA Suite does what it promises, nothing more nothing less.

Aug 22, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Since it works with O365 Dynamics CRM, it's accessible from anywhere at any given moment. Which is a plus for mobility and flexibility.

Cons: It's limited in its custimisation options and capabilities. This severly limits the monitoring functions that we need from PSA.

Providing broad & flexible features, but usability should be reviewed.

Aug 21, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Function: Provide many features.
Accessibility: cloud-anywhere access.
UI & UX: Flexible & customizable.

Cons: Function: provide multiple features but not a complete or at its finest setup [usually halfway or need more steps]
Data integration: not fully integrated with O365 data [contacts & users], data get messed migrated from PSO, out of control in data migration from PSO.
UI & UX: duplicate menu in many area.

I have a feeling that PSA experts have no PSO knowledge hence building & migrating is out of control. Cloud approach is better but PSA need to be more solid & must be very compliance with PSO data.

Overall: Hope to have full featured & anywhere access solution with great reports capability.

I use PSA to invoice our clients.

Aug 21, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: There are many tasks that can be taken care of with this software. It is user friendly. you can figure things out easily.

Cons: The views don't stay the same. There are a few to many steps to achieve certain tasks. The date default will not let you change it and the save button is too small .

Works for Our Business Needs

Aug 21, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is well integrated with Dynamics and works exceptionally well for work flow and business flow use.

Cons: When you are looking to to create a workflow that uses the Projects and Opportunies it can be rather difficult to get the two working with each other so that you have all the fields you need.

Overall: with the PSA System we know all of the projects that are currently set up and using this working towards getting forcasting and current workload through Power BI

Gives us a very good control of our projects

Aug 18, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: That it offers good control of the projects and of how all our employees use their time. We can easily see when a project have used more hours than estimated.

Cons: That it is quite complex and not always easy to use. I think the printing method for the project plan should have been better. As it is now we need to make a separate project plan because the plan set up in PSA can not be used to send the customers.

Good Product, nice integration, but a few bugs and requests for improvement and new functions

Aug 12, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Integration in CRM, functionality around invoicing and hour rates. great role management and good information base.

Cons: Quality, Performance, Missing innovation on Project and HR functions. Would like to have flexbililty on mobile apps. More Reporting. Ressource Planning is unusable for us. a better calender integration would be great.

Overall: Accurate Project Planing

We are end user and implentation Partner

Aug 11, 2017
1/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
1 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Function&Features

Cons: We have huge issues with Bugs and the most dissapointing part is that even do we take the work to Report the Bugs in Details we a) dont get properly updated on Status and b) even in new Releases old Bugs are not solved. For example the IC functionality has bad Bugs in it which even causes wrong data and it is not solved in the new Release. We are fighting Reputation issues internally and externally with Customers.

Outstanding! PSA out-of-the-box brought enormous value to our organization.

Aug 10, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: We like things about PSA, but #1 has to be it is an extension of Microsoft Dynamics 365. We use the online version and appreciate the SaaS model, as it makes our lives easier.

Cons: We have home grown our own dashboards in the absence of a Power BI content pack. We would be glad to support the development of a PSA content pack.

Unfriendly ux, Licensing expensive, non-customer oriented support

Aug 10, 2017
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: Mostly works and does basically what promises, and does not often lose data. Use of the product is limited however.

Cons: Hard to use, no additional value over Dynamics 365, unfriendly and non-helpful support, impression that intent is just to gouge money out of customers

Overall: It offered professional services automation functionality before similar was available in Dynamics.

Generally, it is a decent project management tool. The reporting can be challenging.

Aug 10, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Great timekeeping functionality. Easy to input time and charge to the right project. Also easy to update and/or change entries.

Cons: Creating reports for budget vs. actual is hard to do. Also, depending on which section you are looking at (actuals, details, project item activities), the hours do not tie.

Overall: Time keeping and invoice management.

it can integrate with outlook to facilitate time recording

Aug 10, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: that it integrates with outlook and so it allows me to set my calendar and get all the information in for my hour reporting

Cons: is not that fast, but it is expected as it is a web application. it depends from where i'm connecting. bugs have been fixed

Overall: allows me to put my hours in for efficiency and register expenses

Not impressed.

Aug 10, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: The integration with CRM allows for easy customizing. Other things that I like most are actually CRM standard features, like list views & charts.

Cons: Gantt Charts do not factor in business closures as non-work days. And the customer support has really let me down in the past. I have quit contacting support because "upgrade to version X" is not a sufficient response to resolve issues. Instead, we just custom fix our issues to the best of our ability in order to avoid contacting the Assistance PSA helpdesk.

Overall: Integrated time tracking & project management tool with our existing sales tool. We previously were using 3 separate solutions.