Professional Services Automation Software

Professional Services Automation Software Overview

Professional Services Automation (PSA) Software creates a centralized platform to manage client-project engagements through the entire lifecycle, from sales opportunity creation to final invoice collection. PSA Software allows collaborators to plan, manage, and measure project performance and progress. PSA Software automates or streamlines many repetitive manual processes, which increases team productivity by letting members focus on other tasks.

PSA software can provide automated performance, revenue, cost, utilization, and profit reports, which greatly increase project visibility and resource optimization. These various tools make PSA incredibly versatile and lend them to a variety of industries, including consultation, IT, architecture, and marketing. PSA Software tends to be able to seamlessly integrate with accounting, CRM, and payroll systems. Because PSA Software automates administrative work and fosters communication between project members, project quality and customer satisfaction are likely to be increased.

PSA Software is an umbrella term that covers platforms with elements of Customer Relationship Management (CRM) Software, Project Management Software, and Remote Management and Monitoring Software. PSA Software combines these software into a package that is accessible to both service professionals and their clients, making them an ideal all-in-one solution for customer-facing businesses.

Top Rated Professional Services Automation Products

Professional Services Automation Software TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Professional Services Automation Products

(1-25 of 55) Sorted by Most Reviews

The list of products below is based purely on reviews (sorted from most to least). There is no paid placement and analyst opinions do not influence their rankings. Here is our Promise to Buyers to ensure information on our site is reliable, useful, and worthy of your trust.

Adobe Workfront

Adobe Workfront, acquired by Adobe in late 2020, is a web-based project-management tool. It is designed for both IT and marketing teams, but can be implemented for any kind of project. Workfront offers all the features standard to project management platforms, as well as resource…

Key Features

  • Task Management (302)
    89%
    8.9
  • Team Collaboration (292)
    87%
    8.7
  • Document Management (275)
    81%
    8.1
Wrike
Customer Verified
Top Rated

Wrike is a project management and collaboration software. This solution connects tasks, discussions, and emails to the user’s project plan. Wrike is optimized for agile workflows and aims to help resolve data silos, poor visibility into work status, and missed deadlines and project…

Key Features

  • Task Management (285)
    88%
    8.8
  • Team Collaboration (283)
    87%
    8.7
  • Scheduling (258)
    79%
    7.9
ConnectWise PSA

ConnectWise PSA (formerly Manage) is a business management platform for companies that sell, service, and support technology. The platform is cloud-based and integrates automation, help desk and customer service, sales, marketing, project management, and business analytics. It is…

Key Features

  • Organize and prioritize service tickets (81)
    73%
    7.3
  • Ticket response (80)
    73%
    7.3
  • Ticket creation and submission (81)
    70%
    7.0
BQE Core
Customer Verified
Top Rated

BQE Core is a business management solution built specifically for professional service firms. According to the vendor, BQE Core is a combination of a billing assistant, project management, and accounting solution. The vendor’s value proposition is that Core does the hard work for…

Key Features

  • Time tracking (71)
    90%
    9.0
  • Dashboards (64)
    78%
    7.8
  • Standard reports (53)
    78%
    7.8
Teamwork

Teamwork is a project management platform built specifically for client work. It helps users deliver work on time and on budget, eliminate client chaos, and understand profitability, in one platform. Teamwork’s customers track and manage their projects with a suite of integrated…

Key Features

  • Task Management (78)
    90%
    9.0
  • Gantt Charts (69)
    86%
    8.6
  • Document Management (69)
    74%
    7.4
Atera

Atera offers a solution for MSPs and IT Departments. The platform offers a range of features including remote monitoring and management (RMM), PSA, remote access, patch management, billing, and report. Atera includes IT automation rules, patch management, and a shared script library…

Planview AdaptiveWork

Planview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to…

Kantata Cloud

Kantata Cloud (formerly Mavenlink + Kimble) provides project management and collaboration software for small to mid-sized professional services companies. Features include resource management, project dependencies, time and expense tracking, file sharing, versatile user permissions,…

Datto Autotask PSA

Autotask PSA is designed as a complete IT Business Management Platform for MSPs, now from Datto (resulting from the Autotask merger with Datto in 2017).

Key Features

  • Service-level management (26)
    83%
    8.3
  • Organize and prioritize service tickets (29)
    76%
    7.6
  • Change requests repository (24)
    73%
    7.3
BigTime Software

BigTime IQ is time and expense tracking software from Chicago-based BigTime Software.

Workday Professional Services Automation

Workday offers their cloud-based Professional Services Automation (PSA) platform, meant as an all-encompassing platform but emphasizing centralized data and data projections as well as tools to optimize resource allocation (and hiring), and track revenue along with project portfolio…

OpenAir PSA

NetSuite OpenAir is a cloud-based Professional Service Automation (PSA) product which includes capabilities around project management, resource management, project accounting, etc.

Key Features

  • Task Management (15)
    80%
    8.0
  • Resource Management (15)
    75%
    7.5
  • Timesheet Tracking (14)
    70%
    7.0
Birdview PSA

Easy Projects is a project management tool designed for a wide range of businesses (small to mid-sized and enterprise level). It includes both basic features like creating projects and tasks and filling in the calendar, and also some advanced ones, including an interactive Gantt…

Planview ChangePoint

Planview Changepoint is a platform that marries professional services automation (PSA), project portfolio management (PPM) and business analytics to provide managers broad operational visibility and control over their strategic business portfolios.

FinancialForce PSA

FinancialForce Professional Services Automation software is also a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because…

Key Features

  • Team Collaboration (11)
    90%
    9.0
  • Resource Management (10)
    90%
    9.0
  • Gantt Charts (10)
    90%
    9.0
Upland PSA

Upland PSA formerly (Tenrox) is a modular cloud project management, service delivery and billing solution that is designed to support globally dispersed customers and project workers who are operating in multiple remote locations, currencies, tax jurisdictions and time zones. Tenrox…

Key Features

  • Timesheet Tracking (6)
    80%
    8.0
  • Task Management (5)
    80%
    8.0
  • Budget and Expense Management (5)
    10%
    1.0
Accelo

Accelo is used by professional service businesses to manage their client work. The cloud-based platform manages client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, and resourcing. With an emphasis on time and money, the client…

Key Features

  • Task Management (6)
    92%
    9.2
  • Email integration (6)
    72%
    7.2
  • Scheduling (6)
    67%
    6.7
Unanet

Unanet is project management software offered on-premise or in the cloud. Features include resource planning, skills management, budgeting, forecasting, time tracking, expense reporting, billing, revenue recognition, and project status and performance reporting. The company says…

Key Features

  • Timesheet Tracking (5)
    91%
    9.1
  • Email integration (5)
    82%
    8.2
  • Resource Management (5)
    73%
    7.3
Replicon Polaris PSA

Replicon Polaris PSA is a professional services automation platform containing project management, expense tracking, and billing features, from Replicon headquartered in Redwood City, California.

HaloPSA

HaloPSA is a solution designed for MSP's and service providers. With HaloPSA out-of-the-box functionality, the solution aims to provide businesses a Cloud platform that enables users to modernise customer experience and automate service.An integrated PSA platform, it includes features…

Forecast

Forecast.it is a project portfolio management solution built around features such as resource planning and time tracking, budget estimating, and analytics and reporting, with key third-party integrations.

Scoro

Scoro is a comprehensive work management solution for creative and professional services. It helps to streamline work and eliminate routine tasks to ensure a business runs as smoothly and efficiently as possible – from sales right through to billing. Scoro’s project management tools…

Deltek Maconomy

Deltek Maconomy is a project-based ERP solution focused on professional services firms.

Deltek Vantagepoint

People and projects are the heart and soul of a business. So Deltek created Vantagepoint, which they present as a powerful, intuitive solution that helps users manage projects from start to finish. Deltek Vantagepoint’s 360-degree view of projects puts client, project and financial…

500apps

500apps is a business platform designed to offer value to every department in growing businesses. With its application suite of 50 apps, 500apps enables work in all department categories such as Marketing, Sales, Support, HR, Developers, Collaboration, and Productivity management.…

Learn More About Professional Services Automation Software

What is Professional Services Automation (PSA) Software?

Professional Services Automation (PSA) Software creates a centralized platform to manage client-project engagements through the entire lifecycle, from sales opportunity creation to final invoice collection. PSA Software allows collaborators to plan, manage, and measure project performance and progress. PSA Software automates or streamlines many repetitive manual processes, which increases team productivity by letting members focus on other tasks.

PSA software can provide automated performance, revenue, cost, utilization, and profit reports, which greatly increase project visibility and resource optimization. These various tools make PSA incredibly versatile and lend them to a variety of industries, including consultation, IT, architecture, and marketing. PSA Software tends to be able to seamlessly integrate with accounting, CRM, and payroll systems. Because PSA Software automates administrative work and fosters communication between project members, project quality and customer satisfaction are likely to be increased.

PSA Software is an umbrella term that covers platforms with elements of Customer Relationship Management (CRM) Software, Project Management Software, and Remote Management and Monitoring Software. PSA Software combines these software into a package that is accessible to both service professionals and their clients, making them an ideal all-in-one solution for customer-facing businesses.

Professional Services Automation (PSA) Software Features

PSA Software typically include the following features:

  • Lead and recruitment management
  • Proposal generation
  • Customer profile creation and management
  • Contract management
  • SLA management
  • Project and portfolio management
  • Resource management
  • Scheduling and task assignment features
  • Team communication features
  • Data management
  • Accounting and budgeting
  • Expense reporting
  • Time tracking
  • Revenue tracking
  • Risk and profitability performance tracking
  • Billing and invoicing
  • Cloud-based or on-premises installation

Professional Services Automation (PSA) Software Comparison

When comparing PSA Software products, these are the most common considerations:

End users. While project members will inevitably learn the PSA Software, it may need modules that are approachable to customers, clients, and stakeholders, depending on your industry. NetSuite OpenAir PSA has native mobile apps for iOS, Android, and Windows Phones, which increase accessibility. Deltek Vantagepoint processes foreign currencies and provides multilingual support, making it a great option for globalized service providers.

Customization. The degree to which you can personalize PSA features to meet the needs of your business will be an important factor for many professional service providers. This will help streamline your workflow, ensuring that productivity and project quality are effectively managed. FinancialForce offers a wide degree of personalization, including customized dashboard, reporting, and invoicing features.

Industry. While PSA Software products are designed to be flexible, some vendors offer products tailored to the needs of specific industries. ConnectWise Manage is geared toward software development firms and provide support for real-time data reporting and bug tracking. Alternatively, If you work in an industry that can’t fully use a cloud workspace, Upland PSA and Deltek Vantagepoint have on-premise installation options.

Integration features. How you want to introduce the PSA Software into your workflow is an important consideration. If you’re bringing it on board mid-project and want it to work with other software, there are quite a few options for you. VOGSY is designed to integrate with Google Workspace, making it a good choice for small businesses that rely on these tools. However, if you are looking for an all-in-one platform, Deltek Vantagepoint provides a fully integrated PSA solution.

Pricing Information

PSA Software tends to use subscription-based pricing, with the lowest tiers ranging between $10 and $89 per month. Vendors will create a pricing and feature plan to best suit the needs of your business. Most vendors offer a free trial or demo.

Professional Services Automation Software Best Of Awards

The following Professional Services Automation Software offer award-winning customer relationships, feature sets, and value for price. Learn more about our Summer Best Of Awards methodology here.

Best Of Summer 2022 Awards Winners for the Professional Services Automation Software category. For Best Relationship, first place is Workday Professional Services Automation. For Best Feature Set, first place is Workday Professional Services Automation.

Related Categories

Frequently Asked Questions

What does professional services automation software do?

Professional Services Automation (PSA) Software centralizes the essential functions of client-project management for professional service providers. PSA Software includes automated customer relationship management, project progress tracking, accounting and budgeting features, and billing and invoicing services, among many others.

What are the benefits of using professional services automation (PSA) software?

PSA Software provides a unified platform for team members to collaborate and communicate on client-facing projects. Since PSA handles the day-to-day tasks of project operation, it increases productivity by allowing team members to focus on other tasks.

How much does professional services automation software cost?

PSA Software typically ranges between $10 and $89 per month at the lowest subscription. Vendors offer free trials and demos, as well as customized pricing plans.