Top 10+ Professional Services Automation (PSA) Software In 2020

1. Wrike – Manage your projects from start to finish with Wrike

About Wrike : Wrike Inc. is the most sought-after Professional Services Automation Software and has clients like Citrix, Hootsuite and many Fortune 100 companies. The top features include connecting tasks, discussions, and other necessary tools like emails to the project plan. It gives up-to-date information on project performance and statistics. It has accelerated project delivery with real-time collaboration on the same page and provides organizations quality automating services and tools, usability, customization and scalability.

Wrike Professional Services Automation Features

Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Resource Management, Time & Expense Tracking

About Mavenlink : Manage tasks and project plans. Monitor budgets. Allocate resources. Track time and expenses. Analyze outcomes. With Mavenlink, you get accurate visibility into task status, resource availability, and performance across the entire project lifecycle so your team can scale successfully. Start with Project Management, then grow into Professional Services Automation (PSA), resource planning, project accounting, business intelligence, and team collaboration — all in a single, user-friendly platform. With clients in more than 100 countries, Mavenlink is used by creative agencies, IT services firms, embedded services organizations, professional services teams, and everyone in between.

Mavenlink Professional Services Automation Features

Billing & Invoicing, Client Portal, Collaboration Tools, Document Management, Portfolio Management, Project Management, Proposal Generation, Resource Management, Time & Expense Tracking

3. NetSuite– Cloud ERP and business management suite

About NetSuite : World’s leading automation software suite made for the needs of high-growth and mid-sized businesses, Netsuite manages the complete bid-to-bill processes of any service industry. It has a simple user interface and has multiple implementations. Top features of this software include project management, resource management, project financials, billing and invoicing, automation of operations, streamline processes, decrease IT costs and complexity, and improved real-time visibility across the business.

NetSuite Professional Services Automation Features

Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking

4. SherpaDesk – A support soution to help track time and manage projects

About SherpaDesk : It is one of the most easy-to-use Professional Services Automation Software giving companies the ultimate freedom to focus on growing their business. It is a cloud-hosted solution that integrates core business processes into one solution. SherpaDesk accurately tracks billable and non-billable time, resolves customer issues, automates invoicing and manages project profitability. It is a powerful, reliable automation platform dedicated to IT businesses, enabling them to provide high-quality service to their clients.

SherpaDesk Professional Services Automation Features

Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Project Management, Time & Expense Tracking

5. Winautomation – Put your work on Autopilot

About Winautomation : Winautomation brings the benefits of robotic process automation. It allows organizations to automate any desktop and web-based task with zero effort. With a simple user interface, this software automates the routine and repetitive tasks given by the user. This software runs on Windows and is a powerful Windows-based automation solution. It learns through robotic processes and applies it on the go and is considered to be the best available automation solution for windows.

Winautomation Professional Services Automation Features

Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking

6. Tigerpaw Software – Business management automation

About Tigerpaw Software : A leading, developer of professional service automation (PSA) software and service management, Tigerpaw Software is designed for small and mid-size businesses. It helps organizations in managing and automating marketing, sales, service and inventory functions as well as time tracking and billing management with its flagship product, Tigerpaw Business Suite. It is cloud-based. Top features include automation process, increased collaboration, streamlined project management, sales automation and improved customer service.

Tigerpaw Software Professional Services Automation Features

Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking

7. Accelo – Automation software for all Professional Service Businesses

About Accelo : Accelo is a smart technology platform that provides you and your team a single, easy-to-use integrated system by automating and streamlining work into one system. A minimum of five teams or more can utilize the benefits of the solution. It is a cloud-based software and allows you to do your work remotely. It is combined with simple and powerful tools required for daily operations of the organization and makes it more productive, efficient and profitable.

Accelo Professional Services Automation Features

Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking

8. Clearview InFocus – ERP, accounting and project management software for AE firms

About Clearview InFocus : Clearview InFocus is a Professional Services Automation (PSA) Software that works for large and midsize architecture and engineering firms. The top features include project management, automated billing and time and expense statistics, dynamic report-building capabilities, etc. It is helpful for accountants and project managers allowing them to save valuable time and energy. Analytical dashboards give business intelligence in real-time that creates better decision making by the users.

Clearview InFocus Professional Services Automation Features

Billing & Invoicing, CRM, Project Management, Resource Management, Time & Expense Tracking

9. Ravetree – Everything, organized in one place.

About Ravetree: Ravetree is an award-winning work management software platform that empowers teams to deliver work faster, be more informed, and spend less time searching for information. Companies use Ravetree to manage their projects, resources, and creative workflows—all in one place. Ravetree eliminates the pain of moving between different applications to find important information, relying on cumbersome spreadsheets, and entering the same data in multiple places. It’s easy to get work done with Ravetree!

Ravetree Professional Services Automation Features

Billing & Invoicing, CRM, Client Portal, Collaboration Tools, Document Management, Portfolio Management, Project Management, Proposal Generation, Quote Management, Resource Management, Time & Expense Tracking

10. Forecast – Resource scheduling & project management for agencies

About Forecast : It is an AI-powered resource platform for organizations delivering projects on time. It allows teams schedule into visual plans. Forecast is a time-saving resource tool for fast-paced organizations. It keeps the tab on the necessary upcoming projects and makes smarter resourcing decisions, increasing efficiency and productivity. From providing real-time insights to group scheduling, it offers a wide range of automated tools that work best for organizations with more clients.

Forecast Professional Services Automation Features

Billing & Invoicing, Client Portal, Collaboration Tools, Document Management, Portfolio Management, Project Management, Resource Management, Time & Expense Tracking

11. UiPath Robotic Process Automation – Robotic Process Automation

About UiPath Robotic Process Automation : UiPath Robotic Process Automation is the most advanced Enterprise #RPA Platform, built for business and IT organizations. It provides consistent automation of data entry on any desktop and web form application. More than 1,500 enterprise and government organizations use this solution in their daily work. It enhances business productivity and efficiency ensuring compliance and enhanced customer experience. It has a high level of demand in the Professional Services Automation Software category.

UiPath Robotic Process Automation Features

Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Project Management, Proposal Generation, Resource Management, Time & Expense Tracking

12. Conrep– Web-based applicant tracking & PSA software

About Conrep : From providing end-to-end solutions for consulting, staffing, recruiting and professional services to building workflow, tracking and controlling of the work, Conrep is easy to implement as it a web managed solution that increases the organizational efficiency. It manages bench sales and training, applicant database, human resources, accounting and finance. Top features include job order management, timesheets and expenses, self-service employee portals, email merge tools, etc.

Conrep Professional Services Automation Features

Billing & Invoicing, Client Portal, Collaboration Tools, CRM, Document Management, Portfolio Management, Project Management, Resource Management, Time & Expense Tracking

13. Praesto AE – Project Management Software for Architects and Engineers

About Praesto AE : Praesto AE is a Professional Services Automation Software that allows a user to track and manage the projects. It has a feature called Tracking Fields that creates custom fields for tracking, categorizing and organizing the projects. Tracking fields have own list of values, defined by the user. Users can search, sort and report on the tracks. It is mostly used by architectural and engineering companies to track project reports.

Praesto AE Professional Services Automation Features

Billing & Invoicing, CRM, Document Management, Portfolio Management, Project Management, Resource Management, Time & Expense Tracking

14. Coaches Console – Leading tool to organize your professional coaching business

About Coaches Console : A PSA software that creates, organizes and keeps the coaching experts on loop regarding the timings and details of their work. Coaches Console organizes and stores client information as well as keeps scheduling charts ready for coaching. Hundreds of coaches worldwide use this software to practice and accelerate their incomes. It establishes a marketing website and integrates private client website in minutes. Coaching experts recommend this software to budding coaches.

Coaches Console Professional Services Automation Features

Billing & Invoicing, Client Portal, CRM, Document Management

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