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Professional Services Software with Template Management (2026)

Last updated: April 2026

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Professional Services Software Key Features

    Based on 214 user opinions, we identified 6 features that are important for any product in Professional Services Software

  • Task Management

    Create, manage and track all task activities and progression

    Average user rating

    4.5

  • Workflow Management

    Create, design and manage workflows for repetitive tasks

    Average user rating

    4.6

  • Calendar Management

    Track and manage schedules and meetings via an integrated calendar

    Average user rating

    4.7

  • Multiple Projects

    Ability to handle several projects simultaneously

    Average user rating

    4.6

  • Third-Party Integrations

    Set up connections to third-party platforms to improve business processes

    Average user rating

    4.6

  • Project Management

    Plan and coordinate all the resources, costs and time needed to execute assignments

    Average user rating

    4.4
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User rating

26 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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Smartsheet logo

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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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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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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Birdview logo

Software for managing multiple projects, tasks, and teams

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Birdview adapts to business growth with comprehensive project oversight. Efficiently manage multiple projects, balance team workloads, and control budgets. Benefit from strong security and supportive service. Gain crucial insights for project and financial success through robust analytics.

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Kantata logo

Always Deliver Amazing

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Discover the top PSA software solution built by services professionals, for services professionals. Mavenlink unifies resource management, project management, collaboration, project financials, and business intelligence in one solution.

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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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Accelo logo

Transform the way you manage client work

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Accelo streamlines your service business and automates repeatable processes. With Accelo, client accounts, projects, timesheets, contracts, and more are tracked for you - so you can spend less time in meetings and dealing with admin work, and more time focusing on your clients.

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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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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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ITM Platform logo

Project, Program and Portfolio Management Software

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ITM Platform is the Professional Services software that can be deployed within two weeks, aligning your project portfolio to the business strategy. Teams will learn how to use the project and work management tools within a day, providing portfolio managers with access to the metrics that matter.

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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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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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awork logo

for the joy of work. 💜

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awork is an automatic project management solution designed to help teams of all sizes manage & streamline task collaboration. It allows users to utilize lists, kanban boards and Gantt charts to coordinate to-dos across projects, automate workflows and monitor status changes in real time.

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Mosaic logo

AI-powered resource management, reporting, and forecasting

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Mosaic is AI-powered resource management software that gives real-time visibility into workload, capacity, and demand. Balance teams, forecast revenue, and improve utilization with a planning-first platform that replaces spreadsheets and static ERP reports.

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Total Synergy logo

Business and project management software for AEC businesses

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Synergy is business and project management software enabling architecture, engineering and construction design businesses to effectively manage every job on time and for profit.

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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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Stafiz logo

ERP for professional services organizations

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Stafiz is designed to help specifically professional services improve collaboration, productivity, reporting and save time. Stafiz brings everyone (management, teams, contractors, clients) on a single environment, to share data in a more insightful way and make your organization more efficient.

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Workgroups DaVinci logo

The future of marketing is at your fingertips.

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The marketing landscape may be getting more complex, but your daily work doesn’t have to be.
Mfactor delivers smart project management and intuitive proofing in a scalable solution that grows with your team’s needs. We help you unlock greater productivity and deliver better customer experience.

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SAP Ruum logo

AI-driven project management and collaboration tool by SAP

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SAP Ruum is a collaborative, AI-driven project management solution for teams which provides project management, task tracking, and progress reporting. The platform is designed for sales, marketing, HR, supply chain, analytics, and professional services teams, and integrates with the SAP C/4HANA suite.

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