Our picks · 5 tools reviewed
Software for service firms that combines project delivery, time and expense, billing and utilization in one system. Below: the names buyers expect to see, the newer tools gaining ground, and how their key features and prices compare. How we pick; nobody pays for a place here.
| Feature |
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|---|---|---|---|---|---|
| Pricing | Contact sales | Contact sales | Contact sales | Paid | $49/user/mo |
| Best for | Small and mid-size consulting, agency and IT services firms that run retainer and fixed-fee work and track margin per client. | Mid-size and enterprise consulting and IT services firms that already run on Salesforce. | Mid-size and enterprise consulting, IT services and agency firms that staff and forecast engagements from one system. | Agencies and consultancies that track budgets, utilization and margin per project. | SaaS and fintech implementation teams that run customer onboarding projects with a client-facing portal. |
| Team size | 2–500 people | 51–500+ people | 51–500+ people | 2–500 people | 2–500 people |
| Project and task delivery | Yes | Yes | Yes | Yes | Yes |
| Time and expense tracking | Yes | Not listed | Not listed | Yes | Not listed |
| Billing and invoicing | Yes | Not listed | Not listed | Yes | Not listed |
| Utilization reporting | Yes | Not listed | Not listed | Not listed | Yes |
| Project profitability | Yes | Not listed | Yes | Yes | Yes |
| Retainer and fixed-fee billing | Yes | Not listed | Not listed | Not listed | Not listed |
| Visit | Visit | Visit | Visit | Visit | Visit |
The best-known professional services automation tools: the ones most buyers shortlist.
Professional services automation Category leader
PSA for client work, resourcing and project profitability
Key features
Professional services automation Category leader
Salesforce-native PSA for services revenue and delivery
Key features
Professional services automation Category leader
PSA platform for delivery, resourcing and financials
Key features
Newer tools with real traction and a clear difference from the leaders.
Professional services automation Rising
Agency and consultancy PSA with budgets, resourcing and invoicing
Key features
Professional services automation Rising
PSA for customer onboarding and implementation teams
Key features
Browse and filter all professional services automation software