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10 Best Professional Services Automation Software For 2022

Software Shortlist

  1. Wrike

    Best professional services software with built-in client collaboration automations

  2. Kantata (formerly Mavenlink + Kimble)

    Best for powerful resource management and team collaboration

  3. FinancialForce

    Best for full lifecycle services forecasting

  4. Workday

    A PSA solution for fast-moving businesses

  5. PSOhub

    Replaces stand-alone tools with an all-in-one solution

  6. ConnectWise

    Intelligent automation for small businesses ready to scale

  7. Dynamics 365 Project Operations

    A unified solution for project-centric businesses

  8. SuperOps

    Best for intelligent alerts and problem-solving

  9. Polaris

    Best for managing practice profitability

  10. Smartsheet

    Faster customer onboarding and improved project visibility

In any professional services firm, day-to-day work involves keeping a lot of plates spinning. From managing projects to tracking billable hours, there’s a whole host of priorities to juggle. Businesses often end up with a patchwork of software tools to help them stay ahead. But this can result in confusion, plus problems with important matters slipping through the cracks. 

Professional services automation software provides an elegant solution to this problem. These tools provide a single solution for a specific profession, offering an easy way to manage entire projects from start to completion.

In this buyer’s guide, I’ll be highlighting the best professional services automation software. I’ll show you what’s great about each one and help you select the tool that’s right for your firm.

Comparison Criteria

What do I look for when I select the best professional services automation platforms? Here’s a summary of my evaluation criteria: 

  1. User Interface (UI): I look for a tool that makes it easy to navigate to the information you need
  2. Usability: I expect everyone from clerical staff to senior partners to find the software easy to use and understand
  3. Integrations: I look for pre-built integrations with other software used by professional services businesses
  4. Value for $: I’m seeking tools that make economic sense for both small and large firms

Professional Services Automation Software: Key Features

These are the core features I look for in the best PSA tools:

  1. Project management: an approach to executing projects that’s a good fit with the firm’s operating methods
  2. Time & expense tracking: keeping careful track of costs, revenue, and billable hours
  3. Contract management: integrating with CRM systems to ensure that quotes and contracts are on point
  4. Resource management: effective systems for managing costs and making the best use of available resources
  5. Financial management: taking good care of budgeting and overall financial health
  6. Revenue management: streamlining the order-to-cash cycle and ensuring that income streams produce optimal revenue
  7. Delivery management: an easy-to-use workflow engine that keeps deliverables on track
  8. Analytics: customizable dashboards giving executives the insights they need to make better decisions
  9. Opportunity management: assigning the right resources to make the most of new leads and inquiries
  10. Security & compliance: rigorous procedures for ensuring the integrity of data and PSA systems
professional services automation software logos list

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Overviews Of The 10 Best Professional Services Automation Software Solutions

Here’s a brief description of each professional services automation solution to showcase each tool’s best use case, some noteworthy features, and screenshots to give a snapshot of the user interface. 

1

Wrike

Best professional services software with built-in client collaboration automations

Wrike is a comprehensive project management platform for agencies, marketing teams, and professional services providers. It provides a versatile professional services management and automation solution to optimize the service delivery process.

The professional services management software provides users with a 360-degree view of all active projects, allowing them to effectively manage their resources, keep track of billable hours, and make data-driven decisions with relative ease. 

Project managers can significantly improve client collaboration by simply inviting their clients into Wrike and making them a part of the work process. This allows clients to provide direct feedback and approvals on critical project decisions. And project managers can reduce the tedious back-and-forth process of getting requirements from clients on project requests or scope changes by using customizable request forms. This will enable agencies and teams to quickly collect all the necessary information from clients in one location and trigger fully planned projects with predefined actions, task assignees, and timelines.

Utilizing a user-friendly WHEN-THEN structure, the Automation Engine can also help optimize team workload. This allows the teams to offload otherwise repetitive tasks from their daily queues. In addition, admins can efficiently allocate client work to the most qualified team member based on their role and expertise on the assigned task. This ensures teams and individual members are given the right amount of work they can manage without burnout.

Pricing begins at $9.80 per user per month. A 14-day free trial and free plan are available.

14-day free trial

From $9.80/user/month

2

Kantata (formerly Mavenlink + Kimble)

Best for powerful resource management and team collaboration

Mavenlink aims to be the industry cloud for professional services organizations. This is achieved through a resource-centric approach focused on better decision-making. Using Dynamic Resource Optimization, teams can be deployed quickly to respond to changing business conditions.

The software features powerful resource allocation management, plus project management and team collaboration features. Business intelligence and actionable insights inform management decisions. Timelines, budgets, and clients can be managed to produce the best outcomes for the company and for clients.

Through the Mavenlink M-Bridge, the software integrates with business applications such as Oracle, Netsuite, SAP Concur, and Salesforce.

Mavenlink offers customized pricing on request.

Pricing upon request

3

FinancialForce

Best for full lifecycle services forecasting

FinancialForce PSA software helps you allocate the right people to projects and optimizes professional development. Sales and services teams get a shared view of the opportunity pipeline. Managers get deep visibility into projects, including project status, customer interactions, timesheets, and resource demand.

The software provides for flexible revenue and billing forecasts for both projects and opportunities. It keeps projects on point and ensures that budgets are respected. Project accounting covers revenue, bookings, backlog, expense management, and revenue recognition.

FinancialForce integrates with platforms such as Docusign, Expensify, AccessPay, and SAP Concur.

This tool offers customizable pricing on request.

From $10/user/month for general sales staff (only some data accessible).

4

Workday

A PSA solution for fast-moving businesses

Workday PSA helps you support every part of client-facing projects. Everything from staffing to billing and project financials can be handled within a single system. The software also matches the best talent to projects and suggests learning for continued improvement.

The software is designed to be agile and flexible, so you can create new project delivery models or meet changing customer demands as required. You can analyze profitability accurately, automate project forecasting and accurately track time from anywhere.

Workday includes over 600 pre-built integrations with popular business tools.

Workday PSA offers customized pricing available on request.

Free demo available

Pricing upon request

5

PSOhub

Replaces stand-alone tools with an all-in-one solution

PSOHub aims to save you time and money by providing one tool encompassing project management, time tracking, and invoicing. The system automates everything from creating the first lead to tracking payments.

After closing a deal, you can create a project from the account. Then you can manage contracts, assign tasks, and plan visually using Gantt charts. Team members book their time and expenses directly into the project, or it can be pulled from their calendar.

PSOHub integrates with customer relationship management (CRM) and business management platforms such as HubSpot, Salesforce, and Microsoft Dynamics 365.

The software costs from $8.50/user/month, and a 30-day free trial is available.

30 days free trial (no credit card)

From $8.50/user/month

6

ConnectWise

Intelligent automation for small businesses ready to scale

Connectwise is an integrated platform for IT services providers. It offers intelligent automation, cybersecurity features, and improved scalability.

The system encompasses a full range of business management functionality. These include quote and proposal automation, KPI dashboards, and centralized documentation. Managers can also benchmark performance and compare profit to industry peers.

This tool integrates with a wide range of applications, including HubSpot, Slack, Freshdesk, and QuoteWerks

Connectwise costs from $24/user/month, and a free trial is available.

Free trial is available

From $24/user/month

7

Dynamics 365 Project Operations

A unified solution for project-centric businesses

Microsoft Dynamics 365 Project Operations helps professional services organizations shorten project life cycles. The SaaS software offers a smooth transition from estimation to execution. Features include forecasting, estimation, and contract management.

The platform gives project-centric businesses the collaboration tools and insights needed to complete deals within a single solution. Thanks to the embedded Microsoft Project capabilities, managers can easily handle scheduling and also produce interactive views. The view options include Timeline (Gantt charts), Board (Kanban), and work breakdown structures.

Dynamics 365 Project Operations offers a range of integration options. These include dual-write capabilities for synchronizing data across Dynamics 365 Finance and Microsoft Dataverse.

Dynamics 365 Project Operations costs from $120/user/month. A 30-day trial is available.

30 days free trial

From $120/user/month

8

SuperOps

Best for intelligent alerts and problem-solving

SuperOps is an intelligent AI service that combines professional services automation with remote monitoring and project planning. Acting as a single source of truth, it helps firms to automate processes, improve client compliance and enhance security. They can also create custom targets for service-level agreements and set rules for escalation.

Key features include intelligent alerts, which prioritize notifications of events and issues. The system also provides step-by-step prompts to facilitate fast resolution. The software also manages product catalogs, contracts, IT documents, and client communications in a single platform.

SuperOps integrates with IT tools such as TeamViewer, Bitdefender and Webroot.

This tool costs from $89/user/month, and a free 21-day trial is available.

21 days free trial

From $89/user/month

9

Polaris

Best for managing practice profitability

Polaris Professional Services Automation software analyzes real-time data to provide recommendations for keeping projects, resources, and finances on track. You also get real-time visibility into key metrics, plus the ability to leverage historical and current information.

You can also improve practice profitability through a better understanding of business dynamics. Group projects in a way that makes sense, then set any attributes and metrics required. Service delivery, costs, and billing can be managed transparently, maximizing profits and performance.

Polaris integrates with major business suites such as SAP Concur, Quickbooks, Atlassian, Sage, and Salesforce.

Polaris costs from $29/user/month, and a free trial is available.

Free trial is available

From $29/user/month

10

Smartsheet

Faster customer onboarding and improved project visibility

Smartsheet offers companies in the services industry a work execution platform with a spreadsheet-style interface. Features include tools for resource planning, financial reporting, file sharing, task management, and timeline tracking. With the help of Smartsheet, teams can standardize business processes, increase productivity and improve collaboration.

The software aims to accelerate customer onboarding and give team members enhanced visibility into budgets and projects. Data can be sorted using grid, card, calendar, or Gantt chart views. The real-time dashboard allows teams to track project status and assign tasks. Using the Smartsheet app, teams can access workflow data and project information wherever they are.

This tool integrates with platforms such as Adobe Creative Cloud, Docusign, Microsoft Teams, and Salesforce Connector.

Smartsheet costs from $7/user/month, and a free 30-day trial is available.

30-day free trial

From $9/user/month

Need expert help selecting the right Professional Services Automation (PSA) Software?

We’ve joined up with the software comparison platform Crozdesk.com to assist you in finding the right software. Crozdesk’s Professional Services Automation (PSA) Software advisors can create a personalized shortlist of software solutions with unbiased recommendations to help you identify the solutions that best suit your business's needs. Through our partnership you get free access to their bespoke software selection advice, removing both time and hassle from the research process.

It only takes a minute to submit your requirements and they will give you a quick call at no cost or commitment. Based on your needs you’ll receive customized software shortlists listing the best-fitting solutions from their team of software advisors (via phone or email). They can even connect you with your selected vendor choices along with community negotiated discounts. To get started, please complete the form below:

The 10 Best Professional Services Automation Software Solutions Summary

Tool Free Option Price
1
Wrike

Best professional services software with built-in client collaboration automations

14-day free trial

From $9.80/user/month Visit Website
2
Kantata (formerly Mavenlink + Kimble)

Best for powerful resource management and team collaboration

Not available

Pricing upon request Visit Website
3
FinancialForce

Best for full lifecycle services forecasting

Not available

From $10/user/month for general sales staff (only some data accessible). Visit Website
4
Workday

A PSA solution for fast-moving businesses

Free demo available

Pricing upon request Visit Website
5
PSOhub

Replaces stand-alone tools with an all-in-one solution

30 days free trial (no credit card)

From $8.50/user/month Visit Website
6
ConnectWise

Intelligent automation for small businesses ready to scale

Free trial is available

From $24/user/month Visit Website
7
Dynamics 365 Project Operations

A unified solution for project-centric businesses

30 days free trial

From $120/user/month Visit Website
8
SuperOps

Best for intelligent alerts and problem-solving

21 days free trial

From $89/user/month Visit Website
9
Polaris

Best for managing practice profitability

Free trial is available

From $29/user/month Visit Website
10
Smartsheet

Faster customer onboarding and improved project visibility

30-day free trial

From $9/user/month Visit Website

Other Options

Here’s a few more that didn’t make the top list.

  1. BigTime - for real-time insights that power long-term success
  2. Kimble PSA - helps eliminates bottlenecks to improve scalability
  3. Autotask PSA - improved business visibility for professional services firms
  4. Accelo - systematizes the sales and quoting process
  5. Projectos PSA - enhances resource utilization and project profitability
  6. OpenAir PSA - cloud-based project management for professional services firms

What is professional services automation software?

Professional services automation software helps service-oriented firms manage their businesses more efficiently. These tools provide the technology needed to deal with all aspects of operations, as well as improving customer satisfaction.

A good PSA platform will assist with everything from project management and time tracking, to budgets and billing. It will also give managers a clear overview of the business, leading to valuable insights that improve productivity and profitability. 

What do you think about this list?

Do you agree with my concussions, or do you have different ideas? Let us know in the comments section below. Remember to sign up for our newsletter, too, so we can keep you up to date on the latest developments.  

You might also like to check out our review of the 10 best professional service software of 2022 or check out our thoughts on the future of professional services. And be sure to check back regularly…there’s always something interesting to read at the Digital Project Manager!

By Ben Aston

I’m Ben Aston, a digital project manager and founder of thedpm.com. I've been in the industry for more than 15 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony.

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