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Professional Services Automation Software Features

List of Professional Services Automation Software features

Project Accounting

Project accounting is a sort of managerial accounting that focuses on managing and delivering projects. It entails tracking, reporting, and analyzing financial results and consequences and...read more

Leave Tracking (Vacation)

Employee leave patterns are essential to monitoring the amount of paid leave, sick leave, and holiday trends within your company. Because automation of leave management increases the risk ...read more

Project Management

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is described in project documentation, prepared at the ...read more

Time & Expense Tracking

The process of recording and tracking hours spent and expenses related to projects is known as time and expense. Multiple timesheet and expense views and configurable work time, overtime, ...read more

CRM

Customer relationship management (CRM) is a tool that allows to keep track of all of the company's relationships and interactions with its customers and prospects. Its objective is straigh...read more

Document Management

A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document manage...read more

Kanban Board

Kanban Board is a powerful project management tool that helps teams to visualize their work and optimize their workflow. It is based on the Japanese Kanban method, which focuses on continu...read more

Milestone Tracking

The most effective technique to manage the timeline factor is to track milestones. Effective project planning concentrates on the most critical deliverables, with tasks outlining how the w...read more

Portfolio Management

Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfolio management (PPM) is used by project managers a...read more

Project Planning

Project planning is a subset of project management, and it refers to the use of schedules such as Gantt charts to plan and track progress within a project. Manual project planning or the u...read more

Resource Management

The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource is anything that is required to complete a task o...read more

Ticket Management

Ticket management is a means of dealing with issues and requests. Tickets are simple data entities used to track everything that needs to be done. Ticket management is a crucial business s...read more

Collaboration

Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions surrounding it that make the majority of business o...read more

Client Management (Customer)

Client management, also referred to as customer management, is a crucial aspect of business operations that involves the management and organization of client interactions and relationship...read more

Access Control

The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. You can define user groups with varied viewing, up...read more

This software is researched and edited by

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].