Alternatives to Graysync

Project Insight helps organizations connect project data across teams and systems to make better decisions about their business. As a strategic project and portfolio management platform, it brings together resource and capacity planning, financial management, project requests, execution, governance, and portfolio performance. The result is a connected project data backbone that gives PMOs and executives visibility into organization-wide work and supports trustworthy reporting, forecasting, and AI analysis. Teams can continue using familiar tools such as Jira, Azure DevOps, Microsoft, Salesforce, ServiceNow, and HubSpot while Project Insight brings their project information into one central command center, reducing manual data entry and disconnected reporting. Manage projects, programs, and portfolios using flexible workflows, intelligent scheduling, Gantt charts, Kanban boards, time tracking, budget management, and customizable dashboards. Leaders can monitor workloads, project health, costs, and strategic priorities without chasing information across departments. AI-powered features help create project plans, turn meeting discussions into action items, recommend resources, forecast capacity, and evaluate what-if scenarios. From growing teams outgrowing spreadsheets to established PMOs with complex business processes, Project Insight adapts to the way organizations work through configurable processes, dedicated onboarding support, and free view-only access for clients and stakeholders.

Scoro is work management software specifically designed for service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro streamlines and optimizes the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability.

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

Teamwork.com is a professional services automation platform designed to help service businesses run projects, resources, and financials from one connected workspace. The platform gives teams visibility into project profitability, billable utilization, budgets, workloads, client communication, approvals, timelines, and delivery performance. Teamwork.com helps organizations plan capacity, forecast demand, assign the right people to the right work, and identify underutilized or overutilized team members. Its financial management capabilities help teams track billable hours, monitor margins, stay aligned with budgets, and spot unprofitable projects before they close. Client management tools centralize project communication, approvals, status updates, reports, and dashboards in a shared workspace for teams and clients. TeamworkAI helps users move faster by turning updates into tasks, applying smart filtering, supporting resource management, and integrating with AI models such as Claude and ChatGPT. The platform also includes 150+ integrations, ready-made templates, onboarding support, implementation resources, and security protections. Teamwork.com is designed for agencies, IT services and software companies, consultancies, accounting firms, finance teams, and professional services businesses. By combining project delivery, resource management, profitability tracking, AI productivity, client collaboration, integrations, and reporting, Teamwork.com helps teams deliver better work with less operational stress.

Mission Control, a cloud-based Salesforce Project Management app, helps you stay in control and on track. Our professional services automation software lets you create a consistent process for managing, planning, and measuring client projects from one app. Our extensive feature set seamlessly integrates with Salesforce to maximize efficiency and profitability. Spend more time working with clients and less time organizing your days. Mission Control's Salesforce Project Management software will give you a clear overview about your project briefs, progress, and all the resources that have been allocated to you. All of this is designed to help you stay on track and to make it easy for your team to collaborate. Use the intuitive assignment wizard, time tracking, and the resource capacity planner to create actionable tasks that will improve your business' client and project management capabilities.

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.

UnitLook consolidates ticket management, project oversight, capacity forecasting, time tracking, and team availability into a unified platform designed for project-oriented companies and service teams that require transparent insights into their workflows, workloads, delivery processes, and profitability metrics. By integrating various functions instead of relying on disparate tools and spreadsheets, UnitLook allows teams to seamlessly connect tasks, schedules, resource allocation, timesheet entries, and client interactions in a single interface, providing a comprehensive overview of projects, personnel, timelines, and financial outcomes without the hassles of fragmented systems or labor-intensive reporting methods. This innovative solution enhances efficiency and promotes collaboration across teams. Key features include: - Tracking of tickets and tasks for incoming client inquiries as well as essential project activities - Gantt-style planning tools for creating visual timelines and roadmaps - Visibility into workloads and capacities to manage availability and avoid employee overload - Time tracking with direct logging of timesheets linked to specific projects and clients - Access to a client portal with Service Level Agreement (SLA) monitoring - Comprehensive reporting capabilities for both project management and financial evaluation.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

PLYNTUM serves as a comprehensive workspace designed for agencies and various companies involved in client services. It integrates essential elements such as projects, clients, team members, tracked time, and financials into a single platform, enabling teams to easily identify upcoming tasks while providing companies with insight into project costs. Users can organize client work through customizable boards that feature owners, deadlines, and relevant files, displayed in list, board, calendar, or timeline formats. All agreements, requests, and project histories for each client are consolidated into a single record. Time tracking is facilitated with options to review hours before finalizing them, along with linking approved time and direct expenses to the overall project value; it also encompasses invoice management, payments, and receivables. The system maintains a trail of requests and approvals, ensuring that decisions are documented and assigned to specific owners. Additionally, it allows for the management of multiple companies as distinct workspaces within a single account. The pricing starts at $55 per month per workspace, which includes membership for team members, and the Launch plan offers a 7-day free trial without requiring a credit card. Developed in Tbilisi, Georgia, by the creative agency Lost & Found, it is available in both English and Georgian, making it accessible to a diverse user base. This innovative approach aims to streamline workflow and enhance collaboration across teams, providing a valuable solution for managing client work effectively.

Ancor serves as an all-in-one agency management platform tailored for marketing, creative, and digital firms with teams ranging from 5 to 30 individuals. This software consolidates traditional project management tools, timesheet applications, and spreadsheets into a single solution that facilitates planning, resource management, project execution, and financial tracking. Its AI Planner efficiently transforms project briefs into structured phases, tasks, estimated hours, and anticipated profit margins. The Capacity feature enables users to identify team members overloaded with work exceeding 100% for the upcoming week, helping to manage deadlines more effectively. Additionally, timesheet entries are monitored against actual work completed, while an efficiency dashboard highlights any hours worked that surpass initial estimates and their associated costs. Clients can conveniently approve project deliverables through a user-friendly portal without needing an account, ensuring they are aligned with the specific version of the work. Ancor also offers real-time tracking of project margins, retainers, and scope of work, along with invoicing that is ready for GST compliance. The pricing model is structured on a per-team basis rather than by individual seats, and potential users can take advantage of a 14-day free trial to explore its features. This comprehensive approach makes Ancor a valuable asset for agencies looking to enhance their operational efficiency and client satisfaction.

Roadbase serves as an AI-powered planning platform that prioritizes quote creation for creative freelancers and agencies. By pasting a project brief or uploading a PDF, users can generate an editable initial draft that includes a project overview, phases, tasks, assigned roles, estimated hours, timelines, assumptions, and the rationale behind the estimates. Teams then have the opportunity to review and modify this draft, incorporating their own role costs, billable rates, overhead, direct expenses, contingency funds, and desired profit margins to formulate the final quote. The visual timeline feature ensures that all aspects such as tasks, timelines, roles, hours, and pricing are consolidated within the same project structure. Once the plan is finalized, users can export the reviewed work breakdown, roadmap, and cost summary into a proposal PDF. Following approval, they can transition the project into a user-friendly Kanban workspace, where tasks can be assigned, comments can be added, time can be tracked by both project and task, and actual hours can be compared against the initial estimates. Roadbase is specifically designed for businesses that provide creative services in sectors such as advertising, branding, design, video production, and web and app development, as well as related consulting endeavors. This comprehensive approach not only streamlines project management but also enhances collaboration among team members, ensuring a more efficient workflow.

Verbial is an online management software specifically designed for marketing agencies. It seamlessly integrates a CRM pipeline with features such as proposals and e-signatures, along with managing client and project information, time tracking, invoicing, and profitability analytics. Teams can efficiently transform a secured deal into a proposal, client account, project framework, and initial invoice, while also managing weekly timesheet approvals and utilizing approved hours for invoice preparation. The platform accommodates various billing methods, including recurring retainers, hourly rates, project-based billing, usage overages, and ad-spend pass-through. Agencies benefit from client portal reporting and profitability assessments that enable them to evaluate delivery and account performance effectively. Verbial also boasts integrations with popular tools such as Google Workspace, Gmail, Google Calendar, QuickBooks Online, Slack, Ahrefs, as well as selected AI and meeting solutions. By streamlining the coordination of client projects, ensuring consistent revenue generation, and managing delivery budgets and profit margins, Verbial empowers agencies to operate more efficiently and effectively. Ultimately, this software solution enhances the overall workflow and productivity of marketing teams.

Workspace369 is an online platform designed for agencies, freelancers, consultants, studios, and service-oriented businesses to streamline their client work processes. This comprehensive tool consolidates various client-related elements such as records, requests, proposals, contracts, projects, files, invoices, and conversations into a singular workspace. Teams can easily send proposals for e-signatures, transform accepted proposals into invoices, and facilitate card payments via client links. Additionally, it allows for task organization on boards, scheduling of work on a shared calendar, and the inclusion of tracked time in invoices. A dedicated client portal provides seamless access to proposals, invoices, and appointments, while a shared inbox ensures all client communications are centralized; the Voyager plan includes calls and texts, whereas the Specialist plan introduces a complete business phone system alongside accounting features. Automated workflows enhance follow-up processes, and Workspace AI assists in drafting messages for users to review before sending out. The platform operates in a web browser and offers applications for iPhone, iPad, and Mac devices, with a 14-day free trial available for prospective users to explore its capabilities. Overall, Workspace369 aims to simplify client management and enhance productivity for various service-based industries.

As an agency grows, information can get lost in the heads of people or spread across multiple systems. This can lead to lost control, wasted time, and even loss of profits. Agency management software combines all the information you need to manage your clients, projects, and finances in one place. You can save time and let everyone see the information they need. This software also gives you real-time data that will help you make informed decisions to improve your agency's performance. Intelligent agency management software gives you a clear view of your agency's performance, profitability, and capacity utilization. You can easily see the profitability of each client and project, and pinpoint areas where you need to focus your efforts. Accurate quotes can reduce under-quoting or over-delivering, and billing plans can ensure regular payments.

Mycel is a cloud-based platform designed for client operations and workflow management tailored specifically for service-oriented firms that deal with ongoing projects. It assists teams in identifying potential clients and crafting outreach messages, preparing reports and deliverables from client files and pre-existing templates, requesting necessary information and conducting follow-ups, as well as generating invoices and payment reminders. Additionally, Mycel allows teams to strategize marketing content and manage a business website effectively. Each piece of external communication is subject to review and approval by a team member, ensuring that company guidelines and edits are preserved for future reference. The platform integrates seamlessly with popular email, accounting, customer relationship management, collaboration, and payment systems, while also offering a client portal for reviewing work and responding to inquiries. Tailored for accountants, bookkeepers, agencies, consultants, and other businesses providing repeatable written services, Mycel enhances efficiency and organization across various operational tasks. By streamlining these processes, it enables teams to focus more on delivering high-quality services to their clients.

ConsultancyOS is a cloud-driven platform that streamlines professional services automation specifically for IT services, technology consulting, and business management firms. It merges essential project delivery functionalities such as phases, milestones, tasks, sprints, and time tracking, along with billing and invoicing, while also providing tools for forecasting, utilization and capacity planning, resource management, client health analytics, financial dashboards, and a customizable client portal. The platform's unique IP Encoding System records a firm's methodologies in playbooks and processes, leveraging AI agents to generate work in accordance with these established methods and firm-specific guidelines, supported by review and version control workflows. Additionally, it encompasses tools for Profit First allocation, workflows for partners and suppliers, recruitment capabilities, and various automation features. The platform allows seamless integration with applications like Xero, Microsoft 365, Microsoft Teams, and DocuSign to enhance functionality. It is specifically tailored for firms with a workforce ranging from 5 to 100 employees, ensuring they have the resources they need to thrive in a competitive market. The comprehensive nature of ConsultancyOS makes it an optimal choice for professional service firms seeking efficiency and adaptability.

Workplate is a cloud-based business solution tailored for professional services firms in India, such as CA and CS practices, law firms, IT companies, agencies, and consultancies. The software encompasses various modules for project management, customer relationship management (CRM), electronic signing, invoicing, and an AI-enhanced team communication platform. The project module facilitates engagement planning, task management, milestone tracking, time logging, approval processes, and comprehensive work reports. The CRM component oversees lead management, client records, deal progress, owner assignments, and follow-up tasks. The eSign feature allows for the management of engagement letters, non-disclosure agreements, and statements of work, incorporating Aadhaar-based signing capabilities in India, along with providing signed PDFs and detailed audit trails. The invoicing module ensures compliance with GST regulations, supporting retainer and milestone billing, payment link generation, receivables tracking, and exporting to accounting tools like Tally and Zoho Books. Each module can be purchased individually, and ongoing developments aim to enhance data integration and automate the time-to-invoice process, promising even greater efficiency for users. Overall, Workplate streamlines the operational aspects of professional services firms, enabling them to focus more on their core business activities.

Belvak serves as a comprehensive business operations platform tailored for service companies that have a workforce ranging from 5 to 50 employees, including IT agencies, managed service providers (MSPs), consultancies, contractors, and creative firms. This platform integrates the sales process, service delivery, and revenue management into a single system, allowing businesses to monitor their cash flow and profit margins in real-time rather than waiting until the end of the month. It features numerous modules such as Proposals, Invoicing and Payments, Project Management, Project Archive, Maintenance Contracts, Employee Management, Time Tracking, Recruitment, Client Management, Analytics and Reporting, and an AI assistant that provides insights based on your data. With the ability to invoice in over 50 currencies and utilize 12 customizable templates, users can also automate recurring billing and maintenance contracts, monitor billable hours against project margins, and handle hiring and payroll processes without needing additional tools. Belvak integrates seamlessly with popular applications like Stripe, Slack, QuickBooks, and Zapier, and offers a REST API along with webhooks for further connectivity. The platform is free for a single user without requiring a credit card, with the Professional plan available at $49 per month for up to 5 users, and an additional $8 charged for each extra user thereafter. In summary, Belvak not only simplifies business operations but also enhances efficiency through its integrated features, making it a valuable asset for service-oriented companies.

Octayne PSA is a comprehensive platform that automates time and expense data collection, approvals, and invoicing, designed specifically for professional services organizations. Integrating with widely used tools like Microsoft Outlook, Google Calendar, and Jira, it automatically captures scheduled meetings and tasks to create accurate time records without manual input. The platform leverages AI to convert project notes into detailed time entries, speeding up billing and ensuring accuracy. Octayne PSA also provides real-time analytics through digital dashboards and exportable reports to monitor project performance and financial health. It serves a range of professional sectors including technology service providers, management consultants, marketing agencies, IT teams, accounting firms, and law offices. By unifying time tracking, expense management, and billing, Octayne PSA eliminates tool sprawl and reduces manual workload. Its AI-driven features help accelerate invoice cycles and improve compliance. This enables organizations to increase efficiency, reduce administrative burdens, and focus on client delivery.

Evergreen is a next-generation cloud platform that supports a wide range of professional services, including AEC, accounting and marketing, legal, and consulting. Evergreen is built on Microsoft Dynamics 365 and Microsoft 365 and Microsoft Azure. It serves as a processing engine and transactional engine for core professional service functions such as project management, time billing, scheduling, onboarding, and billing. The solution provides more functionality than legacy ERP or Professional Services Automation (PSA) solutions. It helps to increase productivity and profitability by ensuring efficient project, accounting, financial and resource management. Evergreen is a true cloud. This means that you can control your cloud, your data, and the costs associated with it. You can also customize it and configure it to integrate with other services. sa.go! provides rapid value through a proven architecture, defined and tested processes, ready-to-use data models and report packs, advisory hours, and Managed Services. All this is packaged in an easy-to-consume, per-user per-month subscription price model which helps you scale your systems as your business grows.

Designed exclusively for professional services firms, this solution aims to enhance productivity, foster collaboration, and drive profitability. At the core of your business are the people and the projects they handle. This is precisely why Deltek developed Vantagepoint, a robust and user-friendly platform that facilitates the management of projects from inception to completion. Deltek Vantagepoint offers a comprehensive view of your projects, consolidating client, project, and financial information into one accessible location. This integration supports the ability to make informed tactical and strategic decisions, leading to a more efficient, productive, and profitable organization. Manage all project-related data in a centralized hub, encompassing everything from pursuit and proposal stages to planning and financial oversight. Achieve visibility throughout your organization, guiding projects from their initiation to their successful completion. This platform not only provides actionable insights for better decision-making but also promotes teamwork and collaboration through a unified tool, while delivering a streamlined and intuitive user experience. Ultimately, Deltek Vantagepoint empowers your team to work smarter and more cohesively.

Experience a comprehensive platform designed for overseeing clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff all in one place. This solution is ideal for attracting clients while optimizing your time and efficiency. Clientary serves as an all-in-one professional services automation tool that addresses the complete needs of your business. With our assistance, countless freelancers, agencies, and companies have successfully streamlined their client management processes. Say goodbye to the hassle of dealing with disparate documents, templates, and applications. We facilitate the entire client lifecycle, from initial proposals and estimates to tracking time, generating invoices, and processing payments, ensuring you and your team have all necessary resources centralized. Initiate your client relationships effectively with tailored proposals and contracts, and easily gather signatures directly through Clientary. Invoices can be generated automatically based on billable work or estimates, simplifying your billing process. Collect payments seamlessly through multiple methods, including credit cards, ACH, or offline options. Monitor time and delegate staff tasks efficiently while also planning for future workload. With features that manage projects, budgets, deadlines, and varying rates, your organization can thrive like never before. This integrated approach will transform how you manage your business relationships and operations.

Engage with both internal and external partners, monitor campaign expenditures, provide updates to agencies, and organize company events. Enhance logistical efficiency by developing and sustaining effective supply chain strategies while fostering teamwork throughout the planning and implementation phases. Simultaneously oversee services, manage Requests for Proposals, conduct Proof of Concepts, and handle customer escalations with complete transparency. Develop recruitment strategies, facilitate and organize interviews, onboard new staff members, and align employee initiatives with other divisions within the company. Supervise project-centric sales, track essential milestones, deliverables, and contacts; accelerate deal closures and replicate success across various accounts. Collect and analyze data, propose actionable plans, manage assigned tasks, and promote data-driven initiatives within the business. Maintain a comprehensive overview of all ongoing projects and tasks for better visibility and prioritization, ensuring that nothing falls through the cracks. This holistic approach not only drives efficiency but also fosters a collaborative work environment conducive to achieving organizational goals.

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies CRM, project management, resource scheduling, time tracking, billing, and financial reporting in a single connected system — purpose-built for consulting, IT services, accounting, engineering, architecture, and marketing firms. Where most PSA tools report on what happened, Accelo's embedded AI predicts what's coming: flagging at-risk projects before deadlines slip, surfacing scheduling conflicts before they hit delivery, and identifying margin erosion before the project closes. The result is fewer surprises, better utilization, and profitability you can actually control. Core capabilities: - Pipeline & CRM — manage leads, proposals, and retainers end-to-end - Project management — milestones, tasks, budgets, and real-time health tracking - Resource scheduling — AI-assisted allocation based on skills, availability, and workload - Time & expense tracking — automatic time capture to close the revenue leakage gap - Invoicing & billing — milestone, time-based, fixed-fee, and retainer billing in one workflow - Reporting & dashboards — real-time financial visibility from pipeline to payment Accelo integrates with the tools professional services teams already use: QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more — eliminating duplicate data entry and fragmented visibility. Industry research shows 42% of professional services firms lose revenue they've already earned. Accelo closes those gaps by connecting every stage of the client lifecycle — so billable hours don't fall through the cracks, scope creep gets caught early, and leaders make decisions on data instead of instinct.

Screendragon is an AI-powered marketing work management platform built for enterprise marketing teams and agencies. It brings projects, people, workflows, approvals, budgets, and performance together in one connected platform, helping teams move faster, stay in control, and improve ROI. Designed for complex marketing operations, Screendragon combines workflow automation, resource planning, online proofing, time and budget tracking, reporting, and forecasting in a system that can be configured to match the way each team works. With AI embedded across the platform, including AI Studio, organisations can design, deploy, and govern AI-driven workflows that reduce manual work and support better decision-making. Trusted by global brands and agencies, Screendragon helps teams scale delivery, improve visibility, and bring more structure to high-volume marketing and creative work. Known for their premium support services, users are able to keep campaigns and projects moving forward with confidence. Now, with the added layer of the AI Foundry, Screendragon offers customers AI expert support to ensure AI is being deployed effectively within their workflows. Screendragon is used and loved by global brands and agencies, such as Kellanova, BP, International Olympic Committee, Omnicom & McCann World Group, and many more.

Simple Admation is a marketing approval workflow and project management platform built for marketing teams, creative agencies and regulated organisations in banking, insurance, health and retail — where compliance, version control and audit trails are non-negotiable. The platform manages the full creative production lifecycle from structured brief to final approved asset in one system, eliminating the email threads, shared drives and disconnected tools that create version confusion, approval delays and compliance failures. Marketing project management: structured brief templates capture all requirements before creative work begins. Task scheduling runs against live resource capacity, with campaign calendars, real-time dashboards and Gantt-style timelines giving managers full visibility across every active project. • Approval workflow: assets route through sequenced, multi-level approval pathways. Stakeholders annotate directly online — print, digital, video and HTML — with all feedback consolidated in one view. Automated reminders, batch approvals and forwarding tools reduce high-volume review cycle costs. • Online proofing: side-by-side revision comparison and consolidated feedback management give teams a single source of truth across every review cycle. • Compliance: tamper-proof audit trail records every review action and approval decision with timestamps and reviewer attribution. Mandatory checklists enforce compliance steps before sign-off. • Resource management: live resource planner, time tracking, skill-based scheduling and workload dashboards. Used by Bupa, Spotlight, NIB, RACV, HESTA, NIB, Hollard, Woolworths, Mondelez, Spotlight and Tourism Australia.

Collective OS serves as a reliable ecosystem for professional service organizations, allowing them to connect with experts, access case studies, share experiences, and establish private talent networks with other firms. By utilizing your agency management software, employees and contractors can create profiles, making it easy to identify the right expertise and availability within your network for various tasks, all conveniently centralized in Collective OS. You can enhance your operational scale by clustering firms with similar expertise or expand your capabilities by partnering with complementary firms, fostering a dynamic collective. Additionally, by using our agency management software, you can form collectives that not only focus on scale through similar firms but also on expertise through collaboration with firms possessing complementary skills. This approach ultimately broadens the range of services your company can provide to clients, while also cultivating networks of trusted and vetted talent. As a result, you can unlock new opportunities and drive growth through strategic partnerships in your industry.

Rocketlane is an AI-powered professional services automation platform designed to help modern delivery teams run projects, resources, finances, and customer experiences from one system. The platform brings together project delivery, business operations, people management, profitability tracking, customer collaboration, account intelligence, and AI agents. Rocketlane helps teams standardize execution while still creating tailored delivery experiences for each customer. Its templates can use CRM data, past projects, and best practices to launch projects faster and more consistently. Rocketlane’s automations manage approvals, nudges, escalations, follow-ups, and governance rules so teams can keep delivery moving without manual overhead. Nitro, Rocketlane’s AI agent layer, gathers context from SOWs, emails, calls, and customer interactions to generate project plans, documents, handoffs, discovery materials, and customer-ready workflows. The platform also supports resourcing by surfacing the right people based on availability, skills, workload, project context, allocation policies, and cost limits. Financial visibility features help teams monitor utilization, margins, budget risks, revenue leaks, timesheets, expenses, and profitability while delivery is still in progress. By combining project execution, resource planning, profitability management, client portals, customer intelligence, workflow automation, and agentic AI, Rocketlane helps service teams deliver faster value with stronger operational control.

Ruddr serves as a contemporary platform tailored for professional services, specifically designed for small to medium-sized teams. It systematically collects vital operational metrics concerning clients, projects, budgets, tasks, time, expenses, and invoices. Through its detailed reports and key performance indicators, users gain valuable insights into crucial metrics such as revenue, service margins, realization rates, and utilization rates. Ruddr boasts a rich array of integrated functionalities that enable seamless management of professional services operations, eliminating common frustrations. Users can oversee all clients and projects within a single interface, making it easier to monitor essential performance indicators on individual project dashboards. Time tracking is made simple with options for day, week, month, or list views, allowing for flexibility in how time is recorded. Project managers can swiftly authorize time and expenses, ensuring smooth workflow. Users can also develop comprehensive budgets by consolidating tasks associated with each project and monitor real-time progress against these budgets throughout the duration of the project. Additionally, generating reports on key operational data is straightforward, facilitating thorough evaluations of hours worked, expenses incurred, utilization rates, and more. This all-in-one approach ensures that teams can focus on delivering quality services while maintaining efficient operational oversight.

Time and billing systems are specifically tailored for service-oriented businesses to effectively record employee hours dedicated to various projects and streamline the invoicing process for clients. The Time Collection feature acts as a desktop tool that facilitates the monitoring of employee time while working on different client assignments. Users can effortlessly transition their time tracking between clients in mere seconds, thereby optimizing the amount of billable work recorded. Additionally, users have the option to enter time retrospectively into a timesheet, ensuring that all hours worked are accounted for. The data gathered during time collection can be set up for managerial approval prior to its submission for billing purposes. The system also provides the capability to automatically generate client invoices based on the recorded time data, all under user supervision. Accura Software presents its clients with a highly adaptable approach to professional services, clearly outlining the advantages and conditions for when these services are most beneficial. Depending on organizational requirements, some or all of the services listed can be executed either by internal staff, a qualified external party, or consultants from Accura Software, offering a range of options tailored to client needs. This flexibility ensures that every organization can find a solution that aligns with its operational and financial goals.

CMap removes the frustration associated with managing numerous spreadsheets and fragmented software solutions. You will find that all your essential data and tools are now integrated into a single, user-friendly platform. Companies in the professional services sector possess distinct characteristics; they typically lack dedicated sales teams focused solely on generating new business. Instead, professionals who are well-versed in service delivery juggle multiple responsibilities. The methods used for job costing can differ significantly among various professional service providers, including architects, accountants, consultants, and agencies, each presenting unique quoting practices. The real challenge with many resourcing software systems lies not in the initial setup of data but in the ongoing management of inevitable changes. With automated timesheet and expense data, you receive real-time insights into your budget versus actual performance across all projects, allowing for timely adjustments and informed decision-making. This streamlined approach helps mitigate the chaos often associated with project management in the professional services arena.

BigTime is an online time and billing system that professionals use. BigTime allows firms to use time and expense tracking tools as well as WIP management, billing, invoicing, task management tools and many other features in one platform. BigTime, which is cloud-based and has an intuitive interface, bundles industry best practices and operational know-how into a user-friendly app that runs on any desktop or mobile device. BigTime integrates with top productivity apps like Zapier, Lacerte and Slack. 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.

Mirel is an innovative strategy platform powered by AI, tailored specifically for creative agencies. It enables strategists, creatives, and account teams to transform vague briefs and disorganized client information into clear strategic paths in just a matter of minutes. By offering structured workflows for analyzing briefs, profiling audiences, positioning brands, developing communications and campaign strategies, creating creative briefs, and addressing urgent strategic inquiries, Mirel streamlines the planning process. Client Brains ensure that essential knowledge about brands, audiences, competitors, and market dynamics is retained throughout different assignments, while Synthetic Focus Groups empower teams to investigate ideas and strategic hypotheses from the audience's viewpoint. Instead of merely presenting a generic AI interface, Mirel integrates continuous client intelligence with strategic methodologies that reflect the actual practices of seasoned agency strategists. Agencies implement Mirel during pitches and ongoing client projects to enhance their strategic capabilities, achieve greater consistency, and minimize redundant foundational work. As a result, Mirel not only boosts efficiency but also fosters a more collaborative environment among team members.

TaskirAI serves as a platform for project operations in AI, specifically tailored for software development teams that are organizing and managing tasks alongside AI coding agents. The provider outlines a collaborative workspace that integrates sprint planning, Kanban boards, dynamic Gantt charts, and risk management tools, creating project plans and actionable backlogs derived from product briefs. Additionally, the platform features a virtual project-manager chat system that facilitates the coordination of agents via the Model Context Protocol (MCP), incorporating necessary human oversight and approval processes. TaskirAI aims to bridge the gap between project planning and AI-driven software delivery, catering to engineering managers, technical product managers, agile leaders, and developers who require clear insights into project timelines, task management, potential risks, and workflows enhanced by AI assistance. Ultimately, this tool is designed to streamline collaboration and improve the efficiency of software development projects in a rapidly evolving technological landscape.

Eliminate the use of spreadsheets and transform finance into a collaborative team effort. Metric.ai serves as a comprehensive hub for all your financial information. You can confidently set project budgets, compute costs, and recognize revenue seamlessly. Maintain an up-to-date overview of your profit, utilization rates, effective billing, capacity, and additional metrics. Discover over 100 service-oriented key performance indicators (KPIs) and develop custom metrics to facilitate better decision-making. Organize projects and personnel into various departments, roles, and offices to accurately represent your organizational structure, complete with tailored metrics for each category. Enhance your forecasting accuracy by consolidating essential metrics like revenue recognition, multi-currency capabilities, financial closures, and historical variations all within a single platform. This approach allows you to inject more predictability into your planning. Additionally, you will receive alerts about potential risks and gain actionable insights into why actual results may differ from forecasts. By integrating project and resource plans, you can effectively plan for revenue, costs, and profits while adapting to changes in real-time. Embrace a more streamlined financial management experience that fosters teamwork and informed decision-making.

Some of the largest agencies and advertisers in the world are leveraging SCOPE to enhance the management, pricing, and tracking of their scopes of work and budgets effectively. By centralizing all scopes of work, teams have the ability to view, collaborate on, and approve deliverables, tactics, and budgets from any location. This creates a unified and readily accessible source of truth for all stakeholders involved. Utilizing a single tool for scope management ensures that every team member has a consistent overview of the work being executed and the progress achieved. SCOPE stands out as the sole scoping platform that links agencies and advertisers across various markets. It is uniquely designed for real-time collaboration across different teams, disciplines, markets, and agencies, fostering a cooperative culture aimed at achieving success. From individual offices to a vast, interconnected network of agencies and advertisers, SCOPE provides each group with a singular point of visibility where scopes can be collaboratively worked on, monitored, and assessed. When everyone communicates using the same framework, informed decisions can be made more efficiently. This level of transparency not only builds trust but also paves the way for thorough analysis and continuous improvement in processes.

When searching for project management software tailored for your architecture or engineering firm, the last concern you should face is its capability to meet your specific requirements. Base Builders offers user-friendly software uniquely crafted to assist small to mid-sized firms in tracking time, managing projects, monitoring expenses, and much more. We take care of invoicing, allowing you to concentrate on expanding your firm and creating beautiful designs. At Base Builders, we recognize the complexities involved in managing the operational side of your business, as we are former designers who have owned firms ourselves. Our experience equips us to understand that the success of your business, your team, and your clients relies on an efficient and well-organized project management solution. You simply cannot afford to waste precious time on one-size-fits-all software that complicates your work. Instead, choose a system designed with your industry challenges in mind, ensuring streamlined operations and enhanced productivity.

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. With far-reaching connectivity, Dayshape fits into existing ecosystems and 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.

An all-encompassing software solution for practice management and support coordination is essential for achieving efficiency and profitability. Managing a construction project entails overseeing numerous interconnected budgets, communication channels, and documentation involving the builder, client, consultants, council, and your team. It can prove to be highly rewarding, provided that you maintain exceptional efficiency and keep everything in check. With eTrack’s contract administration module, you can stay organized by managing contract specifics, budgets, requests for information (RFI), architects’ instructions (AI), trades and materials, claims and payments, variation requests (VR), variation quotes (VQ), adjustments to contract sums (CSA), time extensions (EOT), defects, meeting records, insurances, compliance requirements, and much more. When handling multiple projects assigned to various teams and staff members, eTrack ensures transparency and grants you comprehensive control over the entire process, allowing for seamless oversight. This level of organization not only enhances productivity but also significantly reduces the risk of oversights that could lead to costly delays or errors.

KEBS.ai is an AI-powered Professional Services Automation (PSA) platform designed for consulting firms, IT services companies, and other professional services organizations. It connects the entire Quote-to-Cash lifecycle in a single intelligent platform, helping businesses manage and optimize the journey from opportunity and quoting through project delivery, financial management, billing, and revenue realization. KEBS.ai brings CRM, quoting, project management, resource and capacity planning, time tracking, project financials, billing, invoicing, and revenue forecasting together, eliminating disconnected systems and fragmented data across sales, delivery, finance, and operations. This unified approach gives leadership real-time visibility into pipeline, project performance, resource utilization, revenue, profitability, and potential risks. Built with AI at its core, KEBS.ai provides intelligent insights and proactive recommendations to help professional services organizations make better decisions. Its AI capabilities can identify utilization gaps, highlight timesheet and effort mismatches, detect potential revenue leakage, provide billing recommendations, monitor project performance, and forecast revenue risks before they impact profitability. KEBS.ai helps organizations improve project margins, increase resource utilization, accelerate billing, reduce revenue leakage, strengthen forecasting accuracy, and improve operational efficiency. By connecting pipeline, projects, people, and profit, it enables services leaders to move from reactive management to proactive, data-driven decision-making. Whether managing a growing consulting practice, IT services organization, or complex multi-project delivery environment, KEBS.ai provides the visibility, intelligence,

Noosh is used by global marketing agencies and enterprises to seamlessly deliver campaigns on-time and at the right cost to achieve the results they expect. Noosh's marketing execution software assists agencies and enterprises in optimizing project delivery, from the creative brief to production, sourcing, costing, reconciliation and detailed invoice reconciliation. Part project management and part procurement are part of marketing execution. Noosh offers both. Noosh brings together all team members, including marketers, production professionals and agency account executives. This allows them to efficiently deliver projects. Every participant in the project's lifecycle gains from a single source for shared information, including project goals, deliverables, specs, budgets estimates, tasks and files, statuses, statuses and reporting. A Noosh project is a place for project participants and provides a single source of information about each project or activity.

Comprehensive business management software designed for your entire organization. While many solutions provide project management tools, it's essential to consider how these projects integrate with the broader team dynamics. Projectworks equips every member of your services firm—from project managers and executives to finance personnel—with essential tools. Gain insights into team resource allocation to enhance scheduling, monitor project progress, and manage budgets effectively. This platform centralizes the administration of timesheets, time-off requests, and performance evaluations for your workforce. With cross-project visibility, you can project revenue accurately, assess recoverability, and streamline invoicing processes. Additionally, you can manage resources on an individual basis, allowing you to track each team member's workload. Improved project scheduling is achievable as you can identify who is at capacity, who has extra bandwidth, and when a project can slot into your overall workflow, ensuring optimized operational efficiency. By leveraging these functionalities, your company can foster collaboration and productivity across all departments.

Certinia Professional Services Cloud is a Salesforce-native professional services automation platform built to connect every stage of the services lifecycle. The platform unifies sales, staffing, delivery, billing, financials, renewals, and customer outcomes in one system. Certinia helps organizations close the gaps between what was sold, who is staffed, how work is delivered, what gets billed, and how margins are protected. Veda AI adds a digital workforce that helps execute work across estimation, staffing, and delivery. Teams can use Veda to generate estimates from historical data, refine quotes, automate status updates, capture time, and support reporting. Certinia PS Cloud includes services estimation, resource management, project management, services billing, and services financials. The platform helps reduce time-to-staff, reclaim project manager hours, improve utilization, protect margins, and increase financial visibility. It is designed for service organizations that need real-time operational and financial data grounded in Salesforce. By combining PSA, AI agents, services estimation, resource management, project execution, billing, financials, and Salesforce-native orchestration, Certinia PS Cloud helps services businesses operate with more intelligence and control.

Avaza is an innovative cloud-based tool designed to enhance professional services automation, facilitating seamless project collaboration, efficient resource scheduling, comprehensive time and expense tracking, retainer management, and streamlined invoicing processes. This platform is widely relied upon by various teams across different sectors, as it consolidates vital business operations into a singular, effective solution. By offering an integrated all-in-one platform, Avaza eliminates the complications associated with having multiple subscriptions and redundant workflows. Its combination of project management, financial oversight, and retainer management equips businesses with immediate access to insights regarding project profitability, employee utilization, and retainer performance, all within a cohesive framework. The retainer management feature stands out by automating payment processes and applying credits for completed tasks, which fosters smooth billing practices, optimal resource distribution, and enhanced transparency throughout client engagements. Furthermore, Avaza is accessible on desktop, tablet, and mobile devices, granting organizations the ability to manage operations flexibly and efficiently from anywhere, thereby boosting productivity and collaboration among team members.