Comparison of PSA systems

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

System Creator License Platform First Release Date Features Integration
Accelo Accelo

https://www.accelo.com

SaaS Cloud-based application 2011 Accelo provides an integrated, streamlined solution to the challenges of managing a dynamic service operation. Accelo handles CRM, Sales, Projects, Contracts/Retainers, Time tracking, Expense tracking, Quotes, Tickets, Client Collaboration, and Invoicing all in one platform. G Suite, Office 365, Xero (software), QuickBooks, Saasu, Salesforce.com, Twitter, Campaign Monitor, MailChimp, Jira (software), Stripe (company), Authorize.Net, MAXfocus, Kaseya Network Monitor, Continuum, PayPal, Zapier, HubSpot, Slack (software), typeform.com, Eventbrite, Intercom (company), Airtable, and Wufoo
Kimble PSA Kimble Applications

https://www.kimbleapps.com

SaaS Cloud-based application embedded on the Force.com platform 2010 Kimble provides services organizations with a solution that combines sales and delivery within one system for accurate forecasting to grow businesses. Kimble supports Sales, Project Management, Resource Management, Time and Expense Entry (Web & Mobile), Finance/Operations Management Kimble has experience integrating to our customers preferred financial system such as Sage, SAP, Quickbooks, etc, as well as to a number of CRM, HR, Microsoft solutions.
Promys PSA Promys SaaS Web based with mobile for iOS, Android, Windows Phone and BlackBerry 2003 Recurring Billing, Managed Services, CRM, Quoting, Help Desk, Project Management, resource management, time and expense management, procurement, customer asset tracking, multi-currency, reporting and dashboards. Professional Services Automation (PSA). Vertical solutions for MSP's, IT, Audio Visual and Physical Security solution providers and systems integrators and many other business sectors. Quickbooks, Sage, Microsoft Dynamics GP, Acumatica, MS Outlook, Google Calendar, Custom Web API integrations
SherpaDesk SherpaDesk SaaS Cloud-based web application 2012 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, Quickbooks Online, Quick Books, Microsoft Outlook, Freshbooks Accounting
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
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
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
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.
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.
Projector Projector PSA SaaS[1] 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,[2] Microsoft Dynamics GP, Microsoft Project,[3] QuickBooks,

Intacct and custom integrations through web services API

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[4] 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
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
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
System Creator License Platform First Release Date Features Integration

References[edit]

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