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Professional Services Automation
Page 5

Professional Services Automation Software with Quotes/Estimates (2026) - Page 5

Last updated: April 2026

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Features

Quotes/Estimates

Client Portal(92)

Access Controls/Permissions(93)

Accounting Integration(77)

Activity Dashboard(98)

Integrated with

Jira(34)

QuickBooks Online(38)

Salesforce Sales Cloud(25)

PayPal(13)

HubSpot CRM(33)

Pricing model

Free(20)

Open Source(4)

Free Trial(70)

One Time License(0)

Subscription(100)

Devices supported

Mac(60)

iPad(68)

Android(74)

Linux(39)

Web-based(117)

iPhone(76)

Windows(72)

Organization types

Small Business(115)

Non Profit(51)

Large Enterprises(96)

Public Administrations(42)

Freelancers(47)

Mid Size Business(108)

User rating

All Reviews

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117 software options

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SAP Ruum

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI-driven project management and collaboration tool by SAP

SAP Ruum is a collaborative, AI-driven project management solution for teams which provides project management, task tracking, and progress reporting. The platform is designed for sales, marketing, HR, supply chain, analytics, and professional services teams, and integrates with the SAP C/4HANA suite.

Read more about SAP Ruum

Users also considered

Juntrax

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

PSA solution for streamlining operational processes

Juntrax is a cloud-based professional services automation (PSA) platform that helps businesses manage operational processes related to employees, sales, and more. It allows users to generate custom invoices, dashboards, and reports, and deliver statements of work (SoW) to vendors as well as clients.

Read more about Juntrax

Users also considered

Exact for Project Management

4.3

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Gain insights with project management software

Exact for Project Management, the fully customizable project management application designed to help you manage your projects and resources in one place. This solution makes it easy to work with multiple project managers and collaborate with team members within or across projects.

Read more about Exact for Project Management

Users also considered

Service365

4.0

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Service365 connects your field services teams with QuickBook

Service 365 is an intuitive field service management software built for the industrial services industry.

Read more about Service365

Users also considered

Aysling

4.5

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Professional Services ERP

Aysling is a cloud-based professional services ERP that aids businesses with streamlining their back-office operations and managing every step of the client lifecycle. The platform offers modules including CRM, project management, order management, and more.

Read more about Aysling

Users also considered

Progressus

4.5

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Project Accounting Software Built on Dynamics 365 ERP

Progressus, the first project accounting software built on Dynamics 365 Business Central, offers various features to streamline project management. Key functionalities include a Project Setup Wizard, adaptable task structures, efficient resource management, and the flexibility of customizations.

Read more about Progressus

Users also considered

Visma Severa

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

PSA software combining CRM, project management and invoicing

With Visma Severe Project Management software you can handle individual projects. Be it sales or billing or even your entire project portfolio. Visma Severa’s PSA software adapts perfectly to your existing workflow to provides the information you need with integrated CRM, project management, resourcing, time tracking and invoicing. Available to the software are industry standard compatibilities with third-party systems and customization services.

Read more about Visma Severa

Users also considered

Cyanic LEM

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Field service management solution for small to midsize firms

Cyanic LEM is a cloud-based field service management solution which helps small to midsize firms automate their daily work record (DWR) workflow, payroll, and project cost analysis. Cyanic LEM enables users to manage remote approvals for labor, equipment, and material (LEM) documents.

Read more about Cyanic LEM

Users also considered

WorkRails

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Professional services automation platform

WorkRails helps businesses streamline operations across sales, professional services, and their clients. The platform normalizes service offerings, adds governance, and collects insights.

Read more about WorkRails

Users also considered

Alert

3.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Business management system for professional organizations

Alert is a business management system designed to help professional service organizations
improve their critical IT business & operational processes

Read more about Alert

Users also considered

PlanAutomate Project Automation

(0)

Project Management, Automated.

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.

Read more about PlanAutomate Project Automation

Users also considered

Manitou

(0)

Integrated management solution for all business processes

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

Read more about Manitou

Users also considered

Ramco Professional Services Automation

(0)

Scalable PSA solution for businesses in the service industry

Ramco Professional Services Automation offers project management, timesheet and attendance, and payroll from one centralized platform. It is designed for businesses in the service industry, specifically IT/ITeS/BPO, consulting, and staffing firms. It can be deployed both on the cloud or on-premise.

Read more about Ramco Professional Services Automation

Users also considered

Agileday

(0)

Operating platform for professional services firms

Agileday is the people-first PSA platform for consulting firms, agencies, and professional services. Unlike rigid, top-down tools, it empowers consultants with smart matchmaking, skills-based staffing, and automated workflows—eliminating manual work while driving engagement and profitability.

Read more about Agileday

Users also considered

Koho PSA

(0)

The versatile Accounting Practice Management Software.

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.

Read more about Koho PSA

Users also considered

TACO

(0)

Auditing Policy Monitoring Tool

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.

Read more about TACO

Users also considered

Fixner

(0)

Streamline service management

Fixner is a cloud-based software designed to streamline operations for service-based businesses. It offers a comprehensive suite of features, including CRM, project management, work order management, time tracking, invoicing, and more. Fixner is adaptable to the specific needs of various industries, such as construction, maintenance, technical support, architecture, engineering, and professional services, providing a solution to improve productivity and profitability.

Read more about Fixner

Users also considered

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