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Top Rated Professional Services Automation Software with Pipedrive

Last updated: June 2026

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21 software options

monday.com logo

Project management software

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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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Everhour logo

Time tracking, scheduling, budgeting & expenses software.

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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

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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.

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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

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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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Teamwork.com logo

Profit from every client demand.

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Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

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atimeüs logo

ERP tool for companies in IT services or consulting

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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.

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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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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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Metric.ai logo

Software for agencies to manage finances and operations.

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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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PSOhub logo

One platform. Every project. AI-driven.

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PSOhub is PSA and work management software for professional services organizations. One platform from quote to invoice, with AI-powered project planning, resource scheduling, and margin monitoring. Built by practitioners, used in 40+ countries.

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Scoro logo

Manage projects, resources, and finances in a single system

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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

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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

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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

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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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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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Wrike logo

AI-powered work delivery platform

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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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Bitrix24 logo

All in one business management workspace

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#1 FREE professional services automation platform used by over 12 million businesses worldwide. Cloud, mobile and open source code.

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

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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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Operating platform for professional services firms

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Agileday is the people-first PSA platform for consulting firms, agencies, and professional services. Unlike rigid, top-down tools, it empowers consultants with smart matchmaking, skills-based staffing, and automated workflows—eliminating manual work while driving engagement and profitability.

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CherryWorks Pro logo
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Operating system for professional services firms

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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.

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