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Professional services automation (PSA)

Professional services automation (PSA) is software that helps services firms manage the full client project lifecycle - from sales and resourcing to time tracking, billing, and profitability.

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  • Also called: PSA

Definition

What is Professional services automation (PSA)?

Professional services automation (PSA) is software that helps services firms manage the full client project lifecycle - from sales and resourcing to time tracking, billing, and profitability.

PSA is the operating system for services businesses like agencies and consultancies. It connects the stages of delivering client work: winning the deal, staffing the project, tracking time, invoicing, and measuring margin.

The point of PSA is visibility into whether client work is profitable. By linking sold work to the hours spent and the money billed, firms can see which projects and clients actually make money.

Atlas covers the PSA lifecycle in one workspace - CRM and deals, projects, time tracking, and billing - so services firms can run delivery without stitching separate tools together.

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FAQ

Questions, answered.

What does PSA software do?
PSA software manages the client services lifecycle - sales, resourcing, project delivery, time tracking, billing, and profitability - so a services firm can run and measure its work in one system.
Who uses PSA software?
Professional services firms such as agencies, consultancies, IT service providers, and other project-based businesses that deliver billable work to clients.

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Put professional services automation (psa) to work in one platform.

Atlas is the all-in-one work OS - tasks, projects, CRM, contracts, HR, and automation on one shared record, with a governed AI assistant. Start free.

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