Comparison of PSA systems

This article is a comparison of professional services automation (PSA) systems

System	Creator	License	Platform	First Release Date	Features	Integration
10,000ft	Artefact Product Group	SaaS	Web-based application with mobile app for iPhone	2012	Visual Resource Planning and Forecasting; Project Planning; Tasks and Notes; Time and Expense Tracking; Analytics and Reports	Quickbooks; CSV; custom integrations through API
Accelo	Accelo Inc	SaaS	Web-Based	2011	Integrated CRM, Project Management, Client Services & Support Tickets, Time Billing, Invoicing, Schedules & Resource Forecasting, Task Tracking, Client Collaboration.	Google Apps, Microsoft Exchange, Microsoft Office 365, Salesforce, Quickbooks, Xero, Saasu, Yammer, Twitter, Continuum, Kaseya, MaxFocus, Saasu, Campaign_Monitor, MailChimp, JIRA, Stripe
AlertPSA	Vital Business Solutions	On Premises	Windows, On Premises or Cloud Hosted	2002	Designed to meet the operational and business management needs of service organisations and corporate service departments. Multi User, Multi Company, Multi Currency and Multi Language Billings. Management by Projects, Service Quoting and estimating, Resource planning / scheduling, Time recording, Billing Automation, Financial Management and reporting of Sales, Billings, Revenue and Profit. Contribution control and analysis, Helpdesk and Request Management.	QuickBooks, MYOB, Pronto, CSV, Microsoft Office, others on request.
Assistance PSA Suite	Assistance Software	SaaS	Web-based or On Premise with mobile apps	2010	Full Suite with PSA, Vertical Packages, Mobile Apps, full HRM & Accountancy module. Time & expenses, Project Management, Resource Planning & Forecasting and more	Microsoft Dynamics CRM; Google Apps; iOs; Windows Apps; Microsoft Office 365; Compatible with Apple & Windows; Compatible with every Financials Management software program
Atera	Atera	SaaS	Web-based, full mobile compatibility	2012	Designed for MSPs, IT consultants, VARs and IT Support Companies. Remote Monitoring and Management, Monitoring Agents, SNMP Monitoring combined with Helpdesk, Ticket management, Billing, Asset Management, Analytics and Remote Connection/support. The only PSA to also include an RMM & Remote control under the same platform.	Zapier, GoToMeeting
allocPSA	Cyber IT Solutions	Affero General Public License & SaaS	Web-Based	2003	Professional Services Automation (PSA) and Task/Issue tracking, Resources, Customer, Opportunity, Project, and Financial Management. Invoicing and Sales.	Export to CSV
Atollon Lagoon	Atollon	SaaS or On-site	Web-based	2006	Sales & marketing, request tracking, business transactions tracking, resource management, projects delivery, task tracking, time sheet entry, billing automation over to financial profitability reporting. Atollon Lagoon platform is highly configurable to very quickly adopt to user's needs.	Atollon integrates with Google Apps, including Calendar, Tasks and Contacts, as well as MS Exchange and Office 365.
Autotask	Autotask Corporation	SaaS	Web-based	2001	Designed for IT consultants, ITSPs, VARs, MSPs. CRM, Opportunity and Quote Management, Asset Management, Service Desk and Ticketing, Resource Dispatching, Expense/Timesheet Management, Invoicing, Project Management	LogMeIn, N-able, Kaseya, BrightGauge, Cisco, QuickBooks, FreshBooks, Xero, Microsoft Exchange, Continuum, Managed Workplace, SalesForce, LPI, Intronis, Axcient, Kaseya, GFI, Zenith Infotech, CNET, QuoteWerks, Quosal, LabTech Software, Datto, CentraStage, iBiz10, Xerox PagePack, Microsoft Outlook
Cloudbyz ITPM	Cloudbyz	SaaS	Web-based application with mobile app for iPhone	2014	Integrated Project Portfolio Management (PPM), Application Lifecycle Management (ALM) and Application Portfolio Management (APM). Demand Management, Benefits and Costs Tracking, Business Case, Resource Planning and Forecasting; Project Planning; Tasks and Notes; Time and Expense Tracking; Project and Program Management, Risk, Issue and Status report tracking, Business Capability, Business Process, Requirements Management,Change Requests, Release Management, Waterfall SDLC, Agile, Iterative, workflow and approval process, Analytics and Reports	CSV; ERP/SAP/Oracle, custom integrations through API, Outlook, Google Apps
Changepoint	Compuware	SaaS, Buy and Host & On-Premises	Web-Based Mobility solutions for tablets and smartphone devices through multiple browsers	1994[1]	Professional Services Automation (PSA) and Project Portfolio Management (PPM) solutions, including tools for Resource, Customer, Opportunity, Project, and Financial Management.	Salesforce.com[2] CRM SYSTEMS - Microsoft Dynamics, SalesForce, Suger, Sage, Oracle and industry specific systems. FINANCIALS - SAP, Oracle, Sage, Great Plains, Navision, SUN, and other industry standard and industry specific systesm. HR - Workday, Oracle, SAP and others. OTHERS, Concur, RevPro, Microsoft Sharepoint, and other industry specific and generic software systesm.
Clarizen	Clarizen	SaaS	Web-based	2007	Project Management, Professional Services Automation, Social Collaboration, Resource Management, Resource Planning, Workflow Automation, Time Tracking, Issue Management, Budget Management	Salesforce.com, Box.com, Google Drive, Intaact, Intuit Quickbooks, iCal, JIRA, Microsoft Exchange, Microsoft Excel, Microsoft Outlook
CommitCRM	Commit Business Solutions Ltd	Commercial	Windows, Web-Based	2003	PSA for IT Services Providers and MSPs - Service Tickets, Contracts & Billing, SLA, Customer Web Portal, Quoting, Employee & Sub-Contractor Management, Time Tracking, Dispatching & Calendaring, Asset Tracking, Sales Opportunity Management, Statistics, CRM, Knowledge Base, RMM Integration and full API.	QuickBooks, Continuum, GFI MAX, QuoteWerks, Microsoft Outlook, Microsoft Excel among others.
Connectwise	Connectwise.com		Cloud or Self-Hosted	1982	Service Tickets, Contracts, Billing, SLA, Sales Rep Tracking, Customer Web Portal, Quoting, Employee & Sub-Contractor Management, Time Tracking, Dispatching, Asset Tracking, Sales Opportunity Management, Statistics, Automated Reports, and built-in Knowledge Base.	Microsoft Dynamics GP, QuickBooks, QuoteWerks, Sage, Xero, CharTec BDR, eFolder, Zenith, Datto, Intronis, Excel, Cloud Workspace, OS33, ThinkGrid, LabTech, Nilear, Google Docs, VoIP, Kaseya, N-able, DeskDirector [3] and many more.
FAB+	FAB.plus	SaaS	Web based	2015	Core features include Contact Management, Scheduled Alerting, Calendar, Tasks, Case Management, Email, Marketing Campaigns, Project Management, Opportunities. Extended modules provide full Real Estate system for Sales, Lettings and Commercial Property. Invoicing, Property Portal data feeds. Staff Recruitment modules provide Timesheets, Job Vacancy feeds to Job Portals, Candidate Placements, Invoicing. Full Web API allows endless integration opportunities. Full featured integration with XERO Accounting.	FAB API provides endless integration possibilities to integrate with popular platforms, incl SalesForce, SAP, and enables easy customised Mobile App Development. Integrated with Xero.com, hundreds of Property Portals, Job Portals, European Central Bank.
FinancialForce PSA	FinancialForce.com	SaaS	Cloud based application running natively on Force.com	2010	Includes timecards, expenses, project management, resource management, sales collaboration, resource planning, project accounting, mobile and reporting.	FinancialForce Accounting, FinancialForce Apps, Salesforce CRM, Salesforce Apps, via API
HarmonyPSA	Datalogic Solutions Ltd	SaaS \ OnPremises	Web-based	2011	Specifically targeting the technology services sector, includes functionality covering sales campaigns, opportunity management, multi currency and jurisdictional price book modelling, integrated quotes and orders processing, project management, ticketing, assets, customer portal with support for reseller model, timesheets and Expenses, straight through billing automation will support for volume charge and recurring contracts, rich contract management module, journal level accounting rules engine and deferred revenue management, purchase order processing, online data analysis with pivot tables	Any accounting system, email parsing for tickets and CRM, excel exports and imports, iCal interface for Outlook\Google Apps etc., 2 Factor Authentication, SharePoint
in-sightPSA	in-sourcing ltd	SaaS	Web-based	2015	Professional Service Automation (PSA), PPM, Project & Task Management, Project Reporting, Integrated & interactive Gantt, Resource Management (Shortlists, Assessments, Allocation, Scheduling & Back-fill Management), Immigration & Case Management, Demand Forecasting & Capacity Management, Talent Sourcing Management, Project Costings & Estimations, Forecasting & Budgeting, Time recording, Time Sheet & Expenses Management	API Management Console to any Cloud, Tenanted or OnPremises CRM, HR, ERP, finance and reporting application
Kimble	Kimble Applications	SaaS	Cloud based application running natively on Force.com	2011	CRM, Opportunity Management, Forecasting, Resource Management, Recruiting, Delivery Management, Delivery Governance, Time Reporting, Expense Management, Project Billing, Operational Reporting, KPI Dashboards, and Customer Service	Salesforce.com, other CRM, Outlook, Gmail, variety of Accounting Packages and custom interfaces via API
Krow Software	Krow Software	SaaS	Salesforce	2015	Professional Services Automation (PSA), Projects, Tasks, Time Entry, Invoicing, Resource Planning, Task Planning, Expenses, Dashboards, Reporting	Salesforce, Quickbooks, Save
Mavenlink	Mavenlink	SaaS	Web-based and mobile application	2010	Create and manage custom Gantt charts to track project dependencies and assess completion status, generate invoices, assign and allocate resources and personnel, and perform job costing and margin analysis.	Mavenlink integrates with Google Apps, including Drive, Calendar, Tasks and Contacts, as well as Intuit Quickbooks, PayPal and Microsoft Office 2013.
Metis_(PSA_software)	Metis	SaaS	Web-based and mobile application	2016	Track and approve time and expenses, run a sales pipeline, manage job profitability, track resourcing, monitor strategic KPIs on dashboards, manage time off. Mobile apps for iOS and Android. Aimed at consulting firms up to 100 staff	CSV and weblinks plus forthcoming integrations with Xero, Zapier and CRM systems. custom integrations through API
moon	MoonPSA	SaaS	Web-based application with mobile app for iPhone	2013	All-in-one CRM, Project Management, Knowledge Management, Time Tracking, Invoicing, Cash Management, HR Management / People Development, together with real time P&L forecasts, budgeting, KPI dashboard, and Performance Review - Source of changes analysis; used by professionals, support staff, and management	Accounting software; CSV; custom integrations through API
OpenAir	NetSuite	SaaS	Cloud computing with mobile app for iOS and Android	1999	Project Management, Professional Services Automation (PSA), resource management, project portfolio management, project billing and accounting, time management, expense management, invoicing, multi-currency and reporting, and KPI dashboards. Mobile apps for iOS and Android. Vertical solutions for Services industry, Software industry, Advertising, Media and Publishing, as well all many other business sectors.	Salesforce, NetSuite, Oracle, SAP, Microsoft Dynamics GP and CRM, Peoplesoft, and JD Edwards, MS Project, MS Outlook, MS Exchange, QuickBooks, and Flat File/CSV integration using OpenAir Connect, Custom API integrations in XML or SOAP Web Services.
PacketTrap	PacketTrap PSA	SaaS	Cloud or Web-Based application with mobile web apps for iPhone, Android, BlackBerry or Windows Mobile	2012	Resource scheduling and management, project management, billing review, invoicing, time and expense entry, extensive analytical reporting and dashboards, and integration with Quickbooks, and Google.	Quicken.com, QuickBooks, and custom integrations through web services API
Pie	PIEmatrix	SaaS	Web-based application	2009	Project management, portfolio management, time tracking for billable or non-billable tasks, plan versus actual time tracking, reports, metrics, and dashboards. Methodology and best practice management is also included.	Integrates and synchronizes with Microsoft Project; Office Files, Google Docs, Email, and CSV
Precursive	Precursive Ltd	SaaS	Cloud computing based application running natively on Force.com	2011	Forecasting, Resource Management, Recruiting, Delivery Management, Delivery Governance, Time Reporting, Expense Management, Project Billing, Operational Reporting, KPI Dashboards	Salesforce.com, Outlook, Gmail, Accounting Packages (Sage, Xero and Kashflow).
Projectex	AIT TMS	Commercial	Desktop Client-Server	??	Workflow, Project Management, Expense Tracking, Word Count, Time Tracking	ODBC, CSV
Projector	Projector PSA	SaaS[4]	Cloud or Web-Based application with mobile web apps for iPhone, Android, BlackBerry or Windows Mobile	2003	Resource scheduling and management, project management, billing review, invoicing, time and expense entry, extensive analytical reporting and dashboards, and integration with accounting, HR, and payroll systems.	Salesforce.com,[5] Microsoft Dynamics GP, Microsoft Project,[6] QuickBooks, Intacct and custom integrations through web services API
PROMYS PSA	PROMYS Inc.	SaaS	Web-Based supporting any iPhone, Android, Blackberry or Windows Mobile device	2003	Designed for IT solution providers, Systems Integrators, Audio Visual, Physical Security and technology VARs. Modules include; CRM, Quoting, Project Management, Time & Billing, Help Desk, Support contracts, resource scheduling, Customer asset management, equipment Bill of materials tracking, Inventory and customer portal. All PROMYS functionality is accessible from any Mobile device.	Quickbooks, Microsoft Dynamics GP, Sage Group, Microsoft Outlook, Google Calendar, RMM Monitoring tools. Fully open Web API Web Service.
Q360 Enterprise	Solutions360 Inc.	Concurrent or Named	MS/SQL Server On Premises or Hosted with Mobile Smart Device access	1999	quoting, material management and procurement full Project Management, project accounting, deferred income automation, field service management, sales opportunity management, Forecasting and reporting capabilities that include ad hoc reports, dashboards, dynamic workflow and business intelligence. Major components include CRM, Quoting, Forecasting, Order Fulfillment, Inventory, Purchasing, Project Management, Resource Scheduling, Full Accounting (A/R, A/P, G/L), time and expense entry, Job Costing, Customer Self Serve Web Portal and Field Service Management and Human Resource Management. .	Integration can be provided for Vendor pricing and inventory, credit card gateways and various RMM Monitoring tools and other custom integrations through Web Service
QuickBase	Intuit	SaaS	Web-based	2000	Business Process Management, Project Management, Sales Operations & Management, Human Resources & Recruiting, IT Systems & Technology, Customer Service & Support, Training Programs & Management[7]	QuickBooks, Salesforce, Bill.com, Intacct, Netsuite, Zendesk, Zuora
TrackerSuite.Net	Automation Centre	SaaS & On-Premises	Web-Based	2006	Integrated modules for project management, resource management, time tracking, expense reporting, CRM and invoice generation.	Quickbooks Online Edition, Microsoft Outlook, Lotus Notes
SherpaDesk	bigWebApps	SaaS	Web-based application with mobile app for iPhone	2012	Time and Expense Tracking; Ticketing; Asset Management; Project Planning; Tasks and Notes; Analytics and Reports	Quickbooks; QuickBooks Online; FreshBooks; Google Marketplace; Microsoft 365; CSV; custom integrations through API
Talygen	Talygen Business Intelligence	SaaS	Web-Based	2009	Project management, time tracking, expense reporting, invoicing, customer relationship management, employee management, cloud storage	Basecamp, FreshBooks, and QuickBooks
Tigerpaw Business Suite	Tigerpaw Software, Inc.	OnPremises/SaaS	On-Premises; Web-Based; HTML 5 Web-Based Mobile Solution	1984	Manage, automate and integrate business functions including service ticketing, expense and time management, project management, accounting, CRM, inventory, sales, marketing, purchasing, and workflow.	AVG/Level PIatforms, N-able, Kaseya, QuickBooks, Peachtree/SAGE50, Microsoft Exchange, QuoteWerks, Continuum, LabTech, IT Control Suite, Ipswitch, HyBlue, Servoyant, GFI, Microsoft Outlook
Tenrox PSA	Tenrox	SaaS	Web-Based and Windows Client	1997	Project management, resource management, time tracking, expense reporting, and project billing	Salesforce.com, Microsoft Dynamics CRM, SAP, Oracle, PeopleSoft, JD Edwards, Lawson, Epicor, Navision, Solomon, Sage, Accpac, Peachtree, and more
V1 PSA (Formerly Sharpowl)	V1 Ltd	Active resource	Microsoft Server 2008, Microsoft SQL Server 2008	2002	Project Administration, Project Accounting, Time and Expense Management, Billing Management, Budget Management, Revenue recognition, Microsoft Project Integration, Resource Management, Intra-Company Charging, Reporting And Analytics.	Microsoft Office, Microsoft Project, integrates with most modern accounting CRM and HR systems
Vision	Deltek	Commercial	Locally hosted Web-Based client	??	Resource and Project management, time and expense entry, purchasing, payroll, and billing	Microsoft Office and other custom integrations through APIs
Workfront	Workfront	SaaS	Web-Based or On-Premises	2001	Project management tools, time and expense entry, capacity planning, task tracking, ticket tracking, and collaboration environments.	Oracle Financials, SAP, Peoplesoft, and Salesforce.com
WinServ	W.S Software Inc.	OnPremises/SaaS	On-Premises; RemoteApp; Web-Based; iPhone Application	1984	WinServ - Service Management System manages field service, service agreements, projects, sales and reporting. Founded in Stockholm, Sweden. Entered US market in 2014.	Quickbooks, Sage, Xero, Visma, Microsoft Dynamics, custom API integration, Microsoft Office, Microsoft Exchange, PrintFleet, FMAudit, JetAdvice and more.
System	Creator	License	Platform	First Release Date	Features	Integration

References

1. "Compuware Buying Changepoint for $100m". ebixQ. April 29, 2004. Retrieved September 29, 2011.
2. Elizabeth White (July 31, 2011). "Compuware Integrates Changepoint with Salesforce CRM". Cloud Computing Journal. Retrieved September 29, 2011.

3. WikiProject Software / Computing
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4. Mark Everett Hall (February 9, 2009). "Real Deals on On-demand SaaS". Computer World. Retrieved September 29, 2011.
5. "Projector PSA Software Integrates with Salesforce.com". May 17, 2008. Retrieved September 29, 2011.
6. "Projector Introduces Bi-directional Microsoft Project Integration". August 23, 2008. Retrieved September 29, 2011.
7. "Intuit QuickBase Business Process Management". Intuit QuickBase.