Simplify Resource
One-stop Solution
By CLOUSYS BUSINESS SOLUTIONSHuman Resources
- Rating
- 5.0
- Reviews
- 3
- Pricing
- Free
- Paid plans from $6 per user per month
- Listed since
- 2023
About Simplify Resource
PSA: ATS + HRMS + Resource Management + Time Tracking & Invoice + PMS
Simplify Resource is our flagship Salesforce-native Professional Services Automation (PSA) platform designed to unify the entire services lifecycle. It brings together: Hiring & Human Resource Management Resource Planning & Allocation Project Management & Delivery Revenue Forecast & Invoicing Analytics & AI-powered Insights
By unifying these capabilities on Salesforce, Simplify Resource helps businesses: Maximize efficiency (reduce redundant systems & manual work) Accelerate delivery (better resource alignment & project visibility) Drive profitability (smart invoicing, cost control, and predictive analytics)
Highlights
- EMPLOYEE 360 DATA & CAPABILITY INSIGHTS Unified view of employee profiles, skills, experience, and roles for actionable workforce insights and smarter planning. Outcome: Unified employee insights enabling smarter workforce management.
- OPTIMIZED RECRUITMENT & TALENT LIFECYCLE Streamline hiring workflows, gain insights into candidate pipelines, and make faster, data-driven talent decisions. Outcome: Smarter, faster recruitment aligned with organizational goals.
- INTELLIGENT RESOURCE & CAPACITY MANAGEMENT Allocate resources based on skills, availability, and priorities. Optimize utilization and proactively plan capacity. Outcome: Smarter resource allocation and balanced workloads.
- AGILE PROJECT & TASK TRACKING Track projects, tasks, and milestones in real time. Support creation, execution, and completion of Agile sprints. Outcome: Enhanced project visibility and predictable, on-time delivery.
- SMART TIME & EXPENSE CAPTURE Capture billable and non-billable time accurately. Reduce revenue leakage and ensure compliance with policies. Outcome: Accurate time and expense tracking with minimized revenue loss.
- REVENUE FORECASTING & INVOICING Forecast revenue using real-time utilization and delivery data. Automate invoicing and improve cash flow predictability. Outcome: Reliable revenue visibility and faster billing cycles.
- SALES-TO-DELIVERY HANDSHAKE & CRM SYNC Seamlessly convert deals into delivery plans. Align sales commitments with staffing and execution to avoid gaps. Outcome: Smooth transition from sales to delivery for faster project start.
- AI-POWERED AUTOMATION & WORKFLOW ENGINE Automate approvals, assignments, and operational workflows using AI to reduce manual effort and increase accuracy. Outcome: Increased operational efficiency through intelligent automation.
- DASHBOARDS, REPORTING, ANALYTICS & ORG-360 Get real-time insights across utilization, staffing, projects, time booking, revenue leakage, and invoicing. 360° view of the organization. Outcome: Holistic organizational visibility for data-driven decisions.
Screenshots
Image 1 of 8
Pricing
Free, paid plans from $6 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Basic | $6 per user | Monthly | 30 days |
| Advance | $16 per user | Monthly | 30 days |
| Advance Plus | $25 per user | Monthly | 30 days |
Freemium would get free license as below 1 for Recruitment, 2 for HR system, 4 for Employee All additional licenses/other features need to be paid.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- CDP
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 23, 2023
- Industries
- Horizontal Product
- Professional Services
- Languages
- English
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