toast PSA

Toast PSA

Toast PSA is a professional services automation software that helps manage client accounts, proposals, projects, tasks, time tracking, invoices and reporting. It streamlines operations for consulting, marketing, IT services and other project-based businesses.
psa project-management time-tracking invoicing

Toast PSA: Professional Services Automation Software

A comprehensive automation tool for managing client accounts, proposals, projects, tasks, time tracking, invoices and reporting, streamlining operations for consulting, marketing, IT services and other project-based businesses.

What is Toast PSA?

Toast PSA is a cloud-based professional services automation platform designed to help consulting, marketing, IT services and other project-based businesses better manage key operations.

Key features include:

  • Client management - Centralized database to store all client information.
  • Project management - Tools to define, plan and track project tasks, deadlines, statuses etc.
  • Resource management - Ability to create teams, map talents and skills to projects.
  • Time tracking - Automatic timers to record time spent on projects and tasks.
  • Billing & invoicing - Flexible invoice creation, payment processing, expense tracking.
  • Reporting & analytics - Custom reports and dashboards provide insights into utilization, profitability etc.

By centralizing all critical business data - clients, projects, tasks, teams, time logs, expenses and invoices - in one integrated platform, Toast PSA improves visibility, facilitates collaboration and enables better business management.

It's designed for services businesses of all sizes and is especially useful for distributed teams working with multiple clients across different locations and time zones.

Toast PSA Features

Features

  1. Project management
  2. Time tracking
  3. Invoicing
  4. Resource management
  5. Reporting and analytics
  6. CRM
  7. Accounting integration
  8. Mobile app

Pricing

  • Subscription-Based
  • Custom Pricing

Pros

Intuitive interface

Robust feature set

Flexible and customizable

Great for professional services firms

Automates administrative tasks

Integrates with other business apps

Cons

Can be pricey for smaller businesses

Steep learning curve

Mobile app could be better

Implementation takes time

Lacks some niche industry features


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Saviom PSA is a comprehensive professional services automation software designed to help professional services organizations efficiently manage key business operations. It provides tools to plan projects, forecast demand, schedule staff, track time and expenses, invoice clients, and analyze performance.Key features of Saviom PSA include:Project management - create projects, breakdown work...
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Tenrox PSA software

Tenrox PSA is a comprehensive project and portfolio management software designed specifically for professional services organizations. It helps PS firms better plan resourcing and delivery to drive higher profitability and growth.Key features of Tenrox PSA include:Resource management - Manage utilization rates and bench strength across the organizationProject costing & billing...
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NetSuite OpenAir

NetSuite OpenAir is a comprehensive cloud-based professional services automation (PSA) solution designed for project- and services-oriented businesses. It enables organizations to better manage key aspects of their services business, including:Project management - plan and track project tasks, issues, risks, timesheets, expensesResource management - forecast workloads and optimize resource allocationTime and...
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