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Professional Services Automation reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.

Best Professional Services Automation Software for Enterprise Businesses

    Products classified in the overall Professional Services Automation category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Professional Services Automation to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Professional Services Automation category.

    In addition to qualifying for inclusion in the Professional Services Automation Software category, to qualify for inclusion in the Enterprise Business Professional Services Automation Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.

    Top 10 Professional Services Automation Software for Enterprise Businesses

    • FinancialForce
    • Clarizen One
    • Kimble PSA
    • Accelo
    • OpenAir PSA
    • BigTime
    • Mavenlink
    • Workday PSA
    • Upland PSA
    • Projector

    Compare Enterprise Business Professional Services Automation Software

    G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
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    (451)4.1 out of 5
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    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.

    (473)4.1 out of 5
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    Clarizen One is enterprise project and portfolio management software that helps you get work done. Clarizen connects work across the enterprise by bringing together project management discipline, workflow automation and collaboration to turn ideas into strategies, plans, and action. With Clarizen, organizations can work the way they want to work and have real time-visibility into all their workstreams. Clarizen helps keep teams focused on the things that matter and deliver results faster so th

    (424)4.3 out of 5
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    Kimble PSA helps professional service organizations make better decisions, sooner. Global leaders in consulting, software, and hi-tech such as NTT Data, Sage, and Canon use Kimble to optimize resource utilization, profitability, and business scalability. Kimble is the only leading provider focused exclusively on PSA, constantly innovating to improve team collaboration and efficiency around key services processes. Built to work seamlessly with CRM, Kimble drives predictability, enabling busines

    (242)4.4 out of 5
    Entry Level Price:$39 user / month

    Accelo is built for Service Businesses. Our all-in-one professional services business system makes it easy to manage all your client work, from prospect to payment, and everything in between. Easy-to-use, automated and intelligent - Accelo lets you finally run your entire business in the cloud. Experience the most streamlined, integrated, and powerful Service Operations Automation software that easily allows you to connect all the moving parts of your business in one cloud-based platform. Wit

    (182)3.7 out of 5
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    NetSuite OpenAir professional services automation (PSA) software empowers 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.

    (943)4.5 out of 5
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    BigTime is the access-anywhere operating system behind the greatest consulting firms on the planet. We help accountants, architects, engineers, IT-services firms, scientific and management consultants budget, track and bill their most important asset - time. 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 inte

    (430)4.1 out of 5
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    Mavenlink's purpose-built cloud software for professional services takes PSA software to a new level, one that optimizes resources and elevates operational performance to build thriving businesses. A resource-first architecture, enables resource managers to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Visit www.mavenlink.com to learn more.

    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 a

    (103)3.9 out of 5
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    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 automatio

    (110)4.5 out of 5
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    Entry Level Price:$15 / per user, per month

    Projector PSA is a purpose-built, cloud based Professional Services Automation tool for organizations looking to improve profit margins and resource utilization rates while gaining insights into revenue and staffing. With flexible pricing that scales with your business, multi-currency, multi-company capabilities and a tech-agnostic approach to integration, Projector enables smarter and more profitable delivery so you can grow your business.

    (140)3.7 out of 5

    Autotask PSA is a cloud-based platform that enables MSPs to run their business at peak profitability because it’s reliable, centralizes their operations, and enables quick data-driven decisions. Autotask provides real-time metrics that give full visibility into service delivery, customer satisfaction, sales pipeline, internal operations, resource utilization, profitability and more. As the central hub of an MSP’s business, it integrates with more than 170 industry-leading solutions. Autotask PSA

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    Check out the G2 Grid® for the top Professional Services Automation Software products. G2 scores products and sellers based on reviews gathered from our user community, as well as data aggregated from online sources and social networks. Together, these scores are mapped on our proprietary G2 Grid®, which you can use to compare products, streamline the buying process, and quickly identify the best products based on the experiences of your peers.
    Leaders
    High Performers
    Contenders
    Niche
    FinancialForce
    OpenAir PSA
    Clarizen One
    Upland PSA
    Kimble PSA
    Autotask PSA
    Projector
    BigTime
    Mavenlink
    Accelo
    Workday PSA
    Market Presence
    Satisfaction

    Learn More About Professional Services Automation Software

    What is Professional Services Automation Software?

    Professional services automation (PSA) software provides all or most features needed to manage a professional services company. This allows services companies to manage demand, sales, service delivery, and track costs and profitability. PSA is mostly beneficial to medium and large companies with complicated portfolios of services and often an international presence.

    Key Benefits of Professional Services Automation Software

    • Provide a single data repository for all departments of a professional services company
    • Manage projects, tasks, and activities in a collaborative manner, which increases employee productivity and efficiency
    • Improve customer satisfaction by matching customer demand with the capabilities of the company, thus ensuring that the services sold can be delivered successfully

    Why Use Professional Services Automation Software?

    PSA replaces multiple disparate systems used by different departments of a professional services company, such as accounting, project management, or customer relationship management (CRM). PSA is beneficial to service companies who used to rely on enterprise resource planning (ERP) software that wasn't designed for their industry and required customization or integration with other software.

    Optimize resource management — Human and material resources represent the most important expenditures for professional services companies. Therefore, these companies must optimize resource allocation to avoid waste, deliver high-quality projects, and be profitable at the same time.

    Monitor costs and profitability — A unified system allows services companies to track the costs of the resources used to deliver projects. PSA also helps accounting teams manage revenues and compare them to costs to determine the company's profitability.

    Who Uses Professional Services Automation Software?

    All employees of a services company benefit from using PSA, as well as its partners and freelancers. PSA software usually provides portals for customers to access certain types of information such as the progress of their projects or to submit customer service requests.

    The departments that need PSA the most are the project management office, sales and marketing, and accounting.

    Project and portfolio managers — Project managers and the project management office (PMO) team define the tasks, resources, and activities required to deliver the services sold by the company. Similar services are usually grouped in portfolios and can share resources for better efficiency. PSA also provides features to monitor projects across multiple teams and portfolios, identify bottlenecks, and provide corrective actions.

    Sales and marketing — Services markets are very competitive, so companies need to differentiate themselves from their competitors. To do so, marketing teams need to personalize campaigns to attract prospects that are more likely to become customers. Salespeople use PSA to maintain relationships with prospects and customers, thus improving their satisfaction and ensuring their loyalty. PSA also provides upsell opportunities and valuable information on which services are the most profitable.

    Accounting teams — Accountants use PSA software to track costs such as consulting hours and travel expenses, and ensure that projects and services are generating profit. The accounting team also needs to ensure that invoicing is done accurately and that customers pay for the services they received. At the same time, accountants process payments to partners, contractors, and internal payroll. For large companies, accountants use PSA to consolidate financial data from multiple business entities. Finally, PSA helps finance professionals with the month and year-end closing, and to generate financial statements.

    Kinds of Professional Services Automation Software

    PSA software varies in scope, functionality, and the way it is implemented by buyers.

    All-in-one PSA — As the name implies, all-in-one PSA delivers all the features needed to manage a professional services company, from project and portfolio management to sales and marketing, accounting, and sometimes HR or payroll. All these features are provided as an integrated system or suite of solutions that buyers may buy separately.

    Best-of-breed PSA — This type of PSA focuses mostly on project and portfolio management and related features such as resource management. While it may include functionality for billing, CRM, and marketing, these features are usually limited, and companies need to integrate with other systems for advanced needs. The companies providing these products usually partner with one or a few partners to provide tighter integration with their CRM or accounting software.

    Industry-specific PSA — Most PSA software can be used in any services industries, but some vendors specialize in one or a few niche sectors. For instance, agency management software caters to the needs of marketing and PR agencies, as well as marketing departments or large companies. Other than PSA features, these solutions also provide functionality specific to marketing, such as online proofing and content management.

    Professional Services Automation Software Features

    Most PSA products provide the features listed below but their robustness varies significantly from one product to another. It is therefore essential that buyers understand which features are included and how they are delivered (out of the box or through integration and customization).

    Project management — Projects are the core of any service-oriented business. Each type of service is delivered through one or more projects which define and track resources, schedules, deadlines, and deliverables. PSA defines, implements, and monitors all these projects, individually or by group.

    Portfolio management — Services companies tend to specialize in only one of a few industries, such as marketing, IT, or business consulting. For each of these industries, companies provide multiple types of services, such as software development and technical support for IT. Each service may be delivered in multiple ways, such as different levels of support, or at different frequencies (one time vs. ongoing). All the projects related to a type of service are grouped in portfolios, so they can be managed and tracked together. Since these projects are very similar, they share resources, knowledge, and key performance indicators (KPIs).

    Resource management — Human and material resources constitute an important part of the operational costs of a services business. To deliver projects on time and budget, PSA users need to know which resources are available and when, and how to allocate them to projects to avoid bottlenecks. Since projects often change, resource utilization and planning needs to be flexible to adapt.

    Project accounting — Standard accounting software manages financial data at the company level only, not by project or portfolio. To fill this gap, PSA software provides functionality for project accounting and for tracking the costs and profitability of each portfolio, sometimes by project.

    Sales and marketing — Most PSA products include features for sales and marketing, such as customer and communications management. PSA also helps users define and manage pricing and discounts for the services offered by the company. For advanced features such as lead management, PSA software usually integrates with CRM and sales software.

    Collaboration — Collaboration makes employees more productive by allowing them to share knowledge, content, and to work together on tasks and projects. This is particularly important for complex projects and difficult tasks that can only be delivered by a team of multiple employees. External users, such as freelancers, also benefit from using PSA features like workspaces to collaborate with the employees of the company.

    Additional Professional Services Automation Features

    HR and payroll — A complete PSA software should include functionality to manage employees and their pay. This ensures that the company allocates employees to projects based on skills and experience and that they get paid fairly for their work.

    Risk management — Delivering complex projects and portfolios can be compromised by various types of risks that have the potential to disrupt the operations of the company. Some risks, such as lack of resources, may be prevented through better planning. Unpredictable risks such as changes in customer demand are difficult to predict, but companies may define contingency plans to limit their negative impact on their operations.

    Potential Issues with Professional Services Automation Software

    Complexity — As PSA software aims to cover all or most business needs of a professional services company, it may be difficult to adopt and maintain, especially for SMBs. While it may be tempting for smaller companies to use PSA for everything, this type of software may provide features they don't need.

    Cost — Since PSA provides robust advanced features, its cost may be prohibitive to some companies. The subscription delivery model made PSA more accessible, but buyers may need to make additional investments in product configuration or integration.

    Industry specialization — While PSA is used as a generic term for any type of services, some vendors specialize in one or a few industries such as marketing and PR, IT, or AEC. One example is software products specifically designed for managed service providers (MSP) which cannot be used to manage other types of services because they provide features for help desk or IT asset management.

    Two-tier implementation — Not all PSA solutions deliver robust features for all departments of a services company. For instance, accounting or CRM functionality may be insufficient for companies with advanced needs. As a result, buyers may need to acquire separate systems for CRM or accounting, and integrate them with their PSA software.

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