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.

Introducing BlueFolder – Your Ultimate Service Management Solution Unlock the full potential of streamlined service management with BlueFolder, the comprehensive software designed to empower your business. Whether you're a field service provider, maintenance team, or IT support organization, BlueFolder is your go-to solution for optimizing workflows, enhancing customer satisfaction, and boosting efficiency. Key Features: Intuitive Work Order Management Dispatch and Scheduling Customer Relationship Management (CRM) Mobile Accessibility Billing, Invoicing, and Payments Asset/Equipment and Contract Management Customizable Reporting Integration Capabilities Choose BlueFolder and experience the transformation of your service management operations. Elevate customer satisfaction, increase efficiency, and drive success with the power of BlueFolder at your fingertips.

Resource Guru offers a fast and simple way of scheduling, people, equipment, and other resources online. Designed to replace clunky, old scheduling spreadsheets, Resource Guru helps managers get organized fast. The platform covers resource planning, resource scheduling, resource management, staff leave management, reporting, and more. Resource Guru is available for as low as $4.16 per person/month.

Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today.

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.

Don't stress over getting clients' information while you're driving or with another customer. Have clients book themselves based on your availability. The system has advanced booking controllers to make the booking process to be under control. Don't do just scheduling - make scheduling to get you more customers. Once you start adding jobs into the Scheduling Suite tool, you start collecting important data and insights to promote your business and get more quality leads later on. Easily manage your day-to-day scheduling from your phone or tablet. Mobile-friendly, cloud-based application that can be accessed from any device and anywhere. Scheduling Suite is a flexible solution that works great for: auto services, chimney, computer repair, consultant, all types of contractors, financial services, home security, duct cleaning, landscaping, real estate, moving, painting, photography, property management, pressure washing and many others!

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.