Best Professional Services Automation Software with a Free Trial of 2026

Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Intuitively plan projects and schedule resources with allocations, project phases, milestones, and time off. Flick between monthly, quarterly and half-yearly views to plan for the short and long term. Get a dynamic bird’s-eye view of your entire organization to manage capacity, workload and availability changes as you create your plans. Runn makes resource management dynamic and visual from a single, shared view. Drill into different roles, teams and tags to compare trends and understand which groups are overbooked. Plan out tentative projects to see how plans might change if work gets confirmed. Track projects, view forecasts, and get relevant metrics within Runn. Get insights like utilization, project variance, and overall financial performance. Use Runn’s built-in timesheets to monitor project progress. Runn integrates with Harvest, WorkflowMax, and Clockify. With the API, build your own integrations to connect Runn with your favorite tools.

SuperOps is the AI-native unified platform for modern MSPs and internal IT teams. It replaces the typical four-to-six-tool IT operations stack - PSA, RMM, helpdesk, MDM, asset tracking, network monitoring, patch management and IT documentation - with a single, built-as-one platform on a shared data layer. That architectural choice is what makes the rest of the platform work, particularly its agentic AI. Monica AI, SuperOps' intelligence layer, was designed alongside the platform from day one. It triages tickets, surfaces patch and CVE risks, drafts worklogs, suggests knowledge base articles, and increasingly handles fully autonomous workflows for routine work. SuperOps supports Windows, macOS, Linux, iOS, iPadOS and Android, integrates with the IT and MSP ecosystem (Slack, Teams, Azure AD, Okta, QuickBooks, Xero, Bitdefender, SentinelOne and more), and bundles Splashtop and ISL Online remote access free. Transparent pricing, fast deployment, founder-led product investment.

Planfix streamlines the workflow for professional services teams by integrating client management, project execution, time tracking, documentation, and financial information into a single cohesive system. Team members can access the client context alongside the tasks at hand, facilitating a seamless transition from discussions to implementation while ensuring that agreements and project specifics remain intact. By tracking planned versus actual time, expenses, income, and various Data Tags, teams gain a comprehensive view of project performance beyond mere completion metrics. Additionally, the use of templates and automation helps normalize repetitive processes, approvals, documentation, and follow-ups, enabling teams to maintain a consistent service delivery as they expand their operations.

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.

Striven is comprehensive business management software that reduces your expenses, enhances your workflows, and simplifies daily operations. Keep your company's information unified, integrated, and actionable. With more than 20 years of experience in Software Services, we've partnered with over 8,600 organizations across numerous industries to help them create operations that are more protected, streamlined, and beneficial to their clients. Our mission has always centered on helping people achieve more. Today, that mission drives everything in our software. We provide clear, uncomplicated pricing options and a guarantee you won't find anywhere else. You can begin using it today without spending a dime. None of our plans include trials, time limits, or binding contracts.

Project Insight is a comprehensive platform designed to assist professional services firms in overseeing client projects, optimizing resource allocation, tracking time spent, managing budgets, and evaluating financial outcomes all within a unified system. Teams can effectively plan their engagements, assign resources, keep tabs on both billable and nonbillable hours, and assess project expenses in relation to established budgets. The portfolio reporting feature enhances transparency into delivery obligations, team workloads, and overall project profitability. With customizable workflows, options for client visibility, and seamlessly integrated project financials, Project Insight empowers consulting and professional services teams to enhance resource management, regulate project expenses, and make well-informed decisions regarding project delivery.

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.

ServiceDesk Plus is a web-based, fully-featured ITSM suite that is specifically designed for managed service providers. This all-in one ITSM solution provides comprehensive help desk, service desk and asset management in a multi-tenant architecture that has strong data segregation. This allows service providers to provide services and support to multiple clients through centralized controls.

UnitLook consolidates ticket management, project oversight, capacity forecasting, time tracking, and team availability into a unified platform designed for project-oriented companies and service teams that require transparent insights into their workflows, workloads, delivery processes, and profitability metrics. By integrating various functions instead of relying on disparate tools and spreadsheets, UnitLook allows teams to seamlessly connect tasks, schedules, resource allocation, timesheet entries, and client interactions in a single interface, providing a comprehensive overview of projects, personnel, timelines, and financial outcomes without the hassles of fragmented systems or labor-intensive reporting methods. This innovative solution enhances efficiency and promotes collaboration across teams. Key features include: - Tracking of tickets and tasks for incoming client inquiries as well as essential project activities - Gantt-style planning tools for creating visual timelines and roadmaps - Visibility into workloads and capacities to manage availability and avoid employee overload - Time tracking with direct logging of timesheets linked to specific projects and clients - Access to a client portal with Service Level Agreement (SLA) monitoring - Comprehensive reporting capabilities for both project management and financial evaluation.

A disk fills up on a client machine at 2am. Helios notices, works out the cause on the device itself, writes a reversible fix, and waits for a human to approve it. Then it closes the ticket and records what changed. That is the difference between Helios and the RMM you are probably running. Most tools are excellent at telling you something is wrong and then stopping. Helios was designed around the AI doing the work, not summarising it. What you get in one hosted platform: device and network monitoring, Windows and third-party patching, Microsoft Defender status, Microsoft 365 health, browser-based remote access with no second vendor to buy, a full service desk, client billing, and branded portals your clients log into. Quarterly reviews are generated for you. Asset lifecycle and backup state are tracked without extra tooling. The AI earns its place. It answers questions about your fleet in plain English, forecasts which disks will run out and roughly when, and treats several machines dropping at once as a single outage rather than twenty separate tickets. Inbound support email is triaged and answered in the customer's own thread. One lightweight agent covers Windows, Windows Server, macOS and Linux, and every build is code-signed. Plans are priced per workspace rather than per technician, so hiring does not cost you more. Launch is £4 per device monthly, from 5 to 25 devices with a £20 floor. Starter is £99 for up to 50 devices. Growth is £199 for up to 250 and adds a white-label portal. Scale is £399 for unlimited devices. Every plan includes every feature. Trials run 14 days and take no card.

CrossConcept Continuum is more than traditional PSA solutions. It incorporates cutting-edge UI technology, making it easier to use the solution. This reduces clicks and time spent logging data. CrossConcept Continuum integrates with all major accounting systems, allowing you to seamlessly synchronize your accounting and projects within one unified system. Our innovative PSA solution allows organizations maximize profitability by integrating financial accounting and connecting projects. This allows you to manage all stages and deliver on your promises, from conception to completion. CrossConcept has decades experience in helping service companies automate their processes. CrossConcept has worked with clients ranging in size from a few people to more than thirty thousand. CrossConcept Continuum was born out of real-world experience by the founder and his team. Our solution is a simple but powerful PSA!

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.

Mission Control, a cloud-based Salesforce Project Management app, helps you stay in control and on track. Our professional services automation software lets you create a consistent process for managing, planning, and measuring client projects from one app. Our extensive feature set seamlessly integrates with Salesforce to maximize efficiency and profitability. Spend more time working with clients and less time organizing your days. Mission Control's Salesforce Project Management software will give you a clear overview about your project briefs, progress, and all the resources that have been allocated to you. All of this is designed to help you stay on track and to make it easy for your team to collaborate. Use the intuitive assignment wizard, time tracking, and the resource capacity planner to create actionable tasks that will improve your business' client and project management capabilities.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

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.

ScopeMaster automates the analysis of software requirements and user stories. ScopeMaster uses natural language processing (a branch AI) to perform requirements analysis work in seconds. This includes comprehensive defect detection, functional testing creation and functional sizing. Q.A. User story ScopeMaster can identify up to 9 types of potential defects in requirements. Sizing user stories. ScopeMaster automatically sizes user story in COSMIC function point and IFPUG function point. ScopeMaster creates functional tests. ScopeMaster generates positive and negative test scenarios that can be traced back to the functional intent of the requirements. There is native synchronisation with Jira Cloud and Azure devOps. Included is a REST API for integration with other tools.

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

The all-in-one IT management platform, powered by Action AI™ Atera is the all-in-one IT management platform that combines RMM, Helpdesk, and ticketing with AI to boost organizational efficiency at scale. Try Atera Free Now!

Provide the information you need to principals, project managers, or your entire staff quickly and easily. The powerful dashboard of BQE CORE allows you to monitor KPIs such as project performance, time and expenses, profitability, and other important metrics. You can monitor the status of each phase and track progress. You can also compare actual and budgeted hours and costs so that nothing slips through the cracks. Use interactive Gantt charts to efficiently allocate resources and forecast accurately every time. CORE CRM is specifically designed to manage professional services' new sales opportunities, activities and performance. Learn how BQE CORE can help you focus on the most important parts of your practice and manage client projects. Book your own personalized demo today!

Avaza is an innovative cloud-based tool designed to enhance professional services automation, facilitating seamless project collaboration, efficient resource scheduling, comprehensive time and expense tracking, retainer management, and streamlined invoicing processes. This platform is widely relied upon by various teams across different sectors, as it consolidates vital business operations into a singular, effective solution. By offering an integrated all-in-one platform, Avaza eliminates the complications associated with having multiple subscriptions and redundant workflows. Its combination of project management, financial oversight, and retainer management equips businesses with immediate access to insights regarding project profitability, employee utilization, and retainer performance, all within a cohesive framework. The retainer management feature stands out by automating payment processes and applying credits for completed tasks, which fosters smooth billing practices, optimal resource distribution, and enhanced transparency throughout client engagements. Furthermore, Avaza is accessible on desktop, tablet, and mobile devices, granting organizations the ability to manage operations flexibly and efficiently from anywhere, thereby boosting productivity and collaboration among team members.

Syncro is the integrated business platform for running a profitable MSP. Enjoy PSA, RMM, and remote access in one affordable package. PLUS! Integrations to 50+ MSP and business tools you also love and use amp your efficiency even more. Syncro pricing is refreshingly simple—one flat fee for all PSA, RMM, and remote access features. Unlimited endpoints, no contracts, no minimums.

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.

Teamwork.com is a professional services automation platform designed to help service businesses run projects, resources, and financials from one connected workspace. The platform gives teams visibility into project profitability, billable utilization, budgets, workloads, client communication, approvals, timelines, and delivery performance. Teamwork.com helps organizations plan capacity, forecast demand, assign the right people to the right work, and identify underutilized or overutilized team members. Its financial management capabilities help teams track billable hours, monitor margins, stay aligned with budgets, and spot unprofitable projects before they close. Client management tools centralize project communication, approvals, status updates, reports, and dashboards in a shared workspace for teams and clients. TeamworkAI helps users move faster by turning updates into tasks, applying smart filtering, supporting resource management, and integrating with AI models such as Claude and ChatGPT. The platform also includes 150+ integrations, ready-made templates, onboarding support, implementation resources, and security protections. Teamwork.com is designed for agencies, IT services and software companies, consultancies, accounting firms, finance teams, and professional services businesses. By combining project delivery, resource management, profitability tracking, AI productivity, client collaboration, integrations, and reporting, Teamwork.com helps teams deliver better work with less operational stress.

Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track. Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost. Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools. With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.