Professional Services AutomationProfessional Services Automation Software is a type of project management software for companies that need to plan, track, and invoice client projects. Beyond typical project management features like scheduling, task management, resource management, document management, and team collaboration, PSA tools also include features for generating quotes/estimates, invoicing, project & financial reporting, and otherwise communicating with clients.Workfront1https://media.trustradius.com/product-logos/Xq/ex/S9BCBZNK5NEL-180x180.PNGWrike2https://media.trustradius.com/product-logos/tl/cS/433OUQA2ADIN-180x180.PNGConnectWise Manage3https://media.trustradius.com/product-logos/bw/5c/S8BVNTTIZJUF-180x180.PNGClarizen4https://media.trustradius.com/product-logos/Rp/Zv/EE8IL478GQWG-180x180.PNGMavenlink5https://media.trustradius.com/vendor-logos/kS/4B/HE9EHCBQ6HDT-180x180.PNGOpenAir PSA6https://media.trustradius.com/product-logos/39/PU/ZQ18QI5FOG7C-180x180.PNGChangepoint7https://media.trustradius.com/product-logos/u8/6D/M249H8E40GAC-180x180.JPEGFinancialForce PSA8https://media.trustradius.com/vendor-logos/44/uC/LC944QEMT46M-180x180.JPEGUpland PSA (formerly Tenrox)9https://media.trustradius.com/product-logos/4j/xv/H8OVOZP4C7XK-180x180.PNGJournyx10https://media.trustradius.com/product-logos/1B/zr/3LVRKT5PAMHT-180x180.JPEGBigTime Software11https://media.trustradius.com/product-logos/dF/fs/ACMXPDNPQ7D7-180x180.JPEGAccelo12https://media.trustradius.com/product-logos/ey/CH/CJW3W1ITT0MF-180x180.PNGUnanet13https://media.trustradius.com/product-logos/ZI/zZ/7K2XG7TE4E9I-180x180.JPEGArchiOffice14https://media.trustradius.com/product-logos/gB/bp/CHOTF42L7T23-180x180.JPEGReplicon PSM15https://media.trustradius.com/vendor-logos/Zu/tR/HLVC46TSITQS-180x180.PNGEasy Projects16https://media.trustradius.com/product-logos/p1/MT/VZMQ315HCMKZ-180x180.JPEGScoro17https://media.trustradius.com/product-logos/Om/Hr/TRLH14SA3TP0-180x180.PNGForecast18https://media.trustradius.com/product-logos/iz/ju/SZEZ0HI18P74-180x180.PNGGoodwerp19https://media.trustradius.com/product-logos/PE/vz/VECLSZMLE1JL-180x180.PNGAssistance PSA20https://media.trustradius.com/vendor-logos/98/Xg/TT6AJD87VCB8-180x180.PNGWorkday Professional Services Automation21https://media.trustradius.com/vendor-logos/1b/bv/X2CQRBL6UQ25-180x180.PNGPromys Enterprise PSA22https://media.trustradius.com/vendor-logos/ed/f0/HMPGF4KJ418M-180x180.JPEGVorex PSA23https://media.trustradius.com/product-logos/Wk/4L/UW53LZA3D9D5-180x180.PNGHarmonyPSA24https://media.trustradius.com/vendor-logos/d9/TY/PL78PG9BV0RW-180x180.PNGBrighter PSA (formerly Metis)25https://media.trustradius.com/vendor-logos/Jb/Vn/JHWF9TRQ9M34-180x180.PNG

Professional Services Automation Software

Professional Services Automation (PSA) Software Overview

What is Professional Services Automation Software?

Professional Services Automation Software is a type of project management software for companies that need to plan, track, and invoice client projects.

There is some overlap between PSA software, PPM software, CRM systems, time tracking, expense management, and other finance/accounting applications as PSA vendors aim to provide a complete business management suite (or single "ServOps" platform) for professional services organizations.

Professional Services Automation Software Features & Capabilities

  • Scheduling
  • Task management
  • Resource management
  • Document management
  • Team collaboration
  • Generating quotes/estimates
  • Invoicing
  • Project & financial reporting
  • Client Communication

Professional Services Automation Products

Listings (1-25 of 28)

Workfront

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
485 Ratings

Workfront 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 allocation, automation, and agile workflow.

Wrike

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
318 Ratings

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 failures.

ConnectWise Manage

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
Top Rated
232 Ratings

ConnectWise 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 the hub of the ConnectWise suite.

72 Ratings

Clarizen is a web-based collaborative work management software. Clarizen enables users to connect employees and partners and create documents, reports and specialized workflow automation. Clarizen is designed to work across multiple teams to enable cross-company task, project, and resource managemen…

57 Ratings

Mavenlink 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, private messaging, planning and reporting.

16 Ratings

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 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 PSA works nati…

14 Ratings

Journyx's time and expense tracking software aims to streamline the collection and processing of timesheets – reducing payroll time, growing client billings, and increasing project profitability. The vendor says Journyx helps you collect better time and expense data for better, more informed decisio…

14 Ratings

Accelo promises to let you streamline your business and automate repeatable processes.According to the vendor, Accelo tracks client accounts, projects, timesheets, sales, tickets, retainers, and more for you - so you can spend less time in meetings and dealing with admin work, and more time focusing…

17 Ratings

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 they have 1,000 cust…

3 Ratings

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

7 Ratings

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 chart, an executive …

2 Ratings

Scoro is an end-to-end business management solution for professional and creative services. The vendor’s value proposition is that their solution pushes and pulls information to and from different apps, so that users are in charge of the entire workflow. According to the vendor, key benefits…

7 Ratings

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.

3 Ratings

Goodwerp is an online business management platform geared towards teams and service firms worldwide. The platform covers essential tools to run and manage a small-business. It features: project management, task management, notes, storage, time management, pipeline management, finance, budgeting, and…

Assistance PSA is a performance management solution built specifically as a performance management suite for Microsoft Dynamics CRM. It contains capabilities such as time management, opportunity management, and revenue forecasting.

We don't have enough ratings and reviews to provide an overall score.

Promys Enterprise PSA is software that is designed to help professional services companies grow their business efficiently and profitably. The vendor says that its solution makes it easier to automate best practices and provide visibility across all departments by providing very strong help desk, re…

We don't have enough ratings and reviews to provide an overall score.

Vorex, acquired by Kesaya in February 2016, is professional services automation software, with project management and expense tracking features.

We don't have enough ratings and reviews to provide an overall score.

HarmonyPSA is end to end business automation software for technology businesses. It is accessible from the cloud on any device and supports the entire business lifecycle, from lead generation to contract renewal. Harmony includes a fully-featured CRM, fully integrated and configurable ticketing that…

We don't have enough ratings and reviews to provide an overall score.

Brighter PSA (formerly Metis) is cloud-based software for professional service businesses focused on profitability and growth, with teams of up to 100 people who have realized that spreadsheets and ad-hoc tools just won't do it. Brighter PSA brings together sales pipeline management, job profitabili…