Alternatives to RealTime PSO
Compare RealTime PSO alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to RealTime PSO in 2026. Compare features, ratings, user reviews, pricing, and more from RealTime PSO competitors and alternatives in order to make an informed decision for your business.
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1
Kantata
Kantata
Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment -
2
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 -
3
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 -
4
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 -
5
Forecast
Forecast
Forecast is a full-scale project and resource management solution that grows out to a complete suite of great functionalities. It unites project management, resource planning, team collaboration, finance, and reporting under one roof, bringing the power of AI to automate administrative tasks. It's a robust alternative to point project management solutions used in professional service organizations. Perfect for companies of 50+ employees who want the full project portfolio and resource overview, in one software. * More predictable and accurate project proposals * Better planning and analysis with Insights & Reporting * Stronger Business decisions supported by AI * Flexible resource management with Project and Task Allocations * Efficient Task and Time Management * Actionable Insights into Project Profitability with cost, revenue and profit updated in real timeStarting Price: $29.00/month/seat -
6
Q360 PSA Solution
Solutions360
Get 360° view of your entire business with the help of Q360, a Professional Services Automation (PSA) software solution from Solutions360. Q360 is an end-to-end business management software that handles all aspects of business--from accounting, including full financials, project management, job costing, sales, service dispatch and inventory. By implementing the Q360 PSA software, businesses can improve customer relationships, deliver project-sensitive information to stakeholders on time, get real-time visibility into costs, and eliminate the use of disparate systems, saving time and effort.Starting Price: $155 -
7
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 -
8
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. -
9
Inspire Planner
Inspire Planner Inc.
Inspire Planner is one of the leading Salesforce project management apps. It is used across multiple industries by companies of all sizes, ranging from small businesses to large public enterprises. For years we have searched for an effective Salesforce-native project management application with little success. Our search on Salesforce AppExchange led us to apps that were either too expensive, had too many features that we didn't need, or were selling a new way of doing things. We chose to put our talents to work and develop the app we were in search of. This vision became Inspire Planner. With Inspire Planner, you can enjoy many powerful features such as multiple predecessors, interactive Gantt chart, automations, templates, time tracking, resource capacity planning, and many more, while enjoying our intuitive UI. If you are using Microsoft Project, Smartsheet, or a similar tool but want to integrate everything in Salesforce, Inspire Planner can be an ideal transition.Starting Price: $40/user/month -
10
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. -
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
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 -
13
Unit4 PSA
Unit4
Improve your performance, and profits, with the Unit4 PSA Suite. Specifically designed for your industry, the Unit4 PSA Suite is a state-of-the-art Professional Services Automation solution to help you manage your entire business: from the first client contact to invoicing and cash collection, built on the powerful Microsoft Dynamics 365 platform. Manage your risk and compliance with the integration with WWFT/BSA/ASM, register your hours directly on the right engagement with the Mobile App with timer, and recognize all revenue and Work-In-Progress in one single solution. Get rid of time-consuming time and expense entry with the PSA Mobile App with timer, and plan your outsourced resources efficiently within the Gantt chart availability and utilization overview.Starting Price: $25 per user per month -
14
Promys
Promys
Promys Enterprise PSA is one of the best-reviewed cloud-based professional service automation (PSA) platform for information technology, managed services, and audiovisual and physical security solution providers. Scalable and easy to use, Promys Enterprise PSA offers a host of features that include a help desk, time and billing, project management tools, procurement, service contract management, customer asset management, and reporting. The solution also provides real-time status updates for invoicing, purchase orders, and reports for products, labor, contracts, and revenue.Starting Price: $39.00/month/user -
15
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. -
16
NetSuite SRP
NetSuite
NetSuite SRP provides a comprehensive, end-to-end Services Resource Planning (SRP) solution that supports an entire services business. From Customer Relationship Management (CRM) and Professional Services Automation (PSA), to accounting/Enterprise Resource Planning (ERP), NetSuite SRP supports the complete bid-to-bill lifecycle with a powerful Software-as-a-Service (SaaS) suite. NetSuite SRP helps you complete projects more quickly, generate invoices accurately and efficiently, and decrease accounts receivable cycles, so you improve cash flow and eliminate revenue leakage. With NetSuite SRP, you gain complete visibility into and control over the entire business—in real-time, from the moment a new opportunity is identified through to project delivery, invoicing and revenue recognition, all while eliminating double entry and costly systems and integrations management overhead. -
17
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. -
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
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 -
20
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 -
21
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. -
22
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 -
23
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 -
24
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. -
25
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 -
26
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 -
27
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 -
28
Alert
Vital Business Solutions
Alert is a business management system specifically designed to meet the operational and business management needs of information technology (IT) product and service organizations and corporate IT departments. Alert helps organizations dramatically improve critical IT business processes to increase profits and performance. Real-time management and integration of Projects, Resources, Time and ad hoc Support demands are the strengths of Alert. Alert is an integrated system that manages the full project life cycle from initial customer request to delivery and billings. Projects form the hub of Alert with all activities, both core and supporting, being managed by projects. Alert may be deployed as an enterprise system concurrently managing multiple and separate companies or as a single company system. Alert is also multi-currency capable allowing each Company to operate in a 'Local' currency and transact with customers in multiple foreign currencies. -
29
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 -
30
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 -
31
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. -
32
Accorto
Accorto
Accorto is professional-grade time and expense management software that gives you the power to seamlessly integrate project and resource management with billing – from opportunity to project to invoice and payroll integration. Accorto is different – unlike other PSA software, Accorto is a native Salesforce application, giving you the versatility to customize objects and extend their application within Salesforce with a minimal learning curve. All data is securely stored in Salesforce and with that available for all reporting and dashboard options. In addition to our personalized product support, we provide customization and configuration services, training and an expert Help Desk. Accorto is truly professional services automation – for professionals. Get a free Demo and experience for yourself the smarter, easier, more powerful PSA solution.Starting Price: $7.50 per user per month -
33
Celoxis
Celoxis Technologies
Celoxis is a Enterprise online project management solution for midsize to large businesses to help them plan and manage complex and diverse project portfolios. The collective suite includes modules for resource management, budgeting, revenue forecasting, time and expense tracking, reporting and team collaboration. Celoxis includes features such as advanced scheduling, which combines real-world conditions, such as resource time off, multi-time zone, part-time resources, working weekends etc., into one schedule. Users can automatically send reports as an attachment in an email to a set of users as well as roll up data captured from custom fields to the sub tasks to summary tasks and projects. In addition, Celoxis’ interactive Gantt chart can handle 10,000 tasks linked from different projects. Celoxis offers a choice of cloud-based or on-premise deployment. The solution is fully customizable and offers seamless integrations with Excel, Outlook, Salesforce.com and more.Starting Price: $25.00/month/user -
34
Certinia PS Cloud
Certinia
Professional Service Automation (PSA) by Certinia (formerly FinancialForce) is an all-in-one integrated application that helps professional services businesses meet customers expectations and drive revenue growth. This powerful software offers a host of features that include resource management, time and expense management, billing and revenue recognition, project management, sales engagement, and more. By leveraging Professional Service Automation (PSA) by Certinia, you can schedule the right people on the right project, engage customers and partners, and focus on project profitability for better resource management and customer satisfaction. -
35
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 -
36
Saviom PSA
Saviom
Saviom's Professional Services Automation platform is an all-in-one suite to power the needs of the services crowd. Improve your profitability by moving crucial resources from non and low-billable work to high-billable projects. Experience real accuracy with features to manage team discussion, project progress updates, taskboards, built-in expense and time templates. Get onboarded today with a free and fully-personalized trial! -
37
WorkRails
WorkRails
Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation. -
38
Polaris PSA
Polaris
The Polaris self-driving professional services automation (PSA) uses advanced technology to analyze real-time data, and deliver recommendations to help keep projects, resources, and finances on track. With MissionControl in Polaris PSA, get real-time visibility into all the metrics you need to get your work done. So your resourcing, financials, and project information are all in one place. With your up-to-date live view of the business, you are in control and can make early course corrections. Leverage historical and real-time information to quickly adapt to changes and make decisions in the now. Define your framework and methodology for managing projects, resources, and financials. Easily enforce standard processes, formats, data and workflow across your organization. Get everyone on the same page to ensure consistent execution and growth using configurable PSA software.Starting Price: $29 per month -
39
PDWare
Portfolio Decisionware
Projects fail because of a lack of alignment between priorities and people. It’s that simple. And even if initiatives are on track, the amount of time spent in status meetings is a real drain on organization time – time that could be better spent on more productive tasks. Wouldn’t you rather spend your time, and that of your teams, more efficiently? It’s time to put resources first with real-time data on supply and demand. When it comes to workforce planning and resource management, you need to start with the most important projects and workloads and allocate resources according to business priorities. This fundamental change in how you manage your tasks and people is the difference between getting what matters done or falling behind, and it’s at the heart of ResourceFirst by PDWare – one of the most powerful cloud-based resource management software solutions on the market, that is as easy to use as Excel. -
40
Plan for profitability from the start with Progressus for Microsoft Dynamics 365 Business Central, designed for small and mid-sized professional services firms. Profit requires the perfect intersection of planning and execution from assigning resources to tracking every project dollar. Progressus for Microsoft Dynamics 365 Business Central is professional services management software that provides what you need to put profitability first, not last. Easily track, view and analyze costs. Get instant expense visibility before the end of an accounting period. Record items or inventory against a project. See information in easy to view dashboards and reports. Get unlimited budget revisions. Budget generic resources as placeholders. Copy budgets from previous projects. Register materials consumption directly on the project. Compare budget details with actuals to the task level. Enable teams with Outlook integration, CRM functionality, and easy-to-use workflows.Starting Price: $500/month per 25 users
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41
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. -
42
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 -
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
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. -
45
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. -
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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. -
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MyriadApp
AZUR Group
Collaborate company-wide via a single system that’s accessible by all employees. Using Chatter, you’ll get Facebook-level collaboration functionality for your entire organization, enabling team members to initiate discussions that can ultimately improve your project performance. View project progress in real-time. Create reports and customize your invoice templates to answer your business needs. Get mobile access to your contacts, KPIs and dashboards. Check in on your business from wherever you are. MyriadApp is the new, budget-friendly, Cloud-based professional service solution powered by Force.com. MyriadApp can be customized to streamline both your external processes and internal systems. Are you certain you’re getting all your customer data? MyriadApp centralizes all your customer-related data in a single location. Manage accounts, contacts, contracts, projects, timesheets and invoices. Consolidate key information from all your projects and service contracts. -
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IRIS Practice Engine
IRIS
IRIS Practice Engine helps you look forward with confidence. Our Cloud-based practice management software gives you the clarity and confidence to make better business decisions. Operating in the market for more than 20 years, IRIS Practice Engine has helped a host of practices grow their business by enhancing efficiency and improving client relationships. Over the last few decades, the company itself has continuously evolved and innovated its software, developing it to keep pace with the changing needs of the accounting space. At IRIS Practice Engine, we know that you want to be a growing, forward thinking firm, unrestricted by your technology and processes. In order to do that, you need one solution to manage your firm. The problem is that legacy software doesn’t have the features and capabilities you need, which makes you feel frustrated. -
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ServiceTree
ServiceTree
Rather than a mess of back and forth emails, clients are able to schedule a time on the calendar with a specific tech or the next available team member. ServiceTree is designed for the distinct needs of an MSP, created using data and analytics from over 100,000 tickets. ServiceTree integrates seamlessly with daily operations as a downloadable Chrome extension. After a quick 5-10 minute setup, techs are a simple click away from working on their next ticket. As the manager, you will have a different view than your techs. You will see the next five tickets that the techs are expected to work on. Tech’s hit one OpenNext™ button that automatically changes the status to in progress and starts time tracking. ServiceTree is revolutionizing professional services automation in the MSP industry with its patented OpenNext™ technology.Starting Price: $0.99 per month -
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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
