Professional Services Automation (PSA) Software

Professional Services Automation

What is Professional Services Automation Software?

Professional Services Automation Tools (PSAs) are full suite software applications designed to assist professionals such as lawyers, accountants, engineers, and IT consultants with project management, resource management, task management and invoicing among other things.

Common Features

  • Billing
  • Time Management
  • Expense Detail Tracking
  • Reporting
  • Business Process Analysis (BPA)
  • Resource Management
  • Project Management
  • Mobile Access
  • Process Automation
  • Task Management and Workflow
  • Team Collaboration
  • Security
  • Knowledgebase
  • Auditability
  • Email Synchronization & Tracking
  • Retainer Management
  • Quote to Project Conversion
  • Client Portal
  • Agile Project Management
  • Intelligent Insight

Top Professional Services Automation (PSA) Software

2023 Data Quadrant Awards

2024 Emotional Footprint Awards

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Data Quadrant Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards highlight software products that excel in terms of features, vendor capabilities, and customer relationships, earning them the highest overall rankings.

At SoftwareReviews, we take pride in recognizing excellence. Each year, we present the Emotional Footprint Awards to top-performing software products based solely on authentic user reviews, without any paid placements or analyst opinions. These awards shine a spotlight on software vendors who excel in crafting and nurturing strong customer relationships.

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Products: 13
Next Award: Oct 2024

Top Professional Services Automation Software 2024

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Composite Score
8.8 /10
CX Score
9.0 /10

Wrike combines project management with a real-time workspace for collaboration, discussion, and document sharing. It provides online project management software to set up priorities and align your team to work faster and smarter across your organization.

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Pros

  • Respectful
  • Acts with Integrity
  • Security Protects
  • Helps Innovate
Badge Winner
Badge Winner
BigTime Software

BigTime

Composite Score
8.7 /10
CX Score
9.1 /10

BigTime helps professional services businesses operate more effectively to better plan, manage and get paid for client work. Our award-winning Professional Services Automation (PSA) software enables better project, finance, and resource management backed by robust analytics and reporting. Thousands of professional services businesses use BigTime to deliver exceptional results for their customers, ensure teams are able to focus on the work that truly matters, and operate their businesses efficiently. See how BigTime can move your business forward. Visit bigtime.net and book a demo today.

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Pros

  • Continually Improving Product
  • Respectful
  • Friendly Negotiation
  • Inspires Innovation
Badge Winner
Badge Winner
Composite Score
8.7 /10
CX Score
8.9 /10

Avaza is the seamless, productive platform teams use to collaborate on projects, schedule resources, track time, manage expenses & invoice customers.

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Pros

  • Trustworthy
  • Fair
  • Reliable
  • Performance Enhancing
Badge Winner
Badge Winner
Kantata

Kantata

Composite Score
8.4 /10
CX Score
8.8 /10

Kantata takes professional services automation to a new level, giving people-powered businesses the clarity, control, and confidence they need to optimize resource planning and elevate operational performance. Our purpose-built cloud software is helping over 2,000 professional services organizations in more than 100 countries focus and optimize their most important asset: their people. By leveraging the Kantata Industry Cloud for Professional Services™, professionals gain access to the information and tools they need to win more business, ensure the right people are always available at the right time, and delight clients with project delivery and outcomes.

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Pros

  • Respectful
  • Enables Productivity
  • Client Friendly Policies
  • Security Protects
Badge Winner

The SAP for Professional Services solution helps professional services companies deal with the complexity of their business requirements and achieve profitable growth by improving their operational efficiency, business responsiveness, and the customer relationship. SAP for Professional Services covers the entire business process of cross-industry professional services, from lead generation, opportunity management, project management, and project resource planning through to the follow-up processes in engagement management, such as invoice creation and analysis.

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Pros

  • Continually Improving Product
  • Performance Enhancing
  • Inspires Innovation
  • Caring
Composite Score
8.3 /10
CX Score
8.7 /10

Scoro is an all in one business management tool offering end to end management of your clients projects from sales quoting and pipeline, projects planning and finance, task and calendar management that offer real time insight of all aspects of your business with customisable dashboards for KPI and daily management.

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Pros

  • Reliable
  • Respectful
  • Performance Enhancing
  • Acts with Integrity
Badge Winner
Badge Winner
Accelo

Accelo

Composite Score
8.3 /10
CX Score
8.5 /10

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update.

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Pros

  • Reliable
  • Enables Productivity
  • Effective Service
  • Fair
Badge Winner
Badge Winner
Composite Score
7.5 /10
CX Score
7.6 /10

Manage your resources, projects, and financials in the same application as your customer interactions with Professional Services Cloud from Certinia.

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Pros

  • Respectful
  • Reliable
  • Security Protects
  • Performance Enhancing

Cons

  • Under Delivered
Composite Score
7.5 /10
CX Score
7.5 /10

Best practices in project management require two essential elements: collaboration and coordination. ConnectWise gives you both, ensuring a smooth-running project from beginning to end. Whatever you can imagine from a project management tool, you can do with ConnectWise and its integrated project management capabilities and system-generated templates.

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Pros

  • Reliable
  • Respectful
  • Efficient Service
  • Fair

Cons

  • Slower Product Innovation
  • Leverages Incumbent Status
  • Under Delivered
Forecast

Forecast

Composite Score
7.1 /10
CX Score
7.0 /10

Forecast is all you need to plan, run, and track projects from start to finish in one intelligent automation platform.

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Pros

  • Respectful
  • Helps Innovate
  • Enables Productivity
  • Caring