Best Nonprofit Professional Services Automation Software - Page 5
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Compare the Top Nonprofit Professional Services Automation Software as of April 2026 - Page 5
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1
Skyline Lite
Skyline Software
Skyline Lite is an off the shelf service software package for SME service providers that can be fully implemented in a matter of days. Comprising of a number of modules covering all aspects of service management, Skyline Lite offers a simple yet comprehensive solution that can adapt and grow with your business. Incorporating both workshop and field service capabilities will enable proactive service management, workforce optimisation, streamline procedures and highlight where cost saving can be made. The mobile workforce application gives live updates from field staff and ensures best practice is followed allowing a consistent service for all customers. Direct client portals for booking, tracking and reporting dashboards can also reduce costs and act as an additional marketing tool when offering services to clients both old and new.Starting Price: $67.52 per month -
2
N-able MSP Manager
N-able
You’re in this business to make money (and to provide outstanding IT service). Yet, too often, help desk software eats into profits by tying engineers up in overhead. N-able MSP Manager™ breaks this pattern by giving you the ability to capture the critical elements you need without bogging you down in minutia. MSP Manager helps you provide value that keeps your clients. Access all of your customer knowledge from one IT service management system. Make life convenient for your customers with your own brandable customer portal. Keep on top of your business’ health with crystal-clear dashboards and reports. Solve issues fast while onsite with our MSP Manager mobile app. Simplify logistics with easy and quick scheduling. Capture the essentials with quick ticketing that lets you get back to work. Every non-billable moment an engineer spends adding unnecessary details on a ticket costs your business. And over time, those costs can really add up. -
3
Projectworks
Spiderworks
Intelligent business management software for your entire company. A lot of solutions out there offer tools for project management, but how do projects work for the rest of your team? Projectworks gives everyone at your services company the tools they need, whether they’re a PM, exec or handling the books. A clear view of your team’s resourcing for better scheduling decisions, project tracking and budget reconciliation. An all-in-one place to manage timesheets, time-off requests and performance reviews for your employees. Visibility across projects to accurately forecast revenue, understand recoverability and seamlessly manage invoicing. Manage your resource pool on an individual level and see each team member’s pipeline of work. Make better project scheduling decisions with a view of who is at capacity, who is over-resourced and when a project can fit into your larger workflow. -
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evergreen
sa.global
evergreen is sa.global’s next-generation, cloud solution built specifically for project-based businesses like law firms, accounting firms, architecture, engineering, and construction management businesses, Advertising and marketing agencies, Contract Research Organizations, and IT Services firms to address the entire value chain. The solution works as a processing and transactional engine for core functions like opportunity lifecycle, project management, scheduling, forecasting, time and billing, revenue recognition, and onboarding. Built on the Microsoft Cloud Platform, evergreen integrates your data, business logic, and processes for efficient project, accounting, financial, and resource management. You can extend the capabilities of evergreen by leveraging our empower suite of solutions. What’s more, you can now accelerate the value gained from evergreen with sa.go!, our unique business-ready bundle of SaaS products and services. -
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empower
sa.global
The empower suite features modern, cloud-based business productivity apps and solutions that are built on the Microsoft Power Platform and Azure Web Services. This suite includes subscription-based, data-driven, business intelligence and analytics products, workflow and automation tools, and productivity apps/assistants. The suite provides role-based information that can help you gauge/forecast the cash flow position of the business, deliver intelligent financial insights, enhance HR processes, streamline new client onboarding, and provide client analytics. These apps can be integrated with evergreen or any finance, billing, and CRM solution you currently have with a series of connectable adapters so that you don’t need to switch across multiple systems. Along with evergreen by sa.global, empower can offer ‘one version of the truth’ across all your tools and apps and help optimize business processes. This product is intended for VP Finance, CFO, VP of IT, CIO, Business owner, CEO, -
6
Sera
Sera
Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software. -
7
WorkRails
WorkRails
Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation. -
8
Kaseya 365
Kaseya
Kaseya 365 provides seamless access to functions in endpoint management, security, and backup. These solutions are joined under one subscription, effortlessly integrated, and live within the unified interface experience of IT Complete. Gain access and control over devices and the network. Ensure devices and data are protected from intrusion or corruption. Preserve critical data from loss, theft, or exploitation. Do it all consistently, accurately, and within the constraints of small teams. Reduce vendor fatigue by putting all critical components in one easy-to-understand, acquire, and manage subscription. Experience massive improvements in technician efficiency by leveraging the power of workflow integrations and automation. Experience significant budget benefits by saving up to 75% when compared to using a mix of separate competing solutions. Your Kaseya 365 subscription offers everything needed to manage, secure, backup, and automate endpoints in your environment. -
9
PMEntire
PMEntire Solutions
PMEntire provides an all-in-one platform to manage professional services from bid to bill. Several Fortune 500 companies across 50+ countries have used our solutions effectively to address their unique business needs. Some of our esteemed clientele include Siemens, Fujitsu, DHL, Honeywell, Global Wind Services, Alix Partner, among others. With over 20 years of experience in the industry, our products are several years ahead of the market. A client-centric company, we take pride in providing highly configurable solutions for any specific industry. -
10
Hydra
Hydra Solutions
Hydra is the only resource-centric project management software solution designed specifically to help professional services create, define, execute, and optimize their projects through business process and knowledge management. This cloud-based project planning and management solution offers powerful and feature-rich tools to help organizations of all sizes deliver projects on time and on a budget. Core features of Hydra include GPRS reporting, testing / QA management, time and attendance tracking, employee onboarding, risk alerts, and more. -
11
NetSuite OpenAir
NetSuite
NetSuite OpenAir is one of the most popular software for cloud solution services, for companies. It gives users the ability to oversee project accounting, timesheet and expense management from a single program. It has more than 1,500 clients, NetSuite OpenAir is the most commonly utilized cloud answer for service companies. Its professional services will help customers implement and customize NetSuite for their individual requirements, providing a platform from which they can productively improve and expand their business. -
12
Extranet
CoreMan Technology
The Extranet software is a real-time Internet-based program that tracks changes second by second so you are always up to date and current. Providing quality services to your customers requires maintaining accurate, meaningful, and accessible information with regard to every facet of a project. Simultaneous, effective management of multiple projects leads a service provider to growth and to overall success. The Extranet is real-time and Internet-based. All your employees will need to access the Extranet is a Smart Phone Device or Laptop/Tablet and Internet service. You do not need an IT department to use the Extranet. We use the SaaS model to deploy it so you pay one low monthly fee. As part of your monthly fee, CoreMan Technology handles all issues as it pertains to Extranet Upgrades, Extranet access, hardware upgrades, and software deployment. As a customer, you only need to ensure you have an internet connection for your PC, laptop, tablet, or PDA. -
13
eTrack
eTrack Products
All-in-one practice management and support coordination software to be efficient and profitable. The project management of a construction involves tracking many interrelated budgets, communications and documents between the builder, client, consultants, council and your team. It can be very lucrative providing you are super-efficient and never drop a ball. eTrack’s contract administration module will help you keep on top of everything by tracking contract details, budgets, requests for information (RFI), architects instructions (AI), trades and materials, claims and payments, variation requests (VR) and variation quotes (VQ), contract sum adjusts (CSA) or variations, extensions of time (EOT), defects, meeting minutes, insurances, compliance and more. If you have multiple projects assigned to different teams and staff then eTrack will make everything visible and give you control of the end to end process. -
14
Workday Services CPQ
Workday
Ditch the spreadsheets. If it’s a service or subscription, Workday Services CPQ is designed to quote it. From guided selling to solution catalogs, price modeling, and more, Workday Services CPQ is designed for service and subscription quoting. Quote services separately or combine them on one quote, and do it 10x faster. Automatically create accurate proposals, SOWs, orders, or any quote-related document. Workday Services CPQ dynamically builds document content as you build your quote. Route quote approvals based on financial or non-financial metrics, like risk, product, practice, region, and more. Workday Services CPQ bi-directionally connects with CRM, PSA, and ERP software. We offer integration packages for CRM and Workday. And our development team can build new integrations as needed. Workday Services CPQ's innovative features transcend traditional quoting and raise the bar for user experience, empowering businesses to work smarter, not harder. -
15
ValueFrame
Visma
ValueFrame is enterprise resource planning for expert companies that can be tailored to your needs. With one system, you seamlessly handle your company's customer management, working time tracking, project management, invoicing and reporting. ValueFrame is a versatile enterprise resource planning system that supports your expert business in every step of it. Our solution can be adapted to the needs of both SMEs and large offices. Manage projects, bill accurately and improve your operations with information shared among the entire team. With efficient BI integrations, ValueFrame solves even the most demanding reporting needs. The work of an expert is made easier when all the information can be found in the same place. In ValueFrame, the customer register, sales tools, offer tracking, project management, resourcing, working time tracking, invoicing and reporting are all seamlessly part of one entity. -
16
Dataforma
Dataforma
Dataforma is the most inclusive system for service management professionals, including roofers, HVAC technicians, and other remote contractors. Run a completely paperless service department so you can focus on: winning more bids, increasing productivity, working remotely on-site, improving client satisfaction. Dataforma was created by a roofing contractor to provide a user-friendly, robust software to the roofing industry without the price tag of a custom-built program. With our Dataforma CRM, you can revolutionize your service department from start to finish, use a single paperless system from the initial call all the way through invoicing and never lose track of a call or customer’s history again. As a busy contractor, you should never have to spend time searching through stacks of unfiled papers. With Dataforma, improve the organization of your operations by storing documents in an online database that’s simple to use and accessible from any location. -
17
GreatSoft CRM
GreatSoft
Building and managing a successful accountancy firm shouldn’t be held back by poor infrastructure. Give your firm the tools it needs to get the job done by investing in specialized CRM software from GreatSoft. GreatSoft specialises in providing accountancy firms with high-quality CRM solutions with the latest technical support. CRM software in the cloud results in the best possible security, speed, and functionality for our clients. Our team of experts is constantly working to improve and maintain our software offerings, so you know that you’re always getting the best for your firm. We know that not every accountancy firm is the same, so we make sure to build custom solutions for our clients. Whether your firm has particular needs for tax, document management, or secretarial functions, we can find the perfect option to match your every requirement. Our team is hands-on and well-versed in the details of the accounting industry. -
18
CloudBooks
CloudBooks
CloudBooks helps you creates invoices quickly and efficiently. With our templating system, it's simple to choose a theme, build and customize invoices, add your logo and personalize your emails. Set automated payment reminders and send custom follow-up messages to your clients. Setup online payments and your clients can pay the Invoice online using debit/credit cards. Bill your clients in their local currencies and increase the chances of getting paid on time. Choose from a variety of themes available, enter your business information, put your company logo and start sending beautiful invoices to your Clients. Run your business on auto pilot. Set up late payment fee and send automated payment reminders. Let Cloudbooks follow up with your Clients while you do the work that matters the most. -
19
Servicejoy
Servicejoy
Create and send professional invoices and estimates then receive update notifications. Get paid faster and on time via cash, checks, ACH, Credit and Debit cards and PayPal. Track the number of goods you have on hand for better control of what you buy and sell. Client portal allows your clients to keep track of all the transactions that have taken place. Help your team push things forward with simple planning and direct communication. All the files for your Todos live in one secure place so your team always has access to them. Quickly find clients, contacts, notes and outstanding balance all in one place. Track expenses against your clients and add them to invoices in a few clicks. Get paid in over 160 different currencies with rates updated hourly. View and share interactive reports and budget in real-time – no waiting for month-end. Search across all of your transactions and clients to find the information you’re looking for. -
20
JAMIS Prime ERP
JAMIS Software
JAMIS Prime is simply the most intuitive and agile project ERP solution for government contractors, offering integration across all key components of your business. Using the most modern Cloud ERP technology, Prime enables you to connect with your mobile workforce, customers and other value chain businesses on web-enabled devices of every kind. All JAMIS Prime ERP application suites include dashboards & analytics, document management, advanced security and integration with Microsoft Office features. The integrated document management system allows you to keep business plans, policies, forecasts and procedures online and associate them with ERP transactions to deliver a complete view of your business. Efficient contract management processes are critical to ensuring goods and services are delivered as expected, and engagements are profitable. -
21
DS Premier
Digisoft Solutions
Digisoft Solutions simplifies the management of your government contracts allowing you to focus on the technical aspects of your projects and the growth of your business. Our interactive Dashboard gives you quick metrics about important company and project information! With our Interactive Dashboard, you can have up to the minute metrics on your project spending, take a look at utilization rated, determine which projects are getting the most focus as well as perform DCAA compliance tasks like ensuring that everyone is filling in their timesheet daily with a floor check. Because our system integrates all of your data in REAL-TIME, dashboard items can provide you true insights into the key company and project performance. Go beyond a timesheet-only solution with a product that not only complies with DCAA timekeeping but adds capabilities such as easy authorizations, PTO Request & tracking, daily notes, floor checks, labor distribution, and mobile. -
22
Accorto
Accorto
Accorto is professional-grade time and expense management software that gives you the power to seamlessly integrate project and resource management with billing – from opportunity to project to invoice and payroll integration. Accorto is different – unlike other PSA software, Accorto is a native Salesforce application, giving you the versatility to customize objects and extend their application within Salesforce with a minimal learning curve. All data is securely stored in Salesforce and with that available for all reporting and dashboard options. In addition to our personalized product support, we provide customization and configuration services, training and an expert Help Desk. Accorto is truly professional services automation – for professionals. Get a free Demo and experience for yourself the smarter, easier, more powerful PSA solution.Starting Price: $7.50 per user per month -
23
CS Professional Suite
Thomson Reuters
Thomson Reuters CS Professional Suite is the most comprehensive line of integrated software and services available to tax and accounting professionals. Whether you’re a sole proprietor or a large accounting firm, it delivers everything you need to run your operations. Every piece of software is designed to work seamlessly together as one system, sharing data and processes across your workflow. Choose a few offerings or the entire package — you’ll see the difference CS Professional Suite makes in your firm’s productivity and profitability. Like most accounting firms, your hands are full with the day-to-day work that keeps your practice running — which doesn't leave much time for building new business or offering more high-value services. To take a more strategic approach, you need a complete solution to streamline your operations. Accounting CS, our professional accounting software for accountants, combines write-up, trial balance, payroll, financial statement analysis, and more. -
24
IronOrbit
IronOrbit
We provide solutions for ALL industries. We make ICT (Information & Communications Technology) simple for whatever it is YOU do. And, we provide ICT products, services, and 24/7 US-based support. Now, more than ever, businesses need easily accessible and dynamic computing, communications, and collaboration capabilities. Put simply, IronOrbit INFINITY Workspaces (hosted desktops, DaaS, VDI), are your computers in the cloud. And they are optimized for what YOU need to accomplish. Your applications, your files, your operating system even your personal desktop shortcuts and settings it’s all there for you. INFINITY Workspaces are faster and more powerful than your laptop or desktop computers and can be accessed securely via any internet-connected device. -
25
IRIS Practice Engine
IRIS
IRIS Practice Engine helps you look forward with confidence. Our Cloud-based practice management software gives you the clarity and confidence to make better business decisions. Operating in the market for more than 20 years, IRIS Practice Engine has helped a host of practices grow their business by enhancing efficiency and improving client relationships. Over the last few decades, the company itself has continuously evolved and innovated its software, developing it to keep pace with the changing needs of the accounting space. At IRIS Practice Engine, we know that you want to be a growing, forward thinking firm, unrestricted by your technology and processes. In order to do that, you need one solution to manage your firm. The problem is that legacy software doesn’t have the features and capabilities you need, which makes you feel frustrated. -
26
Epicor Services
Epicor Software
Epicor Services is a comprehensive service business software solution portfolio that enables you to win and resource your business, manage service delivery, streamline financial operations and analyze business performance across the entire service organization. Embracing the latest in technology, Epicor Service Business Software provide a real-time, accurate view of your services business, so you can proactively manage with confidence. Embedded business process management provides the flexibility you need as your business evolves. Our professional services organization employs highly skilled and tenured consultants with deep industry expertise, whose experience is backed by a proven track record of successful delivery around the world. Our global teams offer local perspectives with an international outlook so you can keep your business and ERP solution optimized, whether locally or worldwide. -
27
]project-open[
Project Open Business Solutions
]po[ EPM keeps track of project plans, project progress, budgets, costs, risks, milestones, and much more. ]po[ PMO is an integrated software solution supporting the administrative and reporting processes in complex PMO environments. It automatically produces executive reports from the information entered by your project managers. ]po[ ITSM is designed to address the specific needs of IT departments and IT service providers, according to ITIL V3 best practices. ]po[ PSA is an integrated solution for companies who need to track and bill professional services to their customers. It allows to track timesheets related to both projects and support services. -
28
Infowit Creative Manager
Infowit
Infowit Creative Manager helps keep your business on track to ensure you deliver on time, under budget and maintain your customer’s satisfaction. Infowit Creative Manager works the way you do. It adapts to you, rather than the other way around. Infowit’s Creative Manager™ unique customizable infrastructure is designed to adapt to your unique needs so that everyone on your team is more productive, and you improve your bottom line. Infowit Creative Manager lets you define your own Dashboards, so there’s no need to click through a maze of menus to get what you want. If the data exists, you can have it. Instantly. Priorities in creative teams are constantly changing. Infowit Creative Manager gives you the ability to specify schedules and priorities to meet specific goals and deadlines. Whether it’s an automatically generated custom alert, a workflow notification, or a job related message, or an email, Infowit Creative Manager will let you know. -
29
Stairlin
Stairlin
Stairlin is happy to offer you now its new video application, for your virtual appointments. So you can connect with your customers wherever they are. Stairlin integrates all your communication channels in one simple and seamless interface to help you reach, engage and retain customers. A simple video consultation system, 100% secure, and which respects your privacy. Spend less time arranging appointments with our automated booking system show up-to-date availability, cancellations, modifications and set up automatic reminders and confirmation. Control your calendar at all time. Fully adaptable to your needs, it is synchronized everywhere: phone, tablet or computer. Free yourself from admin some with clever, easy-to-use features, built for self-employed. Stairlin helps you focus on what matters the most, your clients. -
30
Nividous
Nividous Software Solutions
Nividous is a full-fledged hyperautomation platform that helps businesses to unleash the true potential of their workforce. Robotic Process Automation, Business Process Management, and Artificial Intelligence are the key components of Hyperautomation. This combination of technologies allows for very sophisticated processes to be automated to free human workers from repetitive, mundane tasks. All these components have been developed natively within the Nividous platform.
