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Professional Services Automation Software

Professional Services Automation (PSA) software enables the tracking, planning, management and billing of services provided by independent contractors and services organizations for businesses across Canada. Professional Services Automation applications help to streamline individual projects, prevent loss of revenue and slow billing cycles and manage governance. PSA solutions give an overall view of finances, operations and client relationships, enabling a more efficient organization. Professional Services Automation software is related to Project Management software, Time and Expense software and Workforce Management software. Find the best professional services automation software in Canada for your organization.

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Explore the most reviewed products by our users on the Professional Services Automation Software

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Improve budgeting, project oversight, team communication, task management, resource management, invoicing, and project financials. Learn more about BigTime
BigTime gives your firm the visibility you need to operate more efficiently and maximize profits. 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. With deep integrations across a range of accounting, CRM, and productivity tools, professional service firms can centralize all project data in a single location. Learn more about BigTime

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
NetSuite OpenAir PSA runs all your service delivery and project management processes on a single, real-time platform in the cloud. Learn more about NetSuite OpenAir
From resource management and project management, to time and expense tracking, project accounting, and billing and invoicing, NetSuite OpenAir Professional Services Automation (PSA) software empowers your entire professional services business to gain real-time insights, increase project profitability and maximize billable resource utilization to make informed, data-driven decisions from a single, cloud-based platform. Learn more about NetSuite OpenAir

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Kantata is the future of PSA software, purpose-built to help PS orgs of 50 to 5000+ seamlessly manage the entire project lifecycle. Learn more about Kantata
The Kantata Professional Services Cloud is purpose-built to help organizations with 50 to 5000+ employees unify resource management, project management, financial management, business intelligence and team collaboration all in one solution. Elevate your performance and unlock your potential with better operational execution throughout the entire professional services project lifecycle. Learn more about Kantata

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Rocketlane is a professional services automation software that helps teams hit project goals, shorten time to value & give a 5-star CX. Learn more about Rocketlane
Rocketlane is your one-stop professional services automation software that uniquely replaces your project management, time tracking, resource planning, business intelligence, and collaboration tools. It helps teams hit their project goals, accelerate time to value and deliver a 5-star customer experience. Start your free trial today. Learn more about Rocketlane

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Polaris PSA helps professional services organizations derive hidden efficiencies and profitability across the Quote-to-Cash process. Learn more about Polaris PSA
Polaris PSA helps services organizations derive hidden efficiencies and profitability across the Quote-to-Cash process. From intelligent bid management, real-time project management, AI/ML-powered smart resourcing, and smart project risk analysis to comprehensive billing and revenue workflows, Polaris is the single source of truth for any project-based business. Polaris is designed to scale from 10 - 10000+ users and offers an intuitive, easy-to-use interface that ensures superior user adoption. Learn more about Polaris PSA

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Scoro is the most comprehensive professional service automation solution for professional and creative services. Learn more about Scoro
Scoro is an end-to-end professional service automation solution which allows professional and creative services to control their entire workflow from one place. Scoro provides all the tools you need to fully manage your business: project management, work scheduling & tracking, taskboards & lists, contact database & CRM, quoting and billing, advanced reporting and real-time dashboards. No more shuffling between single-feature tools! Sign up for a 14-day free trial to see for yourself. Learn more about Scoro

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Your automated proposal solution for professional services firms looking to manage resumes, CVs, and case studies more effectively. Learn more about CV Partner
CV Partner is a SaaS tool that helps to automate the process of filtering, tailoring, and formatting CVs, resumes, and case studies, enabling professional services firms to build bid proposals more efficiently. Present in over 35 countries and boasting hundreds of thousands of users, CV Partner has become an integral solution to the tedious and time-consuming data collection process for bid applications. Clients include professional services firms PwC and BDO, global law firm DLA Piper, and leading tech consultancy Capgemini. Learn more about CV Partner

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
The blissfully simple resource management tool that helps busy teams schedule work, balance workloads, and keep projects on track. Learn more about Resource Guru
Resource Guru is the blissfully simple resource management software that helps busy teams keep projects on track. Get a clear view of team availability and time off and find the perfect person for every job. Create schedules at speed, keep workloads realistic, and ensure everyone is aligned on upcoming work. Track your team’s time for insights on forecast and actual hours. Dig deeper with customizable reports on utilization across projects and clients. Try it free for 30 days! Learn more about Resource Guru

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
The #1 business management platform worldwide for companies that sell, service, and support technology. Learn more about ConnectWise PSA
Made for companies that sell, service, and support technology, ConnectWise Manage is the #1 business management platform worldwide. Today, more than 100,000 users rely on ConnectWise Manage to achieve greater accountability, operational efficiency, and profitability. The platform fully integrates business-process automation, help desk and customer service, sales, marketing, project management, cloud services and business analytics that dramatically streamline a company's operations. Learn more about ConnectWise PSA

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Ruddr is the Modern Professional Services Platform built for SMB to mid-market professional services organizations. Learn more about Ruddr
Ruddr is the simplest and most cost-effective Professional Services Automation product in the world. Ruddr is built for SMB to midmarket professional services organizations and we support over 150 worldwide currencies. Ruddr helps you manage clients, projects, budgets, tasks, resource allocations, time, expenses, utilization, invoices, revenue, and many vital Key Performance Indicators. Learn more about Ruddr

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
HaloPSA brings everything an MSP needs into one centralised location. Learn more about HaloPSA
HaloPSA is a single, all-inclusive solution, designed for MSPs and service providers. HaloPSA gives you the power to manage your entire company with powerful out-of-the-box functionality. The platform offers features such as time-tracking and billing, advanced reporting, asset management, remote access, seamless integrations, automation, project management and CRM. Tailored to your requirements with an intuitive UI, you can remedy your client issues with an unlimited PSA solution. Learn more about HaloPSA

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Syncro is the most efficient business platform to run your MSP with a PSA that is fully integrated with the RMM and remote access. Learn more about Syncro
Syncro is the most efficient business platform for running your MSP profitably. Our PSA is integrated with the 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's pricing is refreshingly simple and transparent. Unlimited endpoints, no contracts, no minimums. Onboarding with Syncro is fast and free. Our bulk agent installer can have you up and running right away. Learn more about Syncro

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Made by and for professional services firms, Projectworks is the easiest-to-use product that is still rich in flexibility and insights. Learn more about Projectworks
Projectworks was built for consulting, architecture, and engineering firms. Customers in these industries tell us all the time, "I have never found something that matches so closely how we operate!" Developed by Professional Services, for Professional Services, Projectworks combines resourcing, timesheets, revenue forecasts, and reporting to provide effortless visibility into profitability and enable better decision-making. Better teamwork starts with us! Start your free trial today! Learn more about Projectworks

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Resource planning and forecasting for digital agencies and development studios. Your central command center for improving utilization. Learn more about Parallax
The resource planning and forecasting tool you need to increase utilization. Purpose built for digital agencies and development shops to drive better operations orchestration in weeks - without a lengthy rip-and-replace of your core operational tools. Quickly see your team’s capacity and allocate resources to current and future projects. Maximize your margin by seeing forecasts on project burn rates. Curate a central source of truth for strategic, forward-looking orchestration. Learn more about Parallax

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
N-able N-sight RMM helps to create tickets, tracks time, simplifies billing, and effectively manage your IT business. Learn more about N-sight
N-able N-sight RMM gives you the tools you need to run your IT business or department without bogging you down in the day-to-day. Simplify your ticket workflow by automatically generating tickets for issues you deem critical. Make service delivery and management a breeze with fast ticketing, easy scheduling, and comprehensive billing. Reduce the time you spend on back-office tasks so you can focus on providing outstanding service. Learn more about N-sight

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Runn is a real-time resource management platform with integrated time tracking and powerful forecasting capabilities. Learn more about Runn
Runn is a real-time resource management platform with integrated time tracking and forecasting. Intuitively plan projects and schedule resources across the short and long term. Get a dynamic bird’s-eye view of capacity, workload and availability as you plan. Track project budgets and view forecasts of key metrics. Use Runn’s timesheets to monitor progress and compare plans with actuals. Integrate with Harvest, WorkflowMax, and Clockify. Use the API to connect your favorite tools with Runn. Learn more about Runn

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Asana is the easiest way to organize and manage all of your team's work. See why 11,000+ customers give Asana 4.5 out of 5 stars. Learn more about Asana
Asana is a professional services automation tool that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join more than 135,000 paying organizations and millions of teams across 190 countries who use Asana to get more done. Get started in minutes to try Asana. Learn more about Asana

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Schedule jobs, coordinate teams, track time and track projects, all in one place.
QuickBooks Time is a proud part of the QuickBooks family, seamlessly connecting with leading accounting tools like QuickBooks Online, ADP and more. Easily manage people, projects and payroll, all in one place Learn more about QuickBooks Time

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Create custom and automatic workflows to streamline your team's processes with monday.com's open platform.
The easiest way to boost productivity, monday.com Work OS is the real-time source of truth your team can depend on for all of their everyday processes. No-code automations let you put your team’s workflow on autopilot so that they can focus on meaningful work. Meanwhile, custom alerts, automatic status updates, and project flows will keep your team aligned on priorities so that you never miss your deadlines. Learn more about monday.com

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Canada Local product
An easy invoicing and accounting solution starting at $7.60/mth (first 6 mths). Join 24 million people who've already used FreshBooks.
FreshBooks automates daily accounting activities namely invoice creation, payment acceptance, expenses tracking, billable time tracking and financial reporting. Try it free for 30 days, no credit card required. Learn more about FreshBooks

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Smartsheet is an online work execution platform empowering organizations of all sizes to plan, manage, automate, and report on work.
Smartsheet enables agility via automation - No code required! Create powerful automated workflows with simple rules any business user can create, without a single line of code, complex formulas, or help from IT. Smartsheet is the best way to plan, track, automate, and report on work. Learn more about Smartsheet

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Wrike is a professional services automation software with templates, time tracking, Gantt charts, Kanban boards, reports, and more.
Wrike is a powerful professional services software trusted by 20,000+ companies worldwide. Create a streamlined digital workplace using custom request forms, Kanban boards, Gantt charts, time tracking, real-time updates, and performance reports all in one place that can be shared company-wide. Integrate Wrike with 400+ applications to automate your everyday processes. Customize workflows and reduce the need for emails, meetings, status updates, and more. Delight clients with every project. Learn more about Wrike

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
ClockShark is the leading mobile GPS time tracking & scheduling software for local construction, field service, and contractors.
ClockShark is the leading mobile GPS time tracking and scheduling software built for field service and construction businesses that want a simpler way to track employee time, run payroll, and understand job costs. Over 9,500 companies and 100,000 field service & construction professionals have replaced the hassle of paper timesheets with software that makes it easier to run their business and keeps accountants happy. Don't take our word for it, start a free trial today! Learn more about ClockShark

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
NetSuite PSA helps project-centric businesses around the world to increase revenue, decrease costs, and maximize cash flow.
NetSuite’s Professional Services Automation (PSA) solution provides a comprehensive, end-to-end solution that helps you maximise your services business performance. With NetSuite's PSA solution, you will increase visibility into your professional services organisation, improve resource utilisation, streamline invoicing and billing, elevate on-time project delivery, and drive profitability. Learn more about NetSuite

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software
Hubstaff boosts productivity with time tracking, payroll, and more, ensuring efficient workdays and improved outcomes.
Hubstaff is a premier workforce analytics solution designed for maximizing productivity in remote, hybrid, and in-house teams. Integrating with over 30 apps, it offers time tracking, automated payroll, activity monitoring, GPS, and more, across platforms like Mac, Windows, Linux, iOS, and Android. Aimed at transforming workplace efficiency, Hubstaff has led to a 5% productivity increase, saved the equivalent of 10 personnel, and significantly reduced project costs. With zero downtime and streamlined payroll processes, it enhances operational efficiency, elevates customer value by 30%, and promotes strategic resource allocation. Hubstaff empowers businesses to achieve peak performance without compromising employee satisfaction, proving to be an invaluable tool in driving success and embracing the future of work. Learn more about Hubstaff

Features

  • Client Portal
  • Collaboration Tools
  • CRM Software
  • Document Management Software
  • Quotes/Estimates
  • Resource Management Software
  • Timesheet Management
  • Project Tracking Software
  • Task Management Software