Question 1

What is PSA software?

Accepted Answer

Professional services automation (PSA) software runs projects, resources, time, expense, and financials after a deal is sold. Examples people search for include Kantata, Certinia, Accelo, Rocketlane, and Scoro.

Question 2

What is proposal software?

Accepted Answer

Proposal and SOW software turn discovery into a clear, signable scope before a delivery project exists in a PSA.

Question 3

Does EngageFlo replace Kantata, Rocketlane, or Accelo?

Accepted Answer

No. EngageFlo does not replace PSA. It generates the Proposal/SOW; your PSA still runs delivery.

Question 4

When do I use EngageFlo vs a PSA?

Accepted Answer

Use EngageFlo between the walkthrough and the signed document. Use a PSA once the work is sold and you need staffing, time, and project accounting.