Bridge the gap between sales, projects and finances to maximize success and customer expansion.
Sell
Send sales orders directly to PI® from any CRM
Work
Auto-convert sales orders into projects
Bill
Create invoice records from your projects
Make generating proposals and sales orders easier than ever directly from your CRM. Sales can continue to work where they're at in the best-of-breed tools to help find, field and finalize opportunities.
Salesforce
Dynamics 365
Custom CRM Integrations
DocuSign
Adobe Sign
Automagically break proposals down into tasks, projects, contracts and more from the high-productivity tools your team is used to working in.
Jira
Trello
Office 365
SharePoint
OneDrive
Gmail & Google Drive
Custom integrations
Effortlessly translate billable work, time entries and expenses to dollars by unifying project data and finance software you're already using.
Netsuite
Dynamics
Oracle
SAP
CSV
Ready to get started?