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/PO/x8/RU6QA2GKDQ0U-180x180.PNGUnanet12https://media.trustradius.com/product-logos/UD/eQ/3JJGB9D20JC9-180x180.PNGAccelo13https://media.trustradius.com/product-logos/ey/CH/CJW3W1ITT0MF-180x180.PNGArchiOffice14https://media.trustradius.com/product-logos/gB/bp/CHOTF42L7T23-180x180.JPEGAtera15https://media.trustradius.com/vendor-logos/FQ/TK/TITIQ0GQ7FNU-180x180.JPEGReplicon PSM16https://media.trustradius.com/vendor-logos/Zu/tR/HLVC46TSITQS-180x180.PNGEasy Projects17https://media.trustradius.com/product-logos/p1/MT/VZMQ315HCMKZ-180x180.JPEGForecast18https://media.trustradius.com/product-logos/iz/ju/SZEZ0HI18P74-180x180.PNGScoro19https://media.trustradius.com/product-logos/r0/UP/KPBS4Z0ISTRQ-180x180.PNGGoodwerp20https://media.trustradius.com/product-logos/PE/vz/VECLSZMLE1JL-180x180.PNGWorkday Professional Services Automation21https://media.trustradius.com/vendor-logos/1b/bv/X2CQRBL6UQ25-180x180.PNGAssistance PSA22https://media.trustradius.com/vendor-logos/98/Xg/TT6AJD87VCB8-180x180.PNGPromys Enterprise PSA23https://media.trustradius.com/vendor-logos/ed/f0/HMPGF4KJ418M-180x180.JPEGVorex PSA24https://media.trustradius.com/product-logos/Wk/4L/UW53LZA3D9D5-180x180.PNGHarmonyPSA25https://media.trustradius.com/vendor-logos/d9/TY/PL78PG9BV0RW-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 29)

Workfront

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488 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

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Top Rated
338 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

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Top Rated
234 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…

59 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.

37 Ratings

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

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…

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 automates projec…

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…

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…

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…

7 Ratings

Atera headquartered in New York provides an all-in-one cloud business management platform for MSPs, providing a complete RMM and real-time monitoring solution with PSA features (e.g. timesheet, contracts and billing, helpdesk and issue tracking, etc.).

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 …

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.

2 Ratings

Scoro is presented by the vendor as a comprehensive business 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 m…

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…

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 health indicator…

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…