Comparison of PSA systems

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

System	Creator	License	Platform	First Release Date	Features	Integration
PROMYS PSA +	PROMYS Inc.	SaaS	Web-Based HTML 5 supporting any Mobile device	2003	PROMYS is next generation Professional Services Automation (PSA) software. Some the largest IT Solution providers in North America use PROMYS. Quotes & Opportunities are linked so quote revisions update margin & revenue forecasts real-time. Sales Orders & Projects are linked providing real-time visibility into cost against budget performance of the project. Help Desk can see assets under Service Contract in the ticket. PROMYS modules include CRM, Quoting, equipment Bill of materials tracking, Project Management, resource scheduling, Invoicing, time and expense entry, Inventory,customer portal and Help Desk. PROMYS is accessible from any Mobile device.	Microsoft Dynamics GP, Sage Group, Quickbooks, Microsoft Outlook, RMM Monitoring tools and custom integrations through Web Service.
Atollon Lagoon	Atollon	SaaS or On-site	Web-based	2006	Atollon Lagoon is a platform for growth & management of professional services organizations. Atollon platform helps streamline business processes ranging from 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.
Mavenlink	Mavenlink	SaaS	Web-based and mobile application	2010	Mavenlink is a Growth Management Software company specializing in advanced project management for professional services businesses. The Mavenlink platform improves and streamlines all project-related team collaboration, tasks, activities, file sharing, resource management, budgeting, financial analytics and reporting, significantly improving the execution, efficiency and delivery of projects. Mavenlink customers can 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.
HarmonyPSA	Datalogic Solutions Ltd	SaaS \ OnPremise	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
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
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	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
Tigerpaw Business Suite	Tigerpaw Software, Inc.	OnPremise/SaaS	On-Premise; Web-Based; HTML 5 Web-Based Mobile Solution	1984	The Tigerpaw Business Suite is a comprehensive tool for helping IT, telephony, security, Audio/Video, and POS businesses increase growth and make informed business decisions. It enables businesses to manage, automate and integrate business functions including service ticketing, expense and time management, project management, accounting, CRM, inventory, sales, marketing, purchasing, and workflow within one easy-to-use system.	AVG/Level PIatforms, N-able, Kaseya, QuickBooks, Peachtree/SAGE50, Microsoft Exchange, Continuum, LabTech, IT Control Suite, Ipswitch, HyBlue, Servoyant, GFI, Microsoft Outlook
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
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
Changepoint	Compuware	SaaS, Buy and Host & On-Premises	Web-Based Mobility solutions for tablets and smartphone devices through multiple browsers	2004	Professional Services Automation (PSA) and Project Portfolio Management (PPM) solutions, including tools for Resource, Customer, Opportunity, Project, and Financial Management.	Salesforce.com 95% of Changepoint clients have at least one integration. 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.
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.
FinancialForce PSA	FinancialForce.com	SaaS	Cloud based application running natively on Force.com	2010	FinancialForce PSA is native to Salesforce CRM and is built on the Force.com platform. Manage people, customers, projects & financials in one integrated app. Deliver projects on time, within scope & under-budget. Includes timecards, expenses, project management, reporting, and accounting.	FinancialForce Accounting, FinancialForce ERP and Salesforce.com
AffinityLive	AffinityLive	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, Quickbooks, Xero, Yammer, Twitter, and Business Catalyst
AtTask	AtTask	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
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
Projectex	AIT TMS	Commercial	Desktop Client-Server	??	Workflow, Project Management, Expense Tracking, Word Count, Time Tracking	ODBC, CSV
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
OpenAir	NetSuite	SaaS	Web-Based	2000	Project management, resource management, project portfolio management, project billing and accounting, timesheet management, expense management and reporting, and KPI dashboards.	salesforce.com, Netsuite, Oracle, Microsoft Dynamics GP and CRM, SAP, Peoplesoft, and JD Edwards
Projector	Projector PSA	SaaS	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, Microsoft Dynamics GP, Microsoft Project, QuickBooks, and custom integrations through web services API
Q360 Enterprise	Solutions360 Inc.	Concurrent or Named	MS/SQL Server On Premises or Hosted with Mobile Smart Device access	1999	Q360 Enterprise is Business Management Software for Technology Integration companies from 15M in sales and up who need robust Professional Services Automation (PSA) functionality with built in accounting. Within the fabric of Q360 is 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. .	Q360 Enterprise is a fully integrated system out of the box. Integration can be provided for Vendor pricing and inventory, credit card gateways and various RMM Monitoring tools and other custom integrations through Web Service
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
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
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
System	Creator	License	Platform	First Release Date	Features	Integration