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Best Professional Services Automation Software in 2024

What is PSA Software?

Professional Services Automation software (PSA) is a tool specifically designed to help professionals, like consultants, lawyers, accountants, and IT specialists, streamline and automate their core business processes. Think of it as an all-in-one platform that takes care of the administrative and operational work so they can focus on delivering exc... Read Buyer’s Guideimg

Top 5 Professional Services Automation Software in 2024

  • top product arrowWrike
  • top product arrowNetSuite OpenAir
  • top product arrowScoro
  • top product arrowConnectWise PSA
  • top product arrowKlient

Best Professional Services Automation Software

(Showing 1 - 10 of 18 products)

Most PopularNewest FirstTop Rated Products


Brand: Wrike


4.8 out of 5

(2 user reviews)

Wrike is an all in one project management Sofware and collaboration software used primarily for facilitating easy communication between multiple teams so... Read More About Wrike img

$10 /Year

NetSuite OpenAir

NetSuite OpenAir

Brand: Oracle

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NetSuite OpenAir is cloud-based PSA software aiding organizations in managing projects, resources, and finances.... Read More About NetSuite OpenAir read review arrow

Price On Request



Brand: Scoro Software

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Scoro is a complete Event Management Software designed to serve Startups, SMBs, SMEs and Agencies. This Event Management Software for Web-Based has a simpl... Read More About Scoro img

Price On Request

ConnectWise PSA

ConnectWise PSA

Brand: ConnectWise

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ConnectWise PSA is a comprehensive business management solution for modern MSPs.... Read More About ConnectWise PSA read review arrow

Price On Request



Brand: Klient


4.4 out of 5

(0 user reviews)

... Read More About Klient img


Professional Services Automation Software Product List Top Banner - 1
Professional Services Automation Software Product List Top Banner - 2


Brand: Ruddr


4.5 out of 5

(0 user reviews)

Ruddr software streamlines project management with task management, scheduling, and communication tools, enhancing team collaboration and productivity.... Read More About Ruddr read review arrow


Birdview PSA

Birdview PSA

Brand: Logic Software


4.6 out of 5

(0 user reviews)

Birdview PSA is a professional services automation (PSA) software that helps businesses manage projects, resources, and finances efficiently, streamlining... Read More About Birdview PSA read review arrow


Beyond Software

Price On Request

Q360 PSA

Q360 PSA

Brand: Solutions360

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... Read More About Q360 PSA img

Price On Request



Brand: Kantata

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Kantata is a cloud-based project management software for small to medium-sized businesses. Features: task management, collaboration tools, time tracking. U... Read More About Kantata read review arrow

Price On Request

Last Updated on : 10 Apr, 2024

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Best Professional Services Automation Software FAQ’s

Software questions,

PSA is a comprehensive software application suite designed to assist service-oriented businesses in managing their fundamental business processes.

In IT, PSA stands for Professional Services Automation. It represents a software application suite tailored to help service businesses effectively manage their core business processes.

The primary distinction lies in focus. ERP (Enterprise Resource Planning) primarily handles tangible assets like products and stock, while professional service automation software concentrates on intangible assets and the service-based industry, catering to professions like consultants and accountants.

Professional Services Automation software may have limited configuration options, especially in basic solutions. Integration challenges with existing IT applications like CRMs, ERPs, accounting, and HRMS can lead to compromised data integrity and decision-making. Standardization may pose issues for companies focusing on shorter, more flexible projects, impacting execution and adaptability.

Professional Services Automation Software Reviews




“The great advantage of all your information in one place is huge. The team can use one place for all their organizational needs.”

- Rinku Chelani

See all Wrike reviewsimg



“Great for managing high-level projects and milestones. This gives a complete picture for the whole team in a glance.”

- Sanjay varma

See all Wrike reviewsimg

Professional Services Automation Software Price List In India

Professional Services Automation Software Cost
Top Professional Services Automation Software Starting Price Rating
Wrike$9.80 /Year4.8
Klient$49.00 4.4
Ruddr$12.00 4.5
Birdview PSA$41.00 4.6

Buyer's Guide for Top Professional Services Automation Software

Found our list of Professional Services Automation Software helpful? We’re here to help you make the right choice and automate your business processes. Let’s discover some of the essential factors that you must consider to make a smarter decision!

  • What is PSA Software?
  • Why Use PSA Software?
  • Who Uses PSA Software?
  • Key Features of PSA Software
  • Major Benefits of PSA Software
  • Top PSA Software Comparison
  • Factors to Consider when Buying PSA Software
  • Major PSA Software Trends

What is PSA Software?

PSA Software, or Professional Services Automation Software, is crafted as a specialized tool to support the efficient management and optimization of business operations for professional services organizations. Serving as a centralized platform, it helps medium and large companies manage with intricate service portfolios and international presence.

PSA professional services automation software is a one-stop platform that ensures everything runs efficiently, from improving workflows to boosting profits and delivering services effectively. It also brings together all the important tasks, such as handling demand, sales, and service delivery.

Why Use PSA Software?

Professional Services Automation Software emerges as a game-changer for companies providing professional services, streamlining complex operations and replacing the need for multiple disparate systems. Here are some key reasons why businesses use PSA Software;

  • Streamlined Operations: PSA project management software acts as a unified solution, replacing the use of varied systems across different departments like accounting, project management, and customer relationship management (CRM). This consolidation simplifies processes, fostering seamless collaboration and communication between teams.
  • Optimized Resource Management: For professional services companies, efficient allocation of human and material resources is paramount. The best PSA Software allows businesses to optimize resource allocation, minimizing waste, and deliver high-quality projects while maintaining profitability.
  • Cost and Profitability Monitoring: Utilizing a unified system, professional services automation tools enable services companies to meticulously track resource costs associated with project delivery. It aids accounting teams in managing revenues, comparing them to costs, and providing insights into the overall profitability of the company.

Who Uses PSA Software?

Various agency types, such as consultancy, marketing, design, or development can use PSA project management software. PSA software usually provides portals for customers to access certain types of information such as the progress of their projects or to submit customer service requests. Here are some of the departments that need PSA the most;

  1. Project and portfolio managers: Project managers and the Project Management Office (PMO) team find PSA Software indispensable for defining tasks, allocating resources, and coordinating activities that are necessary to deliver services. Professional service software simplifies the grouping of similar services into portfolios, promoting resource sharing for enhanced efficiency. It also offers features to monitor projects across teams and portfolios, identify bottlenecks, and implement corrective actions.
  2. Sales and marketing: In highly competitive service markets, companies strive to distinguish themselves from rivals. To achieve this, marketing teams employ personalized campaigns aimed at attracting prospects with a higher likelihood of converting into customers. Sales teams utilize Professional Services Automation Software to cultivate relationships with both prospects and existing customers, thereby enhancing satisfaction and fostering loyalty. PSA Software additionally offers insights into upsell opportunities and valuable data regarding the most profitable services, aiding companies in strategic decision-making.
  3. Accounting teams: Accountants rely on PSA software to monitor various costs, including consulting hours and travel expenses, ensuring that projects and services contribute to overall profitability. PSA aids in accurate invoicing and ensures timely payments from customers. For larger companies, PSA is instrumental in consolidating financial data from multiple business entities. Furthermore, it assists finance professionals in month and year-end closing processes and facilitates the generation of financial statements.

Key Features of PSA Software

Professional Services Automation Software is designed to enhance the operational efficiency of agencies. Following are the key features that make professional service automation software an invaluable asset for service-oriented businesses;

  1. Project management: At the core of service-oriented businesses, projects take the spotlight. Every service, be it consulting or software development, relies on one or more projects to manage resources, schedules, deadlines, and deliverables. Professional services software solutions guide and manage these projects, whether it's dealing with them individually or as part of a larger group.  
  2. Portfolio management: Service companies often focus on specific industries, like marketing, IT, or business consulting. Within these industries, companies offer various services, ranging from software development to technical support for IT. These services can take different forms, such as varying support levels or frequencies (one-time versus ongoing). To streamline management, projects related to a specific service type are grouped into portfolios, allowing cohesive tracking and management. Because these projects share similarities, they can efficiently utilize resources, knowledge, and key performance indicators (KPIs).
  3. Resource management: The operational costs of a services business heavily involve human and material resources. For successful project delivery within the set timeframe and budget, users of Professional Services Automation must be aware of resource availability, allocation timings, and methods to prevent bottlenecks. Since projects often change, resource utilization and planning needs to be flexible to adapt.
  4. Project accounting: Traditional accounting software handles financial data at the company level, overlooking project or portfolio specifics. To fill this gap, PSA software provides functionality for project accounting.  This includes tracking costs and profitability at the project or portfolio level, offering a more detailed financial perspective for informed decision-making.
  5. Sales and marketing: The majority of Professional Services Automation products encompass features for sales and marketing, including aspects like customer and communications management. PSA aids users in defining and managing pricing and discounts for the company's services. In instances requiring more advanced functionalities, such as lead management, PSA software typically integrates seamlessly with Customer Relationship Management (CRM) and sales software.
  6. Collaboration: Facilitating collaboration enhances employee productivity with the sharing of knowledge, content, and collaborative efforts on tasks and projects. This proves especially valuable for complex projects and challenging tasks that require the collective expertise of a team. External users, including freelancers, also find value in utilizing Professional Services Automation features like workspaces so that they can easily collaborate with the company's employees.

Major Benefits of PSA Software

Professional service software acts as a central data repository and helps businesses revolutionize project management and enhance customer satisfaction. Below are some of the major benefits of PSA Software;

  1. Unified Data Repository: PSA Software serves as a centralized hub, consolidating data from all departments within a professional services company. This unified repository ensures that crucial information is easily accessible for collaboration and informed decision-making across the organization.
  2. Collaborative Project Management: A standout feature of PSA Software lies in its ability to manage projects, tasks, and activities collaboratively. This collaborative approach significantly boosts employee productivity and efficiency. By providing a shared platform, team members can seamlessly coordinate, share insights, and collectively contribute to project success.
  3. Customer Satisfaction Enhancement: PSA Software aligns customer demand with the capabilities of the company. This strategic alignment ensures that the services offered can be successfully delivered, thereby enhancing customer satisfaction. By optimizing workflows and resource allocation, PSA Software contributes to the seamless execution of services, meeting and exceeding customer expectations.

Top PSA Software Comparison

Here are top ten PSA software examples, along with their features and prices;

Top PSA Software Comparison
Softwares Features Prices
Certinia PSA Billing & Invoicing, Portfolio Management, CRM, Collaboration Tools, Client Portal Price On Request
ConnectWise PSA Billing & Invoicing, Resource Management, Time Tracking, Quote Management, Expense Tracking Price On Request
BigTime Client Portal, Document Management, Collaboration Tools, Portfolio Management, Proposal Management Starting at $20
NetSuite OpenAir Task Management, Task Scheduling, Project Planning, Time & Expense Tracking, Timesheet Management Price On Request
Ruddr Billing & Invoicing, Project Planning, Task Management, Progress Tracking, Task Scheduling  
Asana Boards, Calendar, Custom Fields, Dashboard, Integrations Starting at $13.49 per month Manage everything in one place, Collaborate, On-the-go with our app, Gain Full Flexibility, High-Level Picture Starting at $12
QuickBooks Time Billing & Invoicing, Collaboration Tools, Time & Expense Tracking, Timesheet Management, Project Planning Starting at $20.00 per month
Wrike Collaboration, Graphical analysis, Templates, Task Management, Integrations Starting at $10
Smartsheet Automation, Admin Center, Dashboard, Modular Connectors, Secure Content Collaboration Starting at $7

Factors to Consider when Buying PSA Software

Consider the following crucial factors when evaluating enterprise best PSA tools;

  1. Effective Enterprise Resource Management: A professional services software solution should excel in identifying, tracking, and recommending resources required for projects. This includes not only assessing billable rates but also evaluating skills and availability against profiles. By streamlining resource allocation, especially across regions, PSA software not only makes the process swift but also ensures enhanced efficiency and maximized billable utilization.
  2. Clear Project Management Against Activities and Milestones: Beyond traditional Gantt charts, a best professional services software must offer real-time visibility into project activities, including work progress, remaining tasks, estimated completion, and deadlines. This transparency around projects helps project managers to make proactive decisions.
  3. Next-level Client Management: Prioritize a PSA professional services automation software that consolidates customer, vendor, and internal department management into one platform. Configurable reports and views provide real-time visibility to clients by offering insights into project progress, costs, and profitability. This transparency strengthens client relationships and facilitates informed decision-making.
  4. Easy Project Financials Management: Efficient billing is an important aspect of project management. A PSA solution should streamline the invoicing process, accommodating complexities like milestone-based payments or varied service agreements. Advanced financial capabilities ensure accurate proposals, preventing cost overruns and optimizing margins. Versatile bill plan modeling for diverse billing needs further enhances enterprise flexibility.
  5. Additional Software Integrations: In addition to managing timesheets and expenses, a PSA solution should integrate with other software systems. Integration with Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems improves overall project data coherence and provides a holistic view of the project lifecycle and business impact.
  6. Built-in Analytics: For informed decision-making, PSA software must provide real-time insights into project performance, resource utilization, billing forecasts, and budget versus actuals. Customizable dashboards catering to various roles within the organization ensure that every stakeholder gains valuable insights for agile responses and strategic decision-making.
  7. Enterprise-ready Cloud and Mobile Capabilities: Opt for a PSA solution that transcends being a mere feature in the Enterprise Resource Planning (ERP) system. It should be an enterprise-grade product with cloud-based flexibility, scalability, and configurability. Additionally, mobile capabilities are essential for professionals on the move, providing convenient projects, resources, and financial management on the go.

Major PSA Software Trends

Professional Services Automation software is undergoing continuous evolution to meet the demands of diverse industries. This evolution manifests in various trends that shape the functionalities and scope of PSA software;

  • Remote Work Adaptations: As the workforce increasingly embraces remote arrangements, PSA software has tailored its features to support collaboration. External users, including freelancers, can engage with the professional services automation tools and collaborate while maintaining restricted access to sensitive data. Advanced collaboration tools like workspaces, discussions, and online meetings facilitate efficient remote work practices to meet the evolving demands of a dispersed workforce.
  • Strategic Portfolio Management: For large service-oriented enterprises, optimizing product portfolios is crucial. Some PSA products now incorporate strategic portfolio management functionalities for enterprises to define and implement strategies for portfolio optimization. While these features may not be imperative for small to medium-sized businesses (SMBs) in the service sector, they prove indispensable for medium to large companies operating in project-centric industries like architecture, engineering, and construction (AEC).

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