Professional Services Automation (PSA) Applications

  • FinancialForce Professional Services Automation  

    PSA and Project Management App for Salesforce
    FinancialForce PSA helps service businesses deliver client projects on time & in budget with resource management, time & expense tracking, accounting, and more.
    Visit Website
    I use this
    Save for later
  • AffinityLive PSA    16

    PSA software for agencies
    If you want to grow your business, you need a system, not a collection of tools. AffinityLive makes it easy to manage all of the client work in your business - from prospect to payment, and everything in between - all in one easy-to-use cloud-based app. With powerful features like automatic email capture, calendar and phone sync for automatic time sheets and powerful automated business rules, AffinityLive lets you focus on more important things (like growing your business). Try it now for free! 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.
    Visit Website
    I use this
    Save for later
  • Projector PSA    3

    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.
    Visit Website
    I use this
    Save for later
  • Tenrox PSA Solution    1

    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.
    Visit Website
    I use this
    Save for later
  • NetSuite SRP (Service Resource Planning)  

    Service resource planning (SRP) software
    NetSuite SRP offers a complete bid-to-bill solution to manage clients & projects. Plan projects, manage resources, automate accounting, track time & expenses.
    Visit Website
    I use this
    Save for later
  • HarmonyPSA    6

    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
    Visit Website
    I use this
    Save for later
  • Mavenlink    21

    Project Management and PSA software
    Mavenlink offers an interactive PSA solution with built-in project management, collaboration, resource planning, budget management, financial reporting & more.
    Visit Website
    I use this
    Save for later
  • Clarizen    20

    Work Collaboration & Project Management Platform
    Professional services business can use Clarizen to manage their projects, requests and workflow, ensuring that projects are delivered on time and within budget.
    Visit Website
    I use this
    Save for later
  • Workfront    19

    Enterprise Work Management Software
    Professional services businesses can use Workfront to plan projects, create & assign tasks, track progress and log time on projects and tasks for billing.
    Visit Website
    I use this
    Save for later
  • ProWorkflow    11

    Online project management tools
    Use ProWorkflow to track your tasks, billable hours and client communications, to create quotes and invoices, share files, manage client projects and more.
    Visit Website
    I use this
    Save for later
  • PROMYS Enterprise PSA    6

    The next generation in enterprise PSA software
    Strong help desk, project management, time & billing, and equally strong CRM, quoting, forecasting, customer asset tracking & job costing
    Learn more
    I use this
    Save for later
  • WorkBook.net    3

    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
    I use this
    Save for later
  • BillQuick    3

    Time & Billing + Project Management Software
    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
    I use this
    Save for later
  • moon    3

    Collaborative PSA solution for professionals
    moon is a professional services automation (PSA) software for collaboration between teams and management.
    Learn more
    I use this
    Save for later
  • Vorex Projects    2

    Manage Clients, Projects, Time & Billing … From a Single Platform
    Vorex aims to simplify the conversation around PSA and online project management and capitalize on having developed an intuitive, easy-to-use solution.
    Learn more
    I use this
    Save for later
  • Autotask    2

    IT Business Management Software Platform
    Autotask is the all-in-one web-based software that helps VARs, MSPs and IT Service providers to sell, implement, deliver and bill their services. Thanks to Autotask´s automation and management of your people, projects and processes your business performance will be improved significantly. That means greater efficiency, and more profitability. A bold promise, yes. But we deliver by getting your entire team all working off of literally the same customer and business information, all in real time. How does this help? By eliminating duplicate data entry, automating numerous functions and giving you complete visibility into: -What's due -What's billable -What needs to be scheduled -Which employees are under-utilized -How long specific tasks are taking -Which clients are most profitable And, because everything is kept in one database, Autotask gives you the power to mine your data to answer virtually any other question about your business.
    Learn more
    I use this
    Save for later
  • iBE.net    1

    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
    I use this
    Save for later
  • Avaza    1

    Run your client-focused business on Avaza
    Avaza has seamlessly integrated Project Management, Timesheets, Expenses, Estimates, Invoicing and Online Payments. Run your whole business from any device
    Learn more
    I use this
    Save for later
  • NetSuite OpenAir    1

    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
    I use this
    Save for later
  • Professional Services Management    1

    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
    I use this
    Save for later
  • Genius Project    1

    Project Portfolio Management Software
    Genius Project is a project management software with an extensive array of features such as PPM, Resource Management, Project Planning & Gantt Chart, Time & Expense Tracking, Document Management, etc. Used by over 1'050 clients and 93'000 users since 1997, 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.
    Learn more
    I use this
    Save for later
  • Tigerpaw  

    Business management automation
    Tigerpaw is a business management automation software that combines a number of business needs, The app provides tools for contact management, sales management, service management, and inventory management in a single platform. Using Tigerpaw you can record contact details, schedule tasks, send targeted email marketing campaigns, generate sales forecasts, track and manage all service team activities, record and manage inventory levels and more.
    Learn more
    I use this
    Save for later
  • IT Pro Dashboard  

    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
    I use this
    Save for later
  • Trevvo  

    Complete Business Management Suite
    Trevvo is a complete business management suite providing tools to help business teams become more productive - CRM, project management, document collaboration, forms, workflows, time tracking, invoicing, and reporting.
    Learn more
    I use this
    Save for later
  • Changepoint  

    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
    I use this
    Save for later


Page last modified

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