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Top Rated Professional Services Automation Software with Pipedrive

Last updated: October 2026

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22 software options

Teamwork.com logo

Most tools track work. We make it profitable.

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The agentic PSA that helps service businesses win, plan, and deliver projects more profitably.

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Everhour logo

Time tracking, scheduling, budgeting & expenses software.

Besides time tracking, Everhour provides an array of features that ensure swift and efficient project delivery. Use it for automating and optimizing your projects — timekeeping, budgeting, reporting, invoicing, etc. Integrate it with popular project management tools to deliver projects on time.

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Striven logo

Striven is a cloud-based, all-in-one business management ERP

Striven connects the full engagement lifecycle for services firms, from CRM and proposals to project delivery, time tracking, and invoicing, with resource allocation, utilization reporting, and profitability views all in one connected platform.

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Avaza logo

All-in-one, client-focused project management for teams.

Manage client projects by scheduling resources, assigning tasks, tracking time and expenses and billing in one place. Available in the cloud, from any device.

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Napta logo

Cloud-based project and resource management software

Napta helps businesses create and manage teams for multiple projects and ensure compliance with GDPR standards. The platform lets project managers post staffing requirements, select suitable employees using automated suggestions, and track utilization of resources via a unified portal.

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monday AI Work Platform logo

Project management software

monday.com helps you manage your projects and tasks all in one place. Plan ahead visually, discuss in context, keep your clients in the loop and stay organized

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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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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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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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Metric.ai logo

Software for agencies to manage finances and operations.

Metric.ai is the only tool for digital agencies that combines software to provide services with financial analytics to run a business. Get real-time insights on revenue forecasts, profitability, utilization, and other 100+ metrics, broken down by clients, departments, roles, and custom tags.

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Pike logo

The operating system for consultancies and agencies.

Pike is the AI-powered operating system for agencies and consultancies to run on facts, not feelings.

We connect projects, resources, time, crm and finances into one shared source of truth, replacing scattered tools and manual workflows with a system teams actually enjoy using.

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Planhat logo

Customer success platform

Planhat is a Customer Success Platform that empowers organizations to acquire, service, and grow lifelong customers. This comprehensive customer platform serves as a single source of truth, providing sales, service, and success teams with an intuitive, action-first interface to streamline their workflows and drive successful outcomes.

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Scoro logo

Manage projects, resources, and finances in a single system

Scale your business efficiently and profitably by combining project management, resource planning, invoicing, and business intelligence into one powerful professional services automation software.

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Whoz logo

Cloud-based resource management platform

Whoz is a cloud-based resource management platform, which helps professional services organizations track the availability of workforce, map profiles expertise, plan capacities, and conduct forecasting in real-time.

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Asana logo

Project tracking and workflow management platform

Asana is a work management tool designed for consulting where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

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CogniSaaS logo

Customer-centric Onboarding

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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Parallax logo

Better forecasting intelligence using the tools you love.

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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Accelo logo

Move from operational chaos to profitable growth.

Accelo is purpose-built PSA software that automates the full client lifecycle — quoting, project delivery, time tracking, retainer management, and invoicing — in one AI-powered platform. Teams cut admin time by 30–35% and recover 3–7% in lost revenue.

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Wrike logo

AI-powered work delivery platform

Wrike is the trusted work delivery platform for Professional Services Automation (PSA), where AI helps your firm. Centralize client projects in one governed environment to streamline planning, resource management, time tracking, and billing. Use dashboards to track project profitability.

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Haber Chat logo
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your go-to platform for managing WhatsApp communications.

Key features include multi-number management, automated message campaigns, and CRM-level customer tracking. It integrates with over 5000 apps for seamless customization. Enjoy real-time analytics, quick replies, and team collaboration, all in one place. Plus, you can start with a free trial!

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Agileday logo
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The PSA for teams and agents.

Agileday is an AI-native PSA platform built for the agentic era of professional services, helping firms orchestrate teams and AI agents to improve staffing, forecasting, utilization, and profitability.

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CherryWorks Pro logo
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Operating system for professional services firms

PSA platform with a unified REST API, 30+ native integrations including Salesforce, HubSpot, Slack, and Zapier, and signed webhooks on every project, time, and billing event. Real-time utilization analytics, no-code automations, SSO, SCIM, role-based access, and SOC 2-grade audit controls.

Read more about CherryWorks Pro

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