Professional Services Automation Software
Top Rated Products
(1-3 of 3)
All Products
(1-25 of 142)
Explore recently added 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.
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.