Best Professional Service Automation Software
Best professional service automation software are Salesforce PSA, Mavenlink, Certinia PSA, OpenAir, and ConnectWise PSA. Such professional services automation tools help to manage the core business operations.
List of 20 Best Professional Service Automation Software
#1 Cloud ERP for Fast-Growing Businesses
NetSuite, #1 cloud ERP, is an all-in-one cloud business management solution that helps more than 29,000 organizations operate more effectively by automating core processes and providing real-time visibility into operational and financial performance. Read Oracle NetSuite ERP Reviews
Category Champions | 2023
Intuitive PSA for an exceptional service delivery
SuperOps.ai's PSA empowers MSPs with efficient workflows, automation, and intuitive ticketing. Increase revenue and deliver exceptional service with this robust and user-friendly solution. Read Superops.ai PSA Reviews
Category Champions | 2023
The #1 Cloud ERP solution
NetSuite, #1 cloud ERP, is an all-in-one cloud business management solution that helps more than 29,000 organizations operate more effectively by automating core processes and providing real-time visibility into operational and financial performance. Read Oracle NetSuite Reviews
Complete suite of SCM and Manufacturing
Oracle Fusion Cloud SCM is a professional services automation software that provides a full suite of SCM and marketing tools. A single platform seamlessly allows professional services to manage business operations, supply, and marketing. With features like Supply Chain Collaboration, Delivery Tracking, Inventory Control, etc., it is a great fit for businesses of all sizes. Learn more about Oracle Fusion Cloud SCM
Contenders | 2023
Software by FinancialForce
One of the best PSA solutions, FinancialForce, is easy to access and use. It provides real-time data and seamless integration for various processes of professional service businesses. It is a comprehensive tool for professional services businesses with features like Milestone Tracking, Shipping Management, Sales & Operations Planning, Resource Management, Time & Expense Tracking, etc. Read FinancialForce Reviews
Emergents | 2023
Manage Your Firm, Not Just Your Projects
BigTime is a cost-effective but feature-rich professional services automation system. Its value for money makes it an excellent option for all professional service providers, freelancers, or large enterprises. Along with productive integrations, it comes with features like Project Management, Workflow Management, Real-time Tracking, Automatic Time Capture, PCI Compliance, etc. Learn more about BigTime
Contenders | 2023
Software by NetSuite Inc.
NetSuite OpenAir Software is one of the most popular of professional services automation solution. It is referred to a suite of software enabling IT Service organization to manage people and skills resources. The Web-based project management capabilities to improvement on-time project delivery. Read NetSuite OpenAir Reviews
Software by Mavenlink Inc
MavenLink is one of the best PSA tools because of its focus on managing customer engagement. It is also rich in project management features like Resource Management, Gantt Charts, Task Management, Utilization Management, etc. It also comes with ERP/ General Ledger and CRM integrations, which help to manage all aspects of professional service businesses. Read MavenLink Reviews
MavenLink's Pros and Cons
I would like to mention here that project management demands an advanced level of planning which can be acquired with the help of this software only. Its biggest advantage is its ability to get modified as per the need.
This leading project management of software is great tool to create reusable project templates and help you to design project strategies with minimum strain. it is very useful for doing project forecasting as well.
We are finding it highly useful.
The software is performing par excellence as of now. We don’t any such complaints with it.
Software by Sap
SAP S/4HANA is a professional services management software focusing on inventory management for businesses. It offers end-to-end solutions that work well for startups, SMEs, and large enterprises. Features like Inventory Management, Distribution Management, Supply Chain Management, and Enterprise Asset Management are complemented by tools to manage other business functions. Learn more about SAP S/4HANA
Contenders | 2023
A system to boost productivity and profitability a
Accelo is a top PSA program known for its innovative features aimed at improving productivity. It allows accelerated teamwork and can be used as a project management tool. It combines CRM and sales features too. Its hundreds of features are CRM & Sales Dashboards, Mailing List Management, Conversion Tracking, Push Notifications, etc. Read Accelo Reviews
Accelo's Pros and Cons
It is a great tool and we would like to recommend it to others.
If you have Accelo installed in your organization, you need to worry about the productivity as it will help you to take it to another level. The software is highly innovative and comes with an app support.
We found that the ticket system is not that very good. It sometimes gets lost which proves to be a drawback for this software.
The app needs it be little more feature rich
Software by ConnectWise
A professional services automation for small businesses and startups, ConnectWise uses industry best practices to improve desk management. It streamlines all client relationship activities to ensure maximum opportunities are converted into revenue. Automation features like Help Desk Management, Calendars, Invoicing, Ticketing, etc., can help businesses improve efficiency and productivity. Learn more about ConnectWise
Contenders | 2023
Software by Replicon
One of the most flexible and customizable PS automation tools, Replicon enables professional services to manage employees and other resources better. It has Real-time Reporting and Analytics to give a comprehensive picture of performance so the business can be more agile. Some of its features are Absence Management, Time Capture & Approvals, Timesheet Management, etc. Read Replicon Reviews
Software by Planview, Inc
Planview is one of the professional services automation solutions that offer efficient strategic management to businesses of all sizes. Its KPI feature, On-report tracking, Requirements Budgeting, Resource Management, and Project Management tools are geared to help professional services reduce errors and improve performance. It even provides support in 3 languages. Learn more about Planview
Emergents | 2023
All-in-one work management software
Scoro is a cloud PSA software that combines powerful features of CRM, Budgeting, and Project Management software. It aims to provide professional services to businesses with a complete experience while being cost-effective. It offers Financial Management, Employee Management, Client Management, Workflows Management, and various other features. It is customizable and has an attractive dashboard as well. Read Scoro Reviews
Software by Screendragon
One of the best professional services automation software, Screendragon is a workflow management program with many interesting features. It has functions such as Forms Management, Spend Management, Time Tracking, Customizable Dashboard, Graphical Workflow Editor, Marketing Calendar, etc. It allows SMEs and enterprises to manage all their professional services functions seamlessly from one place. Learn more about Screendragon
A project management software you'll enjoy using
monday.com Work OS is the no-code project management platform that lets you easily plan, manage, and track projects, collaborate in real-time, and use automations and integrations to streamline workflows and save time. Read monday.com Reviews
monday.com's Pros and Cons
I love how it has dashboards for so many different things. Without having to use other tools, you can manage your tasks, projects, ideas, and documents all without having to step outside Monday. I also think the data connectors are plenty and a good
Every thing best in use no lachked. It's work good. Features is good sported software. Many time I try to search lachked but no found.
It's kinda hard to get to grips with it in the beginning. Everything's a bit all over the place until you put some time into it. I think it would've been better if there were more guides placed within the product
I try to found it's lachked but I hope I am wrong. I never found lachked so I don't found it's so think if advance features launch the world when need to improve this.
Powerful collaboration tool for teams of all sizes
A highly cost-effective professional services automation software, Wrike is versatile in its support for online project and team management. It allows businesses to manage multiple teams or multiple projects simultaneously. It offers language support in 12+ languages, along with hundreds of valuable features. Some features are Collaboration Board, Financial Templates, Product Roadmapping, Automated Scheduling, etc. Read Wrike Reviews
Wrike's Pros and Cons
Wrike is an easy to use project management tool with a very intuitive UI that is basically easy to navigate even for the new users. It's been an incredible and helpful tool for managing our tasks and projects in my organization. I like how fast it allows me as a manager to assign tasks to my team members, track the progress, and easily communicate with each other.
Really easy to use in terms of assigning tasks to users, projects, folders, creating gant charts etc.
The only downside is the cost, which can be a bit on a higher side for smaller teamss.
Not a big deal but couldn't find a way to pin a calendar in order to be able to access it fast at any time.
Best-in-class Cloud Accounting & Financial Managem
Sage Intacct is a cloud-based financial statement solution designed for small and mid-sized businesses. This robust and innovative software automates critical finance and accounting processes besides providing users with real-time financial insights. Read Sage Intacct Reviews
Sage Intacct's Pros and Cons
Sage Intacct is the tool that has a robust system for managing financial and accounting data that helps improve and monitor expenses. I also like the customization of the reports, this is one of the qualities that helps to know exactly which are the parameters that we need to improve.
Account control is adequate, where we have a record and save costs. Provides expense reports, the entire process with important details. Ease of implementation. Technical support that is helpful for new users. The information it offers about expenses is in real time, nothing better than that. We can have a detailed tracking of expenses.
It is a software that has the best tools to work in financial management and control. Sage Intacct has shown that the reports can provide detailed information on financial data for better control, it is also a very simple tool due to its very simple interface to run.
Despite only taking a few months since its implementation, I can say that I have not found any flaws in this platform, everything is very innovative and with favorable results.
Contenders | 2023
Software by Clarizen
Clarizen Professional Service Automation System is the best of Cloud-based PSA Software. It has easy to create business rules that are automation trigger workflow process, validation, data synchronize, or any another action. Clarizen is access through a cloud, enables 360-degree visible across of the entire customer engagement lifecycle. Read Clarizen Reviews
Clarizen's Pros and Cons
It is a great tool for small agencies and freelancers and serves to manage their time in the most useful way.
This cloud-based professional service automation software will automate all your processes and help you to perform with agility and accuracy. It is also very useful to increase the productivity of your organization.
It is not that very easy to navigate. Furthermore integrating external application workflows is a bit difficult and time-consuming.
Don’t have a Windows and Blackberry app support.
All-in-One IT Management Software
Atera is among the best PSA tools for IT service providers and managed service providers (or MSPs). It provides technology services to businesses of all sizes. It provides automation, integration, and business processes within the same platform for better control of business activities. Its host of features includes Hardware Inventory, Bandwidth Monitoring, Custom Patches, Incident Management, Internet Usage Monitoring, Backup Management, etc. Read Atera Reviews
As your business grows, you also need to scale the internal processes to stay on track. For this, you need software that enables you to automate your existing business processes. Professional services automation software is an ideal solution for such a scenario.
This guide will provide you with in-depth information about professional services automation software and how you can implement it in your organization.
Professional services automation (PSA) software helps manage complex processes like time tracking, project management, accounting, and billing in professional service organizations. It provides end-to-end visibility and control over every aspect of your day-to-day operations to streamline workflows and increase productivity.
With PSA solutions, you can manage your resources effectively by automating repetitive tasks and providing real-time insights into project performance. You can also monitor project progress and generate automated invoices with ease.
Here are some key benefits of using professional services automation tools in your business.
Monitor costs and profitability
PSA tools enable you to keep track of labor costs, materials, and other associated expenses. With this, you can identify areas where you’re overspending, make necessary adjustments to avoid losses and ensure you’re maximizing your profit margins and revenue streams.
Optimize resource management
By tracking time and expenses, managing schedules, and allocating resources according to availability and skillsets, professional services management software enables you to make informed decisions about how best to utilize your resources. You can also reduce conflicts and the risk of overbooking or double-booking employees or equipment.
Improved project management
With PSA solutions, project managers can easily create and manage tasks, assign resources, track progress, and monitor budgets in real time. This helps them stay on top of the project delivery target and make informed business decisions based on accurate data.
Eases customer collaboration
The best professional services automation software allows you to manage all aspects of customer interactions in one place. From project management to billing and invoicing, everything is automated and integrated into one platform.
This software also allows real-time communication between team members and clients through built-in chat features or messaging systems, therefore enhancing customer satisfaction.
Users of PSA automation software range from small businesses to large enterprises across various industries.
Sales & marketing
Sales teams use cloud PSA software to track leads and deals throughout the entire sales engagement process. Marketing teams, on the other hand, utilize it to plan and execute marketing campaigns and analyze campaign performance metrics.
A professional services automation system provides accounting teams with a centralized platform that automates invoicing, time tracking, billing, project management, and other tasks.
For example, the software can automatically generate invoices based on predefined billing rules or pull data from multiple sources into a single report without the need for manual data entry.
Project & portfolio managers
A PSA solution helps project and portfolio managers optimize resource allocation, manage project schedules, track time and expenses, forecast revenue, and measure profitability. It provides a centralized platform where all stakeholders can collaborate on projects, share updates in real time, and monitor project status.
IT services companies
With professional services automation software, IT services companies can easily manage their workflow from start to finish. They can create project plans with timelines and milestones to ensure everyone stays on track. The software also enables accurate billing for client work.
The right PSA solution allows law firm personnel to accurately record their time against specific cases or projects. With this information, they can generate reports on how employees are spending their time, see how much billable work has been completed in a given period, and optimize resource utilization based on real-time data.
Architecture, Engineering, and Construction (AEC)
With the help of PSA automation tools, architects can share their designs with engineers, who can review them for any discrepancies or inconsistencies. Similarly, construction teams can get real-time access and updates on design changes, which helps them plan their work better.
There are many core features of professional services automation solutions that make them essential tools for businesses in today's competitive landscape.
Allows you to create a centralized location for all your project-related data. You can also track project timelines, budgets, resource utilization, and risk management.
Billing and Invoicing
Enables you to create invoices based on time worked, expenses incurred, or fixed project fees. In addition, you can customize invoices with your company's branding and logo for a professional touch.
Involves allocating, scheduling, and managing resources effectively to ensure that projects are completed on time and within budget.
Enables team members to work on projects simultaneously from different locations. They can share documents, files, and other resources in real time without worrying about version control issues.
Customer Relationship Management
Tracks client projects, communications, and history. By having all this data in one place, you can gain insights into your client relationships and improve your business processes accordingly. You can also automate repetitive tasks, such as follow-up emails or appointment scheduling.
Human Resources & Payroll
The system automatically calculates and processes payroll taxes, tracks employee benefits like vacation time and sick leave, manages retirement plans like 401(k)s or IRAs, and even handles compliance with labor laws.
Includes tools for identifying potential risks, assessing their likelihood and impact, developing action plans to address them, and monitoring progress over time. With this feature, you can reduce the likelihood of costly mistakes or delays caused by unexpected issues.
The system automatically assigns tickets to support agents who can prioritize them based on severity levels or deadlines. Agents can also communicate with customers directly from within the help desk interface, providing timely updates and solutions.
Here are some considerations you should keep in mind while selecting the top PSA software.
Stage of business growth
Different stages of business growth require different functionalities and features from cloud computing professional services automation software. For businesses in the early stages of growth, simplicity, and affordability are often key considerations.
However, as your business grows and becomes more complex, you may need more advanced features, such as resource management or financial data forecasting capabilities.
Standalone software vs. integrated suite
Standalone software performs one specific task, such as time tracking or project management. If you need multiple functions like invoicing, resource management, and reporting, you should go for integrated suites.
You should ensure your PSA solution has robust encryption protocols, firewalls, and other measures to prevent unauthorized access or data breaches. You may also want to consider whether the software vendor offers regular security updates or has a dedicated team responsible for monitoring potential vulnerabilities.
Mobile devices are important because they allow you to stay connected with your work no matter where you are or what you’re doing. Mobile accessibility also provides greater flexibility when scheduling appointments or meetings with clients.
Your PSA provider should have a dedicated team available by phone or email and a comprehensive knowledge base with helpful resources, such as FAQs, user guides, and video tutorials. A service level agreement (SLA) should also be included to ensure response times meet your needs.
You need a system that can accommodate more users as your business expands. Your chosen solution should also be able to handle an increase in data storage and processing power without any significant impact on your business performance.
This allows different systems to work together seamlessly, streamlining your workflow and increasing productivity. Some of the integrations you may want to consider are accounting software, project management tools, and CRM systems.
With so many options available in the market today, it can be overwhelming to find the right professional services automation software. Here are our top picks for you.
- Best for SMBs: Kantata Cloud for Professional Services
- Best for Nonprofit Organizations and Public Administrations: FinancialForce PSA
- Best for Small Businesses to Large Corporations: CMW Platform
- Best for Accounting Firms and IT Companies: BigTime
- Best for Freelancers: ConnectWise PSA
Why We Choose Kantata Cloud for Professional Services
Cutting-edge technology for small to big enterprises. Kantata Cloud allows you to easily adjust your resources according to fluctuations in demand. It can also protect sensitive data from cyber threats. Not to mention it has a very intuitive user interface.
- Customizable fields and templates
- Multi-currency and financial management
- Cost-to-completion tracking
- Data visualization
- Simple but effective design
- Ease of tracking time
- Good loading times
- Integrations may not work well at times
- Some features may not be useful for your business
- Starts at $59/user/month. A free trial is available.
Why We Choose FinancialForce PSA
A comprehensive solution for nonprofits and public administrations. FinancialForce PSA helps with your enterprise resource planning and invoicing processes. It also enhances your team collaboration by providing a unified view of your projects.
- Clean interface and powerful tools
- Excellent analysis tools and integration with Excel
- Ideal for HR processes
- The project task Gantt view doesn’t work sometimes
- Historic tax can be a burden
- Contact FinancialForce PSA to get a price list. A free trial is available.
3. CMW Platform
Why We Choose the CMW Platform
An enterprise-ready software for building professional business apps powered by process automation. It is suitable for middle and large companies, helping them to start a full cycle of business transformation; from process modeling to constant optimization.
- Low-code process automation with a visual builder
- Web form automation
- The project, task, and case management features
- 20+ pre-built solutions with CapEx approval, document tracking, customer services management
- User-friendly interface based on the drag-and-drop principle
- Powerful integrations via Open API
- Quick deployment in the cloud or on-premise
- Analytics customization is limited
- Requires stable internet connection
- Contact CMW Lab to get a quote. A free trial and demo is available.
Why We Choose BigTime
One of the most reliable and user-friendly PSA systems for accounting firms and IT companies. BigTime enables you to easily manage your team’s time and budget. It also offers seamless integration with tools like QuickBooks and Salesforce. Plus, it has automated invoicing and expense tracking features.
- Helps businesses track progress reports and budgets with ease
- Very professional and accessible customer service
- Integrates with calendar apps
- Stops syncing with QuickBooks sometimes
- Some features are missing
- Starts at $10/user/month. A free trial is available.
Why We Choose ConnectWise PSA
The leading software solution for freelancers. ConnectWise PSA provides one platform for managing projects, time management, invoicing, and client management. It also offers an expense tracking module that allows freelancers to monitor their expenses accurately and bill them back to clients where necessary.
- Configurable dashboards and project management
- Time tracking and expense management
- Live chat
- Help desk management
- Great platform for storing client information
- Offers great integration with third-party systems for ticketing, finance, etc.
- Can cater to individuals and corporations
- The interface needs an update
- Subscription plans have glitches sometimes
- Contact ConnectWise PSA to get a quote.
Here are some of the main challenges involved in implementing PSA software and how they can be overcome.
The initial cost of purchasing and setting up the software can be high, and ongoing expenses like maintenance, upgrades, and training can also add up over time. To overcome this challenge, you should research different PSA solution options and associated costs.
This arises because PSA tools typically involve integrating multiple systems, processes, and workflows. One way to overcome this challenge is by breaking down the implementation process into smaller, more manageable stages. It can also be solved through effective communication and training.
Data accuracy and integrity
Inaccurate or incomplete data can lead to a host of problems. For instance, it can result in incorrect billing or project planning, leading to dissatisfied customers and lost revenue. Hence, you should address this challenge by ensuring accurate and reliable data when implementing cloud-based PSA software.
Integration with other systems
Each system may use different data formats, protocols, or APIs. This can make it difficult to transfer data between systems without errors or inconsistencies. To overcome this issue, you need to engage with an experienced PSA vendor who provides customized solutions that meet your organization's unique needs.
Support & maintenance
This challenge arises due to the complexity of the cloud-based PSA software system and the need for constant updates and patches. To fix this dilemma, you must ensure your provider has an expert team available who can provide ongoing support after installation.
Professional services automation software has been transforming the way businesses operate for years now. And as we move towards a more digitalized world, it’s becoming increasingly popular.
This trend is especially beneficial for small-to-medium-sized businesses that don’t have the resources or expertise to manage complex IT systems. With cloud-based solutions, you can focus on delivering high-quality services while leaving the technical details to qualified providers.
The remote work trend represents a shift away from traditional office-based environments towards more flexible working arrangements. With these tools, you can manage your employees regardless of location, ensuring that everyone stays on track and productive.
Greater focus on security and privacy
Many PSA software providers now offer advanced encryption technologies and two-factor authentication processes to ensure secure access control. They have also implemented regular audits and assessments to maintain compliance with industry standards, such as GDPR or HIPAA.
Interest-based resource utilization
This innovative approach to resource allocation allows you to better utilize your workforce and ensure that projects are completed on time, within budget, and to a high standard. This not only increases job satisfaction but also minimizes burnout and turnover rates.
The idea behind this trend is to create a collaborative effort between your business and your customers, which improves trust, communication, and satisfaction. It’s transforming how professional service providers work.
Instead of just being seen as external consultants, they become strategic partners who work hand-in-hand with their clients toward achieving common goals.
The pricing of professional services automation software varies depending on your company's size and specific needs. Most vendors offer pricing plans based on a per-user or per-month basis.
Typically, smaller businesses with fewer requirements can expect to pay lower monthly fees, while larger enterprises with more complex needs may incur a higher cost. Some vendors also offer free PSA software options or custom pricing structures depending on the services required by their clients. On average, the cost of professional services automation software ranges between $20 to $80.
In addition to monthly fees, some PSA software vendors may charge extra fees for additional features, such as data analytics or integrations with third-party tools.
Professional services automation software is a great tool to help your business streamline processes and increase efficiency. The right software can make a big difference in how much time and money you save over time.
With the information from this buyer's guide, you now have the knowledge needed to choose the best PSA software solutions for your business. Research different options carefully, compare features, and review customer reviews to find the solution that works for you.
Compare Pricing Plans of Top Professional Service Automation Software Providers
|Name||Ratings & Reviews||Starting Price||Free Trial?|
|Oracle NetSuite ERP||4.8||
Available on Request
|Asana||4.6||$0 User/Month||Yes||Learn More|
|Oracle NetSuite CRM||4.9||
Available on Request
|Oracle NetSuite OpenAir||4.6||
Available on Request
|Zoho Projects||4.5||Yes||Learn More|