The Best Professional Services Automation 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.

Talk with a software advisor
Talk with an advisor
Get a free consultation from an independent expert.
Or, call toll-free: (800) 827-1151
Talk with a software advisor
Talk with an advisor

Popular Products

No products found
Promys PSA Screenshot

Promys PSA

Promys is a CRM, Help Desk, and Professional Services Automation Software. It 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 scratch in the latest cloud technology, Promys helps their customer grow by linking data between sales, help desk, project management, time & expense, service contracts, managed services and billing. Ease of
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$39/user/month
Client OS
iOS, Android, Web
Deployment
Cloud Hosted
Infor SunSystems Screenshot

Infor SunSystems

★★★★★
★★★★★
(1)
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 changing requirements anytime and anywhere. While you may be able to keep up with change, your traditional FMS can’t. It’s time you got a modern financial solution that is powerful enough to meet your needs today, but innovative and flexible enough to adapt as your business evolves
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Client OS
Windows, Web
Deployment
Cloud or On-Premises
Progressus Screenshot

Progressus

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 management, project management, sales and marketing, human capital management, and financial management to give you unparalleled insight and control of all of your critical business functions. Built on the Microsoft Dynamics NAV platform, it is constructed for cloud or on
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Client OS
Windows, Web
Deployment
Cloud or On-Premises
Norming Screenshot

Norming

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 professional service organization. It provides a complete and integrated solution for streamlining the management of business partners, human resources, projects, timesheets, expense and docuements. Ease of Use Fully web-based, available via web browser anytime and anywhere.; User
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Client OS
Web
Deployment
Cloud Hosted
Tenrox PSA Screenshot

Tenrox PSA

★★★★★
★★★★★
(1)
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 resource utilization, and project billing/costing. Professional Services Automation ‘ Gain real-time visibility into your resource utilization, project status, cost and revenue; manage your practices, projects and resources; reduce project execution costs; accelerate and
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Client OS
Windows
Assistance PSO for Microsoft Dynamics Screenshot

Assistance PSO for Microsoft Dynamics

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 of every stage of a project. Integration with Microsoft Dynamics Assistance PSO for Microsoft Dynamics is the ERP for professional service organizations. This is why it integrates effortlessly with Microsoft Dynamics technology, namely Dynamics CRM, AX, NAV and GP, and of
Changepoint Project Portfolio Management Screenshot

Changepoint Project Portfolio Management

★★★★★
★★★★★
(1)
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 lifecycle. Ultimately, Changepoint’s PPM software is designed to function by seamlessly integrating the critical processes and data needed for effective IT management. Changepoint focuses on the unique characteristics of these critical areas with specific functionality,
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$50/user/month
Client OS
Web
Deployment
Cloud Hosted
SurePSA Screenshot

SurePSA

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, Non-Billable & Administrative Activity and Expenses; Create Fixed-Fee or Time & Materials Projects; Integrated Activities with Microsoft Outlook calendar; Project and/or Customer specific pricing; Billing approval process; and Optional billing integration with Microsoft
Tribridge PSA Screenshot

Tribridge PSA

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 single cloud-based application that works on any web-enabled device - laptops, smartphones and tablets included. Using role-based security and visibility, your user experience remains consistent in any role, whether you are the CEO, CFO, project manager, resource manager or
FunctionFox Screenshot

FunctionFox

★★★★★
★★★★★
(7)
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. FunctionFox is available in 4 different versions: The classic time & project tracking system used by thousands of creative professionals worldwide - perfect for smaller creative teams. FunctionFox Classic includes: Easy-to-use timesheet with stopwatch timer; CEO Desktop project
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$35/month
Client OS
Web
Deployment
Cloud Hosted
Deltek PSA Screenshot

Deltek PSA

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 people and engagements while improving productivity, efficiency and profitability. With consolidated data and one source of information (from opportunity to plans to engagements), save time by reducing duplicate data entry and manual processes. Deltek PSA includes CRM,
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 expenses management capabilities. NetSuite drives down bench time, elevates on-time project delivery, improves invoicing accuracy, streamlines revenue recognition and increases services visibility. Delivers real-time visibility into your services organization’s performance
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Deployment
Cloud Hosted
Project Insight Screenshot

Project Insight

★★★★★
★★★★★
(1)
Project Insight is award-winning work & project management software that centralizes all of your work, tasks, and projects into one easy to use online platform. We offer a completely FREE expandable version or a full-featured enterprise edition. MAKE YOUR LIFE EASIER Project Insight’s out of the box integrations, REST API, and automation capabilities allow you to manage ALL of your projects, portfolios, and work systems in one place! Project Insight aggregates work from your CRM, Finance,
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Client OS
iOS, Android, Web
Deployment
Cloud or On-Premises
Upland PSA Screenshot
Upland PSA, formerly Tenrox, is a platform designed for project management for globally distributed professional services organizations. The platform integrates workforce management and financial capabilities. Upland PSA is equipped with tools for automating workflows, resource management, time and expense, reporting, and data visualization. It’s ISO-27001 certified and has passed a Type II audit by the AICPA.
Changepoint Services Automation Screenshot

Changepoint Services Automation

★★★★★
★★★★★
(1)
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 and customer management are the cornerstone to robust PSA solutions. PSA software allows services organizations to: increase revenue; drive strong margins; ensure high levels of customer satisfaction; increase market share; and participate as a strategic member of the
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 technology solution that ensures the efficient delivery of services they provide. By automating resource management, time and expenses management, and billing, organizations can improve staff utilization and drive revenue recovery. And by choosing a comprehensive,
Client OS
Windows, Linux, Web
Deployment
Cloud Hosted
eSilentPARTNER Screenshot

eSilentPARTNER

★★★★★
★★★★★
(15)
eSilentPARTNER , developed by The Medi group, Ltd., is a 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 provides real-time views into project productivity and firm-wide profitability. Firms who can use eSilentPARTNER: Advertising Agencies; Marketing Communications; Public Relations; IT Consulting; Management Consulting; Legal; and Audit and
Starting Price
$25 (perpetual license)
Client OS
Web
Deployment
Cloud or On-Premises
Ariba Contract Management Screenshot

Ariba Contract Management

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. And onerous legal procedures and shifting regulations make it difficult to create best-value agreements that simultaneously maximize profits and minimize risks. Ariba Contract Management solutions are designed to help you overcome these challenges by providing full
JDA Demand Classification Screenshot

JDA Demand Classification

★★★★★
★★★★★
(1)
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 Classification Application helps companies better prepare for future company demand thus maximizing sales and increasing customer service. By leveraging advanced statistical analysis techniques, the demand solution provides capabilities that analyze your product’s selling behavior
CloudLink Screenshot

CloudLink

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 combined into a single login and eliminates the necessity of having to learn several different software programs to manage your business. From a single login you can manage Projects and Tasks, Time Entries and Time Tracking, Quoting and Invoicing, Sales Orders, Shipping and
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Client OS
Web
Deployment
Cloud Hosted

We searched and searched, but we couldn’t find any products in our database that match your criteria. Perhaps our team of software experts can help? They’d be happy to provide a list of free the best professional services automation software recommendations that meet your exact requirements.

Sort by 
Filter by User Rating
Filter by Price Range
Filter by Deployment
Filter by Client OS
LinkedIn
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 and 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 (CRM) Keeps track of customer contact information and service history, and also includes issue ticketing, invoice and quote creation, and lead & opportunity tracking.
Budgeting and 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.

Ongoing trends in professional services can mean changes are needed when it comes to the software you use. Software developers are always evolving their product

  • 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.