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Top Rated Professional Services Automation Software with Crm

Last updated: September 2026

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154 software options

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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monday.com AI Work Platform 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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Accelo logo

Move from operational chaos to profitable growth.

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Accelo is purpose-built PSA software that automates the full client lifecycle — quoting, project delivery, time tracking, retainer management, and invoicing — in one AI-powered platform. Teams cut admin time by 30–35% and recover 3–7% in lost revenue.

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NetSuite SuiteProjects Pro logo

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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Projectworks logo

Run a More Profitable, Scalable Firm

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Grow your business with all-in-one professional services automation software for engineering, architecture, management consulting, & software services. Projectworks is easy to use, connects with your ecosystem, and gives you time back to focus on the real work that drives your success.

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Synchroteam logo

Field service management software for mobile workforce

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Synchroteam is a cloud and mobile-based field service management (FSM) software designed for mobile workforce that assists with tracking, scheduling, dispatching, calendar and job management, invoicing, and mapping.

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ClockShark logo

GPS time tracking tool for construction businesses

ClockShark is a comprehensive field service and construction time tracking solution designed to streamline operations and enhance productivity. The platform offers a set of features to address the unique challenges faced by businesses in these industries. At the core of ClockShark is its mobile time tracking functionality, which allows employees to clock in and out with a tap, ensuring accurate timesheets and labor cost recording.

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HoneyBook logo

Client management for freelancers & SMBs

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

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Paymo logo

Project Management, Time Tracking, and Invoicing for SMBs

Work and project management software for independent professionals and small teams of up to 20 people. Paymo offers native time tracking, task management, resource scheduling, invoicing, and online payments.

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Everhour logo

Time tracking, scheduling, budgeting & expenses software.

Besides time tracking, Everhour provides an array of features that ensure swift and efficient project delivery. Use it for automating and optimizing your projects — timekeeping, budgeting, reporting, invoicing, etc. Integrate it with popular project management tools to deliver projects on time.

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Fiverr logo

Time tracking, invoicing and payments app for freelancers

Fiverr Workspace (formerly AND.CO) is a cloud-based solution for freelance and small business workers, designed to streamline the time & expense tracking process with tools such as invoicing, contract creation, time tracking, expense tracking, & more. Fiverr Workspace also provides native mobile app support for Android & iOS.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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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Bill4Time logo

Cloud-based billing and invoicing tool for law firms.

Bill4Time is an online time billing software designed for legal practice management and professional services. The platform offers time tracking with one-click timers, expense tracking, customizable invoicing, and online payment capabilities accessible from both computers and mobile devices. Bill4Time includes document management, trust accounting with IOLTA reconciliation, and integrates with existing payment systems, document storage, calendars, and accounting software.

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Striven logo

Striven is a cloud-based, all-in-one business management ERP

Striven connects the full engagement lifecycle for services firms, from CRM and proposals to project delivery, time tracking, and invoicing, with resource allocation, utilization reporting, and profitability views all in one connected platform.

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Resource Guru logo

Resource management solution for busy teams

The blissfully simple resource management tool that helps busy teams keep projects on track. See team availability and find the perfect person for every job. Schedule at speed and keep everyone aligned on upcoming work. Get insights on forecast vs actuals and utilization across projects and clients.

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Avaza logo

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

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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Naverisk logo

Remote monitoring & management for managed service providers

Naverisk is an All-in-One remote monitoring and management (RMM) solution designed for managed service providers with device monitoring and ticketing system built in

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Napta logo

Cloud-based project and resource management software

Napta helps businesses create and manage teams for multiple projects and ensure compliance with GDPR standards. The platform lets project managers post staffing requirements, select suitable employees using automated suggestions, and track utilization of resources via a unified portal.

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Uku logo

Accounting Practice Management Software

Practice management accounting firms actually enjoy. See every deadline, bill every hour, run a calmer, more profitable firm.

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Ruddr logo

The Modern Professional Services Platform

Ruddr is the modern professional services platform for small-to-midsize teams (5-1,000 users). Measure key data related to clients, projects, budgets, tasks, time, expenses, and invoices. Reports and KPIs provide insight into metrics such as realization rate, utilization rate, and services margin.

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Clientary logo

Everything you need for your professional service business.

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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UiPath logo

(RPA) AI-powered hyperautomation Robotic Process Automation

UiPath Robotic Process Automation is a cloud-based solution which helps businesses & government organizations design & manage attended & unattended automation tasks to streamlining front-office activities. UiPath RPA lets users store multiple licenses in a unified database for future reference.

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Synergist logo

Project management software for agencies and consultancies.

The UK's leading agency management software. Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform.

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Productive logo

AI-powered project lifecycle management for service firms

Productive is an end-to-end agency management tool where AI understands your business — resources, projects, and finances, all in one place.

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BigTime logo

AI-powered scoping, project, time, and billing software

BigTime helps reduce operational costs, align talent to projects, accelerate payments, and enable decision-making. With 20+ years of experience, BigTime can get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges and scale with you tomorrow.

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