Best Professional Services Automation Software for Salesforce
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Compare the Top Professional Services Automation Software that integrates with Salesforce as of October 2025
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This a list of Professional Services Automation software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What is Professional Services Automation Software for Salesforce?
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 Salesforce currently available using the table below. This list is updated regularly.
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1
Replicon
Deltek
Replicon's time-tracking platform is scalable and configurable to support the diverse needs of small, mid & large businesses with a remote and globally distributed workforce. Replicon’s Time Tracking is a cloud-based, enterprise-grade solution that tracks employee time across projects, tasks, presence, and absence to facilitate client billing, project costing, and compliant payroll processing. The scalable and configurable platform offers seamless integration with common business technology stacks, such as ERP, CRM, Accounting, and payroll solutions. With AI-powered time capture, mobile apps, and labor compliance as a service, Replicon makes time tracking hassle-free. A purpose-built professional services automation solution for IT services, management consulting, media and marketing, engineering and construction, financial, audit, and legal services organizations.Starting Price: $6 per user per month -
2
Kantata
Kantata
Kantata PSA, formed by a merger between Mavenlink and Kimble Apps, is a powerful collection of operational management, resource optimization, business intelligence, integration, and workflow automation functionality that optimizes resources and elevates operational performance. A resource-first architecture, Kantata enables services businesses to field the best team, every time and see up-to-the-minute progress against timelines and budgets so projects run smoothly, predictably, and profitably. Kantata is purpose-built to help consultancies and professional services organizations with 50 to 5000+ employees. -
3
Planview AdaptiveWork
Planview
Planview AdaptiveWork (formerly Clarizen) enables PMOs and professional services delivery teams of all sizes to gain real-time visibility across all their work, automate workflows, proactively manage risks, and deliver greater business impact. Align to company strategy and ensure your workforce is as effective as possible, focused on delivery of the right things at the right time. Track, manage, and prioritize work requests and ensure all requests automatically include all relevant details needed to execute. Bi-directional integration with your CRM using custom triggers to capture opportunity details for planning your client projects. Automate and manage the different stages (submission, scoring, prioritization, routing, and approval) of the request process to be considered for conversion into projects, work, or tasks.Starting Price: $45.00/month/user -
4
ThinkAutomation
Parker Software
Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.Starting Price: $2,700/year -
5
Moxo
Moxo
Moxo revolutionizes professional services automation with its comprehensive Service Orchestration Platform. By consolidating complex client workflows into a single, secure digital workspace, Moxo enhances efficiency and collaboration throughout the service delivery process. The platform's Moxo Flow feature enables firms to create customized workflow templates for client onboarding, project management, and ongoing service delivery, incorporating native actions like digital signatures and real-time collaboration. This approach streamlines operations while maintaining the flexibility to deliver high-touch, personalized client experiences. With extensive integration capabilities, Moxo ensures seamless data flow between existing systems, facilitating comprehensive project tracking, resource allocation, and client management across the organization. -
6
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 -
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
HaloPSA
Halo Service Solutions
HaloPSA is a modern and intuitive Professional Services Automation (PSA) solution, designed for Service Providers. With HaloPSA’s cloud platform, manage your entire business, modernise your customer experience and automate your service. As an all-inclusive platform, take advantage of all the features including Billing, Project Management, Reporting, time tracking and much more. Furthermore, take advantage of over 50 integrations to centralise your systems. Overall, HaloPSA is trusted by 100,000+ teams from 50+ countries, including global organisations such as Atos, NEC and Gijima.Starting Price: $35 per user per month -
9
PSOhub
PSOhub
The only all-in-one Project Management software that seamlessly integrates with your favorite CRM. Start increasing your productivity for only $8.50 per month. What PSOhub does for your organization: Manage all your projects easier through improved collaboration, easy scheduling, and budget management. Prioritize, delegate, and report on your projects. Track and manage team activities with task boards. Use templates and other smart contract functionality to manage your fixed fee or time-and-material contracts, and send detailed quotes that convert directly into a project. Manage your resources with ease. No more guessing. Log more time with self-driving time tracking and simple manual time logs in your PSOhub calendar, timesheet grid, browser extension or mobile app. Send personalized invoices, both automatic or manual and spend less time on approving, sending and tracking your invoices.Starting Price: $12.50 per user per month -
10
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 -
11
monday.com
monday.com
Simplify the way your team works with monday.com, a cloud-based project management platform that provides customizable no-code solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and more. monday.com allows businesses of all sizes to work in an efficient environment where every team member can assign tasks, automate repetitive work, collaborate in real-time, and share files. With this platform, you can manage everything from simple to complex projects and ensure seamless communication between team members. Customizable dashboards give quick high-level overviews of every project, visual boards help organize tasks, and thanks to integrations with third-party applications such as Outlook, Zoom, Gmail, Google Drive, Dropbox, Excel you can continue working with all your existing tools within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries and verticals.Starting Price: $39/month for 5 users -
12
Wrike
Wrike
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.Starting Price: $10 per user per month -
13
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 -
14
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 -
15
ConnectWise PSA
ConnectWise
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. -
16
Teamwork.com
Teamwork.com
Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.Starting Price: $5.99 per user per month -
17
Birdview PSA
Logic Software
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.Starting Price: $13.50/month/user -
18
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 -
19
Emburse Nexonia
Nexonia
Emburse brings together some of the world’s most powerful and trusted financial automation solutions. As part of our product portfolio, Emburse Nexonia carries a promise to humanize work while delivering expense, accounts payable, and time tracking solutions tailored for Intacct and NetSuite. Customers choose Nexonia for: - Tight integrations with ERP's and accounting systems - Fast expense submissions with an easy to use mobile app - Handles complex approval workflows Nexonia's simple-to-use application is fully integrated with ERPs, credit cards, and other systems supporting a variety of businesses, and are designed to streamline the reporting and approval process, improve human resource management, and enhance operational efficiency. Nexonia is trusted by organizations including CrossFit, Hamamatsu Corporation, and Lufthansa System.Starting Price: 12/user/month -
20
Nostra
Nostra
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.Starting Price: $5/user/month -
21
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. -
22
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. -
23
Accelo
Accelo
Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease.Starting Price: $24 / User / Product / Month -
24
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 -
25
VOGSY
VOGSY
VOGSY is an All–in-one CRM and ERP system for global project teams. Multiple countries, multiple currencies, one resource pool - VOGSY makes it easy to set up new countries, track international projects, and connect multiple concurrent local finance packages. Create your Global multi-currency Single Source of Truth with unparalleled speed and ease and enjoy the benefits of having everything in one platform: - Report revenue, cost and margins for local offices, regions and consolidated worldwide - Hook up as many local accounting tools as you need for one global - yet localized - AR and AP proces - Don't miss out on cash with integrated billing schedules - Keep track of documents with our Drive integrations - Show revenue opportunities and their capacity impact without manual rework - Forecast revenue based on resource planning, not on guessworkStarting Price: $14.00 per user, per month -
26
Rocketlane
Rocketlane
Running high-touch customer onboarding and software implementation projects? Rocketlane is a purpose-built software that helps you hit your project milestones on time, shorten your time to value & deliver a 5-star experience. Rocketlane brings project management, document collaboration, and communication together with a one-of-its-kind unified workspace that improves visibility, keeps customers accountable, brings consistency in your methodology, and elevates the customer experience. Rocketlane was rated #1 on Product Hunt and current work with Unicorns like Chargebee and many other fast-growing SaaS companies globally like Leadsquared, Joveo, Netcore, etc. Start your free trial today.Starting Price: $19/month/user -
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
TimeHero
TimeHero
TimeHero is the only task management tool that schedules your work for you, so you can get more done. Add to-dos, events or entire projects, and TimeHero will find the time in your calendar to complete them. As things come up, TimeHero reorganizes your schedule and notifies you of risk! TimeHero shows you when projects are falling behind, and gives you the tools to bring them back on track. Pinpoint risky tasks and overloaded team members in seconds. No check-ins or update meetings required. Reallocate tasks and adjust workflows, so your team never misses a deadline.Starting Price: $12.00/month/user -
29
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 -
30
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