Professional Services Automation

I previously was doing that using ServiceNow but now I would like to do the same using Clarizen one.

The lead would like a notification when an invoice is paid. Can this be done? Currently, I @xxxxx and let them know

I need a report that shows where our budgets on projects stand, but can't find one that is suitable. We don't do a lot of task-based projects, so I can't use tasks to track the budget amount. We have a whole contract, say $100k, that we can do all the tasks under. The client doesn't care... Read more

Does Commit CRM plan on giving the software a a makeover - sort of like Salesforce did with Lightning versus classic. Still both opens available but maybe some other sort of option.

attachment any type of file? or is there some kind of extension that is better to use?