The Best Professional Services Automation Software of 2021

Our professional services automation software reviews are the result of over 40 hours of research on 40+ professional services automation software companies from across the web. These reviews and our professional services automation software guide help small businesses and startups find the best professional services automation software for their business.

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How We Chose the Best Professional Services Automation Software

Personal services automation software, also known as PSA, serves all types of businesses, from individual to enterprise. That means the tools will vary and must match your core objectives to benefit your business. Because choosing the right PSA is a delicate, complex process, there are many factors to consider. To help with this, we looked at three key criteria as the basis for our methodology, which are built-in customer relationship management (CRM) tools, project management features, and integrations.

Built-In CRM

With the number of potential clients and leads wandering through your sales funnel, a built-in CRM would be a vital tool. Managing customer relationships from the lead stage to client invoicing requires tracking all of your interactions and automating some of the more mundane stops on the path. When you have all of your client information in a centralized location, it’s easier to stay on target and keep that funnel active.

Project Management Features

All it takes is a few missed issues to throw your project off track. Whether it’s invoicing inaccuracies or trouble with timekeeping, good professional services automation platforms help you keep an eye on your project in a way that allows you to see all aspects of it. With this perspective, you can measure its progress and performance properly. Charting progress and being able to keep the client and team in the loop about potential issues and opportunities builds on that relationship and puts your business on track for future growth.

Integrations

Something as simple as moving that document from your email into the project repository relies on built-in connections between your email service and the PSA. Having access to all of your tools is one of the best ways to streamline tasks and improve productivity. Any good professional services automation software has to be able to properly connect to those other pieces of your business so that you’re not splitting your time and diluting your potential.

The 15 Best Professional Services Automation Software Programs of 2021

CompanyPriceFree Trial/DemoMore
AcceloProject: $39/users/month
Sales: $39/users/month
Retainers: $39/users/month
Service: $39/users/month
All-in-One ServOps: $79/users/month
Free 14-day trialVisit Accelo
BigTimeExpress: $10/month/user
Pro: $30/month/user
Premier: $40/month/user
Free trialVisit BigTime
ChangepointCustom quoteFree demoVisit Changepoint
Clarizen OneCustom quoteFree 30-day trialVisit Clarizen One
ConnectWise ManageCustom quoteFree trialVisit ConnectWise Manage
Deltek for Professional ServicesCustom quoteFree demoVisit Deltek Vantagepoint
Easy ProjectsEasy Projects Team: $24/month/user
Easy Projects Enterprise: Custom quote
Free trialVisit Easy Projects
FinancialForce PSACustom quoteFree demoVisit FinancialForce PSA
Kimble PSACustom quoteFree demoVisit Kimble PSA
MavenlinkCustom quoteFree trialVisit Mavenlink
NetSuite SRPCustom quoteFree demoVisit NetSuite SRP
Projector PSATeam: $15/user/month
Professional: $25/user/month
Enterprise: $30/user/month
Free demoVisit Projector PSA
ScoroEssential: $28/user/month
Work Hub: $42/user/month
Sales Hub: $42/user/month
Ultimate: Custom quote
Free 14-day trialVisit Scoro
Tigerpaw SoftwareStarts at $85/month/user + $199 startup fee/userFree demoVisit Tigerpaw Software
WrikeFree: Up to 5 users
Professional: $9.80/month/user (5-15 users)
Business: $24.80/month/user (5-200 users)
Enterprise: Custom quote
Free 14-day trialVisit Wrike

Accelo

Accelo
Accelo is a cloud-based project management software that claims to create a complete work system for managing clients. It’s an integrated service operations solution that helps businesses automate their tasks through relationship management while improving efficiency and productivity. Its features include:

  • Drag-and-drop Gantt charts and task boards for better planning and tracking
  • Invoice automation and automatic time tracking for less tedious paperwork
  • Ability to forecast team scheduling and billing needs
  • Customer services management tool with automated messages and client portal
  • Scheduling team workload and accessing client notes and documents in one place

Accelo integrates with several popular applications including QuickBooks, Zapier, and Slack. While it is an all-in-one solution, businesses can go a la carte by choosing specific components that best fit their needs.

This platform offers a live demo and a free demo. After that, it’s a monthly cost of $39 per user for at least three users for individual modules. For those who want to use the all-in-one service to manage all operations, it’s $79 per month with the same three-user minimum.

PriceFree Trial/DemoFeatures
Project: $39/users/month
Sales: $39/users/month
Retainers: $39/users/month
Service: $39/users/month
All-in-One ServOps: $79/users/month
Free 14-day trial>Drag-and-drop charts and tracking
>Team scheduling and billing
>Project documents in one place
>More features at Accelo

Pros & Cons of Accelo Professional Services Automation Software
As a comprehensive solution, Accelo provides end-to-end project management. It’s feature-rich with the ability to drag-and-drop items with the help of a user-friendly interface. With this in place, businesses save time and ensure better communication. The beauty of this software is that the more data it has, the more it can do and show but, for some, this can make it too sophisticated. That’s probably why smaller businesses with more basic needs may not find Accelo a good fit.

ProsCons
>Drag-and-drop user-friendly interface
>End-to-end project management
>Built for smaller businesses that have more basic needs

What Customers Are Saying
Customers like how easy Accelo is to use and its ability to integrate with applications that make syncing easier. They also think it’s great for tracking productive time, with one user stating, “It merely gives owners or management a more unobstructed view on where any issues are.” For some, it automates the more boring tasks and frees staff up for more productive movements, including managing leads and creating prospects. Its reporting capabilities make Accelo a good PSA partner, according to one executive who states, “It works well in many areas to give us organizational insights that we did not have historically.”

BigTime

bigtime-net
If you’re looking for a platform to track your time, billing, and expenses, BigTime may be an option. It’s an all-in-one PSA, and some of its features include:

  • Customizable timesheets with automatic time entry rounding
  • Setting unlimited flexible billing rates for staff, projects, and tasks
  • Streamlined workflows mean managers can correct and approve timesheets automatically
  • Reducing billing errors and having better control over spending

BigTime integrates with QuickBooks, Sage Intacct, and Intuit Lacerte to ensure consistency and timely invoicing and payments. With these integrations, managing tax returns becomes a little easier. It works with Salesforce, Zapier, Slack, and Google Apps for increased communication, collaboration, and productivity among team members.

For a minimum of five users, firms can start with the Express plan at $10 per month, Pro for $10 per month, and Premier for $40 per month. All are billed annually. They offer an assessment to help businesses figure out which tier is right for them.

PriceFree Trial/DemoFeatures
Express: $10/month/user
Pro: $30/month/user
Premier: $40/month/user
Free trial>Customized timesheets for better time entry
>Flexible billing rates at different levels
>Streamlined approval process
>More features at BigTime

Pros & Cons of BigTime Professional Services Automation Software
BigTime is easy to customize and provides accurate billing at various levels, reducing the chances of errors. The fact that workflows are streamlined makes the approval process much quicker. While it is a great product for small and medium-sized enterprises (SMEs), the price may be a sticky point for some. Additionally, the reporting templates may seem too limited to those who need something a bit more robust.

ProsCons
>Easy billing customization
>Streamlined workflows
>Price may be high for small businesses
>Limited reporting templates

What Customers Are Saying
Businesses like how it allows them to track and communicate with stakeholders anywhere. They appreciate how easy it is to learn and the flexibility it affords managers when it comes to billing. One specialist notes, “It’s easy to break down time by employee, department, project, task, etc., which is great for project management purposes.” The integrations with taxation software applications are also a big attraction when it comes to reporting and automation. One executive loves how easy it is to bill in increments, stating, “Time entered by our employees goes directly into the system and is ready to be picked up by an invoice. Very easy to understand.”

Changepoint

Changepoint
Changepoint combines professional services automation, project management, and analytics to create an ecosystem that controls business portfolios across various industries. Its features include:

  • Tracking and budgeting time and cost across projects
  • Resource and budget optimization
  • Aligning portfolio strategy and prioritizing projects
  • Opportunity forecasting

Instead of building a professional software automation solution on a CRM, Changepoint integrates with marketplace CRM and enterprise resource planning (ERP) tools. This contributes to better resource deployment and delivery optimization. It also uses IBM’s Watson artificial intelligence (AI) to power its analytics and visualizations. Interested companies can take a product tour or request a demo, but information about the pricing tier is not provided on the site.

PriceFree Trial/DemoFeatures
Custom quoteFree demo>Budget and time tracking across projects
>Resource and budget optimization
>Opportunity forecasting
>More features at Changepoint

Pros & Cons of Changepoint Professional Services Automation Software
Changepoint is good at reporting on resources and expenses, making it an efficient workflow tool. This reduces time entry errors and speeds up the invoice approval process. The fact that it works atop the company’s existing CRM or ERP makes it faster and more accurate. However, pricing information is not forthcoming. This usually means it’s got a hefty price tag, making it more likely to be used for larger enterprises.

ProsCons
>Good reporting and visualization tools
>Builds on existing CRM/ERP framework
>Potential cost makes it more suitable for larger businesses

What Customers Are Saying
Customers are drawn to Changepoint’s reporting, which can be customized for different organizational tiers. They also like the security access features and the many areas in which the software can be utilized. One project manager states, “The breakdown of project tasks and details is easy to navigate.” They also like how good it is at housing project documents in one place, with one manager saying, “If someone was looking for a better way to track a project and house all the information in one place Changepoint would be a good fit.”

Clarizen One

Clarizen
Clarizen One is a project management software that integrates with Clarizen Go to connect teams and improve communications. Its features include:

  • Configurable interface with dynamic rule sets
  • Centralized approval process and document management with key stakeholders
  • Data-driven resource and financial management for more informed business decisions
  • Simplified time and expense tracking
  • Automated business processes alerts and workflows

Clarizen’s reporting has a built-in wizard that helps you to produce branded presentations, and with real-time updates, it’s easy to create shareable widgets. The software extends its power through integration with popular applications and platforms, such as Slack, Amazon Web Services (AWS), and Jira.

There is a 30-day free trial of Clarizen Go, but the pricing isn’t provided on the site.

PriceFree Trial/DemoFeatures
Custom quoteFree 30-day trial>Configurable interface
>Simplified time and expense tracking
>Centralized document management
>More features at Clarizen One

Pros & Cons of Clarizen One Professional Services Automation Software
The interface is easy-to-use, so it’s less intimidating to new users. Its real-time updates are quickly seen by the team so that they can more easily see the changes within the project’s critical path and respond accordingly. Because it’s pricing isn’t listed online, you’ll need to talk to the sales team to get a sense of the software’s cost.

ProsCons
>Intuitive and less intimidating to new users
>Real-time project update visibility
>Pricing isn’t listed online

What Customers Are Saying
Customers are happy that the software is easy to use and learn, and they find the forecasting ability useful in allocating assistance when needed. One project lead states, “Overall, this works well and is the best solution for our organization so far.” Users also like the increase in functionality the software has over standard applications. According to one user, “It has easily available inbuilt syntax, which helps the user to create the logic by its own to meet their desired need.”

ConnectWise Manage

ConnectWise
ConnectWise Manage is an all-in-one professional services automation solution that manages all the vital functions of your company in one place. It wants to help businesses improve their communication and business insight. Its features include:

  • Productive help desk automation and workflows
  • Easy management and monitoring with cloud billing
  • Help with lead generation and management
  • Optimized purchasing and time tracking
  • Data-driven reporting and insight

For any updates to the project, stakeholders are CC’d automatically, and your communication can be customized to include your brand logo. When you’re on-the-go, you can submit all of your information easily through the mobile app. As far as integration, Connectwise has a marketplace filled with free and paid connectors, including QuickBooks and CW Dash, which is an out-of-the-box dashboard creator.

Users can get a free trial, but prices for each tier are not provided on the site.

PriceFree Trial/DemoFeatures
Custom quoteFree trial>Easily manage cloud billing
>Lead generation and management
>Data-driven reporting
>More features at ConnectWise Manage

Pros & Cons of ConnectWise Manage Professional Services Automation Software
For many companies, ConnectWise Manage is their application for dealing with leads and projects. They can customize it for tracking certain tickets and managing workflows. It is great for companies that can take full advantage of what it has to offer, but those who don’t may find it a bit much for them. The marketplace is handy for those who need to extend the software’s functionality, but it looks a bit limited when trying to get the more popular integrations customers may want.

ProsCons
>Handles leads and projects well
>Has a marketplace for useful connectors
>Some companies may find it overwhelming
>Integrations may be limited

What Customers Are Saying
Those who rate ConnectWise Manage highly use it as a CRM to keep an eye on key performance opportunities as well as projects and time. They like how comprehensive it is, and it “makes things easier by pulling it all together.” Customers who use it to manage inventory like how the software helps with automation and how easy it is to use. One analyst says, “Member time tracking and management is one of the best points of the tool.”

Deltek for Professional Services

Deltek
Deltek Vantagepoint is a project management solution that promises to improve your business’ efficiency, productivity, and profitability. It’s built specifically for professional services firms that want a more centralized approach to handling projects. Vantagepoint has two different software lines: One for architecture and engineering firms and the other for consulting firms. Some features include:

  • Streamlined accounting for better cash flow management
  • Managing growth opportunities and profitability
  • Better resource allocation and budgeting from start to finish
  • Feature-rich analyses and dashboards
  • Open application programming interface (API) integration with Salesforce, QuickBooks, and other software solutions

Deltek’s technology platform creates a more secure environment for deploying third-party integration out-of-the-box. It also helps businesses with multiple ways to get on mobile in a way that’s easy and accessible to their customers.

There is a free demo offered, and the pricing is not provided on the site.

PriceFree Trial/DemoFeatures
Custom quoteFree demo>Accounting is streamlined for better cash flow
>User can see and manage growth opportunities
>End-to-end resource allocation and budgeting
>More features at Deltek Vantagepoint

Pros & Cons of Deltek for Professional Services Automation Software
This is a powerful product that’s seen as an upgrade from Deltek Vision. It has many cross-platform functionality, so it feels more centralized. The dashboards and report are visually rich but, because it’s got a lot of different features, some users may need some extra training to get a better handle of some of the functionalities that they aren’t used to. Also, there’s no free trial for testing it out.

ProsCons
>Feature-rich reporting and dashboards
>Centralized with cross-platform functionality
>Some features may require extra training to use
>No free trial

What Customers Are Saying
Customers like how much insight they get into projects and how powerful the tool is for planning and management. Because it’s centralized, the software feels more integrated. One user says, “This is a tool that synthesizes a lot of information in one place.” The reporting seems to be a key feature that gets the attention of many users, with one architectural user indicating, “Love that I can create better dashboards.”

Easy Projects

Easy-Projects
Easy Projects is a project management solution for medium and larger enterprises. It claims to be a flexible platform that offers a mix of different planning tools, reports, and best-in-class security. Its features include:

  • Analyzing project performance and profitability
  • Detailed reporting to analyze project risks
  • Identifying and opening up project bottlenecks for improved productivity
  • Ready-made templates for handling repetitive tasks
  • Importing to and exporting from Microsoft Project

Tools, such as Gantt charts, resource load simulations, and Kanban boards, keep the projects moving forward. Managers can set up dependencies and help task owners to understand what they need to do so that they increase productivity and drive faster results.

There is a free trial. For the professional services tier, the cost is $24 per user per month but, for the higher levels, no pricing information is provided.

PriceFree Trial/DemoFeatures
Easy Projects Team: $24/month/user
Enterprise: Custom quote
Professional Services Team: Custom quote
Free trial>Project performance analysis
>Identify and fix bottleneck beforehand
>Import/export MS Project
>More features at Easy Projects

Pros & Cons of Easy Projects Professional Services Automation Software
Easy Projects is good to be able to have a repository for each set of project-related documents, and the auto-notification feature keeps the project moving forward. One issue is that it is a very hefty program and may take a while for users to get the hang of it once deployed.

ProsCons
>Document repository management
>Automatic notification is helpful
>Bit of a learning curve

What Customers Are Saying
Customers like Easy Projects’ customization features, which helps them to see project progress. The fact that views can be tailored makes one customer “love that each of our team can have a different view, so that way they see only what is important to them.” Users also like how simple certain tasks, like budgeting and task assignments, are. One user confesses, “It helps me get my projects across the finish line in time.”

FinancialForce PSA

FinancialForce
FinancialForce PSA is a personal services automation tool that integrates resource management, financials, customers, and projects in one place. It’s an integrated services application that works alongside the Salesforce platform to provide a more complete view of the customer. Some features include:

  • Contextual analytics and up-to-date reporting
  • Financial transparency and forecasting with detailed scheduling
  • Workflow flexibility with automatic billing approval
  • Easy hand off and simple time card submission

FinancialForce aims to help businesses reduce project delays and cash flow issues so that they build up their profit margins.

Open standards-based APIs ensure that you can pursue your development goals by expanding software functionality. Some of the integrations available with FinancialForce include DocuSign, Jira, and Scribe.

There is a free demo available, but the price for this PSA is not provided on the site. However, there is research to suggest that businesses pay at least $9,000 annually, depending on the licenses, modules, number of users, and discounts available.

PriceFree Trial/DemoFeatures
Custom quoteFree demo>Workflow flexibility
>Contextual analytics and updated reporting
>Financial forecasting
>More features at FinancialForce PSA

Pros & Cons of FinancialForce PSA Professional Services Automation Software
Because they belong to the same family, FinancialForce works well with Salesforce’s front end, making it smooth and efficient. It is a feature-rich software, and that’s one of the reasons why it can be a confusing interface. One drawback is that pricing isn’t listed online. You’ll have to do a sales demo to get a sense of how well the software fits into your budget.

ProsCons
>Integrates easily with Salesforce
>Strong reporting with great visualizations
>Captures any piece of data for analysis
>Pricing isn’t listed online
>No free trial

What Customers Are Saying
Users like how FinancialForce can capture any kind of information and provides the tools to help companies to break it down and visualize it accurately. One consultant states that it “makes managing resources in a large organization much easier.” Users also like how it’s good at organizing expense data and how easy it is to combine it with Salesforce to provide more information. One executive says, “The application is extremely robust, and this gives companies room to grow as they scale their business.”

Kimble PSA

kimble
Kimble PSA is a fully native Salesforce platform application. It connects a seamless CRM with intelligent services automation to help businesses be more proactive about pinpointing the factors that will affect their revenue. Project managers can get the insight to drive their behaviors and keep their projects going to plan. Some features include:

  • Color-coded interface for seeing opportunities, resource supply, and resource demand
  • Intelligent resource management optimizes resource plan earlier for better utilization
  • Capabilities and skills matching to fit a potential resource to an assignment
  • Project management tools to keep those resources aligned to tasks and the bottom line
  • A mobile app that allows consultants to enter time and expenses on-the-go even when they’re offline
  • Real-time dashboard updates that keep margins and tasks within budget and scope

This software takes managers throughout the project management life cycle, from proposal to invoicing. Kimble is listed on the Salesforce marketplace and can connect with third-party applications such as Microsoft Outlook, Excel, and Project as well as Sage and Jira. A demo is available, but pricing is not listed on the site. However, on the Salesforce AppExchange, KimblePSA’s starting price is $35 per user, per month, and uses a pay-as-you-grow. Nonprofits who wish to use the software can discuss discounts.

PriceFree Trial/DemoFeatures
Custom quoteFree demo>Project management tools for better resource alignment
>Real-time dashboard updates
>Application-specific connectors
>More features at Kimble PSA

Pros & Cons of Kimble PSA Professional Services Automation Software
Kimble PSAs templates help professionals sell and deliver their services and, because it’s built on Salesforce, it works well with that family of products and some of their integrations. Kimble is designed to help businesses look forward and plan product delivery. It integrates well with other specific programs and has some generic connectors that you can use.

ProsCons
>Forward-looking program for better planning
>Great third-party integration capabilities
>No free trial
>Pricing isn’t listed online

What Customers Are Saying
Customers like how powerful the Kimble PSA is, especially in how it helps them toward growth. One executive notes, “As a small services company, it forced us to really step up our game.” It helps them to see how their business is doing and keeps them accountable for making the necessary changes. The features and reporting help teams to be more accurate in their contract work. As one business manager puts it, “This software is the ideal bridge between resource planning and management accounting on a day-to-day basis.”

Mavenlink

Mavenlink
Mavenlink is an all-in-one professional services automation platform that includes project and resource management, financials, and business intelligence. Its features include:

  • Up-to-the-minute monitoring of resources and budgets
  • Forecasting worker needs by skills and capacity to meet goals
  • Built-in reports answer questions about resource utilization and margins
  • Facilitating team collaboration and keep a repository of associated documents in one place

Mavenlink integrates with solutions like Xero for accurate time tracking and Sage Intacct for project financials.

PriceFree Trial/DemoFeatures
Custom quoteFree trial>Collaboration and document management
>Planning for future needs and resources
>Plan for worker needs based on skills and capacity
>More features at Mavenlink

Pros & Cons of Mavenlink Professional Services Automation Software
The reporting functionality gives staff visual confirmation on the health of the project or program. With this information, they can adjust their performance for better results. Even though it’s got all of those robust features, it’s not as user-friendly as it can be, which can make some frustrated. Because its pricing isn’t listed online, you’ll need to do a sales demo to learn the software’s cost.

ProsCons
>Strong reporting functionality
>Gives businesses a clear view of what is and isn’t working
>Pricing isn’t listed online
>No free trial

What Customers Are Saying
Customers who give Mavenlink top marks love how robust it is and how it gives them the kind of visibility that enables them to make changes. One manager notes the software is so useful that “not only have we improved our business practices but our PMO [project management office] has gained valuable insight into important aspects of the business that were previously siloed.” Others like how it can be customized for staff and management, and the “powerful reporting engine that allows us to slice and dice our data with custom reporting.”

NetSuite SRP

NetSuite
As an Oracle product, NetSuite is a global services resource planning solution that integrates CRM, PSA, and accounting tools. Its features include:

  • Support for complex project billing and accounting
  • Timesheets are directly connected to project management and billing
  • Identifying and resolving project issues through project collaboration
  • Quote-to-order-to-cash improves cash flow, sales, and customer satisfaction
  • At-a-glance project monitoring dashboards for better insight
  • 360-degree view of the customer life cycle for better order management
PriceFree Trial/DemoFeatures
Custom quoteFree demo>Complex billing and accounting
>Quote-to-order-to-cash improves cash flow
>Project monitoring dashboards
>Integrates with Zapier
>More features at NetSuite SRP

Pros & Cons of NetSuite SRP Professional Services Automation Software
Invoicing and revenue management are powerful functionalities that are key features that many businesses utilize. However, there’s no free trial available to test it out.

ProsCons
>Powerful invoicing and revenue management functionalities
>Handles complex accounting and billing
>Pricing isn’t listed online
>No free trial

What Customers Are Saying
Customers are in awe of the power of NetSuite SRP because it gives project managers the chance to review profitability and make the necessary changes. One consultant calls it a “Solid Project Management tool fully embedded in NetSuite.” They also like how it helps with efficiency when it comes to going through projects. A director notes, “The ability to see time accruals and organize time by category is fantastic.”

Projector PSA

Projector-PSA
For firms with 25 or more employees, Projector PSA is about helping businesses improve profits and use resources more efficiently. It manages the many aspects of running a project, including time and expense tracking. Features include:

  • Project accounting access to better manage quote-to-cash cycle
  • Anticipating staffing needs and keeping teams on task with resource scheduling
  • Delivering actionable budget and alerts with issue tracking
  • Advanced analytics with customized key performance indicators (KPIs) and exploratory graphs

Projector integrates with a whole host of applications, including Microsoft Dynamics, Google Data Studio, and Power BI.

Projector PSA has a free demo. The pricing tiers are $15 per user, per month, for the Team level, $25 for Professional, and $30 for Enterprise. However, each of those levels requires a monthly subscription minimum, which is calculated at the end of the month to include the number of active users, integrations use, and other fee services. For Teams, that minimum is $400, Professional is $500, and Enterprise is $2,500.

PriceFree Trial/DemoFeatures
Team: $15/user/month
Professional: $25/user/month
Enterprise: $30/user/month
Free demo>Project accounting for better invoicing
>Resource scheduling
>Customized KPIs with advanced analytics
>More features at Projector PSA

Pros & Cons of Projector PSA Professional Services Automation Software
Projector PSA is easy to configure, but you’ll need a professional if you want more than the out-of-the-box solution. Once it’s running, it’s flexible enough to manage different expense and billing engagements and has a robust reporting capability, but it’s not for smaller businesses as there is a minimum monthly subscription, which can rack up costs.

ProsCons
>Robust reporting
>Manages more complex billing and invoicing pretty well
>Requires a minimum number of active users monthly
>May require professional for implementation

What Customers Are Saying
Customers like how comprehensive Projector PSA is how it excels at getting project managers to spend more time with clients than counting hours. One user states, “Our initial expectations were quickly exceeded, and we’re now using the tool to optimize resource utilization.” The automation tools help businesses to be more efficient, and many are “impressed with the ability of Projector to consolidate the multiple prongs of a project (billing, project management, and resource management) into one system.”

Scoro

Scoro
Scoro is a centralized professional service automation solution for companies that supports professional and creative firms in managing and growing their businesses. Some features include:

  • Automated reports that provide team members with real-time progress and results
  • Team collaboration in a fully interlinked digital workspace
  • Dynamic dashboard that communicates KPIs and key metrics holistically
  • Streamline workflow throughout the customer life cycle

With the Scoro marketplace, businesses can choose to integrate any number of applications, including Basecamp, QuickBooks, and WooCommerce for expanded functionality.

Scoro offers both a demo and a 14-day free trial.

Pricing ranges from $28 per user, per month, for smaller teams, and Work Hub and Sales Hub are $42. All three tiers require a minimum of five users, and you can save some money when choosing annual billing. The Ultimate tier brings all of the software’s capabilities together for a custom price.

PriceFree Trial/DemoFeatures
Essential: $28/user/month
Work Hub: $42/user/month
Sales Hub: $42/user/month
Ultimate: Custom quote
Free 14-day trial>Streamlined workflow throughout the customer lifecycle
>Interlinked workspace for collaboration
>Dynamic dashboard
>More features at Scoro

Pros & Cons of Scoro Professional Services Automation Software
Scoro is an incredibly flexible application that offers multiple ways for businesses to tailor a solution that’s right for them. The fact that they can keep all of the necessary functions on one platform is attractive to many businesses, as it reduces the silo phenomenon that often happens. While it’s feature-rich and gives a comprehensive view of customers, it may be a bit pricey for businesses with a tight budget and feel that they can get the same tools elsewhere for less.

ProsCons
>All-in-one platform
>Tailor solution to fit needs
>Price may be a bit steep for tight budgets

What Customers Are Saying
Customers love how the platform can handle all the necessary aspects of their business in one place. One consultant comments that Scoro is “very well-thought interconnected ‘modules’ of the system: all main functions any company would need are all present.” Users also like that the visualizations can travel with them keeping them updated on-the-go. The fact that businesses can tailor the solution to their needs instead of trying to fit into another system provides a great opportunity to use the software to its full potential. One CEO says, “Scoro integrates the different solutions very well and offers external integrations to include accounting as well.”

Tigerpaw

Tigerpaw
Tigerpaw is a business management software solution that specializes in technical service companies. Tigerpaw One is built to help those businesses manage their daily operations in one place. Its features include:

  • CRM that provides real-time custom details
  • Sending and tracking targeted campaigns to leads
  • Customizing quotes and proposals
  • Inventory control for managing the complete supply chain
  • Real-time financial projects, time tracking, and expenses data

Apart from tracking billable activities, sales automation helps team members see what’s happening within the pipeline, and they can even sync their client-related appointments and tasks. Tigerpaw integrates with several third-party tools, including Sage 50, Ingram Micro, and DocuSign.

They offer a free demo, and for all users, it’s $85 per month, with a $199 one-time startup fee for each user with a minimum of six users.

PriceFree Trial/DemoFeatures
$85/month/user + $199 start-up feeFree demo>Track targeted lead campaigns
>Supply chain inventory control
>Customized quotes
>More features at Tigerpaw

Pros & Cons of Tigerpaw Professional Services Automation Software
It’s a good solution to help service technicians log expenses, add notes, and track time. It saves companies a lot of time by creating better invoicing and helps them spot opportunities to improve billable hours. While it does have one price, it may benefit from a tiered subscription model as it would open itself up to smaller businesses that can work with fewer features at a lower price.

ProsCons
>Good all-in-one solution for tracking time and expenses
>Provides opportunities to increase billable hours potentially
>Flat price with a fee is expensive for smaller businesses

What Customers Are Saying
Customers like that they have all they need in one place, and they appreciate how it has a lot of the features they could ask for, and even then some. One coordinator states, “If you give the program enough data, you can do all kinds of reporting and dispatch configurations to fit multiple needs.” The integration capabilities have helped many take advantage of what the software can do and how they can save time. As one manager put it, “Now that we are on Tigerpaw, life is a whole lot easier especially for the IT department.”

Wrike

Wrike
For many medium and larger companies, Wrike is a professional services automation software that is all about taking businesses from planning to profit. Its features include:

  • Real-time communication about project tasks and files
  • Managing workloads with prioritized tasks and deadlines
  • Auto-assigning tasks to improved productivity
  • Performance tracking and reporting
  • Workload balancing for better resource usage based on capacity

Wrike has a whole host of integration options to choose from based on business function. For email integrations, Tableau and Jira are options while Salesforce is the choice for CRM.

It has a 14-day free trial but for up to five users, Wrike is permanently free. For up to 15 users, Professional level is a little less than $10 per month, per user, and the Business tier of up to 200 users is about $25 per month, per user.

PriceFree Trial/DemoFeatures
Free: Up to 5 users
Professional: $9.80/user/month (5-15 users)
Business: $24.80/user/month (5-200 users)
Enterprise: Custom quote
Free 14-day trial>Improve productivity with auto-assigned tasks
>Real-time communication about project tasks
>Performance tracking
>More features at Wrike

Pros & Cons of Wrike Professional Services Automation Software
Wrike allows for better collaboration, which improves overall project efficiency. It gives users plenty of ways to visualize the same data, which helps them to see opportunities they may have otherwise missed. Because it is so comprehensive, there may be a noticeable learning curve, and users may need some time to explore and get used to the features. Its free tier may be an opportunity for some businesses to test it for a bit longer before committing to a paid subscription.

ProsCons
>Better collaboration for improved efficiency
>Multiple ways to visualize data
>Noticeable learning curve
>Getting used to it takes some practice

What Customers Are Saying
Customers love how it helps them to see the data from different perspectives and how great it is for collaboration, particularly the ability to proof documents and tag assignees. Overall, it’s seen as a robust platform that “allowed me better efficiency in managing large projects while collaborating with clients,” says one executive. For many, building reports is easy, and the ability to have stakeholders access items simultaneously was an attraction. It is so impressive that one project manager considers it “a one-stop-shop for anything project management, and that’s how much it has revolutionized the way we do business.”

What Is Professional Services Automation Software?

Professional services automation is software that streamlines business processes as a means of increasing efficiency and profitability. They do this by integrating metrics to understand business health and potential opportunities better. Lawyers, project managers, and IT consultants are just a few who benefit from PSAs because they manage various aspects of the project life cycle, including time tracking, resource allocation, and client relationships.

There are different kinds of PSA software to tackle specific key performance indicators. Some of the most popular types that are included in the more robust software packages include:

  • Customer relationship management: A tool to manage and analyze past and present interactions to gain insight into potential business opportunities
  • Resource management: Efficient allocation of company resources, including financial, human and production resources, in an effort to develop them for better growth
  • Knowledge management: Managing the organization’s information and knowledge to achieve the desired objectives

Benefits of Professional Services Automation Software

Increasing billable hours or coming in under budget and on time can stimulate an organization’s business growth. However, measuring this level of success so that you can build on it and even replicate it is another matter.

When assessing the benefits of professional services automation software, it’s important to look at the key performance indicators that are specific to your business. They include:

  • Lower project cancellation rates: Finding ways to keep the client in the loop and stepping in before challenges cause the project to go into the red can play a hand in reducing project cancellation rates and increasing billable hours.
  • Better Invoicing workflows: Human resources (HR) professionals may want to integrate time tracking software to reduce time input errors. Fewer errors mean less error-checking and faster payroll cycles, which can improve worker satisfaction.
  • Less revenue leakage: This is a particularly important metric for project managers. To manage client projects better, it may be a good idea to have an overall view of the project as a means to prevent revenue loss and slow billing cycles, which can impact not only the timeline but also team morale negatively.

In general, the benefits of PSA software may hinge on altering one aspect of how you run your company, and with the right application, you’re able to build on that success and find other opportunities you may never have realized.

Must-Have Features of Professional Services Automation Software

Because the objective of professionals services automation software is to plan and track client projects, there are a few must-have features you need to assess:

  • Scheduling: This is key because the last thing you want is continuous scheduling collisions or, worse yet, forgotten tasks. Scheduling with the help of charting keeps time management sharp.
  • Document management: Having documents in different locations, some of which may be inaccessible to the client, isn’t helpful. A good PSA software has a centralized repository for each project. This means that if anyone has any questions about what happened or when they just need to check the associated repository.
  • Invoicing: Money is the lifeblood of any business. That’s why it’s important to set up milestones that will trigger invoicing automatically.
  • Financial reporting: Being able to see where every penny comes in and goes out keeps your business healthy. Financial reporting in PSA should start with the appropriate top-level visualization with the opportunity to drill down for more information.

The ability to track and visualize data in different ways is also a feature that makes or breaks many PSA software suites because you can plug the holes once you see them.

The Cost of Professional Services Automation Software

Professional services automation software mostly runs on a licensing subscription model that costs anywhere from less than $10 per month to hundreds, depending on how many employees are using it and the functionality needed. Some companies are not upfront about the cost, but a majority offer a limited trial or demo.

It’s up to you to ensure that you research the product trial criteria and get the trial that includes all the features you need. Some are only for a couple of weeks. If you need a full month, ask for it because there is a strong chance you will get it. The competition in this sector is strong and, as a business owner, you need to ensure that you are investing your money in the tool that will take your business to the next level.