Best Professional Services Automation Software for Gmail

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

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. Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support. Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause. Trusted by 7724 companies, automates business workflows of more than 68 000 users.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

monday work management is a comprehensive platform designed to help businesses organize, track, and optimize their workflows. It brings projects, tasks, and strategic goals into one unified workspace for better coordination. The platform supports various functions such as project management, resource planning, and business operations. It provides real-time insights into work progress, potential risks, and overall performance. monday work management includes automation tools that streamline repetitive tasks and improve efficiency. It offers customizable dashboards, reports, and workflows to meet specific business requirements. The platform integrates with over 200 applications, enabling seamless collaboration across teams. It is designed to support organizations of all sizes and industries. The system helps teams align their daily work with broader business objectives. It also enhances visibility across departments, improving communication and decision-making. By combining flexibility and automation, monday work management helps businesses increase productivity and operational efficiency.

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.

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.

Transform your organization into a fully automated enterprise™ with the UiPath Platform, a hallmark of digital transformation. Achieving a fully automated enterprise fosters business resilience, enhances speed and agility, and liberates employees from repetitive tasks through a comprehensive automation solution. Leverage the insights gathered from your business applications, such as ERP and CRM systems, to gain a profound understanding of intricate business operations. This knowledge empowers you to identify the most effective automation opportunities and measure their impact. As a cutting-edge Robotic Process Automation (RPA) and process mining platform, UiPath enables organizations to streamline their business processes, accelerating their journey towards becoming digital entities while gaining a competitive edge in the realm of AI. With its scalable, extensible, and sustainable architecture, UiPath allows users to create visual workflows without the need for scripting or coding. Additionally, the platform boasts robust auditing features, sophisticated analytical reporting, and personalized dashboards to enhance user experience and operational oversight. Embrace UiPath to not only improve efficiency but also to foster a culture of innovation within your organization.

Birdview PSA provides professional service organizations with a single source for truth. This results in better visibility at all stages during the service delivery lifecycle. It allows data-driven decisions, collaboration, and increased synchronization at critical handoff points. Birdview PSA provides powerful project management functionality, resource optimization, project accounting, and a powerful set tools for optimizing and monitoring at both the portfolio and project levels. Services organizations can benefit from rich functionality without having to go through a lengthy onboarding process or compromising their budget. This is possible thanks to a more intuitive user interface, seamless integration with ERPs, CRMs, and thousands of other applications.

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.

Celoxis is a project portfolio management tool that allows project leads and organizations to easily strategize, balance priorities, and optimize resources across projects and portfolios. With features promoting effective communication & collaboration, Celoxis enables accurate tracking, evaluation, and progress visibility of your project portfolio, ensuring it's in sync with organizational goals. Benefit from strategic decision-making, risk management, and scenario analysis for more successful projects.

VOGSY is an all-in-one CRM and ERP platform for services businesses. We make it easy to set up new countries, track international projects, and connect local finance packages. Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country. Run as many concurrent accounting integrations as you need. VOGSY takes mere minutes to connect Xero in AUD for Australia, Tally in INR for India, Sage in GBP for the UK... Any configuration you need. Connect as many local accounting tools as you need Consolidate key finance data in your base currency Ramp up a new country in minutes, in any currency Comply with local accounting practices with zero fuss Keep costs under control Obtain 100% accuracy in A/R and A/P administration

Acronis Automation is a powerful Professional Services Automation (PSA) solution designed specifically for Managed Service Providers (MSPs) to optimize and streamline their business operations. It includes robust features such as automated billing and invoicing, service desk management, CRM tools, project management, inventory tracking, and KPI reporting. Seamlessly integrating with Acronis' Remote Monitoring and Management (RMM), cybersecurity, and data protection services, it provides a unified platform for managing tickets, automating workflows, and analyzing business performance. This centralized solution reduces manual processes, enhances efficiency, and improves client satisfaction, enabling MSPs to focus on delivering exceptional services and driving growth.

Streamline your coaching business We help coaches to consolidate disjointed, clunky and frustrating systems into one place. No more back-and-forth: Automated scheduling makes it easy to see your real-time availability. Simple forms can be used to collect information and invoices. Spend less time chasing and more time earning. In seconds, create invoices, recurring subscribers, and packages and get paid on-time, every time. Simple client management Practice's world-class tools allow you to communicate between sessions without having to give out your personal number.

ITM Platform is the Project Portfolio Management Software that bridges the gap between project management and strategy. It takes just two weeks to integrate and is easy to learn. You and your team members can be fully operational quickly and have the tools and resources you need for managing your portfolio and aligning it with the overall business strategy. ITM Platform provides robust control over economics (costs, revenue, etc.) at all levels: portfolio, program, project and task. You can manage agile and waterfall projects, prioritise what is most important for your business, and report on progress company-wide using real-time information.

Aysling serves as a comprehensive PSA (Professional Services Automation) software that effectively manages every aspect of your B2B operations, spanning from contracts to cash flow, as well as project execution to payment processing. Its deployment is straightforward, and it is designed to be user-friendly and simple to oversee, providing excellent support and guidance throughout. Aysling integrates a robust Sales CRM alongside features like Order Management, Project Management, Labor Tracking, Subscription Management, Service Ticketing, Workflow Automation, and Billing, all within a single cloud-based platform. Furthermore, it supports numerous dedicated integrations with popular tools such as QuickBooks Online, Twilio, and Zapier, enhancing its versatility and functionality for businesses. With Aysling, companies can streamline their processes and improve efficiency across various departments.

Stafiz, a cloud-based software, allows you to manage service activities and staffing, as well as invoice projects. - One software that simplifies business management and forecasting. - Data is more reliable, available in real-time, visibility is increased tenfold. - Forecast the utilization rate and plan for your team's capacity. - Real-time monitoring of financial forecasts and project progress. - Track your margins to improve profitability. - Identify potential opportunities and profile requirements. - Incorporate opportunities into the forecast. - Search profiles by role, experience, and skills.

Discover user-friendly software tailored for consultancy firms that enhances CRM and maintains connections effortlessly! With all your relationships displayed in a simple layout, you'll gain valuable insights into ongoing matters while elevating customer service standards. Every interaction with clients is documented, allowing you to save time, acquire knowledge, and optimize processes. Gripp serves as a comprehensive solution that restores clarity within your organization, whether you need to generate flawless quotes instantly, manage project tasks with clarity, or execute effective credit management—all functionalities are at your fingertips with Gripp. Enjoy the freedom to work from any location, at any time! Gripp ensures you retain oversight of your operations, so you can relax during your vacation knowing everything is in check. Additionally, our exceptional helpdesk is ready to assist you; explore our support page for extensive resources, and if further assistance is needed, feel free to reach out via email! Your success is just a click away with Gripp.

CRM and project management suite. WiseTeam integrates modern management techniques such as KANBAN, SCRUM and A3, SALESPIPELINE, ITIL, and SALES PIPELINE. All tasks related to sales, projects and internal activities can be planned and tracked in real-time. The interactive KANBAN board displays tasks. It makes it easy to delegate tasks, focus on the tasks of the week, and see the future workload of employees. It is easy to track employees' time, each project has summary information, and billing is simple. It is easy to plan a project, its activities and results, as well as the budget. You can now monitor the status of your project in real-time. You can also deliver the results on schedule, within budget and within the scope. You can monitor not just one project but the entire portfolio of projects or all of your company's projects. You can keep track of all your sales opportunities by storing information about potential clients and their employees in one location.

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.