Business-oriented work, which requires managing and measuring service delivery at scale, calls for facilities like professional service management software. They are all capable of turning chaos into an organized scene, but it depends on their users who extract its full capacity. After identifying your organization’s needs and objectives, you can use this software to increase the headcount of your project work, grow the range of services to meet the client’s needs, expand your market more geographically. Although it may seem that the professional service software are only useful for large-scale organizations, it is not true. They offer help with employment increment; they help in the growth of demand, they help you contain your great ideas and frameworks in spreadsheets and form of proper data. There are PSA software for small business owners, who wish to delve into the greater goods and become larger. From top sites like GetApp, Capterra, and G2Crowd, here we have top 10 Professional Services Automation Software that will prove to help developed and developing projects alike.
» Our score is based on user satisfaction (reviews & ratings), social media buzz, online presence, and other relevant information.
List of Best Professional Services Automation Software | Top PSA Software Reviews
1. Wrike – Manage your projects from start to finish with Wrike
About Wrike : Wrike Inc. is the most sought-after Professional Services Automation Software and has clients like Citrix, Hootsuite and many Fortune 100 companies. The top features include connecting tasks, discussions, and other necessary tools like emails to the project plan. It gives up-to-date information on project performance and statistics. It has accelerated project delivery with real-time collaboration on the same page and provides organizations quality automating services and tools, usability, customization and scalability.
Wrike Professional Services Automation Features : Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Resource Management, Time & Expense Tracking
“Wrike takes things to another level. Keeping track of every detail and every task to ensure all elements are in place on launch day was a challenge; Wrike enables us to do it more accurately, thereby decreasing our costs.” – Meredith Selden
51 – 200
2. NetSuite– Cloud ERP and business management suite
About NetSuite : World’s leading automation software suite made for the needs of high-growth and mid-sized businesses, Netsuite manages the complete bid-to-bill processes of any service industry. It has a simple user interface and has multiple implementations. Top features of this software include project management, resource management, project financials, billing and invoicing, automation of operations, streamline processes, decrease IT costs and complexity, and improved real-time visibility across the business.
NetSuite Professional Services Automation Features : Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking
“It wasn’t until I used a different software for CRM, Inventory, and reporting that I missed using NetSuite. It was simple to have different roles and permissions for departments like marketing, finance, operations. The reporting was easy to set-up daily/weekly/monthly reports and have them emailed straight to your inbox.” – Tara H.
1001 – 5000
Not provided by vendor
Yes, get a free trial
3. SherpaDesk – A support soution to help track time and manage projects
About SherpaDesk : It is one of the most easy-to-use Professional Services Automation Software giving companies the ultimate freedom to focus on growing their business. It is a cloud-hosted solution that integrates core business processes into one solution. SherpaDesk accurately tracks billable and non-billable time, resolves customer issues, automates invoicing and manages project profitability. It is a powerful, reliable automation platform dedicated to IT businesses, enabling them to provide high-quality service to their clients.
SherpaDesk Professional Services Automation Features : Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Project Management, Time & Expense Tracking
“We are able to input and organize all technology requests on our campus. We have also really appreciated how the team at SherpaDesk has been willing to have open ears and value our opinions and suggestions.” – CHRISTOPHER LLOYD
11 – 50
4. Winautomation – Put your work on Autopilot
About Winautomation : Winautomation brings the benefits of robotic process automation. It allows organizations to automate any desktop and web-based task with zero effort. With a simple user interface, this software automates the routine and repetitive tasks given by the user. This software runs on Windows and is a powerful Windows-based automation solution. It learns through robotic processes and applies it on the go and is considered to be the best available automation solution for windows.
Winautomation Professional Services Automation Features : Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking
“This program is absolutely amazing. Recording repetative actions, browser based activities or just plain keypresses works fast, effectively and most importantly really efficient. Easy to setup program with tons of features that enables you to do just about anything! Great program for every day users!” – Gerald D.
51 – 200
5. Tigerpaw Software – Business management automation
About Tigerpaw Software : A leading, developer of professional service automation (PSA) software and service management, Tigerpaw Software is designed for small and mid-size businesses. It helps organizations in managing and automating marketing, sales, service and inventory functions as well as time tracking and billing management with its flagship product, Tigerpaw Business Suite. It is cloud-based. Top features include automation process, increased collaboration, streamlined project management, sales automation and improved customer service.
Tigerpaw Software Professional Services Automation Features : Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking
“TigerPaw is pretty slick. Most of the problems that we have stem from how it was implemented and not how it functions, so make sure you have someone to guide you. We’re trying to go change many our of processes but it’s slow and daunting. Thankfully, TigerPaw has been readily available and their support is responsive and thorough.” – Tricia C.
51 – 200
6. Accelo – Automation software for all Professional Service Businesses
About Accelo : Accelo is a smart technology platform that provides you and your team a single, easy-to-use integrated system by automating and streamlining work into one system. A minimum of five teams or more can utilize the benefits of the solution. It is a cloud-based software and allows you to do your work remotely. It is combined with simple and powerful tools required for daily operations of the organization and makes it more productive, efficient and profitable.
Accelo Professional Services Automation Features : Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking
“Love the ability to see all tasks and drag and drop through deadlines. Love being able to track a project from proposal stage through quoting through project management and billing. Unique and totally awesome end to end product. Oh and awesome email integration.” – Adam S.
51 – 200
7. Clearview InFocus – ERP, accounting and project management software for AE firms
About Clearview InFocus : Clearview InFocus is a Professional Services Automation (PSA) Software that works for large and midsize architecture and engineering firms. The top features include project management, automated billing and time and expense statistics, dynamic report-building capabilities, etc. It is helpful for accountants and project managers allowing them to save valuable time and energy. Analytical dashboards give business intelligence in real-time that creates better decision making by the users.
Clearview InFocus Professional Services Automation Features : Billing & Invoicing, CRM, Project Management, Resource Management, Time & Expense Tracking
“One thing I like most about Infocus are the Gridgits on the dashboard that provide various information all in one place. I also prefer this program because of the flexibility in entering data so there is no more deleting something because you have to make a minor change.” – Julie T.
11 – 50
Not provided by vendor
8. Forecast – Resource scheduling & project management for agencies
About Forecast : It is an AI-powered resource platform for organizations delivering projects on time. It allows teams schedule into visual plans. Forecast is a time-saving resource tool for fast-paced organizations. It keeps the tab on the necessary upcoming projects and makes smarter resourcing decisions, increasing efficiency and productivity. From providing real-time insights to group scheduling, it offers a wide range of automated tools that work best for organizations with more clients.
Forecast Professional Services Automation Features : Billing & Invoicing, Client Portal, Collaboration Tools, Document Management, Portfolio Management, Project Management, Resource Management, Time & Expense Tracking
“I trialed around 7/8 different project management software’s over six months: The main problem was I needed both project management and resource management tool – which proved to be really hard to find. Although, finding Forecast dealt with all my needs – Projects are running smoother, and we can control the budgets better.” – Gordon
11 – 50
9. UiPath Robotic Process Automation – Robotic Process Automation
About UiPath Robotic Process Automation : UiPath Robotic Process Automation is the most advanced Enterprise #RPA Platform, built for business and IT organizations. It provides consistent automation of data entry on any desktop and web form application. More than 1,500 enterprise and government organizations use this solution in their daily work. It enhances business productivity and efficiency ensuring compliance and enhanced customer experience. It has a high level of demand in the Professional Services Automation Software category.
UiPath Robotic Process Automation Features : Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Project Management, Proposal Generation, Resource Management, Time & Expense Tracking
“UiPath is really intuitive. Even business users can work with it after a short introduction. It is easy for everybody to see the immediate benefits that RPA has to offer. The vendor also has it’s own academy with a lot of free resources. We could scale up rapidly from a single person to team to department.” – Anthony v.
1001 – 5000
10. Conrep– Web-based applicant tracking & PSA software
About Conrep : From providing end-to-end solutions for consulting, staffing, recruiting and professional services to building workflow, tracking and controlling of the work, Conrep is easy to implement as it a web managed solution that increases the organizational efficiency. It manages bench sales and training, applicant database, human resources, accounting and finance. Top features include job order management, timesheets and expenses, self-service employee portals, email merge tools, etc.
Conrep Professional Services Automation Features : Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Resource Management, Time & Expense Tracking
“We are using Conrep since 4 years and it meets all of our requirements for the HR & Recruitment modules. Better tool for Client / Vendor Database management and very good customer support. Overall it’s great recruiting tool and very user friendly.” – Naresh K.
11 – 50
11. Praesto AE – Project Management Software for Architects and Engineers
About Praesto AE : Praesto AE is a Professional Services Automation Software that allows a user to track and manage the projects. It has a feature called Tracking Fields that creates custom fields for tracking, categorizing and organizing the projects. Tracking fields have own list of values, defined by the user. Users can search, sort and report on the tracks. It is mostly used by architectural and engineering companies to track project reports.
Praesto AE Professional Services Automation Features : Billing & Invoicing, CRM, Document Management, Portfolio Management, Project Management, Resource Management, Time & Expense Tracking
“We are a mechanical engineering firm and are an original user of Praesto AE, maybe even the first one! It solved a lot of our project organization woes, and assembled all of the data, both project and billing, in a single, easy to use format.” – Wayne B.
02 – 10
12. Coaches Console – Leading tool to organize your professional coaching business
About Coaches Console : A PSA software that creates, organizes and keeps the coaching experts on loop regarding the timings and details of their work. Coaches Console organizes and stores client information as well as keeps scheduling charts ready for coaching. Hundreds of coaches worldwide use this software to practice and accelerate their incomes. It establishes a marketing website and integrates private client website in minutes. Coaching experts recommend this software to budding coaches.
Coaches Console Professional Services Automation Features : Billing & Invoicing, Client Portal, CRM, Document Management
“Coaches Console is a revolutionary resource essential to any serious Coach. The bonus benefit is that this valuable organizational tool is delivered by Kate & Melinda – two high integrity Luminaries with a rare but sincere dedication to and care for all of their clients. Don’t think – jump at the opportunity to work with them!” – Callan Rush
11 – 50
Get Quick Comparison of Top Professional Services Automation Software
|Professional Services Automation Features||Wrike||NetSuite||SherpaDesk||Winautomation||Tigerpaw Software||Accelo||Clearview InFocus||Forecast||UiPath||Conrep|
|Price||$9.80/ month/user||Not provided by vendor||$39.00/ month/user||$499.00/ one-time/user||$65.00/ month/user||$16.00/ month/user||Not provided by vendor||$19.00/ month/user||$3,990.00/ year/user||$30.00/month/user|
|Billing & Invoicing|
|Time & Expense Tracking|
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