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Professional services automation (PSA) software

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Paymo
Paymo

Paymo

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Scoro
Scoro

Scoro

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Introduction to Professional services automation (PSA) software

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Professional services automation (PSA) is software designed to assist professional firms with project management and resource management. PSA software is likely to be useful for any service-based business that charges for their time.

Many professional services automation (PSA) systems include features to manage the entire client lifecycle from lead management early on in the relationship, through to client projects, to billing, invoicing and collection. An important element of PSA is managing staff timeā€”especially for billable staff. Professional services automation software should include time-tracking, utilisation or workload analysis, and scheduling.

Similar categories

Many systems call themselves "Project management tools" or "Professional services automation" software, often using the terms interchangeably. We categorise "Project management" and PSA in different ways, depending on their features (although some systems will be listed in both categories):

  • Task managementā€”organising internal work, like marketing campaigns or software development. Imagine To Do lists and Kanban boards.
  • Job managementā€”like task management, but for organising jobs for customersā€”so must include billing
  • Project managementā€”organising (internal or customer) projects, including tracking project time and cost. So picture Gantt charts and scheduling.
  • Professional services automation (PSA)ā€”like project management, but for client engagementsā€”so must include client billing

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