Unlock End-to-End Project Visibility, Control, and Profitability

In today’s fast-paced delivery environment, professional services firms often struggle with fragmented tools, manual reporting, and delayed insights. Cloud SynApps’
Salesforce-native solution — CSA WorkPulse — bridges these gaps through a unified, intelligent ecosystem that streamlines project planning, time tracking, and financial
management. With real-time visibility and automation across every delivery function, organizations can make informed decisions, ensure delivery excellence, and drive profitability with confidence.

Solution Overview

Built entirely on Salesforce, CSA WorkPulse brings together strategic project management, intelligent time tracking, and financial analytics into a single, cohesive platform

CSA WorkPulse — Enterprise Project Management on Salesforce

CSA WorkPulse delivers complete project lifecycle management — from initiation to closure — empowering teams with real-time operational and financial transparency.

End-to-End Lifecycle Management

Plan, track, and close projects seamlessly

Automated Task Templates

 Standardize delivery tracking by phase.

Milestone-Based Financials

Detailed capture of client information. Streamlined data input with predefined values.

Optimized Resource Allocation

Assign by role, geography, or billing type for efficiency.

Risk & Issue Tracking

Monitor and escalate through embedded workflows.

Weekly RAG Reports

Auto-generated summaries for leadership visibility.

CSA Hourly - Intelligent Time Tracking & Compliance

CSA Hourly enhances WorkPulse with seamless time capture, approval automation, and utilization analytics — all natively integrated within Salesforce.

User-Friendly Timesheets

Simple, mobile-ready interface with real-time validation.

Integrated Time Logging

Track hours directly against projects, tasks, or milestones.

Automated Approvals

Streamlined submission and review process.

Utilization Analytics

Track billable vs. non-billable hours across teams.

Smart Alerts

Automated reminders to maintain compliance.

Exportable Reports

Simplify billing, audits, and resource forecasting.

The Power of Integration

CSA WorkPulse and CSA Hourly work in harmony to create a closed-loop system that unifies execution with financial intelligence — eliminating manual reconciliation and administrative overhead.

Integrated Advantages:

Live Financial Sync – Actuals update instantly as time is logged.
Dynamic Profitability Metrics – Real-time margin analysis across T&M and Fixed Fee models.
Single Source of Truth – Unified data for projects, tasks, resources, and financials.
Full Audit Trail – Maintain transparent, compliant records of project activities

USE CASES

Project Managers:

How They Benefit:

Create, monitor and report on
projects, milestones, and KPIs.

Team Members:

How They Benefit:

Log time easily and track
assigned deliverables.

Leadership & Finance:

How They Benefit:

Gain portfolio-level
insights into costs, margins,
and utilization.

CONTACT US

Corporate Office: 25 Watline Ave #300, Mississauga, ON L4Z 2Z1