psa

Professional Services Automation

The Cloud Solution that Bridges the Gap between Projects, Prospects and P&L

The innovative design of Tribridge PSA, powered by Concerto Cloud Services, transforms Customer Relationship Management (CRM), Professional Services Automation (PSA) and Enterprise Resource Planning (ERP) solutions into a single cloud-based application that works on any web-enabled device - laptops, smartphones and tablets included.

Using role-based security and visibility, your user experience remains consistent in any role, whether you are the CEO, CFO, project manager, resource manager or accountant. Designed for U.S.-based project-driven Professional Services companies such as management and business consultants, architecture and engineering firms, and IT services and systems integrators, Tribridge PSA leverages your existing investment in Microsoft technologies to manage your clients' entire lifecycle, from relationships to resources, timecards to billing and accounting to analytics - all in a private cloud environment.

Why Tribridge PSA?

The cloud-based application combines the simplicity of Outlook with the sophistication of Microsoft Dynamics, as it incorporates BI and KPI dashboards out of the box. Tribridge PSA sits in a private cloud integrated with Office365 and mobility functionality, and includes capability for:

  • Cloud-based Project Management functionality
  • Project Planning with Gantt charts
  • Resource Management and scheduling
  • Sales Forecasting
  • HR Workflow  
  • Contact & Opportunity Management
  • Salesforce automation
  • Dashboards & Analytics
  • Document Management with SharePoint integration
  • Exchange integration

Learn More About Our Solutions For Your Industry

Our Insights

Grow a Profitable Practice by Working Smarter, Not Harder

Economic conditions have improved, but so has the competition. These market dynamics and others add up to increased attrition and more difficulty finding talent. Professional services organizations (PSOs) must double down their efforts to align sales...

Infographics, E-Books, and Whitepapers
5 Steps to Improving Disconnected Processes in Professional Services Organizations

Many Professional Services Organizations (PSOs) struggle to implement best practices efficiently and with the flexibility needed to handle everyday challenges that arise. Imagine the time and frustration (not to mention the costs) you’d save if you...

Infographics, E-Books, and Whitepapers
Tribridge PSA

Designed exclusively for professional services firms and utilizing the Microsoft Dynamics platform, Tribridge PSA enables you to bridge the gap between prospect, project, and P&L statements. Leverage your opportunities and projects profitability by...

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