Best Professional Services Automation Software

The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.

Merlin Project is the standard for project management in industries such as Architecture & Construction, Media & Agencies, Research & Development, Education and others. For more than 18 years customers in over 160 countries have been using our flexible app to plan, manage & control their small and large projects – no matter whether you're on a Mac or an iPad! Merlin Project is project management with a bit of magic!

FieldAware’s field service management software is designed to serve as the focal point for your daily operations. We expedite tedious processes like scheduling, dispatch, and invoicing to empower your field staff by putting vital project information at their fingertips. It is what we call the FieldAware Field Service Hub, and it is the next step towards operational efficiency. FieldAware’s software is designed to expedite the scheduling process and optimize your field team’s working time. Input their service areas, expertise, and past project information, and our software will automatically optimize the entire team’s schedules at the click of a button. It also sends it to their mobile app in real-time. FieldAware’s field service hub simplifies field service management and puts the focus of our technology where it matters most — in the field. Our robust features and capabilities help your service organization deliver high impact results.

Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. The platform seamlessly fits with existing ecosystems through integrating with ERP, PSA, CRM, HR systems, and more. Dayshape also stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions and ensuring satisfied clients and teams, we're helping our customers build strong organizations and careers for the long term.