Heeros PSA software: An end-to-end business management solution

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Have you been investing time and resources in multiple different apps and platforms to manage your sales and projects? Is your reporting tool limited to sharing data analysis with stakeholders? Have you ever requested additional copies of invoices or expense receipts because you never received it in the first place, or they went missing? Do you feel overwhelmed by the sheer number of internal and external collaboration software available?

If you’ve answered yes to the above questions, then the one-stop solution to all your challenges is Heeros PSA or Professional Services Automation software.

What is Heeros PSA software?

Heeros PSA software allows professional services teams, professional services firms and creative service providers to manage their sales, projects, teams, and finances from one place using an all-in-one business management solution. Heeros has customized solutions for architecture firms, consultancies, marketing and media agencies, accounting companies, IT consulting, and various other professional services providers.

You can replace 8+ apps with Heeros PSA. It is a unified PSA software solution that easily scales with your business. You save time and money by running your business on a single, simplified, integrated platform. 

Features of PSA

Heeros PSA offers a unified platform to manage your business from start to finish from anywhere, at any time, on any device. It provides you with all the tools you need to fully manage your business such as:

  • CRM system
  • Sales pipeline and lead management
  • Product pricing and quoting
  • Project management, time tracking, resource scheduling
  • Invoicing, expenses management, billing
  • Accounting and productivity software integrations
  • Real-time collaboration and file sharing
  • Advanced business intelligence reporting

Solutions we offer

Heeros offers four unique PSA solutions based on your business needs and company size. 

Sales CRM

Managing your sales pipeline with tools that aren't integrated can be expensive and time-consuming. Heeros' unique Sales CRM solution provides a centralized lead management system that automates and simplifies long and complicated sales processes. You can add and manage leads, create and send sales quotes, track your leads across different stages, evaluate sales revenue, and schedule multiple sales activities from one platform. Imagine the amount of effort and time you can save!

Can you guess what happens once these deals are closed? You can invoice the closed deals directly in Heeros PSA. It lets you create and send invoices in just a few clicks. You can even capture expenses on the go, reimburse costs from your customer and add them to the invoices. 

Finally, Heeros PSA's intuitive and visual dashboard gives a 360-degree view of your sales cycle. You can get instant access to important business metrics such as profit and loss, team performance, company expenditure, and other reports that can help you make smarter business decisions.

Project Management

Have you ever had a project that did not meet the deadline or planned budget? Do you find it difficult to accurately forecast your resourcing requirements? Does your team struggle with tracking hours and following up on tasks?

Managing projects today is way more challenging than it used to be a few decades ago. There are more resources, data, and people spread across different locations and time zones than ever. Studies suggest that over 70% of projects are likely to fail due to a lack of the right tools and resources. Heeros PSA software has been developed keeping in mind the growing needs of today's project managers and their teams. 

You can manage all your projects, tasks, resources, and communication in Heeros PSA and, our robust CRM system ensures you have easy access to your client information at all times. You can get a complete overview of your projects and resources in an intuitive and interactive dashboard. This helps you to stay on top of your key performance indicators and ensures you never miss your deadlines.

What do you think is the key to successful stakeholder management? It is an effective team and customer collaboration. With Heeros PSA, you can collaborate in real time using project-specific boards, share unlimited files, and communicate easily with automated project threads.

Project management also involves resource scheduling and task management. Heeros PSA's Resource Scheduling lets you assign tasks by skills and priority and gives you a detailed overview of your project schedule. You can utilize the multiple views available: Gantt, grid, list, and more.

Talking about resource management, are your employees still using spreadsheets to track work hours? Heeros PSA has an automatic time tracker that can allocate hours to projects, which in turn helps you easily analyze billable hours and simplify complex payroll processes. It also lets you manage your bills, invoices, and expenses using seamless financial management tools. With Heeros PSA, every project can be managed from start to finish using one centralized project management solution. 


If you are a business owner, then one thing that your company absolutely needs is a system that offers innovative solutions to make smarter business decisions. And that is exactly what Heeros PSA system is designed for - to simplify work, improve efficiency, drive sales and finances, and give you unprecedented business insights. 

Working with multiple business tools that aren't integrated is inefficient, expensive and time-consuming. Heeros PSA on the other hand offers a cloud-based PSA solution that connects and unifies all its features, improving performance and lowering operating costs.

No matter what industry or size, Heeros PSA offers intelligent insights to grow your business exponentially. The advanced predictive analytics feature leverages data and provides strategic business insights to help you make informed decisions.

Heeros PSA also offers a seamless solution to streamline the entire order-to-cash process. You can define goals, generate estimates, send purchase orders, create bills, and target costs to projects. We make it easier for customers to do business with you with our comprehensive order management solution. The PSA system designed to enable growth and empower businesses. You can connect Heeros PSA system with your favorite productivity apps and automation tools - for increased efficiency and accelerated performance.

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