Alternatives to Clientivity
Compare Clientivity alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clientivity in 2026. Compare features, ratings, user reviews, pricing, and more from Clientivity competitors and alternatives in order to make an informed decision for your business.
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1
Scoro
Scoro
Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: – Get a complete overview of your sales funnel and upcoming work – Estimate scope, track progress and budget burn, and bill for work in one system – Plan ahead with live heatmaps and utilization forecasts – Log time with built-in timers and auto-populated timesheets – Understand margins with role or service-level insights – Automate time & material, fixed-fee, and retainer billing – Track project income based on pipeline and committed work – Save time with automation and data-driven suggestions – Monitor progress, profitability, and capacity in real time Scoro gives you end-to-end visibility across your business.Starting Price: $19.90/month/user -
2
Productive
Productive
Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Create deal flow, get sales organized with overview of Sales Pipeline. Collaborate on tasks and track time with simple time tracker. Find bottlenecks that cost you money and consume your time. Avoid collisions, burnouts and overbooking with Resource Planning features. Track Profitability for fixed price and hourly projects. Do all the billing and invoicing, for recurring or one time projects.Starting Price: $10 per month/user -
3
Practice
Practice
Streamline your coaching business: We help coaches consolidate clunky, disjointed and annoying systems into one simple place. No more back and forth: Easy scheduling that shows your real-time availability, simple forms to gather information, invoices and payments — all tied together with automations. Less time chasing, more time earning: Create invoices, recurring subscriptions and packages in seconds and get paid on time, every time. Easy client management: Practice's world-class tools are built for both sides of the relationship, enabling you to engage between sessions, without giving away your personal phone number.Starting Price: $29 per month -
4
PSOhub
PSOhub
The only all-in-one Project Management software that seamlessly integrates with your favorite CRM. Start increasing your productivity for only $8.50 per month. What PSOhub does for your organization: Manage all your projects easier through improved collaboration, easy scheduling, and budget management. Prioritize, delegate, and report on your projects. Track and manage team activities with task boards. Use templates and other smart contract functionality to manage your fixed fee or time-and-material contracts, and send detailed quotes that convert directly into a project. Manage your resources with ease. No more guessing. Log more time with self-driving time tracking and simple manual time logs in your PSOhub calendar, timesheet grid, browser extension or mobile app. Send personalized invoices, both automatic or manual and spend less time on approving, sending and tracking your invoices.Starting Price: $12.50 per user per month -
5
Teamwork.com
Teamwork.com
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 in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.Starting Price: $5.99 per user per month -
6
Ravetree
Ravetree
Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.Starting Price: $29/user/month -
7
TimeLog PSA
TimeLog PSA
Best in class PSA software for optimizing your contract to invoice workflow. With TimeLog, you get vital insights into project time, resources and earnings. For better productivity, more accurate invoicing and much higher profits. Track time and expenses at your convenience. Avoid tedious invoicing from stacks of spreadsheets. Instantly see which projects are profitable and on track. Plan better with a complete overview and stay within deadlines.Starting Price: $8 per user per month -
8
Mission Control
Aprika Business Solutions
Stay in charge and on track with Mission Control, a cloud-based Salesforce project management app. Our professional services automation software allows you to establish a consistent process for planning, managing and measuring your client projects, all from the one app. Maximize efficiency and profitability with our extensive feature set that seamlessly integrates with your Salesforce platform. Spend more time with clients and less time organizing your day. With Mission Control’s Salesforce Project Management solution, you’ll enjoy a clear overview of your project briefs, progress and allocated resources. All of which is designed to keep your day on track and make it easy to collaborate with your team. Create actionable tasks and take your business’s client and project management capability to the next level using time tracking, the resource capacity planner and the intuitive assignment wizard.Starting Price: $39 per user per month -
9
ServiceDesk Plus MSP
ManageEngine
ServiceDesk Plus MSP is a web-based, full-fledged ITSM suite designed specifically for managed service providers. This all-in-one ITSM solution delivers a comprehensive help desk, service desk, account management, asset management, remote controls, and advanced reporting in a multi-tenant architecture with robust data segregation. It empowers service providers to offer services and support to multiple clients with centralized controls. Managing a number of accounts can be challenging without a tool to process and organize tasks for each account separately. It is easy to mix up contacts or services, miss SLAs, or simply not have enough time to finish all the necessary tasks when handling multiple companies. With account management, these mix ups and delays can be overcome. MSPs face the unique challenge of providing IT services to organizations that have multiple contacts, service level agreements, and work processes.Starting Price: $1445 per year -
10
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. -
11
Clientary
Clientary
A full-suite platform to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff. The perfect solution to win clients and save time. Clientary is a professional services automation solution that covers your entire business. We've helped tens of thousands of freelancers, agencies and businesses manage client workflows. Stop wrestling with one-off doc files, templates, and disconnected apps. We help you streamline client lifecycles from proposals and estimates to time tracking, invoices, and payments so you and your team have everything you need in one place. Start your client relationship right with proposals and contracts. Gather signatures directly through clientary. Generate invoices automatically from billable work or estimates. Collect payments directly via credit card, ACH, or offline methods. Track time and staff tasks. Plan future hours. Manage projects with budgets, deadlines, and varying rates.Starting Price: $19 per month -
12
Avaro One
Avaro Technologies Ltd.
Avaro One is a CRM and PSA platform for sales, delivery and professional services firms, integrating sales and delivery functions. Its six modules cover the client lifecycle: Sales manages pipelines, lead scoring, and quoting; Marketing handles campaigns and segmentation; Delivery oversees projects and resources; Finance manages invoicing and expenses; People & Development supports performance reviews and career growth; Platform ensures security, compliance, and integrations. Sales opportunities become Delivery projects, with tracked time feeding Finance for invoicing. Features include eight service model templates, document tracking for quotes and contracts, a branded client portal for updates and invoices, GDPR compliance tools, multi-currency support, and two-factor authentication with role-based access.Starting Price: £35 per user per month -
13
KEBS
KEBS
KEBS is an AI native Quote-to-Cash platform that unifies and automates the end to end revenue lifecycle for professional services organizations. Built for IT/ITeS, GCCs, BPOs, Product Engineering, and Consulting firms, KEBS connects Sales, Delivery, HR, and Finance in one integrated system so leaders do not have to rely on scattered spreadsheets or disconnected tools. An embedded AI agent continuously monitors pipeline, projects, people, and cash flow to surface what matters most, whether it is a deal at risk, a margin slipping project, or underutilized talent. Grounded in a modern, intelligence first approach, KEBS is designed to let software handle the complexity while teams focus on high impact work and client outcomes. The platform improves operational excellence by reducing manual effort, tightening revenue controls, and enabling real time visibility across the organization. -
14
Ruddr
Ruddr
Ruddr is the modern professional services platform for small-to-midsize teams. Ruddr captures key operational data related to clients, projects, budgets, tasks, time, expenses, and invoices. Reports and KPIs provide insight into metrics such as revenue, services margin, realization rate, utilization rate, and more. Ruddr provides a comprehensive set of integrated features that allow you to run your professional services operation without the headaches. Manage all of your clients and projects in one place. Track key performance indicators on each project dashboard. Track time effortlessly using a day, week, month, or list view. Allow project managers to quickly approve time and expenses. Create a detailed budget by aggregating a project's tasks. Track real-time progress against the budget throughout the project. Easily run reports on the key operational data in Ruddr. Evaluate data related to hours, expenses, utilization, and more.Starting Price: $4 per user per month -
15
Taskomat
Taskomat
With Taskomat you can automate all your freelance work, from task planning to invoice issuing. Taskomat relates the budget of your jobs to the time it takes to complete them. In addition, it condenses the best productivity techniques into a single software. Taskomat is the best productivity and smart working software, it is a project management, task planning, time & performance tracking, customer management, invoicing platform. With Taskomat you have everything you need to manage your work in one place. No more wasting time between different platforms that don't give you real value. Taskomat is not a project management tool, it is an ROI management platform. Set your financial goals and achieve them by optimizing your work processes. If you want to thrive as a freelancer, a billing tool will not suffice. Just as a generic project management tool will not be enough. If you want to thrive as a freelancer, you simply need Taskomat.Starting Price: $10 per user per month -
16
WorkCentral
WorkCentral
WorkCentral connects the full freelance workflow in one platform — from quote to payment. Most freelancers juggle separate apps for quotes, projects, time tracking, and invoicing, then spend hours moving data between them. WorkCentral eliminates that. Write a quote with AI-drafted line items. Client accepts, project with tasks is auto-created. Track time, generate an invoice with one click. Clients pay online via Stripe. Built by a CTO who freelanced for 15+ years and got tired of losing 5-6 hours a week to admin across five disconnected tools. Features include AI quoting, automatic quote-to-project conversion, time tracking, smart invoicing with automated reminders, online payments, expense tracking, reports, and team management. Free plan available. Early users get founder pricing — first year free, then 50% off for life.Starting Price: $18/month -
17
Planview ChangePoint
Planview
Planview ChangePoint enables end-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability. ChangePoint Services Automation (SA) is an end-to-end Professional, Managed, and Embedded services software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract and project management, to invoicing and revenue recognition, ChangePoint SA drives efficient orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth. Groups all key customer lifecycle information in a way where everything makes sense. Never lose sight of who your key customer contacts are, so you can reach them when needed. Know your customer lifecycle health, immediately, based on the most important KPIs. Discover every aspect of the customer lifecycle and capitalize on every financial opportunity. -
18
Avaza
Avaza Software
Avaza is a cloud-based professional services automation tool that streamlines project collaboration, resource scheduling, time and expense tracking, retainer management, and invoicing. Trusted by teams across industries, it combines essential business functions into a single, efficient platform. Avaza’s all-in-one approach removes the need for multiple subscriptions and duplicate workflows. By integrating project management, financials, and retainer functionality, it provides businesses with real-time insights into project profitability, employee utilization, and retainer usage, all in one unified system. The retainer feature simplifies ongoing client engagements by automating payments and applying credits for completed work. This ensures seamless billing, efficient resource allocation, and greater transparency. Available across desktop, tablet, and mobile devices, Avaza ensures true on-the-go operational management for companies seeking flexibility and efficiency.Starting Price: $11.95/month -
19
ClearDash
Datatune
ClearDash improves the way service-based businesses manage information. Stop wasting time on non-billable tasks and streamline the management of your company with our simple web-based software. Having all the information you need about your customers in a single place (contacts, history, rates, quotes, invoices, service requests, etc.) is a tremendous time-saver. Whether your company uses work-order requests, service requests or trouble-tickets it's important to provide your customers with a simple method for requesting services. Billing is painful. But not with ClearDash. All of your labor, parts and recurring charges flow through one system which integrates with QuickBooks so that your accounting personnel don't have to change their workflow. Having a clear, professional quote format is critical to the credibility of your business. Spreadsheets can make a lousy first impression so having an elegant quoting system can be the difference between a sale and a lost opportunity.Starting Price: $24.99 per month -
20
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 -
21
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. -
22
BigTime
BigTime Software
BigTime is a top-rated online time and billing software for professional service firms. With BigTime, firms can take advantage of time and expense tracking tools, WIP management, billing and invoicing, task and workflow management tools, and more, in a single platform. Cloud-based with an intuitive interface, BigTime bundles industry best practices and operational know-how in a user-friendly application that runs on all desktop and mobile devices. From project creation to client payments, BigTime streamlines firm operations with intuitive budgeting, project management, and invoicing solutions that can be configured to automate even the most complex scenarios. BigTime also integrates with leading productivity apps such as QuickBooks, Lacerte, Slack, Salesforce, and Zapier.Starting Price: $10.00/month/user -
23
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. -
24
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. -
25
UnitLook
UnitPick
UnitLook brings together ticket management, project management, capacity planning, time tracking, and team availability into one connected system — built for project-based companies and service teams that need clear visibility into workflows, workload, delivery, and profitability. Instead of managing work across disconnected tools and spreadsheets, UnitLook connects tasks, timelines, resource planning, timesheets, and client communication in one place, giving teams a clear picture of projects, people, time, and profitability without fragmented systems or manual reporting. Key features: Ticket and task tracking for inbound client requests alongside core project work Interactive Gantt-style planning for visual roadmaps and timelines Workload and capacity visibility to monitor availability and prevent overload Time tracking with direct timesheet logging tied to projects and clients Client portal access with SLA monitoring Reporting for project and financial oversightStarting Price: €129/month -
26
Accura Software Time & Billing
Accura Software
Time and billing is designed for service organizations to capture employee time working on projects and automate client billing. Time Collection is a desktop utility that can be used to track employee time as different client projects are being performed. User can quickly switch time tracking from one client to another in a matter of seconds to maximize billable time. User can perform after the fact time collection into a time sheet. Time collection data can be configured to be approved by a manager before being transferred to billing. System allows automatic created of client invoices based on time collection data under user control. Accura Software offer clients a very flexible approach to professional services by clearly defining the benefits and the circumstances under which the services are appropriate. Depending on the needs of your organization some or all of the services below can be performed by in-house personnel, a qualified third party, or Accura Software consultants. -
27
AccountSight
AccountSight
AccountSight is a cloud-based Professional Services Automation also known as a PSA solution that focuses on helping startups and growing companies. Some of the key features include applications for project management, time tracking, billing and invoicing, expense tracking and resource management. In addition, users can automatically attach timesheets and expense receipts to project invoices, project planning, forecasting, and scheduling. AccountSight tracks planned cost versus actual cost, as well as scheduled hours versus actual hours spent on a project. Admin users can create estimates and forecast budgets for projects and place bids for projects and convert estimates to invoices. AccountSight also goes mobile with apps that are available for Android and iOS.Starting Price: $8.00/month/user -
28
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 -
29
Clearmargin
Clearmargin
Freelancers and small teams don't have a billing problem — they have a juggling problem. One app for proposals, another for time tracking, a spreadsheet for expenses, a third tool for invoices, and maybe QuickBooks because someone said they should. Things slip through the cracks. An invoice goes out late. Hours don't get logged. A cost gets eaten because nobody tracked it. The mental overhead of keeping it all straight is exhausting. Clearmargin puts proposals, time tracking, expenses, invoicing, and payments in one place. Build professional proposals with scope, timeline, and pricing. Track time with a quick-entry strip or running timer. Log expenses and assign them to projects — or split shared costs like software subscriptions across multiple clients automatically. When it's time to bill, generate invoices from project data in one click. Accept credit card and ACH payments directly through your invoices via Stripe Connect at standard processing rates.Starting Price: $14.99/mo -
30
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. -
31
CyberMatrix Project Clock
CyberMatrix
Project Clock is an easy to use project time entry system. Project Clock is useful for consultants, lawyers, engineers, contractors, project managers or anyone else who must record time billed to different projects. Highly accurate billing records are kept by easily punching in and out for each project. Reports summarize all billed project time in the given time period. Clients can be billed using the simple invoicing feature. Keep track of project estimates and expenses with the project management features. Data can be exchanged with other programs using the CSV import/export feature. Project Clock Pro can be accessed by multiple people over a network and has a custom reporting feature.Starting Price: $35.00/one-time -
32
Office Timesheets
Lookout Software
Office Timesheets is a web-based commercial timesheet that is a highly configurable timesheet tracking and management software application designed to adapt to the specialized needs of project-driven organizations that require employee time capture and time reporting for accurate job costing/accounting and/or billing of professional services. Office Timesheets also provides extensive functionality for tracking expenses. Configurable timesheet for project costing, client billing, & time and attendance. Easy to use, 100% web-based timesheets with Windows application-like functionality via AJAX. Real time graphical reports provide insight into productivity. Email notifications encourage prompt submission of timesheets. Configurable approval process to fit your business. Easy expense tracking in multi-currency; auto tax calculations. Flexible, multi-client billing/invoicing options. DCAA-compliant timesheets follow regulatory guidelines.Starting Price: $100.00/one-time/user -
33
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 -
34
Cone
Cone
Impress clients and save time, no more manual invoicing or chasing payments. Cone’s intuitive proposal software sets the standard for what a simple, yet powerful product looks for accountants. Send professional proposals and gather payment details upfront. Kick-off projects automatically as soon as the proposal is signed. No more manual work. Projects start automatically after proposal acceptance. Gain clear visibility into your team's tasks, deadlines, and project progress and supercharge your workflows. Streamline your work and unlock productivity. Send clients forms, collect e-signatures, and request files seamlessly through the client portal. No need to nag clients manually anymore. Create invoices either from proposals or projects. Supports multiple payment methods like ACH or credit/debit cards. We understand that protecting your data is crucial for the success of your business, which is why we have implemented various measures to ensure the security of your data.Starting Price: $8.51 per month -
35
Base Builders
Base Builders
When you’re looking for project management software for your architecture or engineering firm, the last thing you should have to worry about is whether it will do what you need it to. Base Builders’ easy-to-use software is specifically designed to help small to mid-sized firms track time, manage projects, stay on top of expenses, and more. We’ll handle the invoicing for you so you can focus on growing your firm and designing wonderful spaces. At Base Builders, we understand how overwhelming managing the business operations aspect of your firm can be. After all, we’re former designers who ran firms of our own. We know your business, your team, and your clients’ success depend on an efficient, organized project management system. You don’t have the time to waste on generic software that makes your job more challenging.Starting Price: $35.00/month/user -
36
Deltek Vantagepoint
Deltek
Built specifically for professional services firms to improve productivity, boost collaboration and increase profitability. People and projects are the heart and soul of your business. That’s why Deltek created Vantagepoint, a powerful, intuitive solution that helps your people manage your projects from start to finish. Deltek Vantagepoint’s 360-degree view of your projects puts client, project and financial details in a single location. That all adds up to making well-informed tactical and strategic business decisions and a more efficient, productive and profitable company. Control all project information in one place – from pursuit and proposal, through project planning and financial management. Gain visibility across your organization, from project initiation to completion. Get actionable insights to make more informed decisions. Enable teamwork and collaboration via a single tool, and empower users with a simple, intuitive experience.Starting Price: $30.00/month/user -
37
Accelo
Accelo
Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies pipeline, projects, resources, and financials in one intelligent system — so firms can move from operational chaos to profitable growth. Built for consulting, accounting, engineering, architecture, marketing, and IT services firms, Accelo connects every stage of the client lifecycle from quote to cash. Embedded AI flags project risks early, predicts outcomes, optimizes resource utilization, and delivers real-time financial visibility — so you know what's coming, not just what happened. Unlike disconnected tools and spreadsheets, Accelo eliminates revenue leakage from untracked hours, scope creep, and manual admin. Teams recover billable time, protect margins, and scale with confidence. Key capabilities: project management, time tracking, resource scheduling, CRM, billing, retainer management, and real-time reporting — all in one platform. -
38
OneSuite
Technext
OneSuite is an all-in-one platform for freelancers, agencies, and small businesses to manage clients, projects, invoices, documents, and leads in one place. It brings together CRM, task tracking, invoicing, contract management, and lead management in an easy-to-use system. With OneSuite, you can track projects, manage leads, communicate with clients, send invoices, and handle contracts effortlessly. The client portal keeps everything organized, while features like invoice cloning, Stripe payments, and digital signatures help you save time and work efficiently. Whether you're a freelancer or growing a business, OneSuite helps you stay organized, professional, and focused on success. Try OneSuite today and take control of your business!Starting Price: Start from $29/month -
39
Moxie
Moxie
Moxie is an all-in-one business management platform specifically designed for freelancers, offering a wide range of tools to streamline client management, project tracking, accounting, contracts, time management, and invoicing. With features like customizable client health snapshots, project organization (from tasks to deliverables), expense tracking, and easy invoicing, Moxie simplifies complex business workflows. It integrates with tools like Google, QuickBooks, and Stripe for smooth operations, and includes features like automated recurring invoices, e-signatures for contracts, and a calendar to track important dates and meetings. The platform also allows freelancers to track time spent on projects, manage proposals, and offer a client portal for seamless communication. Moxie aims to help freelancers save time, reduce administrative burdens, and improve their overall workflow with a user-friendly, centralized system for managing their business.Starting Price: $10 per month -
40
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. -
41
Invoicity
Agentop Services Ltd.
Invoicity is a mobile-first invoicing and estimate generator built for freelancers, contractors, and service-based SMBs who need to bill clients on the go. Create a branded invoice on iOS or Android in under two minutes, share it by link, email, or QR code, and collect payment instantly through embedded Stripe or PayPal checkout. Unlimited companies can live under one account, so side gigs and multiple DBAs stay neatly separated while feeding a single, real-time payment dashboard. Item and client libraries speed up repeat work, automated reminders reduce late payments, and offline draft mode lets you finish paperwork even when the signal drops. Start free—upgrade only when your volume grows. With Invoicity, you spend less time on back-office tasks, look more professional to your clients, and get paid faster, all from the phone already in your pocket.Starting Price: 6.99 -
42
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 -
43
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. -
44
Acronis Automation
Acronis
Acronis Automation is a Professional Services Automation (PSA) solution tailored for modern Managed Service Providers (MSPs), designed to streamline and enhance business operations. It offers comprehensive features including service desk management, billing and invoicing automation, Customer Relationship Management (CRM), project management, stock inventory control, and Key Performance Indicator (KPI) reporting. By integrating natively with Acronis' Remote Monitoring and Management (RMM), cybersecurity, and data protection services within a single console, it enables MSPs to automate billing for various services, manage tickets efficiently, and gain valuable insights into business performance. This centralized approach not only reduces manual efforts but also improves client satisfaction and operational efficiency, empowering MSPs to make informed, data-driven decisions.Starting Price: $49.00/month/user -
45
SherpaDesk
SherpaDesk
SherpaDesk is an easy-to-use, all-in-one helpdesk software for professional services, with all the essential tools to help run your business, giving you the time to do what you do best: Provide world-class-support to your customers. SherpaDesk is the all-in-one automated solution that combines all the tools you need to run your business and team more effectively: Helpdesk ticketing, analytics, invoicing, project management, time tracking and easy billing. Though you might be an IT Rockstar, you won’t need an IT Superhero to set up your PSA. Our quick and easy installation gets you doing more of what you love and out of admin hell. Start with the IT Helpdesk team you have now, then easily (and affordably) add more agents as you grow. Save money by only paying for the agents you need...when you need them. SherpaDesk’s helpdesk support ticketing system makes receiving, routing, responding and reporting on your customer support tickets easy for you and your team.Starting Price: $39.00/month/user -
46
Hello Invoice
Hello Invoice
Hello Invoice is a modern invoicing platform designed specifically for freelancers, contractors, creators, and small service-based businesses. Create and send professional invoices and estimates in seconds, automate recurring billing, accept online and offline payments, track activity, and reduce admin overhead so you can focus on your work, not your paperwork. Unlike generic tools built for everyone, Hello Invoice is purpose-built for solo professionals. It offers just the right features: - Invoices and estimates - Tax calculations per line item or total - Branded templates - Real-time previews - Smart reminders - Estimate/quote approvals - Live notifications when invoices are viewed or paid Each customer has a dedicated dashboard with payment history, notes, and performance insights. Whether you’re managing one client or many, Hello Invoice gives you a clear view of your money, streamlined workflows, and the tools you actually need — nothing more, nothing less.Starting Price: $8/month -
47
Primetric
Primetric
Forecast the availability of your people and track the time they spend on projects to compare your plans with reality. Understand your operational and financial performance at a glance. Bring every part of your business under one roof to accelerate non-billed tasks and focus on what matters most: providing your clients with high-quality professional services. See who’s available, and schedule most suitable people to existing, planned or tentative projects with a single click, thanks to a smart algorithm based on tech & soft skills matrix. Estimate project’s phases, report vacancies, and manage project profitability. Deliver truly data-driven and profitable results. Help employees log their work faster with predictive timesheets and employee dashboard. And then use this data to improve your project. Estimate costs for an individual project and for your entire business. Track all the changes in real-time on dynamic reports.Starting Price: $34.20 per month -
48
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. -
49
Stairkey
Stairkey Software Inc
Stairkey is an all-in-one business management platform for small construction, trades, and contracting companies. It combines estimating, invoicing, project management, accounting, and CRM in a single web app, so contractors can run a job from first quote to final payment without juggling separate tools. Build detailed line-item estimates and convert them in one click into invoices and fully scheduled projects — complete with tasks, subtasks, material and tool lists, and job costing. Track actual costs against budget, issue change orders, and coordinate crews and clients through a mobile portal. Built-in double-entry accounting handles sales tax, reconciliation, and financial reports. It also offers scheduling with route and weather planning, contact management, and an optional AI assistant connection via the Model Context Protocol.Starting Price: $20/month -
50
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
