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Top Rated Professional Services Automation Software with Client Portal - Page 6

Last updated: April 2026

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134 software options

Bitrix24 logo

All in one business management workspace

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#1 FREE professional services automation platform used by over 12 million businesses worldwide. Cloud, mobile and open source code.

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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Avaro One logo
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Integrated CRM and PSA for professional services

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The PSA That Runs Your Business.
Projects. People. Profit. All in one place.

Projects from engagement templates, interactive Gantt, timesheets, resource allocation, and delivery analytics — all included in every plan. From sold deal to invoiced outcome, in one platform.

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Evidence logo
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Location intelligence platform for field teams

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Evidence is a mobile application for Android designed for work outside the office. It provides supervision measures such as real-time GPS location as work tools including digital forms, activities, S.O.S. button, the capture of photographic evidence, digital signatures and more.

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LEAP logo
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Operating system for services business management

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LEAP is a cloud-based operating system designed for services businesses that combines CRM, ERP, sales, delivery, and finance functions into one platform. The software offers features including lead management, pipeline tracking, invoicing, forecasting, staff assignment, timesheets, and worklogs. LEAP provides real-time visibility across operations and connects work performed to invoices and revenue, with enterprise-grade security and GDPR compliance.

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PlanAutomate Project Automation logo
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Project Management, Automated.

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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.

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TACO logo
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Auditing Policy Monitoring Tool

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TACO can apply auditing policies to your organisation’s overall infrastructure environment. TACO covers compliance frameworks like CIS, POPI and GDPR, to name a few.

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Koho PSA logo
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The versatile Accounting Practice Management Software.

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Koho PSA is an accounting practice management software that allows you to do your work in a versatile way while streamlining all your essential processes. We can easily customize the software to fit your company's needs so that you can reach success your way.

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Manitou logo
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Integrated management solution for all business processes

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Full implementation services are offered to every customer. It goes without saying that the setup process is meticulously planned and supported.

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