PSA Software

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Showing 1 - 20 of 305 products
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Showing 1 - 20 of 305 products

NetSuite SRP

Netsuite SRP offers integrated project management, accounting, time & expense tracking, billing and CRM applications to project-based companies. ...Read more

3.83 (12 reviews)

9 recommendations

Scoro

Scoro is a cloud-based professional services solution for small to midsize companies in advertising, consulting, IT and other industries. The solution provides a control hub that displays pending tasks, account information, key pe...Read more

4.63 (173 reviews)

3 recommendations

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

4.60 (2639 reviews)

5 recommendations

Bitrix24

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions, ...Read more

Conrep

Conrep Applicant Tracking System is a cloud-based solution that provides tools to manage time-to-hire, automates staffing process and supports recruiting teams. It is suitable for all industries and businesses of all sizes. Key fe...Read more

4.48 (40 reviews)

Timely

Timely is a project management software, which helps businesses of all sizes allot and schedule tasks to team members and track deliverables to visualize projects. It allows administrators to balance resources across various clien...Read more

Atera

Atera is a cloud-based end-to-end IT management software solution geared to small to midsize businesses in the IT sector. It includes functionality for time tracking, expense tracking, billing and invoicing, help desk and knowledg...Read more

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Metatask

Metatask simply organizes and manages internal projects to enhance the business workflow. It helps define daily business tasks in a sorted way through to-do lists, instead of complex BPMN diagram and flowcharts. It helps managers,...Read more

4.76 (25 reviews)

PSOhub

From automatically creating the first lead & accounts to sending out the invoice and keeping track of your payments. This process is completely automated by PSOhub. All-in-One Project Management After integrating your favorite C...Read more

4.80 (10 reviews)

Asana

Asana helps teams orchestrate their work—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different department...Read more

Software pricing tips

Read our Professional Services Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Microsoft Dynamics GP

Microsoft Dynamics GP is a financial accounting system designed to meet the requirements of small to midsize businesses. Microsoft Dynamics GP was originally developed by North Dakota-based Great Plains Software and was acquired b...Read more

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PROMYS

Promys provides CRM, help desk and PSA business software solutions to VARs, resellers and solution providers in the information technology, managed service provider, audio-visual and physical security markets. Promys provides soft...Read more

4.70 (28 reviews)

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FinancialForce PSA

FinancialForce Professional Services Automation (PSA) is an industry-leading business management tool that leverages cloud technology and advanced functionality to help companies gain a competitive advantage....Read more

4.21 (52 reviews)

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Vorex

Great for smaller companies, consulting, and architectural firms, Vorex delivers robust features to help manage and track projects, billing, and invoicing. Since it's a cloud-based system, users can access it around the clock. ...Read more

3.76 (17 reviews)

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time@work

Created by The LLP Group, time@work provides the tools that businesses need to accurately monitor and track time and expenses on different types of projects with a versatile platform available both on-premise as well as web-based....Read more

5.00 (1 reviews)

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iBE.net

Offering a full suite of Professional Services applications, iBE.net is a great fit for mid-sized IT and business consulting firms. Users will find it easy to be productive, even on the go, with iBE.net's native iOS app. ...Read more

4.19 (13 reviews)

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Mavenlink

The Mavenlink Industry Cloud for Professional Services™ is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources ...Read more

4.19 (566 reviews)

12 recommendations

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Emburse Abacus

Abacus is a cloud-based T&E solution that offers midsize teams a highly efficient way to track and control expenses, reimburse employees, and book travel. Employees use a mobile app to submit expenses right when they happen. ...Read more

4.38 (57 reviews)

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Alert

Alert Software is an extensive, web-based platform that is fully integrated with Microsoft Dynamics GP. This is a good fit for companies looking to streamline their service projects lifecycle....Read more

0.00 (1 reviews)

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Planview Daptiv

Changepoint PPM is a time and expense management solution designed to help project management office (PMO) leaders, resource managers and executive stakeholders manage hybrid or strategic portfolios, resources and project costs. A...Read more

4.53 (74 reviews)

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Popular Professional Services Comparisons

Buyers Guide

Last Updated: March 13, 2022

Professional Services Automation (PSA) software gives professional services organizations real-time access to critical information throughout their entire services project life cycle. PSA software improves operational effectiveness, employee value and management visibility.

Currently, there are hundreds of PSA software solutions on the market. In order to help you navigate this complex market, we’ve written this buyer's guide to support professional services organizations across a range of industries as they assess their options.

Here’s what we’ll cover:

What Is PSA Software?
Common Features of PSA Software
Market Trends to Understand
Benefits and Potential Issues

What Is PSA Software?

PSA software is designed for service-oriented organizations needing to automate their processes and streamline their operations, including administration, service delivery and new business generation. PSA software is basically enterprise resource planning (ERP) software for a professional services firm. However, it’s focused primarily on the management of services delivered through human resources, rather than tangible assets.

With fully integrated professional services software, firms can improve intangibles that are more difficult to quantify, such as employee turnover, vendor efficiency and customer satisfaction. PSA software typically includes capabilities for project management, resource management, timesheet management and financial accounting.

Key industries benefiting from PSA software include: accountancy, advertising, architecture, audit, computer software services, construction, engineering, management consultancy, software/IT, aerospace and defense, telecommunications and marketing services.

Common Features of PSA Software

Project management Supports managers as they create and track schedules, budget for costs and collaborate with employees and clients. Functions include scheduling projects and employees, implementing budget and project cost tools and managing project tasks. Example products are Microsoft Dynamics GP, Netsuite OpenAir and Deltek Vision.
Project accounting Tracks revenues and expenses by client and project while simultaneously maintaining a close watch on profitability. A few key functions include billing as well as measuring accounts payable and receivable. Examples of products that provide this are Intacct Project Accounting, Sage Accpac and Microsoft Dnyamics SL for Professional Services.
Time & expense tracking Monitors employee work time and expenses. Functions of this application include detailing each professional’s availability, utilization and billing status as well as providing Web-based time sheets that can be accessed from anywhere in the world. Examples of products that provide this application are Microsoft Dynamics NAV, SAP Business ByDesign and Sage Peachtree Quantum.
Billing & invoicing Streamlines and automates the expense management and reimbursement cycle, helping businesses create prompt and accurate invoices. Functions include financial reporting and submission processing. Examples of this product are Lawson S3 Financial Management, BillQuick and Sage Peachtree Accounting.
Help desk Improves service support for customers that have urgent queries needing attention. Functions of a help desk involve managing and tracking inquiries to create prompt responses as well as the option to compile a FAQ section so clients can instantly find answers. Example products are SAP for Professional Services, Epicor Professional Services and Microsoft Dynamics SL for Professional Services.
Knowledge & document management Maintains information shared across company networks to ensure that knowledge isn’t lost with changes in time, location or personnel. Functions involve collecting different document types, creating a centralized information repository and making this knowledge accessible for future development. Some example products include Epicor Professional Services, Deltek Vision and SAP for Professional Services.
Resource management Gives companies the tools to track human resources and schedule individuals to projects that best meet their knowledge and skills. Functions include helping managers streamline human resource allocation with customizable databases and providing detailed profiles of professionals that show their project availability and qualifications. A few examples of products with this application are BillQuick, Microsoft Dynamics AX and Lawson S3 Financial Management.
Procurement & inventory Ensures that supplies are acquired in compliance with regulations, are readily available and have been safeguarded against loss. Functions include identifying the best products at the best price and automating the process of managing vendors, commodities and contracts. Example products are SAP Business ByDesign, Sage Accpac and Microsoft Dynamics GP.
Sales & account management Enables companies to provide high-quality service by tracking past transactions and customer information. Some functions include storing and organizing customer information, analyzing buying trends, generating leads and personalizing marketing. Example vendors are Netsuite OpenAir, Sage Peachtree Quantum and Microsoft Dynamics NAV.

Market Trends to Understand

As you evaluate PSA software comparisons, a number of trends should be considered. The viability of software vendors will depend on how they address the following trends:

Cloud computing. The proliferation of service firms in the U.S. and around the world is making a huge impact on the way they invest in technology. Since the majority of these firms have fewer than 100 employees, they are savvy shoppers seeking cost-effective, nimble solutions. Gone are the days of service firms investing heavily in on-premise equipment. Since every dollar counts, these firms are seeking remote cloud-based professional services solutions to remove the IT burden from their organization.

Interest-based resource utilization. A benefit that is more difficult to quantify, yet critical to improving profit margins is employee turnover costs. Smart service firms are seeking software solutions that give them the ability to consider employees’ interests when assigning them to projects to ensure motivation. This way, they can match their best performers with the projects those employees most want to take on.

Customer collaboration. Successful service firms have discovered the benefits of working collaboratively with their customers through the use of PSA software. Giving customers direct access to data like vendor schedules, so they can see project timeliness, or invoices, so they can approve and review billable invoices remotely via the cloud, increases customer retention. Technology has evolved to the point where permission and security is instantaneous, giving customers, vendors and stakeholders immediate access to project information.

Integrated accounting and project management. Today, firms realize using disparate systems for accounting and project management can waste time and lead to errors. Unifying both can eliminate uninformed decisions and improve data cleanliness. A single solution allows management to see where each project sits in real-time, which greatly impacts an organization’s ability to respond appropriately.

Benefits and Potential Issues

PSA software helps firms achieve immediate results by quickly improving, automating and streamlining processes that will ultimately help them, including:

  • Improving project and resource management, invoicing accuracy, time tracking and revenue recognition;
  • Improving overall performance and profitability with real-time, actionable insight;
  • Reducing errors and time spent on administrative functions and,
  • Enhancing customer relationships and retention with a higher level of collaboration.

Unfortunately, some firms fail to achieve these benefits, typically as a result of:

  • Introducing new project management may require substantial changes within the organization like business process re-engineering or the undoing of comfortable, yet inefficient workarounds;
  • Re-training staff reluctant to change from their existing software environment and,
  • Lack of buy-in from senior management, if they do not appreciate the benefits of a more complete solution.