PROFESSIONAL SERVICES AUTOMATION SOFTWARE
One Platform for Your Entire Service Operation
Track project health, budgets, and profitability in real time
Plan resources with full visibility into capacity and availability
Automate time tracking, invoicing, and revenue forecasting
Built for Operational Excellence in Professional Services
- One system from sales to delivery to invoicing
- Replace spreadsheets and diconnected tools
- Centralize budgets, capacity, project data, and communications
- Get accurate insights across the entire business
EFFICIENT TEAM RESOURCING
Who’s Overbooked and Who Needs More Work?
- Balance workloads across teams and roles
- Plan around vacations, sick days, and time off
- Use placeholders to create scenarios for hiring
- Filter resources by team, skill or seniority with custom fields
DELIVER PROJECTS ON TIME
Keep Projects On Track
- Real-time progress tracking for efficient deadline management
- Keep both internal teams and clients aligned with real-time updates and centralized communication
- Save valuable time with the help of automation and AI
RUN PROFITABLE PROJECTS
Powerful Budget Management
- Build detailed budgets for time & materials, fixed-fee, or retainers
- See profit margins and remaining billable amounts as hours are tracked
- Compare planned vs. actual costs, instantly
SALES
Get Better at Winning New Business
- Set your sales funnel up in stages
- Get accurate revenue forecasts
- Win deals and turn them into projects
Purpose-Built Reports for Professional Service Businesses
BILLING
Create Invoices In a Couple of Clicks
Eliminate the time you spend on invoicing. Pull in uninvoiced time tracked on hourly priced projects, or automatically invoice remaining amounts on fixed projects.
Invoicing Flexibility
Combine various projects and services and invoice multiple budgets at once.
Bill Full or Partial Projects
Decide how much of an original budget you need to get paid for.
Retainer Invoicing
Let Productive remind you that your retainer budgets are ready for invoicing.
Integrate Tools and Reduce Manual Work
Integrate with the rest of your business tools like Xero, JIRA, Slack, or QuickBooks and deliver projects faster.
Get Started In Minutes
Effortless Onboarding
An intuitive user interface for quick familiarization
Bring Your Data Along
Easy data migration from other tools
Answers at Every Step
Dedicated customer support for all your questions
Book a Personalized Demo
In 30 minutes you’ll get to:
- Leverage our expertise – with 1,500+ professional service companies, we know what slows you down—and how to fix it
- See how Productive can work for your use case – no clicking around for weeks
- Ask questions – and get answers on the spot