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Professional Services Automation Software with Workflow Management (2026) - Page 6

Last updated: April 2026

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155 software options

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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Fitnet Manager logo

ERP software for managing administrative operations

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Fitnet Manager is an enterprise resource planning (ERP) software that enables marketing agencies, consulting firms, and architecture, engineering, software, and IT service companies to manage and automate administrative operations related to contracts, projects, billing processes, and more

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SCOPE Better logo

Cloud-based CPQ platform

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SCOPE Better is a cloud-based CPQ platform designed for Professional Services businesses. Collaboration and approval are facilitated through the platform, allowing the right people to come together and work on scopes of work seamlessly. With version control and approval workflows, unnecessary complexity and errors are reduced, saving time, streamlining workflows, and enabling faster deal closure.

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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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Elite 3E logo

Enterprise resource planning software for legal firms

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3E is an on-premise and cloud-based enterprise resource planning (ERP) software designed to help businesses manage and streamline various administrative processes related to finance, risks, client management, and more. Supervisors can gain an overview of legal processes, configure workflows, and automate daily tasks according to requirements.

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SAP Ruum logo

AI-driven project management and collaboration tool by SAP

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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.

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CrewSnap logo

All-in-one software designed for staff augmentation firms

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CrewSnap is software for staff augmentation firms to manage workflows, create branded resumes, and accelerate sales. It provides a portal for talent and client management, automates resume branding, and streamlines the submission process to help staffing firms operate more efficiently.

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Exact for Project Management logo

Gain insights with project management software

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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.

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Planisware Enterprise logo

Cloud-based project portfolio management solution

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Planisware Enterprise is a cloud-based project portfolio management solution that offers portfolio and project delivery capabilities to capture the business strategy, align portfolio, execute projects, and optimize coordination between teams.

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Service365 logo

Service365 connects your field services teams with QuickBook

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

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Progressus logo

Project Accounting Software Built on Dynamics 365 ERP

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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.

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Visma Severa logo

PSA software combining CRM, project management and invoicing

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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.

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Cyanic LEM logo

Field service management solution for small to midsize firms

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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.

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WorkRails logo

Professional services automation platform

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

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Macanta logo

Create Workflow and Process Automation - No Coding Required

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As your business grows and changes, your CRM and Automation should grow and change accordingly.

With Macanta, you are given the power to create a custom CRM for your business, including powerful Workflow and Process Automation.

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Structure PPM logo

Agile project management solution in Jira

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Structure: Unite PSA. Break silos, collaborate, and drive success with the ultimate Jira project management tool.

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Deals & Projects logo

modern, einfach, intuitiv

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All-in-one agency software for agencies from all industries. Smart workflows help to acquire, implement and bill projects.

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IRIS Practice Engine logo

Professional services automation software for firms

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IRIS Practice Engine is a comprehensive all-in-one professional services automation software for medium to large-sized firms. It streamlines management by enhancing visibility, reducing wasted time and costs, and enabling faster billing processes.

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CogniSaaS logo

Customer-centric Onboarding

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CogniSaas is a client onboarding and implementation platform. It allows for collaboration between customers and important stake holders to derive value from clients and products.

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PlanAutomate Project Automation logo

Project Management, Automated.

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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.

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Dayshape logo

Defining the future of AI-powered resource management

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Dayshape delivers leading resource management software designed to help professional services firms achieve extraordinary results. Dayshape's platform is the only solution combining advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management.

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PracticePro 365 logo

The Best All-in-One Practice Management Software

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PracticePro 365 is a unitized cloud practice management software with nine core features that run your firm, an all-in-one platform topped off with real-time visual dashboards.

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evergreen logo

Cloud-based PSA solution

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evergreen is a cutting-edge single-platform solution built on the Microsoft Cloud that has been tailor-made for project-based organizations.

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