Best Professional Services Automation Software - Page 11

kpi.com Humans

KPilot

Kpilot is an operational profitability optimization tool for service companies, offering detailed analysis of costs, budgets, and risks associated with projects and teams. By integrating data from multiple systems, it identifies inefficiencies, such as delays or scope changes, to reveal opportunities for savings, improve productivity, and ensure sustainable growth.

Kwapio PSA

Kwapio is a Cloud based SAAS software platform which we call it as an “un-bossing Platform:. It comes under Workplace tech and Professional service automation space but the the intelligence of modern AI integrated into it It has 3 Ps or Pillars : 1 Professional Services Automation Software 2 Platform for Un bossing: The Leadership and Management. 3 Personal Productivity assistant to employees Ai Powered Professional Services Automation (PSA) tool specifically designed to enhance efficiency, productivity, and profitability in industries requiring highly specialized services and workflows. The current design of Kwapio is designed to cater to IT services , Healthcare firms, professional services. Kwapio platform provides end-to-end automation solutions that enhance efficiency, productivity, and profitability in industries requiring highly specialised services and workflows. With the rapid growth of digital transformation across these industries, Kwapio addresses the critical need for tailored automation solutions that align with industry-specific regulations and challenges. The platform integrates project management, billing, reporting, Compliance Regulation tracking , Support and Organisation performance analytics, making it indispensable for firms looking to scale operations and maintain a competitive edge. Built for Professional Services Teams: Kwapio isn’t just another task management tool — it’s a PSA solution designed for the unique needs of service-based businesses. While platforms like Jira focus on task and bug tracking, Kwapio helps teams manage projects with real-time visibility into profitability, resource allocation, and client billing. Fast and Easy Onboarding: Kwapio comes with pre-built templates and automated workflows tailored for industries like consulting, marketing, legal, and creative services. Teams can get started in less than 15 minutes without the need for complex configurations or lengthy onboarding. Integrated Time and Cost Tracking: Tracking billable vs non-billable hours is essential for service-based businesses. Kwapio automates this process, providing insights into team productivity, project profitability, and cost overruns — helping teams make data-driven decisions to improve margins. User-Friendly and Intuitive: Designed with simplicity in mind, Kwapio offers a clean and modern interface that’s easy for non-technical teams to navigate. Unlike Jira’s complex developer-focused UI, Kwapio makes project tracking and resource planning straightforward and accessible. Outcome-Driven Insights: Kwapio provides real-time dashboards and automated reporting to give teams a clear view of project performance, resource utilization, and profitability. AI-assisted insights help identify bottlenecks and suggest improvements, enabling teams to deliver better outcomes. Core Features: ✅ Project Management: Create and manage projects with milestones, timelines, and tasks. ✅ Time Tracking: Automatically track billable and non-billable hours for accurate client billing. ✅ Cost Planning: Monitor project costs and profitability with real-time insights. ✅ Resource Management: Assign and optimize team workload to maximize efficiency. ✅ Sprint Planning: Plan and execute sprints with better visibility into team capacity. ✅ Leave Management: Manage team availability and scheduling conflicts effortlessly. ✅ Custom Dashboards: Gain real-time insights into team performance and project health. Who It’s For: Consulting firms Creative agencies Marketing agencies IT service companies Legal firms Financial services

Leadtime

Lifted Work

Lifted Work is an agency-centric work management platform designed to help service teams plan work, track time, and keep clients informed with clarity and control. Built specifically for agencies, it gives leadership and teams a single system to deliver work consistently, reduce chaos, and stay focused on client value without juggling scattered tools. 🔍 What Lifted Work Does One Unified Workspace Manage all client work, requests, and milestones from a central dashboard — giving you a real-time view into what’s due, what’s done, and where your team’s capacity stands. Task & Workflow Management Assign, schedule, and organize client deliverables with clarity. Recurring work and repeatable workflows are streamlined using templates with embedded SOPs and estimated time budgets. Built-In Hours & Capacity Planning Track time as work happens and see hours by client and team member without needing third-party timers. Plan by actual capacity, not guesswork. Client Transparency & Portal Lifted Work surfaces client progress in clear dashboards that replace ad-hoc spreadsheets and scattered communication, helping agencies show value without repeated status threads. Task-Centered Communication Comments and discussions live on tasks so teams spend less time in unrelated messages and more time moving work forward. 💡 Why Agencies Love It Built for Agency Delivery Unlike generic tools, Lifted Work focuses on agency needs — from client overviews with contacts and assets to workload balance and budget tracking — all in one place designed for service delivery teams. Adopt Without Disruption Agencies can start with a single client and evolve at their pace — no big migrations, integrations, or forced process changes. Clarity Over Chaos Clients, team members, and leadership see the same information, reducing status questions and unpredictable delivery. ⭐ Recommended For ✔ Digital agencies ✔ Marketing & creative teams ✔ Client-services firms ✔ Teams wanting predictable delivery, easier planning, and fewer bottlenecks

LoomDeck

LoomDeck is an agency operating system for marketing agencies. It connects HubSpot, ClickUp, Slack, Xero, Google Workspace, Meta Business Suite, Google Ads, and GA4 into one operating screen: revenue, delivery, pipeline, team utilisation, and client risk. Its margin autopsy reconciles time logs, invoices, and ad spend per client and prices the profit leaks it finds: unbilled hours, scope creep, overdue invoices, and wasted media spend. A rule-based alert engine watches revenue drops, margin slips, retainer risk, and quiet client channels. LoomDeck sits on top of the tools an agency already runs, it does not replace them. A free read-only demo runs at loomdeck.io/demo.

Markyto EMS

Markyto EMS is an AI-native operating system for marketing and creative firms. It combines HR, professional services delivery, client portals, and governed voice AI. Workforce: onboarding, attendance, leave, and role-based access for billable teams. Delivery: projects, stage-gated client hubs, documents, and sign-off workflows. Pipeline: inbound triage and lead qualification inside your tenant. Voice AI: 99+ governed voice actions across HR, projects, and clients. Pricing: $300 USD/month includes up to 5 users. Additional seats are $50 USD each per month. AI usage is included; overage applies if the monthly AI allowance is exceeded. Taxes at checkout. Markyto Tech Inc is based in Brandon, Manitoba, serving agencies across Canada. Website: https://www.markyto.com/ems Security: https://www.markyto.com/security

Monton

MyWeldingBiz

Netfolio

Net Net

Net Net is workflow and profitability software built for small creative and technical services firms, including agencies, studios, development shops, and consultancies. It connects estimates, Jobs, retainers, deliverables, tasks, team capacity, and time in one system so owners can see where effort is going and whether the work is likely to be profitable. Net Net helps teams plan work in hours, assign the right people, manage deadlines and approvals, track actual effort, and spot capacity or profitability problems before they become expensive. Instead of forcing small firms to piece together project management, time tracking, resource planning, and reporting tools, Net Net gives the entire team a shared operational view of the work. Owners and managers can compare estimated effort with actual effort, understand team availability, monitor project and retainer performance, and make better decisions about scope, staffing, pricing, and priorities. Team members get a clear view of what they need to do, when it is due, and how much effort has been allocated. Net Net is designed for service firms that want to improve profits on every Job without adding more administrative overhead.

Nexu Pro

Omnio Hq

OmnioHQ is an all-in-one workspace for independent consultants, coaches, freelancers, and small service businesses. Instead of juggling a CRM, a calendar app, an invoicing tool, a contract tool, and a spreadsheet, you run your entire business from one calm place. Core features: Client management · Bookings & scheduling · Invoices with Stripe payments · Contracts with e-signature · Proposals with client acceptance portal · Time tracking · Task management · Team collaboration · Recurring billing · SMS & email notifications · Public booking page · Client portal Works everywhere: Full-featured web app at omniohq.co, plus native iOS and Android apps (live on Apple App Store, launching on Google Play this week). Three plans built to scale with you: Solo ($29/mo for solo operators), Pro ($39/mo, up to 3 users, unlocks time tracking, contracts, and Stripe), Agency ($59/mo, unlimited users, full feature set). Annual billing saves ~25%. Built for the 1–15 person consultancy that wears every hat. Skip the configuration, start billing.

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.

OnTrack