Best Professional Services Automation Software for Microsoft Word
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Compare the Top Professional Services Automation Software that integrates with Microsoft Word as of August 2025
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This a list of Professional Services Automation software that integrates with Microsoft Word. Use the filters on the left to add additional filters for products that have integrations with Microsoft Word. View the products that work with Microsoft Word in the table below.
What is Professional Services Automation Software for Microsoft Word?
Professional services automation (PSA) software is a technology that helps managing the operations of professional service organizations. It provides tools to integrate business processes and automate workflow, allowing for better organization and performance tracking. PSA solutions typically include components such as project budgeting, resource management, time and billing, customer relationship management, and reporting. Compare and read user reviews of the best Professional Services Automation software for Microsoft Word currently available using the table below. This list is updated regularly.
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Planfix
Planfix
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.Starting Price: $0 per user per month -
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Project Insight
Project Insight
Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data. Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results. Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization. Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.Starting Price: Free
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