Rocketlane Alternatives

SuperOps is the AI-native unified platform for modern MSPs and internal IT teams. It replaces the typical four-to-six-tool IT operations stack - PSA, RMM, helpdesk, MDM, asset tracking, network monitoring, patch management and IT documentation - with a single, built-as-one platform on a shared data layer. That architectural choice is what makes the rest of the platform work, particularly its agentic AI. Monica AI, SuperOps' intelligence layer, was designed alongside the platform from day one. It triages tickets, surfaces patch and CVE risks, drafts worklogs, suggests knowledge base articles, and increasingly handles fully autonomous workflows for routine work. SuperOps supports Windows, macOS, Linux, iOS, iPadOS and Android, integrates with the IT and MSP ecosystem (Slack, Teams, Azure AD, Okta, QuickBooks, Xero, Bitdefender, SentinelOne and more), and bundles Splashtop and ISL Online remote access free. Transparent pricing, fast deployment, founder-led product investment.

Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.

Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.

Pipefy is the AI-driven Business Orchestration and Automation Technologies (BOAT) platform that delivers enterprise results in days, not months. Designed as a secure orchestration layer, Pipefy bridges the gap between rigid legacy systems (ERPs/CRMs) and agile business needs. It allows IT teams to centralize disparate processes under a single control plane, eliminating Shadow IT through an Adaptive Governance framework. Key Capabilities: • Process Orchestration: Manage complex, non-linear workflows across departments without replacing core systems. • Enterprise iPaaS: Native connectors for the main systems of records to unify data silos. • Agentic AI: Deploy autonomous AI agents for document analysis and task execution using a BYOLLM (Bring Your Own LLM) engine. • Security: SOC2 Type II and ISO 27001 certified with granular RBAC. Empower your team to modernize operations and reduce the development backlog with Pipefy.

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

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

ConnectWise PSA, formerly ConnectWise Manage, is a robust business management platform made for companies that offer, service, and support technology. Trusted by more than 100,000 users, ConnectWise PSA offers a wealth of features that enables teams to achieve greater accountability, operational efficiency, and profitability. The platform comes with help desk, time tracking and billing, project management, account management, agreements, sales and marketing, procurement, and reporting tools.

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.

Nostra's powerful AI and matching tools enable you to always put the best employee on each project role. Nostra helps you maximize your utilization and profitability by providing you with the visibility to know who is on the bench, what skills you need to hire for and where project staffing can be improved. Spreadsheets are hard, but Nostra is easy. Manage employees, track time, manage skills, staff projects, view revenue and cost projections and even run your sales pipeline with our kanban style sales board. For professional services organizations or anyone managing their team, Nostra has it all. Our simple to use cloud system integrates with many other cloud platforms and allows you to securely view your data from anywhere.

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.

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.

Prism PPM is the leading Project Portfolio Management (PPM) solution used by successful organizations to manage their projects strategically, mature their Project Management Office (PMO), and ensure alignment with high-level business objectives. Recognized by Gartner on their APMR Magic Quadrant. Spreadsheets and task management tools don’t allow you to easily manage your entire project portfolio, drive greater benefit realization, or improve your processes. Prism PPM is built to help you do exactly that by empowering the PMO with tools for resource management, agentic AI analysis, and out of the box BI-enabled reports created specifically for PPM use cases. Align data and teams around the work that drives the most value. Gain visibility into every facet of your portfolio. Get the leverage to improve delivery outcomes. Risk less and realize more across your entire project portfolio with Prism PPM. Learn more and get a demo at our website.

Teamwork.com is an AI-powered professional services automation platform that helps teams manage projects, resources, and financials in one place. The platform is built for client work, giving businesses visibility into profitability, utilization, budgets, billable hours, workloads, and project delivery. Teamwork.com supports resource management, project management, financial tracking, client communication, approvals, reporting, dashboards, templates, and integrations. TeamworkAI helps teams turn updates into tasks, find information with smart filtering, manage resources, and integrate with models such as Claude and ChatGPT. The platform includes security controls such as SOC 2 Type 2 certification and private data protections that prevent customer data from being used to train third-party models.

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

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 time

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.

Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.

Syncro offers the first Extended Monitoring and Management (XMM) platform purpose-built for midsized MSPs and internal IT teams. The unified platform integrates RMM (endpoint management), professional services automation (PSA), and Microsoft 365 multi-tenant management to help organizations simplify operations, strengthen security, and scale profitably. Syncro delivers powerful automation, native AI capabilities, deep Microsoft 365 integration, and seamless support for 50+ third-party tools—enabling teams to reduce complexity, cut costs, and uncover new revenue opportunities. Its transparent per-user pricing model and commitment to continuous innovation make it an ideal solution for modern IT operations.

monday AI work platform is an AI-powered work management and collaboration platform that enables organizations to manage projects, operations, workflows, and business processes through a centralized digital workspace where people and AI agents work together. The platform combines workflow automation, project management, team collaboration, and AI-driven execution tools to help businesses streamline operations, automate repetitive tasks, and improve productivity across departments such as marketing, sales, IT, HR, operations, and product management. monday AI work platform supports customizable workflows, dashboards, integrations, automations, and AI agents that can perform tasks such as research, reporting, meeting management, risk analysis, process optimization, and workflow orchestration within a secure enterprise-ready environment.

Amazon WorkSpaces is a managed, secure Desktop-as-a-Service (DaaS) solution. You can use Amazon WorkSpaces to provision either Windows or Linux desktops in just a few minutes and quickly scale to provide thousands of desktops to workers across the globe. You can pay either monthly or hourly, just for the WorkSpaces you launch, which helps you save money when compared to traditional desktops and on-premises VDI solutions. Amazon WorkSpaces helps you eliminate the complexity in managing hardware inventory, OS versions and patches, and Virtual Desktop Infrastructure (VDI), which helps simplify your desktop delivery strategy. With Amazon WorkSpaces, your users get a fast, responsive desktop of their choice that they can access anywhere, anytime, from any supported device. Enable contact center agents to work from anywhere with a secure, easy-to-use agent experience. Let contact center agents work from anywhere.

Elevate the digital workspace experience with the efficient and secure delivery of virtual desktops and apps from on-premises to the cloud. Horizon 8 is a modern platform for secure delivery of virtual desktops and apps across the hybrid cloud, from the market leader in software-defined data center and digital workspaces. By leveraging unique integration with trusted technology, Horizon 8 helps IT efficiently deploy and scale virtual desktops and apps from a single control plane with rapid provisioning, automation, and simplified management to extend the best digital workspace experience to end users. Efficiently manage desktops and apps across private, hybrid and multi-cloud infrastructure using a cloud-based console and SaaS management services. Leverage intrinsic security built into Horizon infrastructure to gain highly secure remote access to corporate resources - providing protection from the device to the data center to the cloud.

Modernize virtual desktop and app delivery with a next-generation hybrid desktop-as-a-service (DaaS) platform. Innovative “thin edge” architecture minimizes the infrastructure footprint, yielding lower operational costs, enhanced stability, and reduced maintenance. Boost VDI scalability with a modern, cloud-native design. Manage desktop and app virtualization, scaling capacity to meet organizational needs. Horizon Control Plane Services simplify day-to-day operations and provide visibility needed to gain insights into and troubleshoot environments. Enhance desktop virtualization with a managed DaaS platform, promoting speed, flexibility, and productivity across a distributed workforce while maintaining cost-effectiveness. Deliver virtual desktops and apps from whichever location makes the most sense, while managing all environments from a single pane of glass.

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.

CogniSaaS is a customer-centric onboarding and implementation platform that helps enterprise SaaS businesses achieve faster time to value. It minimizes the usage of silos of tools; improves collaboration with customers and internal stakeholders; tracks and prioritizes hundreds of projects for value delivery through data visualization, visibility, and accountability.

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.

Kaseya BMS is a next-generation Professional Services Automation (PSA) software designed to boost productivity by simplifying IT service delivery and business operations. It provides a single console to manage ticketing, project and task management, billing, quoting, and remote support. With AI-powered tools for faster ticket resolution and integrated documentation, Kaseya BMS helps IT teams streamline workflows, improve collaboration, and deliver exceptional customer service efficiently.

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.

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.

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.

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.

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.

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.

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.

Helios is an AI-native RMM (remote monitoring and management) and PSA platform built for managed service providers. It unifies device monitoring, self-healing automation, patch management (Windows and third-party), Microsoft Defender security monitoring, Microsoft 365 health, one-click remote access, branded client portals and a full helpdesk into one hosted platform. Where most tools bolt AI on as a summary feature, Helios is built around it: AI Ops answers plain-English questions about your fleet and acts on them, predicts disk failures days ahead, and correlates alerts so one outage raises one ticket. A built-in AI Service Desk Agent triages and replies to inbound email in seconds.

DeskDay is redefining how MSPs and IT teams deliver IT support. It’s a modern, AI-driven PSA designed around ease of use, not clutter. From a chat-based service desk to project management, billing, contracts, reporting, and workflow automation, everything lives in one unified ecosystem. At the heart of DeskDay is Helena, the AI assistant that helps teams respond faster, stay informed, and reduce manual work. End users meet MSPs where they already are: Microsoft Teams, web, mobile, and desktop (with SMS and Slack coming soon). This isn’t just another PSA. It’s a customer-centric, omnichannel support experience where every interaction matters, and nothing falls through the cracks.

Datto’s Autotask Professional Services Automation (PSA) is a powerful and intuitive cloud-based PSA platform providing a singular view of the entire business - enabling MSPs to centralize business operations and make data-driven decisions to improve service, productivity and profitability. Autotask PSA allows MSPs to run all aspects of their business at peak efficiency. It combines all the mission-critical tools necessary to run a managed services business. Autotask PSA centralizes operations and provides instant understanding through customizable dashboards and widgets, enabling you to make data-driven decisions. Autotask PSA does not require extensive testing, maintenance, or updates and has a proven track record of consistently delivering 99.99% uptime and unmatched security. PSA is the central hub for any MSP providing a single pane of glass view across the business and increasing efficiency through automating workflows.

Screendragon is an all-in-one AI-powered marketing work management platform built for enterprise marketing and marketing agency teams. The software is the orchestration layer that marketing and agency teams need to unify people, AI, and automation. Global enterprise organisations and agencies utilise Screendragon to manage campaigns, optimise resource management, drive business ROI, and collaborate, all on one solution. Screendragon's software sophistication provides teams with the ability to customise processes to their unique ways of working, enabling companies to streamline their operations, improve speed-to-market, and reduce costs. Screendragon's AI studio offers advanced agentic workflows, alongside their AI Foundary, where teams get access to expert consultants who help design, deploy, and govern AI systems. With over 20 years as a leading software provider, Screendragon is used and loved by global brands and agencies.

Tallyfy is Workflow Made Easy®. You can search everywhere – but you won’t find a more satisfying product that automates all your workflows, forms, tasks, processes, approvals and even documents. Tallyfy integrates beautifully with your existing apps. See what customers say. Tallyfy is a workflow and process management platform that lets you capture and automate every process in your company without coding, without flowcharts and without complexity. Many flowcharts, documentation tools and project management tools are pretty but ultimately – useless. Choose a task automation system that’s pretty and useful. If you want to permanently eliminate stress at work – start Tallyfying now. Capture tribal knowledge into a system. Create blueprints you can actually run – without complex flowcharts, messy documents or code. Training and automation has never been this powerful and easy.

Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Build a stunning and branded client portal in 60s with AI to streamline client onboarding and deliver your services like a pro. Customize it with 10+ built-in tools (File sharing, contracts, approvals, client messaging, tasks, billing..) and integrate 500+ external tools More than 20k businesses, clients and contractors already use Hubflo for their daily work Don’t let processes overwhelm you and get in the way of delivering a great client experience. Impress your clients with a customized and automated onboarding, a smooth delivery and collaboration. Skyrocket client satisfaction and retention Reduce client emails, calls & meetings Speed up onboarding & project delivery Hubflo is ideal for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and any other professional or creative service providers.

KEBS.ai is an AI-powered Professional Services Automation (PSA) platform built for consulting, IT services, and professional services firms. It connects the entire Quote-to-Cash lifecycle, bringing CRM, sales, quoting, project delivery, resource management, project financials, time tracking, billing, and revenue intelligence into one unified platform. With AI-powered insights and intelligent agents, KEBS.ai helps businesses improve utilization, identify revenue leakage, control project margins, forecast revenue, and make faster, data-driven decisions. By connecting pipeline, projects, people, and profit, KEBS.ai gives services organizations real-time visibility and control from the initial opportunity through project delivery and final invoice.

Birdview PSA provides professional services organizations with a single source of truth. The result is better visibility at all stages of the service delivery lifecycle, enabling data-driven decisions, collaboration and increased synchronization at crucial handoff points. Birdview PSA offers deep project management functionality along with resource optimization, project accounting and a powerful set of tools for monitoring and optimizing at both the project and portfolio level. With Birdview PSA, services organizations can enjoy rich functionality without the usual trade-off of a months-long onboarding process and without compromising their budget. This is made possible by a more intuitive user interface and seamless integration with CRMs, ERPs and thousands of other applications.

Baton brings software providers, their clients, and service partners into a communications portal where complex implementations are simplified. Proactively triage, report, and check project status in real time to get your products up and running faster than ever. Create individual implementation projects with highly customizable phases that fit your company’s implementation process. Set up milestones for automated status tracking and standardized project templates to scale your business faster. Leverage Baton’s business intelligence to ensure project tasks, interdependencies, and due date are logically established. Our consolidated view of all of your implementation projects provides new insights into your business. Create monitoring dashboards for your clients’ view as well as dashboards for your entire project base. Stay on top of your customer’s first real experience with your product.

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.

Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.

NetSuite OpenAir is one of the most popular software for cloud solution services, for companies. It gives users the ability to oversee project accounting, timesheet and expense management from a single program. It has more than 1,500 clients, NetSuite OpenAir is the most commonly utilized cloud answer for service companies. Its professional services will help customers implement and customize NetSuite for their individual requirements, providing a platform from which they can productively improve and expand their business.

GuideCX® is a client implementation and onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent process that delivers value faster. You only get one chance to make a first impression. A smooth and transparent client onboarding and software implementation process is key to putting your best foot forward. Get visibility when you’re onboarding new customers with the industry’s only enterprise-level reporting engine. The GUIDEcx Navigator gives you the ability to forecast, optimize, and automate your client onboarding. Customer retention is won and lost during the first 30 days of the onboarding experience. If you treat the customer onboarding experience as an afterthought, your contract with the client will become just that – and who wants to leave money on the table!

Organize, automate & manage customer onboarding from handoff to launch. Finally, software made specifically for customer implementation teams. Customer onboarding isn't meant to be one-size-fits-all. Every customer is unique, it's time to say goodbye to your inflexible templates. Onboard’s software uses variable customer requirements to create dynamic launch plans (aka Maps), saving endless time & energy and providing a truly customized onboarding experience. Stakeholders, both from your team (internal), and your customers' team (external) work off the same dynamic launch plans: providing end-to-end visibility, accountability and keeping everyone on the same page. Never again ask your team, "Where is this customer in the onboarding process?" Much of the onboarding process is repetitive, enable your team to launch more clients faster, with less effort. Provide consistent, reliable service & maximize customer ROI by reducing time-to-value.

MangoApps is a leading intranet platform and employee hub that unifies people, knowledge, tools, and AI into one secure digital workplace. Designed for both desk and frontline employees, it replaces scattered systems with a single source of truth—accessible anywhere, on any device. The platform combines a modern intranet, frontline employee app, and AI Assistants to streamline employee communication, boost employee engagement, and improve the employee experience. Employees can instantly find information, collaborate, manage tasks, complete training, and connect with company culture—all in one place. With enterprise-grade security, mobile-first design, and adoption rates over 90%, MangoApps scales to any workforce size. It helps organizations reduce app overload, bridge the digital divide, automate workflows, and integrate with 200+ business tools—empowering every worker to deliver better results, faster. Ideal for enterprises seeking a connected, informed, and engaged workforce.

Planview ChangePoint is a Professional Services Automation (PSA) platform automating the Orders-to-Cash lifecycle for services organizations, from CRM and opportunity management through contract execution, delivery, billing, and revenue recognition in one application. Key capabilities: • Engagement management separating financial contract terms from project delivery, supporting Fixed Fee, Time and Materials, and Mixed billing within one engagement • Resource planning with demand and capacity analysis, skills-based search, and utilization tracking • Project and program management with multi-level WBS, stage-gate workflows, and earned value analysis • Time and expense management with configurable approval workflows • Direct billing and revenue recognition, with multi-currency and multi-jurisdictional support • Embedded Cognos Analytics reporting across all modules

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.