PSA lite
OUR SERVICE
What is PSA Lite?
PSA Lite is a sleek and simplified version of Unit4’s practice management solution for Microsoft Dynamics 365, designed with the people experience at its core to enable you to keep on top and up-to-date on every project. In turn, reducing non-essential billable hours caused by superfluous procedures and processes. With PSA lite you will no longer misplace essential project data. Instead, it provides you with a full view of your organisation’s workflow from a single application. With this additional freedom of time and budget, not only will you make your projects more profitable, but you will also reduce time to invoicing since the chain of processes will no longer be being dispersed across multiple platforms.
Dig down into detail
Gain superior knowledge and insight with Unit4’s PSA Lite, with instant access to the most up-to-date information that you can access remotely from your mobile. This enhanced perspective of your organisation’s every process enables you to get ahead of the curve and prevent any potential disruptions, enabling your organisation to provide an elevated service by focusing on what really matters. Furthermore, you can also access these insights as soon as new information becomes available remotely, making you a more reliable source of advice, allowing you to take control of your organisation and its progress.
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Tackle these common issues with PSA Lite
PSA lite in a nutshell
Who would use PSA lite?
Unit4 PSA Lite is designed for accountancy, architecture, consultancy, engineering, IT services, and legal. Delivered with pre-defined project templates, legislation support, and industry best practices.
Watch the video below to see Unit4’s overview of what PSA is
Is it worth it?
Benefits
Instant access to the most up-to-date information is now accessible remotely from your mobile.
PSA Lite reduces time to invoicing as all necessary data is kept in one solution, preventing confusion and loss of information from slowing you down.
With access to information as soon as it becomes available from wherever you are, you will be able to spot trend and potential issues before the arise.
PSA Lite will grow with your business as it is compatible with many other business software solutions.
Control your business from one application to prevent loss of efficiency through disjointed solutions that do not integrate fluently with one another.
An offer you cant refuse
Want something free?
In addition to all of these business benefits, Unit4 are giving you a 4-month free trial with no strings attached!
Once the trial ends, you will then have the option to upgrade to Pro Lite or Team Lite
Free
4 months free/no limitations
- Dynamics365 for sales
- Full CRM & Practice Managment
- Timesheets & Apps
- Manage Projects & Sent Invoices
- Connect with your 0365
£ 10.00
Monthly Package
- Dynamics365 for sales team member
- Limited CRM
- Book time & expenses using Outlook
- Book time & expenses using apps
- Connects with your 0365
£ 50.00
Monthly Package
- Dynamics365 for sales
- Full CRM
- Book time & expenses using apps
- Full Outlook intergration
- Manage projects & sent invoices
Is PSA lite for me?
Accountancy
Manage your risk and compliance with the integration with WWFT/BSA/ASM, register your hours directly on the right engagement with the Mobile App with timer and Recognize all revenue and Work-In-Progress in one single solution.
Consultancy
Get rid of the time-consuming hour and expenses with the PSA Mobile App with timer and plan your outsourced resources efficiently within the Gantt chart with availability and utilization overview.
Engineers
Keep control of the budget and planning of your projects and plan your equipment and personnel directly in the same overview. Integrate with your BIM software to have all in one single solution.
IT Services
Manage your cases with the service module and keep track of your outsourced IT professionals in the same solution. Assign the right resource – based on skills – directly to the project, with one single mouse click.
Architects
Integrate your BIM Software into the project module with pre-defined templates and budgets to keep control on all your designs and the scope of your projects. Automate your proposals and invoices to significantly reduce your admin time and focus on what counts most: your designs.
Legal
Decrease your admin time by registering your minutes directly on the right case with the timesheets and Mobile App. Store your files within the right case and be transparent for your organization and your clients.
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Learning time
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