Best Professional Services Automation Software for Zoho CRM

Save on administrative costs with Nostra's straightforward time tracking and approval system. Users can gain a precise understanding of how their employees allocate their time compared to the plan. This feature provides detailed insights into the company's performance, enabling users to make more strategic decisions for business growth. Our modules include staffing, time tracking, sales pipeline, milestone management, roles tracking and reporting.

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.

Create automations that work for your business. ThinkAutomation gives you an open-ended studio that allows you to create any automated workflow you need. All this without any volume restrictions and without having to pay per process, license, or 'robot.

Avaza allows you to manage projects, track time, expenses, send invoices, and receive online payments. Avaza is a one-stop solution for project management, time tracking and invoicing. It allows companies to focus on clients. This platform is ideal for consultants, freelancers, and small businesses. It is accessible anywhere, on any device.

Work the way you want – no matter what methodology you use and no matter what job title or certifications you have. Manage your people with trust and transparency – treating your people like pros and empowering you to see what’s happening while it’s happening. Scale high-performance deliberately – so you can run your project your way, no matter how big or global your team is. Reduce the complexity of collaboration – making it easy for everyone to see what they’re working on, who they’re working with, and what comes next – no matter how big the team is. Centralize all project information – so that your teammates can zoom in on the details of every task – and you can zoom out to manage the bigger picture with cross-project analytics. Scale the way you work – making it easy to manage permissions and privacy down to the task level and oversee multiple projects at the same time. See everything in one place so you can effortlessly manage your team, projects, clients, and freelancers. Get all the advanced features you need, from time tracking to budgeting to resource allocation — to run effectively.

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.

Finance can be made a team practice. Metric.ai is your single source of truth for all financial data. You can set project budgets, calculate costs, recognize revenue, and do so with complete confidence. Get a current view of profit, utilization and effective bill rates. Discover over 100 service-specific KPIs to help you make better decisions. To reflect the organization structure, categorize employees and projects into roles, offices, departments, and other categories. You can create more accurate forecasts by combining key metrics such as revenue recognition, multicurrency, financial closes, and historical change into one place. Increase predictability in your planning process. Get alerted about potential risks and gain actionable insights into why actuals differ from forecasts. Based on project and resource plans, plan revenue, costs, and profit. Changes can be accounted for in real-time.