Best Professional Services Automation Software for Microsoft Exchange

Ravetree, an award-winning work management platform, empowers teams to deliver work quicker, be more informed, spend less time looking for information, and is faster than any other software. Ravetree is a software platform that allows companies to manage their resources, projects, and creative workflows from one place. Ravetree makes it easy to move between applications to find the right information, use cumbersome spreadsheets, or enter the same data multiple times. Ravetree makes it easy to get the job done!

Project Insight (PI), a modern project and portfolio management software, can aggregate and report on all projects in your organization. PI consolidates your work, projects, and tasks in one online platform that you can customize to suit your business needs. PI is ideal for companies with complex project management requirements such as budgeting, scheduling, time-tracking, and capacity planning. However, PI is easy to use and customizable, which allows them to provide exceptional customer service. You can easily combine data from key CRM, accounting, DevOps and support software to give stakeholders real-time insights into your project. The FREE version of PI lets you start quickly and grow as you go.

All-in-one software transforms the way MSPs provide managed IT services to their customers. HaloPSA empowers you to manage your entire service desk with ITIL-aligned, out-of-the box functionality.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

Professional service companies around the globe love Accelo to manage client work profitably. The cloud-based platform handles all aspects of client work delivery from prospect to payment. It also manages tickets, retainers and timesheets. The client work management platform puts an emphasis on money and time. It gives you a complete view of your most recent business data and financial performance. Client communications, activities, and work are all centralized on a single platform so you can always see where things are without needing to ask for status updates. Accelo improves efficiency and streamlines workflows across the business. It also helps teams and leaders coordinate better and increase visibility. This allows professionals to concentrate on the most important work while leaders can run the business. Managers can deliver projects on time and within budget by harnessing the power of automation.

Datto's Autotask Professional Services Automation is a cloud-based PSA platform that provides a single view of the entire business. It allows MSPs to centralize their business operations and make data-driven business decisions to improve service, productivity, and profitability. Autotask PSA allows MSPs manage all aspects of their business with maximum efficiency. It integrates all the essential tools needed to run a managed service business. Autotask PSA centralizes operations, provides instant understanding via customizable dashboards and widgets that allow you to make data-driven business decisions. Autotask PSA doesn't require any maintenance or testing. It has a proven track record of consistently delivering unmatched security and 99.99% uptime. PSA is the central hub of any MSP, providing a single view of the business and increasing efficiency by automating workflows.