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Professional Services Automation Software with Role-Based Permissions (2026) - Page 3

Last updated: April 2026

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80 software options

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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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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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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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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Journyx logo

Simple time tracking for complex businesses.

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Journyx provides powerful time tracking solutions for organizations that need to easily and accurately track employee time for projects, billing, and payroll. We also offer state-of-the-art physical time clocks, web-based time clocks, resource allocation tools, and scheduling software.

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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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Ormandy logo

Operations Management Software Solutions

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Ormandy helps equipment sales & service operations streamline processes with industry-specific management software & outstanding customer service.

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Base Builders logo

Project management software for AE firms

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Base Builders is an industry-specific project management solution that helps architects and engineers stay on top of their projects and businesses. It is designed by AE industry veterans, making it a must-have tool for any firm that wants to improve its bottom line.

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Gripp logo

Business software for agencies and services providers.

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Gripp PSA software helps agencies and business service providers to center their data, insights and administration into one system. Work together, keep the overview and monitor results with Gripp.

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Pie logo

Better project results. Bake it in.

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Professional Services methodology execution and time tracking.

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Jamio openwork logo

Workflow Managment, Nocode, Development Platform, Cloud.

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Jamio is a no-code business process management platform designed to create cloud applications. The applications created on Jamio openwork platform helps companies drive digital transformation. It can automate and simplify company procedures, manage documents , offer collaboration tools and much more

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INControl logo

Your Control Centre

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INControl is a cloud-based Transport Workflow System for South African fleets, streamlining shipments, scheduling, RTMS compliance, and invoicing. It includes SIMs, rugged tablets, and MDM to ensure secure, connected, and fully digitised transport operations.

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JAMIS Prime ERP logo

Cloud-based government contract accounting ERP

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Built from the ground up to be DCAA-compliant, JAMIS Prime ERP is designed to meet the critical accounting, back-office, and operational needs and challenges of the most demanding government contractors while offering real-time insight into key contract and project management performance metrics.

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Financial Manager for Timesheets logo

Project, time, and expense tracking for Tempo Timesheets.

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Financial Manager for Timesheets serves companies looking for a tracking solution that offers financial assessments of project performance in real-time. Logged time data is collected autonomously to set users free from manual data entry in standalone spreadsheets & enables organization.

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Deltek Vantagepoint logo

Power project success

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Deltek Vantagepoint is a powerful, intuitive solution that helps people manage projects from start to finish. With full visibility of client, project and financial details, your organization accelerates workflows, maximizes productivity and realize great business results.

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Easydus logo

Most Flexible Event Registration Tool

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Easydus event registration software is the most flexible event registration platform in the market, where you set up any complex or simple event registration flow where you can set up a separate registration form, e-mails for each of your target group.

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Karanext logo

Karanext, a French ERP platform designed for service firms.

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Karanext is an ERP designed specifically for service companies such as IT services firms, engineering consultancies, architecture firms, consulting firms, and financial advisory businesses. It automates project management, time tracking, resource allocation, and profitability...

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MyMediaConnect logo

Project management for graphic design & brand asset

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MyMediaConnect is a secure collaborative cloud-based platform for project management related to the graphic design and management of brand assets.

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Fielder Agent logo

Cloud-based software for managing agents in the field.

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Fielder Agent is an application for the management and control of field agent assignments. The software operates based on the planning of optimal routes and the use of resources. It also facilitates the traceability of activities in real-time. It includes a web portal and mobile apps.

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CMap logo

Project and resource management software.

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CMap's end-to-end CRM & PSA exists to help professional services companies to win more work, deliver it more profitably and make better business decisions.

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Juntrax logo

PSA solution for streamlining operational processes

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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.

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