PSA- of Professional Services Automation software
Professional Services Automation or PSA software helps you deliver profitable projects and work more efficiently, ensuring long-term growth for your company.
Teamleader Orbit is first-class PSA software that many IT companies and marketing agencies use every day. With our PSA tool, you can:
- Integrate an efficient workflow into your day-to-day activities.
- Forecast your turnover and gain insight into your finances.
- Plan your resources and capacity.
- Plan and follow up projects.
Want to try it out yourself? Discover what our software can do for your organisation. Give Teamleader Orbit a spin.
What is PSA software?
PSA software helps companies streamline and improve business processes such as project management, customer follow-up, invoicing, etc. It automates all kinds of administrative, repetitive and often time-consuming tasks, making the workflow much more efficient and enabling companies to offer better customer service and increase their profitability.
Professional Services Automation software also provides insight into accounting and other figures that are centralised in the system. Clear reports and analyses make it easy to monitor finances, forecast budgets, profit and growth margins, and make decisions about the future direction of the company.
Which companies use PSA software?
Companies that often work on a project basis, such as marketing agencies, IT and consultancy firms and digital agencies, benefit from a tool that monitors projects and automates business processes. PSA software helps them to track customers and sales opportunities, plan their resources and capacity, track time on tasks and projects, and easily convert this time registration into invoices, making the entire workflow run smoothly.
Teamleader Orbit is a tool for:
- Advertising & marketing agencies
- Consultancy companies
- PR and communication agencies
- Brand activation agencies
- Design, creative & content agencies
What are the benefits of Professional Services Automation software?
1. An efficient workflow.
PSA software automates time-consuming administrative tasks. It also integrates an efficient workflow that makes optimal use of the people and resources you have available.
2. Larger profit margins
By saving time and using your resources efficiently, processes and projects become more profitable. Moreover, a PSA tool gives you a clear overview of your projects, figures, and the bottlenecks in your workflow, allowing you to optimise processes and increase profitability.
3. Happy employees.
Working in a company where everything runs smoothly increases the job satisfaction for your employees. Professional Automation software also gives you insight into people’s workload, so you can intervene whenever the workload becomes unmanageable.
4. Satisfied customers.
A Professional Services Automation tool helps you follow up leads and customers from the very first contact to the last payment, making quotes, following up sales opportunities, invoicing and answering customer questions. It also makes other business processes - such as project planning and support - run more smoothly, offering customers an excellent service. So it’s a win-win for your company and your customers.
What can Teamleader Orbit’s PSA tool do for you?
- Plan resources and forecast your capacity.
- Plan projects and assign tasks.
- Track time quickly and easily.
- View billable hours for each project, team or employee.
- Forecast your turnover and ensure your cash flow.
- Gain insight into your business with statistics and reports.
- Offer customers an excellent service.