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. If your software is part of this list, use this badge on your website and social media to let your readers know about your success.
List of Best Professional Services Automation Software | Top PSA Software
1. monday.com – Plan, manage, and collaborate on any project or portfolio
About monday.com: World’s top professional service automation software, monday.com features a network of certified partners who helps you in professional service integrations. The certified partners align the company’s process, strategy, and technology into the software that helps in further consultation and workflow implementation. The software enables onboard training to new team members and provides opportunities to master your skills. The platform is customizable and integrates specifically to suit professionals’ requirements.
monday.com 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
“Thanks to monday.com, we are now able to budget the team’s time and efforts much more scientifically, leading to increased operational efficiency.” – Samyuktha Shivakumar
1001 – 5000
$8 /seat /month
2. 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
3. Kantata, formerly Mavenlink – Deliver Work Better. Faster. Together
About Kantata: Manage tasks and project plans. Monitor budgets. Allocate resources. Track time and expenses. Analyze outcomes. With Kantata, you get accurate visibility into task status, resource availability, and performance across the entire project lifecycle so your team can scale successfully. Start with Project Management, then grow into Professional Services Automation (PSA), resource planning, project accounting, business intelligence, and team collaboration — all in a single, user-friendly platform. With clients in more than 100 countries, Kantata is used by creative agencies, IT services firms, embedded services organizations, professional services teams, and everyone in between.
Kantata Professional Services Automation Features : Billing & Invoicing, Client Portal, Collaboration Tools, Document Management, Portfolio Management, Project Management, Proposal Generation, Resource Management, Time & Expense Tracking
“Kantata offers a very wide variety of features and tools that make project/resource management that much easier. As I migrated from an ERP-based tool to Kantata, I find it much more user-friendly and intuitive. Extreme ease of use!” – Dominique A
201 – 500
4. 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
5. 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
6. 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
7. 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
8. 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
9. Continuum PSA – ONE SOLUTION. BEST PROJECT DELIVERY.
About Continuum PSA: CrossConcept Continuum goes beyond traditional PSA solutions available today by incorporating cutting-edge UI technology making the solution more user-friendly, resulting in fewer clicks within the solution and time spent logging data. CrossConcept Continuum has been built from the ground up to integrate with all major accounting systems to seamlessly synchronize projects and accounting within one unified system.
Continuum PSA Features : Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Proposal Generation, Resource Management, Time & Expense Tracking
“CrossConcept’s PSA resources provided Hitachi Data Systems with business consultation to help us quickly achieve our objectives. Their deep knowledge of PSA and open and collaborative approach were vital to helping our professional services organization develop complex logic and supporting reports to increase productivity and run our business more efficiently.” – Michiko N.
11 – 50
10. 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
11. Ravetree – Everything, organized in one place.
About Ravetree: Ravetree is an award-winning work management software platform that empowers teams to deliver work faster, be more informed, and spend less time searching for information. Companies use Ravetree to manage their projects, resources, and creative workflows—all in one place. Ravetree eliminates the pain of moving between different applications to find important information, relying on cumbersome spreadsheets, and entering the same data in multiple places. It’s easy to get work done with Ravetree!
Ravetree Professional Services Automation Features : Billing & Invoicing, CRM, Client Portal, Collaboration Tools, Document Management, Portfolio Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking
“Ravetree has transformed our business. Things that used to take multiple software and apps are now under one umbrella. The entire team loves Ravetree, and it’s so amazingly powerful.” – Courtney B.
1 – 50
12. 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
13. HaloPSA – All-in-One PSA Software for MSP’s
About HaloPSA: HaloPSA is a single, all-inclusive solution, designed for MSPs. HaloPSA gives you the power to manage your comprehensive service desk with powerful ITIL aligned out-of-the-box functionality. With an integrated PSA platform you will experience features such as time-tracking and billing, advanced reporting, asset management, remote access, seamless integrations and automation tools. Tailored to your requirements with an intuitive UI, you can remedy your client issues with an unlimited PSA solution.
HaloPSA Professional Services Automation Features : Billing & Invoicing, CRM, Client Portal, Collaboration Tools, Document Management, Portfolio Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking
“Halo has contributed to the successful re-contract of two large managed service clients, by clearly demonstrating its effectiveness in enabling collaboration between onsite and offsite IT Teams.” – Tom Yoxall
Halo Service Solutions
50 – 100
14. 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
15. 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
16. 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
17. 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|
Professional Services Automation Software Buyer’s Guide
Professional services create management and leadership challenges designed to help streamline a solution provider's business operations. Professional service provider organization provide their solutions for different industries, including lawyers, advertising professionals, architects, accountants, financial advisers, engineers, and consultants, etc. Typically, they are the organization or profession that offers customized, knowledge-based services to clients. To provide such customized services to maximize the profitability of clients, Professional Service Automation (PSA) Software is designed and evolving as most of the products are adopting a cloud-based model.
» What is Professional Services Automation Software?
Professional Services Automation (PSA) software is a service provider designed to offer professional services to professionals, such as lawyers, auditors, and IT consultants. The PSA system is developed to automate and manage business tasks. The main aim of this system is to ensure on-time project delivery, well within the budget, and as per customer’s requirements and specifications. Professional services automation solution is a kind of project management assistance that includes resource management, time tracking, business intelligence, collaboration tools, documentation, invoicing, management of billable staff, etc.
PSA system works in integration with accounting, CRM systems, and payroll systems to provide more efficient results in all the operations of the organization. PSA tools enable the integration of industry-suitable metrics for a better understanding of operations in order to improve efficiency and profitability. This is especially helpful for the organization as they grow, the complexity of their projects tends to increase as well. PSA system is used to provide visibility into mid-project profitability. Professional Services Automation tools work consistently throughout the project lifecycle from planning to managing to evaluating the performance at every stage. By centralizing the organization’s processes, data and PSA solutions, it is easy to maintain and deliver services more accurately and efficiently, and also by streamlining or automating the repetitive manual processes.
» What are the features of Professional Services Automation Software?
PSA tools were basically designed for providing professional services to consultants, lawyers, professional service teams, and others. But now, the PSA system is wide earning its popularity in all the industries, such as Information Technology (IT), Marketing and Communications, Architecture, Engineering, and Construction (AEC), Business Consulting, etc.
Some of the common features of professional services automation (PSA) software include:
› Project Management
Professional services automation system is capable of handling all the activities that are necessary to manage projects, right from bidding to contract management, cost management, bid comparison, conceptual estimates. PSA tools also provide project templates, automated resource allocation, provision for collaboration for robust project planning. PSA tool is designed to handle everything from time and expense capture to client invoicing. PSA system also allows clients to use this portal for information and collaboration.
› Resource Management
PSA tool is designed to help manage resources within the organization. This PSA feature helps to effectively utilize available resources. The Professional services automation system has centralized tools to provide visibility of the resources ad their usage and demand along with the forecasts. Through resource management feature, it provides a clear awareness of the resource utilization to make better decisions for more efficient work and higher customer satisfaction. Allocating resources based on their skill sets, forecasting the resource requirements, timesheets, cross-project resource allocation, skill management, capacity planning are some of the features of resource management.
PSA system is capable of handling everything from time and expense capture to client invoicing. This feature helps organizations to maintain their accounts accurately. PSA accounting functionality varies from one system to another depending on the vendors. Some of the premium PSA solutions provide accounting features such as accounts payable, accounts receivable, payroll processing, budgeting and forecasting, tax compliance and even support multi-currency in some of the advanced systems. Altogether, these combined data provides a financial overview and accounting structure of the organization.
Scheduling is one of the most important features the best professional services automation software can provide. These include notifications about due dates and deadlines along with managing attendance, appointments, and calendar. PSA tools provide features that include automated email alerts as per schedule to keep everyone updated, manages timelines and resources, also export and import of data.
Reporting feature provides the organization with clear visibility of the performance and delivery operations. PSA tools are featured to track performances of all key areas. Custom reporting, sales reporting, resource reporting, dashboards help to get a clear insight into the performances. Accurate reporting features of PSA software helps project managers to make smart business decisions.
With this PSA feature, it’s easy to process transactions and generate bills using tracking features, accept digital payments to receive dues on time, also create invoices and deliver them to clients effortlessly. This feature also includes automated billing, automated transactions, processing credit cards, and invoice generation and delivery.
» What are the benefits of Professional Services Automation Software?
In simple words, a professional services automation solution is designed to improve the organization’s overall performance and profitability by providing services like improving workflows in all areas, decreased project cancellation rates, on-time project delivery by utilizing the resources efficiently, thus improving the project margins.
› Project and Resource Management
The best professional services automation software is featured to track the project’s workflow from bidding until the signing of the last invoice, benefiting in managing projects. PSA system is helpful in the management of the available resources and productive usage of them without idle time, thus, optimizing resource usage.
PSA tools are beneficial in keeping the organization’s data and information organized in a centralized location for easy access and maintenance. It is also helpful in delivering services more accurately and efficiently by automating repetitive manual processes
With the help of the centralized data, it’s easy to track and collect data from all key areas to generate real-time reports. With the help of these analytical and customizable reports, business decisions can be made effortlessly based on accurate data to drive stronger and larger margins.
› Easy deployment
The latest PSA tools are designed for easy configuration, quick integration, fast deployment, and low implementations and maintenance cost.
» What can be the cost of Professional Services Automation Software?
PSA software is one of the most essential tools for service organizations. It seems quite challenging to understand the implementation cost of a PSA solution without a proper reviewing of the tool as prices aren’t openly published. There are many PSA service providers in the market that comes up with different fees and implementation costs. The average cost of PSA software yearly cost per user is around $852, which is significantly lower than the improvements in profitability that are around $20,000 per user, that organizations were able to realize by implementing a PSA solution. Additionally, one-time implementation costs may cost you around $700 per user. But these amounts will vary depending on the organization’s needs, the PSA tool you select, and the complexity of your implementation and deployment.
With the service automation tool in hand, an organization tends to grow significantly. Irrespective of the size of your business and its complexity, regardless of the tools you have used to get by, PSA solution will provide you with the service that will fit your needs. Invest in implementing one now will really help in magnificent growth, empowering the workforce, and eventually, pay for itself many times over.
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