Best Professional Services Automation Software for Microsoft Outlook

Elevate your service management to new heights with BlueFolder, the all-in-one solution designed for field service providers, maintenance teams, and support organizations. Streamline your workflows, enhance customer satisfaction, and boost efficiency with our comprehensive suite of features. Effortlessly manage work orders through our intuitive interface, ensuring nothing slips through the cracks. With intelligent dispatch and scheduling tools, optimize resource allocation to minimize downtime and maximize productivity. Build lasting customer relationships using our CRM features, keeping track of interactions and service history for personalized service. Stay connected on the go with our mobile app, enabling real-time collaboration, work order updates, and client communication from anywhere. Take control of assets and equipment and contract management. Simplify financial processes with billing and invoicing features, generating accurate invoices and receiving payments optimizing cash flow to your business. Gain valuable insights into your business performance through customizable reports and analytics. Make informed decisions and identify areas for improvement. BlueFolder seamlessly integrates with other essential tools.

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!

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.

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.

Resource Guru makes it easy to schedule people, equipment, or other resources online. Resource Guru is designed to replace cumbersome, outdated scheduling spreadsheets. It helps managers get organized quickly. The platform includes reporting, resource planning, resource scheduling and resource management. Resource Guru costs as low as $4.16 per month.

The UiPath Platform allows you to transform your business into a fully-automated enterprise. Fully automated enterprises are digitally transformed enterprises. The automation platform that does it all can help you increase business resilience, speed, agility, and relieve people from mundane tasks. To gain a deep understanding of complex business processes, you can use data from business applications like ERP and CRM. You will be able to identify what needs to be automated and how to do it well. And you'll also be able prove your impact. UiPath, an innovative Robotic Process Automation platform (RPA) that enables organizations to automate business processes efficiently, helping them become digital businesses more quickly and gain a competitive advantage on their journey to AI. UiPath is flexible, extensible and sustainable. Users can design their own workflows using UiPath without any scripting or programming. The platform features full auditing capabilities, advanced analytics reporting, and customizable dashboards.

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.

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.

Productive is a business management tool used by agencies and professional service providers. Productive’s main objective is to provide customers with an all-in-one platform that gives them a complete and real-time view of their business performance. With the Sales Pipeline overview, you can create deal flow and get sales organized. Use the simple time tracker to track your time and collaborate on tasks. Find bottlenecks that are costing you money and consuming your time. Resource Planning features can help you avoid overbooking, burnouts, and collisions. Track Profitability for hourly and fixed price projects. All billing and invoicing for recurring and one-time projects.

Forecast is a comprehensive project and resource management tool that can be expanded to include a wide range of great features. It combines project management, resource planning and team collaboration under one roof. This allows you to use the power of AI for automating administrative tasks. It is a strong alternative to point-based project management solutions in professional service companies. Ideal for companies with 50+ employees who need the entire project portfolio and resource overview in one software. * Project proposals that are more predictable and precise * Improved planning and analysis with Insights and Reporting * AI supports stronger business decisions * Flexible resource management through Task and Project Allocations * Time and Task Management that is efficient * Get actionable insights into project profitability with cost, revenue, and profit updates in real-time

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.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly 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.

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.

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.

ConnectWise PSA (formerly ConnectWise Manage) a robust business management platform, is designed for companies that offer service and support technology. ConnectWise PSA is trusted by more than 100,000 users. It offers a wealth features that enable teams to achieve greater accountability and operational efficiency. ConnectWise PSA includes help desk, billing and time tracking, project management, agreement management, sales and marketing, procurement and reporting tools. ConnectWise PSA™ (formerly ConnectWise Manage) is an award-winning professional services automation (PSA) solution that connects your entire operation. It creates a single view via a single data layer, so you can clarify and streamline what’s actually happening in your business.

AccountSight, also known as a cloud-based Professional Services Automation, focuses on helping growing businesses and startups. The key features include project management, time tracking and billing, invoicing, expense tracking, resource management, and billing. Users can also attach expense receipts and timesheets to project invoices, project planning and forecasting, and scheduling. AccountSight tracks actual and planned costs, as well as hours worked on a project versus hours spent. Administrators can create estimates, forecast budgets and place bids for projects. They can also convert estimates into invoices. AccountSight is also available for iOS and Android via apps.

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.

Merlin Project is the industry standard for project management in many industries, including Architecture & Construction and Media & Agencies, Research & Development and Education. Our flexible app is used by customers in more than 160 countries to plan, manage and control small and large projects. It doesn't matter if you're using an iPad or a Mac. Merlin Project is project management with a bit of magic!

Promys Enterprise PSA has been praised as a cloud-based platform for professional service automation (PSA). It is used by managed services, information technology, audiovisual, and physical security solutions providers. Promys Enterprise PSA is easy to use and scales well. It offers a help desk, time billing, project management tools and procurement, as well as service contract management, customer asset and management, and reporting. The solution provides real-time status updates regarding invoicing, purchase orders, as well as reports for products, labor and revenue.

Mosaic, an AI-powered resource management and workforce management solution, increases productivity and profitability. It integrates with most financial and project management software to automatically collect data and show who is doing what and when. The software allows teams to accurately forecast and bill, manage their capacity effectively, and plan their workloads. Mosaic helps organizations get rid of clunky spreadsheets. It gives them the real big picture. Get started today with a 30-day free trial.

TimeHero is the only task manager that schedules your work automatically, so you can get more done. TimeHero can help you add to-dos, events, or whole projects to your calendar and TimeHero will find the right time to complete them. TimeHero will notify you of any risks and reorganize your schedule as they arise. Start your FREE trial today, perfect for small businesses and productivity enthusiasts!

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.

CONREP, Inc., founded in 2005, provides a full range of professional services and staffing. Many of our innovations have become industry standards. Fully modular, powerful organizational tools for HR staffing, professional services, and consulting firms. CONREP’s cloud-based, fully modular software contains all the essential modules for managing and automating front and back office operations. CONREP gives you the tools you need to increase the productivity of your Sales team and recruiters, and reduce the time it takes to hire. Engage the best candidates and make more placements with one integrated system. CONREP has undergone an independent audit to ensure that all modules are fully compliant with DCAA. CONREP has the modules and seamless integration needed to meet all your business PSA needs.

Jetpack Workflow, a workflow management tool, helps businesses standardize and track their processes. This allows them to do more work and prevents tasks from falling through cracks. We have over 16K clients worldwide and help business owners meet deadlines, track their team progress, and grow their practices without worrying.

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.