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Consulting
Page 3

Consulting Software with Document Management (2026) - Page 3

Last updated: April 2026

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Features

Document Management

Resource Allocation & Planning(42)

Client Portal(54)

Access Controls/Permissions(47)

Activity Dashboard(47)

Integrated with

QuickBooks Online(20)

Dropbox Business(18)

Gmail(16)

Google Calendar(25)

Google Drive(20)

Pricing model

Free(14)

Open Source(0)

Free Trial(41)

One Time License(0)

Subscription(60)

Devices supported

Mac(39)

iPad(41)

Android(45)

Linux(27)

Web-based(64)

iPhone(45)

Windows(46)

Organization types

Small Business(62)

Non Profit(33)

Large Enterprises(59)

Public Administrations(23)

Freelancers(30)

Mid Size Business(63)

User rating

All Reviews

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65 software options

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Sponsored

Vorex

3.8

(17)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Manage clients and projects on a single platform

Vorex provides a business management platform that weaves together complete online project management with professional services automation features that streamline day-to-day operations for growing small professional services organizations and IT providers via an easy-to-use cloud-based solution.

Read more about Vorex

Users also considered

Kytes

4.3

(8)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

We build a project management culture for your enterprises

AI-enabled PSA + PPM for managing projects, resources & financials across industries.

Read more about Kytes

Users also considered

CrossConcept Continuum PSA

5.0

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

One Solution. Best Project Delivery.

CrossConcept Continuum is a cloud-based professional services automation (PSA) solution specifically designed for small to medium-sized business management. We help you implement best practice project delivery to reduce costs & improve margins.

Read more about CrossConcept Continuum PSA

Users also considered

Fitnet Manager

4.4

(5)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

ERP software for managing administrative operations

Fitnet Manager is an enterprise resource planning (ERP) software that enables marketing agencies, consulting firms, and architecture, engineering, software, and IT service companies to manage and automate administrative operations related to contracts, projects, billing processes, and more

Read more about Fitnet Manager

Users also considered

Pacific Timesheet

4.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Web-based payroll timesheet & project time tracking system

Assist clients in business analysis and requirements development, product and feature enhancements, implementation management, training development and delivery

Read more about Pacific Timesheet

Users also considered

SAP Ruum

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI-driven project management and collaboration tool by SAP

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.

Read more about SAP Ruum

Users also considered

Juntrax

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

PSA solution for streamlining operational processes

Juntrax is a cloud-based professional services automation (PSA) platform that helps businesses manage operational processes related to employees, sales, and more. It allows users to generate custom invoices, dashboards, and reports, and deliver statements of work (SoW) to vendors as well as clients.

Read more about Juntrax

Users also considered

Service365

4.0

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Service365 connects your field services teams with QuickBook

Service 365 is an intuitive field service management software built for the industrial services industry.

Read more about Service365

Users also considered

Aysling

4.5

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Professional Services ERP

Aysling is a cloud-based professional services ERP that aids businesses with streamlining their back-office operations and managing every step of the client lifecycle. The platform offers modules including CRM, project management, order management, and more.

Read more about Aysling

Users also considered

Hydra

4.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Project planning & management for professional services

Hydra is a project resource management solution designed to help professional services design, execute and optimize their projects through knowledge management

Read more about Hydra

Users also considered

Cyanic LEM

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Field service management solution for small to midsize firms

Cyanic LEM is a cloud-based field service management solution which helps small to midsize firms automate their daily work record (DWR) workflow, payroll, and project cost analysis. Cyanic LEM enables users to manage remote approvals for labor, equipment, and material (LEM) documents.

Read more about Cyanic LEM

Users also considered

Visma Severa

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

PSA software combining CRM, project management and invoicing

With Visma Severe Project Management software you can handle individual projects. Be it sales or billing or even your entire project portfolio. Visma Severa’s PSA software adapts perfectly to your existing workflow to provides the information you need with integrated CRM, project management, resourcing, time tracking and invoicing. Available to the software are industry standard compatibilities with third-party systems and customization services.

Read more about Visma Severa

Users also considered

Manitou

(0)

Integrated management solution for all business processes

We start off our collaboration with a free one-hour meeting to evaluate your company’s needs and the Manitou solutions that will be best for you.

Read more about Manitou

Users also considered

PlanAutomate Project Automation

(0)

Project Management, Automated.

PlanAutomate automates and unifies project financials, operations, and analytics in one system. Built on D365 Finance, it gives project-driven businesses real-time control, better visibility, and smarter decision-making across the entire project lifecycle.

Read more about PlanAutomate Project Automation

Users also considered

Infor Professional Services Automation Suite

(0)

Infor PSA: Seamlessly Elevating Project Management.

Infor PSA: Versatile project management suite for clear oversight, resource optimization, and seamless integration into existing systems.

Read more about Infor Professional Services Automation Suite

Users also considered

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