Heeros PSA | All-in-one professional services automation
Streamline business operations with Heeros PSA software. It unifies the management of core processes, optimizes resources, enhances productivity, and provides insightful data to support growth. Ideal for both local and global companies, it simplifies all areas of running a business.
What our customers love
User-friendly with simple navigation
The implementation of Heeros PSA and HubSpot integration has supported our growth.
Heeros PSA streamlines your business operations
Heeros PSA system simplifies professional services management, enabling efficient resource allocation, invoicing, and sales boosting. Our user-friendly technology streamlines workflows and eliminates complex management processes, making client servicing more efficient.
Manage time and tasks cost-effectively
Also finance team loves PSA
Simplify financial management with efficient expense handling, flexible invoicing options, and multi-currency support. Integration with popular financial systems ensures seamless operation and reduced errors, making finance handling both effective and stress-free.
Optimizing sales and fostering strong customer relationships
Heeros PSA software also serves as a CRM and centralizes customer data, streamlines sales processes, and optimizes your sales pipeline and activities. It also allows for quick proposal creation, making your sales process more efficient, transparent and predictable.
In-depth analytics for informed business decisions
Seamless integrations with your other software
Core features of Heeros PSA
Log work hours, leaves, and absences easily
Monitor experts' utilization rates in real-time
Review time entries
Leverage versatile reporting on hours
Invoicing and expense management
Automatically generate invoices based on tracked hours, subcontracting, and travel expenses
Easily invoice in multiple ways (in bulk, automatically, as project invoices, etc.)
Monitor invoicing forecasts and their real-time development
Integrate with other financial management systems and e-invoice operators for complete payment tracking
Multi-currency handling (also outside the Euro area)
Sales and CRM
Manage your contacts and their orders from a single location
Easily create proposals and attachments
Forecast future sales based on the probabilities of different pipeline stages
Lead and manage your offer base step-by-step until deal closure
Leverage excellent sales reports
Monitor project phases and their progress in real-time
Easily allocate tasks to experts
Optimize experts' utilization rates
Easily track project progress: schedules, work hours, and expenses
Monitor project profitability in real-time
Keep internal project communication under control (chat, file sharing, memos)
Easily clone and edit projects.
Business management and reporting
Monitor the overall picture and development of your business
Leverage pre-built, visual report views
Edit and share report templates according to your needs (coming soon)
Would you like to know more about our services or products? Browse through our frequently asked questions below for quick answers to your queries, or feel free to get in touch
How do I choose the right PSA plan for our company?
The most typical way to choose a plan is based on the number of users you need, but you can also make your selection based on the functionalities included in the plans. We've designed the versions to help you get started easily while also supporting you as your business grows.
The most affordable Growth-plan includes up to three users. The Growth-plan includes, among other things, an unlimited number of customers, a proposal tool, sales invoicing, and time tracking.
Business-plan is primarily intended for teams of 3-10 users but can be adapted for more users if needed. Compared to the Growth-plan, you get additional features e.g. for sales and project management.
Enterprise-plan is a comprehensive PSA software for expert companies. This plan includes all essential features and allows you to seamlessly manage sales, projects, time usage, expenses, resources, finances, and reporting with a single tool.
Enterprise+ -plan' is your choice when selecting a solution for multiple companies.
How many users different plans include?
Growth-plan includes a maximum of three users. There are no user limitations in other plans. You can add or remove users according to your needs, and we will bill you accordingly.
What if the amount of users we need changes?
If you have a monthly subscription, you can add or remove users at any stage, and the changes will be reflected in the next invoice immediately.
If you have already paid for the entire year in advance, you can add users at any point, and the changes will be accounted for the remaining days of the billing period. You cannot reduce the number of users during the ongoing billing period, but you can indicate on your account that you wish to have fewer users for the next period.
If you have Growth-plan and need more than three users, the plan will need to be upgraded to either Business or Enterprise plan.
Do all plans have free trial period?
Yes. A 14-day trial period begins when you register for Growth, Business, or Enterprise plan. You do not need to provide your credit card information to get a trial.
Do I need to download PSA-software to my computer?
No. The PSA software is cloud-based, so you can use it on any device at any time. All you need is an internet connection
Is our company's data secure?
Data security is of utmost importance to us at Heeros. Our servers are located in secure data centers, and we ensure that our software always has the latest security updates. SSL encryption is included in all Heeros versions."
What does the PSA software cost?
The PSA software offers multiple plans designed for businesses of different sizes. You can view the current pricing information here.
When will our company be invoiced and can I change the invoicing cycle?
You can choose to pay either monthly or annually. You'll receive an additional discount for an annual subscription.
You can switch from a monthly to an annual subscription at any time. If you have an annual subscription, you can switch to a monthly one at the end of the current billing period.