Professional service automation software.

About SurePSA

  • Works with Dynamics CRM Online or On Premise
  • Manage Project, Project Phase and Project Category activity
  • Manage Project Milestones and Issues List
  • Activity & Expense assignment to Projects and/or Cases
  • Create Billable, Non-Billable & Administrative Activity and Expenses
  • Create Fixed-Fee or Time & Materials Projects
  • Integrated Activities with Microsoft Outlook calendar
  • Project and/or Customer specific pricing
  • Billing approval process
  • Optional billing integration with Microsoft Dynamics ERP

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