DAY ONE for Professional Services
By DAY ONE Software
- Rating
- 5.0
- Reviews
- 2
- Pricing
- Paid
- From 17 AUD per user per month
- Listed since
- 2025
About DAY ONE for Professional Services
One operating view from Prospect to Payment
One Professional Services Operating View From Prospect to Payment
Services firms lose margin and cash to disconnected tools. Scoping in spreadsheets. Time in one app. Invoicing in another. WIP is a guess. Month-end is an investigation.
DAY ONE consolidates the entire operating chain into one governed spine on Salesforce — one source of truth, one customer record.
What DAY ONE Does
- Scoping & Quoting — governed templates, rate cards, margin checks, approval workflows
- Delivery & Time — engagement plans, milestones, time capture, change control
- Resourcing — capacity planning, utilisation tracking, demand visibility
- Invoicing & WIP — billing rules, invoice traceability back to source, WIP governance, GL mapping
- AI & Analytics — operating dashboards, early warnings, AI drafting with auditable source links
Why DAY ONE
- Every invoice line traces to time, costs, approvals, and contract rules
- Governed workflows with real process gates
- AI grounded in structured data
- Security built in, not upsold
Works with your existing Salesforce org. Also available as a bundled edition. Stop stitching the truth together.
Highlights
- One operating view from Prospect to Payment on Salesforce.
- Every invoice line traces back to time, costs, and approvals.
- Audit-ready WIP register — month-end is a process, not a guess.
- Governed workflows with real process gates and clear ownership.
- Scoping, quoting, and rate card management with margin checks.
- Time capture, delivery tracking, and change control in one place.
- Capacity planning and utilisation visibility across your firm.
- AI grounded in structured data with auditable source links.
- Works with your existing Salesforce org or as a bundled edition.
Screenshots
Image 1 of 11
Pricing
Paid, from 17 AUD per user per month.
| Plan | Price | Billed |
|---|---|---|
| Consultant | A$17 per user | Monthly |
| Manager | A$34 per user | Monthly |
Contact us for more information on our different license types. Prices quoted are for existing Salesforce customers and do not include any add-on products.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Experience Cloud
- Requires
- Platform Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on February 2, 2024
- Industries
- Healthcare & Life Sciences
- High Tech
- Professional Services
- Languages
- English