Top Free Professional Services Automation Software - Page 5

Agileday

Agileday is an AI-native professional services automation (PSA) platform that connects sales, staffing, delivery, and finance for consultancies and agencies with 50 to 10,000 people. Founded in 2022 and headquartered in Espoo, Finland, Agileday serves 100+ leading consultancies and agencies across North America and Europe, including Knowit Group, Siili Solutions, and Apply Digital. Agileday is ISO/IEC 27001:2022 certified and backed by Newion, Specialist VC, Vendep Capital, and Business Finland.

aizance

aizance is the complete business management platform built specifically for service-based companies. Whether you run a cleaning service, plumbing business, landscaping company, or any other service operation, aizance gives you everything you need to manage and grow — all from one place. Booking & Scheduling Your customers can book services online 24/7 through your own branded booking page or embeddable widget. Smart scheduling automatically assigns the right staff member based on availability, skills, and location. Calendar sync keeps everyone on the same page. Customer Management Keep a complete record of every customer — contact info, booking history, preferences, loyalty points, and notes. Tag customers with custom labels like "VIP" or "allergy" to personalize every interaction. Send automated booking confirmations and reminders to reduce no-shows. Staff & Team Management Assign jobs to the right team members, track their schedules, and monitor performance with ratings and job completion stats. Each staff member gets their own view of upcoming appointments. Invoicing & Payments Create and send professional invoices in seconds. Accept payments online via credit card or bank transfer. Track paid, pending, and overdue invoices all in one place. Support for CESU/Titre emploi service for French businesses. Website & Online Presence Build a professional, SEO-optimized website for your business — no coding required. Add a blog, custom pages, and lead capture forms. Everything is mobile-responsive and fast. Marketing & Growth Tools Run promotions with discount codes, manage leads from multiple channels, and track your business growth with real-time analytics and reports. Built-in loyalty and prime membership programs keep customers coming back. Multi-Language Support aizance is available in English, French, and Spanish — making it easy to serve customers across different markets.

atimeüs

Atimeüs is a SaaS ERP built for IT services companies (ESN) and consulting firms. It brings together in a single platform everything a service business needs to run its operations: time tracking, project management, resource planning, invoicing, expenses and reporting. Time and activity tracking: consultants log their time, absences and non-billable activities in timesheets, which are then validated by managers. Leave requests and expense reports are handled in the same tool. Project management: Atimeüs supports both time & materials and fixed-price engagements. Project managers follow progress, consumed versus planned workload and project profitability. Resource planning: forecast staffing and team availability to anticipate needs and keep utilization high. Invoicing: client invoices are generated from validated time entries and project milestones, reducing manual work and billing errors. Reporting: customizable dashboards give management real-time visibility on revenue, utilization rate and margins. Atimeüs is designed for every role in the company — consultants, project managers, sales and finance — with each user accessing the information relevant to their job. As a web application, it is available from anywhere, with no installation required.

AUTOMY

AUTOMY is a HyperAutomation No-Code platform that provides Workflows, RPA and AI by integrated applications and tasks into a single ecosystem.

Average Rating: 5.0/5.0

Total Reviews: 3

awork

awork is the #1 project platform for agencies. Other project tools weren’t built for how agencies work and what they need to succeed. That’s exactly where awork comes in. awork is the only project management tool built specifically for agency workflows: Managing complex client projects across internal teams and external collaborators — planning, scheduling, collaboration, and time tracking all in one place. - Complete overview: Better visibility across projects, teams and deliverables. - Fast, reliable planning: More accurate project plans, better utilisation. - External collaboration: Add clients and freelancers at no extra cost. - Integrated time tracking: Increased billability, less chasing. - Smart AI assistance: Personalised project copilot for efficient work. - Guided onboarding: Fully onboarded in 6 weeks, guaranteed success. awork is GDPR-compliant and hosted on ISO 27001-certified Microsoft servers in Germany, ensuring your data stays secure and private. It’s intuitive design ensures your whole team will actually use it - leading to faster delivery, and happier clients. Join over 10,000 agency teams already doing better work with awork.

Average Rating: 4.3/5.0

Total Reviews: 24

Bitrix24

Bitrix24 is an all-in-one business workspace that combines vibe coding platform, CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Build working apps, internal tools, and web pages from plain-language prompts — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place.

Average Rating: 4.1/5.0

Total Reviews: 582

Bonva

BrAINTime

BrAINTime is an all-in-one app that brings together time tracking, task management, notes, project management, a built-in password vault, service reports, and automated invoicing – without ever switching between tools. Designed for professional service providers (agencies, consultants, IT teams) and field service/trades businesses, BrAINTime covers the entire workflow in a single app: from live time tracking and task management to digital service reports with on-site client signatures, and fully automated invoice creation in your billing system via webhook (e.g. FastBill). Key capabilities: Live & manual time tracking – start a timer or add time manually, assign customers, projects, milestones, labels and billing status in real time Task management – create tasks with deadlines, labels, and categories; assign to customers and projects; convert notes directly into tasks Notes – capture structured notes directly linked to customers and projects, with rich text formatting and optional public sharing Project management – manage projects with timelines, milestones, budgets, and network planning; identify bottlenecks early and track expected vs. charged hours Service reports – auto-generate reports from tracked time including materials, travel, and custom fields; collect digital client signatures on-site Automated invoicing via webhook – once a report is approved, BrAINTime automatically triggers invoice creation in your billing tool (e.g. FastBill) – zero manual re-entry Full REST API & real-time webhooks – auto-import customers and projects from your existing systems, no manual data entry Granular user permissions – control exactly who sees and edits what, including vacation and absence management Analytics & reporting – filter and visualize tracked time by customer, project, user and period 🔐 Zero-Knowledge Credential Vault – our standout feature: Store sensitive client credentials (logins, access data, certificates) directly inside BrAINTime, encrypted end-to-end with your personal master password. No third-party password manager needed. Not even our servers can access your data. Currently in public Beta – free to use, no credit card required. Beta users get early access to new features and can directly influence the product roadmap through feedback.

Bridge

Bridge is practice management software for consulting firms. It consolidates the core operational tools a consulting practice needs into one product, including contracts, time tracking, invoicing, client portals, and reporting.Bridge is designed for independent consultants, boutique consulting firms, and professional services teams that have been running their practice on a patchwork of separate tools. Bridge replaces the need to maintain a separate CRM, contract tool, e-signature platform, time tracker, invoicing system, and client portal. It also integrates natively with the systems firms keep, such as QuickBooks, HubSpot, Salesforce, Harvest, Stripe, Slack, and Zapier.Core capabilities include the full contract lifecycle (templates, redlines, versioning, e-signatures, change orders), engagement workspaces (project setup, scope tracking, time logging, deliverable management), invoicing with continuous drafts and retainer support, client portals with white-label customization, and a suite of reports with AI-generated narrative summaries.Bridge includes native Model Context Protocol (MCP) support, allowing Claude and other AI tools to access practice data directly. AI capabilities are built into the product, including redline summaries, budget assessments, and report narratives.Bridge is offered in three plans with no per-user fees. A demo environment is available at upliftingpartners.com.

ClarityDesk

ClarityDesk is a business management platform for services firms and agencies. It connects time tracking, invoicing, expenses, profitability analysis, capacity planning, and financial forecasting in a single application. Users log hours via weekly timesheets or a floating timer, then generate invoices across three billing models: retainer, time & materials, and fixed fee. The platform calculates project and client profitability by comparing revenue against labor costs. Team utilization reports show billable hours versus available capacity per staff member. Expense tracking includes receipt OCR, multi-currency conversion, markup percentages for billable expenses, and configurable approval workflows. Invoices support progressive fixed-fee, time & materials, and retainer billings, multi-tier approval chains, PDF generation, and direct email delivery to clients. Financial modules provide income statement, balance sheet, and cash flow views with actuals and forecasts. ClarityDesk integrates with QuickBooks Online and Xero. Pricing is seat-based across three tiers: Free (up to 3 users with time tracking and basic reports), Standard (adds invoicing, expenses, profitability reports, and time approval), and Pro (adds financial forecasting, utilization reports, and accounting integrations).

Clientish

Clientish is a client management portal and CRM for agencies, freelancers and service businesses. Manage every client in one place, from the first lead to the paid invoice. • 4 branded portals: an agency dashboard for you, a team dashboard, a remote team portal for freelancers and a client portal, all under your logo and colours on your own domain. Clients use the portal in the browser or install it as your branded app on their phone, and can invite their own colleagues with their own permissions. • Leads and CRM: leads from your forms, Facebook and Instagram Lead Ads, Calendly and Cal.com, by hand or by CSV. Assign them, set follow-ups, merge duplicates and convert them into clients. One profile per client with orders, invoices, tickets, files and hours. Proposals clients accept and sign online. • Orders and delivery: services with pricing tiers and add-ons, order and intake forms with 31 field types, orders in table, Kanban or card view, tasks, to-do lists, recurring orders, and file proofing where clients pin comments, approve or ask for changes on each version. • Team: roles and permissions, remote members, time tracking with timesheets, and Team Messenger, with channels and direct messages for your team. • Billing: invoices with tax rules, partial payments and refunds, subscriptions, coupons and payment links, paid straight into your own accounts through 12 payment gateways. Clientish takes no fee. Invoices go on to QuickBooks or Xero. • Support: tickets with priorities and response times, live chat, and a help center for your clients. • Reports: revenue, services, clients, orders, statuses, balances, coupons and time. Client reports show any report inside each client's portal: AgencyAnalytics, DashThis, Databox, Whatagraph, Looker Studio, Google Sheets, Google Docs, Airtable, Notion, Figma, Miro, Frame.io, Loom, or any other tool by its share link. You see who opened each one. • Security: two-step sign-in for your team and clients, login lockout, reCAPTCHA and activity logs. • Automation and AI: 40 automation triggers with 18 ready-made rules, email from your own SMTP server, an AI assistant on your own key (8 AI providers), and AI Connections (MCP) for Claude, ChatGPT, Cursor and Codex. • 51 integrations: 12 payment gateways (Stripe, PayPal, Paddle, SSLCommerz, Razorpay, Paystack, Mollie, PayFast, Braintree, Authorize.net and manual banking), QuickBooks and Xero, Slack, Microsoft Teams, Discord and Telegram alerts, WhatsApp, SMS (Twilio) and Telegram messages in live chat, Google Drive, Calendar, reCAPTCHA and Tag Manager (Google Analytics 4 and ad tracking), MailChimp and ActiveCampaign, Facebook and Instagram Lead Ads, Calendly and Cal.com, client reports from any tool, Zapier and Make, a REST API with webhooks, and imports from ClickUp, Asana, Monday.com, Trello and Notion. • Proposals: 18 ready-made templates and 11 design styles. The client accepts with a typed e-signature, and Clientish creates the invoice and the order by itself. A lead becomes a client at the same time. • Time tracking: remote members track time on their work, you approve and pay their timesheets, and you can bill clients for the tracked hours. • Ask AI: answers questions about your orders, clients, invoices and tickets from any page, drafts client updates and ticket replies, and makes changes only after you press Confirm. It never deletes anything or moves money. Plans start at $9.99/month, or $8/month billed yearly. 14-day free trial, no credit card needed.

CogniSaaS

CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.

Average Rating: 4.0/5.0

Total Reviews: 123

Computicate PSA

PSA software simplified - Computicate PSA is the go-to PSA platform for IT service providers that want to: - Automate their Billing and Save Hours per Week - Boost revenue with Automatic Time Tracking - Get access to Integrated RMM/PSA Ticketing - Do their Monthly Billing in just a few clicks - Get access to Effective Dashboards and powerful KPIs And lots more. Find out why Computicate PSA is the Most Cost-Effective Tool for Tech Companies by signing up for a free live demo.

Average Rating: 5.0/5.0

Total Reviews: 1

Deepser

Deepser is a modern ITSM software with an interactive web interface. It allows you to manage all services in a single platform and organize support requests, improving customer satisfaction and optimizing the use of company resources. Deepser is modular and scalable: Ticketing, CMDB, ITAM, CRM etc. It allows a rapid implementation and various integrations. Available Cloud and On Premise. All features are included in the low cost of the license: It is convenient and tailored to your needs.

Average Rating: 5.0/5.0

Total Reviews: 1

Everhour

Everhour is one of the leading time tracking tools for teams. See who’s tracking time, who’s overworked and who can handle more. Keep track of all your project budgets, schedule threshold alerts, use forward resource planning. Build any kind of reports and send professional-looking invoices. Everhour natively integrates with your project management app so you can track time on tasks right from its interface: Asana, Basecamp, Trello, Jira, GitHub and more.

Average Rating: 4.7/5.0

Total Reviews: 182