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Top Rated Professional Services Automation Software with Mid size business - Page 2

Last updated: October 2026

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195 software options

HaloPSA logo

HaloPSA brings everything an MSP needs into one location.

All consulting is provided by our in house consultancy team. This ranges from full management of an implementation project to one remote consultancy sessions.

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Merlin Project logo

Project Management with a Bit of Magic

Merlin Project is the professional project management software for Mac, iPhone, and iPad. It offers a range of features to help users plan, organize, and control their projects, including a work breakdown structure, Gantt chart, mind map, and Kanban board. Merlin Project also provides cloud-based synchronization, rich attachments, and integration with Microsoft Project, making it a versatile and powerful tool for project management.

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vtenext logo

Maximize efficiency: automate internal processes with BPMN E

Maximize efficiency: automate internal processes with BPMN Engine and leverage AI Agents & a virtual assistant in one CRM.

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BlueFolder logo

Work order and field service management software

BlueFolder is a web-based PSA solution with powerful yet easy-to-use features including robust work order management, scheduling/dispatch tools, QuickBooks, FreshBooks, and Xero integrations, a customer portal, asset/equipment tracking, customer notifications, and more. Get a demo to see BlueFolder.

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Flowcase logo

The automated proposal solution for professional services.

Flowcase is a cloud-based software designed to help professional services firms manage and tailor their CVs and case studies for bids and proposal. With Flowcase you can quickly highlight the most relevant experience for each bid and proposal and export them on custom templates.

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ITM Platform logo

Project, Program and Portfolio Management Software

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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Operating logo

Manage your operations from resourcing to month-end close.

Operating is an AI-enabled PSA platform that puts time, people, projects, and money in one place between your CRM and accounting system. It handles staffing, planning, time tracking, ASC 606 revenue recognition, and invoicing, built MCP-first, so AI assistants can do what the UI does.

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PROMYS logo

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

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

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atimeüs logo

ERP tool for companies in IT services or consulting

atimeüs is an ERP software specifically designed for companies in IT services, software engineering, consulting.
Key features include timesheets, projects portfolio, load forecasting, invoicing, procurement, monthly closing, and real-time dashboards.

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Float logo

Resource management software for delivery teams.

Gives operations and delivery leaders a full picture of who's working on what, whether delivery is on track, and what to take on next, by scheduling people against project plans and reporting on capacity, utilization, and margin as work happens.

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ZEP logo

Time tracking solution for streamlining project management.

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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Zoho Projects logo

Project Management, Collaboration and Bug Tracking

Zoho Projects is an online project management tool that is designed to help businesses of any size and industry create, organize and manage work items while amping up productivity and delivering projects of excellence.

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Conrep logo

Web-based applicant tracking & PSA software

Conrep is a web-based applicant tracking & PSA (professional services automation) software which enables consulting, staffing, recruiting & professional services organizations to track & manage applicants, bench sales & training, human resources, accounting & finance, & more, with mobile access

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Forecast logo

AI-driven PSA platform powering profitable project outcomes.

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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Teamogy logo

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

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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Aldoa logo

#1 Project Management Software for Consultants and Engineers

Aldoa is the leading all-in-one project management solution designed specifically for environmental consulting and engineering firms.

With tools for project management, financial tracking, and field data management, Aldoa helps firms deliver quality projects on time and within budget.

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Moovila logo

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

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

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MindSalt Time & Expense logo

Simple time, expense, and project tracking software

MindSalt Time & Expense helps teams track time, expenses, approvals, PTO, project budgets, invoices, and reporting from one simple web-based platform.

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Screendragon logo

AI-powered Work Management System for Enterprise & Agencies

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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TimeHero logo

Smart task planning and project management powered by AI.

TimeHero is a automated work management software that intelligently plans daily tasks, recurring tasks, workflow and team projects. Tasks can be planned manually or automatically using TimeHero's AI scheduling engine. Timesheets, Gantt Charts, and Workload reports are automatically generated.

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Project Insight logo

Connect your org-wide project data to trust your reports.

Project Insight helps professional services teams manage client work from intake to invoice. Connect project delivery, time tracking, resources, budgets, and billing workflows. Automate handoffs, forecast capacity, and monitor utilization and profitability with connected data for trustworthy reports

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awork logo

for the joy of work. 💜

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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Octayne PSA logo

AI-powered professional services automation

Octayne PSA is a professional services automation platform designed for consulting firms and service providers. The solution offers time tracking with calendar integration from Outlook, Google Calendar, and Jira, converting scheduled events into time entries. Features include expense management, automated invoicing, resource planning with Gantt-style project management, utilization tracking, and approval workflows.

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Pie logo

Better project results. Bake it in.

Professional Services methodology execution and time tracking.

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SwiftCase logo

Get your workload under control with ease.

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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