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Professional Services Automation Software with Role-Based Permissions (2026) - Page 2

Last updated: April 2026

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80 software options

Accelo logo

Transform the way you manage client work

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Accelo streamlines your service business and automates repeatable processes. With Accelo, client accounts, projects, timesheets, contracts, and more are tracked for you - so you can spend less time in meetings and dealing with admin work, and more time focusing on your clients.

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N-sight RMM logo

Cloud-based remote monitoring and management platform

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N-sight RMM is a cloud-based remote monitoring and management (RMM) platform designed to assist with managing, maintaining, and protecting IT.

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Productive logo
Category Leaders

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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Uku logo

Accounting Practice Management Software

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Uku transforms accounting practice management with advanced CRM, automated billing, email automation, and a secure client portal with e-signature. Save hours every week and turn invoicing from a multiple days task into a 30-minute routine - so your team can focus on growth.

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Primetric logo

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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Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

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With Clarizen, enterprise companies gain robust PS management with full tracking, visibility, analysis and collaboration.

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vtenext logo

The easy all-in-one CRM for process automation

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Attract, contact, close deals and increase customer loyalty in an easy, efficient and automated way with vtenext, the all-in-one open source CRM to design and optimize your marketing, sales, post-sales and customer service activities.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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Forecast logo
Category Leaders

AI-driven PSA platform powering profitable project outcomes.

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Forecast's AI-driven PSA platform helps PS teams of 25–200+ plan resources, boost visibility, and drive profitable project outcomes.

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Project Insight logo
Category Leaders

Cloud-based software for managing projects and related tasks

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Assistance with developing an internal communication plan around keeping everyone updated. Set up and implement the platform. Train users.

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ITM Platform logo

Project, Program and Portfolio Management Software

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ITM Platform is the consulting software that can be deployed within two weeks, aligning your project portfolio to the business strategy. Teams will learn how to use the project and work management tools within a day, providing portfolio managers with access to the metrics that matter.

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Strategic Roadmaps logo

Visual roadmap software for product management

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Strategic Roadmaps: Power your services. Streamline project management, optimize resources, and enhance client satisfaction with our PSA solution

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Intervals logo

Time tracking, task management, & project management.

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Discover a better way to track your time and manage your task with Intervals. More than simple time tracking, less than enterprise complexity. Deliberately in the middle with features that are ideal for small businesses.

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ZEP logo

Time tracking solution for streamlining project management.

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Optimize your service-based business with ZEP’s PSA capabilities. Automate workflows, track project performance, and streamline resource allocation to maximize efficiency. Gain real-time insights and ensure profitability with data-driven decision-making.

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HighQ logo

Cloud-based legal case management tool for legal teams.

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HighQ's intelligent solution combines automated workflows, document automation, and secure collaboration to transform the way professionals work and engage with clients and colleagues.

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Synergist logo

Project management software for agencies and consultancies.

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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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TimeLog logo

Best-of-breed PSA suite for SME and enterprise companies

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The complete PSA-solution for companies looking to elevate the processes from contract to invoicing - and evolve to become much more efficient and profitable.

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AUTOMY logo

The easiest way to automate your work, No-Code required.

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AUTOMY is a no-code digital process automation solution that allows businesses to track and automate workflows across the organization. Features of AUTONOMY include recruiting, purchasing, accounting, customer relationship management, contract management, ISO compliance, expense reimbursement, and more.

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Runn logo

Strategic resource management software

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Runn is resource management software that helps businesses optimize capacity and align people, projects, and strategy. With real-time visibility into current workload and future demand, teams can forecast resourcing needs, reallocate with confidence, and drive consistent, on-budget project delivery

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awork logo

for the joy of work. 💜

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awork is the #1 project platform for agencies. Managing complex client projects across internal teams and external collaborators — planning, scheduling, collaboration, and time tracking all in one place.

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Moovila logo

World's first AI-powered project & resource management tool

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Moovila offers an AI-powered platform that automates scheduling, risk detection & resourcing for on-time, profitable delivery.

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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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Triskell PPM logo

Flexible SaaS Project Portfolio Management Software

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Manage customers, resources, billing, resources costs, and billing rates

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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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