List of the Top 21 Professional Services Automation Software for Gmail in 2026

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.

The Planfix platform empowers organizations to oversee their complete business operations online. No matter the size or sector of the company, Planfix serves as an exceptional tool for project and work management. This platform provides your organization with a highly customizable management system, allowing for tailored process designs and visual elements to suit your needs. Combining features such as task and project management, CRM, sales, marketing, production, logistics, support services, accounting, and human resources, Planfix offers a comprehensive solution that integrates various aspects of business operations. Data flows smoothly between teams, ensuring that a transaction at the implementation phase can seamlessly evolve into a project and then be handed over to support. Planfix is ideal for a diverse range of entities, including businesses, non-profit organizations, public associations, and any collective striving towards a mutual goal. With the trust of 7,724 companies, it streamlines business workflows for over 68,000 users, enhancing efficiency and collaboration across the board. The versatility and robustness of the Planfix platform make it a valuable asset for any organization aiming to improve its operational effectiveness.

Wrike is an exceptional work management solution that provides cross-functional teams with comprehensive insight into intricate projects. This cloud-based collaboration tool is relied upon by over 20,000 prominent organizations globally, including renowned companies like Fitbit and Siemens. With an array of award-winning functionalities, Wrike includes features such as dynamic request forms, automated workflows, cross-tagging, custom item types, and integrations with more than 400 applications. Enhance your productivity with Work Intelligence™: our sophisticated communication tool that facilitates voice commands, smart replies, and document processing. Additionally, we provide customized templates designed to help teams initiate Agile projects efficiently while ensuring compliance. In addition to guaranteeing 99.9% uptime, our enterprise-grade security encompasses single sign-on, role-based access control, and continuous data backup. For added assurance, users can utilize the Wrike Lock add-on to maintain complete ownership of their master encryption key. Research shows that Wrike can enhance organizational processes by 40%, streamlining administrative tasks and lowering costs across various sectors. Experience the transformative impact on your team — begin your free two-week trial now and see the difference for yourself.

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

monday AI work platform is an enterprise work management, automation, and AI orchestration platform built to help organizations manage projects, teams, operations, and workflows in a flexible and highly customizable digital workspace. The platform enables businesses to centralize project tracking, operational management, CRM processes, IT service workflows, software development coordination, HR operations, and cross-functional collaboration while leveraging AI-powered agents and automations to reduce manual work and accelerate execution. Features include customizable dashboards, workflow automations, document collaboration, Kanban boards, reporting systems, AI-powered assistants, integration frameworks, permissions management, AI governance controls, real-time activity tracking, and enterprise-grade security and compliance capabilities. monday AI work platform supports both human-driven and AI-assisted work by allowing organizations to create custom AI agents tailored to unique workflows, monitor agent activity, manage AI permissions, control AI-related costs, and maintain data privacy through secure enterprise infrastructure. The platform also includes products such as monday CRM, monday dev, monday service, WorkCanvas, and WorkForms to support specialized business functions across customer relationship management, development workflows, service operations, collaborative planning, and data collection. By combining workflow management, automation, AI integration, collaboration tools, and enterprise governance into a unified platform, monday AI work platform helps organizations scale operations, coordinate teams, and improve execution efficiency across complex business environments.

BigTime is a comprehensive online time and billing platform designed specifically for professionals in various industries. It provides a suite of tools for tracking time and expenses, managing work-in-progress, generating invoices, overseeing tasks, and much more, all integrated into a single system. This cloud-based solution features a user-friendly interface, ensuring ease of use on both desktop and mobile devices while incorporating industry best practices and operational insights. Additionally, BigTime seamlessly connects with leading productivity applications such as Zapier, Lacerte, and Slack to enhance functionality. By facilitating everything from project initiation to client payment processes, BigTime optimizes firm operations with its smart budgeting, project management, and invoicing capabilities, which can be tailored to handle even the most intricate scenarios efficiently. Ultimately, this makes BigTime an indispensable tool for firms aiming to improve their workflow and productivity.

By merging robust project management with seamlessly optimized operations, our platform stands out as the sole solution designed for effective and profitable client project oversight. Ensure timely and budget-friendly delivery of work, reduce client-related confusion, and gain insights into profitability, all within a single platform. Users of Teamwork.com can oversee their projects through a variety of integrated tools, including helpdesk support, collaboration features, knowledge sharing, and customer relationship management add-ons, establishing Teamwork.com as the ultimate all-in-one solution for business leaders. With a trusted user base of over 20,000 companies globally and a dedicated workforce of more than 350 employees, Teamwork.com simplifies project management, enhancing efficiency and impact through our project planning software that integrates seamlessly with the tools you already rely on. Our commitment to delivering a comprehensive suite of features empowers teams to thrive and achieve their goals more effectively than ever before.

Transform your organization into a completely automated enterprise™ with the UiPath Platform, a leading force in digital transformation. By achieving a fully automated enterprise, businesses can build resilience, improve speed and agility, and free employees from mundane tasks through a holistic automation solution. Use insights from your business applications, including ERP and CRM systems, to deeply understand complex operational processes. This comprehension helps identify the most promising automation opportunities and assess their effects. As a state-of-the-art Robotic Process Automation (RPA) and process mining solution, UiPath empowers organizations to optimize their processes, speeding up their transition into digital entities while securing a competitive advantage in AI. With a scalable, extensible, and sustainable architecture, UiPath makes it easy for users to develop visual workflows without needing to write code. Moreover, the platform features comprehensive auditing capabilities, advanced analytical reporting, and customizable dashboards to enhance both user experience and operational control. By embracing UiPath, you can not only boost efficiency but also cultivate a culture of innovation and continuous improvement in your organization. This transformative approach can lead to significant long-term benefits and a stronger market presence.

Birdview PSA offers professional service organizations a comprehensive platform that serves as a single source of truth, enhancing visibility throughout the entire service delivery lifecycle. This unified approach supports informed decision-making, fosters collaboration, and improves synchronization during crucial handoff moments. With robust project management capabilities, resource optimization features, and detailed project accounting tools, Birdview PSA equips organizations with the means to effectively monitor and refine both portfolio and project performance. Additionally, service organizations can leverage its extensive functionalities without enduring an extensive onboarding process or straining their financial resources. The user-friendly interface, coupled with smooth integrations with ERPs, CRMs, and a multitude of other applications, further simplifies the user experience, making it accessible to a wider range of professionals. As a result, organizations can streamline their operations and focus on delivering exceptional service to their clients.

Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time. Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized. Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses. Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.

Celoxis serves as a comprehensive project portfolio management solution that empowers project leaders and organizations to effectively strategize, prioritize tasks, and allocate resources efficiently across various projects and portfolios. It includes functionalities that enhance communication and collaboration among team members, facilitating precise tracking, assessment, and visibility of progress within the project portfolio, all while aligning with the organization’s objectives. By leveraging Celoxis, users can make informed strategic decisions, manage risks effectively, and conduct scenario analyses which contribute to the success of their projects and initiatives. Ultimately, this tool enhances the overall efficiency and effectiveness of project execution.

Focus on what you do best–delivering projects–and let VOGSY take care of the complexities of international expansion. VOGSY is an all-in-one CRM and ERP platform for services businesses. We make it easy to set up new countries, track international projects, and connect local finance packages. Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country.

Acronis Automation is an advanced Professional Services Automation (PSA) tool tailored for Managed Service Providers (MSPs), aimed at enhancing and refining their operational efficiencies. It boasts a range of powerful functionalities including automated billing and invoicing, management of service desks, customer relationship management (CRM) capabilities, project oversight, inventory management, and key performance indicator (KPI) tracking. By integrating seamlessly with Acronis' Remote Monitoring and Management (RMM), cybersecurity solutions, and data protection offerings, it creates a cohesive framework for handling support tickets, streamlining workflows, and evaluating business outcomes. This all-encompassing platform minimizes manual tasks, boosts operational efficiency, and elevates customer satisfaction, allowing MSPs to concentrate on offering outstanding services and fostering growth. As a result, Acronis Automation not only supports the day-to-day functions of MSPs but also empowers them to scale their businesses effectively.

Anchor is specifically designed to address the unique billing needs of service providers, significantly improving efficiency and cutting down on costs, energy usage, and numerous work hours. This accounts receivable automation platform revolutionizes conventional billing practices by fully automating the entire process, turning what was once a laborious task into a seamless experience for both vendors and their customers. In order to create a completely autonomous billing system that effectively completes the cycle without errors, we understood the importance of starting at the agreement phase between a vendor and their client. The crucial element is transforming the engagement letter into a versatile tool that acts as a reliable single source of truth for both parties involved. This innovative strategy eliminates the necessity for you to manage payment details and collections directly, as clients are only required to submit this information a single time. As a result, the overall billing process is greatly simplified, enabling service providers to concentrate on their primary functions while ensuring that payments are made on time and clients remain satisfied. Additionally, this system empowers businesses to enhance their customer relationships, fostering long-term partnerships based on trust and efficiency.

Enhance the efficiency of your coaching enterprise by unifying scattered, cumbersome systems into a cohesive platform. Eliminate tedious back-and-forth communication: With automated scheduling, you can effortlessly display your live availability, while straightforward forms gather essential information and invoices. Redirect your focus from chasing clients to generating income. Instantly generate invoices, set up recurring subscriptions, and create packages that ensure timely payments. Effortless client management is at your fingertips, as Practice’s premier tools enable seamless communication with clients between sessions, all without the need to share your personal contact information. This streamlined approach not only saves you time but also enhances the overall client experience, allowing you to focus on what you do best—coaching.

ITM Platform serves as a comprehensive Project Portfolio Management Software that connects project management directly with strategic objectives. With a seamless integration process that takes only two weeks, it offers a user-friendly experience, ensuring that you and your team can quickly become proficient. This allows your team to efficiently manage their portfolio while aligning with the broader business strategy, equipped with the necessary tools and resources. The software ensures strong oversight of financial aspects—including costs and revenues—across all levels, from portfolio and program to individual projects and tasks. It facilitates the management of both agile and waterfall methodologies, allowing businesses to prioritize critical initiatives and utilize real-time data for company-wide progress reporting. Furthermore, ITM Platform’s capabilities empower organizations to make informed decisions that foster strategic alignment and operational efficiency.

Aysling, referred to as Professional Services Automation, is a comprehensive software tool designed to facilitate the management of your B2B operations, encompassing everything from contracts to cash flow, projects to payments. This user-friendly solution is not only easy to configure and maintain but also provides exceptional support and assistance to its users. Among its features are a Sales CRM, Project Management, Labor Tracking, Subscription Management, and Service Ticketing, making it a versatile option for businesses. Additionally, Aysling integrates seamlessly with various cloud-based services, including Twilio, Zapier, and QuickBooks Online, enhancing its functionality further. By incorporating Aysling into your business processes, you can streamline operations and improve overall efficiency.

Stafiz is a cloud-based platform designed to streamline the management of service operations, staffing, and project invoicing. This innovative software enhances business management and forecasting capabilities significantly. It offers reliable data that is accessible in real-time, providing a tenfold increase in visibility. Users can accurately predict utilization rates and effectively plan for their team's capacity. Additionally, it allows for real-time oversight of financial forecasts and project advancements. By tracking margins, businesses can work towards improving their profitability. Stafiz also aids in identifying potential opportunities and profiling requirements, while seamlessly incorporating these opportunities into the forecasting process. Furthermore, the software enables users to search for profiles based on specific roles, experience, and skills, ensuring that teams are well-equipped for success. This comprehensive approach helps organizations not only manage their resources better but also strategically position themselves for future growth.

Uncover intuitive software designed specifically for consulting firms that streamlines CRM and effortlessly maintains client relationships! With all your connections organized in an easy-to-navigate format, you'll gain insightful perspectives on current projects while improving customer service excellence. Each client interaction is meticulously recorded, enabling you to save valuable time, gather insights, and refine your workflows. Gripp acts as an all-encompassing solution that brings clarity to your operations, whether you need to produce accurate quotes in seconds, oversee project management effectively, or implement robust credit control—every feature is readily accessible with Gripp. Experience the flexibility of working from anywhere, at any time! Gripp guarantees you keep a pulse on your business activities, allowing you to unwind during vacations with peace of mind that everything is under control. Moreover, our outstanding helpdesk is always available to support you; check our support page for a wealth of resources, and don’t hesitate to contact us via email for any further assistance! With Gripp, your path to success is just a click away, and the potential for growth is limitless.

WiseTeam is a comprehensive suite designed for CRM and project management that incorporates contemporary management methodologies including KANBAN, SCRUM, A3, SALESPIPELINE, and ITIL. It allows for real-time planning and tracking of all sales, project-related tasks, and internal activities, ensuring nothing falls through the cracks. The interactive KANBAN board facilitates task delegation, enables prioritization of weekly objectives, and provides a clear view of upcoming workloads for team members. Time tracking for employees is seamless, with each project featuring a summary for straightforward billing. Project planning is simplified, encompassing activities, expected outcomes, and budgeting requirements, while real-time monitoring keeps you informed about project statuses. Furthermore, you can ensure timely delivery of results, adhering to budget constraints and scope specifications. This platform also supports oversight of not just individual projects but the entire portfolio of ongoing initiatives within your organization. Additionally, it consolidates all sales opportunities by allowing you to maintain a centralized repository of potential clients and their representatives. This integration enhances collaboration and efficiency, ultimately driving better project and sales outcomes for your team.

Moxo’s innovative service orchestration platform transforms intricate B2B interactions by providing smooth and efficient experiences. When business processes are disjointed across various departments, clients, vendors, and partners, inefficiencies and risks can emerge. Moxo addresses this issue by integrating workflows, turning disorganized operations into cohesive and cost-efficient solutions that enhance client satisfaction. The Moxo platform accelerates vital processes like client onboarding, document management, and resolving exceptions. As a result, organizations benefit from faster completion times, reduced compliance risks, and outstanding client experiences. With endorsements from leading firms in industries such as financial services, consulting, legal, healthcare, and real estate—including giants like Citibank and BNP Paribas—Moxo is instrumental in orchestrating essential business relationships. This level of trust highlights the platform's effectiveness in optimizing collaboration across various sectors.