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There are seemingly countless professional services software solutions available, so figuring out which is right for you is tough. You want to manage your projects, client relationships, billing, and resource planning better to improve efficiency and client service but need to figure out which tool is the best fit. I've got you! In this post I make things simple, leveraging my experience managing a variety of service businesses and using dozens of different professional service tools to bring you this shortlist of the best professional services software.

What is Professional Services Software?

Professional services software is a tool used by service-based businesses like consulting firms, legal practices, and marketing agencies. It helps manage various aspects of their operations, including project management, billing, client relations, and resource allocation. This software centralizes and organizes critical business functions, making it easier to oversee and manage a service-oriented business.

Professional services tools streamline processes such as time tracking, invoicing, and client management, leading to more accurate billing and enhanced client satisfaction. Additionally, they aid in resource planning and allocation, ensuring that projects are staffed appropriately and deadlines are met. By providing valuable insights through analytics, it also supports informed decision-making and strategic planning.

Overviews Of The 10 Best Professional Services Software

Here’s a brief description of each software on my list, showing what it does best and a few screenshots to showcase some of the features.

Best for project management and resource planning

  • Pricing upon request
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Rating: 4.1/5

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.

Best for real-time reporting across multiple business operations

  • 14-day free trial + free demo available
  • From $26/user/month (min 5 seats)
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Rating: 4.5/5

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.

Best for AI-driven MSP growth

  • Free trial available
  • From $59/user/month (billed annually)
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Rating: 4.6/5

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.

Best PSA for managing large or growing project portfolios

  • 14-day free trial
  • From $6-29/month
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Rating: 4.3/5

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.

Best for medium-sized businesses seeking to centralize their resource management processes

  • 14-day free trial
  • From $12/user/month
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Rating: 4.3/5

ClickTime is a time-tracking and resource management platform designed for professional service providers. With ClickTime, you can easily track employee hours, allocate resources, and gain insights into your team's performance and productivity.

ClickTime provides a comprehensive suite of features for tracking and managing time and resources within an organization. Its time-tracking functionality includes a stopwatch timer, manual entry, and timesheet submission for approval, helping employees accurately record billable hours and overtime. The expense tracking feature allows easy logging of expenses, receipt uploads, categorization, and streamlining the reimbursement process.

The platform also offers a system for managing various types of employee leave, resource planning tools to allocate staff efficiently to projects, and project management tools that provide insights into project budgets and progress. Additionally, the platform offers customizable reports for in-depth time and expense data analysis.

Integrations include Sage, NetSuite, QuickBooks, Jira, BambooHR, HiBob, ADP, Zenefits, Salesforce, Hubspot, Zoho, Box, Google Drive, Slack, and many more through their API.

ClickTime starts from $10 per user per month (paid annually) for simple time tracking and $24 per user per month (paid annually) for resource management functionality. A 14-day free trial is available.

Best for global services organizations

  • Freemium plan
  • $13/user/month
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Rating: 4.6/5

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.

Best PSA software for MSPs

  • 30 days free trial
  • From £30/user/month
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Rating: 4.8/5

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.

Best for managing timesheets

  • 14-day free trial
  • From $20/user/month
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Rating: 4.5/5

BigTime is a fully integrated operating platform designed for professional service companies, providing them with the necessary tools to deliver services to their clients on time and within budget. The platform is built to support different professional service firms across multiple industries, including accounting, consulting, IT services, architecture, and engineering.

Among the core features are time tracking, billing and invoicing, resource management, project management, workflows, reporting and analytics, and seamless integrations. The time tracking software facilitates the tracking of time spent on work and the associated expenses to ensure that teams stay within their budget limits.

The resource management software enables project managers to assign the right people to the right project and task, at the right time. It allows them to find the right people with the right skill sets and match them to a project that will benefit most from their skills.

BigTime’s professional service software also offers advanced reporting and analytics dashboards that allow managers and stakeholders to get a real-time bird’s-eye view of their business. They can drill down on individual ongoing projects to see the status and evaluate their progress through available data, KPIs, and other relevant metrics. The platform features a professional services automation (PSA) software solution that is capable of supporting teams of anywhere from five to 500 members or more.

Pricing starts at $10 per user/month, billed annually. All plans have a minimum requirement of five users and a 14-day free trial.


Best PSS time management reports & analysis

  • 14-day free trial
  • From $4.99/user/month (billed annually)
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Rating: 4.3/5

Hubstaff is a full-featured, free time tracking + professional service software (with freemium upgrades) tool that’s best for remote or distributed teams. It’s a lightweight, native time tracking tool that includes screenshots, time tracking, and project management. Its simple interface and design make it really easy for your team to enter their time and for you to track their progress.

Budget management is straightforward—using Hubstaff you can easily set time limits and budgets for your team to bill against with a maximum number of hours you want a member to be able to work in a week and the app will automatically prevent them from exceeding the limit.

When you’re working with a distributed team it can be hard to verify exactly what people are doing and how they’re spending their time so Hubstaff has some pretty handy tools to give you insight into what your team is doing in the time they’re logging to your project with screenshots and activity levels. Now you can also see which applications your team members are using and what URLs they are browsing while they’re tracking time.

Integrations are well supported across stacks of different tools including project management tools Asana, Jira, and Basecamp, payments, accounting, and invoicing integrations including QuickBooks, Paypal as well as Salesforce and Zendesk among others.

Hubstaff is free to use for 1 employee. Paid plans cost from $7/user/month and come with a 14-day free trial.

Best PSA software for accessibility

  • 30 days free trial
  • From $15 per user per month
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Rating: 4.5/5

Projector is a cloud-based PSA that acts as an Employee and Management Portal and is accessible to users via a browser that allows users easy access to the application as long as they have an internet connection. One advantage of being browser-based is that users can use Projector on the go; they can use other computer terminals and mobile devices without installing an application.

Projector PSA makes collaboration between team members easier by providing them with a workspace accessible merely to designated project members. This feature is beneficial to project managers working on a sensitive project since it can prevent non-team members from accessing sensitive information. Projector also has a Task-Scheduling feature that makes designating specific responsibilities easier while allowing the project manager to track progress.

Projector PSA is available at a starting subscription of $15 per user per month. Users can request a free 30-day trial of Projector.

Best Professional Service Software Comparison Chart

Here is a table where you can compare the tools we just covered in the overviews.

Tools Price
Kantata Pricing upon request
Scoro From $26/user/month (min 5 seats)
SuperOps From $59/user/month (billed annually)
Polaris PSA By Replicon From $6-29/month
ClickTime From $12/user/month
VOGSY $13/user/month
HaloPSA From £30/user/month
BigTime From $20/user/month
Hubstaff From $4.99/user/month (billed annually)
Projector From $15 per user per month
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

Compare Software Specs Side by Side

Use our comparison chart to review and evaluate software specs side-by-side.

Compare Software

How I Picked The Best Professional Services Software

A DPM’s responsibilities include nudging a project along and keeping things on track. Hence, any powerful PSA software should allow you to easily input data and effortlessly see the progress of each task.

So what do I look for when I pick the best professional services automation software? Here are the selection criteria that I’ve used in picking out the best PSA tools today:

Functionality

What is the use case that the software is best for? Does the software live up to its purpose and primary functionality?

User-Friendliness

Is the software easy to use and navigate? Can you efficiently manage your calendar, expenses, work time, and invoicing?

Integrations

I look at all the ways in which this tool can connect to others and become a hub of useful company information. Therefore, I mention if there are pre-built integrations, if you can access them through third-party connectors like Zapier, and if there are ways for you to build custom integrations using an API.

Pricing

Does the software meet your budget and provide a good ROI? As with any investment, the price plays a big role in the decision-making process. That is why I look at monthly pricing on a monthly plan and look for any free trial and demo information that can help you decide.

What are the key features of professional services software?

Here are some of the key PSA software features that you should look for:

  1. Scheduling: PSAs have scheduling capabilities that DPMs can use to manage their team’s time effectively. With the help of an excellent scheduling feature, digital project managers can prevent scheduling conflicts and ensure that all assigned tasks are completed on time.
  2. Project Management: This is probably the most critical feature for a DPM because it allows you to launch projects and easily manage them until completion. A project management feature can help a DPM optimize resource utilization and ensure that a project gets completed on time while staying within budget.
  3. Document Management: This feature allows a digital project manager and other team members to quickly share project-related documents within one storage location to avoid missing documents and allow for quick access to them when needed.
  4. Reports Generation: DPMs often need to generate reports to present a project’s impact on a company’s finances. A reports generation feature can simplify reporting so DPMs can save time while generating accurate reports.

Aside from helping professionals with project delivery management, documentation, and reporting, PSA systems also have the following features:

  • Full project accounting & project financials management
  • Calendar management
  • Team collaboration
  • Proposal generation
  • Customer relationship management
  • Resource management
  • Expense tracking, expense management, budgeting
  • Invoicing and billing
  • Business intelligence
  • Forecasting
  • Revenue recognition

What’s the Ideal First Step in Picking the Right Professional Services Automation Solution?

A typical buyer’s guide would tell you to list down the features that you want from a tool to select the best PSA software. But I suggest that you first list down the major business outcomes that you want to see for the next months or so.

If you want to have a comprehensive resource planning strategy or have a centralized location for all your documents, let those factors drive your selection process. You can then match these outcomes with the features of the project management tools. This way, you can make sure that you will be able to achieve your business goals using the PSA solution.

professional services software logos list

What's Next?

A professional services business needs of a mix of tools, just like any other company. Here is a list of other lists you might be interested in.

Related tool lists:

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Ben Aston
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 20 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. I'm a Certified Scrum Master, PRINCE2 Practitioner and productivity nut!