What is professional services automation software?
Professional services automation (PSA) software is designed to assist service-based companies that offer services to their customers mostly on a project or per-hour basis. It offers features that allow professional service firms to manage most of their day-to-day tasks efficiently and deliver customer projects on time, on budget, and according to the customer’s requirements. With professional services automation (PSA) software in place, service firms don't have to waste time (or money) learning multiple disconnected tools to manage different parts of the project lifecycle; they can manage it all on a single system.
Who can benefit from PSA software?
All service-oriented firms can benefit. To list a few:
- Creative and marketing agencies
- Consulting companies
- Architecture and Engineering (A&E) firms
- Accounting teams
- IT service providers & resellers
- Legal firms
The rising need of Professional Services Automation (PSA) Software
Professional service firms (PSFs) have a unique set of challenges—maintaining project margins, controlling cash flow, recruiting and retaining the right talent, and more. Plus, emerging technologies and shifting customer expectations are putting pressure on these firms to speed up their services and be more agile. A modern PSA software solution enables service firms to strike a good balance between maintaining operational efficiency and providing a valuable portfolio of services to customers.
How can you benefit from professional services automation (PSA) software?
- Less administrative work
- Improved resource utilization
- Higher customer satisfaction
- Better visibility throughout project lifecycles
- Faster billing cycles
- Improved data entry and forecasting accuracy
Zoho Creator: an end-to-end custom PSA platform
Zoho Creator is a low-code application platform (LCAP) that empowers businesses to develop custom applications faster. It offers intuitive builders and ready-to-use code snippets and templates that make it easy for anyone to develop purpose-built apps without depending on their IT teams. Equipped with a platform like Zoho Creator, your firm can build an end-to-end customized PSA solution that'll help you manage and automate various aspects of your project lifecycle, keeping everything available and connected in one place.
See why thousands of professional service providers like you choose Zoho Creator
- Don't pay hefty sums for off-the-shelf PSA software! Create a customized solution that fits your exact needs at a much lower cost.
- Creator offers an intuitive drag-and-drop workflow builder, making it easy for anyone to automate mundane tasks, alerts, and complex workflows.
- Empower your customers with access to self-service portals so that they can view project status, submit new requests, and provide real-time feedback.
- Leverage Creator's 600+ premade integrations, and even create custom integrations to connect your PSA software with your entire ecosystem.
- Zoho Creator provides all the necessary security framework and granular governance tools to protect your privacy and secure all of your documents and data.
- Choose a pricing plan that suits you and we’ll take care of everything else—regular platform updates, adding new features, and app maintenance.
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Sign up for freeFrequently Asked Questions
How is Zoho Creator different from other PSA software available on the market?
Zoho Creator is a low-code platform that gives professional service organizations the ability to build a customized all-in-one service automation solution. Unlike off-the-shelf PSA software that has limited integrations and customization options, Zoho Creator enables you to modify your PSA solution at any time based on changing market trends or customer demands. With more than 14,000+ customers worldwide, Zoho Creator is an industry-leading application development platform suitable for professional service businesses of all sizes and types.
Will the solution built on Creator include all the features needed in PSA software?
Yes! Based on your business model, you can create a solution that includes all the core modules of typical PSA software required to ensure successful project delivery and client satisfaction—human resources, project management, resource management, billing, reporting, and more. The solution you build on Zoho Creator will also pass crucial criteria that are considered top considerations when selecting a PSA platform:
- Option to deploy on cloud or on-premise
- Ability to integrate with your existing CRM system
- Ability to access data and share information on the go
- Ability to integrate with your existing ERP or billing system
- Users can create real-time reports and dashboards
Will the PSA solution built on Creator provide the “real-time” analytics that my organization needs?
Yes, our platform offers powerful BI and analytics tools that can help you and your team get accurate and up-to-date insights. You can build a PSA solution that allows you to import data from multiple data sources, create custom dashboards and reports, add any number of charts, widgets, and pivot tables, and make your data easy to understand.
Does the PSA solution built on Zoho Creator enable you to efficiently collaborate with clients?
Zoho Creator offers a feature (add-on) known as an online self-service portal that enables customers and business partners to interact with your company's products, services, and information. You can build customized professional services automation software on our platform and also create customized portals for your clients so they can track the progress of their projects, submit requests, and provide feedback.
Does Creator support native iOS or Android development?
Yes! With Zoho Creator, your PSA solution would be automatically supported on iOS and Android devices. We have you covered across the mobile application development lifecycle, from application architecture and UI/UX to advanced workflow automation and performance monitoring.