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Professional Services Software with Configurable Workflow (2026)

Last updated: April 2026

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32 software options

Asana logo

Project tracking and workflow management platform

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Asana is a professional services tool where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

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monday.com logo

Project management software

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monday.com helps you manage your projects and tasks all in one place. Plan ahead visually, discuss in context, keep your clients in the loop and stay organized

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Wrike logo

AI powered workflow management platform

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Exceed clients' expectations with Wrike's ready-made professional services solution. Plan projects, track progress, collaborate in real-time and increase on-time delivery. Share automatic, custom-built reports with clients and accelerate approvals.

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NetSuite logo

AI-powered cloud-based business management suite

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Increase visibility into your professional services organization, improve resource utilization, elevate on-time project delivery, and drive profitability with NetSuite ERP's fully integrated PSA solution, which provides powerful tools to help you manage your projects, resources, and finances.

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UiPath logo

(RPA) AI-powered hyperautomation Robotic Process Automation

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UiPath Robotic Process Automation is a cloud-based solution which helps businesses & government organizations design & manage attended & unattended automation tasks to streamlining front-office activities. UiPath RPA lets users store multiple licenses in a unified database for future reference.

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BigTime logo

AI-powered scoping, project, time, and billing software

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BigTime helps budgeting, project planning/execution, team communication, task management, resource management, invoicing and project financials. Our customers see an average improvement of 25% in gross margins and a substantial increase in expansion and referral revenue.

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Bitrix24 logo

All in one business management workspace

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#1 FREE professional services automation platform used by over 4 million businesses worldwide. Cloud, mobile and open source code.

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Scoro logo

Manage projects, resources, and finances in a single system

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Scoro unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work.

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Striven logo

Collaborative ERP for business process management

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Striven is a comprehensive business management software suite. It provides a range of features to support organizations across various industries, such as construction, manufacturing, professional services, and field services. The software offers real-time access to critical business data, helping to eliminate issues with missing, lost, or inaccurate information.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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ConnectWise PSA logo

PSA tool designed for as-a-service businesses

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ConnectWise PSA (formerly ConnectWise Manage) is a business management platform designed to run technology solution business, connecting everything to allow for superior service delivery, know businesses better, discover full-visibility billing, and handle handoffs without hiccups.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

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Planview Clarizen is an award-winning enterprise work management solution for project portfolio management (PPM) and professional services delivery teams.

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Autotask PSA logo

IT Business Management Software Platform

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Autotask PSA is an intelligent IT business management platform providing a singular view across the entire business (services, internal operations, customers, and prospects) to improve efficiency, accountability, insight, and profitability.

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Forecast logo

AI-driven PSA platform powering profitable project outcomes.

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For professional services companies to manage everything from quote to invoice without the administrative hassle, in one AI-powered solution.

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AccountSight logo

Time tracking & billing software for professional services

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Specially designed to professional services companies. If you have advanced need for easy to use resource forecasting tool, AccountSight will be ideal solution.

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Intervals logo

Time tracking, task management, & project management.

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Discover a better way to track your time and manage your task with Intervals. More than simple time tracking, less than enterprise complexity. Deliberately in the middle with features that are ideal for small businesses.

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HaloPSA logo

HaloPSA brings everything an MSP needs into one location.

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HaloPSA is a single, all-inclusive PSA solution, designed for MSPs and service providers. HaloPSA gives you the power to manage your entire business with powerful out-of-the-box functionality. Empower your business with a single all-inclusive cloud platform, designed for your as-a-service business

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Unanet ERP AE logo

Project-based ERP for mid-to-large size AE firms

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Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination of Project Management, Business Intelligence, Time and Expense Tracking, Financials, Integrations, and CRM tools in one single source to run your business more effectively.

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Planview ProjectAdvantage logo

Cloud-based project and portfolio management software

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Planview ProjectAdvantage is a project and portfolio management software that helps organizations manage their strategic initiatives. The software caters to a wide range of industries, such as banking, insurance, pharmaceuticals, biotechnology, healthcare, manufacturing, and professional services.

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TimeLog logo

Best-of-breed PSA suite for SME and enterprise companies

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TimeLog is a cloud-based Professional Services Automation solution for consultancy businesses of all sizes, with tools for tracking time & expenses, planning projects and resources, invoicing customers & much more.

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PROMYS logo

Cloud-based CRM, Help Desk, and PSA software.

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Resource calendar, time sheets, multi-billing rates, work assignments & calendar integration, skill set tracking and billable utilization reports all supported

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SwiftCase logo

Get your workload under control with ease.

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Organise your tasks into streamlined processes that fit the way you work. Automate your processes to get more done in less time. Integrate your apps to keep your info in sync across your whole business. Watch your business grow, powered by SwiftCase software.

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VOGSY logo

Multiple countries, multiple currencies, one resource pool.

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All–in-one CRM and ERP for international project teams.

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Ravetree logo

Award-winning work management solution

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Ravetree is an all-in-one work management solution for project-driven organizations and teams with tools for managing projects, time, resources, and clients

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