Best Professional Services Automation Software - Page 9

Align

Allio

APii

Arrow PSA

Arrow PSA delivers a business-first approach to professional services technology. Easy-to-use, Robust Features – Arrow PSA makes the management of your business easier. Gain a better understanding of the utilization of your resources, real-time updates of your project portfolio and bird’s eye view of your organization’s profitability! Supports Every Organizational Role – Designed by professional services experts, Arrow PSA addresses every role in your organization, from subject matter experts and knowledge workers, project managers, accounting, to executive-level management. One Single, Powerful System – Simplify and unify your administrative processes with a single system for professional services automation. Arrow PSA is device and platform agnostic, and is completely native on Salesforce.

AspirePro

AspirePro is the all-in-one professional services automation (PSA) platform for agencies, consultancies, and services teams. CRM, projects, service desk, time & billing, finance, HR, Knowledge, and more — connected in one workspace, with Prox, a built-in AI assistant, on every page. Most services businesses run on six disconnected tools. Deals live in one system, delivery in another, tickets in a third, and the numbers get reconciled in a spreadsheet at month-end. AspirePro replaces that stack with a single source of truth: every deal, project, ticket, hour, and invoice tied to the client it belongs to. What's inside: • CRM — visual pipelines, email and meeting auto-logging, forecasting and win/loss reporting • Projects & Delivery — tasks, milestones, files, and client-visible progress in the portal • Service Desk — email-to-ticket on any board, SLA timers, automations, and satisfaction surveys • Time & Billing — timesheets, expenses, agreements, and invoicing from the same place your team logs hours • Finance & Profitability — QuickBooks sync, in-app P&L and cash flow, client margins, MRR movement, and flight-risk signals • HR — people records, time off, and recruiting • Dashboards & Reporting — build a dashboard for any question and drill from any chart to the records behind it • Prox AI — an assistant that can read your data and take action, with your permissions enforced on every request Built for teams that take security seriously: isolated per-tenant databases, SSO with Microsoft and Google, enforced two-factor authentication, granular per-module permissions, and full audit logging. Per-seat pricing. Only pay for the people who use it. AspirePro is a product of AspirePro LLC.

atimeüs

Atimeüs is a SaaS ERP built for IT services companies (ESN) and consulting firms. It brings together in a single platform everything a service business needs to run its operations: time tracking, project management, resource planning, invoicing, expenses and reporting. Time and activity tracking: consultants log their time, absences and non-billable activities in timesheets, which are then validated by managers. Leave requests and expense reports are handled in the same tool. Project management: Atimeüs supports both time & materials and fixed-price engagements. Project managers follow progress, consumed versus planned workload and project profitability. Resource planning: forecast staffing and team availability to anticipate needs and keep utilization high. Invoicing: client invoices are generated from validated time entries and project milestones, reducing manual work and billing errors. Reporting: customizable dashboards give management real-time visibility on revenue, utilization rate and margins. Atimeüs is designed for every role in the company — consultants, project managers, sales and finance — with each user accessing the information relevant to their job. As a web application, it is available from anywhere, with no installation required.

AUTOMY

AUTOMY is a HyperAutomation No-Code platform that provides Workflows, RPA and AI by integrated applications and tasks into a single ecosystem.

Average Rating: 5.0/5.0

Total Reviews: 3

Avant Manager

AvariHQ

AvariHQ is a cloud-based business management platform designed for agencies, consultants, and service-based businesses. The software integrates Customer Relationship Management (CRM), Project Management, Financial Operations, and Marketing Automation into a single interface, allowing users to manage business operations from one central location. Core functionalities include: White Labeling: Users can configure the platform with their own custom domain, logo, and branding, ensuring the software interface reflects their specific business identity rather than the vendor's. Client Portals: Provides a secure, login-based environment where clients can view project status, sign digital contracts, upload files, and pay invoices. Sales & Marketing: Includes tools for contact management, email marketing automation, and the creation of digital proposals and estimates. Project Management: Features task tracking, Kanban boards, file management, and time tracking capabilities linked directly to invoicing. Financial Operations: Supports recurring billing, subscription management, and payment processing via integrations with Stripe, PayPal, and Authorize.net. LMS & Community: Includes a built-in Learning Management System for hosting courses and a community forum feature for client engagement. AvariHQ functions as an operational system for managing client lifecycles from lead generation through to project delivery and billing.

Avaro-One

Avaro-One™ is a cloud-based platform that brings customer relationship management and professional services automation together in one integrated system. Built for professional services firms, it enables teams to manage sales pipelines, project delivery, time tracking, invoicing, and operational reporting through a single subscription-based application. Developed by Avaro Technologies Ltd., a UK-based software company, Avaro-One™ is purpose-built for consultancies, managed service providers, and other professional services organisations that have historically relied on a fragmented stack of disconnected tools to run their business. The platform replaces the need for separate CRM, project management, time tracking, invoicing, marketing automation, and HR performance tools by unifying all of these capabilities under one roof. Key features include a full sales pipeline with lead scoring, quoting, contract lifecycle management, built-in video meetings inc screen sharing and e-signature; project delivery with interactive Gantt charts, resource planning, and timesheet approval workflows; marketing automation with email journeys, A/B testing, and audience segmentation; finance management with recurring invoicing, expense OCR, and profitability reporting; and people development tools covering performance reviews, OKRs, competency frameworks, and coaching. The platform also includes a branded client portal, GDPR compliance tooling, two-factor authentication, role-based access controls, and a webhook framework for external integrations. Avaro-One™ is designed to support the complete client lifecycle — from first lead through to project delivery, invoicing, and renewal — without requiring integrations or manual data handoffs between tools. It is available via a free tier and paid seat-based plans starting from £35 per seat per month, with an enterprise option for larger or more complex organisations.

awork

awork is the #1 project platform for agencies. Other project tools weren’t built for how agencies work and what they need to succeed. That’s exactly where awork comes in. awork is the only project management tool built specifically for agency workflows: Managing complex client projects across internal teams and external collaborators — planning, scheduling, collaboration, and time tracking all in one place. - Complete overview: Better visibility across projects, teams and deliverables. - Fast, reliable planning: More accurate project plans, better utilisation. - External collaboration: Add clients and freelancers at no extra cost. - Integrated time tracking: Increased billability, less chasing. - Smart AI assistance: Personalised project copilot for efficient work. - Guided onboarding: Fully onboarded in 6 weeks, guaranteed success. awork is GDPR-compliant and hosted on ISO 27001-certified Microsoft servers in Germany, ensuring your data stays secure and private. It’s intuitive design ensures your whole team will actually use it - leading to faster delivery, and happier clients. Join over 10,000 agency teams already doing better work with awork.

Average Rating: 4.3/5.0

Total Reviews: 24

Axumind

Axumind is a client portal infrastructure designed specifically for modern agencies. It provides a centralized platform where agencies can manage client interactions, share documents, and streamline communication processes. By offering a unified interface, Axumind aims to enhance collaboration between agencies and their clients, ensuring that all parties have access to necessary information and tools in one place. The platform's main features include document management, where agencies can securely upload, organize, and share files with clients. This ensures that all relevant documents are easily accessible and reduces the need for back-and-forth emails. Additionally, Axumind offers communication tools that facilitate real-time messaging and updates, allowing for efficient and transparent interactions between agencies and clients. Another key feature is task management, enabling agencies to assign tasks, set deadlines, and monitor progress within the portal. This helps in keeping projects on track and ensures accountability among team members and clients. Axumind also provides customization options, allowing agencies to tailor the portal's appearance and functionalities to align with their branding and specific operational needs. By integrating these features, Axumind aims to improve operational efficiency, enhance client satisfaction, and foster stronger relationships between agencies and their clients. The platform's focus on centralization and ease of use makes it a valuable tool for agencies seeking to modernize their client management processes.

Belvak

Belvak is an all-in-one business operations platform designed specifically for service-oriented teams, including IT agencies, consultancies, and service firms ranging from 5 to 50 members. It integrates various essential functions into a single system, streamlining workflows and enhancing operational efficiency. One of the core features of Belvak is its unified pipeline that seamlessly connects the entire business process. Starting from capturing leads, users can create and send tracked proposals. Upon client approval, these proposals automatically convert into projects without the need for redundant data entry. As projects progress, invoicing becomes straightforward, with the ability to bill against contracts in a single click. Payments are then reconciled, updating statuses automatically, ensuring that no task or financial detail falls through the cracks. Belvak offers a comprehensive suite of modules tailored to the needs of service businesses. The project management module provides visibility into contract values, collection progress, and team assignments for each engagement. The invoicing and payments module supports billing in over 50 currencies, with statuses updating in real-time as payments are received. Client management is enhanced by detailed profiles that link every project, invoice, and payment, offering a clear financial overview of each client relationship. For teams that handle recurring services, Belvak's maintenance contracts module allows for the management of ongoing agreements with features like auto-renewal alerts and bulk recurring invoice approvals. The recruitment module is particularly beneficial for agencies, enabling the upload and parsing of CVs using AI, filtering candidates by skill, and integrating new hires directly into project teams without the need for separate applicant tracking systems. Belvak also includes an AI assistant that provides instant insights into business data, answering questions such as "What did we invoice in June?" or "Which contracts renew this month?" This feature ensures that critical information is always at the user's fingertips. Financial management is simplified with tools that track cash flow, profit margins, and operational expenses. Users can log incoming payments from projects and maintenance contracts, as well as outgoing expenses like payroll and purchases. Belvak calculates real-time profit and margin for any period, offering a clear picture of the company's financial health. Time tracking is another integral component, allowing teams to log hours against projects and maintenance contracts. Each hour is priced based on actual pay rates, so labor costs and margins are automatically calculated, providing transparency into project profitability. Security and reliability are paramount in Belvak's design. The platform features role-based access controls, workspace isolation to ensure data privacy, daily backups with 60-day retention, and secure sign-in options, including Google single sign-on with hardened, short-lived sessions. Getting started with Belvak is straightforward, with a setup process that takes approximately 10 minutes and requires no consultants. Users can import clients and projects or start fresh, send AI-generated proposals with tracked links, and convert approved work into invoices, all within the same platform. In summary, Belvak consolidates multiple business functions into a cohesive platform, eliminating the need for disparate tools and manual data entry. By connecting proposals, projects, invoicing, payments, client management, recruitment, and financial tracking, Belvak empowers service teams to operate more efficiently and focus on delivering value to their clients.

BenchMarx

Beyond Software

Beyond Software is a web-based project profitability software solution designed with 24/7 access from anywhere with ERP integration to give you tools you need to drive your business.

Average Rating: 3.5/5.0

Total Reviews: 1