Compare BQE Core vs SherpaDesk vs Precursive

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86%
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88%
41%
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83%
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Crozscore:

83%
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BQE Core  screenshot view 5 more SherpaDesk screenshot view 5 more Precursive screenshot view 4 more

Software Description:

BQE Core is a self-hosted cloud service, and offers integrated business accounting, project management, and business intelligence. It can support the operations of a variety of industries, including legal services, construction, architecture, engineering, accounting, consulting, graphic and interior design, and more.

Users can submit and exchange data via email, hand-held computers, and smartphones. BQE Core supports various smartphone platforms, including the iPhone, Blackberry, and Android. The solution also comes with over 400 customizable report templates and more than 150 invoicing templates to generate vivid kind of business reports.

BQE Core offers integration with various third-party accounting software and has certified partnerships with Microsoft, Intuit, MYOB Australia, and others to ensure that businesses can extract, customize and present accurate information. The solution is suited for businesses that are looking for a professional services solution with built-in accounting and customer management functions.

Software Description:

We’ll Improve Your Business, Without Disrupting It.
Track Time Across Your Business. Automatically Generate Invoices. Make Smarter Decisions.

Our customer management software allows you and your team to stay connected to your customers whether you are in the field, on the road, or simply don’t feel like firing up your computer. The mobile application makes it easy to manage support tickets, track time, and send invoices from the palm of your hand.

This gives companies the freedom to focus on growing their business, rather than just surviving.

Our tool helps resolve customer issues, accurately track billable and non-billable time, automate invoicing and manage project profitability.

KEY FEATURES
* HelpDesk Ticketing System - manage support tickets
* Communicate through the app in your email via SherpaDesk command codes
* Manage projects
* Attach files to projects and accounts
* Communicate within projects both internally and externally
* Data reporting to measure project profitability
* Maintain company assets
* Manually calculate depreciation of assets
* Manage employees
* Integrates with accounting solutions for automatic billing
* Track time via iPhone, Apple Watch, Desktop, Droid, Chrome Extension or Email
* Apply tracked time to set hourly rates
* Apply tracked time to projects or customers
* Create To-Do Lists

Software Description:

Connect sales and project teams in Salesforce and take customer experience to the next level. Put together the right teams to win more bids with dynamic resource allocation. Stay ahead of demand and improve project performance to make customers happy!

Connect Sales and Delivery Teams
Our app is 100% native to SFDC so you can automate the creation of projects from Salesforce opportunities with customer requirements. Mobilise resources quicker, make customers happy and increase profitability.

Win More Bids and RFPs
Stay one step ahead of your customer needs. Get the right skills and knowledge onto bid teams quickly to win more deals. Be more responsive and agile than your competition.

Meaningful project data and analytics
Avoid projects going off course and costs getting out of control. Track project progress including costs and margin. Get real-time data and analytics on forecasts, revenues, and utilization.

Our customers include Agilisys, Arqiva, BT, Comcast, Essentra, Kantar Futures, SES Networks, Omnicom, RenderThat, Softcat Plc, Torrent Consulting, Unified, and WPP.

Results seen

20% revenue growth
35% reduction in costs
15% increase in EBITDA
25% improvement in customer retention

Precursive will seamlessly integrate with Salesforce CRM, CPQ, Field Service and Wave Analytics. We are the preferred solution for mid-market and enterprise Media and Agencies, Consulting, and High Tech/Telecoms.

Precursive helps technology & service companies to grow through pragmatic digital transformation. Forward-thinking companies recognize that digital workforce planning is critical to creating customer loyalty. By managing customer demand more effectively and ensuring that projects run smoothly - you can grow, renew, up-sell and cross-sell more.

Pre-Sales | Bid Management | Sales & Delivery Alignment | Workforce Planning | Resource Allocation | Skills Matrix | Project Accounting | Combine Sales and Delivery Data for Capacity Planning | Utilisation Reporting

Our team has a breadth of experience from previous work at CEB, Deloitte, Gartner, Open-Text, Roche and Infosys

Features:

  • Scheduling
  • Calendar Management
  • Accounts Receivable
  • Contact Management
  • Expense Tracking
  • Accounts Payable
  • Forecasting
  • Data Visualization
  • Balance Sheet
  • Customer Management
  • Dashboard
  • Billing/Invoicing
  • Budgeting
  • External Integrations
  • Project Management
  • Notifications
  • Multi-User
  • API
  • Data Import
  • Data Export

Features:

  • Project Management
  • Bug Tracking
  • Inventory Tracking
  • Google Apps Integration
  • Notifications
  • Calendar Management
  • External Integrations
  • Customer Management
  • Dashboard
  • Chat
  • Multi-User
  • Contact Management
  • Data Visualization
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Time Management

Features:

  • External Integrations
  • Project Management
  • Notifications
  • Multi-User
  • API
  • Data Import
  • Data Export

Summary:

    No key features associated with this application.

Summary:

  • Complete professional service automation solution

  • Easily track time, manage support issue and monitor project profitability

  • Capture lost billable and non-billable time

  • Easy to use help desk solution built for small to medium size teams

Summary:

  • Workforce planning for the Digital Business.

  • Improve resource allocation to get the right people on projects quickly.

  • Track projects costs and margins in real-time.

  • Align sales activities and delivery/project resources.

  • Increase utilization and project profitability by mobilizing teams effectively.

  • Generate data and analytics on key business metrics to make faster decisions.

  • Enable your staff to work from anywhere and collaborate with their colleagues.

Manager

$19.95
1 user(s) / month
Included in plan:
  • Customizable Dashboards
  • Clients, Projects, and Contacts Setup
  • Expense and Activity Codes
  • Budgets, Estimates and Fee Schedules
  • Project Templates Management
  • To-do Tasks
  • Time and Expense Reviewer
  • Submit-Approve Workflow
  • Task Allocation and Forecasting
  • Submittals, RFIs and Drawings
  • Automatic Overtime Calculator
  • Invoice Templates
  • Standard Reports
  • Scheduled and Memorized Reports
  • Chart of Accounts
  • Transaction Classes and Cost Pools
  • 3rd-Party Integrations
  • Settings and Security Permissions
  • Custom Fields and Labels
  • Project Management Reports
  • Native Mobile Apps to Manage Projects
  • Built-in Calendar

Time & Expense

$9.95
1 user(s) / month
Included in plan:
  • Flexible Time and Expense Tracking
  • Multiple Start/Stop Timers
  • Native Mobile Apps for iOS and Android
  • Personal Time Off Requests
  • Submit-Approve Workflow
  • Customizable Dashboards
  • Time and Expense Reports
  • Real-time Notifications
  • Built-in Calendar

Billing

$24.95
1 user(s) / month
Included in plan:
  • Manual and Batch Invoicing
  • Vendor Bills
  • Recurring Invoices
  • Invoice Templates
  • Payments
  • Flexible Billing Schedules
  • Budgets, Estimates and Fee Schedules
  • Time and Expense Reviewer
  • Submit-Approve Workflow
  • Credit Memos
  • Client Retainers
  • Transaction Classes
  • Customizable Dashboards
  • Native Mobile Apps to Send Invoices
  • Built-in Calendar

Accounting

$24.95
1 user(s) / month
Included in plan:
  • Chart of Accounts
  • Connection to Bank Feeds Worldwide
  • Bank and Credit Card Reconciliation
  • Deposits and Fund Transfers
  • Vendor Bills
  • Recurring Bills
  • Submit-Approve Workflow
  • Checks
  • Purchase Order Management
  • General Journal Entries
  • Credit Memos
  • Transaction Classes and Cost Pools
  • Accounting Reports
  • Customizable Dashboards
  • 3rd-Party Integrations

1st Tech Free for Life

Free
Included in plan:
  • 1 technician license and full access to all features

Team

$39.00
user(s) / month
Included in plan:
  • All feature on our website

FAQs:

    Does this service integrate with any other apps?
  • MYOB, Quickbooks, Google Drive, Dropbox

  • Who are the main user groups of this service?
  • Accountants, Architects, Engineers, IT consultants, Legal professionals, Government Contractors

  • Does this service offer an API?
  • Yes

  • What is this service generally used for?
  • Time Tracking, Billing, Invoicing, Project Management, and Accounting.

  • What platforms does this service support?
  • Web, iOS and Android

  • What are some applications this service is commonly used in tandem with?
  • Quick Books, MYOB, Sage

  • Does this service offer guides, tutorials and or customer support?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • Teams and unlimited users per company

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • Does this service offer an API?
  • Yes, you can find the wiki on our GitHub repository.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What platforms does this service support?
  • SherpaDesk is a web-based solution and works on all major browsers.

  • What is this service generally used for?
  • SherpaDesk is a complete professional service management solution allowing time tracking, support management, project monitoring and invoicing. With deep integration into QuickBooks, Xero and FreshBooks makes the SherpaDesk the best solution for small to medium size business to run their business.

  • Who are the main user groups of this service?
  • SherpaDesk focuses on professional service organizations where time is their key revenue driver. This would include software developers, graphic designers, consultants, IT support and manage service providers.

  • What are some applications this service is commonly used in tandem with?
  • QuickBooks
    QuickBooks Online
    Xero
    FreshBooks
    Salesforce
    Google
    Microsoft 365

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
    • Native integration with Salesforce
    • Often integrated with finance packages such as Microsoft, Sage, Xero
  • Does this service offer an API?
  • Yes.

  • What platforms does this service support?
    • 100 Native to Salesforce
    • Native for Force.com platform
    • Available on mobile application via Salesforce1 App
  • Does this service offer guides, tutorials and or customer support?
  • We provide comprehensive training, documentation and customer success support.

  • Does this service integrate with any other apps?
    • Native integration with Salesforce
    • We have integrated our solution with Xero, Sage, Smartsheets, Qlik
  • What is this service generally used for?
    • Workforce planning
    • Resource allocation
    • Project planning
    • Project budgeting or accounting
    • Task management
    • Timesheets and Expenses
    • Reporting and Analytics
    • Pre-planning resources against forecast projects
    • Revenue forecasting
  • Who are the main user groups of this service?
  • Our clients typically have 3 tiers of users:

    1) Senior Leadership - COO, CFO, CEO, MD, Head of Bid Management, Head of Pre-Sales, Head of Sales Engineering

    Leaders are typically looking to access data and reporting on a range of metrics including:

    • Utilisation
    • Project or overall portfolio profitability
    • Capacity planning
    • Staff availability
    • Billable vs. Non-billable time
    • How much time spent on key accounts
    • Win rates for pre-sales teams

    2) Project Management and Resource Management - Head of PMO, Project Managers, Programme Managers, Resource Managers

    These managers are looking to plan their projects and/or resources according to customer demands. They can:

    • Set up and track budgets
    • See margins and costs change in real-time
    • Schedule and allocate resources
    • Make resource requests
    • Notify colleagues about changes in scope or requirements

    3) Front-line staff - Consultants, Engineers, Developers, Creatives, Designers

    These people are able to manage and track their time and expenses; as well as get ahead of customer requirements or needs on projects. They can:

    • Complete their timesheets on any device including mobile
    • Plan in their holidays or show when they are working on admin/training
    • Record any personal or project expenses
    • Receive notifications of upcoming projects or tasks

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
11-50
Likes:
1.95k
Followers:
1.81k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other:

Who uses BQE Core
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
USA, Australia, EU

Other:

Who uses SherpaDesk
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Precursive
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.
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