Professional Services Automation Software
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Atera is a platform that enables IT professionals to gain access, visibility, and control over all their networks and devices from anywhere. Users can manage their IT operation from patch management, IT automations, advanced reporting, alerts, helpdesk, ticketing, and it features…
BQE CORE is a business management solution built specifically for professional service firms. BQE CORE is a combination of a billing assistant, project management, and accounting solution. CORE is designed to do the hard work of delivering actionable insights directly to the user'…
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…
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Unit4 PSA Suite (formerly Assistance PSA, acquired with Assistance Software in 2017) 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…
The Asio Platform is ConnectWise's unified management platform launched in late 2021, providing scalability, automation, value-added reporting and insights, and a common user interface. Its open APIs offer extensibility and flexibility, and its business management features include…
evergreen + empower by sa.global (replacing the former LexisOne) is offered as an ERP for small law firm. The former LexisOne was developed by LexisNexis and acquired by sa.global, a Microsoft Dynamics implementation services provider specialist, in 2019.
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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.…
CloudBlue PSA (formerly HarmonyPSA) provides full visibility of projects, customers and profitability in a single pane of glass, along with automation of sales, finance and operational processes. Ingram Micro acquired Harmony Business Systems and HarmonyPSA in April 2021.
Founded in 1984, Tigerpaw developed and offers an end-to-end software professional services automation (PSA) software solution that ties all aspects of the business into a single application. Tigerpaw aims to help users around the world to sell more, service clients better and grow…
Syncro is a combined RMM & PSA solution built specifically for modern MSPs, from SyncroMSP (Servably, Inc) headquartered in Kirkland. Syncro’s unified IT operations platform, automates and simplifies service delivery for MSPs and IT professionals to help them grow their business.…
The empower suite features cloud-based business productivity apps and solutions that are built on the Microsoft Power Platform and Azure Web Services. This suite includes subscription-based, data-driven, business intelligence and analytics products, workflow and automation tools,…
Financial Cents is an accounting practice management software built to help bookkeeping and accounting firms get work done. Financial enables accounting and bookkeeping firms automate data collection processes, handle projects, collaborate with staff members, and manage tasks on…
Nostra helps Professional Services and Software organizations run their businesses more efficiently. The software manages employees and their skills, allocates resources, and tracks the financial aspects of customer engagements. Its modules include: Projects, Employees, Recruiting,…
JIM is a business management system for IT support businesses. It provides a one-stop to manage all customer requirements including leads, prospects, orders, tickets, projects, customer assets, knowledge base and integration with an accounts system. JIM is a software-as-a-service…
Jetpack Workflow is a Cloud-based application that helps accounting professions manage, track, and automate recurring client work, from the company of the same name headquartered in Pittsburgh.
Precursive helps automate services delivery, helping services teams to boost productivity, improve time-to-value and deliver customer outcomes. In modern, high-velocity environments where speed is key, Precursive aims to provide better resource planning and project management all…
UsePixie (or Pixie) is a practice management solution for accounting firms, featuring a CRM, workflow automation, and task management features.
Onne Business app is a productivity tool that helps small and medium business owners automate processes and go digital. It is presented as a simpler and organized way to do business designed to improve efficiency with threaded messages, easy invoicing, events, private chat, and more…
Clevero enables users to: - Run all aspects of a business in one place, from sales through to invoicing, and everything in between. - Organise and manage work to improve client delivery, while also taking care of key administration tasks. - Automate some,…
DoControl is an automated platform that provides data access monitoring, orchestration, and remediation across SaaS applications. By replacing manual work with automation, DoControl reduces the overload of work and complexity that Security/IT teams have to deal with every day.…
Saviom's Professional Services Automation platform is an all-in-one suite built to support the needs of the services crowd. The vendor states that users improve profitability by moving crucial resources from non and low-billable work to high-billable projects, and they will experience…
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…
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Professional Services Automation Software TrustMap
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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.