Alternatives to IRIS Practice Engine
Compare IRIS Practice Engine alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to IRIS Practice Engine in 2026. Compare features, ratings, user reviews, pricing, and more from IRIS Practice Engine competitors and alternatives in order to make an informed decision for your business.
-
1
Project Insight
Project Insight
Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. -
2
Deltek Replicon Time
Deltek
Replicon Time is a leading cloud-based project time tracking platform that helps mid-market and enterprise organizations manage time, projects, and workforce operations with accuracy and confidence. It provides a single source of truth for all time data — connecting project delivery, billing, payroll, labor compliance, and workforce productivity across global teams. Key Features & Benefits • AI-powered Time Tracking • Project Time & Cost Management • Workforce & Scheduling Management • Leave & Absence Management • Compliance & Governance • Payroll & Billing Integrations • Analytics & AI Insights • Mobile & Global Support Trusted by finance, operations, HR, & compliance leaders across industries like professional services, IT, consulting, engineering, & government contracting, it helps improve profitability, ensure compliance, and make confident, data-driven decisions.Starting Price: $6 per user per month -
3
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 -
4
BQE CORE
BQE Software
Effortlessly provide principals, project managers, and entire staff with the information they need. Monitor KPIs like project performance, time and expense, and profitability on BQE CORE's powerful dashboard. Watch real-time status of tasks by phase, track progress, and compare budgeted hours and costs vs. actual so nothing falls through the cracks. Efficiently allocate resources with interactive Gantt charts and accurately forecast every time. Manage your new sales opportunities, activities, and performance through Core CRM, specifically built to address the needs of professional services. Discover how BQE CORE helps you focus on the essential parts of your practice while effectively managing client projects. Book your own personalized demo today! -
5
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 -
6
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. -
7
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 -
8
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 -
9
Jovaco Project
Jovaco Solutions
With more than 25 years of experience as an Independent Software Vendor (ISV), JOVACO Solutions has acquired a keen understanding of the specific needs and realities of project-based organizations. This has allowed us to develop a leading-edge project management solution that supports firms’ actual business processes and not the other way around. As project-based organizations make up 50% of our customer base, JOVACO Solutions can recommend best practices and proven solutions based on long-term partnerships. Built on the Microsoft Dynamics platform, our project management solution, JOVACO Project, offers 360° visibility into all business operations throughout the entire lifecycle of your projects. Developed with the needs of professional services firms in mind, this proven solution provides all the tools needed to better control projects, manage tasks and operations, and streamline processes from a single platform.Starting Price: $3000 one-time payment -
10
TekLAW
NewWave Technologies
TekLaw makes your law office more productive and profitable. Affordable and easy-to-use practice management system for smaller firms, get your office organized and functioning smoothly. A comprehensive solution, TekLaw tracks your cases, time, calendar, appearances, discovery due dates and invoices and syncs with Outlook and your PDA. With over 15 years of professional experience, our hands-on approach, combined with extensive industry contacts, give us access to the personnel you need. Project managers, software engineers, programmers, business analysts, help desk reps, and hardware technicians: New Wave Tek delivers the best recruits. TekLAW software allows you to view many aspects of a case profile easily to protect yourself from potential malpractice. Track cases with a detailed calendar that creates alerts for key dates, daily task lists, assigns tasks to multiple employees and tracks status of tasks. Never miss another deadline. -
11
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 -
12
ArchAdministrator
PS Software Solutions
ArchAdministrator has harnessed the power of the multi-layered relational database to simplify the task of recording, organizing, and analyzing the wide variety of data generated by your architectural or engineering practice. With more than eighty releases since its introduction in 1997, ArchAdministrator continues to establish itself as the standard against which all office and project management software will be measured and offers one of the most comprehensive ERP solutions for architects and engineers currently on the market. ArchAdministrator has garnered praise from the A/E community and maintains a competitive lead in its technical innovation, seamless integration, and user-friendly design. ArchAdministrator’s Accounting module simplifies the task of recording, organizing and analyzing accounts and accounting transactions. Predesigned charts, graphs, tables and summary reports will organize accounting data into meaningful information.Starting Price: $395 one-time payment -
13
Dayshape
Dayshape
Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. The platform seamlessly fits with existing ecosystems through integrating with ERP, PSA, CRM, HR systems, and more. Dayshape also stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions and ensuring satisfied clients and teams, we're helping our customers build strong organizations and careers for the long term. -
14
Parallax
Parallax
Parallax empowers teams to adopt industry best practices that unlock stronger margins, better revenue, and strategic growth. Parallax exists to help growth-minded digital services companies make strategic decisions with confidence. Homegrown tools and a fragile array of spreadsheets keep data and decisions in silos. Monolithic platforms force delivery teams to sacrifice the tools they use every day. A lack of visibility prevents consistent performance. A connected toolset and a shared perspective can remove friction and uncertainty among teams. Parallax is an innovative PSA solution focused on integrations and a consultative approach to help you operate healthier and grow with purpose. Parallax is a powerful PSA solution that helps drive operational maturity to maximize profitability and drive growth. We built Parallax to solve for the fractured homegrown tools or monolithic solutions that fail to deliver. -
15
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. -
16
Certinia Professional Services Cloud
Certinia
Certinia Professional Services Cloud is an AI-powered PSA platform that connects sales, staffing, delivery, billing, renewals, and financials on Salesforce. The platform helps services organizations manage the full lifecycle from pipeline to profit with one connected system of record. Veda AI adds intelligence across estimation, staffing, delivery, reporting, time capture, and project execution. Certinia PS Cloud supports services estimation, resource management, project management, services billing, and services financials. The platform helps teams reduce administrative work, staff projects faster, protect margins, eliminate revenue leakage, and improve forecasting. Built for consulting, IT services, software, IT hardware, tax, audit, and advisory firms, Certinia PS Cloud helps services businesses run with more clarity, speed, and confidence. -
17
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. -
18
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 -
19
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 -
20
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. -
21
Empire Suite Software
WSG Systems
Software solutions that keep your critical workflows simple, seamless and smart. Empire SUITE is a leading cloud-based software solutions provider that increases efficiency, speed, effectiveness, and clarity within the critical workflows that keep your business running, your projects on time, and your employees happy through its simple, seamless, and smart solutions. We serve companies in every region of the world who depend on our suite of products to work efficiently. In fact, our users have scheduled more than 125 million hours and invoiced over $50 billion. With a five-star rating from CPA Practice Advisor, the Empire SUITE is a leading time, expense, and resource management software solution across industries worldwide. Our employee planning, productivity, and forecasting solutions help businesses gain transparency and efficiency, accomplishing higher-value goals with their staff through optimized scheduling and nearly effortless time and expense entry.Starting Price: $10.00/month/user -
22
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 -
23
Unanet
Unanet
Unanet’s ERP and CRM solutions drive bottom-line growth by connecting your projects, people and financials with greater efficiency and improved decision making. Unanet knows your business is unique. And a unique business needs tailored solutions. Unanet delivers modern, end-to-end business solutions that meet the needs of your project-based business. Our seamless, purpose-built integrations automate and streamline critical business processes, giving you functional ERP and CRM solutions that turn information into actionable insights. Unanet is widely recognized for providing best-in-class functionality tailored to your industry. Unlike software built for all or versioned generically for industries, Unanet was purpose-built for government contractors, architecture, engineering, and construction firms. The results? Get industry focused functionality and project-based ERP and CRM solutions that turn information into actionable insights for your industry.Starting Price: $10.00/month/user -
24
]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. -
25
Collective OS
Collective OS
Collective OS is a trusted partnership ecosystem for professional service firms to find experts, case studies, share work experiences within your organization, and build private talent networks (collectives) with other firms. Use your agency management software to have employees and contractors create profiles, enabling you to quickly find the right expertise and availability within your network for any job, all in one place with Collective OS. Enhance your scale by grouping firms with similar experts or broaden your expertise by partnering with complementary firms, creating a versatile collective. Build a collective of companies for scale by clustering similar firms or for expertise by collaborating with symbiotic firms with complementary skills leveraging our agency management software. Expand what your company is capable of offering to your clients. Build and join networks of trusted & vetted talent. -
26
Clarity Practice Management
Clarity Practice Management
Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. No other platform lets service providers and their clients meet from one easy-to-drive platform.Starting Price: $50 per month -
27
iBE.net
Integrated Business Environment
iBE.net is a complete software solution for professional services firms. Available on web or mobile for a low monthly fee, iBE.net makes it possible for firms to streamline processes from lead to payment. The platform is loaded with tons of features, including time, project financials, billing, HR, CRM, resource planning, workflow, Quickbooks integration, and powerful reporting.Starting Price: $299.00/month -
28
Whoz
Biznet
Maximize your operating margin ESN, consulting firms, engineering companies: digitize your staffing with a solution dedicated to you. Optimize your entire staffing cycle Whoz digitizes all the stages of your staffing: you have all the management and steering tools to identify growth opportunities and eliminate profitability leaks. We support service companies (ESN, consulting, engineering ...) from a few tens to several thousand consultants. Harness the full potential of your business. Get the best out of your business by taking advantage of an innovative solution designed to help you progress and improve your results. Find all profiles of your company in one place. You have access to all profiles in a few clicks. Stop wasting time qualifying your resources. In the same place, you will find detailed sheets on each profile: key skills, profession, area of activity and contact details. Our directory gives you access, in one place, to all the key information about each profile. -
29
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
-
30
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. -
31
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. -
32
RealTime PSO
Trinity Systems Technologies
RealTime PSO is a patented enterprise professional services and outsourcing on demand sales and delivery cloud-based application. Professional services firms and outsourcing organizations use RealTime PSO to sell and deliver firm services on demand for real-time revenue-- displacing sole dependence on RFPs and receivables for revenue. Visit www.realtimepso.com or the Salesforce AppExchange for a fee 30 day trial.Starting Price: $65 per user per month -
33
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. -
34
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 -
35
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. -
36
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 -
37
Klient
Klient PSA
Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.Starting Price: $15 per user per month -
38
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 -
39
Open Practice
GlobalX
Developed in collaboration with Australian legal professionals, Open Practice software is a robust legal practice management system that has supported mid-to-large firms for decades. Supporting over 7,400 legal staff across hundreds of firms nationwide, working as a central engine for all the information, resources and services legal communities require to perform their job according to best practice. Ongoing access to new product releases, regular user groups and our live’n’local support team drive long-term value for Open Practice firms. Matter-centric workflow and data integration with precedents, search, electronic contracts and document management facilities deliver optimal end-to-end industry best-practice for every user at every level of the firm. The technology underpinning Open Practice enables a scalable integrated practice management software, capable of supporting sites from 5 to hundreds of concurrent users across multiple branches. -
40
Abtrac
Abtrac
Abtrac is the fully cloud-based project management and invoicing software solution used by professionals in the AEC space. Suitable for designers, engineers, architects, planners, land surveyors, project managers, and more, Abstrac helps the AEC industry streamline business processes and increase their profitability through its power capabilities that include project management, work scheduling, invoicing, and reporting for professionals. Other important tools and features include timesheets, debtors module, and accounting integration.Starting Price: $60.00/month/user -
41
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 -
42
WINGS
Crocodile Solutions
Wings Legal Disability Case Management software in the cloud is a nationally recognized secure cloud-based software that is a platform for law firms of all sizes to store, manage and protect their clients’ disability case files and offers unparalleled automation for the practice of law, especially in the areas of social security disability, veterans law, workers' compensation and personal injury. Crocodile Solutions was founded by a law firm practice manager with a decade of experience. In an effort to help his firm grow without adding administrative staffing and expense, he designed one of the first legal practice management software offerings ever developed. Thirty years later, he has developed multiple software products, now combined into one robust platform, and evolved to serve attorneys and firms of all sizes across the country. Process tracking to keep things moving without missing deadlines.Starting Price: $65 per month -
43
PIMARC
PRL Info Systems
Pimarc Project Management Systems offers a project management software that's custom designed to your architecture or construction business needs. It also features a Survey Record Index (SRI) to give you real-time data on every project you undertake. This ensures you keep costs down, minimum project delays and save valuble time. If your architect firm needs to spend more time on managing projects and less on managing paper, Pimarc Project Management Systems if exactly what you need. Our revolutionary software allows you to plan, schedule and execute every project you undertake with greater efficiency so that you can take on new clients and gain more business. The Pimarc project management software suite integrates with your existing business and accounting systems without any interruption. With an easy-to-use web-based interface, you'll see gains in productivity almost immediately - both in the office and on your bottom line. -
44
backdocket
backdocket
Backdocket was designed to use proven case management best practices, so you don’t need to reinvent the wheel. Backdocket then adds business analytics to your case management, so you can see what’s making your firm successful. Armed with that information, backdocket lets you customize and evolve to help your firm be the best it can be. Backdocket starts you off with tried and true processes, but we know you need to make it yours. Backdocket gives you the power to collect, track, and act upon the data that makes your business run. You can create fields, place them where you want them, and then run reports on them in minutes with no programmers. We work with lots of firms, so we have seen what works and what doesn’t. Throughout your onboarding process, the backdocket team will be there to answer questions about configuration and best practices.Starting Price: $39.99 per user per month -
45
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 -
46
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. -
47
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 -
48
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 -
49
Anchor
Anchor
Anchor is designed for service providers unique billing needs, and is built to dramatically improve efficiency, save money, energy and countless hours of work. Anchor is an accounts receivable automation system that changes the old way billing is done by automating the entire process, turning it from a frustrating burden into a seamless function for both vendors and customers. To create a fully autonomous billing system and close the cycle effectively with zero errors, we discovered that we must start before the billing even begins: at the agreement stage between a vendor and their client. The secret sauce is turning the engagement letter into a live tool that you work with as a single source of truth between you and your clients. You never need to deal with payment details and collections directly. Your client only needs to provide them once.Starting Price: $5 per payment -
50
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