PRODUCT

Deltek + Propense.ai 

Propense.ai’s integration with HaloPSA brings your firm’s time and billing data to life. By syncing historical and current engagement data from Deltek into Propense, we unlock actionable insights that help you identify high-potential service opportunities, assess partner performance, and understand how clients are engaging across departments.

 

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POWERFUL FEATURES

How This Helps Your Team

This integration fuels Propense’s AI-driven recommendations with granular job-level data — giving your teams the context they need to confidently introduce new services and drive smarter cross-sell conversations.

Professionals

  • View up-to-date client engagement history directly within Propense

  • Use data-backed signals to build stronger client plans and conversations

  • See which services and departments are active for each client

  • Prioritize clients based on real billing history, not just CRM notes

BD & Marketing

  • Identify under-served or single-service clients based on real engagement data

  • Launch campaigns targeting clients by service type, engagement history, or revenue tier

  • Pair marketing efforts with real client timelines and seasonality trends

  • Discover cross-sell gaps that your team can close this quarter

Firm Leadership

  • Identify white space across the client base where Propense recommends additional services

  • Track cross-sell progress by department, region, or individual

  • Surface which recommendations are being acted on and which are stalled

  • Drive accountability with firm-wide reporting on services per client, departments per client, and cross-sell progress over time

OPTIMIZE YOUR NUMBERS

Get the most out of your Billing Data 

Integration Overview

  • Automated Engagement Sync
    Deltek engagement data — including job types, start/end dates, revenue, and client data — is synced to Propense.

  • Job-Level Recommendation Precision
    Propense uses billing patterns and service history to fine-tune its AI-driven service recommendations per client.

  • Partner Attribution & Cross-Sell Tracking
    Engagement Partner data flows into Propense, enabling visibility into who owns which relationships — and who’s closing cross-sell wins.

  • Real-Time Status Updates
    Engagements closed in Deltek are automatically reflected in Propense, updating recommendation statuses from “Open” to “Closed Won.”

  • Historical Lookbacks
    Propense uses historical billing data to surface patterns in client journeys, service adoption, and peak sales periods.