Professional services automation (PSA) software provides companies in professional services with project management and resource allocation tools for client projects. PSA systems are used to bring transparency to the processes of a project including time tracking, expense management, billing, invoicing, and resource and labor allocation. These products are used by consultants, lawyers, marketing account managers, and other professional service industry roles that conduct business on a client-project level. PSA software gives insight into the business processes of project and resource management to then improve efficiency, productivity, and profitability of the project operations in place. These systems can be integrated with accounting software, CRM software, and payroll software to make a more end-to-end solution. PSA software also has similarities to ERP systems, differing in the sense that PSA product are tailored to the professional services industry.
To qualify for inclusion in the Professional Services Automation category, a product must:
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BigTime is PSA and project management software that powers the greatest professional services firms on the planet. We amplify profits and productivity for architects, engineers, accountants, IT consultants, and contractors. In fact, BigTime users have increased their gross margins by 25%, on average, with our business-adaptable tools for resource allocation, workflow and task management, project planning and tracking, billing and invoicing with Quickbooks integration, & Gantt charts. Sign up for a free trial.
Kimble is a professional services automation solution which fuels and supports growth in consulting organizations. It is designed to focus on the future, with accurate forecasts, proactive resource planning, and devolved accountability. As the first intelligent PSA solution, Kimble uses augmented intelligence to surface patterns in the data to provide insights. These insights coach and alert users as to what the next step should be so that everyone can work at the level of the most experienced staff. Approximately 40,000 users from IT and management consulting firms, the services arms of technology organizations, law and accounting firms and digital agencies turn to the Kimble system on a daily basis to manage their work. Kimble links sales, resource planning, and project delivery together in one system which uses all the capabilities of the Salesforce platform. It integrates closely with partners such as Sage and Sage People (formally Fairsail) to provide best of breed solutions that rapidly deliver value to customers. A Complete Solution – Not a Toolkit Kimble is designed to facilitate informed decision-making at every level within each organization. It enables visibility, transparency, and accountability. More than a set of tools to process data; Kimble Professional Services Automation exists to empower decision making and drive discipline throughout professional services organizations by coaching, encouraging, and guiding personnel in the behaviors that drive success. Intelligent Insights, which drive adoption of best practice, can be configured to meet the specific needs and priorities of each Kimble client. Building a Customer-Centric PSA Kimble was founded by recognized professional services experts, who previously managed and sold several successful consulting organizations. The company collaborates closely with its partners and customers, drawing on and responding to their experience.The Kimble system is reviewed and improved by a team of dedicated software designers, who continually update its features, embedding new augmented intelligence capabilities and adapting to industry change.
Made for companies that sell, service, and support technology, ConnectWise Manage is the leading business management platform worldwide. Today, more than 110,000 users rely on ConnectWise Manage to achieve greater accountability, operational efficiency, and profitability. Leveraging the cloud, the platform fully integrates business-process automation, help desk and customer service, sales, marketing, project management, and business analytics that dramatically streamline a company's operations. ConnectWise Manage is the hub of the ConnectWise suite of products, a set of solutions for technology solution providers that gives an end-to-end view and total control over their business. ConnectWise Manage also gives its users access to a powerful network of ideas, experts, and solutions. A veteran in the technology services industry, ConnectWise Manage has been the premier business management platform for technology companies for more than 15 years.
NetSuite's OpenAir is the world's #1 PSA solution. As a full life cycle solution that supports 1,500+ organizations, OpenAir manages all IT Service and project-based needs from resource to project management, complex time and expense tracking, and project accounting-- empowering your entire professional services business to gain real-time insights, increase project profitability, and maximize billable resource utilization to make informed, data-driven decisions from a single, cloud-based platform.
Scoro is an end-to-end business management solution which allows professional and creative services to control their entire workflow from one place. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible from sales right through to billing. Scoro's features include calendaring, task and project management, quoting and billing, enterprise-level reporting and a real-time dashboard.
Manage tasks and project plans. Monitor budgets. Allocate resources. Track time and expenses. Analyze outcomes. With Mavenlink, you get accurate visibility into task status, resource availability, and performance across the entire project lifecycle so your team can scale successfully. Start with Project Management, then grow into Professional Services Automation (PSA), resource planning, project accounting, business intelligence, and team collaboration — all in a single, user-friendly platform. With clients in more than 100 countries, Mavenlink is used by creative agencies, IT services firms, internal shared services organizations, professional services teams, and everyone in between.
Dynamics 365 for Project Service Automation helps teams work efficiently by giving them automation technology and a complete view into their client relationships.
Avaza provides an integrated suite of functionality for running your business. This includes Project Management & Collaboration, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device.
FinancialForce Professional Services Automation (PSA) is a cloud-based solution that helps you manage your professional services team, customers, projects, and financials from a single view. Built on the Salesforce platform, FinancialForce PSA gives you visibility into sales pipeline and resource demand to help you drive revenue growth, improve margins, and deliver on customer success.
Projector is the best-of-breed Professional Services Automation tool for today's face-paced services firms. Designed with a focus on improving profit margins and resource utilization rates, Projector helps services firms manage projects, schedule resources, track time and expenses, and invoice for their work. Projector is a cloud-based, multi-currency, multi-company, PSA solution that is able to scale with the needs of your services firm while integrating openly with existing business systems.
If you want to grow your business, you need a system, not a collection of tools. Accelo makes it easy to manage all you client work, from prospect to payment, and everything in between. With powerful features like automatic email capture, automated time sheets and intelligent business processes that alert you if things are going off track, you can forecast the future and make sure you never get lost. Accelo lets you focus on more important things (like growing your business) so you can focus on doing the work you love. Try it now for free!
10,000ft's high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. 10,000ft's simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT 10,000ft We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on 10,000ft — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help.
Upland PSA is the first Knowledge-Enabled PSA suite that augments services automation with Proposal Automation, Knowledge Management, Voice of the Customer and Employee Surveys, and Customer Reference Management. After almost 20 years’ experience in PSA product innovation, we remain committed to customer success at every level. Upland PSA provides our customers with a robust feature set, powered by Tenrox, to fuel every need of their Services Organization. With Timesheets & Expense automation, Resource and Project Management, Project Billing, Project Financials and built-in Analytics, Upland PSA helps our customers better plan, manage and optimize their resources and projects.
Replicon provides end-to-end Time Management software and services to enterprises of all sizes. Capture, analyze, and optimize time, your organizations most critical asset, to improve profitability, productivity and employee satisfaction. Salaried & hourly workers alike love using Replicon because it is simple and easy to enter their time, attendance, vacation, and expense information--via web browser or mobile app. Hiring managers use Replicon to optimize the types of workers to hire, what to budget for them, and what they should be working on. HR, payroll, and compliance managers use Replicon to automatically apply business & legal rules to eliminate under- or over-payment of employees, as well as to ensure everyone in the business is working according to the laws governing their specific location. Finance & project management teams choose Replicon because their success depends on accurate, granular and real-time reporting on exactly how well the business is performing with respect to project delivery, client billing, labor utilization, and other critical metrics. If you are looking to track, manage and optimize: time & absence, project details, client billing, expenses, or the productivity of your entire workforce no matter where they are or when they work, consider evaluating Replicon as a strategic partner to your success. For more information: visit us: www.replicon.com, call us: 1-877-662-2519 (North America) or +800-6622-5192 (outside North America), or email us: firstname.lastname@example.org.
Clarizen delivers secure, cloud-based collaborative work management solutions built on the vision of business agility. Clarizen’s PPM solution combines cross-company project management with configurable workflow automation. Discussions, tasks, projects and portfolios are all accessible from Clarizen’s scalable enterprise platform. Clarizen users gain easy access to an intuitive and easy-to-use and flexible solution that offers a single source of information to improve work execution, collaborate in-context, optimize resources and respond faster. Clarizen provides: • Centralized project and portfolio management – organize complex or chaotic projects and processes and automate workflows • Change management and issue management – track, manage and prioritize change requests and resolve issues • Resource optimization and robust collaboration – execute on feedback and tasks in real time to streamline how you work internally and with partners and customers Clarizen is a leader in Forrester’s Enterprise Collaborative Work Management report and is a two-time leader in Gartner’s Magic Quadrant for Cloud-Based IT Project and Portfolio Management.
Krow helps companies transform service delivery and client success with our next-generation Professional Services Automation (PSA) solution built 100% native on the industry's leading cloud platform from Salesforce. Krow provides a complete PSA solution by combining project management tools with resource planning, time & expense, time-off management, billing, social collaboration, document sharing, and analytics delivering a 10x faster deployment than traditional PSA solutions.
Function Point alleviates the chaotic nature of operating creative agencies, internal marketing teams and professional service firms. Used by over 9000 customers across the world, the all-in-one solution helps teams connect each stage of project management. Our goal is to make productivity more personable; to warm it up and give it a heartbeat.
VOGSY Professional Services Automation Platform is built on the Google Cloud platform and integrated into Google's G Suite. It is your single source of engagement for 24/7 critical and actionable insights into business health and profitability. It includes project collaboration, a services platform and operational dashboard driving outcomes from quote to cash, and a sales platform for a holistic customer view from pipeline to project close. The fully integrated platform includes: project management, time and expenses, resource management, finance and billing, data and insight, timeline and collaboration, CRM. It also has integrations with other systems.
Gain Complete Control Over Your Work and Make Real Work Happen. ActiveCollab is the project management software that gives you complete control over your work. Use tasks to organize work. Break down your entire work into tasks your team can tackle right away. Deadlines will never surprise you again. Actual priorities are given priority, and everyone is accountable for their work. Make your team accountable and always on track. Your team is in charge of tasks assigned to them, and subscribers are instantly notified of any changes made. With start and due dates, reminders, and priorities on every task, you will always be aware of how much time you have to complete your work. Deliver exceptional client service. A single place for collaboration will reduce the noise created by scattered communication, save precious time, and make your client work a lot easier. Create cost estimates, track budgets, get paid. Manage your projects, track time and issue invoices in ActiveCollab. Cost estimates, invoicing, and budget tracking guarantees control over your budget and expenses. Time tracking & expense tracking. Time is money. Employ ActiveCollab's time tracking app to measure how much time is spent on tasks. Combined with expense tracking, this allows you to pinpoint where your finances and time are being invested, and where they are being wasted. Make your time work for you. Set hourly rates for job types and track time on multiple tasks at once. You will be able to make better estimates and manage your time and work better. In short, ActiveCollab incorporates project management, time tracking, and invoicing into a comprehensive Project Management Software. Organize your entire work in one single tool, track time on each task, and create and issue invoices so you can get paid. ActiveCollab is the difference between an investment and an expense.
Workday Professional Services Automation (PSA) helps customers manage the entire lifecycle of their client-facing billable projects. Their sales, resource managers, project managers, and finance teams gain a single source of truth to view and act on every type of data. Rich talent intelligence helps them match the right people with the right project, while flexible billing and revenue recognition enables them to confidently accelerate business transformation. And since all Workday applications across finance, HR, and operations are part of a single system, customers can boost collaboration, increase efficiency and insight, and improve customer service. Workday’s intuitive and highly functional mobile app helps people to be more productive on-the-go and its global footprint enables companies to scale and expand to international markets with ease.
Unanet provides project-driven organizations with resource management, budgeting & forecasting, project management, timesheets, expense reports, project accounting, billing, workforce collaboration, CRM, and financials with cost pool calculations, in one integrated system. Available either as an Enterprise license (self-hosted software), or in the "Cloud" (On Demand License), Unanet helps your organization better manage project, product and services work.
Kaseya BMS is a next-generation business management solution that was built specifically to help MSPs spend more time selling and delivering services, and less time on non-revenue-generating tasks like billing and project management. BMS’s scalable, open, cloud-based architecture means you can: Define & deploy new services rapidly Manage client IT projects effectively Monitor service delivery with 360o visibility
The Unit4 PSA Suite is a full practice management solution for every professional services industry. With the PSA Suite you will manage your full business processes within one single out-of-the-box state-of-the-art solution, built on the powerful Dynamics 365 platform. With the Unit4 PSA Suite you will have a 360 degree view from opportunity to your customer engagements and be on top of your company’s profitability. Move opportunities to engagements, allocate budgets and apply assign tasks to your resources. Managing utilizing of resources all from one single solution. We will run approvals and afterwards be able to invoice directly. Managing all financial transactions in our PSA Financials and have management reporting using PSA Suite PowerBI. Besides this, time can be registered directly in the PSA Mobile app or within the role based PSA Suite portal which gives easy acces to only the components which are used on daily basis. The PSA Suite is completely developed for 8 specific professional services industries: Accountancy, Architecture, Consultancy, Engineering, IT-Services, Legal, Marketing & Advertising and Non-Profit. All with Vertical IP and out-of-the-box templates. Unit4's Wanda is the world’s first true enterprise Digital Assistant. Wanda automates automates routine operations across your business and learns your preferences to become even more useful over time, fully integrated in the PSA Suite.
Promys CRM, Help Desk, Project Management PSA software for IT, MSP, Audio Visual & Physical Security solution providers. Promys is easy to use & implement and scales from five to five hundred users. Re-written from scratch in the latest cloud technology, Promys improves employee productivity by linking data between CRM, quoting, help desk, time & billing, job costing, support contracts/managed services and project management. Reporting and business analytics are in a completely different class. Watch video to find out more.
KeyedIn offers Professional Services Automation and Project & Portfolio Management solutions that automate the workflow of project management and services delivery teams, giving them new levels of efficiency, productivity, and visibility. KeyedIn is used by tens of thousands of knowledge workers around the globe across dozens of industries. The software is designed for leaders in any organization tasked with selecting high-value projects, managing finite resources efficiently, and delivering projects on time and on budget.
Tigerpaw One business management software provides everything you need to automate processes, increase collaboration, streamline project management, increase cash-flow, expand your sales pipeline, minimize costs, and improve customer service. Instead of using multiple software solutions to track and manage day-to-day operations — or worse, Rolodexes, stacks of business cards, and file cabinets full of paperwork and spreadsheets — Tigerpaw allows users to log into a single, comprehensive platform that provides a business everything they need to grow and thrive.
Forecast is a business management platform that helps project-based companies drive better performance. The platform enables you to spend more time acting on data and less time collecting it. Forecast automates operations, empowers people, and leverages insights to increase utilization and profitability for both you and your clients' success.
Keep Everything on Track with Journyx Project Time and Expense Tracking Software Journyx project time and expense tracking software streamlines the collection and processing of timesheets – reducing payroll time, growing client billings, and increasing project profitability. With Journyx, you can collect better data for better, more informed decisions. Journyx provides enterprise-level functionality for all types of organizations, and can be integrated with nearly any other accounting, payroll, project and human resource system. *Effortless Time & Expense Tracking* Journyx takes the time and effort out of time and expense tracking – for you and your employees - with AI-powered tools that automate the collection of time data. *Better Data for Billing & Payroll* With Journyx, you’ll collect the most accurate employee time and expense data so you can pay your employees and bill your clients on time, every time. *Mobile Time & Expense Tracking for Your Mobile Workforce* Allow your employees to update their timesheets and enter expenses remotely, through their iOS or Android mobile devices. *Intelligent Reporting for Time Intelligence* The collection of employee time and expense data means nothing if you can’t gain actionable insights to move your business forward. Create dynamic, useful reports within Journyx and in both Excel and Power BI. *Resource Management & Scheduling* Journyx PX adds the core functionality of Journyx with the ability to forecast costs, revenues, and resource availability – giving you a robust enterprise resource management software solution that will supercharge your project cost accounting by estimating and tracking at the resource level. Journyx PX gives you a complete picture of project and budget status, employee time and availability.
BQE Core is an integrated cloud-based solution that offers business accounting, time tracking, project management, and business intelligence. Core supports a wide range of industries, including accounting, architect firms, engineering, legal services and many more. You can access BQE Core from any browser or device and experience full functionality, the native mobile apps includes iPhone and Android devices. Core also carries over 200 customizable report templates to generate different invoice types from; retainer, recurring, hourly, fixed, per complete and more.
CrossConcept Continuum PSA is specifically designed with a focus towards small to medium-sized businesses in the Professional Services industry. CrossConcept Continuum PSA allows your organization to maximize profitability by seamlessly connecting your project and financial accounting, enabling you to manage all stages of your project from conception to completion and deliver on your promises.
WorkBook, from Deltek, is a software suite for project and resource, CRM, collaboration and file sharing, forecasting & accounting. The software provides a fully integrated solution with custom enterprise workflow starting with capabilities including: news stream inbox + built-in workflow notifications, collaboration & conversations, best-in-Class project management organization & project scheduling, resource planning, budgets, accounting & finance insights with mobile-friendly capabilities. In addition, WorkBook provides modules such as: CRM, pipeline, financial forecast, robust reporting tool, tasks & support ticket management with agile methodology, ideal for developers / scrum masters. A fresh user interface to view real-time comprehensive data. The integrated platform provides dimension ROI & cost reduction strategy with enhanced customer success management while producing real-time data insights in PMO in addition to multiple companies, multi-currencies, inter-company resourcing, user-interface in the language of your choice, a software solution with global scalability in mind. The majority of our clients come from Advertising, Digital and PR companies but Architects, Consulting Engineers and Management Consulting companies also enjoy the benefits of WorkBook.
todo.vu is a productivity suite delivering a unique blend of CRM, task management, time tracking and billing functionality. todo.vu is ideal for freelancers, consultants and teams of any size who strive to achieve improved efficiency, quality and transparency. todo.vu is absolutely free for freelancers and all pricing plans are capped at the cost of 11 users i.e. pay for 11 and get unlimited.
Vorex Time & Expense is a leader in Cloud-based solutions. Easy to use and feature-rich. Access it from anywhere using a PC, laptop, ipad, or smartphone. Track billable/non-billable, control hours & spending limits, design your workflow, get notifications, and much more. Whether you want basic Time/Expense Tracking, extensive reporting & analysis, budgeting, or payroll data collection- Vorex is the solution for your company.
Epicflow’s team of professionals aspires to make complex multi-project environment easy to manage and control. So far, the company has launched its Epicflow add-on that solves resource conflicts and prioritizes tasks based on demand. Epicflow’s web-based solution meets the needs of Project Managers and C-level executives to improve business outcomes as a result of high-level task prioritization and resource allocation. With a powerful scientific algorithm, Epicflow facilitates planning, re-scheduling, execution, and control of multiple projects simultaneously. It is an effective project management solution that sets priorities and solves operational dilemmas connected with overload. This tool retrieves source data from MS Project and Jira, and doubles their value by adding features that perfectly work in a multi-project environment. While a historical load graph is designed to compare progress between previous and present projects, a future load graph predicts the flow of additional project in relation to the ones that already exist in the pipeline. The main strength of Epicflow is that it approaches business as the input of human resources and their skills. If you use Jira or MS Project and are not satisfied with your current project performance, check how adding an Epicflow plugin can make your complex environment easy to manage.
Magnetic Software is an all-in- one workflow management platform designed and built for agencies. It combines all essential project management capabilities into a single easy-to- use system: account management, sales CRM software, business development, traffic management, project management software, time tracking, billing, HR management and resource scheduling. We designed Magnetic to help agencies waste less time, manage projects smarter, and deliver on time and within budget. The system offers a bird’s eye view into your business from anywhere, at any time. From key sales metrics to instant profitability reports, resource availability and time allocation, you’re able to track multiple areas of your agency at any moment.
Magstar’s TOTAL RETAIL ERP is a comprehensive suite of retail and back office applications for small and mid-sized retailers. Total Retail combines the front-end Point of Sale and Customer Relationship Management to the Warehouse and Back office for full retail operations management. Over 400 + stores across North America trust Total Retail to manage their entire specialty retail business. Utilizing a common database throughout with complete sub-system interaction, your entire team will be on the same page and looking at the same information. Total Retail has been recognized as a leader by its clients having been awarded the Retail Info Systems News for the last 11 years.
You're in business to do great work for your clients. But before you focus on their business, spend five minutes every day with Metis and focus on our three simple steps to propel your own business forward. Gather data; track performance; and action change. So you can concentrate on what you do best - great work. Metis can help you: • Spend more time with your team on the things that matter • Devolve responsibility without losing control • Focus on profitability without compromising the great work you do for clients • Lay solid foundations for strong growth • Get rid of a hotchpotch of spreadsheets and systems that don’t talk to each other