Top Free Professional Services Automation Software - Page 7

Onevyu

Your business isn’t stuck because you lack tools. It’s stuck because everything that matters lives in different places—DMs in Instagram and WhatsApp, follow-ups in your head, invoices in another app, receipts in your camera roll, and no clear answer to what you earned, spent, or still have unpaid. By month-end you’re reconstructing the business from chat history. Onevyu ends that. Onevyu is the Sales and Financial OS for coaches, consultants, and service solopreneurs who sell through conversations and run the business themselves. It unifies WhatsApp, Instagram, and Facebook DMs into a Conversation CRM—leads, pipeline, proposals, and delivery on one client record—then carries the work into money and clarity: invoicing, income and expense tracking, receipt uploads and OCR, receivables, and Financial Summary with sales vs spend, P&L, and export-ready views for your accountant. Open the dashboard each morning and see what needs you—unread conversations, due follow-ups, unpaid invoices, deliveries at risk—before opening five apps. AI drafts and qualifies; automations keep ops moving; you stay in control of what clients see.

plansync

Plooto

Plooto is the all-in-one payment automation platform that helps small and midsize businesses—and their accountants and bookkeepers—streamline accounts payable and receivable in one secure, easy-to-use solution. With automated workflows, built-in controls, and seamless accounting software integration, Plooto reduces manual work, minimizes risk, and eliminates costly human errors. Designed to keep businesses in the driver's seat, Plooto ensures that funds move with explicit approvals and full visibility—helping firms and their clients save time, stay compliant, and scale with confidence. Founded in 2014 and headquartered in Toronto, Plooto serves over 14,000 businesses across North America and integrates with QuickBooks, Xero, and NetSuite for effortless reconciliation. Learn more at www.plooto.com.  Put payments on autopilot Automate client accounts payable and accounts receivable and spend more time focusing on adding value for your clients. Take advantage of more payment options Give your clients flexibility around how they want to make payments, from EFT/ACH and credit cards to foreign exchange transactions. Manage payments precisely and optimize for the best cash flow, in real time. Customize workflows and approvals Get ongoing safeguards without ongoing effort. Establish custom approval workflows that trigger and notify approvers based on rules you or your clients set. Reduce manual data entry Save time, reduce human errors, and scale back manual entry with two-way syncing of suppliers, customers, bills, invoices, and payments in clients’ accounting software. Manage all your clients in one place Review client approvals and payments in one simplified platform via your client management dashboard.

Average Rating: 4.4/5.0

Total Reviews: 90

Quantim

Quantim is a project management and business operations platform that helps organizations manage projects, teams, timesheets, billing, expenses, resource allocation, and day-to-day operational activities from a centralized system. The platform enables businesses to improve project visibility, manage employee activities, track work hours, monitor expenses, handle invoicing, and maintain better operational control across departments and teams. Key capabilities include project and task management, timesheet tracking, billing and invoicing, expense management, reporting dashboards, team collaboration, scheduling, approvals, and resource planning. Quantim is designed to help businesses streamline operations, improve productivity, and maintain organized project execution.

ReportingMSP

ReportingMSP solves the Invisible IT Paradox. When IT runs well, it becomes invisible. A consistent monthly report is the only proof your team is working, preventing problems, and delivering value. Enter your monthly metrics once. ReportingMSP generates a polished, formatted PDF tailored to four different audiences from the same data: Executive summary, Leadership overview, Technical review, and Client-facing report. Each report includes ticket volume, SLA compliance, uptime, patch status, open risks, projects in progress, and a "What We Prevented This Month" section that frames proactive work as risk avoided rather than tasks completed. Free trial includes three reports. No credit card required. US$49/month after trial.

SmartMetrics

Productivity Tools and Services for Agencies. Manage clients, proposals, projects, and reporting in one place. White-label your brand, automate onboarding, and scale your agency.

Sonra

Sonra is practice management built specifically for architecture offices. It replaces the spreadsheets most small practices use to run their back office with one connected tool - timesheets your team will actually fill in, tracked by project and phase; realtime budget versus spend on every project, so overruns surface before they cost money; staff allocation and resourcing that shows who's on what, who's free, and what's coming up next. Role based access keeps financials visible to principals and management only - employees see their projects and time, nothing more. Reporting rolls it all up into firm profitability and utilisation at a glance. Sonra is designed for practices of 2-20 people who have outgrown spreadsheet operations, but don't want the complexity of enterprise ERP. Every new account starts with a 30-day free trial, and Sonra will import your existing projects and onboard your staff.

Spotch

Spotch is the only platform built specifically for professional service firms that connects your billable hours, client revenue, payroll costs, and financial forecast into one real-time view, so you always know if your business is actually healthy.

SuccessPro

SuccessPro is an AI-native operating system built for technology services companies, bringing projects, people and financials into one shared operating model. We built it from experience. Over three decades of building and scaling consulting services businesses, we faced fragmented systems, disconnected workflows and no shared view across the business. That showed us where traditional PSA falls short. It can manage individual workflows, but AI needs the operating context to understand how changes in delivery affect capacity, customer commitments and financial performance. SuccessPro gives AI that context. It continuously connects signals across the business, allowing AI agents to understand what is changing, assess the impact across projects, resources and economics, and determine what should happen next.

Synchroteam

Manage mobile workforces efficiently, simplify business processes and optimize costs with Synchroteam field service management (FSM) software. Synchroteam features tracking, scheduling, dispatch, calendar, job management, reporting, CRM, invoicing and maps. Cloud-based SaaS with iOS and Android mobile apps. Integrates with Quickbooks, Salesforce and Zoho. Create your free trial in <1 minute and get organized with our affordable, powerful and customizable field service solution. Live support.

Average Rating: 4.4/5.0

Total Reviews: 4

Taimer

Manage all your sales, projects and finances from one place and, see what actually works for your business with the smartest Business Intelligence tool. Take control of your entire business with one unified solution Simplify work and grow your business with Taimer, the simplest all-in-one business management solution. Manage Projects Create projects, allocate resources, monitor hours & costs, and collaborate in real-time with an integrated Project Management system. Simplify Sales Manage sales pipelines, qualify the right leads, send sales quotes, and leverage Business Intelligence reporting to close deals faster. Get Paid Faster Maintain steady cash flow by managing all your finances including invoices, expenses, bills, and purchase orders directly in Taimer. See how you can transform your business with Taimer Make your business data-driven and uncover in-depth insights about your business and finances! PROJECT MANAGEMENT Deliver projects on time and budget Improve efficiency and accelerate your project performance with powerful resource scheduling, time-tracking, and task management tools. Learn More » CRM home page - taimer.come CUSTOMER RELATIONSHIP MANAGEMENT Manage contacts with a customizable CRM Access all contacts and accounts from one place and give your teams a secure and easy-to-use customer relationship management platform. Learn More » SALES PROCESS Nurture leads and close deals faster Manage multiple pipelines and follow up on sales activities with ease. Generate accurate and highly-configured offers, and send professional-looking quotes in just a few clicks with Taimer's own CPQ. Learn More » Have you tried Taimer yet? It's unlike any other tool you've used before! COLLABORATION Enrich team and customer collaboration Manage workflow using Kanban Boards and collaborate using project threads that are automatically created. You can expedite approvals and share unlimited files instantly in real-time. Learn More » Financial Home page - taimer.com FINANCES Send and receive payments faster Manage invoices, bills, and expenses all from one place. Set up e-invoicing and integrate with your accounting software to simplify payment processing. Learn More » EN BUSINESS INTELLIGENCE Make smarter business decisions We have what every business needs to succeed - actionable business insights on profit & loss, invoices, hours, sales, productivity, and much more! Learn More » Integration - homepage - taimer.com INTEGRATIONS Integrate with your favourite apps Connect to various automation and productivity apps. Make your accountant's life easier with accounting software integrations. Learn More » “I can absolutely recommend Taimer for any business that is considering it – especially companies that value the accessibility of up-to-date data, and of a truly easy-to-use software.” Leena Lagerblom taimer.com-references_ thumnail-60x60 Leena Lagerblom, Sales Support Manager @MicroMedia Trusted by the world’s best, Taimer empowers people with great businesses to succeed Architects & Engineers Consultants Marketing & Media Accounting Firms IT Services Project Managers Are you ready to learn more about Taimer? Book a free demo with a Taimer expert to see how our solutions can scale your business. PRODUCT Login Plans & Pricing Free CRM Plan Sales CRM Solution Project Management ERP Solution Features Integrations PARTNERS Partner Network System Integrators Value Added Resellers Marketplace Owners Referral Partners Become a Partner COMPANY About us Use Cases Guides Blog In News Career EXPLORE Remote Work Management Software Free Invoicing Software Free Sales Management Software Free Project Management Software Free CRM tools Free Invoice Template Competitive Analysis INQUIRIES Book Free Demo Watch On-demand Demo Contact us Knowledgebase Customer Support Terms of Services | Privacy Policy | © All rights reserved by Taimer.com

Average Rating: 4.5/5.0

Total Reviews: 1

Tarefy

Tarefy is an all-in-one work management and operations platform designed for agencies, software houses, marketing teams, e-commerce operations, and service-based companies. The platform helps teams centralize project management, task management, time tracking, client collaboration, operational analytics, and contract profitability in a single environment. Tarefy was built to give companies more visibility into their operations, improve productivity, protect project margins, and scale delivery with greater control. With Tarefy, companies can manage tasks, projects, deadlines, workloads, and team performance while also monitoring financial and operational indicators such as contract profitability, ROI, estimated versus consumed hours, and delivery efficiency. The platform combines operational management with people and culture features, helping teams stay aligned and engaged. Key features include project and task management, Kanban boards, time tracking, workload management, team capacity analysis, contract management, profitability analysis, client portals, internal communication, operational dashboards, analytics, and performance reports. Tarefy also supports collaboration between internal teams and clients, allowing clients to follow project progress and interact directly within the platform. Unlike traditional task management tools, Tarefy focuses not only on productivity, but also on operational visibility and business performance. Companies can identify which projects and clients are profitable, where teams are overloaded, and how operations are impacting margins and delivery timelines. Tarefy is especially suited for agencies and service companies that need a centralized platform to manage projects, clients, contracts, people, and operations without relying on multiple disconnected tools. The platform’s mission is to connect operations, people, and performance in one place, helping companies gain efficiency, improve collaboration, and grow sustainably.

Taskomat

Taskomat is an ROI management platform designed for freelancers, agencies, SMBs, and professional teams. Unlike traditional project management tools that focus only on task completion, Taskomat connects time tracking, budgeting, and invoicing to provide complete visibility into project profitability. Key features include smart time tracking automatically linked to project budgets, Kanban boards for visual project management, team collaboration tools, client profitability analysis, electronic invoicing with XML support for EU compliance, real-time budget monitoring with alerts, and comprehensive ROI analytics that connect every tracked second to revenue goals. Built specifically for service professionals and teams who bill by time or project - including freelance consultants, design agencies, development studios, architecture firms, engineering teams, marketing agencies, and professional services firms. Scale from solo freelancer to collaborative teams with the same platform. Track financial goals, identify unprofitable clients, optimize pricing based on actual data, manage team workload, and make data-driven decisions about resource allocation. Available in Italian and English with dedicated customer support and regular updates based on user feedback.

Teamogy

Teamogy is all-in-one cloud system for those who want to have their company in order. It allows you to have fully overview about capacity planning and time tracking. Teamogy connects internal teams and supports collaboration and communications inside the company. It lets your team work anytime and from anywhere.

Average Rating: 5.0/5.0

Total Reviews: 1

Tidy

Tidy is an agency management tool for time tracking, assignments, invoices, agreements, and more. It provides a native AI chat bot that can converse about your data from the app or from Slack. Some risks are unavoidable for agencies. The Tidy method helps you eliminate all the unnecessary risks.