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Professional Services Automation Software with Quotes/Estimates (2026) - Page 3

Last updated: April 2026

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117 software options

Screendragon logo

AI-powered Work Management System for Enterprise & Agencies

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Screendragon is an all-in-one AI-powered marketing work management platform built for enterprise marketing and marketing agencies. The platform is the orchestration engine that busy marketing and agency teams need to work at speed while unifying AI, automation, and humans in one ecosystem.

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Parallax logo

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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Mosaic logo

AI-powered resource management, reporting, and forecasting

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Mosaic is AI-powered resource management software that gives real-time visibility into workload, capacity, and demand. Balance teams, forecast revenue, and improve utilization with a planning-first platform that replaces spreadsheets and static ERP reports.

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Accountability logo

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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eLegere logo

All-in-one Low-Code & No-Code Application Building Platform

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eLegere is an all-in-one Low/No-Code platform to streamline process automation and management. It transforms shadow and unstructured operational processes into centralized, AI-ready digital assets. You can build modular, scalable, and customizable web/mobile applications for various business needs.

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PROMYS logo

Cloud-based CRM, Help Desk, and PSA software.

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Resource calendar, time sheets, multi-billing rates, work assignments & calendar integration, skill set tracking and billable utilization reports all supported

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PlanStreet logo

Make an Impact with Secure Case Management Software

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Organize your data in one central location with PlanStreet's secure Case Management Software. Streamline Workflows, Deliver Custom Reporting to Stakeholders, Organize Cases and Programs, and Maintain Compliance and Security with our all-in-one software solution. We offer a custom pricing structure!

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Total Synergy logo
Category Leaders

Business and project management software for AEC businesses

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Synergy is unique cloud software for architecture, engineering, and construction design (AEC) businesses to manage operations and jobs profitably. Streamline project management, accounting, and collaboration on a single platform, replacing manual spreadsheets.

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Inserve logo

100% Dutch Servicedesk software

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Inserve is online helpdesk software for managing the support department of MSP's and Agencies.

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Teamleader logo

Sell, bill and organise work in one place.

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Invoices, quotes, CRM, and planning. Manage your business easily in one place. Over 20,000 entrepreneurs and their teams hand over their paperwork to Teamleader's business software.

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SwiftCase logo

Get your workload under control with ease.

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Organise your tasks into streamlined processes that fit the way you work. Automate your processes to get more done in less time. Integrate your apps to keep your info in sync across your whole business. Watch your business grow, powered by SwiftCase software.

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UniFi logo

UniFi — One system, limitless use cases.

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UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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VOGSY logo

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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Ravetree logo

Award-winning work management solution

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Ravetree is an all-in-one work management solution for project-driven organizations and teams with tools for managing projects, time, resources, and clients

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Deltek Maconomy logo

Cloud-based tool for project, finance, and HR operations.

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Deltek Maconomy is a cloud-based enterprise resource planning (ERP) solution, which helps businesses in the professional services industry manage projects, financial operations, employee databases, and more. The platform offers various features such as expense management, work order tracking, project budgeting, subcontractor databases, accounting processes, performance monitoring, mobile application, and more.

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e·silentpartner logo

your business e-sp

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eSilentPARTNER is professional services automation software for all public relations (PR), Ad, marketing agencies, media & publishing houses with application access.

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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Sera logo

Cloud-based field service management software

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Sera is a cloud-based field service management software that helps residential HVAC and plumbing contractors handle business operations and streamline processes such as job and client management, route planning and dispatching, and more.

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Airbox logo

A platform for task, project, and process management

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Airbox is a Portuguese-language solution for managing tasks, projects, and business processes that provides a 360º view of the most relevant operations, monitors each stage of the sales funnel, and tracks the history of business opportunities while also measuring the performance of predefined goals.

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Klient PSA logo

Professional services automation tool built on Salesforce

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Built for consulting and SaaS delivery teams, Klient PSA runs natively on Salesforce to manage the full services lifecycle: estimation, scheduling, delivery, time entry, invoicing, and revenue forecasting. One platform to structure your business and scale with clarity.

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PSOhub logo

Cloud-based project management software for SMBs

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PSOhub is a project management solution for SMBs. It enables project leads or managers to keep track of tasks, times, resources, and projects. The tool helps managers increase team productivity by automating predictive project & smart contract management, expense tracking, and invoicing.

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Kaseya BMS logo

Business management solution for IT departments & MSPs

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With Kaseya BMS you’ll have a modern Professional Services Automation (PSA) that delivers all the tools you need to run your business with ease.

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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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Upland PSA logo

AI-Powered Professional Services Automation

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Streamline operations and boost profitability with Upland PSA. Gain real-time visibility, optimize resources, and forecast with confidence - all on one flexible platform trusted by global enterprises.

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Stafiz logo

ERP for professional services organizations

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Stafiz is designed to help specifically professional services improve collaboration, productivity, reporting and save time. Stafiz brings everyone (management, teams, contractors, clients) on a single environment, to share data in a more insightful way and make your organization more efficient.

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