10 Best Professional Services Software Reviewed For 2024

Kantata is an all-in-one PSA tool, but its core features include project management and resource management. For effective project management, you can use the built-in Gantt tool in the software. The Gantt charts allow you to drag and drop tasks and see their progress in specific periods. Additionally, the charts let you create 'dependencies,' which help you manage the relationships between tasks. These allow you to manage your project timeline efficiently because the dates of “dependent” tasks change as the dates of “predecessor” tasks change.

Kantata's resource allocation management feature has four other sub-features or sub-stages. These are Estimating, Planning, Executing, Analyzing & Optimizing. For Estimating, you can access project templates to outline estimates of your resource needs (including hours and budgets). For Planning, you can view your active projects and your resource pool to easily plan the assignment of tasks. In Executing, the project's timeline automatically changes by looking at your resource schedule, allowing you to easily make appropriate adjustments. Lastly, in Analyzing & Optimizing, you can see trends on your resources, making forecasting your resource needs easier than usual.

Kantata offers a 10-day free trial and a free demo. Their pricing is customized for specific company needs and is provided upon request.

Accelo is a comprehensive professional services automation (PSA) platform designed to enhance the operations of service-based businesses. It offers a suite of tools for client relationship management (CRM), project management, time tracking, billing, invoicing, and client communication. 

The platform's automation capabilities offer numerous opportunities to reduce repetitive, manual tasks, freeing up more time for billable client work. For instance, the quote-to-project conversion feature allows users to create new projects based on approved quotes in just a few clicks. Additionally, bulk client billing automates the generation of accurate client invoices into pre-made templates. 

Furthermore, Accelo's project management features allow teams to collaborate, plan, manage, and deliver client projects efficiently through project templates, automated time tracking, custom workflows, and project triggers. Other features include branded invoice templates, custom payment terms, and accounting software integrations that save time and improve processes. 

Integrations include Google Workspace, Microsoft 365, Microsoft Exchange & Microsoft Outlook, Xero, QuickBooks Online, HubSpot, Mailchimp, Salesforce, Zapier, Stripe, PayPal, Jira, Continuum, Zendesk, Microsoft Power BI, Expensify, Gusto, HubSpot Partner Portal, Practice Ignition, Google Analytics, and others.

Scoro is a comprehensive work management software designed for professional services, offering a wide range of features to help boost service profitability. It caters to various industries and roles within the business, providing tools for project management, quoting and budgeting, invoicing, sales and CRM, resource planning, time tracking, and reporting.

One of Scoro's standout features is its project management tool, which can handle multiple projects simultaneously, with capabilities to assign tasks, set deadlines, track progress in real time, and manage resources effectively. Additionally, the platform's dynamic scheduling tools allow for adjustments on the fly, accommodating last-minute changes without disrupting the entire project workflow.

Furthermore, Scoro's advanced reporting and analytics features provide invaluable insights into every aspect of business operations. These reports are fully customizable and cover everything from detailed financial reports that analyze profits and losses to performance analytics that gauge project success and team productivity. 

Integrations include Google Calendar, Microsoft Exchange, Xero, QuickBooks, Sage Intacct, Expensify, Stripe, Jira, Slack, Asana, Dropbox, PayPal, and more.

Polaris PSA is an advanced Professional Services Automation (PSA) software designed to elevate project management for service-based businesses. Its key features include AI-driven resource allocation and scheduling, real-time project health monitoring, predictive analytics, and comprehensive project portfolio management. With Polaris PSA, organizations can optimize resource utilization, gain valuable insights into project performance, mitigate risks, and make data-driven decisions, leading to improved project success rates, enhanced profitability, and streamlined operations.

Polaris PSA handles project portfolio management with a comprehensive and strategic approach. The platform offers a centralized dashboard that provides a holistic view of an organization's projects, resources, and financials in real-time. Through its AI-driven resource allocation and scheduling capabilities, Polaris optimizes resource utilization across multiple projects, preventing overallocation and ensuring efficient workload distribution. Additionally, the system's predictive analytics helps identify potential risks, forecast project outcomes, and propose mitigation strategies.

A pro tip for working with Polaris PSA is to leverage its customizable reporting and data visualization features to gain deeper insights into your projects and resources. Beyond the standard reports, explore the platform's capabilities to create tailored reports that align with your specific business needs and KPIs. Utilizing custom reports and visualizations can help you uncover valuable trends, identify areas for improvement, and make more informed decisions, ultimately maximizing the benefits of Polaris PSA for your organization's success.

Integrations include SAP, ADP, Salesforce, Quickbooks, Atlassian, Microsoft Dynamics, Sage, Servicenow, Zero, Zoom, Outlook Calendar, Microsoft Teams, Microsoft Azure DevOps, Google Meet, Google Calendar, and other popular business software. 

For project time tracking, you're subscription fee will start at $12/month. To access the PSA components of the software, you'll need to subscribe to their PSA/PM plan at $29/month. They have a 14-day free trial for new users.

SuperOps AI is a PSA-RMM platform designed for MSPs, offering features such as PSA, RMM, and integration with various tools. The platform is AI-powered and aims to help MSPs run their operations on a single pane of glass.

As a professional services software for MSPs, the platform facilitates client engagement, revenue growth, and efficient management of client assets, while also providing IT documentation, project management, and a suite of other features including asset, patch, and alert management. SuperOps also has features like ticketing, time tracking, and overall client management.

Through professional services automation, SuperOps provides tools for service delivery, billing, time tracking, and more. The PSA component helps MSPs manage their client relationships, automate service delivery, and streamline billing processes. The remote monitoring and management feature, on the other hand, allows MSPs to manage their client's assets. It includes capabilities for monitoring and managing endpoints, networks, and computers remotely. RMM helps in proactive maintenance, issue resolution, and ensuring the health and performance of client systems.

Other notable features offered by SuperOps include policy management, security management, service desk functionalities, quote and contract management, and analytics and reporting. There is also a mobile app for managing MSP operations on the go.

Integrations include TeamViewer, QuickBooks, Stripe, SentinelOne, Webroot, Xero, HaloPSA, and more.

Productive is a comprehensive software solution designed to meet the needs of professional services and agencies. It integrates a wide range of tools necessary for managing projects, tracking time, allocating resources, and handling financial aspects, all within a single platform. 

The platform offers advanced project management capabilities, such as Gantt charts for visualizing project timelines, task management to keep teams organized, and workload management to ensure resources are used effectively. Additionally, Productive includes tools for time tracking and billing, allowing agencies to accurately log hours, generate invoices, and manage payments.

Furthermore, the platform's CRM and sales tools help manage client relationships and streamline the sales process. Agencies can easily plan schedules, create pipelines, and track the status of projects and deals. Productive’s document management and automation features also reduce administrative overhead by automating repetitive tasks and ensuring that all team members have access to the latest project information and documentation.

Key integrations include Jira, Slack, QuickBooks, Xero, Zapier, Google Drive, Sage, BambooHR, and HubSpot.

Ravetree is a comprehensive software solution for professional service businesses. It includes project management, customer relationship management, resource planning, and in-depth reporting and analytics. This all-in-one platform makes it easy to manage multiple projects and clients and supports agile and waterfall project methodologies.

Ravetree allows you to create detailed project plans, assign tasks to team members, and set project deadlines. Users can track progress and time spent on each task, allowing easy project management and timely delivery. Additionally, it includes a task board feature that visually displays the status of each task and allows team members to collaborate and communicate in real time.

You can assign team members tasks based on availability, skills, and workload. This ensures all team members are correctly allocated tasks, preventing burnout and enabling proper resource allocation. Businesses can see how their resources are utilized through the software's resource management dashboard, which gives an overall view of all project schedules and team member availability. Ravetree allows users to log their time spent on each project and task, which can be used to generate accurate reports and invoices. Additionally, you can track expenses and billable hours, ensuring that clients are accurately invoiced and that profits are maximized.

The software includes a robust CRM system, allowing businesses to keep detailed client information and communication logs in one place. It allows users to schedule appointments, send emails, and track client interactions, ensuring all communication is organized and streamlined. Ravetree includes in-depth reporting capabilities, allowing companies to analyze data on everything from project progress to profitability. The platform consists of various pre-built reports and the ability to create custom reports, giving businesses insight into their operations and allowing for data-driven decision-making.

VOGSY is a unified project and resource platform that helps organizations set up new countries, track international projects, and connect local finance packages. The professional services automation (PSA) software offers end-to-end solutions built for services businesses so they can focus on what they do best—providing services—without worrying about the complexities of international expansion.

The cloud-based PSA platform also provides tools for project management, task management, resource management, performance monitoring, as well as automated billing and invoicing. It allows professional services firms to keep track of every client and deal, engage in a more efficient and sustainable quote-to-cash approach, and generate a more concise and reliable statement of work (SOW) on soft-booked services and projects.

With VOGSY’s professional service software, startups and SMEs can effectively plan their projects with great detail. They can leverage the platform’s robust work breakdown structure to design and implement a cohesive project roadmap based on key objectives and desired outcomes. The software allows them to budget the required work, resources, potential revenue, and margins accordingly, oftentimes even before the deal is finalized.

With the task management feature, users can allocate tasks and assign them to the appropriate personnel with the right skill set to finish them on time and on budget. Users can set tasks for themselves or their entire team, addressing everything from their quote-to-cash cycle, which includes the clients, the nature of the deal, the proposed projects, and the billing and invoicing.

This means that services businesses can focus on what they do best—providing services—without worrying about the complexities of international expansion.

Features include resource and project management, international project views and resource allocation, collaboration, reporting dashboards, budgeting, professional services automation, Gantt charts, notifications & alerts. 

Integrations include Google Workspace, Jira, Microsoft Excel, Xero, Intuit Quickbooks Online, Copper, Hubspot, Salesforce, and Zoho.

VOGSY has a free version that is accessible through a personal Gmail account. It comes with all the features and is limited to a single user. Paid plans cost from $13/user/month. All paid plans require a minimum of 10 users and include a free trial.

HaloPSA is a solution, designed for MSPs and service providers. HaloPSA gives users powerful out-of-the-box functionality. With an integrated PSA platform, you get features such as time-tracking and billing, advanced reporting, asset management, remote access, seamless integrations, automation tools and more.

HaloPSA is a fully configurable system for managed IT services and is the PSA solution of choice for enterprises such as ATOS, NEC and Gijima.

HaloPSA integrates with many popular tools such as Microsoft CSP, Splunk, N-Able N-Central/RMM, Xero, Teams, Slack, Zapier, and TeamViewer to name a few. View their entire list of integrations on their website.

HaloPSA costs from $29/user/month.

Rocketlane is a professional service software purpose-built to run customer-facing projects. It uniquely combines project management, document collaboration, and communication to help teams hit their project goals, accelerate time-to-value, and deliver a 5-star customer experience.

Rocketlane offers private and shared views for project plans and documents as well as a customer portal for stakeholder and client views. You can also codify your best practices with project and document templates to create them once and reuse them forever across projects.

With Rocketlane, you'll be able to keep your customers involved and make them accountable with reminders, notifications, and actionable emails. You can work together and create new or embed existing documents, collaborate on them synchronously and experience Slack-like chat inside Rocketlane.

Rocketlane costs from $19/user/month and offers a free 14-day trial.