---
description: Page 6 - Discover the best Professional Services Automation Software for your organisation. Compare top Professional Services Automation Software tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Page 6 - Best Professional Services Automation Software - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [Professional Services Automation Software](https://www.softwareadvice.co.uk/directory/4135/psa/software) > [Page 6](https://www.softwareadvice.co.uk/directory/4135/psa/software?page=6)

# Professional Services Automation Software

Canonical: https://www.softwareadvice.co.uk/directory/4135/psa/software

Page: 6 / 9\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/4135/psa/software?page=5)\
Next: [Next page](https://www.softwareadvice.co.uk/directory/4135/psa/software?page=7)

-----

## Products

1. [SwiftCase](https://www.softwareadvice.co.uk/software/396272/swiftcase) — 4.6/5 (25 reviews) — SwiftCase is a cloud-based workflow management solution that helps businesses in the insurance, finance, legal and se...
2. [Sera](https://www.softwareadvice.co.uk/software/343746/sera) — 4.4/5 (23 reviews) — Sera is a web-based solution that helps residential contractors identify financial gaps, learn their business at a de...
3. [TimeHero](https://www.softwareadvice.co.uk/software/168013/timehero) — 4.7/5 (23 reviews) — TimeHero is a cloud-based work management tool that enables users to plan and manage tasks, projects, and workflow au...
4. [Base Builders](https://www.softwareadvice.co.uk/software/2532/praesto) — 4.2/5 (22 reviews) — Built for ARCHITECTS and ENGINEERS that design and draw BLUEPRINTS. BaseBuilders.com is developed specifically for ar...
5. [Merlin Project](https://www.softwareadvice.co.uk/software/29025/merlin) — 4.7/5 (22 reviews) — Merlin Project is a project management (PM) solution natively written for macOS and iOS. It caters to businesses of a...
6. [Upland PSA](https://www.softwareadvice.co.uk/software/158335/uplandpsa) — 4.3/5 (20 reviews) — Upland PSA is the enterprise solution for organizations that need to deliver projects profitably, without surprises. ...
7. [Workdeck](https://www.softwareadvice.co.uk/software/341501/workdeck) — 4.4/5 (19 reviews) — Workdeck is a project management software designed to help businesses manage back-office operations including financi...
8. [BigTime Enterprise PSA](https://www.softwareadvice.co.uk/software/2265/projector) — 4.6/5 (18 reviews) — Project-based work is never static—resources move, scope changes happen, and markets shift. BigTime Enterprise PSA is...
9. [Jamio openwork](https://www.softwareadvice.co.uk/software/328512/jamio-openwork) — 4.2/5 (18 reviews) — Jamio openwork is a no-code Platform as a Service. Jamio enables citizen developers to build software applications qu...
10. [Teamogy](https://www.softwareadvice.co.uk/software/241031/teamogy) — 4.8/5 (17 reviews) — Teamogy is a cloud-based all-in-one system designed for companies that want to run their business more clearly, effec...
11. [Vorex](https://www.softwareadvice.co.uk/software/429103/vorex) — 3.8/5 (17 reviews) — Vorex is a cloud-based professional services automation (PSA) solution that manages sales opportunities, projects, ti...
12. [Deltek Vantagepoint](https://www.softwareadvice.co.uk/software/186514/deltekvantagepoint) — 3.6/5 (17 reviews) — Deltek Vantagepoint is a solution that helps your people manage your projects from start to finish. Vantagepoint is b...
13. [PSOhub](https://www.softwareadvice.co.uk/software/336385/psohub) — 4.6/5 (16 reviews) — PSOhub is PSA software and work management platform purpose-built for professional services organizations. IT firms, ...
14. [Klient PSA](https://www.softwareadvice.co.uk/software/360459/krow) — 4.6/5 (16 reviews) — Klient is the only PSA software that offers professional services recipes to help you improve your business. We have ...
15. [Q360](https://www.softwareadvice.co.uk/software/329128/q360) — 4.3/5 (15 reviews) — Q360 is an enterprise resource planning (ERP) solution designed to help businesses manage accounting, job costing, di...
16. [Gripp](https://www.softwareadvice.co.uk/software/236146/gripp) — 4.5/5 (15 reviews) — With over 14.000 daily users and 2000+ client, Gripp is one of many Business Software companies in the Benelux. Gripp...
17. [Planview ChangePoint](https://www.softwareadvice.co.uk/software/334762/planview-changepoint) — 4.5/5 (15 reviews) — Planview Changepoint is an end-to-end professional services automation solution for services-first businesses to stre...
18. [atimeüs](https://www.softwareadvice.co.uk/software/357655/atimeus) — 4.9/5 (15 reviews) — atimeüs is a cloud-based ERP / PSA software specifically made for IT services, software engineering, and consulting b...
19. [COR](https://www.softwareadvice.co.uk/software/338153/cor) — 3.8/5 (14 reviews) — COR is a cloud-based project management tool suitable for small to midsize companies in a variety of industries. It o...
20. [Ormandy](https://www.softwareadvice.co.uk/software/144676/ormandy) — 4.6/5 (14 reviews) — For over 40 years, Ormandy has provided intuitive software and excellent customer service. At Ormandy, our clients ar...
21. [iBE.net](https://www.softwareadvice.co.uk/software/3493/ibe) — 4.2/5 (13 reviews) — iBE.net is an all-in-one system designed to streamline business management for professional services. From project tr...
22. [Aldoa](https://www.softwareadvice.co.uk/software/511485/Aldoa) — 4.8/5 (12 reviews) — Aldoa is the \#1 project management software purpose-built for environmental consulting and engineering firms. From pr...
23. [Heeros PSA](https://www.softwareadvice.co.uk/software/382823/heeros-psa) — 4.4/5 (11 reviews) — Heeros PSA allows users to deliver on time and on budget by managing their business seamlessly and more efficiently w...
24. [Pie](https://www.softwareadvice.co.uk/software/332262/pie) — 4.7/5 (11 reviews) — Pie is a project management solution designed to help businesses streamline data visualization, process management an...
25. [OneDesk](https://www.softwareadvice.co.uk/software/202606/onedesk) — 4.3/5 (11 reviews) — OneDesk software combines project management and helpdesk in a single application. OneDesk provides an easy-to-use, y...

-----

Page: 6 / 9\
Prev: [Previous page](https://www.softwareadvice.co.uk/directory/4135/psa/software?page=5)\
Next: [Next page](https://www.softwareadvice.co.uk/directory/4135/psa/software?page=7)

## Related Categories

- [Workflow Management Software](https://www.softwareadvice.co.uk/directory/4272/workflow/software)
- [Time and Expense Software](https://www.softwareadvice.co.uk/directory/222/time-and-expense/software)
- [Project Portfolio Management Software](https://www.softwareadvice.co.uk/directory/1937/ppm/software)
- [Project Planning Software](https://www.softwareadvice.co.uk/directory/453/project-planning/software)
- [Project Management Software](https://www.softwareadvice.co.uk/directory/4430/project-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/directory/4135/psa/software)
- [All Categories](https://www.softwareadvice.co.uk/directory)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"SoftwareAdvice UK","address":{"@type":"PostalAddress","addressLocality":"Egham","addressRegion":"ENG","postalCode":"TW20 9AH","streetAddress":"Tamesis, The Glanty, Staines-upon-Thames Egham TW20 9AH United Kingdom"},"description":"Software Advice helps businesses in the UK find the best software with confidence. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.uk","url":"https://www.softwareadvice.co.uk/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.uk/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"SoftwareAdvice UK","url":"https://www.softwareadvice.co.uk/","@id":"https://www.softwareadvice.co.uk/#website","@type":"WebSite","publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"potentialAction":{"query":"required","target":"https://www.softwareadvice.co.uk/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Professional Services Automation Software","description":"Page 6 - Discover the best Professional Services Automation Software for your organisation. Compare top Professional Services Automation Software tools with customer reviews, pricing and free demos.","url":"https://www.softwareadvice.co.uk/directory/4135/psa/software?page=6","about":{"@id":"https://www.softwareadvice.co.uk/directory/4135/psa/software?page=6#itemlist"},"breadcrumb":{"@id":"https://www.softwareadvice.co.uk/directory/4135/psa/software?page=6#breadcrumblist"},"@id":"https://www.softwareadvice.co.uk/directory/4135/psa/software?page=6#webpage","@type":["WebPage","CollectionPage"],"mainEntity":{"@id":"https://www.softwareadvice.co.uk/directory/4135/psa/software?page=6#itemlist"},"publisher":{"@id":"https://www.softwareadvice.co.uk/#organization"},"inLanguage":"en-GB","isPartOf":{"@id":"https://www.softwareadvice.co.uk/#website"}},{"@id":"https://www.softwareadvice.co.uk/directory/4135/psa/software?page=6#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Professional Services Automation Software","position":2,"item":"https://www.softwareadvice.co.uk/directory/4135/psa/software","@type":"ListItem"},{"name":"Page 6","position":3,"item":"https://www.softwareadvice.co.uk/directory/4135/psa/software?page=6","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Page 6 - Best Professional Services Automation Software - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@id":"https://www.softwareadvice.co.uk/directory/4135/psa/software?page=6#itemlist","@type":"ItemList","itemListElement":[{"name":"SwiftCase","position":1,"description":"SwiftCase is a cloud-based workflow management solution that helps businesses in the insurance, finance, legal and service industries with automating business processes, optimizing business operations and boosting business productivity. With SwiftCase, business can securely manage customer data and streamline existing business process with functionality for customizable drag and drop workflows, tasks with RAG alerts, and an integrated customer data system with a secure document manager.\n\n\nSwiftCase allows users to create and edit every aspect of a workflow using a drag and drop editor. Users are able to modify triggers and action buttons to to automatically run a specific event such as document generation or notification creation when a certain condition is met. Workflows can automatically run events for tasks whenever a workflow template is added to a task, providing easier tasks management. For additional task management, users can set the priority level of every task using red, amber and green (RAG) alerts for task prioritization.\n\n\nSwiftCase can also manage client data with a flexible customer data system along with an integrated document manager. This data system can used as a CRM, help desk or client portal to fit the needs of any business. All of a business customer data can be stored in one place along with contact information, user notes and logs, linked users, user documents and assigned tasks. For document management, SwiftCase is able to securely store documents in one place and provide auditing tools for GDPR compliance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/79314c75-5e97-4dc1-a88e-e80f61a49bdb.png","url":"https://www.softwareadvice.co.uk/software/396272/swiftcase","@type":"ListItem"},{"name":"Sera","position":2,"description":"Sera is a web-based solution that helps residential contractors identify financial gaps, learn their business at a deep level, streamline processes and reduce burden and employee stress levels. It centralizes job and client management, optimizing route planning and dispatching to schedule technicians. \n\nSera facilitates invoicing and assists with the management of cash flow. Customers can request services, approve quotes and make payments, with automated appointment reminders. \n\nThe solution also provides insights into billable hours and revenue opportunities, helping opimize revenue.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c2de9baa-8ab5-476d-866e-f44b23531fb3.jpeg","url":"https://www.softwareadvice.co.uk/software/343746/sera","@type":"ListItem"},{"name":"TimeHero","position":3,"description":"TimeHero is a cloud-based work management tool that enables users to plan and manage tasks, projects, and workflow automatically while factoring in their schedule.\n\nThe AI-powered solution lets users automate daily tasks, projects, and calendar events in one central location. TimeHero uses adaptive planning feature which lets team members automatically adjust a schedule when a new meeting is added last minute.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3200e203-7b26-4764-8df0-626ba6356dee.png","url":"https://www.softwareadvice.co.uk/software/168013/timehero","@type":"ListItem"},{"name":"Base Builders","position":4,"description":"Built for ARCHITECTS and ENGINEERS that design and draw BLUEPRINTS.\n\nBaseBuilders.com is developed specifically for architecture and engineering firms by a veteran of the industry. It handles everything from time tracking to invoicing. It will even manage your sub-consultant contracts and payouts.\n\nThe super-simple QuickBooks integration means that you will not need to learn a new accounting system.\n\nEvery aspect of your project information is housed in a searchable database giving you immediate access to the information you want to see. And the robust reporting system will give you the answers you are looking for. You will know the profitability of each project in real-time - no more waiting until the end of the month to get a report.\n\nIf you are looking to simplify your operations and improve your bottom line, look no further. We are ready to help you reach your goals.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4fde34d2-1502-4496-8631-95a9bba81657.png","url":"https://www.softwareadvice.co.uk/software/2532/praesto","@type":"ListItem"},{"name":"Merlin Project","position":5,"description":"Merlin Project is a project management (PM) solution natively written for macOS and iOS. It caters to businesses of all sizes across various industries. The key features include work breakdown (gantt chart, netplan and more), kanban board (agile), mind mapping, resource management, resource pool, employee assignment report generating, grouping, styling and export/import options (MS Project, MS Excel, Mindmanager, XML, OPML and many more).\n\n\nMerlin Project allows users to create procedural structures with dependencies between individual activities and groups, set the duration of individual activities and define fixed milestones. Users can enter budgets and costs, respond to time-plan changes and update projects' progress. The solution has the ability to generate a variety of reports and workflow charts, depending on the nature of the project.\n\n\nMerlin Project offers a subscription fee for macOS. It also offers an iOS app for mobile devices. In-person training sessions are available in select countries in Europe in addition to online training courses, email support and product documentation available on the website.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d11e69ea-e6cb-414e-aa77-45ef585c5b4d.png","url":"https://www.softwareadvice.co.uk/software/29025/merlin","@type":"ListItem"},{"name":"Upland PSA","position":6,"description":"Upland PSA is the enterprise solution for organizations that need to deliver projects profitably, without surprises. If your business manages complex project portfolios across global teams, you know the challenges: disconnected tools, manual processes, and unpredictable margins. Upland PSA solves these problems by bringing everything together - projects, people, and financials - on one flexible, enterprise-grade platform.\n\nWith Upland PSA, you gain complete visibility and control over your operations. Our solution helps you optimize resources, match skills to demand, and forecast with confidence, so you can plan smarter and deliver faster. Backed by decades of expertise in professional services automation, Upland PSA gives you the tools to eliminate inefficiencies, protect margins, and scale globally.\n\nImagine assigning the right people to the right projects every time, reducing duplicate work, and keeping projects on schedule and on budget. Our platform makes it possible with configurable timesheets, flexible workflows, and real-time project data. You’ll manage proactively, not reactively - saving time and improving outcomes.\n\nFinancial control is built in. Track time, expenses, and costs accurately, capture all billable revenue, and optimize margins with powerful billing and reporting capabilities. Upland PSA helps you reduce revenue leakage, improve forecasting, and make confident, data-driven decisions that protect profitability.\n\nTrusted by enterprises worldwide, Upland PSA combines security, flexibility, and proven expertise to deliver results at scale. If you’re ready to simplify complexity, improve visibility, and drive predictable, profitable projects, Upland PSA is your answer.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ccdb0495-7615-4076-ba10-3896039dbac1.png","url":"https://www.softwareadvice.co.uk/software/158335/uplandpsa","@type":"ListItem"},{"name":"Workdeck","position":7,"description":"Workdeck is a project management software designed to help businesses manage back-office operations including financial management and task execution. Administrators can track the status or progress of work across remote, field-based and on-site teams.\n\nThe platform enables managers to identify trends, detect anomalies across work processes and track time spent on various projects. Workdeck lets teams gain insights into business performances to plan tasks and generate quotes. Additionally, operators can manage corporate travel bookings and link specific expenses with projects, facilitating automation of accounting processes.\n\nWorkdeck offers an application programming interface (API), which lets businesses integrate the system with several third-party applications including Google Workspace, Zapier, Microsoft OneDrive, Google Calendar and Office 365. Pricing is available on request and support is extended via phone, email, chatbot and online contact form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c6a1f0d2-eed5-4041-a554-ff6e4fd08651.png","url":"https://www.softwareadvice.co.uk/software/341501/workdeck","@type":"ListItem"},{"name":"BigTime Enterprise PSA","position":8,"description":"Project-based work is never static—resources move, scope changes happen, and markets shift. BigTime Enterprise PSA is a cloud-based Professional Services Automation (PSA) solution that helps services organizations optimize their delivery to provide better resource usage, stronger project profitability, and comprehensive measurement and management of your services business.\n\nBigTime Enterprise PSA focuses on project accounting (time and expense tracking, budgeting, and invoicing), resource scheduling (people and project matching, operational and revenue forecasting, and utilization optimization), project management (task planning, tracking, and collaboration), and the most robust business intelligence in the market.\n\nBigTime Enterprise PSA is designed by professional services executives to improve bottom-line performance and scale with the needs of your services firm. BigTime Enterprise PSA also integrates openly with your existing business systems, including Hubspot, Salesforce, Microsoft Dynamics, Microsoft Project, Sage Intacct, QuickBooks, Tableau, and more.\n\nWhat are BigTime Enterprise PSA users saying? \n\n\"Talk about results – [BigTime Enterprise PSA] was key to driving a 16% point increase in billable utilization and a return on investment of more than $9.8M\" – David McKenney, SVP at Bentley Systems","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/58478f94-16e2-45ff-ba09-98f3af0e6ba1.png","url":"https://www.softwareadvice.co.uk/software/2265/projector","@type":"ListItem"},{"name":"Jamio openwork","position":9,"description":"Jamio openwork is a no-code Platform as a Service. Jamio enables citizen developers to build software applications quickly, without coding.\n\nJamio is a business process management platform to automate workflows, manage documents, collaborate and much more.\n\nWith Jamio it is possible to build unlimited solutions in a single area, reducing development times and costs","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c989def4-0170-4e50-9232-82886e81635c.png","url":"https://www.softwareadvice.co.uk/software/328512/jamio-openwork","@type":"ListItem"},{"name":"Teamogy","position":10,"description":"Teamogy is a cloud-based all-in-one system designed for companies that want to run their business more clearly, effectively and profitably.\n\nInstead of juggling spreadsheets, email threads and disconnected apps, Teamogy brings everything into one platform – projects, finances, clients, tasks, documents, and team communication. This helps managers make informed decisions, employees save time, and companies grow sustainably.\n\nWho is Teamogy for?\n\nTeamogy is built for professional services companies such as agencies, consultancies, architectural studios, law firms and other project-driven businesses. It works just as well for small growing teams as for established companies with multiple offices.\n\nWhat problems does Teamogy solve?\n\n#1 Lack of visibility: Managers see real-time profitability of projects and clients, instead of waiting weeks for accounting reports.\n\n#2 Chaotic workflows: All tasks, documents and conversations are linked to the right project or client, so nothing is lost.\n\n#3 Capacity overload: Workload dashboards make it easy to spot who is overbooked and who has free capacity.\n\n#4 Unclear profitability: With every cost, invoice and hour tracked, companies know exactly which projects are profitable and which are not.\n\n#5 Overlooked overheads: Beyond project costs, Teamogy also manages operational expenses, yearly overhead budgets and internal cost allocations, so firms see the full financial picture in one place.\n\nWhat makes Teamogy unique?\n\n#1 All modules included in every plan – no hidden limitations.\n\n#2 Combines project management, financial control, collaboration and reporting in one place.\n\n#3 Easy to use, even for non-technical users.\n\n#4 Scales with the company – from 10 to thousands of users.\n\n#5 Secure and compliant – GDPR compliant, role-based access, end-to-end data encryption, cloud hosting with backups and disaster recovery.\n\n#6 Integrations & automation – API architecture and Teamogy Flow platform allow connections with accounting, ERP, HR, BI and other third-party systems, plus customizable workflows and alerts.\n\nSupport and onboarding\n\nUnlike many systems, Teamogy includes professional onboarding to guide companies step by step when starting with the system. Users also benefit from ongoing live chat support and a knowledge base full of tutorials and best practices.\n\nWhy do companies choose Teamogy?\n\nBecause it saves them time, eliminates chaos, and shows where profit is gained or lost. Thousands of users across different industries rely on Teamogy every day to stay in control and focus on growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/59e7770a-c08a-4cb1-aee6-70194c86dec8.png","url":"https://www.softwareadvice.co.uk/software/241031/teamogy","@type":"ListItem"},{"name":"Vorex","position":11,"description":"Vorex is a cloud-based professional services automation (PSA) solution that manages sales opportunities, projects, timesheets/expense sheets, and invoices, as well as a number of other functions. This system is suitable for small businesses, particularly contractors, consulting firms and architectural companies.\n\n\nWith CRM integration, a business's sales pipeline can be monitored alongside other business processes, offering visibility into ongoing operations. With quotation management feature, users can convert quotes to projects, prospects to clients, and time sheets to invoices.\n\n\nVorex is available in three different plans – Project, BackOffice, and 360. Vorex Project is designed for Project Management only, BackOffice is designed for Project Management and Invoicing and Vorex 360 incorporates Project Management, Invoicing, and CRM. All modules of Vorex offer core functions and features that include system access, data import/export, live support, iPhone and iPad capabilities, data backup, and reports and KPIs.\n\n\nThe pricing is based on the number of users and is available for a monthly subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fb5d0cd4-568a-493a-a84e-fdca34709b1d.png","url":"https://www.softwareadvice.co.uk/software/429103/vorex","@type":"ListItem"},{"name":"Deltek Vantagepoint","position":12,"description":"Deltek Vantagepoint is a solution that helps your people manage your projects from start to finish. Vantagepoint is built specifically for professional services firms to improve productivity, boost collaboration, and increase profitability. The platform allows you to control all project information in one place from pursuit to proposal, through project planning and financial management. Key features include financial reporting, billing, key performance indicators (KPIs), project planning, customer relationship management (CRM), resource management, progress tracking and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9b16f652-f738-45a1-b173-b04ba4d590e8.png","url":"https://www.softwareadvice.co.uk/software/186514/deltekvantagepoint","@type":"ListItem"},{"name":"PSOhub","position":13,"description":"PSOhub is PSA software and work management platform purpose-built for professional services organizations. IT firms, management consultancies, marketing agencies, and financial services teams use it to run the full delivery cycle from quote to invoice, without switching between systems.\n\nPSOhub was built by a founding team with over 30 years of combined experience in professional services. That background shows in how the product is structured: it follows the natural flow of project-based work rather than forcing service businesses to adapt to a generic tool.\n\nFrom quote to project\nA quote is accepted, a project is created, tasks are assigned, resources are scheduled, time and expenses are tracked, and an invoice goes out. Every step connects to the next, and every piece of data stays in one system. Project managers get real-time visibility into task progress, budget burn, and margin at every stage of delivery.\n\nResource and capacity planning\nOperations leaders and project managers see confirmed availability, active workload, and pipeline demand in a single view. The AI scheduling layer automatically assigns and reschedules resources based on required skills, live capacity, and current utilization. When a team member hits 100% utilization, the system proactively flags it and suggests redistributing tasks. High utilization rates without missed deadlines used to require constant manual oversight. PSOhub handles this largely on its own.\n\nTime and expense tracking\nFixed-fee, time and material, or retainer: hours and expenses log against the correct scope automatically. Invoices generate from project data without a manual reconciliation step.\n\nAI project and risk management\nThe AI Copilot generates a complete project plan including financials, team assignment, and timeline in around 10 seconds, drawing on the organization's own historical project data rather than generic benchmarks. It monitors margins continuously and detects scope creep early, flagging situations beyond simple budget variance, such as a senior consultant logging hours on a junior task, and producing a risk assessment with concrete recommended actions.\n\nHubSpot integration\nFor organizations running HubSpot as their CRM, PSOhub offers a native two-way integration. A closed HubSpot deal becomes a project automatically, with scope and billing terms intact. Time logged against the project flows back to HubSpot, keeping sales and delivery aligned throughout the client lifecycle.\n\nTrusted worldwide, built for scale\nTrusted by organizations across 40+ countries. Teams of 10 to 50 benefit from reduced tool sprawl, faster invoicing, and planning that no longer depends on one key person. Mid-market and enterprise organizations of 50 to 1,000+ benefit from consolidated margin reporting, multi-currency billing, compliance-ready audit trails, and ERP integrations including SAP Business One.\n\nCore capabilities\n- Quoting and contract management\n- Project management: task management, Gantt charts, real-time budget and margin tracking\n- Resource and capacity planning with AI-powered scheduling and utilization management\n- Time and expense tracking connected directly to project budgets\n- Invoicing with flexible billing models, generated from project data\n- PSA software: utilization reporting, revenue recognition, audit trail\n- AI Copilot: project plan generation, margin monitoring, scope creep detection, risk assessment\n- Native HubSpot CRM integration\n- Integrations: SAP Business One, QuickBooks, Xero, Salesforce, REST API","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/977e1159-dd89-409b-866e-d6039de537d5.png","url":"https://www.softwareadvice.co.uk/software/336385/psohub","@type":"ListItem"},{"name":"Klient PSA","position":14,"description":"Klient is the only PSA software that offers professional services recipes to help you improve your business. We have years of experience in the industry and know what it takes to be successful. With our recipes, you can streamline your processes, increase efficiency, and boost profits.\n\nKlient PSA was designed with you in mind. We offer project framework specifically tailored for professional services organizations, so you can improve your business and get more work done. You’ll be able to see an immediate improvement in your business with just a little bit of effort. And if you need help implementing them, we’re here for you every step of the way\n\n* Establish a repeatable methodology to deliver quality projects.\n* Improve your project structure to accelerate your delivery team\n* Let your project templates become your recipe for success\n* Adjust your timeline and compare it to the baseline\n* Anticipate Issues & Risks that can affect margin and profitability","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/40c6ee9b-5310-4657-9c25-1120d852c93c.png","url":"https://www.softwareadvice.co.uk/software/360459/krow","@type":"ListItem"},{"name":"Q360","position":15,"description":"Q360 is an enterprise resource planning (ERP) solution designed to help businesses manage accounting, job costing, dispatch, inventory and project tracking, among other processes from within a unified platform. Managers can gain insight into gross margin, remaining hours, profitability and completion percentages across tasks in real-time.\n\nKey features of Q360 include document management, commission reporting, email notifications and inspection scheduling. It allows businesses to streamline time, expense and billing operations, track marketing campaigns, create organizational charts and audit sales activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9cd00021-f76d-4b49-af0b-30b6cf80b9eb.png","url":"https://www.softwareadvice.co.uk/software/329128/q360","@type":"ListItem"},{"name":"Gripp","position":16,"description":"With over 14.000 daily users and 2000+ client, Gripp is one of many Business Software companies in the Benelux. Gripp aims mainly on business service providers and agencies and helps them with operational and administrative challenges. Gripp has a money back guarantee and strives for 100% customer satisfaction. In the software you can find solutions such as CRM, time tracking, quotations, invoices, planning, reporting and project administration.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/04d18f02-e7d3-4bf1-9fc4-9dd8dc871f65.png","url":"https://www.softwareadvice.co.uk/software/236146/gripp","@type":"ListItem"},{"name":"Planview ChangePoint","position":17,"description":"Planview Changepoint is an end-to-end professional services automation solution for services-first businesses to streamline quote-to-cash and drive profitability. \n\nThe solution enables PSOs and ESOs to manage the entire customer project lifecycle. Key capabilities include quote-to-cash project lifecycle management, contract definition, forecasting, project budgeting, configurable workflows, project management, task management, skills and expertise-based views, dynamic Gantt charts, revenue recognition, time and expense management, multi-currency and taxation, and interactive dashboards.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7af717d9-1323-4f00-878a-cc32edcb92aa.png","url":"https://www.softwareadvice.co.uk/software/334762/planview-changepoint","@type":"ListItem"},{"name":"atimeüs","position":18,"description":"atimeüs is a cloud-based ERP / PSA software specifically made for IT services, software engineering, and consulting businesses. Working on a flexible, collaborative and intuitive product is the guarantee of saving time to invest in your business development.\n\natimeüs is an ERP of operational management that will allow you to control the daily activity produced on the basis of reliable data such as timesheets, portfolio of projects, dashboards & reporting, employee follow-up, forecasting and availabilities, monthly closing and valuation of production, invoicing, purchase control and opportunities.\n\nIn SaaS mode, take advantage of atimeüs right away, and thanks to its APIs, keep complete control over your data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/317b1ded-134e-49bf-b4ab-976ab202748f.png","url":"https://www.softwareadvice.co.uk/software/357655/atimeus","@type":"ListItem"},{"name":"COR","position":19,"description":"COR is a cloud-based project management tool suitable for small to midsize companies in a variety of industries. It offers modules for project management and collaboration, a client panel, invoice and quote management tools and reporting.\n\n\nCOR’s collaboration module allows users to create projects and tasks, assign deadlines, track hours worked and share relevant files. Task templates can be customized based on previous projects, and users can automatically assign tasks with configurable event triggers. The client panel lets users share progress and reports for ongoing projects.\n\n\nUsers can send customized quotes to clients based on historical project data. Quotes can include estimates for worked hours, recurring fees, taxes and attached files. Invoicing can also be handled using COR. Other features include workflow automation, reporting tools, password management and integrations with Google Apps, Slack and Dropbox.\n\n\nPricing is per user per month. Email and phone support are available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/eba9f018-9c00-4400-a398-ab31e161d792.png","url":"https://www.softwareadvice.co.uk/software/338153/cor","@type":"ListItem"},{"name":"Ormandy","position":20,"description":"For over 40 years, Ormandy has provided intuitive software and excellent customer service. At Ormandy, our clients are our partners; backed by our expert team for implementation, training, and ongoing support, your business can be ready for the growth you want to achieve!\nThe Ormandy Software Suite is engineered to meet the complex and diverse needs of equipment sales & service operations. From point-of-sale to financial management, Ormandy FrontLine empowers you to smoothly navigate every step. \nAvailable for Apple and Android devices, Ormandy Mobile Connect allows your techs to receive notifications and update job status and service tickets in real-time. Mobile Connect enhances internal communication and technician productivity.\nOrmandy Sales Drive provides your sales team with on-the-go access to key CRM features. Track prospect opportunities and progress, create and edit activities, and maintain notes and history from anywhere.\nOrmandy Customer Portal provides a self-service option that’s easy to use and fosters customer loyalty. Customer Portal shortens the collection cycle, reduces employee workload, and improves customer experience.\nBy identifying patterns that might otherwise go unnoticed, Ormandy Insight prepares you to make better-informed, more profitable decisions. Insight provides real-time data analytics with graphic visualizations and KPIs so you’re always in the know.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f720d50b-2cf3-4708-bb57-1f9bf7407c54.png","url":"https://www.softwareadvice.co.uk/software/144676/ormandy","@type":"ListItem"},{"name":"iBE.net","position":21,"description":"iBE.net is an all-in-one system designed to streamline business management for professional services. From project tracking and client billing to HR, compliance, and analytics, iBE centralizes operations into a single, intuitive platform-helping organizations boost efficiency, cut costs, and scale with confidence. \n\nIt provide accelerated cash flow with automated Time, Expense & Billing, enhanced project delivery consistency with unified CRM–Project–Profitability, Improved utilization through advanced resource planning, enhanced operational excellence and visibility with Real-time dashboards & analytics, stronger governance via configurable workflows, lower admin load with integrated HR & access controls.\n\nKey Features:\n\n➡ Centralized client, project, and financial management\n➡ Role-based access for secure data sharing\n➡ Automated workflows across departments\n➡ Real-time dashboards & reporting\n➡ Integrated HR, CRM, and Finance modules\n➡ Scalability to support business growth\n\niBE.net will transfer existing data into the system during implementation and provides role-specific training.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/54d579aa-653f-4ffe-bb7e-cb9a19e4fca5.png","url":"https://www.softwareadvice.co.uk/software/3493/ibe","@type":"ListItem"},{"name":"Aldoa","position":22,"description":"Aldoa is the #1 project management software purpose-built for environmental consulting and engineering firms. \n\nFrom proposal to invoice, the platform consolidates the entire workflow - helping teams deliver quality projects on time and within budget.\n\nAldoa provides project management, financial management, and field data management tools to help teams streamline their operations, save administrative time, and get paid faster.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d7e52367-5861-4bb5-87e0-402f1f06ee43.png","url":"https://www.softwareadvice.co.uk/software/511485/Aldoa","@type":"ListItem"},{"name":"Heeros PSA","position":23,"description":"Heeros PSA allows users to deliver on time and on budget by managing their business seamlessly and more efficiently with Heeros PSA.  All-in-one professional service automation software makes life simpler and helps their business bloom.\n\nUsers can manage and track all the key business functions: sales, projects, finances, billable hours, resource utilization, team productivity and business profitability. Everything happens on one unified platform so that users don't need to invest in tens of applications or service providers. \n\nHeeros PSA is a perfect fit especially from mid to larger sized companies providing professional services, so for example marketing agencies, consulting firms etc.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fa4920b3-b07b-4878-adb6-900185d884e0.jpeg","url":"https://www.softwareadvice.co.uk/software/382823/heeros-psa","@type":"ListItem"},{"name":"Pie","position":24,"description":"Pie is a project management solution designed to help businesses streamline data visualization, process management and compliance tracking operations. It enables employees to engage with clients, track projects’ progress and generate custom reports via a unified platform.\n\nPie allows users to automate recurring processes for better execution and make strategic decisions. It offers a host of features such as an activity dashboard, collaboration, role-based permission, process modeling, audit trail, project templates and more.\n\nPricing is available on a monthly subscription and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/361fc35e-de26-4e0f-bb6e-0c07d4cf27f5.png","url":"https://www.softwareadvice.co.uk/software/332262/pie","@type":"ListItem"},{"name":"OneDesk","position":25,"description":"OneDesk software combines project management and helpdesk in a single application. OneDesk provides an easy-to-use, yet feature-rich software that helps businesses manage both ticketing and task workflows in one place. OneDesk is designed for both small and medium-sized businesses (SMBs).\n\nWith OneDesk's cloud platform, there's no need to purchase, learn, integrate, and switch between several tools to get your work done. Teams can enable a variety of workflows for tasks and tickets that would not be possible with standalone solutions.\n\nHelpdesk features include ticketing, email workflow, live chat, client portal, knowledge-base, customizable ticket forms, automation, and much more. With OneDesk, organizations can automate much of their workflows including automatic triage, replies, grooming, notifications, assignments, teams and more.\n\nProject management features enables employees to view both traditional and agile methods, status boards, Gantt charts, task timers, timesheets, reporting, real-time chat and collaboration and much more.\n\nAt OneDesk, all features are included in all the plans, making pricing clear, simple and fair.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6edf6698-fb62-42e5-9a82-b08719ed6af1.png","url":"https://www.softwareadvice.co.uk/software/202606/onedesk","@type":"ListItem"}],"numberOfItems":25}
</script>