Overview of professional services automation (PSA) software

PSA solutions cater to professional services, i.e. those who sell their time and expertise through project-based work. It's crucial that you maximize billable time and ensure strong margins at your firm, or you won't survive long. A trusted way to standardize your project delivery and firm operations is to adopt a PSA tool - which will typically automate your:

• Time tracking
• Expenses
• Resourcing
• Quoting
• Invoicing
• Reporting

A good PSA solution will also integrate with your accounting system (for example, QuickBooks Online, Xero), your CRM (for example, Salesforce, HubSpot), and your HRIS (for example, Employment Hero).

This eliminates huge amounts of admin time, so that your expert consultants can focus on the work they do best. PSA tools are generally Software-as-a-Service (SaaS) platforms, available on a subscription basis.

View our full article on PSA software here: What is professional services automation (PSA) software?

The top 10 professional services management software options in August 2025

Different PSA tools serve different audiences - for example, some focus on creative agencies, some on architects and engineers, others on government contractors. Part of finding the best software for you is to choose one that's built for your industry.

You also don't want to be paying extra for feature bloat, or, on the other end of the spectrum, find yourself lacking a key feature and needing to pay for an extra software platform to close the gap.

If you're looking for a PSA solution to bring calm to the chaos at your firm - or looking to swap from an existing PSA platform that just isn't solving all your problems - then you've come to the right place. Here, we list the top 10 professional services automation (PSA) tools in August 2025.

1. Projectworks
2. Certinia PS Cloud
3. Kantata
4. BigTime
5. Rocketlane
6. Autotask PSA by Datto
7. Scoro
8. Accelo
9. BQE CORE
10. WorkflowMax

1. Projectworks

Overview

Never give away time, work or margin again.

Our cloud-based software automates time-tracking, invoicing, resourcing, forecasting, and reporting, getting experts out of the project weeds so they can focus on solving the world's biggest problems, one profitable project at a time.

On average, Projectworks users grow their business by 20% in their first year of use.

Industries served

Projectworks is thoughtfully designed to meet the needs of experts in:

• Architecture
• Engineering
• Management Consulting
• Software Services

Ideal for firms with 10-200+ employees, Projectworks specializes in supporting SMBs to eliminate their admin and scale their profits.

Feature set and functionality

Projectworks is a project intelligence platform - offering the core PSA tools you'll be familiar with, and adding an extra layer of commercial rigour by focusing on project financials.

Project intelligence software means you’re doing more than reporting on the basics. Instead, you’ll have a deep understanding of your project financials - comparing budgets to actuals, forecasting revenue, projecting effort, and predicting margin.

Project intelligence is essential for consulting teams managing - and wanting to maximize - slim margins.

Core PSA tools

• Time tracking
• Expenses
• Resourcing
• Quoting
• Invoicing
• Reporting

Advanced capabilities

• Financial forecasting
• Projected margin
• Custom reporting

Unique strengths

• Deep Xero integration, rated 4.9 stars on the Xero App Store
• Knowledgeable team with 150+ years of consulting experience
• Strong financial reporting and forecasting
• 5-star support

View all features

Integrations & Ecosystem

Native Integrations

• Xero
• QuickBooks Online
• MYOB
• Salesforce
• HubSpot
• Employment Hero
• 12d Synergy
• JIRA
• Azure DevOps
• Zapier

APIs & Extensibility

• Direct Data Connection
• API

Pricing & Plans

Pricing Model

6 out of these top 10 PSA solutions don’t share their pricing. Projectworks offers a transparent subscription, based on a per-user model.

• Build: USD$19/NZD$39/AUD$39 per user per month
• Scale: USD$27/NZD$47/AUD$47 per user per month
• Unleash: USD$45/NZD$55/AUD$55 per user per month

Learn more about flexible pricing

Cost Breakdown

There is one additional onboarding charge, from $1,000. There are no additional fees or hidden costs during the subscription.

Trial Availability

Yes, a 21-day free trial is available.

Support & Training

Projectworks onboarding is structured, with training by role and supported data migration. Projectworks support is routinely praised by customers.

“The onboarding experience was exceptional - Arisha, our onboarding contact, was fantastic. She was consistently responsive, incredibly helpful, and made the transition process seamless. The overall onboarding process is one of the best I’ve come across - thorough, supportive, and tailored to our needs.”

Support Channels

• Email
• AI chat support
• Live training sessions
• Named CSM and two scheduled yearly check-ins available on the Unleash plan
• Knowledge Base

Training Options

• Pre-onboarding checklist
• Data migration by support team
• Admin/Ops training
• Project Manager training
• Pre-go-live check-in
• Projectworks Academy

Market Reputation & Reviews

User Ratings

Projectworks is viewed extremely positively in the PSA market, receiving 36 Badges and being identified as a Momentum Leader on G2 in the Summer 2025 reports.

G2: Rated 4.6/5 stars ⭐⭐⭐⭐⭐

Capterra: Rated 4.6/5 stars ⭐⭐⭐⭐⭐

Customer Feedback‍

“We previously used 2-3 different software platforms to achieve what we can now do using Projectworks alone. We are particularly impressed with the forecasting and resourcing features.” — Andie Dunne, Team Leader - Accounts & Finance, Align Limited

“Projectworks improved our profitability by 5-8% within 2 months of implementation.”— James Davidson, Principal, Rendement

2. Certinia PS Cloud

Overview

Certinia Professional Services Cloud is perfect for professional services agencies already using Salesforce as their CRM. Built on the Salesforce platform, Certinia PS Cloud is best suited to mid-market and enterprise companies (100-1,000+ employees).

Industries served

• Management Consulting
• Software

Feature set and functionality

Certinia PS Cloud offers a solid set of core PSA functions, plus some specific features for creating estimates and collaborating with colleagues and clients.

Core PSA tools

• Time tracking
• Expenses
• Resourcing
• Quoting
• Invoicing
• Reporting

Advanced capabilities

• Financial forecasting
• Services Estimator
• Collaboration

Unique strengths

• For Salesforce users, Certinia is built on this platform, enabling deep integration with the CRM.

See how Certinia PS Cloud and Projectworks compare on G2

Integrations & Ecosystem

Native Integrations

• Google Workspace
• Jira
• Microsoft Outlook
• SAP Concur
• Slack
• Vantage Online
• Workday HCM

APIs & Extensibility

• API

Pricing & Plans

Pricing Model

Certinia pricing is only available on-demand from their sales team. However, Capterra reports that Certinia PS Cloud costs US$150 per user per month, making it one of the more expensive PSA solutions on the market. This is in addition to the fees you will pay to implement and run Salesforce.

Cost Breakdown

Certinia does not advertise their onboarding costs, which would be in addition to the above pricing model. Remember that you will also pay to run Salesforce alongside PS Cloud.

Trial Availability

No, Certinia PS Cloud does not offer a free trial.

Support & Training

Support Channels

• Phone
• Community forums
• Named Technical Lead and Roadmap sessions on the Elite plan

Training Options

• Unknown

Market Reputation & Reviews

User Ratings

Certinia PS Cloud has been well-received by Salesforce users, averaging ~4/5 stars on both G2 and Capterra.

G2: Rated 4.3/5 stars ⭐⭐⭐⭐

Capterra: Rated 4/5 stars ⭐⭐⭐⭐

Customer Feedback

"[What] I like best about Certinia PS Cloud is how easy it is to configure and use, thanks to its native integration with the Salesforce platform. You get the full power of Salesforce capabilities, and most tasks can be completed with just a few clicks through its clean, user-friendly interface."

"One common dislike about Certinia PS Cloud is its complexity and steep learning curve, especially for new users. The system is highly configurable, which is powerful—but it can also make setup, customization, and troubleshooting time-consuming."

3. Kantata

Overview

The result of a merger between Mavenlink and Kimble, Kantata is a PSA tool focused on mid-large firms, from 50-5,000+ employees. Built as two versions (OX, formerly Mavenlink, and SX, formerly Kimble), the SX version of Kantata operates on Salesforce.

Industries served

• Marketing and Creative Agencies
• Software
• Management Consulting

Feature set and functionality

Kantata addresses core PSA functions while introducing AI features.

Core PSA tools

• Time tracking
• Expenses
• Resourcing
• Invoicing
• Reporting

Advanced capabilities

• Kantata AI
• Financial forecasting
• Collaboration

Unique strengths

• Kantata AI optimizes resourcing and improves forecasts.

See how Kantata and Projectworks compare on G2

Integrations & Ecosystem

Native Integrations

• Over 1200 pre-built connectors - details available from the Kantata Sales team

APIs & Extensibility

• API

Pricing & Plans

Pricing Model

Kantata pricing is only available on-demand from their sales team. You will pay additional fees to implement and run Salesforce if you choose to run Kantata SX.

Cost Breakdown

The cost of onboarding services is not shared.

Trial Availability

No, Kantata does not offer a free trial.

Support & Training

Support Channels

• Support portal
• Knowledge Base
• Community forum

Training Options

• Onboarding services
• Value and success engineering
• Training portal

Market Reputation & Reviews

User Ratings

Kantata enjoys a positive reputation in the market, with most reviews provided by mid-size companies (50-1,000 employees).

G2: Rated 4.2/5 stars ⭐⭐⭐⭐

Capterra: Rated 4.2/5 stars ⭐⭐⭐⭐

Customer Feedback

"The best thing about Kantata is how it combines project management, resource planning, and finances all in one platform. You can track everything—from budgets to timelines to resource availability—without jumping between different tools. It gives you a real-time view of how everything is going, which makes it way easier to spot issues before they blow up."

"While Kantata CAN do a lot, it takes significant time and investment to get the most out of your experience. Elements like the resourcing center have the potential to be so useful but require too much upfront to be practically implemented."

4. BigTime

Overview

Founded in 2002, BigTime serves a wide range of industries and provides broad PSA functionality, including time and expense tracking, resourcing, invoicing, and reporting.

Industries served

• Accounting
• Architecture
• Management Consulting
• Engineering
• Government Contracting
• Software Services

Feature set and functionality

BigTime addresses key PSA functionality for a broad audience and offers some AI features. However, some key PSA features, like resourcing and budgeting, are only available on their most expensive, Premier tier.

Core PSA tools

• Time tracking
• Expenses
• Resourcing
• Quoting
• Invoicing
• Reporting

Advanced capabilities

• BigTime Services CPQ
• BigTime AI

Unique strengths

• BigTime AI improves resourcing and reporting. An AI Assistant and Data Hub are also available.

See how BigTime and Projectworks compare on G2

Integrations & Ecosystem

Native Integrations

• QuickBooks
• Salesforce
• Lacerte
• Jira
• Sage
• HubSpot
• BambooHR
• Zapier

APIs & Extensibility

• API

Pricing & Plans

Pricing Model

BigTime is offered on a subscription-based, per-user model.

• Essentials: USD$20 per user per month
• Advanced: USD$35 per user per month
• Premier: USD$45 per user per month (resourcing and project budgeting, among other key features, are only available on this most expensive tier)
• Foresight Connect: Unknown

Cost Breakdown

Onboarding fees are unknown. You must purchase additional products to complete the product suite: BigTime Projector, for project accounting, advanced resource scheduling, and BI analytics and reporting; and Foresight Connect, which provides you with project profitability and utilization forecasts, leave management, and more at an unknown cost.

Trial Availability

Yes, a free trial is available. The length of the BigTime free trial is unknown.

Support & Training

Support Channels

• Email
• Knowledge Base

Training Options

• Training calls
• BigTime Academy

Market Reputation & Reviews

User Ratings

BigTime enjoys positive feedback across a range of industries, with most reviews coming from small companies (<50 employees).

G2: Rated 4.5/5 stars ⭐⭐⭐⭐⭐

Capterra: Rated 4.6/5 stars ⭐⭐⭐⭐⭐

Customer Feedback

BigTime is compatible with QuickBooks but not 100%. There is still a lot of work to be done in that area. When we first launched BigTime, this was a significant issue creating a difficult learning curve. I understand however that working with a massive company like Intuit to develop a software like this can be difficult and time consuming. It's a work in progress.

"A few times in the past it has been hard to get the support that we needed for technical issues. Lately support has been great."

5. Rocketlane

Overview

A relatively new solution on the market, founded in India in 2020, Rocketlane grew from being a customer onboarding platform to include PSA features. They don't directly cater to architects or engineers, choosing to focus instead on marketing and software professionals.

Industries served

• Marketing and Creative Agencies
• Software

Feature set and functionality

BigTime tackles key PSA functionality but sometimes has some surprising omissions - for example, the platform just recently added Expenses in July 2025.

Core PSA tools

• Time tracking
• Expenses
• Resourcing
• Quoting
• Invoicing
• Reporting

Advanced capabilities

• Business IQ

Unique strengths

• AI Fills (summarize meetings, write documentation and client emails)

See how Rocketlane and Projectworks compare on G2

Integrations & Ecosystem

Native Integrations

• Slack
• Salesforce
• Jira
• Workato
• HubSpot
• Google Calendar
• Outlook Calendar
• Zapier

APIs & Extensibility

• API (Standard plan and above)

Pricing & Plans

Pricing Model

Rocketlane is offered on a subscription-based, per-user model, becoming one of the more expensive solutions on the market once you move into the Premium and Enterprise plans.

• Essential: USD$29 per user per month‍
• Standard: USD$59 per user per month‍
• Premium: USD$79 per user per month‍
• Enterprise: USD$99 per user per month

Cost Breakdown

You will pay an additional fee for an implementation package. Once up and running, you can purchase premium support on top of your plan.

In terms of add-on features, you can add AI Fills, which will write meeting notes and client updates, to your current plan at $29/user/month.

Trial Availability

Yes, a 14-day free trial is available.

Support & Training

Support Channels

• Email
• Chat
• Knowledge Base
• Submit a Ticket

Training Options

• Rocketlane Academy

Market Reputation & Reviews

User Ratings

Rocketlane has a strong reputation on both G2 and Capterra. Most reviews come from mid-market companies, with 50-1,000 employees.

G2: Rated 4.7/5 stars ⭐⭐⭐⭐⭐

Capterra: Rated 4.7/5 stars ⭐⭐⭐⭐⭐

Customer Feedback

My overall experience with Rocketlane has been very positive. It’s a solid platform that keeps teams aligned and projects on track, especially in customer onboarding or service delivery scenarios. With a few interface refinements and expanded mobile support, it could easily become the go-to solution for any organization managing complex projects or client implementations

Rocketlane still feels like it is in the initial development stage for many features that are not thoroughly tested and rolled out prior to meeting standard business objectives. While new and expanded features are on the roadmap, it still appears to be lacking very basic features that other PSA tools have.

6. Autotask PSA by Datto

Overview

Automate and manage projects across every aspect of your Managed Services Provider (MSP) firm with Autotask PSA by Datto. Focusing on the software industry, Autotask allows IT Services firms to manage their service desk and automate their back office.

Industries served

• Software

Feature set and functionality

Autotask serves software professionals, so it fulfils the typical PSA functions but also offers a powerful Service Desk.

Core PSA tools

• Time tracking
• Expenses
• Resourcing
• Quoting
• Invoicing
• Reporting‍

Advanced capabilities

• ‍CRM (although if you already use a standalone CRM, like Salesforce or HubSpot, this may be an unnecessary feature)
• Service Desk
• Document Manager
• Inventory and Procurement

Unique strengths

• ‍Integrates with the Datto RMM (Remote Monitoring and Management) tool, useful for MSPs and IT teams.

See how Autotask and Projectworks compare on G2

Integrations & Ecosystem

Native Integrations

• Autotask claims 250+ third-party integrations, and does not specify its native integrations.

APIs & Extensibility

• API

Pricing & Plans

Pricing Model

Autotask PSA pricing is only available on-demand from their sales team.

Cost Breakdown

The cost of onboarding services is not shared.

Trial Availability

No, Autotask PSA does not offer a free trial.

Support & Training

Support Channels

• Chat
• Phone
• Submit a Ticket
• Community forum

Training Options

• Unknown
• You can purchase an additional Autotask PSA Growth Package.

Market Reputation & Reviews

User Ratings

Autotask is overwhelmingly reviewed by IT and Software Services providers, and has a strong reputation in this industry.

G2: Rated 4.3/5 stars ⭐⭐⭐⭐

Capterra: Rated 4.3/5 stars ⭐⭐⭐⭐

Customer Feedback

The ability to manage communication to and from clients all within a ticket is a great way to streamline everything under one application. I Highly recommend Autotask for any MSP use.

The interface is dated and the reporting functionality is powerful but unnecessarily complex.

7. Scoro

Overview

Founded in Estonia in 2013, Scoro is a comprehensive PSA platform which encourages you to purchase its more expensive plans to access basic features.

Industries served

• Management Consulting
• Marketing and Creative Agencies
• Event Management
• Architecture
• Engineering
• Software

Feature set and functionality

Scoro is a solid PSA solution, although timesheets are restricted to their most expensive “Performance” plan. Their Xero and QuickBooks integrations also lack expense export and auto-sync.

Core PSA tools

• ‍Time tracking
• Expenses
• Resourcing
• Quoting
• Invoicing
• Reporting

Advanced capabilities

• ‍Collaboration
• CRM (although if you already use a standalone CRM, like Salesforce or HubSpot, this may be an unnecessary feature)

Unique strengths

• ‍Scoro’s AI-powered smart companion, ELI, helps you discover business insights.

See how Scoro and Projectworks compare on G2

Integrations & Ecosystem

Native Integrations

• Sage Intacct
• Xero
• QuickBooks Online
• Exact Online
• Expensify
• Stripe
• HubSpot
• Salesforce
• Finbite
• Microsoft Exchange
• BambooHr
• Google Calendar
• iCal Calendar
• Slack
• Jira
• Memtime
• FTP
• Google Drive, Docs, Slides, Sheets
• Dropbox
• Zapier

APIs & Extensibility

• API

Pricing & Plans

Pricing Model

Scoro is offered on a subscription-based, per-user model. Timesheets are only available on the Performance plan, and company budgets and forecasts, and the WIP report, are only available on the Enterprise plan.

• Core: USD$23.90 per user per month
• Growth: USD$38.90 per user per month
• Performance: USD$58.90 per user per month
• Enterprise: Custom pricing

Cost Breakdown

You are required to purchase an additional onboarding package if you would like onboarding support from a Scoro staff member, or have more than 15 people on your plan.

Trial Availability

Yes, a 14-day free trial is available.

Support & Training

Support Channels

• Email
• Phone
• Help Center

Training Options

• Business mapping
• Consultations
• Site configuration
• Training sessions

Market Reputation & Reviews

User Ratings

Scoro is viewed positively in the market, with most G2 reviews coming from small marketing agencies.

G2: Rated 4.5/5 stars ⭐⭐⭐⭐⭐

Capterra: Rated 4.6/5 stars ⭐⭐⭐⭐⭐

Customer Feedback

We’ve been using Scoro mainly for project management, tracking estimated vs. actual hours, budgets and planning team workload. It’s been really helpful having everything in one place and it definitely makes it easier to keep track of what’s going on.

What I don’t like about Scoro is that it is sometimes slow, particularly when opening a project with a lot of details. This has on one or the other occasion affected the efficiency of the team as we have to wait for a longer time to get the required data. Furthermore, it is necessary to add that reporting features could be more customizable. Though the customer support is helpful, such problems are irritating and can sometimes interfere with our operations.

8. Accelo

Overview

Accelo allows you to manage your projects from quote-to-cash, incorporating a CRM for professional services.

Industries served

• Management Consulting
• Marketing and Creative Agencies
• Accounting
• Architecture
• Engineering
• Software

Feature set and functionality

Adopted largely by marketing and software teams, Accelo offers a robust set of PSA features.

Core PSA tools

• ‍Time tracking
• Expenses
• Resourcing
• Quoting
• Invoicing
• Reporting

Advanced capabilities

• ‍CRM (although if you already use a standalone CRM, like Salesforce or HubSpot, this may be an unnecessary feature)

See how Accelo and Projectworks compare on G2

Integrations & Ecosystem

Native Integrations

• Microsoft 365
• Google Workspace
• QuickBooks
• Xero
• Salesforce
• HubSpot
• Mailchimp
• Gusto
• Jira
• N-able
• Kaseya
• Continuum
• Stripe
• PayPal
• Authorize.net
• Expensify
• WordStream
• Zapier

APIs & Extensibility

• API

Pricing & Plans

Pricing Model

Accelo pricing is only available on-demand from their sales team. There are 3 plans available:

• Professional
• Business (includes expenses and time approvals)
• Advanced (includes smart scheduling and utilization)

Cost Breakdown

Implementation must be purchased, through either the “Account Setup” package or “Full Implementation” package.

Trial Availability

No, Accelo does not offer a free trial.

Support & Training

Support Channels

• Email (Standard plan)
• Community Forum (Standard plan)
• Knowledge Base (Standard plan)
• Chat (Premium plan)
• Phone (Premium plan)
• Video (Premium plan)

Training Options

• Guided implementation packages (paid)
• Professional Services (paid)

Market Reputation & Reviews

User Ratings

Accelo is positively reviewed, with most feedback on G2 coming from marketing agencies and software services firms with <50 users.

G2: Rated 4.4/5 stars ⭐⭐⭐⭐

Capterra: Rated 4.5/5 stars ⭐⭐⭐⭐⭐

Customer Feedback

Takes a bit to learn, but once you wrap your head around it, the ease of implementation and functionality is great. We use this every day in our agency and it helps us keep track of all of our clients, projects and invoicing.

The user interface can feel cluttered and unintuitive at times, especially for new users. The learning curve is quite steep, and onboarding team members often requires additional training. Some modules feel overly rigid and don’t offer the flexibility needed for unique workflows. Additionally, reporting options, while robust, can be cumbersome to configure unless you’re well-versed in the system.

9. BQE CORE

Overview

One of the oldest PSA platforms on the market, with 30+ years under its belt, BQE CORE is a work management platform focused on architects and engineers

Industries served

• Architecture
• Engineering

Feature set and functionality

BQE CORE offers a comprehensive PSA feature set, including accounting and CRM.

Core PSA tools

• Time tracking
• Expenses
• Resourcing
• Quoting
• Invoicing
• Reporting

Advanced capabilities

• CRM (although if you already use a standalone CRM, like Salesforce or HubSpot, this may be an unnecessary feature)
• Accounting (although if you already use a standalone accounting platform, like QuickBooks or Xero, this may be an unnecessary feature)

See how BQE CORE and Projectworks compare on G2

Integrations & Ecosystem

Native Integrations

• ‍QuickBooks
• Google
• Dropbox
• One Drive
• Xero
• Microsoft BI
• Microsoft 365

APIs & Extensibility

• API

Pricing & Plans

Pricing Model

The price of the “Foundations” plan is only available on request from the BQE sales team.

Cost Breakdown

You can purchase the following ‘add-on’ modules for an undisclosed cost:

• Accounting
• CRM
• HR

Trial Availability

No, BQE CORE does not offer a free trial.

Support & Training

Support Channels

• ‍Email
• Phone
• Submit a Ticket
• Help Center

Training Options

• BQE University
• On-demand training sessions

Market Reputation & Reviews

User Ratings

BQE enjoys a positive reputation, with most reviews on G2 submitted by architecture and engineering firms with <50 employees.

G2: Rated 4.3/5 stars ⭐⭐⭐⭐⭐

Capterra: Rated 4.5/5 stars ⭐⭐⭐⭐⭐

Customer Feedback

It's a comprehensive suite of software, not lacking much. It has a user friendly feel and contains an API.

Currently it causing tremendous problems, Accounting module does not work.

10. WorkflowMax

Overview

A project management tool previously owned by Xero, WorkflowMax was acquired by Bluerock, and underwent a rocky transition during which Bluerock rebuilt the platform from scratch. The resulting job management software has received negative feedback as a result.

Industries served

• Architecture
• Construction
• Creative Agencies
• Engineering
• Management Consulting

Feature set and functionality

WorkflowMax offers a solid range of PSA tools, including:

Core PSA tools

• Time tracking
• Expenses
• Resourcing
• Quoting
• Invoicing
• Reporting

Advanced capabilities

• ‍Document management
• Lead manager
• Collaboration

See how WorkflowMax and Projectworks compare on G2

Integrations & Ecosystem

Native Integrations

• ‍Xero
• Google Drive
• Dropbox
• Box
• HubSpot
• SuiteFiles
• PlanRight
• Vibe CFO
• SyncHub
• TimeSlice
• 12d Synergy
• Dashboard Insights
• EzzyBills
• Airwallex

APIs & Extensibility

• API

Pricing & Plans

Pricing Model

Unlike the other options in this list, WorkflowMax is charged based on overall team size, rather than per user. For example:

• Standard: NZD$97 per month for up to 5 users; NZD$333 per month for up to 50 users (excl. GST)
• Premium: NZD$158 per month for up to 5 users; NZD$394 per month for up to 50 users (excl. GST)
• Advanced: Contact the sales team

Cost Breakdown

For customers on Standard or Premium plans with over 100 users, additional users are charged at $7 per user.

A Lead Manager Add-on - essentially CRM functionality - can be added for $19 per month.

You must pay for the Advanced plan to have guided onboarding and professional implementation.

Trial Availability

Yes, a 14-day free trial is available.

Support & Training

Support Channels

• ‍Chat
• Email
• Help Center

Training Options

• ‍Academy
• Guided onboarding and professional implementation (only available on Advanced plan)

Market Reputation & Reviews

User Ratings

Due to its rocky history, WorkflowMax has the worst reviews of our top 10 solutions.

G2: Rated 3.7/5 stars ⭐⭐⭐⭐⭐

Capterra: Rated 4.3/5 stars ⭐⭐⭐⭐⭐

Customer Feedback

WFM has made it easier for our business to streamline invoicing and keep better track of time on jobs. With all the new updates and features, it can sometimes get a bit tricky to navigate, but the support team are always quick to respond when we raise a ticket.

After very painful months of getting it running, WFM still does not work correctly; when a bug is fixed, it generates other errors. Reports are not reliable, so we have to do double work. They know about all the issues; BlueRock can't fix them. Errors that happened when first launched had to be manually corrected, and some cannot be corrected, therefore, the data is permanently incorrect in the system. We cannot wait for the company to find a different system to get out of it

How do I find the right PSA tool for my firm?

Today’s services organizations must deal with various engagements at once - effectively managing resources, tracking time and expenses, and invoicing work - all while protecting margins and driving customer satisfaction.

The best Professional Services Automation (PSA) software for your firm will be one that:

• serves your specific industry, whether that is architecture, law, construction, or management consulting
• is built by people with professional services experience
• offers core PSA features that eliminate your admin
• has superior customer support
• is deeply connected with the wider business ecosystem, across accounting, CRM, HRIS and more, and...
• is well-regarded in the market.

Software review platforms like G2 and Capterra are useful when researching, but once you have a shortlist, it's best to start engaging with sales teams to book demos and get personalized advice on how their solution will meet your needs. Curious about Projectworks? Our team can help you!