Best Professional Services Automation Software - Page 11

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).

ClientCee

ClientCee is a cloud-based agency management platform for digital marketing, web design, creative, and SEO agencies. It brings client relationships, sales pipelines, project delivery, team operations, and billing into one workspace. Agencies can manage leads and follow-ups, prepare proposals and estimates, share contracts for electronic signatures, organize projects and tasks, track time, and manage invoices, payments, and expenses. Forms capture enquiries, while reporting tools help owners review sales, delivery, and financial activity. ClientCee provides separate experiences for agency owners, employees, and clients. Its client portal lets clients access shared project information and documents, review deliverables, respond to estimates, view billing records, and submit support requests. Team features include employee records, permissions, attendance, leave, and timesheet reviews. Additional capabilities include recurring invoicing, social media scheduling, and renewal tracking for services such as domains, hosting, and subscriptions. Feature availability depends on the selected plan, enabled modules, permissions, and configured 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.

ClientOS

ClientOS is a self-hosted client portal and agency admin. Sell services, take payments, run orders, invoice and support clients on your own server, under your own brand, with your clients’ data never leaving it.

CLOBSOW

Clousys

Clousys Business Solutions is an AI-powered Professional Services Operations Platform that helps businesses manage projects, resources, workflows, teams, and performance from one unified platform. With real-time insights and intelligent automation, Clousys helps professional services teams work smarter, improve productivity, optimize resources, and make faster business decisions.

Coastline

Coastline is project management software built for service businesses. It brings together pipeline management, estimates, invoices, scheduling, task management, and team communication in one platform, so you can stop juggling disconnected tools. Built-in automations handle routine follow-ups and status updates, keeping projects moving without the manual overhead. From first contact to final invoice, Coastline gives service teams everything they need to close more jobs and deliver better work.

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

ConsultancyOS

Consulting Cockpit

Curoxi

Curoxi is a customer operations platform for service teams that need one shared workspace for delivery, billing, support, documents, and follow-up. Instead of managing customer work across disconnected tools, teams can run each account from a single operational view where projects, releases, invoices, support requests, renewals, and customer documents stay connected. Curoxi helps companies reduce manual coordination, improve visibility across teams, and give both internal users and customers a clearer view of what is in progress, what is pending, and what comes next. It is built for businesses that want a more structured, scalable way to manage customer delivery and commercial operations end to end.

Current Day

Current is an AI-native CRM and project-delivery platform for MSPs, built by an MSP that runs one. It does not replace your PSA - it runs on top of it, syncing two-way with ConnectWise, Autotask or HaloPSA, so the PSA stays the source of truth for time and billing. Projects are dependency-aware: move one date and the plan reflows around PTO, ticket load and real technician availability, with the critical path always on screen. Gantt, Kanban and calendar share one plan. The CRM builds pipeline on live PSA data, and shows account profitability from real contract lines, vendor cost and technician hours. Whitespace reads what each customer already buys, then flags recurring ticket and email demand for services they don't - with the evidence attached. AI is included, not upsold: project briefings, sales briefs, churn watch, SOW-to-project import and Strategic Business Reviews. Microsoft 365 native. Unlimited free partner-portal viewers. SOC 2 Type II audited.

DASO

DASO is the all-in-one project management and time tracking solution built specifically for consultants and advisors with 1-50 employees. We combine intuitive resource planning, invoicing, and real-time financial reporting into one simple platform—eliminating the clutter of generic tools so you can focus on billable hours and profitable projects.

DAY ONE Software for Professional Services

Professional services operations on Salesforce. One operating view from Prospect to Payment: delivery, time, costs, WIP, invoicing.