10 Best Professional Services Automation Software For 2022

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.