Best Professional Services Automation Software - Page 17

MultiTool

My Agency

My Agency is the CRM built for creative agencies, design studios and freelancers. It brings together everything an agency uses every day: clients, projects by stage, tasks, time tracking, client approvals and billing. Each client gets a private portal to follow their projects, review and approve content, download files and message the agency, without ever seeing internal budgets or team notes. The content grid lets clients approve each piece and lets the agency publish it straight to Instagram and track its results. It also includes a sales pipeline, time tracking with hourly rates, invoice tracking (pending, paid or overdue), Gmail-connected email, a calendar with Meet and Zoom, team roles and permissions, and an AI assistant. Available in Spanish and English, priced in Chilean pesos, with a 30-day free trial and no credit card required.

MySellerOps

Napta

Napta is the SaaS solution made to carry out more projects while improving employees commitment. Napta identifies the best staff for each project (based on availability, skills, geographical location ...) and outdates your Excel for human resources! Napta improves your operational performance by helping you: - manage staffing requests - identify the most relevant staff for each project in real time - optimize the projects planning - map all your employees' skills and aspirations - conduct 360° feedback with your teams Napta increases your employees' commitment: it is a collaborative tool that brings more transparency to the staff regarding projects and resources management. The employees can express their interest in future projects through the software, and specify which skills they'd like to develop in the upcoming weeks. Napta is a customisable and easy-to-use solution that will perfectly connect with your existing IT landscape. Let's finally bring business challenges and employees commitment together!

Average Rating: 4.3/5.0

Total Reviews: 2

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.

OneDesk

OneDesk combines online HelpDesk and Project Management software. Serve your customers and manage team projects with one application.

Average Rating: 4.2/5.0

Total Reviews: 34

OnePageCRM

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.

Average Rating: 4.7/5.0

Total Reviews: 272

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

OnTrack

ONX

ONX is an operating system for people businesses: BPOs and contact centres, consultancies, managed service providers and staffing firms. In these businesses the people are the product, so the decisions that matter most (which deal to sign, who delivers it, whether the margin holds) cut across sales, hiring, delivery and finance at once. Most firms run those functions on separate tools and find out they disagreed only when a go-live slips or a quarter closes below target. ONX puts them on one core. Every plan includes ONX Core: conversations and meetings, commitments with a real lifecycle, Decision Rooms and organisational memory that Intelligence learns from. On top sit operating domains for Marketing, Revenue, Hiring, Operations, Finance and People, with Solutions, Technology & AI, Legal and Account Management in Business OS. A deal, the people needed to deliver it, the delivery itself and its margin become one connected record. What teams use it for: Decision Rooms. For every significant commitment, ONX assembles the evidence from each domain, shows which constraint actually binds, prices the options and recommends one. A person always decides, and the decision is recorded with its reasoning and later its outcome, so the next decision starts from what the business learned. Delivery Confidence. Every account is scored across nine dimensions, including capacity, hiring, technology readiness and contract terms, so operations leaders see delivery risk before the customer does. Revenue and market intelligence. Define the ideal customer, size the market, discover accounts and run deals in deal rooms that check each promise against delivery. Hiring and people. Run hiring from job to offer and keep people, skills and assignments in one record that feeds capacity planning. Finance. Rate cards, margin by account and forward commitments priced before they are signed. Intelligence. A daily brief ranks what needs attention across the business, with the evidence behind each item. Ask ONX answers questions inside every module from the organisation's own data, and customers can bring their own AI model. Plans start with one outcome (Grow, Workforce or Run) at £1,495 a month with unlimited team members, and grow into Growth (six domains) and Business OS (all ten). ONX is built in the UK, hosted in the EU and designed for GDPR and EU AI Act transparency obligations.

Optivation

Orbit Studios

Orbit Studios is a creative agency management and CRM platform that centralizes clients, projects, tasks, retainers, and invoices into one workspace, eliminating the need for multiple tools. It streamlines client management, contact information, campaigns, and task tracking. Features include Kanban boards, subtasks, calendar views, time tracking, and workload monitoring to optimize team efficiency. Billing tools support retainer-based and ad hoc projects, tracking hours, rollovers, overages, and generating invoices. A branded client portal enables clients to approve estimates, track progress, comment on deliverables, and access files and invoices. An AI companion provides daily briefings, prioritizes tasks, and flags delays. Internal messaging and search enhance team communication, while the platform’s simple setup avoids complex licensing.