Smartsheet

smartsheet.com

Smartsheet is a software as a service (SaaS) offering for collaboration and work management, developed and marketed by Smartsheet Inc. It is used to assign tasks, track project progress, manage calendars, share documents, and manage other work, using a tabular user interface. Smartsheet is used to collaborate on project timelines, documents, calendars, tasks, and other works. According to IDG, it is "part office productivity, part project management, part document sharing... [it] is trying to be the central hub for how people work." Smartsheet competes with Microsoft Project. It combines some of the functionality of Microsoft Project, Excel, Access and SharePoint. According to Forbes, Smartsheet has "a relatively simple" user interface. The interface centers on "smartsheets," which are similar to spreadsheets typically found in Microsoft Excel. Each smartsheet can have its rows expanded or collapsed to see individual tasks or large-scale project progress respectively. Tasks can be sorted by deadline, priority or the person assigned to them. If a spreadsheet contains dates, Smartsheet creates a calendar view. Each row in a smartsheet may have files attached to it, emails stored within it, and a discussion board associated with it. When a new smartsheet is created, notifications are pushed out to staff to populate its rows and columns. As information is updated, other smartsheets tracking the same task, project or data-point are updated automatically. The service also has alerts for when a task deadline is coming up, and keeps track of document versions. Smartsheet can import data from Microsoft Office or Google applications. It integrates with Salesforce.com, Dropbox and Amazon Web Services. There is also a Smartsheet mobile app for Android and iOS operating systems. The service is offered on a subscription basis with no free tiers. Backed by enterprise-grade security, Smartsheet is used by more than 75% of the companies in the Fortune 500 to implement, manage, and automate processes across a broad array of departments and use cases.

ConnectWise Home

connectwise.com

Made for companies that sell, service, and support technology, ConnectWise PSA (formerly ConnectWise Manage) is the leading business management platform worldwide. Technology Solution Providers (TSPs) rely on ConnectWise PSA to achieve greater accountability, operational efficiency, and profitability. Leveraging the cloud, ConnectWise PSA facilitates business-process automation, help desk management and customer service, sales, marketing, project management, and business analytics that dramatically streamline a company's operations. ConnectWise PSA is the centralized hub that gives TSPs an end-to-end view and total control over their business. ConnectWise PSA also gives its users access to a powerful network of ideas, experts, and solutions. A veteran in the technology services industry, ConnectWise PSA has been the premier business management platform for technology companies for more than 15 years.

Teamwork

teamwork.com

Teamwork.com is the only platform with best-in-class client operations combined with easy-to-use project management that teams love. Deliver work on time and on budget, eliminate client chaos, and understand profitability, all in one platform. Headquartered in Cork, Ireland and founded by a team who have run an agency before, Teamwork.com has more than 20,000 customers around the world with a global team of over 350 employees.

Wrike

wrike.com

Wrike is the most powerful work management platform. Built for teams and organizations looking to collaborate, create, and exceed every day, Wrike brings everyone and all work into a single place to remove complexity, increase productivity, and free people up to focus on their most purposeful work. With unmatched power, versatility, and intuitiveness, Wrike is the only work management solution an organization will ever need to scale, optimize, and move fast in a competitive world. More than 20,000 happy customers power their future and come together in Wrike, including Estée Lauder, Hootsuite, Nielsen, Ogilvy, Siemens, and Tiffany & Co. For more information, visit www.wrike.com.

Bonsai

hellobonsai.com

Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

SafetyCulture

safetyculture.com

SafetyCulture is a mobile-first operations platform that gives you the knowledge, tools, and processes you need to work safely, meet higher standards, and improve every day, offering a better way to work. What started as a digital checklist app has evolved into a platform for conducting inspections, raising and resolving issues, managing assets, and training teams on the go. SafetyCulture also helps teams do more than just tick the boxes for governance, risk, and compliance – it can help set environment, health and safety standards, and raise the bar when it comes to operational excellence. With real-time data capture and actionable insights at your fingertips, you’ll always know what's working and what's not so you can focus on what truly matters – getting better every day. Unlock the potential of your working teams to propel your business forward with SafetyCulture.

Keka

keka.com

Hiring is not just a one-step accomplishment as it involves various complex phases through the journey. And finding the right talent is the stepping stone towards building a successful business environment. Hence, Keka will equip you with awesome features such as multi-platform candidate sourcing, tech assessments, scorecards, etc. that will help you offer a future-proof hiring experience with Keka's Applicant Tracking System.

BQE Core

bqe.com

Core centralizes professional services firms' accounting and project data on one beautiful cloud platform. By combining accounting, billing, time and expense tracking, and project management tools, Core makes it easier to run your business more profitably. It organizes information, automates repetitive tasks, and allows you to spend more time providing services to your clients instead of managing internal processes.

Syncro MSP

syncromsp.com

The Modern MSP Platform that Makes You More Money. Combined RMM and PSA Platform including Invoicing, Credit Card Payments, Help Desk, Customer Management, Automation, Scripting, Remote Access, Email Marketing and more.

Accelo

accelo.com

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

Rocketlane

rocketlane.com

Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Rocketlane to improve project predictability and profitability, shorten time-to-value, and elevate the customer experience.
 Rocketlane uniquely combines project management, document collaboration, and communication into one tightly-knit experience. The built-in resource management, time tracking, portfolio management, budgeting, and business intelligence help you run projects against set budgets and timelines. The platform helps you impress your customers, hold them accountable in the journey, create repeatable playbooks, forecast demand efficiently, get on-demand visibility into projects and customer sentiments, and increase the productivity of your teams.

Avaza

avaza.com

Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device.

Function Point

functionpoint.com

Function Point is an all-in-one project management software for creative agencies and in-house marketing departments looking to streamline their business. Manage your projects, staff resources, track time, create estimates & invoices, and integrate with Quickbooks all in one cloud-based system. Our solution helps agencies improve their productivity and profitability by streamlining processes; simplifying collaboration; centralizing information; and delivering real-time business data.

BigTime

bigtime.net

BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-making by delivering the information you need, when you need it. By streamlining project operations, maximizing resource utilization, accelerating the account receivable cycle, and connecting scattered data sources, BigTime makes it easier for professional services firms to scale and grow. With 2,800+ customers and 20+ years of experience, BigTime is built to get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges while scaling with you for tomorrow’s opportunities.

Replicon

replicon.com

Replicon provides end-to-end Time Management software and services to enterprises of all sizes. Capture, analyze, and optimize time, your organizations most critical asset, to improve profitability, productivity and employee satisfaction. Salaried & hourly workers alike love using Replicon because it is simple and easy to enter their time, attendance, vacation, and expense information--via web browser or mobile app. Hiring managers use Replicon to optimize the types of workers to hire, what to budget for them, and what they should be working on. HR, payroll, and compliance managers use Replicon to automatically apply business & legal rules to eliminate under- or over-payment of employees, as well as to ensure everyone in the business is working according to the laws governing their specific location. Finance & project management teams choose Replicon because their success depends on accurate, granular and real-time reporting on exactly how well the business is performing with respect to project delivery, client billing, labor utilization, and other critical metrics. If you are looking to track, manage and optimize: time & absence, project details, client billing, expenses, or the productivity of your entire workforce no matter where they are or when they work, consider evaluating Replicon as a strategic partner to your success. For more information: visit us: www.replicon.com, call us: 1-877-662-2519 (North America) or +800-6622-5192 (outside North America), or email us: [email protected].

Simplicate

simplicate.com

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing. Discover all the possibilities of Simplicate.

Productive

productive.io

Productive is an end-to-end project management tool that comes with an integrated Sales Pipeline, Resource Planning, and powerful Project Management features. It is made for agencies and professional service business. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services.

TimeLog

timelog.com

Are you looking for a project management solution with outstanding real-time insights to your project financials? TimeLog is the leading financial project management solution for consulting-oriented businesses. Combining the most user-friendly time & expense tracking with state of the art project management, invoicing, resource management and bulletproof reporting. TimeLog is the most potent solution for businesses going for the best-of-breed software.

Metric.ai

metric.ai

Metric.ai is the only tool for digital agencies that combines software to provide services with financial analytics to run a business, so you no longer need to use spreadsheets to bridge agency operations. Get real-time insights on revenue forecasts, profitability, utilization, and other 100+ metrics, broken down by clients, departments, roles, and custom tags. Establish the right processes by combining sales, resource management, time-tracking, and invoicing into one tool that bridges the gap in agency operations. Most successful agencies use Metric.ai to grow their business profitably.

Scoro

scoro.com

Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies, and other professional service businesses, providing them with a unified platform to manage all aspects of their operations, from quote to cash. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting into a single solution, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real time, thereby enhancing productivity and ensuring timely project delivery. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability. In a world where service businesses face increasing complexity and competition, Scoro stands as a reliable ally, offering a holistic solution to optimize operations, improve profitability, and drive long-term success.

COR

projectcor.com

COR is the all-in-one management solution for Advertising & Marketing Agencies that automate timesheets, through AI, to predict profitability, reduce work overload and improve client engagements. Is a purpose-driven company, founded by leading agency owners. Based in Silicon Valley, COR serves Fortune 500 Companies, has presence in more than 35 countries and raised its Series A from Top VCs and Entrepreneurs, including 6 unicorn founders.

Project Insight

projectinsight.com

Project Insight is award-winning work & project management software that centralizes all of your work, tasks, and projects into one easy to use online platform. Connect everything from issues, approvals, expenses, scheduling, development, and more to give your stakeholders real-time visibility into your portfolio. PI is offered as a free expandable version or a full-featured and truly customizable enterprise edition. The tool has been used by over 10,000 users in companies of all sizes and industries since 2002. PI is recognized as a leading project and portfolio management (PPM) solution for its intelligent scheduling, powerful resource management, time and budgeting functionalities, real-time project and portfolio reporting, and streamlined agile, waterfall, and Kanban methodologies. PI's PPM solution is flexible, and completely customizable offering out-of-the-box integrations with software applications such as: JIRA, QuickBooks, Azure DevOps, Office 365, Salesforce, Google, and more. PI also offers a robust mobile app and the best customer support in the business.

KEBS

kebs.ai

KEBS is a business suite that is built to make life easier for the professional services industry. This modern ERP will enable businesses to cut down cost and resource leakages and scale up their productivity and profitability 10X. Organizations, irrespective of their size and scale can streamline and automate their day-to-day task and create a seamless workflow with ease. Our customers worldwide are impressed with how KEBS has - made data a single source of truth - increased employee retention by 76% - ensured timely delivery of projects within the budget - amplified the revenue up to 5X times than before - brought in more transparency within the organization - made their employees more accountable - satisfied their customers 10X better than before KEBS is comprehensive. Hence, it’s the only business suite you will ever need.

FigureFlux

figureflux.com

At FigureFlux, we're passionate about helping businesses succeed. Our innovative and efficient solutions help you manage finances, reports, sales, marketing, and much more with a simple interface that allows easy customization. Get your business moving forward with FigureFlux.

Parallax

getparallax.com

Parallax delivers business insights that empower digital services companies to forecast with confidence for improved profitability and employee engagement. Built by leaders in digital services, Parallax is the only professional service automation platform designed to support the unique needs of agencies and software firms - combining real-time data with operational best practices to optimize resource planning and ROI. Backed by an intuitive user interface that easily integrates with existing business tools, Parallax helps companies better understand the health of their business to minimize workload inefficiencies and employee burnout while maximizing team utilization, revenue, and growth.

Ruddr

ruddr.com

Ruddr is the modern professional services platform built for companies with up to 5,000 billable personnel. Ruddr provides an unmatched user experience (UX) and price point in the Professional Services Automation (PSA) category.

Birdview

birdviewpsa.com

Birdview is a comprehensive, full-cycle platform aiding organizations to plan, manage, and forecast resources, finances, and projects in one place. It offers total project visibility and enables teams and clients to oversee their projects, thus promoting growth and streamlined processes. Tailored to meet evolving business needs, Birdview allows efficient management of multiple projects with customizable views, centralized data, and balanced workloads. It also facilitates precise financial management and budgeting. Birdview presents two distinct products to suit varied client requirements: - Birdview Project Management makes the lives of project managers easy by streamlining the complete project lifecycle from intake and planning to execution and project accounting. - Birdview Professional Services is tailored for service-oriented organizations and facilitates client project management and collaboration, ensuring smooth service delivery and financial tracking. Each is loaded with advanced features for control over every project stage. BI-powered dashboards and reports enable data-driven decision-making, enhancing productivity, profitability, and efficiency. Birdview integrates with 5000+ applications for even more effective management.

TechnoMile

technomile.com

TechnoMile empowers companies to find, pursue, win, and retain more business with the government. Our transformative cloud solutions empower companies doing business with the government to optimize BD and capture processes, fuse curated public information with their own data to gain unique insights, streamline contract management, and mitigate risk throughout the entire lifecycle of government sales.

Screendragon

screendragon.com

Screendragon is process & project management software for high performance marketing & agency teams. Balancing design and technology, Screendragon supports the flow of information, planning of resources and sharing of assets, for greater efficiency, compliance and quality in the marketing function. Screendragon is trusted by global enterprises and agencies, like Kelloggs, BP, Kimberly Clark, Mullen Lowe and McCann World Group.

Projectworks

projectworks.com

Projectworks is a business management platform designed to help professional & creative services businesses better manage their organizations in the areas of project management, project financials, and people management. Our core features include Resourcing, Forecasting, Invoicing, Timesheets, Expenses, Project Management, Project Burn, and Leave Booking. Projectworks is specifically designed for software firms, architects, engineers, and management consultants.

PSOhub

psohub.com

The efficiency of your organization doesn't have to stop at 'closed won'. PSOhub provides unique All-in-One Project Management software through predictive project management, smart resource management, self-driving time and expense tracking, and invoicing in a seamlessly integrated platform.

Primetric

primetric.com

With Primetric, you can easily forecast people availability and projects profitability in your professional service company. Plan, track, budget, and optimize from a high-level view.

Forecast

forecast.app

Forecast is a project and resource management software that helps project-driven companies automate operations, empower people, and leverage insights to drive business performance and client success.

Ravetree

ravetree.com

Ravetree is an award-winning work management solution for project-driven organizations. Our platform includes: Project Management, Resource Planning, Time & Expense Tracking, Digital Asset Management, CRM, and more. Easily see the big picture by having all of your information organized in one place!