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Featured Professional Services Automation (PSA) Apps
  • FinancialForce PSA 
     0

    Software by FinancialForce.com

    The #1 PSA App for Salesforce

  • FinancialForce Professional Services Automation (PSA) is the #1 PSA application on the Force.com cloud platform. Some of the best service companies in the industry are leveraging the FinancialForce PSA solution to help them achieve dramatic results quickly and gain competitive advantage definitively. We provide a customer-centric approach to professional services automation that aligns your sales and services teams in a collaborative, cloud based system. FinancialForce PSA is native to Salesforce CRM and provides unparalleled visibility to help executives, project managers, consultants and salespeople generate higher win rates, improved utilization and exceptional customer satisfaction. Our Professional Services Automation app tracks all the data that makes each resource unique including: cost rate, role work calendars, start date, end date, utilization targets, utilization attainment, hours worked, scheduled hours, assignments, skills etc.

    Learn more about FinancialForce PSA →

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  • Projector PSA 
     3

    Software by Projector PSA

    Professional Services Automation Software

  • Projector PSA is a fully integrated suite of Professional Services Automation tools that helps services organizations with project management, resource scheduling, time and expense tracking, and client invoicing. Projector integrates seamlessly with accounting systems such as QuickBooks and Great Plains, CRM applications like Salesforce.com, and other applications such as Microsoft Project and Excel. It was designed to act as a the core operational system to help services organizations more efficiently deliver projects for their clients. Projector gives your organization the visibility and control that it needs to make informed decisions and intelligently manage projects from start to finish. Try a free 30-day trial of Projector and see for yourself.

    Learn more about Projector PSA →

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  • IT Pro Dashboard 
     0

    Software by Karisoft Corporation

    A PSA alternative to Autotask, Connectwise and Tigerpaw

  • Affordable, Easy-to-use, One hour setup, data transfer and integration with QuickBooks and email, 30 minutes training and it is ready to go live! IT Pro Dashboard™ is a total operation management solution designed by an IT company specifically for your IT company. This application is developed in response to the growing demand for internal efficiency, accountability and productivity of IT services operations. It helps you to convert non-productive time of your technical staff to billable hours and decrease management, administrative and accounting overheads. IT Pro Dashboard™ allows you to view all service activity in real-time and make instant changes and updates. A powerful, fully integrated, web-based architecture, the software easily integrates with all of your current business applications including ACT!, QuickBooks and Outlook for extra efficiency and to monitor and manage schedules, orders, billing and time-tracking.

    Learn more about IT Pro Dashboard →

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  • HarmonyPSA 
     2

    Software by Datalogic Solutions Ltd

    Complete professional services automation package.

  • HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed and built specifically for software and services businesses, automating business functions in a single platform available from the cloud on any device. Gain valuable insight With all the functionality you need in one place you’ll have the visibility to see what’s going on at the highest level and make more informed decisions. Increase billing With integrated time tracking systems and streamlined, automated billing you can bill more quickly and accurately. Contract management functionality eliminates revenue leakage and so improves profitability. Grow sales Convert more of your sales pipeline using our campaign management tools. Maintain and grow your existing customer base by providing exceptional customer service. Streamline operations Defined workflow processes will ensure that work gets done the way you want it to, every time, saving time and resources

    Learn more about HarmonyPSA →

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  • Tenrox PSA Solution 
     1

    Software by Tenrox

    The Only True, Workflow-Driven, Cloud Professional Services Automation Solution Available

  • Manage your Professional Services projects from bid to billing with the Tenrox professional services automation solution (PSA). Tenrox PSA is the only true workflow-driven project management, service delivery and billing solution that is designed to meet the challenges of managing your globally dispersed customers and project resources who are operating in multiple remote locations, currencies, tax jurisdictions and time zones.

    Learn more about Tenrox PSA Solution →

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  • Clarizen 
     13

    Software by Clarizen

    Online Project Management and Work Management Software

  • Clarizen uniquely combines true social collaboration with powerful project management to align your team and drive increased productivity and profitability. Fast to deploy and easy to use, Clarizen harnesses the power of the cloud to help you get work done on time, on budget and with better results. The leader in enterprise work collaboration and project management, Clarizen is shaping the future of work by redefining enterprise collaboration – it empowers high-performance teams by connecting conversations, tasks and projects in a single solution. Thousands of organizations worldwide rely on Clarizen’s award-winning solutions to get the job done. Clarizen is also available for your iPhone on the Apple Store and as an Android App!

    Learn more about Clarizen →

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  • Mavenlink 
     15

    Software by Mavenlink

    Mavenlink software combines advanced project management, resource planning, collaboration, and financial tools.

  • Mavenlink provides powerful software and services to help organizations conduct business online. We make it easier to get things done, keep clients happy, and grow profitably. Our software combines advanced project management, resource planning, collaboration, and financial tools. We empower businesses to better understand their productivity and take strategic action to improve profitability -- all in one place.

    Learn more about Mavenlink →

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  • iBE.net 
     1

    Software by iBE.net

    Your Business in the Cloud

  • iBE.net is an integrated cloud solution that enables businesses to efficiently manage contacts, projects, tasks, time, expenses, billing, leads, opportunities and analytics all within one collaborative platform.

    Learn more about iBE.net →

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  • ProWorkflow 
     8

    Software by ProActive Software

    Manage Projects Online. Easy project, task & time tracking.

  • Manage your project online. ProWorkflow is a fast, easy to use online project management and time tracking software. ProWorkflow's project management application is currently helping thousands of customers globally to optimize their business processes, manage staff resources, track projects, tasks and time and keep on top of it all, at anytime and from anywhere! All you need is a web browser or smartphone! Create quotes to send to your clients. Approve them to create projects. Create invoices from project time. Synchronize them with Xero or QuickBooks. Easy! The software offers a reporting system for the analysis of accurate data for current and future decisions for the company. In addition, the timeline view and availability tool allow you to view resource allocation at any time

    Learn more about ProWorkflow →

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  • Genius Project 
     1

    Software by Genius Inside

    Collaborative Project Portfolio and Project Management

  • Used by over 700 clients and 60,000 users, Genius Project is Genius Inside’s premium Mid-size and Enterprise class Project Portfolio and Project Management Software available in English, French, German and Spanish languages and can be deployed as a Hosted On-Premise, SaaS solution or Installed on IBM's Lotus Notes. Established in 1997, Genius Inside knows that the best way to succeed is by using the appropriate tools to ensure enterprise-wide, real-time collaboration. Our solution encompasses every aspect of a project, big or small: project portfolio management, risk and change management, budget and cost management, demand management, document management, planning, project tracking, resource management and more.

    Learn more about Genius Project →

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  • Vorex Project Management Suite 
     2

    Software by Vorex

    The Easiest Web-Based Project Management Solution in the Market

  • Powerful & easy to use cloud-based Project Management solution that allows you to create, staff, forecast, budget, and accurately track all your projects. Projects can have unlimited number of tasks, and each task may be staffed independently. Pay and Bill rates may be a fixed amount for the entire project, or different for each task or employee role. You can also elect to use the integrated CRM and Invoicing system. Complete flexibility and ease of use. Try our 14 day No obligation Free Trial to see for yourself.

    Learn more about Vorex Project Management Suite →

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Professional Services Automation (PSA) App Directory
  • AtTask 
     9

    Software by AtTask, Inc.

    Enterprise Work Management Software

     
  • AtTask is online enterprise work management software that provides a 360-degree view of all workplace activities, helping both team members and management alike to better understand and organize their work, improving workflows and productivity. With AtTask, managers can evaluate potential and current projects, set sound strategic and financial objectives, validate corporate initiatives, and promote and execute those projects that provide the greatest business value. AtTask is designed for mid- to enterprise-size companies (+500 employees) from any industry.

    Learn more about AtTask →

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  • Pie 
     1

    Software by PIEmatrix

    How you get work done matters

     
  • Pie is a process and project portfolio management platform for medium to large companies. A 100-person group has estimated annual cost savings between $500,000 and $1.1 Million. Accomplished from the following value points: 1) Increase team productivity by 30% 2) Repeat success and implement lessons learned 3) Accumulate and share knowledge 4) Establish consistency and scalability 5) Increase executive visibility and transparency 6) Improve end-customer satisfaction 7) Reduce project cost 8) Enhance tool adoption with elegant and intriguing user interface 9) Enhance resource management and forecasting 10) Improve market competitiveness

    Learn more about Pie →

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  • moon 
     2

    Software by MoonPSA

    The professional solution for Professionals

     
  • moon is a collaborative SaaS designed for professional services firms (Consulting, IT Services, Communication, ...), supporting all your core processes: . CRM . Project Management . Knowledge Management . Time Tracking . Invoicing and Cash Management . People Development . P&L, Business Planning & Controlling, including KPI Dashboard. Easy to use for Professionals, Office Managers and Senior Management alike. Energizie your teams, anticipate decisions, boost your business.

    Learn more about moon →

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  • WorkBook.net 
     3

    Software by WorkBook Software

    Project Management & Resource Management, Accounting & CRM solution for advertising agencies

     
  • WorkBook contains key functionalities for the Professional Services Industry and especially targets Advertising, PR, Marketing & Communications, Architects, Consultancies and Engineering companies. It is used by organizations worldwide and helps businesses to monitor the sales pipeline, track time used on tasks, resource planning and capacity usage, billing as well as integrated accounting. You choose what modules to include in your system and you only pay for what you require.

    Learn more about WorkBook.net →

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  • PROMYS PSA 
     6

    Software by PROMYS

    The only PSA software with Built-in Quoting

     
  • Some the largest IT solution providers in North America, UK & Australia use the PROMYS PSA software. Quotes & Opportunities are linked allowing quote revisions to update margin & revenue forecasts real-time. Sales Orders & Projects are linked providing real-time visibility into cost against budget performance of projects. Help Desk can see assets under Service Contract in the ticket. PROMYS automates the business process, not just operational functions. See module videos to find out more.

    Learn more about PROMYS PSA →

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  • BillQuick 
     3

    Software by BQE Software

    Time & Billing + Project Management

     
  • BillQuick offers a flexible time tracking, billing and project management solution, both in terms of functionality and deployment. Available as a stand-alone solution, self-hosted or a cloud service, BillQuick offers comprehensive business accounting, project management and business intelligence in a system flexible enough to support a variety of industries, including architecture, engineering, accounting, consulting, graphic & interior design, and more. BillQuick synchronizes with QuickBooks Pro and Premier editions, QuickBooks Enterprise Solutions and Canadian, UK & Australian editions of QuickBooks.

    Learn more about BillQuick →

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  • AffinityLive PSA 
     17

    Software by AffinityLive

    Work Smarter.

     
  • AffinityLive offers an all-in-one professional service automation solution, including CRM, project management, time billing, accounting, administration and client support. AffinityLive is not your ordinary software solution. It was built by former agency owners, for agencies. The combined feedback of thousands of professional service businesses around the world have made the product what it is today. Born in the cloud, you’ll have your business with you wherever you are. AffinityLive combines the simple and powerful tools that are good for your business, your team and for your clients. AffinityLive has integrations with Google Apps, Microsoft Exchange, Microsoft Office 365, Quickbooks, Xero, Saasu, Yammer, Twitter, and Business Catalyst. Paid plans start at $34/user/month.

    Learn more about AffinityLive PSA →

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  • Comindwork 
     0

    Software by Comindwork

    Collaborate and Manage Projects Online

     
  • Comindwork - free Gantt, workflows and to-dos; fully customizable. Manage your projects and team online. The most customizable suite of flexible to-dos, wiki, emails - with Gantt charts, tickets and workflows. Zero-investment and flexible pay-as-you-go pricing. Comindwork SaaS improves the knowledge work productivity in projects performed by workgroups in professional service firms (e.g. software, advertising & marketing, consulting, lawyers, NGO) and by divisions within enterprises (e.g. support, marketing, R&D, upper management).

    Learn more about Comindwork →

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  • Feng Office 
     0

    Software by Secure Data

    Collaborative Project Management System

     
  • Feng Office is a Web Based Collaboration Platform that integrate Project Management, Client Relationship Management, Billing, Financing and more. Ideal for Professional Services Business Productivity.

    Learn more about Feng Office →

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  • KeyedIn Projects 
     1

    Software by KeyedIn Solutions

    Improve Project Visibility & Control

     
  • Manage Difficult Projects. Improve your management of status, timelines, resources and more with KeyedIn Projects. Connecting easily with your organization's existing systems, KeyedIn Projects gives project, program and portfolio managers the control and insight they need throughout the entire project lifecycle. It ensures resources are used strategically, risks addressed, and costs managed tightly – together driving project performance and profitability. KeyedIn Projects has over 16 years experience of successfully deploying comprehensive Project Management, Project Portfolio Management (PPM) and Program Management Office (PMO) Solutions. Highly Configurable and scalable - suitable for organizations of 10 - 10,000 users.

    Learn more about KeyedIn Projects →

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  • NetSuite OpenAir 
     1

    Software by NetSuite Inc (PSA)

    The World's #1 Professional Services Automation Software

     
  • NetSuite OpenAir's PSA software supports your entire services organization with real-time visibility and anytime, anywhere access to the tools and information you need. NetSuite OpenAir's fully scalable PSA software grows with your organization. Whether you have 10 employees or 10,000, OpenAir can help optimize your business and your bottom line. Decrease non-billable bench time, improve project management, automate your billing and invoicing process, and optimize revenue and profitability reporting. Available as a stand-alone PSA software solution or integrated with existing enterprise systems, OpenAir helps you gain the most from your projects and people with: Project Management Resource Management Timesheet Management Expense Management Invoicing Reporting and Dashboards Over 16,000+ fast-growing organizations run their business better with NetSuite.

    Learn more about NetSuite OpenAir →

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  • Marstrand Planning Intelligence 
     0

    Software by Marstrand Innovation

     

     
  • Planning Intelligence integrates multi project management and templates with global resource management including skills, capacity and absence as well at financial drivers for cost and revenue. It is a powerful decision support tool uniting all horizons in one system from strategic project portfolio management, tactic pipeline and commitments to execution and performance follow up. It has an intuitive, configurable user interface based on Microsoft technology combining spread sheet and interactive graphics. Planning Intelligence supports the needs of top management, project office, project manager, resource management and the individual. Planning Intelligence gives better delivery performance, resource utilization and timely reaction to change.

    Learn more about Marstrand Planning Intelligence →

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  • Professional Services Management 
     1

    Software by Replicon Inc.

    Replicon Professional Services Automation Software

     
  • With Replicon Professional Services Automation Software improve visibility into performance, increase your service margins, and deliver on-time, profitable projects with our easy-to-use cloud application.

    Learn more about Professional Services Management →

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  • Changepoint 
     0

    Software by Compuware

    Business Portfolio Management

     
  • Changepoint belongs to the most comprehensive end-to-end solution available for Professional Services Automation (PSA). Changepoint gives you control over your resources and service-related enterprise procedures by providing a detailed dashboard-view of all levels of services your company provides.

    Learn more about Changepoint →

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Key Features & Benefits

  • Recruitment and employee on-boarding
  • Sales pipeline management
  • CRM and account management
  • Resource and inventory management
  • Purchase orders and procurement
  • Time-tracking and billing
  • Expense tracking
  • Quoting and invoicing
  • Accounting and reporting
  • Collaboration an knowledge sharing tools

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Professional Services Automation (PSA) Reviews


Laurence Bourgeois reviewed

moon

"more effective communication and transparency"

  11th of June 04:16


Alex Foster reviewed

HarmonyPSA

"Awesome Product - Saves Us Countless Hours"

  14th of May 08:04


Shakhawat Hossain reviewed

Mavenlink

"Great!!"

  18th of April 03:03


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What is Professional Services Automation (PSA) Software?

Professional services automation software is used by service-oriented professions such as lawyers, IT consultants, architects and other contractors to automate the processes related to managing projects and resources. PSA solutions help service providers to manage a number of business processes, including employee onboarding, sales and account management, resource and inventory management, ordering and procurement, expense tracking, time management, billing and invoicing, and financial accounting.

PSA software can be used by independent contractors and large organizations alike to gain a deeper understanding of their business operations and gain further visibility into project success. These business apps help to ensure customer satisfaction with built-in ticketing features, online order approval and file sharing.

PSA solutions can also be used as marketing tools to generate leads and track sales. You can also control the cost of projects through budgeting and forecasting tools. Time-tracking tools allow you to calculate billable hours and use various pricing models to create client-specific, branded quotes and invoices.

PSA software is used to manage expenses, often allowing you to scan, upload and archive receipts. You can also manage purchasing and stay on top of accounting with P&L generation and online document approval. It can also be used to manage employee data as well as contractor and client information.

PSA software will often provide collaboration tools in order to share knowledge among dispersed team members. These social tools can often be extended to be used by clients, providing a single platform for all project workers to share files and documents.

PSA solutions can be used to manage resources and assign tasks to team members. With resource availability views you can schedule resources and ensure the best resources are utilized for each job. You can also use these apps to gather feedback on task progress and remain updated on task completion, pending deadlines and projects that are about to go over budget.

The reporting tools of professional services automation software provide insight into the entire runnings of your business. You can get an overview of the status of your entire portfolio of projects in one place. Define the KPIs most relevant to each project and receive reports and alerts based on these for managers and stakeholders.

Key Features & Benefits

  • Recruitment and employee on-boarding
  • Sales pipeline management
  • CRM and account management
  • Resource and inventory management
  • Purchase orders and procurement
  • Time-tracking and billing
  • Expense tracking
  • Quoting and invoicing
  • Accounting and reporting
  • Collaboration an knowledge sharing tools

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