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Cloud Plus

by Accorto · Since 1999
No reviews yet
ActiveAvailable globally
Quick facts
VendorAccorto
Year launched1999
StatusActive
LocationAccorto, Inc. 50 Woodside Plaza #328 Redwood City, CA 94061
Countries servedGlobal
Languages9
IntegrationsN/A
Free tierN/A
Free trialN/A
Contact salesN/A

About Cloud Plus

Cloud Plus is a professional services automation software from Accorto that focuses on time and expense tracking with project and resource management in Salesforce. It combines time and expense management, a native Salesforce application, and project tracking so teams can manage resources effectively. Users can schedule calls to explore features firsthand. The platform allows organizations to smoothly integrate their project management processes within the Salesforce ecosystem, making it easier to track time and expenses associated with various projects. Key capabilities: time tracking expense tracking project management resource allocation Salesforce integration Best for: professional services firms that need comprehensive tracking for project-related time and costs.

Accorto is a professional-grade time and expense management solution that operates natively within the Salesforce platform. It is designed to streamline processes by integrating project management, resource management, billing, and payroll functionalities. This makes it an ideal choice for consulting firms, creative agencies, and service delivery companies that rely on efficient tracking and automation of their workflows. By leveraging the Salesforce ecosystem, Accorto provides seamless data integration and access to advanced reporting and dashboard features, enabling businesses to maintain a clear view of their operations and profitability. The software's user-friendly interface supports various time and expense tracking methods, including weekly timesheets, daily timecards, and mobile device inputs. Its project management tools allow businesses to create and monitor projects, set budgets, and track performance, all while enabling real-time collaboration across teams. Accorto also includes robust billing features, supporting both fixed-price and time-and-material models, ensuring flexibility in financial operations. As a native Salesforce application, it benefits from Salesforce’s security, reporting capabilities, and customization options, allowing businesses to adapt the software to their unique needs without a steep learning curve.

Pros & Cons

Pros
  • Native Salesforce application with secure data management.
  • Comprehensive project and resource management tools.
  • Unlimited setup and support included in pricing.
  • Mobile-friendly functionality for flexibility.
Cons
  • Limited to businesses using Salesforce.
  • Custom development work incurs additional costs.

Features

Key features

Native Salesforce Integration

Built directly within Salesforce, enabling seamless customization, robust security, and enhanced reporting.

Time Management

Allows users to capture time through weekly timesheets, daily timecards, or directly from Salesforce objects.

Expense Management

Facilitates expense entry, receipt capture via mobile, and statement imports, with multi-currency support.

Resource Management

Empowers businesses to manage employees and contractors, monitor assignments, and view availability.

Billing

Generates invoices based on time-and-material or fixed-price models, ensuring flexibility in financial operations.

Time-Off Management

Manages employee leave, holiday schedules, and entitlements efficiently.

Additional features

Project Management

Create and monitor projects, set budgets, and track performance with intuitive tools.

Integration with Opportunities

Convert opportunities into actionable projects, enhancing lead-to-revenue processes.

Expense Tracking

Import expense statements, capture receipts, and handle multiple currencies.

Payroll Integration

Provides payroll-ready data for efficient processing.

Mobile Access

Supports data capture and expense entry through mobile devices.

Customization

Allows object customization within Salesforce for tailored workflows.

Comprehensive Reporting

Offers dashboards and detailed reports leveraging Salesforce analytics.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
9
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianChineseJapaneseKoreanPortuguese

Billing currencies

🇺🇸USD

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