25 Best Project Management Software For Professional Services Reviewed In 2025
Best Project Management Software for Professional Services Shortlist
Here's my pick of the 10 best software from the 25 tools reviewed.
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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
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for scalability | Freemium version available | From $10/user/month (min of 2 seats) | Website | |
| 2 | Best for professional services automation | Free demo available | Available upon request | Website | |
| 3 | Best for managing project finances | Free plan available (one user max) | From $7/user/month (billed annually) | Website | |
| 4 | Best for integrated CRM | 14-day free trial | From $29/user/month (billed annually, min 5 seats) | Website | |
| 5 | Best for planning tools | 30-day free trial | From $13/user/month (billed annually) | Website | |
| 6 | Best for unified projects | 14-day free trial | From $45/month (billed annually) | Website | |
| 7 | Best for marketing teams | Free demo available | Pricing upon request | Website | |
| 8 | Best for unlimited users | Free plan available | From $40/user/month (minimum 5 users) | Website | |
| 9 | Best for personalized support | Free trial available | From $25/user/month | Website | |
| 10 | Best for managing discovery processes | Not available | From $19/user/month (billed annually) | Website |
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Smartsheet
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.4 -
Wrike
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2 -
monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
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.
Wrike is a scalable project management tool designed to help professional services teams plan, execute, and deliver projects efficiently. It offers features tailored to simplify workflows, manage resources, and enhance collaboration.
Why I picked Wrike: Wrike's dynamic request forms allow you to standardize new project requests, ensuring all necessary information is captured upfront. This feature accelerates project intake and kickoff, reducing delays and miscommunications. Additionally, Wrike's workload charts provide a clear view of team members' assignments, helping you balance resources effectively. This ensures optimal utilization and prevents employee burnout, leading to timely project deliveries and satisfied clients. The ability to assign the right people at the right time enhances productivity and project outcomes.
Standout features & integrations:
Features include Gantt charts, Kanban boards, automated workflows, custom project templates, real-time reporting, budgeting tools, resource allocation, task dependencies, milestone tracking, document management, time tracking, and client portals.
Integrations include QuickBooks, Skyvia, Power BI, Google Sheets, Miro, Salesforce, Tableau, Microsoft Teams, MediaValet, Zoom, Adobe Creative Cloud, and Google Drive.
Pros and cons
Pros:
- Offers diverse project management tools
- Custom workflows, dashboards, and reports
- Scalable for growing teams
Cons:
- Learning curve due to extensive features
- No built-in chat feature
Accelo is a project management platform designed specifically for professional service businesses. It offers a comprehensive suite of tools to help you manage client work from start to finish, ensuring projects are delivered on time and within budget.
Why I picked Accelo: Accelo’s automation features help cut down on repetitive manual tasks, giving your team more time to focus on billable client work. For example, the quote-to-project conversion tool lets you turn approved quotes into fully structured projects with just a few clicks, eliminating the need to recreate project plans from scratch. Similarly, bulk client billing speeds up invoicing by automatically generating accurate invoices using pre-set templates, ensuring consistency and reducing administrative effort.
Standout features & integrations:
Features include time tracking, invoicing, client database, scheduling, task dependencies, automated notifications, reporting dashboards, resource allocation, expense tracking, client portal, and workflow customization.
Integrations include Google Workspace, Microsoft 365, Microsoft Exchange & Microsoft Outlook, Xero, QuickBooks Online, HubSpot, Mailchimp, Salesforce, Zapier, Microsoft Power BI, Expensify, Gusto, Google Analytics, and others.
Pros and cons
Pros:
- Automated time tracking features
- Real-time insights into business and project performance
- Customizable to fit various project workflows
Cons:
- No free trial to test out the platform
- The mobile application lacks some functionalities compared to the web version
OnePlan is a comprehensive AI-enabled strategic portfolio management tool that helps organizations align their business strategies with execution activities.
Why I picked OnePlan: I chose OnePlan because of its powerful resource planning and professional service automation (PSA) features. OnePlan allows professional service firms to efficiently allocate resources, track billable hours, and manage project finances across the entire portfolio. Its advanced time tracking and billing capabilities ensure accurate invoicing and improved financial control. Furthermore, OnePlan's integration with popular collaboration tools fosters team collaboration and enhances project visibility.
Standout features & integrations:
Features include visual roadmaps, kanban boards, team collaboration, capacity planning, risk management, time tracking, dependency management, portfolio optimization, custom workflows, real-time dashboards, and comprehensive reporting.
Integrations include Microsoft Teams, Project For The Web, monday.com, Workday, Azure DevOps, Smartsheet, and Jira.
Pros and cons
Pros:
- Various customization options
- Resource forecasting and management tools
- Tools for managing strategic initiatives
Cons:
- Key advanced integrations limited to enterprise plan
- User interface could be easier to use
Ravetree is an all-in-one work management platform designed to address project management, resource planning, time and expense tracking, and client relationship management (CRM).
Why I picked Ravetree: The software includes a CRM system that connects with project management functions, facilitating efficient client interactions. Clients can access real-time project updates through personalized portals, enhancing client satisfaction and transparency. Ravetree also supports agile project management with features like epics and Kanban boards, allowing you to manage projects using flexible methodologies. It even offers customizable workflows and request forms to simplify approval processes for new work and retainer management features to automate invoicing for ongoing projects.
Standout features & integrations:
Features include file management, billing, team management, dashboards and alerts, company utilization insights, financial overview, custom approval workflows, project templates, repeating tasks, notification control, and comment feeds.
Integrations include Dropbox, Google Drive, OneDrive, Outlook, Gmail, QuickBooks, Google Calendar, Stripe, Exchange, Facebook, Instagram, and GitHub.
Pros and cons
Pros:
- Consolidates multiple work functions
- Supports both traditional and Agile methodologies
- Efficient management of client relationships
Cons:
- Extensive features may come with a learning curve
- Could offer more integrations
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
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
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
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
Workzone provides extensive project tracking, flexible processes, and strong reporting capabilities to help teams manage tasks and interact productively.
Why I picked Workzone: Workzone goes beyond software functionality to ensure users receive the individual attention they need to succeed. Its task management and customizable reporting features help track and prioritize customer issues efficiently, ensuring timely resolution and enhanced customer satisfaction. Workzone also offers a balance of advanced features and user-friendly design, making it accessible for teams of all sizes.
Standout features & integrations:
Features include project tracking, task management, Gantt charts, customizable reporting, document sharing, real-time collaboration tools, resource management, time tracking, project templates, workload management, email alerts and reminders, secure file storage, access control, and budgeting tools.
Integrations include Microsoft Office 365, Google Drive, Dropbox, Slack, Box, Tableu, Okta, Evernote, Tableau, and Zapier.
Pros and cons
Pros:
- Customizable reporting options
- Comprehensive feature set
- Dedicated customer support
Cons:
- Older-style interface
- Minimum user requirements may exclude smaller teams
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.
- Kantata
For resource management and planning
- Trello
For visual organization
- Hive
For user-built features
- Todoist
For simple task management
- Scoro
For comprehensive business management
- Basecamp
For team communication
- Rocketlane
For communication management
- Paymo
For streamlined invoicing
- SuperOps
For smart tracking
- Nifty
For milestone-driven planning
- Zoho Projects
For integration with Zoho suite
- Teamwork.com
For client work collaboration
- monday.com
For workflow customization
- Smartsheet
For spreadsheet-like project management
- ClickUp
For an all-in-one project solution
Related Project Management Software Reviews
If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated:
- Resource Management Software
- Workflow Automation Software
- Task Management Software
- Gantt Chart Maker
- Productivity Tools
- Project Tracking Software
- Project Scheduling Software
- Legal Project Management Software
- Project Management Software for Accountants
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
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.
Trends for Project Management Software for Professional Services
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: Project management 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. Nowadays, most tools have these features but if you want something a bit more detailed you may have to explore time tracking software.
- 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 Type | Average Price | Common Features |
| Free | $0 | Basic task management, limited projects, file storage, and activity log. Some may offer Gantt charts |
| Individual | $3.66 per month | Task management, basic scheduling and time tracking, standard Gantt charts, and file-sharing |
| Small Business | $8.90 per month/user | Collaboration tools, project tracking, Gantt chart view, embedded documents, and automations |
| Medium Business | $16.88 per month/user | More users, advanced security, Google SSO, private boards, and real-time reporting |
| Enterprise | $30-$40 per user | Customizable, negotiation possible, often with a minimum user policy, and comprehensive support |
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.
How to Choose Project Management Software for Professional Services
As you work through your unique software selection process, keep the following points in mind:
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- 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.
-
- 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.
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- Resource Management: Professional services firms need to manage human resources effectively, assigning the right people to the right tasks while avoiding over or underutilization.
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- 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.
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