Best Professional Services Automation Software for Microsoft Outlook

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.

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.

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.

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.

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.

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.

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.

AccountSight serves as a cloud-based Professional Services Automation (PSA) tool tailored to assist startups and expanding businesses. Its notable features encompass project management applications, time and expense tracking, as well as billing and invoicing capabilities. Users benefit from the convenience of automatically linking timesheets and expense receipts to project invoices, in addition to having tools for project planning, forecasting, and scheduling at their disposal. The platform efficiently monitors the discrepancies between planned and actual costs, alongside comparing scheduled hours with the actual time invested in projects. Furthermore, administrators are empowered to generate project estimates, forecast budgets, submit bids, and seamlessly convert estimates into invoices. To enhance accessibility, AccountSight also offers mobile applications compatible with both Android and iOS platforms, ensuring users can manage their projects on the go. Overall, this comprehensive solution is designed to streamline operations and foster growth for its users.

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

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.

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.

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

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 stands out as a highly acclaimed cloud-based professional service automation platform tailored for IT, managed services, and providers of audiovisual and physical security solutions. With its scalable architecture and user-friendly interface, Promys Enterprise PSA encompasses an array of functionalities such as help desk support, time tracking, billing, project management, procurement, service contract oversight, customer asset management, and comprehensive reporting. Additionally, the platform enables real-time updates regarding invoicing, purchase orders, and various reports related to products, labor, contracts, and overall revenue performance, ensuring that users remain informed and organized. Its extensive feature set makes it an invaluable tool for businesses looking to enhance their operational efficiency and service delivery.

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.

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.

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.