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Kantata
Kantata
Kantata puts an end to unpredictable projects so professional services teams always deliver amazing
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.
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Wrike
Wrike
Transform teamwork with seamless collaboration and powerful insights.
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.
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PSOhub
PSOhub
PSA for HubSpot users: Project Management, Time Tracking, Resource Planning & Invoicing
You can effortlessly create independent projects or utilize your preferred CRM for a one-click setup. All project information is instantly accessible, providing a comprehensive overview. Additionally, you can effectively manage your resources through integrated Gantt charts. The platform enables you to delegate tasks, monitor project progress visually, enhance team collaboration, minimize waste, and systematically break down projects into manageable tasks. With PSOhub's Task Manager, you can eliminate the need for spreadsheets by transitioning everything online. Its autonomous time tracking feature ensures more precise client billing while reducing the time spent on timesheets. PSOhub allows you to move beyond assumptions concerning resource allocation. With real-time insights at your fingertips, you can efficiently oversee your team and anticipate upcoming tasks. Furthermore, PSOhub streamlines the invoicing process by automatically inputting necessary data, making it simpler than ever to bill clients and receive payments promptly. This innovative approach not only saves time but also enhances overall efficiency in project management.
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ProjectManager
ProjectManager
Project management software designed for business excellence.
ProjectManager is award-winning project and portfolio management software providing unparalleled control, in-depth project data and comprehensive planning features. Our platform includes advanced scheduling, automated cost and time tracking, risk analysis and resource management, resulting in flawless project and portfolio execution while providing unbeatable insights at every stage. Thousands of users worldwide trust ProjectManager to deliver projects with precision.
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Teamwork.com
Teamwork.com
Streamline projects and resources with intelligent automation today!
Teamwork.com is an AI-powered professional services automation platform built for businesses that need to manage client projects, resources, and financial performance in one place. The platform helps teams move beyond basic work tracking by showing which projects are profitable, which ones are at risk, and where resource decisions need to change. Teamwork.com supports project management, resource planning, capacity forecasting, workload balancing, billable utilization tracking, time tracking, budget management, margin visibility, client communication, approvals, reporting, dashboards, templates, and integrations. Resource management tools help teams see staff availability, forecast demand, assign the right people to the right work, and identify utilization gaps before they affect delivery. Financial tools help businesses monitor real project margins, track every billable hour, stay close to budgets, and spot unprofitable work before it is too late. Client collaboration features centralize communication, approvals, status updates, and project visibility in a workspace shared by the delivery team and the client. TeamworkAI helps teams turn updates into tasks, search and filter information more easily, manage resources, and connect with models such as Claude, ChatGPT, and other AI systems. The platform includes more than 150 integrations across common business tools and ready-made templates for workflows such as client onboarding, campaigns, project planning, and website delivery. Teamwork.com is designed to be implemented quickly, helping teams get up and running in days rather than quarters. Security features include SOC 2 Type 2 certification and protections that keep private customer data from being used to train third-party models.
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Ravetree
Ravetree
Ravetree is the all-in-one platform for managing projects, budgets, time & billing with precision.
Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track.
Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost.
Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools.
With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.
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Productive
Productive
Let AI run busywork, so your best people can focus on what really matters.
Productive serves as a comprehensive business management solution. Its main goal is to provide a modern solution for agencies and professional services companies, where AI handles manual processes, while teams focus on collaboration and optimizing their processes.
Productive's agentic workflows take the busywork out of managing your sales, resources, projects, and finances. On the financial side, Agents catch incomplete timesheets, missing invoice details, and budgets at risk before they hit your bottom line, so you can run tighter without chasing every detail. For staffing, simply describe what a project needs and AI matches skills and availability to surface the right person. They keep projects moving on their own, too, handling follow-ups, flagging what's blocked, and escalating only the decisions that need a human. And when you need answers, just ask for a KPI: Productive pulls from your budgets, resources, projects, and deals at once and gives you a complete, interpreted answer, with a custom-built report.
It all runs from one connected system, so your sales, resourcing, projects, and finances finally work from the same source of truth, with AI making it smarter and faster.
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Beebole
Beebole
Project time tracking & resource planning software with complete visibility into costs and capacity
Beebole is a project time tracking and resource planning platform trusted by 1,000+ companies in 60+ countries. Since 2008, Beebole has helped SMBs and mid-market teams measure where time and money go across projects — combining time tracking, project financial management, resource planning, absence management, task management, and approval workflows in a single platform.
Track time against projects, sub-projects, tasks, and clients via weekly timesheet or start/stop timer. Set billing and cost rates at the person, project, task, or team level. Track expenses against project budgets. Monitor project margins and profitability in real time.
Beebole connects resource planning directly to the timesheet: managers assign work in the planning view, those entries appear pre-populated in each employee's timesheet, and, just like that, deviations between planned and actual are visible in real time.
Configure multi-stage timesheet approval workflows — manager → project lead → finance, in the sequence you define — with quorum settings and a full audit trail.
For ultimate customization, create custom fields on time entries, projects, tasks, and people. There are also hierarchical tags to model your department and team structure with cascading rates, schedules, and approval chains, as well as custom roles with 24+ permission scopes and field-level visibility.
Reports are fully configurable: filter, group by period, visualize with 11 chart types, and schedule for automatic email delivery. Native integrations with Asana, Jira, Linear, QuickBooks, and BambooHR. Beebole's API is available at all plan levels, and starting at the first paid tier, there is SSO via Google Workspace and Microsoft 365.
Available in 10 languages. GDPR- and DCAA-compliant. Beebole offers a free plan for up to 5 users, and paid plans start at $9/seat/month.
Try a 30-day free trial today, no credit card required.
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Scoro
Scoro
Streamline operations, boost profits, and enhance team collaboration!
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.
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ClickTime
ClickTime
AI time tracking that’s effortless for everyone.
Reduce costs, enhance clarity in your projects, and keep your budget in check with ease—thanks to user-friendly timesheets! ClickTime simplifies the process of managing and planning employee hours, enabling you to monitor time from any device, promptly authorize time entries, and utilize dashboards to manage budgets and distribute employee workload. Whether you’re predicting project costs or analyzing previous outcomes, ClickTime provides real-time insights into your operations. Instantly identify which projects are exceeding or falling short of their budgets, gain a clear understanding of team availability, expenses, and overall productivity, and effortlessly manage timesheet approvals, leave requests, and billable hours. This streamlined approach not only saves time but also empowers you to make informed decisions for future projects.
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Forecast
Forecast
Revolutionize project management with seamless collaboration and automation.
Forecast serves as an all-encompassing project and resource management platform that can be customized to incorporate a variety of exceptional features. This tool seamlessly merges project oversight, resource allocation, and team collaboration within a single interface, empowering users to harness AI for the automation of routine administrative duties. It stands out as a robust alternative to traditional point-based project management systems commonly used in professional services firms.
This solution is particularly suited for organizations with over 50 employees, as it provides a cohesive view of the entire project portfolio and resource allocation within a single software environment.
* Generate project proposals that are more accurate and reliable.
* Enhance planning and analysis capabilities through comprehensive Insights and Reporting features.
* Utilize AI to facilitate more informed business decisions.
* Achieve flexible resource management with effective Task and Project Allocations.
* Optimize efficiency through streamlined Time and Task Management processes.
* Access real-time updates on project profitability, including cost, revenue, and profit metrics, allowing for immediate, actionable insights.
With these features, Forecast can significantly elevate the way companies manage their projects and resources.
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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.
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UniPhi
UniPhi
Streamline project management with intuitive tracking and analytics.
UniPhi is an all-in-one Portfolio Tracking Management application that effectively highlights the performance of diverse projects. Its user-friendly interface enables clients, staff, and project owners to easily identify challenges, promote teamwork, and perform predictive analytics through the 'Summary Tools' featured on the dashboard. Utilizing a system of color-coded status indicators, project leaders can quickly distinguish between projects that are on track and those that might encounter difficulties. The platform is fully mobile-friendly and is securely cloud-based, guaranteeing consistent performance. In addition to core functionalities, it includes Budget Management, Milestone Tracking, Time & Expense Tracking, and Resource Management, providing a holistic approach to project oversight. Moreover, the intuitive design of UniPhi significantly improves the overall experience of managing projects, making it a valuable asset for teams. This comprehensive suite of tools empowers organizations to optimize their project management processes efficiently.
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Streamtime
Streamtime
Empower creativity with streamlined project management tools today!
Streamtime Software offers an online project management platform tailored for creative teams. With a dedication to maintaining the spirit of creativity, Streamtime allows teams to manage their administrative responsibilities without the tedious and uninviting processes usually linked to such tasks. The software features a collection of visually appealing, easy-to-use, and helpful tools that support time tracking, project planning, quoting and invoicing, scheduling, and in-depth reporting. By prioritizing workflow enhancement, Streamtime helps teams concentrate more on their creative projects while effectively overseeing their work. This unique approach not only improves productivity but also fosters a more engaging and enjoyable work environment for creative professionals.
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Mosaic
Mosaic
Transform your workflow with AI-driven resource management today!
Mosaic is an innovative solution for resource and workforce management that leverages artificial intelligence to enhance both productivity and profitability. By integrating seamlessly with a variety of financial and project management tools, it effortlessly gathers data to provide insights into team activities and timelines. This software empowers teams to forecast and bill more accurately while optimizing capacity management and workload planning. Mosaic eliminates the need for cumbersome spreadsheets, offering organizations a comprehensive overview of their operations. Take advantage of the opportunity to explore its features with a complimentary 30-day trial and experience the transformation it can bring to your workflow. Don't miss out on enhancing your team's efficiency and effectiveness today!
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MIDAS
Blue Box Technical Services
Streamline bookings effortlessly with our versatile room reservation system.
MIDAS is an efficient and user-friendly room reservation system that provides comprehensive management of bookings and resource allocation. It is a reliable choice for organizations of various scales and industries worldwide. Accessible through any web browser on desktops, laptops, or tablets, it enables users to quickly view scheduled room bookings in a calendar format. Additionally, it facilitates the scheduling of staff and equipment, as well as the sending of reminders, invoices, and booking confirmations to clients. The system allows for public website bookings, significantly reducing the risk of double reservations. With MIDAS, users can manage their booking needs from virtually any location, whether at the office, at home, or while traveling. Its versatility and accessibility make it an invaluable tool for modern businesses.
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OfficeRnD Hybrid
OfficeRnD
Effortlessly manage hybrid workspaces with intuitive booking solutions.
OfficeRnD hybrid serves as an effective workplace management solution designed for organizations navigating the complexities of a hybrid work environment. This software simplifies the process of reserving desks and meeting rooms, overseeing visitor access, and tracking inventory. With a suite of mobile and web applications, it enhances employee engagement and streamlines communication regarding benefits and incentives offered by employers. The platform enables businesses to effortlessly manage and optimize their hybrid office spaces through user-friendly applications. It effortlessly supports both remote and in-office work arrangements. Employees can conveniently view and book desks based on their planned attendance days at the office. Reservations can be made from any location, with real-time updates on desk availability. Users can handle both shared and assigned desks seamlessly, while an interactive floor plan displays live desk status and availability for easy navigation. Finding and reserving the ideal workspace is straightforward from any device, with intelligent room scheduling that automatically issues reminders and notifications to users. This functionality helps ensure that employees are always prepared for their engagements.