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Professional Service Automation PSA
PSA is a software use to automate services businesses like consulting firms, marketing agencies, IT services, law firms, etc. Built on SBOS Digital Transformation Platform, SBOS PSA comes in three versions: Team Version, Business Version, and Enterprise Version. Choose the version suitable for you and unleash the Power of SBOS PSA.
PSA for Teams
Boost Collaboration:
○ Centralized Storage (2GB Free): Keep your team's files organized and accessible from anywhere with our secure cloud storage.
○ Real-Time Communication: Stay connected and on task with built-in chat, notifications, and task management features.
○ Shared Documents & Notes: Collaborate seamlessly on documents and notes, with easy editing and version control.
○ Mobile & Desktop Access: Work together from anywhere on any device – phones, tablets, laptops, and desktops.
Increase Productivity:
○ Customizable Tables & Forms: Design workflows that fit your team's needs with our easy-to-use table and form builder.
○ Shared Calendars: Stay organized and in sync with a shared team calendar for scheduling meetings, deadlines, and events.
○ To-Do Lists & Reminders: Never miss a beat with individual and team to-do lists featuring notifications and alarms.
○ Virtual Office & Timesheets: Track time efficiently and manage your virtual workspace with built-in timesheet features.
Simplify Client Management (CRM):
○ Centralized Customer Contacts: Store and manage all your customer information in one place for easy access.
○ Streamlined Sales Process: Create and track quotes, contracts, and invoices to close deals faster.
○ Automated Collection Schedules: Set up automated reminders to ensure on-time payments from clients.
PSA for Business
Supercharge Your Operations (5GB Free Storage):
All the features of the Team plan, with additional storage space for large files and growing businesses.
Advanced Project Management (PMS):
○ Project Centre: Organize all your projects in one central location, with dedicated databases, resources, and task management tools.
○ Enhanced Collaboration: Improve team communication and workflow with features like task notifications, issue tracking, and change requests.
○ Project Templates: Save time and ensure consistency with pre-built project templates.
○ Progress Tracking & Reporting: Monitor project progress and generate reports to stay on track and measure success.
Powerful Financial Management (FMS):
○ Streamlined Accounting: Manage your finances with ease using our comprehensive accounting features, including charts of accounts, transactions, and reports.
○ Automated Billing & Invoicing: Save time and eliminate errors with automated billing and invoicing for customers and suppliers.
○ Financial Reporting & Analysis: Gain valuable insights into your financial health with detailed reports on cash flow, balance sheets, and income statements.
Streamlined Approvals (OA):
○ Efficient Workflow Management: Simplify approval processes for project reimbursements, payments, and various business expenses.
SBOS PSA Versions
Choose the business version for end to end automation or start small with team version. For advance customization or on premise deployment request for enterprise verson.
Team Version
  • 2GB free cloud storage
  • Self create your own custom tables and forms
  • Internal instant messaging
  • Todo tasks, notes taking, reminders
  • CRM and online excel editing
Request a free trial
Business Version
  • 5GB free cloud storage
  • Self create your own custom tables and forms
  • Internal instant messaging
  • Todo tasks, notes taking, reminders
  • CRM and online excel editing
  • Advanced Productivity
  • Contractors management
  • Project delivery management
  • Account receivable and payable
  • Process automation with OA
  • End to end process management
Request a free trial
Enterprise Version
PSA enterprise version is for larger organizations that need a highly customized solutions. It can be deploy on the cloud or on promise.
  •   Advance CRM
  •   Advaced PMS
  •   Advanced OA
  •   HR Manegement
  •   Finance Management
  •   Asset Management System
  •   Document Management
  •   Business Intelligence BI