Top Free Professional Services Automation Software

BigTime Software: The AI-powered professional services platform enabling intelligent decisions and delivering profitable growth. Too many firms rely on disconnected quoting tools, spreadsheets, and manual handoffs between sales and delivery. This creates misaligned expectations, margin erosion, and frustrated clients. BigTime changes that. We unify the entire professional services journey—from scoping and quoting to staffing and invoicing—so you can sell with confidence, deliver with precision, and grow with profitability.
 BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-making by delivering the information you need, when you need it. By streamlining project operations, maximizing resource utilization, accelerating the account receivable cycle, and connecting scattered data sources, BigTime makes it easier for professional services firms to scale and grow. With 2,800+ customers and 20+ years of experience, BigTime is built to get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges while scaling with you for tomorrow’s opportunities.

Wrike is a comprehensive work management platform designed to help teams and organizations streamline their collaboration, project planning, and task execution. By centralizing all work-related activities in one accessible location, Wrike aims to simplify complex workflows, enhance productivity, and empower users to focus on their most impactful tasks. This platform caters to a diverse range of industries and team sizes, making it a versatile solution for any organization looking to improve its operational efficiency. The target audience for Wrike includes project managers, team leaders, and organizations of all sizes seeking to optimize their workflows. Whether in marketing, IT, or product development, teams can leverage Wrike's features to manage projects more effectively. Specific use cases encompass tracking project progress, assigning tasks, setting deadlines, and facilitating communication among team members. By providing a unified space for collaboration, Wrike helps eliminate silos and fosters a culture of transparency and accountability, which is crucial for successful project execution. Key features of Wrike include customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Users can create tailored workflows that align with their specific processes, ensuring that the platform adapts to their unique needs. The ability to visualize project timelines through Gantt charts and Kanban boards allows teams to monitor progress at a glance, making it easier to identify bottlenecks and adjust plans accordingly. Furthermore, Wrike's integration with popular tools such as Slack, Google Drive, and Microsoft Teams enhances its functionality, allowing users to work seamlessly across different applications and improving overall efficiency. The benefits of using Wrike extend beyond mere task management. By centralizing communication and documentation, teams can reduce the time spent on administrative tasks and focus on delivering results. The platform's scalability means that it can grow alongside an organization, accommodating increasing workloads and team expansions without compromising performance. With over 20,000 customers, including well-known brands like Estée Lauder and Siemens, Wrike has established itself as a reliable partner for organizations aiming to thrive in a competitive landscape, ensuring that teams can work smarter and achieve their goals more effectively.

Syncro offers the first Extended Monitoring and Management (XMM) platform purpose-built for midsized MSPs and internal IT teams. The unified platform integrates RMM (endpoint management), professional services automation (PSA), and Microsoft 365 multi-tenant management to help organizations simplify operations, strengthen security, and scale profitably. Syncro delivers powerful automation, native AI capabilities, deep Microsoft 365 integration, and seamless support for 50+ third-party tools—enabling teams to reduce complexity, cut costs, and uncover new revenue opportunities. Its transparent per-user pricing model and commitment to continuous innovation make it an ideal solution for modern IT operations. -Fully Integrated RMM, PSA & M365 Management -Built for Midsized MSPs & IT Teams -Powerful Scripting, Automation, Ticketing, and More -Flat, Per-User Pricing Starting at $129/month-Built to Simplify, Secure, and Scale Your Business

Keka is a global People and Project Operations Platform designed for growing businesses to align teams, drive performance, and streamline HR, payroll, and project delivery. From hiring and onboarding to time tracking, performance reviews, payroll, and project billing, Keka brings everything together in one flexible, modular system that works across countries, roles, and industries. Built for real-world adoption across HR, finance, and delivery teams, Keka supports both desk and frontline workforces, simplifies compliance in every region, and offers project-level insights for service businesses. Whether you’re managing people, processing payroll, or running billable projects, Keka helps your business scale with clarity—not complexity.

Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. What makes Rocketlane truly different is its agentic architecture: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. These agents don’t just make teams more efficient; they fundamentally reshape operations by moving organizations from manual coordination to autonomous delivery. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA.

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale.

Deltek Replicon Time is a leading cloud-based project time tracking platform that helps mid-market and enterprise organizations manage time, projects, and workforce operations with accuracy and confidence. Built on the Replicon Time Intelligence™ Platform, it provides a single source of truth for all time data — connecting project delivery, billing, payroll, labor compliance, and workforce productivity across global teams. Key Features & Benefits: • AI-powered Time Tracking: Accurately capture employee time for projects, clients, and internal work through intelligent, AI-enabled timesheets. Reduce manual effort and eliminate missed billable or payroll hours. • Project Time & Cost Management: Track billable and non-billable hours, monitor budgets, and link time directly to project profitability and client billing. • Workforce & Scheduling Management: Manage employee schedules, shifts, attendance, overtime and labor costs across locations while supporting global labor rules and pay policies. • Leave & Absence Management: Automate time-off requests, approvals, and accruals with built-in policy support for regional and organizational requirements. • Compliance & Governance: Support compliance with labor regulations such as DCAA and global pay rules through built-in controls and audit-ready data. • Payroll & Billing Integrations: Seamlessly integrate time data with HCM, ERP, payroll, and accounting systems such as Deltek, SAP, Oracle, and Microsoft 365 to ensure billing and payroll accuracy. • Analytics & AI Insights: Gain real-time visibility into utilization, costs, and productivity through interactive dashboards designed for finance, operations, and project leaders. • Mobile & Global Support: Empower distributed teams with mobile time capture, cloud clock for field workers, geo-location, offline entry, and multilingual, multi-currency capabilities for global scalability. Deltek Replicon Time provides a unified, scalable platform that connects every aspect of time, workforce, and project management — helping organizations improve profitability, support labor compliance, and make confident, data-driven decisions.

SAP S/4HANA Cloud is a modular ERP designed for every business need, powered by AI and analytics. SAP S/4HANA Cloud enables users to run mission-critical operations in real time from anywhere, introduce new business models in any industry, and expand globally. SAP S/4HANA Cloud is a SaaS product and can also be deployed in a hybrid landscape for quicker time to value.​ SAP S/4HANA Cloud is the foundational component of the SAP Business Suite, a seamlessly integrated system of applications, data, and AI that connects and optimizes every part of your business, enabling smarter decisions, real-time insights, and intelligent automation.​

Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, 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.

Ruddr is the Modern Professional Services Automation platform. Ruddr is built for SMB to mid-market professional services organizations and we support over 150 worldwide currencies. Ruddr helps you manage clients, projects, budgets, tasks, resource allocations, time, expenses, utilization, invoices, revenue, gross margin, forecasts, KPIs, and much more. Ruddr provides two distinct plans with an unmatched price point and you can pay monthly or annually. We offer a discount for our annual plan. Your non-billable personnel get a free license. Also, any time you deactivate or delete a workspace member, you get full credit for that member's remaining time on the plan. Your spend is always proactively right-sized such that you only pay for the benefit you are realizing from Ruddr. Visit us at www.ruddr.com to learn more.

SuperOps is a unified PSA+RMM platform built for MSPs of all shapes and sizes. SuperOps's platform is built on three principles 1. One for all, all-in-one If you can dream it, you can do it. SuperOps is the only unified MSP that will take the pain out of your everyday tasks. No more switching between five tools to complete one simple task. 2. Get tasks done while you’re asleep We are an automation-first platform. Automation sits at the center of everything we are building at SuperOps.ai. Our platform is designed to save at least three man-hours every week. That’s six days of vacation! Sit back, relax, and leave the grunt work to our platform. 3. Draws you in, blows your mind Our MSP software's human-centered design is beautiful and easy on the eyes. We took great care in crafting the UI because even the little things matter to us. Everything looks better, feels better — you wish you had more stuff to do (just to hang out in the software).

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform.

Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Key capabilities include: * Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. * Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity. * Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting. * Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. * Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead. * Scalability: Whether you’re onboarding 10 new consultants or expanding to new markets, Klient PSA supports your growth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time.

Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

PSOhub is a comprehensive project management software solution designed to enhance organizational efficiency across various stages of project execution. This platform caters to businesses of all sizes, providing tools that streamline project planning, resource allocation, time tracking, and invoicing. By integrating multiple functionalities into a single platform, PSOhub enables teams to manage their projects more effectively, ensuring that no aspect of project management is overlooked. This software is particularly beneficial for industries that rely heavily on project-based work, such as IT, marketing, and consulting. With its user-friendly interface and robust features, PSOhub is designed to meet the needs of both small teams and larger enterprises, allowing for scalability as projects grow in complexity. One of the standout features of PSOhub is its predictive project management capabilities, which leverage data analytics to forecast project timelines and resource needs. This proactive approach allows teams to anticipate potential challenges and adjust their strategies accordingly, minimizing delays and enhancing overall productivity. Additionally, the smart resource management functionality helps organizations allocate their workforce efficiently, ensuring that the right people are assigned to the right tasks based on their skills and availability. Another key aspect of PSOhub is its self-driving time and expense tracking feature. This automation simplifies the process of logging hours worked and expenses incurred, reducing the administrative burden on team members. By integrating these functions with invoicing, PSOhub ensures that billing is accurate and timely, which can significantly improve cash flow for businesses. The seamless integration of these features within a single platform not only saves time but also enhances data accuracy, allowing for better decision-making. Overall, PSOhub stands out in the project management software category by offering a holistic approach to project execution. Its combination of predictive analytics, resource management, and automated tracking provides users with the tools they need to drive projects to successful completion while maintaining a clear view of their progress and financial health. This integrated solution empowers organizations to move beyond merely closing projects to achieving sustained efficiency and growth.