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PSA software guide

PSA software statistics: every data point in this guide, sourced in one place

Key takeaways

  • This guide runs on eight chapters' worth of numbers, pulled from one place: Every proprietary and industry stat cited anywhere in this guide is collected here, with its original source.

  • Most of the data is first-party: Teamwork.com has commissioned four research reports surveying 1,000+ senior client-services leaders each, and this guide draws on all four rather than defaulting to the same one every time.

  • Public benchmarks fill the gaps proprietary research doesn't cover: Turnover cost, overservicing math, and manual reporting time all come from named, verifiable third-party sources.

  • Nothing here is invented: Every figure links back to where it came from, or is clearly flagged as a blended industry estimate where no single clean source exists.

I built this page for a specific, slightly self-interested reason: I got tired of re-explaining where a number came from every time someone on our team quoted this guide in a deck. If you're citing this guide, writing about PSA software yourself, or just want to sanity-check a number before you repeat it, this is the page.

Every other chapter in this guide uses these numbers in context, next to a specific argument. This one strips the argument away and just gives you the number and the source.

What's in this guide

This is the ninth and final chapter of Teamwork.com's PSA guide. The rest of it:

  1. What is PSA software?

  2. PSA vs. project management software

  3. When to choose PSA software

  4. Core PSA features & requirements

  5. How to choose the best PSA software

  6. PSA software examples & comparison

  7. Professional services project management software: what agencies actually need

  8. Benefits & ROI of PSA software

  9. PSA software statistics: every data point, sourced — you're here

Teamwork.com's proprietary research

Teamwork.com has commissioned four research reports, each surveying 1,000 or more senior leaders at client-services firms. These are first-party data — genuinely original numbers, not a public stat every competitor can also cite — and they're the backbone of this guide.

The Sprint to AI

Public report: teamwork.com/the-sprint-to-ai

Stat
Used in
92% of client-service leaders say their current tech is falling short
Chapter 1
Only 1% can manage data, projects, profits, and resources in a single tool
Chapter 1
58% are juggling three to five separate tools just to get the work done — we call this the "Frankenstack"
Chapter 1, Chapter 5
Resource management is a top tech failing for 42% of firms; connecting third-party tools is a top failing for 40%
Chapter 4
57% spend more time in the reporting "hamster wheel" than doing revenue-earning work
Chapter 8
50% blame their current tech stack for lost revenue or client work in the past 12 months
This guide's internal research bank; not yet quoted directly in an earlier chapter
39% don't think their tech will meet their needs within 6–12 months; 74% say the same within 18 months
This guide's internal research bank; not yet quoted directly in an earlier chapter

Six Strategic Shifts (The Client Work Report)

Public report: teamwork.com/2026-strategic-shifts

Stat
Used in
66% of senior leaders say clients are more demanding but less willing to pay
Chapter 7
The average agency spends roughly €651,000 a year on pitching
Chapter 7
23% have experienced "Clientfishing" — a prospect running a full pitch process purely to extract a better rate from their existing vendor
Chapter 7
50% say data management is their single biggest tech frustration
Chapter 3
27% say a client moving the budget mid-project is a top frustration
This guide's internal research bank; not yet quoted directly in an earlier chapter
43% are seeing shorter deliverable timelines than five years ago
This guide's internal research bank; not yet quoted directly in an earlier chapter

Value Beyond Price (How to Prove Value Beyond Price)

Public report: teamwork.com/2026-strategic-shifts/value-beyond-price

Stat
Used in
Pricing pressure is most acute in architecture, engineering, and business consulting, with agencies and accounting firms close behind
Chapter 6
Software development sees the least resistance to being paid, because its value is harder to unbundle
Chapter 6
The "old value vs. new value" reframe: PM/ops roles shift from task lists and status updates toward predictability and early risk-flagging; finance roles shift from "reporting, reporting, reporting" toward protecting margin
Chapter 2
58% say their role has changed but don't know into what
This guide's internal research bank; not yet quoted directly in an earlier chapter
Only 48% of agencies report strong confidence in their own profitability metrics
This guide's internal research bank; not yet quoted directly in an earlier chapter

Who's Winning the AI Race

Public report: teamwork.com/the-sprint-to-ai/the-ai-race

Stat
Used in
38% are just starting an AI strategy; 25% have one planned; 28% claim a complete strategy already exists
This guide's internal research bank; not yet quoted directly in an earlier chapter
Typical AI budget allocation sits at 5–10% of total tech spend
This guide's internal research bank; not yet quoted directly in an earlier chapter

Customer outcomes data

Sourced from the Teamwork.com homepage, not one of the four research reports above. It's a live, publicly checkable figure rather than an internal-only number.

Stat
Source
Used in
Customers increase billable utilization by an average of 22% in year one
teamwork.com
Chapter 8

Public and industry benchmarks used throughout this guide

Not every number in this guide is Teamwork.com's own. Where public, named research covers a claim better than our own data does, this guide uses that instead — always with a link, never with an invented source.

Stat
Source
Used in
Overservicing a retainer by 10% costs roughly six weeks of unpaid work a year
Practitioner write-up on overservicing
Chapters 1, 2, 3, 8
Manual client reporting runs roughly an hour per client, per week; a 15-client agency can lose around 60 hours a month to it
Databox's research on agency reporting
Chapters 1, 2, 3, 4, 5, 6, 7, 8
Poor time tracking costs professional services workers roughly $50,000 a year in unrecorded, unbilled revenue
Industry estimate, blended across sources, with no single clean primary source
Chapters 4, 8
Account management roles turn over at close to 28% a year; replacing someone costs a third to double their annual salary once ramp-up is counted
Gallup's research on the cost of disengagement and turnover; Indeed's turnover cost methodology
Chapters 3, 7, 8
PSA software is a distinct software category, separate from generic project management
Wikipedia's entry on professional services automation
Chapters 1, 6
Analyst-aggregated buyer reviews of PSA platforms
Gartner Reviews: professional services automation platforms
Chapters 5, 6

Verified customer results at a glance

Every customer story used in this guide is a real, named result — never a composite or an estimate. Full detail and context for each lives in the chapter that uses it.

Company
Industry
Headline result
Chapter
Community Link Consulting
Consulting
Increased billable hours and cut team burnout after moving off fragmented spreadsheets
Chapter 1
Invanity
Digital agency
Cut planning time 50%, reduced weekly workload management time 80%, improved on-time delivery 20%
Chapter 2
OIC Advisors
IT consulting
Gained 360-degree visibility across every active project; cut manual reporting time 100%
Chapter 3
SugarCRM
Enterprise SaaS
Invoicing accuracy under a 0.2% credit rate on more than $10 million in annual invoicing
Chapter 4
Impression Digital
Marketing agency
Consolidated multiple software subscriptions into one platform, cutting cost and improving transparency
Chapter 5
Norwest Engineering
Engineering
Replaced Excel-based project management with a shared, structured view of work
Chapter 6
Beyond the Chaos
PM consulting
1,000% ROI, 4x revenue growth, 6x headcount growth
Chapter 7
Strencom
IT services
Saved over four full days a week on admin; client NPS rose from the low 20s to 73
Chapter 8

Where this fits in the guide

This page doesn't argue a point the way the other eight chapters do. It exists so the numbers behind those arguments are easy to find, check, and reuse without digging back through every chapter individually.

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