Professional Services Automation reviews by real, verified users. Find unbiased ratings on user satisfaction, features, and price based on the most reviews available anywhere.
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, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized 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 Medium-Sized Business Professional Services Automation category.
In addition to qualifying for inclusion in the Professional Services Automation Software category, to qualify for inclusion in the Medium-Sized Business Professional Services Automation Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.
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.
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.
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
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
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
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.
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
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
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.
Replicon provides end-to-end Time Management software and services to enterprises of all sizes. Capture, analyze, and optimize time, your organizations most critical asset, to improve profitability, productivity and employee satisfaction. Salaried & hourly workers alike love using Replicon because it is simple and easy to enter their time, attendance, vacation, and expense information--via web browser or mobile app. Hiring managers use Replicon to optimize the types of workers to hire, wha
Scoro is an award-winning end-to-end work management software loved by agencies and consultancies around the world. With Scoro, you can manage your entire workflow all in one place, from the first hello to the final invoice. By combining a robust suite of project management, CRM, billing and reporting tools all in one place, Scoro enables you to streamline work, automate routine tasks and ensure a business runs as smoothly and efficiently as possible. Powerful API integrations connect Scoro to
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
Avaza provides an integrated suite of functionality for running your business. This includes Project Management & Collaboration, 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 i
10,000ft's high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multi
Unanet is a leading provider of ERP solutions purpose-built for Government Contractors, A/E, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and nurture business growth. Unanet GovCon is your single-source solution that integrates Professional Services Automation (PSA) and Project Portfolio Management (PPM) software with Financials to help organizations reliably plan, track
People and projects are the heart and soul of your business. That’s why Deltek created this powerful, intuitive solution that helps your people manage projects from start to finish. Deltek Vantagepoint, formerly known as Deltek Vision and rebranded in 2017, provides a 360-degree view of your projects and puts client, project and financial details in a single location. That all adds up to making well-informed tactical and strategic business decisions and a more efficient, productive and profitabl
Klient PSA helps companies transform service delivery and client success with our customer-centric Professional Services Automation (PSA) solution built 100% native on the industry's leading cloud platform from Salesforce. Klient provides a complete PSA solution by combining project management tools with resource planning, time & expense, time-off management, billing, social collaboration, document sharing, and analytics delivering a 10x faster deployment than traditional PSA solutions. K
The Unit4 PSA Suite is a full practice management solution for every professional services industry. With the PSA Suite you will manage your full business processes within one single out-of-the-box state-of-the-art solution, built on the powerful Dynamics 365 platform. With the Unit4 PSA Suite you will have a 360 degree view from opportunity to your customer engagements and be on top of your company’s profitability. Move opportunities to engagements, allocate budgets and apply assign tasks to
Workamajig Platinum offers all-in-one software solution for creative agencies and in-house teams with Project Management, Resource Management, Collaboration, Digital Proofing, Finance & Billing, CRM, & more all in one beautiful easy-to-use system.
Function Point alleviates the chaotic nature of operating creative agencies, internal marketing teams and professional service firms. Used by over 9000 customers across the world, the all-in-one solution helps teams connect each stage of project management. Our goal is to make productivity more personable; to warm it up and give it a heartbeat.
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
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.
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.
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.
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.
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.
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.