PSA Software

Get the best PSA software for your business. Compare product reviews, pricing below. Read our buyer’s guide for more help.

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Promys PSA Screenshot
Promys is one of the best reviewed business software solutions for IT, MSP, Audio Visual & Physical Security solution providers. Promys is easy to use & implement and scales from ten to hundreds of users. Re-written from…
Price Range
$ $ · · ·
Starting Price
$39/month/user
Client OS
Web, iOS, Android
Deployment
Cloud Hosted
Infor SunSystems Screenshot
Your traditional financial management system (FMS) locks you in to rules, structures, and business models that can’t evolve to meet your changing needs. But you need to redefine your systems on the fly, and respond to…
Price Range
$ $ $ $ ·
Client OS
Web, Windows
Deployment
Cloud or On-Premises
Progressus Screenshot
Our solution provides all the capabilities needed to manage professional services and project-based businesses of any size operating in any geography. Functionality spans all the important processes in your firm resource…
Price Range
$ $ $ $ $
Client OS
Web, Windows
Deployment
Cloud or On-Premises
Norming Screenshot
The Norming Professional Service Automation System is a powerful and flexible business management software designed with industry leading technology to automate and control the most vital activities and processes of a…
Price Range
$ $ $ · ·
Client OS
Web
Deployment
Cloud Hosted
Tenrox PSA Screenshot
Multi award winning and leading professional services automation software for today’s project-based global dispersed businesses. PSA software helps manage your professional service practice or internal IT office. Helps manage…
Price Range
$ $ $ $ ·
Client OS
Windows
Assistance PSO for Microsoft Dynamics Screenshot
Assistance PSO for Microsoft Dynamics is the total solution for professional service organizations. Does project management play a major role in your organization? Our project software allows for total control of all aspects…
Project Portfolio Management Screenshot
This integrated approach incorporates the disciplines of Portfolio Planning, Project Portfolio Management (PPM), Application Portfolio Management (APM) and the management of resources involved in all aspects of the portfolio…
Price Range
$ $ · · ·
Starting Price
$50/month/user
Client OS
Web
Deployment
Cloud Hosted
SurePSA Screenshot
Works with Dynamics CRM Online or On Premise; Manage Project, Project Phase and Project Category activity; Manage Project Milestones and Issues List; Activity & Expense assignment to Projects and/or Cases; Create Billable…
Tribridge PSA Screenshot
The innovative design of Tribridge PSA, powered by Concerto Cloud Services, transforms Customer Relationship Management (CRM), Professional Services Automation (PSA) and Enterprise Resource Planning (ERP) solutions into a…
FunctionFox Screenshot
Simple timesheet and project management software for creative teams With more than 100,000 users in over 100 countries around the globe, FunctionFox is the proven timesheet and project tracking system for creative teams…
Price Range
$ $ · · ·
Starting Price
$35/month
Client OS
Web
Deployment
Cloud Hosted
Deltek PSA Screenshot
Deltek PSA is a single, cloud-based solution that puts engagements and people at the center of your business. Unlike other disparate tools or generic systems, Deltek keeps your team focused on what matters most managing your…
NetSuite OpenAir Screenshot
NetSuite OpenAir software is the world’s #1 cloud professional services automation (PSA) solution, providing project-based businesses with powerful project management, resource management, project accounting and timesheet and…
Price Range
$ $ $ $ ·
Deployment
Cloud Hosted
Project Insight Screenshot
Project Insight is the leading mid-market enterprise project management solution that bridges experienced project managers with team members that need an ‘easy to use’ project solution. Project Insight is 100% web-based and…
Price Range
$ $ $ · ·
Starting Price
$65/month/user
Client OS
Web
Deployment
Cloud or On-Premises
Tenrox Screenshot
Project management software ‘ Plan and budget portfolios and projects; forecast and measure resource utilization; track labor costs and all other job costs; report on project financials. Do I have the resources I need?; Are…
Changepoint Screenshot
Whether you are searching for Professional Services Automation (PSA), Services Resource Planning (SRP) or PPM for Services, the solution is still the same. Improving customer acquisition, service delivery, financial health…
Infor SunSystems PSA Screenshot
In today’s highly competitive global marketplace, companies must work harder than ever to manage their most valuable assets—people and projects. Whether companies have internal or external clients, they can benefit from a…
Client OS
Linux, Web, Windows
Deployment
Cloud Hosted
eSilentPARTNER Screenshot
eSilentPARTNER is professional services automation software that fully integrates project management, collaborative tools, resource management, and accounting into ONE workflow system across the consulting firm. The system…
Starting Price
$25 (perpetual license)
Deployment
Cloud or On-Premises
Ariba Contract Management Screenshot
Effective contract management has emerged as a crucial function to improve profitability, support compliance and manage risk. Yet, many companies continue to struggle to locate their existing contracts let alone manage them…
JDA Demand Classification Screenshot
Leading companies with large product portfolio’s, multiple sales channels and varying customers, need highly accurate and specific forecasts. Particularly with extended supply chains reaching back to Asia. JDA Demand…
CloudLink Screenshot
CloudLink has taken many of the business functions used daily and has moved them to “The Cloud” so your business can be managed from anywhere, at any time, and from any device. CloudLink provides powerful business tools…
Price Range
$ $ $ · ·
Client OS
Web
Deployment
Cloud Hosted

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PSA Software Buyer’s Guide

Professional services providers need to keep track of billable hours and evaluate real-time data to measure the profitability of each project and service throughout its entire life cycle. Cost overruns can slip by unnoticed unless time and expenses are rigorously recorded and measured.

A variety of professional services automation (PSA) software solutions are available that will improve your business’s bottom line.

Our buyer’s guide will cover:

What Is PSA Software?

Professional services automation (PSA) software assists with project and resource management for service-based companies like consulting, architecture, engineering, accounting, IT, and legal firms. PSA software will help you:

  • Collect & apply time and expense data to customer billing
  • Manage the delivery of contracted services or project work
  • Coordinate communication between team members and clients
  • Improve estimation of project expenses to provide accurate quotes
  • Project revenue and expenses to provide meaningful targets for performance management

Features of PSA Software

Feature Description
Billing & Invoicing Creates client-facing documents that describe the services provided, the client’s payment responsibility, and payment due date.
Time Tracking Tracks how many billable and non-billable hours were used and what project or service the hours were logged towards (if applicable).
Expense Tracking Tracks the costs of services provided including labor, and materials and tools used for a project.
Project Management Allows you to see real-time costs of the services provided vs. the estimates to ensure profitability at any stage of the project, manage project schedules and team assignments, and view real-time project status updates.
Customer Relationship Management Keeps track of customer contact information and service history, and also includes issue ticketing, invoice and quote creation, and lead & opportunity tracking.
Budgeting & Forecasting Creates detailed corporate financial plans that estimate future revenue and expenses.
Resource Management For professional service industries, resource management tracks human resources and keeps information on employee certifications and experience to assign specific employees with relevant clients. Includes rolling, predictive, collaborative, and departmentalized budgeting, as well as comparative data on estimated budget vs. actual cost.
Document Management Keeps track of files and documents needed for a project including CAD drawings, tax returns, legal documents, contracts, and other important information you need to store securely and access easily.
Reporting Provides insights into resources used for service calls and projects, real-time visibility into profitability at any point in the service, and analyzes expenses and revenue, so you can determine which services are the most profitable.
Help Desk Sends alerts to technicians when an issue or ticket is submitted, updated, or closed to ensure prompt responses.
Procurement Create purchase orders of materials and products needed to perform a specific project or service. Track vendors, items and services purchased, purchase quantities, and delivery timeframes.

Benefits of Professional Services Automation Software

  • Real-time reporting and analytics - PSA software’s real-time analytics and reporting functionalities give you the ability to make informed decisions based on current operational and financial data.

  • Lower administration costs - Manually updating and tracking data in spreadsheets or on paper is time-consuming and inefficient. PSA software automates many processes including some data entry. Once you have data entered into the system, it can populate in other places automatically.

  • Company-wide document and information sharing - Document sharing lets all departments from sales and customer support to billing see essential information like customer contact info, project status, and invoices.

  • Designed specifically for service industries - PSA software has industry-specific features tailored to service industries. These systems track and manage both sales and fulfillment, so you don’t have to switch been a customer relationship management system and project management tool to find important information.

  • Track profitability - PSA software tracks both revenue and profitability, giving you a better insight into how your business is doing as a whole. Revenue only looks at the amount of money your company brings in and doesn’t include expenses. To measure profit, you have to evaluate revenue minus the cost of services provided and related expenses like sales commission, taxes, and operating expenses.

How PSA Software Helped 68 Organizations

SPI Research’s 2017 Professional Services Automation End-user Survey asked 68 organizations how PSA benefitted their businesses. The survey found that respondents reported significant improvements in some core performance metrics after implementing PSA software:

Key Performance Indicator Pre-PSA Post-PSA Absolute Improvement
Project Staffing Time 6.96 days 5.52 days 1.44 days
Percent of Projects Canceled 2.2% 1.7% 0.5%
Percent of On-Time Project Delivery 72.5% 81.5% 9.0%
Percent of On-Budget Projects 71.3% 79.9% 8.4%
Employee Billable Utilization 63.6% 69.6% 6.0%
Project Margin 26.0% 37.7% 11.7%
Revenue Leakage 5.2% 2.6% 2.6%
Time to Generate Invoices 5.87 days 3.13 days 2.74 days
Days Sales Outstanding 46.1 39.0 7.1

What Type of PSA Software Does Your Business Need?

Industry/Business Type Some Software Features To Look For:
Consultants Scheduling that lets you match particular consultants with specific projects based on certifications, preferences, experience, and skills.

Billing that lets you charge clients by the hour or day, or a fixed price based on delivery milestones.
Architects & Engineers Project management that gives you visibility into scheduling and costs to avoid going over deadlines and budgets, as well as giving you the ability to adjust project details as client needs change.

Document management that makes it easy to share large files and project information with clients, members of your team, and third parties. You can also obtain digital signatures and store service contracts in one place.
Legal Firms Resource management that lets you assign specific lawyers with clients based on their specialty and the clients’ needs.

Time and expense tracking to monitor billable hours and track profitability.
IT Tracking and managing product sales, maintenance services, ongoing retainer-based support fees, and licensing.

Tracking status and resource assignments for billable consulting projects and non-billable development.
CPAs Tracking progress on projects for client-specified deliverables like company audits or tax returns.

Resource management that ensures the right accountants are working with clients that fit their expertise.

Pain Points Solved With PSA Software

Professional services automation software helps solve a number of challenges for your business. The following are some top examples of issues that PSA software can help fix:

Handling Increased Competition With PSA Software

Modern technology allows potential customers to communicate with companies around the world. Your business needs to not only keep up with the latest technological trends but also needs to meet the ever-increasing expectations of your clients.

Mavenlink and Research Now surveyed 576 service-based industries and found that 80% of respondents stated competition grew over the past year, and 93% stated client expectations have been increasing. Quality of work, the speed of delivery, cost of work, transparency, and accountability were the most common areas where client expectations are increasing.

Meeting client expectations will help your business grow a loyal customer base and stay ahead of your competition.

Managing Billable Hours with PSA SOftware

Professional service industries often rely on billable hours for projects. Not knowing how long something should take or having employees taking too long on a project is costly. Clients will also get upset if they were billed for a longer amount of time than the project should have taken.

PSA software features time & expense tracking so you can monitor how long specific projects are taking. You’ll be able to compare projects and set maximum time lengths to keep projects from going over.

Bringing In New Business with PSA Software

A survey by Hinge Research Institute found that 72.1% of 523 professional services firms identified generating new business as their biggest challenge.

Having PSA software that automates admin processes gives your staff more time to focus on providing better customer service to bring in new business. Satisfied customers are more likely to be repeat business and provide referrals to your company. Your team will also have more time to focus on sales to generate business.

Finding and Retaining Good Employees with PSA Software

The next biggest challenge facing professional service firms (according to the Hinge Research Institute survey mentioned above) was finding and keeping good employees at 35.9%.

Some software solutions will let you match employees with specific projects that fit their interests to keep them motivated and reduce turnover.

  • Virtual firms - Evolving technology and increasing accessibility with connected smartphones and mobile devices make virtual firms a more viable option for professional service industries. Having remote workers will give you a broader talent pool to pick from and save money on real estate and utilities. PSA software will keep you and your employees organized no matter where they’re located.

  • PSA software expected to grow to $17.33 billion by 2025 - According to a report by Accuray Research LLP, “the Global Professional Service Automation Market is poised to grow at a CAGR of around 10.1% over the next decade to reach approximately $17.33 billion by 2025”. The study evaluated market trends, supply chain trends, and technological advancements, and details market analysis from industry professionals in 23 countries.

  • Automation of back-end office processes - More businesses are automating back-end processes to save money and improve efficiency. For example, more professional service companies are keeping electronic check records and managing documents online instead of storing large amounts of paper files.