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Professional Services Automation Software

Professional Services Automation (PSA) software enables the tracking, planning, management and billing of services provided by independent contractors and services organizations.

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Explore the most reviewed products by our users on the Professional Services Automation Software

Local products for New Zealand

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The #1 business management platform worldwide for companies that sell, service, and support technology. Learn more about ConnectWise PSA
Made for companies that sell, service, and support technology, ConnectWise Manage is the #1 business management platform worldwide. Today, more than 100,000 users rely on ConnectWise Manage to achieve greater accountability, operational efficiency, and profitability. The platform fully integrates business-process automation, help desk and customer service, sales, marketing, project management, cloud services and business analytics that dramatically streamline a company's operations. Learn more about ConnectWise PSA

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Run your professional services business on one integrated platform. Deliver successful projects. Operate and grow profitably. Learn more about Scoro
From sales to delivery and billing, Scoro has everything you need to take your projects from A to Z—successfully. Scale your business efficiently and profitably by combining project management, resource planning, invoicing, and business intelligence into one powerful professional services automation software. Run your projects from one place with Scoro: - Estimate and budget projects - Plan and forecast resources - Track project progress and performance - Bill your work - Forecast revenue - Gain clarity into projects, teams, and clients. Learn more about Scoro

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Ruddr is the Modern Professional Services Platform built for SMB to mid-market professional services organizations. Learn more about Ruddr
Ruddr is the simplest and most cost-effective Professional Services Automation product in the world. Ruddr is built for professional services organizations from 10 to 10,000 personnel and we support over 150 worldwide currencies. Ruddr helps you manage clients, projects, budgets, tasks, resource allocations, time, expenses, utilization, invoices, revenue, and many vital Key Performance Indicators. Learn more about Ruddr

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Rocketlane is a professional services automation software that helps teams hit project goals, shorten time to value & give a 5-star CX. Learn more about Rocketlane
Rocketlane is your one-stop professional services automation software that uniquely replaces your project management, time tracking, resource planning, business intelligence, and collaboration tools. It helps teams hit their project goals, accelerate time to value and deliver a 5-star customer experience. Start your free trial today. Learn more about Rocketlane

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Kantata is the future of PSA software, purpose-built to help PS orgs of 50 to 5000+ seamlessly manage the entire project lifecycle. Learn more about Kantata
Kantata is the future of PSA software, purpose-built to help services organizations with 50 to 5000+ employees unify resource management, project management, financial management, business intelligence and team collaboration all in one solution. Elevate your performance and unlock your potential with better operational execution throughout the entire professional services project lifecycle. Learn more about Kantata

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Polaris PSA helps professional services organizations derive hidden efficiencies and profitability across the Quote-to-Cash process. Learn more about Polaris PSA
Polaris PSA helps services organizations derive hidden efficiencies and profitability across the Quote-to-Cash process. From intelligent bid management, real-time project management, AI/ML-powered smart resourcing, and smart project risk analysis to comprehensive billing and revenue workflows, Polaris is the single source of truth for any project-based business. Polaris is designed to scale from 10 - 10000+ users and offers an intuitive, easy-to-use interface that ensures superior user adoption. Learn more about Polaris PSA

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Streamline professional services with Synchroteam’s scheduling and reporting tools. Free trial in <1 min. Live support. Learn more about Synchroteam
With Synchroteam, professional services automation becomes seamless. Manage scheduling, project tracking, and invoicing all in one place. The platform's robust reporting tools enable you to monitor performance and make informed decisions. Empower your teams with mobile access to job details and client histories, enhancing collaboration and efficiency. Start your free trial today to revolutionize your professional services operations. Learn more about Synchroteam

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
New Zealand Local product
Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Learn more about Runn
Runn is a real-time resource management platform with integrated time tracking and forecasting. Intuitively plan projects and schedule resources across the short and long term. Get a dynamic bird’s-eye view of capacity, workload and availability as you plan. Track project budgets and view forecasts of key metrics. Use Runn’s timesheets to monitor progress and compare plans with actuals. Integrate with Harvest, WorkflowMax, and Clockify. Use the API to connect your favorite tools with Runn. Learn more about Runn

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Harvest time tracking makes it easy to capture time, gain insights from past projects, and get paid for your team’s work. Learn more about Harvest
Harvest is a time tracking and management software designed to streamline operations for teams and businesses. Its intuitive interface allows employees to track time across projects, tasks, and clients. The software's reporting capabilities offer insights into project progress, team productivity, and budgets, enabling data-driven decisions. A key feature is its invoicing and payments functionality, generating invoices based on tracked time and expenses, with clients able to pay directly. Harvest integrates with accounting software like Xero and QuickBooks, simplifying financial management. Harvest offers various time tracking options, including desktop, mobile, and browser-based apps, and integrates with tools like Google Calendar. This ensures accurate data and better project management. Reminders help users stay on top of time tracking, fostering accountability. Learn more about Harvest

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
New Zealand Local product
Grow your business with all-in-one PSA software for engineering, architecture, management consulting, & software services. Learn more about Projectworks
Projectworks is professional services software that’s easy to use, connects with your ecosystem, and gives you time back to focus on the real work that drives your success. Increase your billable time by eliminating time-consuming double entry and expensive overheads across your firm. Increase your margins by accurately displaying the present state and future of your projects – while there is still time to make interventions. Grow your services business with an all-in-one solution that brings together time tracking, expenses, resourcing, budget burn, revenue & margin forecasting, invoicing, reporting, & leave. Make sure you're working efficiently by integrating Projectworks with your existing tech stack, saving you time on data double handling and letting you focus on billable work. Projectworks integrates with Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, Salesforce, and more. We’ll set your business up for success with comprehensive training and expert data migrations. Learn more about Projectworks

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
The easy way to grow your services business internationally. Learn more about VOGSY
Focus on what you do best –providing services– without the complexities of international expansion. VOGSY is a unified project and resource platform that makes it easy to set up new countries, track international projects, and connect local finance packages. - Single Project Platform - Unified Resource Pool in local currencies - Rock solid localized Project Accounting - Connect to multiple local Accounting Tools - Consolidated Single Source of Truth in Base Currency Learn more about VOGSY

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Asana is the easiest way to organize and manage all of your team's work. See why 11,000+ customers give Asana 4.5 out of 5 stars.
Asana is a professional services automation tool that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join more than 135,000 paying organizations and millions of teams across 190 countries who use Asana to get more done. Get started in minutes to try Asana. Learn more about Asana

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Employees can clock in anytime, anywhere, and from the devices they already carry- all in real time. Simple payroll integrations.
Intuitive, easy to use time clock with unlimited free phone or online support. Employees can track time anywhere using an Android or iOS mobile phone, computer, tablet, text, dial-in number and so much more with clock in/out punch card or manual timesheet flexibility. Managers can see who's working, where, what projects - all in real time. Integrated with Xero, QuickBooks, Sage, ADP, Reckon and more, TSheets syncs up real timesheet data for faster, more accurate payroll, billing and invoicing. Learn more about QuickBooks Time

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Create custom and automatic workflows to streamline your team's processes with monday.com's open platform.
The easiest way to boost productivity, monday.com Work OS is the real-time source of truth your team can depend on for all of their everyday processes. No-code automations let you put your team’s workflow on autopilot so that they can focus on meaningful work. Meanwhile, custom alerts, automatic status updates, and project flows will keep your team aligned on priorities so that you never miss your deadlines. Learn more about monday.com

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Cloud-based accounting software designed that helps small businesses with invoicing, time tracking, expense management and more.
FreshBooks is a cloud-based accounting software designed for small businesses. It offers features such as invoicing, time tracking, expense management, and financial reporting, allowing users to streamline their financial operations. It enables billing and payments, with the ability to automate recurring invoices, accept online payments, and set up late payment reminders. The expenses feature provides mobile receipt scanning, bank account imports, and automated expense categorization, keeping financial records organized and up-to-date. Learn more about FreshBooks

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work.
Smartsheet enables agility via automation - No code required! Create powerful automated workflows with simple rules any business user can create, without a single line of code, complex formulas, or help from IT. Smartsheet is the best way to plan, track, automate, and report on work. Learn more about Smartsheet

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Wrike is a professional services automation software with templates, time tracking, Gantt charts, Kanban boards, reports, and more.
Wrike is a powerful professional services software trusted by 20,000+ companies worldwide. Create a streamlined digital workplace using custom request forms, Kanban boards, Gantt charts, time tracking, real-time updates, and performance reports all in one place that can be shared company-wide. Integrate Wrike with 400+ applications to automate your everyday processes. Customize workflows and reduce the need for emails, meetings, status updates, and more. Delight clients with every project. Learn more about Wrike

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Mobile GPS time tracking & scheduling solution that helps businesses with geofencing, time tracking, costing, job management, and more.
ClockShark is a comprehensive time tracking and job management solution for field service and construction businesses. It offers mobile time tracking, paperless job management, team scheduling, and detailed time reporting to streamline operations and improve efficiency. ClockShark's intuitive mobile app allows employees to clock in and out, while the web-based platform provides managers with real-time visibility into job details, labor costs, and team productivity. Learn more about ClockShark

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
NetSuite PSA helps project-centric businesses around the world to increase revenue, decrease costs, and maximize cash flow.
NetSuite’s Professional Services Automation (PSA) solution provides a comprehensive, end-to-end solution that helps you maximise your services business performance. With NetSuite's PSA solution, you will increase visibility into your professional services organisation, improve resource utilisation, streamline invoicing and billing, elevate on-time project delivery, and drive profitability. Learn more about NetSuite

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Hubstaff boosts productivity with time tracking, automated global payroll, and more, ensuring efficient workdays and improved outcomes.
Hubstaff is a cloud-based time tracking solution for the global workforce. Integrating with various third-party apps, it offers time tracking, automated payroll, activity monitoring, GPS tracking, invoicing, and more, across desktop, web and mobile OS's. Unlock actionable productivity metrics to see how your team spends their time. Plus, level up with productivity insights that help detect false activity, manage workloads, and balance time spent in meetings. Hubstaff tackles time-draining admin work, provides peace of mind, and helps ensure that your team is working hard. Gain full control over your project costs to maximize profitability. Effortlessly tailor pay rates and billing rates, manage employee and contractor payments, and send customizable, automated invoices in one streamlined solution. Learn more about Hubstaff

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
The collaborative work management leader, helping companies plan, execute, and deliver great work and exceptional customer experiences.
Adobe Workfront is a collaborative work management solution that addresses the challenges of disconnected teams, siloed tools, and the relentless pace of enterprise work. Workfront helps you build a marketing system of record and includes capabilities to capture and plan, assign and execute, and deliver and measure work in a variety of use cases for organizations of all sizes in all industries. With Workfront, these organizations can prioritize the right work, quickly identify bottlenecks, automate processes, and deliver measurable outcomes. Learn more about Adobe Workfront

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
#1 free professional services automation platform used by over 15 million businesses worldwide. Cloud, mobile and open source code.
Bitrix24 is the only free professional services automation software suite that can handle all aspects of a typical business — from client management and billing to document management, tasks and projects, HR, time management, knowledge management, collaboration, internal communications and even call center. Importantly, Bitrix24 is available both in cloud and as self hosted software that can be installed on your server (if you go for this option, you get open source code access). Learn more about Bitrix24

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Profit from every client demand.
Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability all in one platform. Teamwork.com has more than 20,000 customers worldwide with a global team of over 350 employees. With Teamwork.com, you'll be able to track every detail, inspire team collaboration, and have full visibility into performance and profitability. Learn more about Teamwork.com

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
BQE CORE transforms the way professional service firms manage performance, people, project lifecycles, workflows, forecasts & budgets.
People and projects are the core of your professional service business. That’s why BQE Software created BQE CORE, an intuitive and flexible professional services automation solution that helps you have complete visibility and control over project and financial performance and staff utilisation. BQE CORE centralises the way your firm enters and uses information, giving you a holistic view of client, project and financial details on intelligent dashboards. This gives you the speed and insight necessary to rapidly make informed decisions and increase productivity and profits. Learn more about BQE CORE Suite

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management
Zoho Projects is a project management solution catering to small and large-scale businesses that wish to ship impeccable projects.
With 4 million users and counting, Zoho Projects emerges as a solution that facilitates real-time communication among teams, enables optimal task allocation, ensures meticulous bug tracking, generates analytical reports, and seamlessly automates workflows. A host of industry-specific project templates, a List view that allows you to make edits over just the keyboard, Gantt charts to help visualize your projects and features like Blueprints and Workflows that automate everyday tasks are some of the highlights that make Zoho Projects a powerful and dynamic project management platform for diverse industries. What's more, Zoho Projects' tight integrations with a plethora of in-house and third-party applications make it a versatile project management tool, addressing all your project management needs while keeping all your favourite apps close. Learn more about Zoho Projects

Features

  • Timesheet Management
  • Resource Management
  • Collaboration Tools
  • CRM
  • Client Portal
  • Project Tracking
  • Quotes/Estimates
  • Document Management
  • Task Management