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Professional Services Automation Software

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BigTime logo
4.6
(635)

Time, billing, expense, payment, and project mgmt 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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Kantata logo
4.2
(607)

Purpose-built to power professional services orgs.

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Kantata is purpose-built for professionals services organizations with 50 to 5000+ employees. Elevate your performance and unlock your potential with better operational execution throughout the entire professional services project lifecycle.

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Scoro logo
4.6
(233)

Successful projects from quote to cash.

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Scoro is work management software built specifically for service businesses who are tired of disjointed systems, unpredictable workloads, and shrinking margins.

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ConnectWise PSA logo
4.1
(239)

A PSA Tool Designed To Run Your As-a-Service Business

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Find out why 70% of the world's top technology solution providers (TSPs) on the prestigious MSPmentor 501 Global Edition List choose ConnectWise Manage.

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Asana logo
4.5
(12.4K)

The work management platform to organize work across teams.

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Asana is a work management tool designed for consulting 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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Rocketlane logo
4.7
(46)

A client-centric onboarding & modern PSA tool

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Rocketlane is a purpose-built customer onboarding and modern PSA tool that helps you deliver delightful customer projects and manage associated financials comprehensively.

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Q360 logo
4.2
(10)

PMO, CRM, Job costing service and accounting software

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Q360 is a cloud-based ERP platform which helps specialty contractors and IT service providers manage processes for accounting, sales, dispatch, resource utilization, job costing, and more. It helps manage business operations and enables users to find, share, and exchange data from multiple sources.

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Conrep logo
4.6
(53)

Web-based applicant tracking & PSA software

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Conrep is a web-based applicant tracking & PSA (professional services automation) software which enables consulting, staffing, recruiting & professional services organizations to track & manage applicants, bench sales & training, human resources, accounting & finance, & more, with mobile access

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Parallax logo
4.4
(49)

Better forecasting intelligence using the tools you love.

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Resource planning and forecasting for digital agencies and development firms. Your central command center for improving utilization, margin, and driving forward-looking plans centered on profitability and efficiency.

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Resource Guru logo
4.7
(500)

The fast, flexible way to schedule teams and projects

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Resource Guru is the fast, flexible way to schedule teams and projects. Manage people, equipment and meeting rooms in one place. Integrate multiple calendars and track availability in real-time, so you can plan and assign work with ease. Analyze workloads and utilization across clients and projects.

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Avaza logo
4.6
(419)

All-in-one, client-focused project management for teams.

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Manage client projects by scheduling resources, assigning tasks, tracking time and expenses and billing in one place. Available in the cloud, from any device.

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Primetric logo
4.9
(66)

Project management platform for software developers

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Primetric is a finance and project management platform for IT service and software providers. It can be used to keep a centralized record of all projects and developers, track individual progress, gauge margins, restrict access, designate roles, assign tasks, and forecast profits.

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VOGSY logo
4.5
(23)

Multiple countries, multiple currencies, one resource pool.

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VOGSY is a unified project and resource platform that makes it easy to set up new countries, track international projects, and connect local finance packages.

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Accountability logo
4.9
(23)

Project-based ERP for advertising & marketing agencies

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Project-based ERP solution built exclusively for marketing and advertising agencies. Comprehensive project management with built-in job cost accounting and open APIs.

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N-sight logo
4.3
(74)

Get going. Keep growing.

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N-able RMM is a remote monitoring and management platform designed to make managing, maintaining, and protecting IT easy.

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Runn logo
4.8
(30)

Real-time resource management for growing businesses

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Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. By providing visibility of project plans, people’s time and business health, Runn streamlines teams and keeps them on the same page.

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CV Partner logo
4.7
(17)

The new way to tailor your CVs and Case Studies for bids

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CV Partner is a cloud-based software designed to help professional services firms manage and tailor their CVs and Case Studies for bids and proposal. With CV Partner you can quickly highlight the most relevant experience for each bid and proposal and export them on custom templates.

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HaloPSA logo
4.8
(23)

HaloPSA brings everything an MSP needs into one location.

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All consulting is provided by our in house consultancy team. This ranges from full management of an implementation project to one remote consultancy sessions.

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Clientary logo
4.7
(81)

Everything you need for your professional service business.

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Full-suite app for your team to manage projects, payments, clients and more.

Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client workflows to bring it all under one roof.

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Syncro logo
4.7
(75)

Integrated RMM, PSA, and remote access platform

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Syncro is the most efficient business platform to run your MSP with a PSA that is fully integrated with the RMM and remote access with capabilities, such as integrated billing, contract management, ticketing, and much more.

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NetSuite OpenAir logo
4.0
(39)

The Leading Cloud Professional Services Automation Solution

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NetSuite OpenAir PSA solution provides a better way to manage projects and resources. It increases visibility into your professional services organization, improves resource utilization, streamlines invoicing and billing, elevates on-time project delivery, and drives profitability.

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QuickBooks Time logo
4.7
(6.7K)

Time Tracking App for Simple and Accurate Payroll

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QuickBooks Time is an online time & labor management service which allows users to track time from their desk or on the go, via a native iOS or Android mobile app

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monday.com logo
4.6
(4.6K)

Project Management Made Easy

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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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FreshBooks logo
4.5
(4.3K)

Accounting Software Built for Owners

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FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting and more time doing what you love.

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ClockShark logo
4.7
(1.8K)

GPS Time Tracking for Construction and Field Service

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ClockShark is the leading time tracking and scheduling software built for local construction, field service and franchises that want a simpler way to track mobile employee time, run payroll quickly and accurately, and understand job costs.

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Here's what we'll cover:

Buyers Guide

Professional Services Automation

Professional services automation (PSA) software is used by businesses to gain visibility into project performance, improve employee productivity, and manage customer relationships. 

The tool cuts across departmental silos and can be used by different teams and departments. For instance, the customer service and sales team can use the tool when engaging with clients or handling support tickets, and the project delivery team can use it to improve operational efficiency by monitoring project expenses or tracking task deadlines.

In this buyers guide, we'll explore what exactly PSA software is, it's key features, and deployment options.

Here’s what we’ll cover:

What is PSA software?

PSA software is a tool that helps companies manage different processes, such as tracking new business opportunities, planning resource allocation in projects, creating project budgets, and billing clients.  

The tool is used by different kinds of service companies, such as architectural businesses, law firms, marketing agencies, and accounting firms. 

Deployment options for PSA software

PSA software comes with two kinds of deployment options: cloud-based or on-premise. 

  • Cloud-based: The vendor changes you a monthly/annual subscription fee for using the solution, and takes care of the software’s maintenance, data backup, and upgrades. Since the software is hosted on the vendor's servers, your business data will be accessible to them.   

  • On-premise: The vendor sells the software to you, typically for a one-time license fee. You will have full control over the data but will also have to take care of data storage and software upgrades.  

Key questions to ask SaaS vendors:

  • What kind of security measures do you have in place to protect my organization’s data?   

Key questions to ask on-premise solution vendors:

  • Are there additional costs for software installation, set up, and training?

What are some common features of PSA software?

PSA software comes with wide-ranging capabilities, such as project management, time and expense tracking, resource management, and invoicing.   

Below are the most common features of these solutions:

Project management: Plan projects and track tasks by using built-in tools, such as Gantt charts and calendars, and create and visualize task timelines and understand the status of your projects.

Project management

Project planning and management in NetSuite SRP 

Timesheet tracking: Create timesheets, allow employees to update their work hours, and mark managers for approval from different devices, including iOS and Android smartphones.

Timesheet tracking

Timesheet tracking in Mavenlink

Expense tracking: Allow employees to put in reimbursement requests for project-related expenses by uploading receipts and assigning managers for review and approval.

Expense tracking

Expense tracking in BigTime

Invoice management: Create invoices using built-in templates to bill clients for a project; maintain a repository of invoices for different projects.

Invoice management

Invoice management in BQE Core 

Resource management: Plan and schedule tasks for employees based on their availability and skill set; monitor employee utilization and workload on visual dashboards.

Reosource management

Resource management in VOGSY

Customer account management: Organize and capture details of new and existing customers, such as their names, addresses, telephone numbers, service agreements, and interactions in a single system.

Customer account management

Customer account management in OfficeTools

Helpdesk: Capture the inquiries and requests made by customers and track the actions taken by the service team.

Helpdesk management

Helpdesk management in Zoho Desk


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*Note: The applications selected in this article are examples to show a feature in context, and are not intended as endorsements or recommendations. They’re obtained from sources believed to be reliable at the time of publication.