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Best Project Management Software for Professional Services Shortlist

Here's my pick of the 10 best software from the 25 tools reviewed.

When searching for a project management software for professional services, you want a solution that can meet specific business needs while providing customization and collaboration features. However, with so many options on the market, it can be challenging to find the best fit.

To help you get started, I've tested and reviewed several tools. Here are my top picks for the best project management software for professional services.

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Best Project Management Software for Professional Services Summary

Tools Price
ProjectManager From $13/user/month (billed annually)
ProofHub From $45/month (billed annually)
Adobe Workfront Pricing upon request
Basecamp From $15/user/month
Accelo From $20/user/month (billed monthly)
Kantata Pricing upon request
Trello From $5/user/month (billed annually)
Asana From $10.99/user/month (billed annually)
Bitrix24 From $49/user/month (billed annually)
Birdview PSA From $19/user/month (billed annually)
Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

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How to Choose Project Management Software for Professional Services

As you work through your unique software selection process, keep the following points in mind:

  • Integration Capabilities: Professional services often use a variety of software for different functions, such as CRM, time tracking, and accounting.
  • Customization Options: Professional services are diverse, and what works for an IT consultancy might not suit an architectural firm. Customization allows for the creation of templates and workflows that match the unique project lifecycle of the service.
  • Resource Management: Professional services firms need to manage human resources effectively, assigning the right people to the right tasks while avoiding over or underutilization. 
  • Time Tracking and Billing: Accurate time tracking is crucial for billing clients appropriately and understanding project profitability. 
  • Scalability: As professional services firms grow, their project management needs will evolve. Software that can accommodate an increasing number of users and projects without performance degradation is essential. 

Best Project Management Software for Professional Services Reviews

Selecting the right project management software is crucial for professional services firms looking to streamline operations and enhance team productivity. Below are my reviews for the best project management tools for professional services and their specific features and integrations.

Best for planning tools

  • 30-day free trial
  • From $13/user/month (billed annually)
Visit Website
Rating: 4.4/5

ProjectManager is a cloud-based project management software designed to help teams plan, monitor, and report on projects across various industries. It offers tools for scheduling, resource allocation, and collaboration, making it suitable for managing simple tasks to complex strategic initiatives.

Why I picked ProjectManager: ProjectManager offers several superior planning tools, which set it apart from other project management software. Its detailed Gantt charts and real-time dashboards equip teams with the necessary tools for meticulous project planning. ProjectManager provides detailed project plans with features like task dependencies and milestones, which are vital for effective project planning.

Standout features & integrations:

Features include Gantt charts for detailed planning, dashboards for real-time project data, and workflow automation to improve efficiency. It also offers Kanban boards, task lists, collaboration tools, and comprehensive reporting capabilities.

Integrations include Google, Microsoft Office 365, Slack, Jira, Dropbox, Trello, Salesforce, Xero, and Zapier.

Pros and cons

Pros:

  • Extensive integration capabilities with over 1,000 apps
  • Real-time dashboards for project tracking
  • Comprehensive Gantt charts and planning tools

Cons:

  • Potential learning curve for new users
  • Higher cost compared to some alternatives

Best for unified projects

  • 14-day free trial
  • From $45/month (billed annually)
Visit Website
Rating: 4.3/5

ProofHub centralizes all project information, allowing teams to manage tasks, track time, and interact in a single location.

Why I picked ProofHub: ProofHub offers a valued set of features that cater to various aspects of project management, making it a versatile tool for different teams. Its ability to unify projects under one system is what makes it different from other project management software. ProofHub provides a centralized platform for task management, time tracking, and collaboration, which simplifies project workflows and enhances team coordination.

Standout features & integrations:

Features include task management, time tracking, Gantt charts, Kanban boards, calendar integration, file sharing, real-time collaboration, project templates, custom workflows, notes and discussions, chat and announcements, reporting and analytics, and access controls.

Integrations include Dropbox, Google Drive, Box, iCal, Freshbooks, QuickBooks, GitHub, Bitbucket, Zapier, and OneDrive.

Pros and cons

Pros:

  • Dedicated spaces for collaboration
  • Unlimited users with flat pricing
  • Built-in proofing features for creative projects

Cons:

  • May have a learning curve for new users
  • Inconsistent user interface

Best for marketing teams

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.1/5

Adobe Workfront enables strategic alignment of initiatives with company goals, ensuring that marketing efforts contribute to business results.

Why I picked Adobe Workfront: Adobe Workfront offers visibility and control over projects, aligning them with the broader business strategy. Its strategic project alignment and in-depth work management capabilities make it a top choice among project management software for professional services. 

Standout features & integrations:

Features include project management, task management, resource management, time tracking, customizable dashboards, automated workflows, document management, proofing and approval workflows, portfolio management, real-time collaboration tools, Gantt charts, reporting and analytics, mobile app support, goal tracking, budget management, and advanced search and filtering options. 

Integrations include Jira, Slack, Salesforce, Adobe Creative Cloud, Microsoft Teams, Google Workspace, Zapier, Docusign, ServiceNow, and Tableau.

Pros and cons

Pros:

  • Real-time reporting for improved decision-making
  • Comprehensive project and resource management features
  • Strategic alignment of projects with business goals

Cons:

  • Steep learning curve due to complex features
  • May be complex to implement for smaller teams

Best for team communication

  • 30-day free trial
  • From $15/user/month
Visit Website
Rating: 4.1/5

Basecamp provides a centralized space for discussions, tasks, and file sharing, preventing fragmented interactions and congested email inboxes.

Why I picked Basecamp: Basecamp provides a straightforward approach to enhancing team communication. Its unified platform for discussions and file sharing distinguishes it from other project management software. Basecamp consolidates all communication in one accessible location, which is essential for the efficiency of professional services.

Standout features & integrations:

Features include to-do lists, message boards, real-time group chat, file sharing and storage, project schedules, automatic check-ins, document and file management, client access, task assignments, calendar integration, activity view, time tracking, project templates, milestone management, and notifications and reminders.

Integrations include Zapier, Slack, G-Suite, Trello, GitHub, Xero, Everhour, Harvest, Asana, and Time Doctor.

Pros and cons

Pros:

  • Intuitive design and user-friendly interface
  • The flat pricing model is beneficial for teams with many users
  • Centralized platform for all team communication

Cons:

  • Some integrations require third-party services
  • Limited customization options compared to some competitors

Best for service operations

  • 7-day free trial + free live demo
  • From $20/user/month (billed monthly)

Accelo automates and centralizes client communication, project management, and billing to improve efficiency and customer satisfaction.

Why I picked Accelo: Accelo provides a specialized suite for managing client work, distinguishing itself from other project management tools. Its ability to adapt to various project management styles and automate processes is crucial for service-based companies looking to maintain efficiency and increase profitability.

Standout features & integrations:

Features include project management, time tracking, resource scheduling, client relationship management, automated invoicing and billing, task management, real-time collaboration, workflow automation, custom dashboards and reporting, email integration, client portal access, sales tracking, contract management, and expense tracking.

Integrations include Google Workspace, Microsoft 365, HubSpot, Mailchimp, Xero, QuickBooks Online, Salesforce, Jira, Slack, and Zoom.

Pros and cons

Pros:

  • A broad range of integrations with popular business tools
  • Real-time insights into project resources and financials
  • Adaptable project management for various methodologies

Cons:

  • Detailed processes and functionality, leading to a steeper learning curve
  • Complex setup process

Best for resource management and planning

  • Pricing upon request

Kantata is designed to streamline and enhance project management, resource planning, and financial tracking for businesses. It provides users with a detailed solution for managing the entire project lifecycle, from planning and execution to delivery and analysis.

Why I picked Kantata: Kantata offers a variety of tools specifically designed to handle unique business demands. Its advanced features for resource planning, financial tracking, and real-time analytics enable businesses to optimize operations, enhance collaboration, and improve profitability. Additionally, Kantata's intuitive interface and integration capabilities make it easy to implement and use across various teams and projects.

Standout features & integrations:

Features include project management, resource planning, financial tracking, real-time analytics, time and expense tracking, customizable dashboards, workflow automation, invoicing and billing, collaboration tools, document management, Gantt charts, budgeting and forecasting, client management, and comprehensive reporting capabilities.

Integrations include Slack, Jira, HubSpot, Salesforce, QuickBooks, Xero, Concur, Expensify, and Zendesk.

Pros and cons

Pros:

  • Client portal access
  • Real-time data analytics
  • In-depth resource management and business intelligence capabilities

Cons:

  • Steep learning curve
  • Occasional performance issues with larger projects

Best for visual organization

  • 14-day free trial + free plan available
  • From $5/user/month (billed annually)

Trello creates straightforward boards, cards, and lists to provide a clear overview of projects.

Why I picked Trello: Trello’s visual system of boards, cards, and lists help businesses organize projects in an immediately understandable way. It enables teams to manage their projects with a clear visual structure, which is essential for keeping tasks streamlined and accessible.

Standout features & integrations:

Features include visual task management with boards, lists, and cards, drag-and-drop functionality, customizable workflows, due dates and reminders, checklists within cards, attachments and file sharing, labels and tags for organization, collaboration tools with comments and mentions, calendar view, automation with Butler, team boards and permissions, mobile app support, real-time updates, and activity logs.

Integrations include Slack, Google Drive, Dropbox, Box, OneDrive, Salesforce, Evernote, Mailchimp, Toggl, GitHub, and Zapier.

Pros and cons

Pros:

  • Wide range of integrations with other tools and services
  • Customizable workflows with Power-Ups and Butler automation
  • Intuitive visual interface with boards, lists, and cards

Cons:

  • Limited offline functionality
  • Basic reporting and analytics

Best for task management and allocation

  • 30-day free trial + free plan available
  • From $10.99/user/month (billed annually)

Asana divides projects into shared tasks and timelines, allowing for clear communication and efficient cooperation across teams.

Why I picked Asana: Asana succeeds in facilitating work management for professional services. Its ability to help teams stay organized and communicate effectively makes it unique. Additionally, Asana’s comprehensive features enable teams to track projects and tasks, ensuring accountability and streamlined workflows.

Standout features & integrations:

Features include task management, project timelines, customizable dashboards, task dependencies, project templates, team collaboration tools, calendar view, file attachments, milestones tracking, automated workflows, real-time project updates, goal tracking, workload management, reporting and analytics, and advanced search and filtering options.

Integrations include Slack, Google Drive, Zoom, Salesforce, Jira, GitHub, Trello, Dropbox, and Adobe Creative Cloud.

Pros and cons

Pros:

  • Automation features to reduce repetitive tasks
  • Robust search and reporting tools for actionable insights
  • Intuitive design that supports various project views

Cons:

  • Basic reporting features
  • Limited hierarchical structure for larger projects

Best for unlimited users

  • 15-day free trial + free plan available
  • From $49/user/month (billed annually)

Bitrix24 provides broad collaboration features, task and project management capabilities, and integrated communication tools to help streamline workflows and increase productivity.

Why I picked Bitrix24: Bitrix24 provides a robust set of tools that cater to various aspects of project management and team collaboration. Its ability to support an unlimited number of users on the free plan without additional costs makes it stand out from other project management software. Bitrix24 offers a scalable solution that can grow with a company, from startups to large enterprises, without the worry of increasing subscription costs as the team expands.

Standout features & integrations:

Features include task management with options like Kanban boards and Gantt charts, advanced reporting, automated workflows, real-time collaboration tools, CRM capabilities, file sharing, storage solutions, and mobile access.

Integrations include Jira, Trello, Asana, Stripe, Mailchimp, Microsoft Office 365, Google Workspace, Dropbox, and Xero.

Pros and cons

Pros:

  • Over 400 native integrations
  • Wide range of project management and CRM features
  • Unlimited users on the free plan

Cons:

  • The setup process can be time-consuming
  • The interface can be complex for new users

Best for service automation

  • From $19/user/month (billed annually)

Birdview PSA provides full-cycle features that enable firms to plan, manage, and forecast resources, money, and projects all in one place.

Why I picked Birdview PSA: Birdview PSA offers a complete suite of tools for professional services automation. Its valued approach to managing the entire delivery process for services companies makes it stand out from other project management software. Birdview PSA streamlines the entire service delivery process, from resource planning to project accounting, and offers a free client portal, which is essential for automating client-facing services.

Standout features & integrations:

Features include project and portfolio management, resource planning and scheduling, time tracking, project budgeting, collaboration tools, and approvals. It also offers advanced features like business intelligence, AI assistants for project planning, and enhanced security measures.

Integrations include Microsoft Teams, Adobe Creative Cloud, Jira, Zapier, Workato, Google Workspace, QuickBooks, Salesforce, Slack, and GitHub.

Pros and cons

Pros:

  • Advanced security features and integrations
  • Free client portal for service automation
  • Customized workflows tailored to specific project requirements

Cons:

  • Limited customization options
  • Lower mobile app functionality compared to desktop version

Other Project Management Software for Professional Services

Below is a list of additional project management software for professional services that I shortlisted. While they didn’t make the top list, they are still worth checking out.

If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated:

Selection Criteria for Project Management Software for Professional Services 

Selecting the right project management software for professional services involves a careful analysis of functionality and the ability to meet specific use cases that are critical for buyers.

As an expert who has personally tried and researched several project management tools, I have developed a set of criteria that reflect the most important aspects buyers should consider.

Core Functionality (25% of Total Weighting Score):

  • Task assignment and tracking
  • Time tracking and reporting
  • Resource allocation and management
  • Collaboration and communication tools
  • Budgeting and financial tracking

Additional Standout Features (25% of Total Weighting Score):

  • Innovative scheduling tools, such as interactive Gantt charts with real-time updates
  • Advanced analytics and reporting capabilities that provide deeper insights into project performance
  • Integration with other business systems, like CRM and ERP, for a more connected workflow
  • Customization options that allow the software to adapt to the unique processes of a professional services firm
  • Mobile app availability for on-the-go project management and updates

Usability (10% of Total Weighting Score):

  • Intuitive navigation and user interface that reduce the learning curve
  • Clear and concise dashboard displays for at-a-glance project status
  • Drag-and-drop functionality for ease of scheduling and task management
  • Visual project timelines that simplify complex project data

Onboarding (10% of Total Weighting Score):

  • Comprehensive training materials, such as video tutorials and user guides
  • Pre-built project templates that speed up the setup process
  • Interactive product tours that familiarize new users with key features
  • Responsive customer service that assists with initial setup and troubleshooting

Customer Support (10% of Total Weighting Score):

  • Availability of support through multiple channels, including live chat, email, and phone
  • A knowledgeable and responsive support team that understands the nuances of professional services
  • Community forums or user groups for peer-to-peer assistance and advice
  • Regular updates and clear communication about new features and improvements

Value For Money (10% of Total Weighting Score):

  • Transparent pricing models that align with the features and benefits offered
  • Scalability of the pricing structure to accommodate growing professional services firms
  • Free trials or demos that allow for hands-on evaluation before purchase
  • Clear ROI indicators that justify the investment in the software

Customer Reviews (10% of Total Weighting Score):

  • Positive feedback on user experience and ease of use
  • Testimonials that highlight successful implementation and impact on project outcomes
  • Critiques that provide constructive insights into potential areas for improvement
  • Overall satisfaction ratings that reflect the software's performance in real-world scenarios

Here are some current and interesting trends I'm noticing in project management software for professional services:

  • Integration with AI and Machine Learning: Artificial intelligence and machine learning are becoming integral to project management software. They predict project risks and automate routine tasks, freeing up professionals to focus on complex issues. 
  • Emphasis on Real-Time Collaboration: Software now prioritizes features that support instant communication and document sharing. Teams can collaborate synchronously, regardless of location, which is vital for timely project delivery. 
  • Increased Use of Data Analytics: Data analytics tools are being woven into project management software. They provide insights into performance metrics and forecast outcomes, enabling data-driven decisions. 
  • Rise of Mobile Project Management: Mobile access to project management tools is on the rise. It allows managers and teams to stay connected to their projects from anywhere.
  • Enhanced Customization and Flexibility: Software is offering more customization options to fit diverse project needs. Users can tailor workflows and interfaces to their specific service sector.

What is Project Management Software for Professional Services?

Project management software is a digital tool designed to help individuals and teams plan, execute, and manage projects efficiently. When made for professional services, it can help businesses manage project timelines, resources, and client deliverables effectively.

It often includes tools for task scheduling, resource allocation, time tracking, and communication, centralizing project management workflows, while providing visibility into project progress.

Features of Project Management Software for Professional Services

When selecting project management software for professional services, make sure to keep an eye out for these essential features:

  • Time Tracking: Time tracking features allow for accurate recording of time spent on tasks. It's essential for billing clients accurately and understanding team productivity.
  • Task Management: To streamline workflows, it's important for businesses to be able to easily track and manage project tasks. This ensures that team members are clear on their responsibilities and deadlines.
  • Resource Management: Resource management helps to allocate personnel and assets effectively. With this feature, leaders can ensure that projects are properly staffed and resources are not overcommitted.
  • Financial Management: A good project management software will offer tools for budgeting, expense tracking, and invoicing. This is important for maintaining the profitability and financial health of projects.
  • Collaboration Tools: In today's hybrid work environment, leader need to be able to maintain communication and coordination among team members. This is key to maintaining a cohesive team and ensuring everyone is aligned on project goals.
  • Document Management: Make sure to choose a software that helps users store and share project documents successfully. This keeps all team members informed and ensures that everyone has access to the latest information.
  • Reporting and Analytics: This feature offers insights into project performance and progress. It's essential for making informed decisions and identifying areas for improvement.
  • Integration Capabilities: When shopping for a new software, make sure it connects with your current stack. This is vital for maintaining a connected workflow and reducing the need for multiple platforms.
  • Customization: This enables the software to be tailored to the specific needs of a project or organization. During your search for a new software, consider how it could be changed to fit your team's requirements.
  • Mobile Access: Today, it's important to have the ability to access the software from anywhere. This is vital for teams that are on the go or work remotely, to ensure they can stay connected to their projects.

Benefits of Project Management Software for Professional Services

The right project management software can significantly improve the efficiency and effectiveness of an organization's operations. But these aren't their only perks. Here are some more benefits you can expect with project management software for professional services:

  • Enhanced Collaboration: By providing a centralized platform for information sharing and communication, team members can stay updated and work together more effectively, regardless of their physical location.
  • Improved Scheduling: The software allows for the creation of detailed project schedules, which helps in allocating resources appropriately and managing time effectively, ensuring that deadlines are met.
  • Comprehensive Reporting: Users can generate detailed reports to gain insights into project performance, which aids in making informed decisions and keeping stakeholders informed about the project's progress.
  • Budget Management: With project management software, users can track expenses, forecast costs, and manage budgets to prevent overspending and ensure the financial health of the project.
  • Risk Mitigation: The software helps in identifying possible risks early in the project lifecycle, allowing teams to take preemptive measures to mitigate them and reduce the likelihood of project derailment.

With these added benefits, teams can improve collaboration, streamline schedules, offer detailed reporting for insights, and help mitigate risks across projects. These perks help to make this type of software essential for delivering projects on time, within budget, and to client satisfaction.

Costs and Pricing of Project Management Software for Professional Services

When it comes to project management software for professional services, there are several plans available, each with different pricing structures and features to accommodate the diverse needs of businesses. Understanding these options is essential for software buyers who may be new to project management tools.

Below is a table outlining the different types of plans often available for project management software for professional services and common features:

Plan Comparison Table for Project Management Software for Professional Services

Plan TypeAverage PriceCommon Features
Free$0Basic task management, limited projects, file storage, and activity log. Some may offer Gantt charts
Individual$3.66 per monthTask management, basic scheduling and time tracking, standard Gantt charts, and file-sharing
Small Business$8.90 per month/userCollaboration tools, project tracking, Gantt chart view, embedded documents, and automations
Medium Business$16.88 per month/userMore users, advanced security, Google SSO, private boards, and real-time reporting
Enterprise$30-$40 per userCustomizable, negotiation possible, often with a minimum user policy, and comprehensive support
A breakdown of plan types, costs, and features for project management software for professional services.

When considering a project management software, buyers should focus on the specific problems they need to solve and the total value the solution will bring to their organization. Cost-effectiveness and the ability to scale with the business are key considerations for each plan.

Project Management Software for Professional Services FAQs

Here are some of the frequently asked questions I get asked about project management software for professional services.

Is project management software suitable for small professional services firms?

Project management software is suitable for firms of all sizes, including small professional services firms. Many software providers offer scalable solutions that can grow with the firm. Small firms can benefit from the organizational and efficiency improvements that the software provides, which can be particularly valuable as they look to expand their operations.

What should professional services firms consider when implementing project management software?

When implementing project management software, professional services firms should consider their specific needs, the size and complexity of their projects, and their budget. It’s important to involve key stakeholders in the selection process and to choose a solution that offers the right balance of features and usability. Additionally, firms should plan for adequate training and support to ensure a smooth transition and to maximize the benefits of the new system.

Is cloud-based project management software better than on-premise solutions?

Cloud-based solutions offer greater flexibility, scalability, and accessibility, making them a preferred choice for many businesses, though specific needs may dictate the choice.

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Hermann Fink
By Hermann Fink

Hermann Fink is a technology enthusiast and the co-founder of Rünna Advertising, a multinational digital agency that has been active for over a decade and served clients like Ford, AstraZeneca, Disney, and Didi. In addition to being a business owner, Hermann gathered corporate experience in project management during his time at Hewlett Packard in the mid-2010s.