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About

PSOhub is professional services automation software that brings the entire project delivery cycle into one platform. It combines project management, task management, resource and capacity planning, time and expense tracking, project accounting, budget and margin tracking, and billing, so everything from a won deal to a paid invoice lives in one place. It is built to work natively with HubSpot. Deals in HubSpot become projects in PSOhub automatically, time logged against a project connects back to the deal, and you keep one connected customer view across sales and delivery. No middleware, no manual re-entry, no separate systems to reconcile. PSOhub brings project management, planning, time tracking, and billing into one data model, so your operational data is AI-ready from day one.

About

If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Professional Services Organizations

Audience

Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$12.50 per user per month
2 months free when paid annually
Free Version Not Supported
Free Trial Supported

Pricing

$33/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.8 / 5
design 4.8 / 5
support 4.5 / 5

Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • PSOhub integrates well with our consulting firm in terms of time management / invoicing HubSpot / QuickBooks.
  • PSOhub has given us the ability to manage our projects and keep our customers informed of progress. Being able to set dependencies so customers can see when and what actions they need to complete to keep projects on track. We particularly benefit from the hours booked and hours completed summary.
  • PSO Hub has given us more insight into how our professional services projects are running and we can break them down into tasks, making it easy for us and the customer. It helps us assess how we can improve as well as giving us a indication of risk for our projects. The product regularly adds updates to make the workflow more efficient too.
  • Very simple to use time tracking software! I use it weekly to track my consulting hours for my clients.

Cons

  • The quote feature doesn’t fit our process. Specifically, we need the ability to send contracts and the quote feature has limited length and ability to include our terms of service.
  • Custom reporting could be better. Currently, this is done via an OData feed.
  • Sometimes it is a bit slow, but thats software from time to time.
  • Some times it is slow to load! Probably due to the other consultants using the software at the same time.

Pros & Cons from Real Users

Pros

  • The software is very easy to use as well as the integrations to the Xero billing simple make the process from start to finish seamless.
  • It offers intuitive and flawless management to maximize efficiency. Easy to use. Very productively integrates with business intelligence. Document management. Time tracking integration.

Cons

  • The software could use a bit of an upgrade on the timeline features for overall project management dashboard.
  • It worked great for me. Nothing to share about cons.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

PSOhub
Founded: 2020
Netherlands
www.psohub.com/en/

Company Information

Xero
Founded: 2007
New Zealand
www.workflowmax.com

Alternatives

Alternatives

BigTime

BigTime

BigTime Software
BigTime

BigTime

BigTime Software

Categories

Categories

Architecture Supported
Job Costing Supported
Project Management Supported
Quoting Supported
Subcontractor Supported
Time and Expense Supported
Time Tracking Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Not Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Not Supported
Portfolio Management Not Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Not Supported
Product Configurator Not Supported
Proposal Management Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Not Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Architecture Features

2D Drawing Not Supported
3D Modeling Not Supported
Bills of material Supported
BIM Modeling Not Supported
Building Information Modeling Supported
Client Management Supported
Contact Management Supported
Contract Management Supported
Document Management Supported
Drafting Not Supported
Manufacturing Design Data Not Supported
Presentation Tools Supported
Project Management Supported
Proposal Management Supported
Quotes/Proposals Supported
Visualization / Presentation Not Supported

Construction Management Features

Accounting Integration Not Supported
Budget Tracking/Job Costing Supported
Change Orders Not Supported
Commercial Not Supported
Contract Management Supported
Contractors Supported
CRM Supported
Equipment Tracking Supported
Estimating Not Supported
Incident Reporting Not Supported
Mobile Access Supported
Offline Access Supported
Residential Not Supported
RFI & Submittals Not Supported
Subcontractor Management Not Supported
Timesheets Supported

Job Costing Features

Bills of Material Supported
Budgeting & Forecasting Not Supported
Change Orders Not Supported
Cost-to-Completion Tracking Not Supported
Invoice Management Supported
Overrun Reporting Not Supported
Percent-Complete Tracking Supported
Production Cost Tracking Supported
Purchase Order Management Supported
Quotes / Estimates Supported
Time Tracking Supported
Work Order Management Not Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Not Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Supported
Templates Supported
Version Control Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Not Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Not Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Not Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Supported
Xero Supported
Acterys Not Supported
Bookkeeper360 Not Supported
Box Not Supported
Causal Not Supported
Dropbox Not Supported
Freshdesk Not Supported
Freshservice Not Supported
G-Accon Not Supported
Lyftrondata Not Supported
Microsoft Dynamics 365 Supported
Moneybird Supported
Shift Not Supported
Teamstack Not Supported
Time Doctor Not Supported
WebRezPro Not Supported
bexio Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Supported
Xero Supported
Acterys Supported
Bookkeeper360 Supported
Box Supported
Causal Supported
Dropbox Supported
Freshdesk Supported
Freshservice Supported
G-Accon Supported
Lyftrondata Supported
Microsoft Dynamics 365 Not Supported
Moneybird Not Supported
Shift Supported
Teamstack Supported
Time Doctor Supported
WebRezPro Supported
bexio Not Supported
Claim PSOhub and update features and information
Claim PSOhub and update features and information
Claim WorkflowMax and update features and information
Claim WorkflowMax and update features and information