Top Free Professional Services Automation Software - Page 8

TimeHero

TimeHero is an automated task and project planner for teams. It automatically schedules work around meetings, events, and appointments, so you don't need to spend time planning your day. Easily launch team-wide projects in seconds with TimeHero's built-in workflow automation. Timelines, timesheets, and Gantt charts are instantly updated, so you know when things are at risk before they ever get behind. Sign up for TimeHero today and become a more productive team with less effort.

Average Rating: 4.5/5.0

Total Reviews: 22

Timely

Timely: booking and payments software for hair and beauty professionals From first booking to final payment, Timely helps you focus on your passion, not admin. Whether you run a busy salon, barbershop, spa, or work solo, Timely gives you the tools to manage bookings, take payments, and keep clients coming back. Appointment management made easy It all starts with our beautiful, customisable calendar. Simple, intuitive, and powerful, it helps you manage appointments from anywhere. Clients can book online anytime while you stay in control. Colour-coded time slots, smart rebooking prompts, and automated reminders make managing bookings effortless and reduce no-shows without lifting a finger. But the calendar is just the beginning. Timely includes tools for marketing, client communication, point of sale, and reporting. Every feature is designed to save time and help your business grow. Your brand, your experience Your name is above the door and your reputation matters. That’s why Timely is fully customisable to your brand and way of working. Match booking pages to your logo and colours, personalise messages and receipts, set deposit rules, manage memberships, and reward loyalty with promotions or points. Every detail reflects the standard of care your clients expect. Get paid the easy way Manage payments and deposits in one system. Accept cards online or in person, set prepayments or cancellation fees, and enjoy fast payouts with transparent pricing. No more manual cash-ups or human error. Timely keeps everything accurate and secure. Insights for smarter decisions Running a successful salon or clinic means knowing what works. Timely’s reporting tools help you track revenue, rebookings, staff performance, and product sales at a glance. Real-time insights show your busiest days, loyal clients, and top services so you can make confident decisions. Automation that saves hours Timely takes care of the small stuff so you can focus on your clients. Automated reminders, confirmations, and thank-yous keep clients engaged. Smart rebooking prompts and marketing tools help reduce admin and no-shows, giving you more time to create the experience you’re proud of. Built to grow with you Whether you’re starting out or managing multiple locations, Timely grows with you. Add team members, manage rooms and equipment, and oversee locations from one place. Flexible plans make it easy to scale as your business evolves. Support you can count on You’re never on your own with Timely. Our support team is fast, friendly, and helpful. You’ll also find a library of guides, videos, and expert education to boost your skills and confidence. Join over 55,000 hair and beauty professionals worldwide who use Timely to run their businesses with confidence. Spend less time on admin, more time doing what you love, and keep clients coming back.

Average Rating: 4.5/5.0

Total Reviews: 14

TimeMagick

TimeMagick is time tracking software that connects tracked hours to projects, budgets, billing and profitability, for project-based service businesses, agencies, engineering and design teams, consultancies, software teams and freelancers.

Trisk

Trisk is a client workflow automation platform that turns messy onboarding and document collection into one guided flow—one secure link, zero chaos. Built for Professional Services, CPA/Accounting, Insurance, Manufacturing, and Consulting, Trisk keeps documents, data, tasks, approvals, and e-signatures perfectly in sync so teams stop chasing emails and start moving work. Who it’s for Professional Services – streamlined intake, KYC, SOWs, approvals CPA / Accounting – PBC lists, status updates, 8879/e-sign, audit trails Insurance – submissions, renewals, endorsements with evidence on rules Manufacturing / Ops – vendor onboarding, quality & compliance packets Consulting & Advisory – diligence checklists, data calls, stakeholder sign-offs What Trisk does Smart Forms (IF/THEN logic). Ask only what’s relevant; answers trigger the next steps. Conditional Requests. Responses auto-request files, create tasks, apply labels, and route work. Approvals & E-Sign. Send for review, capture signatures, and lock records on completion. Document Hub (Garage). Structured, searchable storage with versions, ownership, and retention. Roles & Permissions. Owners, Admins, and external Guests see exactly what they should. Templates & Playbooks. Standardize best practices; clone and adapt in minutes. Dashboards & Analytics. Track progress, bottlenecks, SLAs, and throughput by client/workflow. Integrations. Keep key fields and files aligned with your source systems. How it works Model your flow. Define steps, rules, documents, and outcomes once. Share one link. Clients are guided—no portals to learn, no “what’s next?” emails. Let automation run. Logic updates status, requests files, routes approvals, and sends reminders. Benefits & outcomes Less chasing. Automations cut back-and-forth and “one last item” threads. Faster cycle times. Intake → review → approval → e-sign without stalls. Cleaner data & docs. Auto-labels and statuses; fewer duplicates and errors. Audit-ready by default. Every action, file, comment, and signature is tracked. Standardized execution. Repeatable, governed workflows across teams and regions. Better client experience. Clear, mobile-friendly, and predictable. Lower tool sprawl. Replace ad-hoc forms, folders, and task trackers with one system. Why teams switch Forms that know the process (not just the questions) Storage that’s structured, not a dump Status that’s a fact, not an opinion Rules, not reminders, keep everything in sync Trisk — Workflows that work themselves.

vtenext

Maximize efficiency: automate your workflows, create AI Agents & get things done with our context-aware AI assistant - Manage all business areas by centralizing information and integrating with your company's existing software ecosystem - Automate your workflows thanks to its built-in BPM engine - Freely create custom AI Agents to automate your workflows and team up with Kitt, the context-aware copilot that reads the page with you to provide i Simple module and field creation directly from the interface. Focus on data sovereignty: choose whether to use vtenext in the cloud or install it on your own servers. Perfect as a standalone solution or as part of a more complex infrastructure, it seamlessly integrates with any type of business software and tool, such as ERPs, switchboards, e-commerce platforms, calendars, WhatsApp, digital signatures, and more. vtenext brings over 20 years of experience and is trusted by around 2,000 companies of all sizes—from small businesses to multinationals—proving its reliability and flexibility.

Average Rating: 4.6/5.0

Total Reviews: 37

Wisertrack

Wisertrack is a time tracking and project profitability platform built for agencies, consultancies, and remote or hybrid teams. It helps businesses track billable hours, manage project budgets, and understand true profitability - without employee surveillance. Unlike traditional time trackers, Wisertrack never uses keystroke logging, screenshots, or activity monitoring. Teams log time against clients and projects, submit and approve timesheets, and get real-time visibility into budget burn, utilization, and margin. Key features include timesheet submission and approval workflows, project and client billing rate management, profitability and utilization reporting, and role-based access control for admins, managers, and team members.

WiseTeam

WiseTeam is a flexible solution for your company’s work and project management. The system combines all tools necessary for providing professional services. It presents these tools in one convenient place and continuously provides relevant information that empowers you to make the right decisions. WiseTeam enables users to plan, track and execute all business related activities in one place and make important decisions on the fly. Crucial business activities like: employees’ time management, project management, process management, customer relationship management, billing and invoicing, quality management and others are tracked effortlessly with the help of this intuitive system.

Average Rating: 4.4/5.0

Total Reviews: 26