Researched and Edited by Rajat Gupta
Last updated: · How we review
Editor's Summary · Professional Services Automation Software
PSA splits into two markets that rarely overlap. Consultancies and agencies buy Kantata, Certinia, Scoro, Accelo, Productive and BigTime, where the work is utilization, project margin and revenue recognition. Managed service providers buy ConnectWise PSA, Datto Autotask, HaloPSA, Kaseya BMS, Syncro and Atera, where the work is ticket SLAs, recurring contracts and per-device billing. A tool built for one is usually a poor fit for the other, whatever the feature grid says.
The integration question decides most shortlists. Certinia only makes sense if you already run Salesforce; the MSP platforms only make sense alongside their own RMM.
Quick picks for Professional Services Automation Software
- Best for consultancies — Kantata
- Best for Salesforce-based firms — Certinia
- Best for MSPs — ConnectWise PSA
