Best Small Business Professional Services Automation Software - Page 3
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Compare the Top Small Business Professional Services Automation Software as of April 2026 - Page 3
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1
Mosaic
Mosaic
Mosaic is an AI-powered resource planning and workforce management solution that increases profitability and productivity. It integrates with most project and financial management software to automatically gather data and show who is working on what, when. Teams can then accurately bill and forecast, effectively manage capacity, and strategically plan workloads. Mosaic rescues organizations from clunky spreadsheets and gives them the true big picture. Get started today with a free 30-day trial.Starting Price: $9.99 per user per month -
2
TimeHero
TimeHero
TimeHero is the only task management tool that schedules your work for you, so you can get more done. Add to-dos, events or entire projects, and TimeHero will find the time in your calendar to complete them. As things come up, TimeHero reorganizes your schedule and notifies you of risk! TimeHero shows you when projects are falling behind, and gives you the tools to bring them back on track. Pinpoint risky tasks and overloaded team members in seconds. No check-ins or update meetings required. Reallocate tasks and adjust workflows, so your team never misses a deadline.Starting Price: $12.00/month/user -
3
Inspire Planner
Inspire Planner Inc.
Inspire Planner is one of the leading Salesforce project management apps. It is used across multiple industries by companies of all sizes, ranging from small businesses to large public enterprises. For years we have searched for an effective Salesforce-native project management application with little success. Our search on Salesforce AppExchange led us to apps that were either too expensive, had too many features that we didn't need, or were selling a new way of doing things. We chose to put our talents to work and develop the app we were in search of. This vision became Inspire Planner. With Inspire Planner, you can enjoy many powerful features such as multiple predecessors, interactive Gantt chart, automations, templates, time tracking, resource capacity planning, and many more, while enjoying our intuitive UI. If you are using Microsoft Project, Smartsheet, or a similar tool but want to integrate everything in Salesforce, Inspire Planner can be an ideal transition.Starting Price: $40/user/month -
4
ITM Platform
ITM Platform
ITM Platform is the Project Portfolio Management software that bridges the gap between strategy and project management. With a mere two-week integration and an easy learning curve, you and your team members will be fully operational fast, giving you the project and work management tools you need to align your portfolio with the overall business strategy. ITM Platform offers robust control over the economics (costs and revenue) at portfolio, program, project, and task levels. Manage agile and waterfall projects, prioritize what’s best for your business, and use real-time information to report progress companywide.Starting Price: $24/month/user -
5
Aysling
Aysling
Aysling is a PSA, or Professional Services Automation, software solution that can run your entire B2B business, from contracts to cash; through projects to payments. Aysling is easy to deploy, configure, use, and manage; while offering top-level support and assistance. Aysling encompasses a Sales CRM with Order Management, Project Management, Labor Tracking, Subscription Management, Service Ticketing, Workflow Automation, Billing, and more, all-in-one cloud-based software solution; along with dozens of dedicated integrations such as QuickBooks Online, Twilio, Zapier, and more.Starting Price: $60 per user per month -
6
Coaches Console
Coaches Console
With the Coaches Console, your essential business systems are automated and efficient. Marketing, enrollment, onboarding, and billing -- it all happens with hardly any input from you. So your business thrives, while you do more of what you love -- the coaching! Create a professional coaching website with just a few clicks of a button. Customize with your own branding, and easily add additional pages, contact forms, lead magnets, and more. Enroll new clients seamlessly with online client agreements, an easy payment process, and automated onboarding messages. Manage existing clients effortlessly inside a dedicated client portal that keeps your notes and communication secure, organized, and accessible. Build your email list, enroll more people into your coaching programs, and earn more revenue with automated emails, sales funnels, special reports, and much more.Starting Price: $147 per monthr -
7
Conrep
Conrep
CONREP, Inc., which started in 2005, is an end-to-end Staffing and Professional Services Organization with many of our innovations becoming industry-standard. Powerful, fully modular organizational tools for project management, HR staffing, consulting firms, and professional services organizations. CONREP’s fully modular, cloud-based software contains all essential modules to manage and automate entire front and back office operations. CONREP provides you with the competitive tools to improve the productivity of your Sales and recruiting teams and helps you reduce time-to-hire. Engage the right candidates and make more placements within one integrated system. CONREP has been independently audited to ensure full DCAA compliance across all modules. CONREP contains the modules and seamless integration to cover all your business PSA software needs.Starting Price: $25-40/Month/User -
8
Autotask PSA
Datto, a Kaseya company
Datto’s Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based PSA platform providing a singular view of the entire business - enabling MSPs to centralize business operations and make data-driven decisions to improve service, productivity and profitability. Autotask PSA allows MSPs to run all aspects of their business at peak efficiency. It combines all the mission-critical tools necessary to run a managed services business. Autotask PSA centralizes operations and provides instant understanding through customizable dashboards and widgets, enabling you to make data-driven decisions. Autotask PSA does not require extensive testing, maintenance, or updates and has a proven track record of consistently delivering 99.99% uptime and unmatched security. PSA is the central hub for any MSP providing a single pane of glass view across the business and increasing efficiency through automating workflows.Starting Price: $50 per user per month -
9
Jetpack Workflow
Jetpack Workflow
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. We help you prioritize your to-do’s simply and easily so you’re never left wondering what to work on next. Always know what your team needs to work on next and keep a pulse on how much progress your firm has made in a given time period so you can plan better. Easily keep track of what your team is working on. Complimentary support and training is included for every subscription and is led by a team of real, rapid- response workflow specialists. Get support by phone, email or right in the app, with response times under 30 minutes! Receive exceptional support and training at no extra cost.Starting Price: $36.00 USD/month/user -
10
Stafiz
Stafiz
Stafiz is a cloud software that allows you to manage service activities, manage staffing and team planning, and invoice projects. Enter your needs: skills, experience, functions, dates: Stafiz automatically indicates the profiles and ranks them according to their suitability. Taking into account all activities in the schedules: customer projects, internal projects, absences in the schedules. Look for the right profiles among your employees, your subcontractors and your candidate pool. A single software to simplify business management and forecasting. Data is more reliable and available in real time, visibility is increased tenfold. Anticipate the capacity of your teams and follow the utilization rate forecasts. Monitor financial forecasts and project progress in real time. Improve profitability by tracking your margins. Identify opportunities and profile needs. Integrate opportunities into the forecast. Search profiles by role, skills and experience. Load and assignment management.Starting Price: $11 per month -
11
ServiceTree
ServiceTree
Rather than a mess of back and forth emails, clients are able to schedule a time on the calendar with a specific tech or the next available team member. ServiceTree is designed for the distinct needs of an MSP, created using data and analytics from over 100,000 tickets. ServiceTree integrates seamlessly with daily operations as a downloadable Chrome extension. After a quick 5-10 minute setup, techs are a simple click away from working on their next ticket. As the manager, you will have a different view than your techs. You will see the next five tickets that the techs are expected to work on. Tech’s hit one OpenNext™ button that automatically changes the status to in progress and starts time tracking. ServiceTree is revolutionizing professional services automation in the MSP industry with its patented OpenNext™ technology.Starting Price: $0.99 per month -
12
Ruum
SAP
Coordinate with internal and external stakeholders, follow upon campaign budgets, share updates with agencies, and coordinate company occasions. Increase efficiency of logistics, create and maintain clear and effective supply chain methods, coordinate teamwork across planning and execution. Manage services in parallel, coordinate Requests for Proposals, Proof of Concepts, and customer escalations with full transparency. Create hiring plans, manage and organize interviews, onboard new employees, and coordinate employee programs with other departments. Manage project-based sales, oversee key milestones, deliverables, and contacts; close more deals faster and duplicate across accounts. Gather and discuss data, share ideas for action plans, manage responsibilities, and implement more data-driven business activities. Get an overview of all open projects and tasks at one glimpse.Starting Price: $10 per month -
13
SQUAVA
Squava
SQUAVA is a simple, all-in-one, time tracking, project management, invoicing, accounting, and forecasting software for your professional service firm. It brings all your critical business day-to-day operations into one online, out-of-the-box software. SQUAVA's smart workflows and features expedite the daily tasks so you can focus on critical efforts which build your business and make you money. Real-time backlog reporting and project profitability intelligence will help you answer tough questions like – do I need to hire, when should I hire, do I have enough work, and which jobs make money. Our single, simple pricing plan scales with your business and easily pays for itself with the time and money you’ll save. We also onboard and train our customers for free to eliminate any up-front costs and you pay month-to-month, just like your cash flows. SQUAVA is the software you've been looking for to run your firm... It's amazing!Starting Price: $40/user/month -
14
RangerMSP
RangerMSP
Affordable, On-Premise PSA Software for Small to Mid-Sized IT Services Providers and MSPs. RangerMSP makes running your IT services business easy, fast and secure. Focus on delivering great customer service, winning more sales and growing your business. RangerMSP is simple and intuitive. Installation is quick and you can be up and running in minutes! Minimal training is required, it just works. You will be surprised how much it will help you track and stay on top of things in a very short time. RangerMSP has been automating IT services businesses and managed services providers since 2004, and has evolved based on actual user feedback. This is how we have been shaping the software to be exactly what you need. All your data is stored on a server that you own – whether on premise or in the cloud. You can control the security level, have direct database access for external reporting and use our advanced API. The database is open and the data is yours. Forever.Starting Price: $49.95 per month -
15
Gripp
Gripp
Friendly business software for consultancy office now. CRM Stay in contact! All relations in one clear overview. Insight into current affairs Improved customer service. Registration of every customer contact. Save time, gain insight, and streamline. Gripp is an all-in-one package that brings the overview back to your organization. Whether it concerns those perfect quotations at the touch of a button, the project administration with an overview of who is doing what, or the tight credit management: everything is possible with Gripp. Work wherever you want. Always and everywhere! Gripp is an all-in-one package that brings the overview back to your organization. Not just in the office, but everywhere! So take a quiet vacation, because you can always keep an eye on things! A great helpdesk! You will find a wealth of information on our support page. If you can't find the answer to your question there, just send us an email!Starting Price: $30 per user per month -
16
Plan for profitability from the start with Progressus for Microsoft Dynamics 365 Business Central, designed for small and mid-sized professional services firms. Profit requires the perfect intersection of planning and execution from assigning resources to tracking every project dollar. Progressus for Microsoft Dynamics 365 Business Central is professional services management software that provides what you need to put profitability first, not last. Easily track, view and analyze costs. Get instant expense visibility before the end of an accounting period. Record items or inventory against a project. See information in easy to view dashboards and reports. Get unlimited budget revisions. Budget generic resources as placeholders. Copy budgets from previous projects. Register materials consumption directly on the project. Compare budget details with actuals to the task level. Enable teams with Outlook integration, CRM functionality, and easy-to-use workflows.Starting Price: $500/month per 25 users
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17
DeskDay
DeskDay
DeskDay is redefining how MSPs and IT teams deliver IT support. It’s a modern, AI-driven PSA designed around ease of use, not clutter. From a chat-based service desk to project management, billing, contracts, reporting, and workflow automation, everything lives in one unified ecosystem. At the heart of DeskDay is Helena, the AI assistant that helps teams respond faster, stay informed, and reduce manual work. End users meet MSPs where they already are: Microsoft Teams, web, mobile, and desktop (with SMS and Slack coming soon). This isn’t just another PSA. It’s a customer-centric, omnichannel support experience where every interaction matters, and nothing falls through the cracks.Starting Price: $79 -
18
DigitalDesk
DigitalDesk Solutions
Service desk software built for digital agencies and freelancers. DigitalDesk provides you with the tools to deliver great customer service to your clients, so they can get help quickly.Starting Price: $18.99/month -
19
Predikt AI
Predikt AI
Predikt AI is the unified platform for professional services companies to manage their business from proposal to billing and maximize revenue. Thanks to its proprietary automation and predictive capabilities, Predikt AI makes it effortless to scale your service-based business. Predikt AI allows professional service companies to manage all aspects of their business, from proposals to billing, and maximize revenue. Predikt AI's proprietary automation and prediction capabilities make it easy to scale your service business. Give resource managers the visibility needed to manage and allocate resources efficiently from the first interaction to project delivery.Starting Price: $0 -
20
Octayne PSA
Octayne Technologies, Inc.
Octayne PSA is an automated professional services platform designed to streamline time and expense tracking, approvals, and invoicing to boost productivity and profitability. The software connects seamlessly with tools like Outlook, Google Calendar, and Jira, allowing users to convert scheduled events and tasks into accurate timesheets without manual entry. Its AI capabilities enhance time logging by transforming brief notes into polished narratives for billing. Octayne PSA centralizes expense management, automates billing, and offers real-time reporting dashboards to provide actionable project insights. It supports industries such as technology services, consulting, marketing, IT, accounting, and law firms. By automating administrative workflows, Octayne PSA helps professional teams focus on delivering value and growing their business.Starting Price: $5.99/user/month -
21
Logicbox
Logicbox Software
Logicbox offers a full suite of cloud-based business management modules and functions that can be configured to incorporate and automate the unique processes and workflows of a company, creating a single, integrated system. Features range from account management, prospecting, CPQ, and production as well as invoicing, purchasing and inventory management for distribution, installation, and service. Using the admin tools, the platform also provides custom notifications, approvals, permissions, custom reporting, and analytics.Starting Price: $55.00/month/user -
22
Projector
Projector PSA
Projector is the best-of-breed professional services automation (PSA) tool for today's modern, fast-paced services firms. Created by Project PSA, the solution focuses on increasing profit margins and improving resource utilization rates. Cloud-based and easy to use, Projector helps services firms seamlessly manage projects, track time and expenses, schedule resources, invoice, and simplify workflows. The solution's three core applications are project management, project accounting, and resource management.Starting Price: $15.00/month/user -
23
KeyedIn
KeyedIn Solutions
KeyedIn Solutions seeks to transform how Project Management Office (PMO) teams work with its cloud-based project portfolio management solution. Featuring a refreshingly simple interface, KeyedIn helps businesses improve project selection, resource deployment, and portfolio-level reporting. It offers a unique mix of tools for managing portfolios, resources, financials, deliverables, and more.Starting Price: $25.00/month/user -
24
Vorex
Kaseya
Easily Create, Manage and Resolve all IT Service Requests and Tickets. Easily create, manage and resolve all your IT service requests and tickets. Reduce the number of service tickets generated and resolve IT incidents faster. About one third the price of competing solutions. Resolve IT service tickets 40% faster with seamless VSA integration. Allow your technicians to work efficiently and seamlessly across tools and access the right information when and where they need it. Spend less time tracking tickets and more time making customers happy with a complete IT helpdesk ticketing solution. Effectively staff and manage IT projects and get real-time project status reports. Improve forecasting through comprehensive project management. The Vorex Service Desk dashboard provides real-time information on the progress and status of tickets. Easily generate custom reports; and gain insights to make the right business decisions quickly and confidently.Starting Price: $10.00/month/user -
25
Synergist
Synergist Express
As an agency grows, with information often stuck in people’s heads or spread across multiple systems, it’s easy to lose control, waste time and harm profits. Agency management software brings together everything you need to manage your projects, people, clients and financials in one place. Saving time, letting everyone see the information they need, and giving you real-time data to make informed decisions that power your agency’s performance and profitability. Intelligent agency management software brings all your operations into one place, giving you clear visibility of how your agency is performing, which areas are the most profitable and how well you’re using capacity. With clear insights into how profitable each project and client is, you can see where your areas of focus need to be, and where there’s room for improvement. Generating accurate quotes can eliminate under-quoting and over-delivering, while billing plans can ensure smooth regular payments.Starting Price: $19 per user per month -
26
Scope
The Virtu Group
Some of the world’s biggest agencies and advertisers are using SCOPE to better manage, price and track their scopes of work and budgets. With all of your scopes of work in one place, teams can view, collaborate and approve deliverables, tactics and budgets from anywhere. There’s a single, accessible source of truth. Managing scopes in one tool gives everyone a shared view of the work being delivered and the progress being made. SCOPE is the only scoping platform connecting agencies and advertisers across markets. The only tool designed for real-time collaboration across disciplines, teams, markets and agencies. Working together for success. From one office to a global network of agencies and advertisers, SCOPE gives every group a single point of visibility and place where scopes are collaborated, tracked and analyzed. Smart decisions come when everyone speaks the same language. Transparency creates trust and opens the door to analysis.Starting Price: $258 per month -
27
WiseTeam
WiseTeam
CRM and project management suite. WiseTeam integrates modern management practices such as: KANBAN, SCRUM, A3, SALES PIPELINE and ITIL. All tasks related to projects, sales and internal activities are planned in one place and monitored in real-time. Tasks are displayed on an interactive KANBAN board. It allows to delegate tasks easily, focus on tasks of the week and always see employees’ future workload. Employees’ time is tracked with little effort, every project has summary information and billing is very simple. Plan a project, its activities, results and budget easily. From now on you can monitor project’s status in real-time and can deliver the results on time, within scope and budget. Monitor not only one project, but whole project portfolio or all company’s projects. Storing information on potential clients and their employees in one place enables you to keep track of your sales opportunities.Starting Price: €21 per user per month -
28
Unit4 PSA
Unit4
Improve your performance, and profits, with the Unit4 PSA Suite. Specifically designed for your industry, the Unit4 PSA Suite is a state-of-the-art Professional Services Automation solution to help you manage your entire business: from the first client contact to invoicing and cash collection, built on the powerful Microsoft Dynamics 365 platform. Manage your risk and compliance with the integration with WWFT/BSA/ASM, register your hours directly on the right engagement with the Mobile App with timer, and recognize all revenue and Work-In-Progress in one single solution. Get rid of time-consuming time and expense entry with the PSA Mobile App with timer, and plan your outsourced resources efficiently within the Gantt chart availability and utilization overview.Starting Price: $25 per user per month -
29
Timetta
Timetta
Make your organization even more manageable, transparent and agile. Time-tracking is a core of the unified management solution. Time-tracking information is used for resource allocation, project economy accounting, and business processes performance evaluation. Timetta tracks time via timesheets, and supports approval processes, stopwatch, and other tools to deliver reliable intelligence. At the same time, the solution is user-friendly and doesn’t make users experience an excessive control over them or their work. Timetta manages project performance focusing on the specifics of the professional services business. Work, revenue, and direct costs are planned initially. Resource plans support the role-based planning. The direct labor costs, actual costs, and revenues are accounted for during project execution. P&L provides information about the project economy, including forecast.Starting Price: $5.60 per month -
30
Kytes
Kytes
Kytes PSA is an enterprise-class low-code/no-code software platform for digitizing & automating business processes for project-based industries like IT Software & Services, Consulting & others. The key capabilities include Opportunity Management, Project Estimations & Automate Proposal Making, Project & Delivery Management, Project Financials, Resource Management, Timesheets and Leave Management, Billing Automation, and New Product Development (NPD) for Pharma & others. Some key differentiators are integrated rule-based Workflow Management, Estimation Engine, Proposal & Documents Editor, Resource Allocation Engine & so on. ProductDossier PSA provides the following outcomes: 1) Improved Project profitability by 5-10% 2) Improved resource utilization resulting in higher overall revenues 3) Reduced DSO by generating accurate invoicing on-time 4) Increased winnable proposals due to accurate estimations
