# Best Professional Services Automation Software - Page 2 ## How Many Professional Services Automation Software Products Does G2 Track? **Total Products under this Category:** 143 ### Category Stats (Jul 2026) - **Average Rating:** 4.3/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Project Insight (+1.01%) - Among all products in this category, Project Insight recorded the largest rating increase compared to last month _Last updated: July 26, 2026_ ## How Does G2 Rank Professional Services Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 25,700+ Authentic Reviews - 143+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Professional Services Automation Software ![G2 Grid® for Professional Services Automation Software plotting products by satisfaction and market presence](https://www.g2.com/categories/professional-services-automation/grids.png?focus%5B%5D=929&focus%5B%5D=1532&focus%5B%5D=24829&focus%5B%5D=51154&focus%5B%5D=101553&focus%5B%5D=104559&focus%5B%5D=1646&focus%5B%5D=19175) Highlighted products: Autotask, BigTime, Planhat, CMap, Syncro, Deltek Vantagepoint, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), and SAP Cloud ERP (SAP S/4HANA Cloud). Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=autotask&focus%5B%5D=bigtime&focus%5B%5D=planhat&focus%5B%5D=cmap&focus%5B%5D=syncro&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&segment=all) **Sponsored** ### Wrike Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=156&secure%5Bchosen_at%5D=2026-07-30T02%3A37%3A21Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1382&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%3Fpage%3D2%26segment%3Dall%26selected_view%3Dtrending&secure%5Btoken%5D=4de8433f973d15f5b3cb419b46218debeccb55f5366eaa3315653cd66e182f16&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Fprofessional-services-management%2F%3Futm_medium%3Dcpc%26utm_campaign%3Dg2_paid%26utm_source%3Dg2crowd%26utm_content%3Dpsa&secure%5Burl_type%5D=paid_promos) ### [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery. **Average Rating:** 4.0/5.0 **Total Reviews:** 556 #### How Do G2 Users Rate ConnectWise PSA? - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.0/10 (Category avg: 7.9/10) - **Workflow:** 7.5/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind ConnectWise PSA? - **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise) - **Company Website:** www.connectwise.com - **Year Founded:** 1982 - **HQ Location:** Tampa, FL - **Twitter:** @ConnectWise 14,926 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website) 3,388 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** President, Network Engineer - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 66% Small, 28% Medium #### What Do G2 Reviewers Say About ConnectWise PSA? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **interface easy to use** , appreciating its simplicity and efficiency in managing tasks and tickets. - Users value the **seamless integration** with third-party software, enhancing customization and ease of use in their workflow. - Users appreciate the **extensive integrations** of ConnectWise PSA, enhancing automation and workflow across various applications. - Users appreciate the **rich feature set** of ConnectWise PSA, benefiting from comprehensive tools for management and organization. - Users appreciate the **responsive customer support** from ConnectWise PSA, enhancing their experience with effective assistance. ##### Cons - Users find the **learning curve steep** , making initial setup and adaptation to ConnectWise PSA quite challenging. - Users report **poor customer support** with slow response times and inadequate follow-up on escalated issues. - Users find **ConnectWise PSA's usability complex** , with a tedious configuration process that hampers effective management and forecasting. - Users express frustration with **missing features** in ConnectWise PSA, highlighting the need for better sales and documentation tools. - Users face significant **performance issues** with ConnectWise PSA, impacting workflow and overall satisfaction with the software. #### What Are Recent G2 Reviews of ConnectWise PSA? **["Efficient Tool That Simplifies Daily Tasks"](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)** **Rating:** 5.0/5.0 stars _— Imran I._ [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815) **["Great PSA system is you take the time to set it up according to your needs"](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)** **Rating:** 4.5/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759) #### What Are G2 Users Discussing About ConnectWise PSA? - [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for) - [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for) - [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment - [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control) - [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client) ### [SuiteProjects Pro](https://www.g2.com/products/suiteprojects-pro/reviews) NetSuite SuiteProjects Pro (formerly known as NetSuite OpenAir) is a Professional Services Automation (PSA) solution that supports the full project delivery lifecycle including planning, resourcing, budgeting, activity tracking, and billing allowing you to gain data-driven, real-time visibility and anytime, anywhere access to project information and performance. With NetSuite SuiteProjects Pro, you can Automate Project billing and invoicing, improve decision-making, and achieve greater insights and monitoring of how projects are performing. OPTIMIZED RESOURCE MANAGEMENT Maintain tighter control of your operations with drag-and-drop resource management tools that allow managers to quickly deploy resources to projects according to job needs, employee skills, experience, and availability to increase resource utilization. IMPROVED PROJECT PROFITABILITY Make it easy to update and report on project status; giving visibility to project analytics such as performance metrics, and budget versus actuals in real-time, using easy-to-read graphs and reports to optimize price, billing rates, and staffing for overall project profitability. COMPLETE PROJECT FINANCIALS Connect project activities with company financials and improve cashflow management with Invoice creation that is streamlined and accurate to reduce Days Sales Outstanding (DSO) and ensure precise accounting and billing throughout the project lifecycle. INCREASED PRODUCTIVITY Automate the entire time and expense reimbursement cycle and boost efficiency by submitting time and expenses from anywhere that is automatically tied to project accounting. With mobile, access from anywhere to stay informed with project status and capture and approve detailed time and expense information. GREATER INSIGHTS AND MONITORING Keep all your data in one centralized location for better visibility and insight into how your projects and organization are performing with robust reporting and analytical tools that can integrate into company financials. **Average Rating:** 3.7/5.0 **Total Reviews:** 225 #### How Do G2 Users Rate SuiteProjects Pro? - **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.5/10 (Category avg: 7.9/10) - **Workflow:** 8.6/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind SuiteProjects Pro? - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Company Website:** www.oracle.com - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle 827,997 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website) 208,078 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Medium, 29% Large #### What Do G2 Reviewers Say About SuiteProjects Pro? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of SuiteProjects Pro, allowing efficient project management and task assignments. - Users value the **intuitive nature** of SuiteProjects Pro, facilitating effective governance and resource management for project managers. - Users appreciate the **invoicing capabilities** of SuiteProjects Pro, facilitating easy tracking of billable hours for clients. - Users appreciate the **stable platform and robust project management features** of SuiteProjects Pro for efficient task handling. - Users appreciate the **reporting efficiency** of SuiteProjects Pro, benefiting from enhanced insights without sacrificing usability. ##### Cons - Users encounter **bug issues** with the UI, making it finicky and sometimes unresponsive, which detracts from the experience. - Users find the **interface complex** , highlighting the need for a more flexible reporting feature and better integration. - Users face a **difficult setup** initially, but the software proves effective for enterprise project management once configured. - Users find the **initial learning curve and setup complexity** challenging, but the system performs well once established. - Users note the **missing features** in SuiteProjects Pro, wishing for enhanced flexibility and AI integration options. #### What Are Recent G2 Reviews of SuiteProjects Pro? **["Intuitive Project Management with Powerful Enterprise Features"](https://www.g2.com/survey_responses/suiteprojects-pro-review-11734813)** **Rating:** 4.5/5.0 stars _— Verified User in Human Resources_ [Read full review](https://www.g2.com/survey_responses/suiteprojects-pro-review-11734813) **["A useful app for resource planning. It should have AI features"](https://www.g2.com/survey_responses/suiteprojects-pro-review-9068743)** **Rating:** 4.0/5.0 stars _— Erick V._ [Read full review](https://www.g2.com/survey_responses/suiteprojects-pro-review-9068743) #### What Are G2 Users Discussing About SuiteProjects Pro? - [What is OpenAir PSA used for?](https://www.g2.com/discussions/what-is-openair-psa-used-for) - [What does OpenAir PSA do?](https://www.g2.com/discussions/what-does-openair-psa-do) - [What is NetSuite PSA?](https://www.g2.com/discussions/what-is-netsuite-psa) - [What is NetSuite OpenAir?](https://www.g2.com/discussions/what-is-netsuite-openair) - [What is OpenAir software?](https://www.g2.com/discussions/what-is-openair-software) ### [Deltek Replicon Time](https://www.g2.com/fr/products/deltek-replicon-time/reviews) Deltek Replicon Time est un logiciel d'intelligence temporelle alimenté par l'IA qui aide les entreprises basées sur des projets à récupérer les heures facturables manquées, à réduire les fuites de revenus et à accélérer les cycles de facturation. Il unifie la capture du temps de projet, la gestion de la main-d'œuvre, les congés et la conformité du travail dans une application configurable basée sur le cloud — faisant partie de la plateforme Deltek. ZeroTime™, alimenté par Dela, capture automatiquement le temps à partir de plus de 100 applications de travail et traduit l'activité en feuilles de temps précises, prêtes à être soumises. Idéal pour : Les entreprises basées sur des projets — des cabinets de conseil en croissance aux entreprises mondiales — gérant des équipes distribuées, des modèles de facturation complexes et des réglementations du travail en évolution dans plusieurs régions. Cas d'utilisation :  Suivez automatiquement les heures facturables des projets pour améliorer les marges et accélérer la facturation  Gérez la présence de la main-d'œuvre, les horaires, les heures supplémentaires et les calculs de paie brute en un seul endroit  Naviguez dans la conformité du travail dans plus de 145 juridictions dans plus de 75 pays en utilisant des règles préconfigurées  Consolidez les systèmes de suivi du temps déconnectés en une application unique et évolutive  Capturez les dépenses de projet et mappez-les aux emplois pour une facturation et un remboursement à temps Caractéristiques clés :  Feuilles de temps intelligentes ZeroTime™ — capture du temps alimentée par l'IA à partir de plus de 100 applications de travail  Suivi du temps de projet configurable avec des flux de travail d'approbation flexibles  Conformité mondiale du travail avec des règles préconfigurées pour les heures supplémentaires, les pauses, les congés et la paie brute  CloudClock avec reconnaissance faciale et commandes vocales pour les équipes de terrain et de première ligne  Gestion de la main-d'œuvre — administration de la présence, des horaires et des congés  Intégration transparente avec les systèmes ERP, CRM, HCM, de paie et de gestion de projet  Analytique avancée avec tableaux de bord personnalisés, rapports et connexions à Tableau et Power BI Pourquoi les entreprises basées sur des projets choisissent Replicon Time :  L'IA capture chaque heure facturable pour que les revenus cessent de passer entre les mailles du filet. ZeroTime™ remplit automatiquement les feuilles de temps à partir de plus de 100 applications de travail — éliminant la course de fin de semaine et récupérant les heures que l'entrée manuelle manque.  Une application remplace les systèmes de suivi du temps fragmentés à travers l'entreprise. Replicon Time réunit le temps de projet, la gestion de la main-d'œuvre, les congés et la conformité — réduisant les silos et diminuant les erreurs manuelles à la source.  Les équipes mondiales restent conformes sans ajouter de surcharge opérationnelle. Les règles préconfigurées couvrent les lois du travail dans plus de 145 juridictions dans plus de 75 pays, avec une validation intelligente et des pistes d'audit complètes intégrées. Utilisé par : Les services professionnels, le conseil, les contrats gouvernementaux et les entreprises technologiques — des entreprises de taille moyenne aux Fortune 500 — gérant des projets complexes et des effectifs distribués à l'échelle mondiale. Replicon Time est autorisé FedRAMP Moderate et prend en charge plus de 30 langues et plusieurs devises. Soutenu par plus de 25 ans de leadership dans l'industrie du suivi du temps et de la gestion de la main-d'œuvre. **Average Rating:** 4.3/5.0 **Total Reviews:** 776 #### How Do G2 Users Rate Deltek Replicon Time? - **the product a-t-il été un bon partenaire commercial?:** 8.9/10 (Category avg: 8.8/10) - **Rendement du portefeuille:** 7.1/10 (Category avg: 7.9/10) - **Workflow:** 7.9/10 (Category avg: 8.4/10) - **Quel est le retour sur investissement estimé par votre organisation pour the product (délai de rentabilité en mois)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Deltek Replicon Time? - **Vendeur:** [Deltek](https://www.g2.com/fr/sellers/deltek) - **Site Web de l'entreprise:** www.deltek.com - **Année de fondation:** 1983 - **Emplacement du siège social:** Herndon, VA - **Twitter:** @Deltek 6,574 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=958c4daad13b3f388e84895516e4bbb91fcac55b1ad5c1e3a86b8af357adbfba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163414%2F&secure%5Burl_type%5D=linkedin_company_website) 4,828 employés sur LinkedIn® #### Who Uses This Product? - **Who Uses This:** Contrôleur, Responsable de bureau - **Top Industries:** Technologie de l'information et services, Logiciels informatiques - **Company Size:** 43% Medium, 41% Small #### What Do G2 Reviewers Say About Deltek Replicon Time? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs apprécient la **facilité d'utilisation** de Deltek Replicon Time, citant son interface simple et sa navigation rapide. - Les utilisateurs apprécient le **suivi du temps simple** de Deltek Replicon Time, simplifiant la gestion de projet et l'organisation. - Les utilisateurs apprécient l' **interface conviviale** de Deltek Replicon Time, permettant un suivi et une gestion efficaces des projets et du temps. - Les utilisateurs louent l' **efficacité** de Deltek Replicon Time, rationalisant la gestion de projet et le suivi du temps sans effort. - Les utilisateurs apprécient le **support client excellent** de Deltek Replicon Time, notant des résolutions rapides et un service exceptionnel. ##### Cons - Les utilisateurs rencontrent des **problèmes de rapport** avec Deltek Replicon Time, impactant l'exactitude et les options de personnalisation dans leur expérience. - Les utilisateurs expriment leur frustration face aux **options de personnalisation limitées** dans Deltek Replicon, ce qui entrave leur capacité à adapter le système efficacement. - Les utilisateurs trouvent que la **gestion des données** est insuffisante, avec des problèmes tels que des feuilles de temps vides et des journaux peu utiles. - Les utilisateurs trouvent que la **, notant que la configuration initiale et les fonctionnalités de rapport peuvent être complexes.** - Les utilisateurs trouvent que les **fonctionnalités limitées** de Deltek Replicon Time entravent une organisation efficace et un reporting précis. #### What Are Recent G2 Reviews of Deltek Replicon Time? **["Interface utilisateur simple et basée sur le web que vous pouvez accéder de n'importe où"](https://www.g2.com/fr/survey_responses/deltek-replicon-time-review-13029867)** **Rating:** 4.5/5.0 stars _— Chris P._ [Read full review](https://www.g2.com/fr/survey_responses/deltek-replicon-time-review-13029867) **["Gestion du temps intuitive qui augmente la productivité et réduit les erreurs de facturation"](https://www.g2.com/fr/survey_responses/deltek-replicon-time-review-12832319)** **Rating:** 4.0/5.0 stars _— Ryan K._ [Read full review](https://www.g2.com/fr/survey_responses/deltek-replicon-time-review-12832319) #### What Are G2 Users Discussing About Deltek Replicon Time? - [À quoi sert Replicon PSA ?](https://www.g2.com/fr/discussions/what-is-replicon-psa-used-for) - 1 comment - [What does Replicon PSA do?](https://www.g2.com/fr/discussions/what-does-replicon-psa-do) - [Qu'est-ce qu'un outil PSA ?](https://www.g2.com/fr/discussions/what-is-a-psa-tool) - 1 comment - [Qu'est-ce qu'un PSA en technologie ?](https://www.g2.com/fr/discussions/what-is-a-psa-in-technology) - 2 comments - [Qu'est-ce que le logiciel Replicon ?](https://www.g2.com/fr/discussions/what-is-replicon-software) - 2 comments ### [Ruddr Professional Services Automation](https://www.g2.com/products/ruddr-professional-services-automation/reviews) Ruddr is an AI-native Professional Services Automation (PSA) platform that helps professional services organizations manage project delivery, resource planning, financial operations, and business performance in a single system. The platform is designed for consulting firms, agencies, IT services companies, and other project-based organizations with 20 to 2,000 billable employees. Our software supports the full professional services lifecycle, including client management, project planning, budgeting, task management, resource allocation, time and expense tracking, invoicing, revenue recognition, forecasting, utilization tracking, gross margin analysis, and KPI reporting. The platform also supports more than 150 global currencies, making it suitable for firms operating across multiple regions, subsidiaries, and distributed teams. Ruddr Intelligence, the platform’s embedded AI functionality, enables users to analyze operational data, generate reports and visualizations, answer business questions, and identify trends using natural language prompts. Teams can use AI-powered workflows to reduce manual reporting, improve visibility into project and financial performance, and support faster operational decision-making. Users can also create downloadable custom reports and generate data visualizations for executive reporting and planning. Ruddr is designed to provide enterprise-level functionality with an intuitive user experience and flexible deployment options for growing and established services organizations that need operational visibility, financial oversight, and scalable project management capabilities. Key capabilities include: - Project management, budgeting, forecasting, and resource management - Time tracking, expense management, invoicing, and revenue recognition - AI-powered reporting, analytics, and operational insights through Ruddr Intelligence - Support for multi-currency operations and global professional services teams - Flexible subscription options with monthly or annual billing and free licenses for non-billable users **Average Rating:** 4.6/5.0 **Total Reviews:** 350 #### How Do G2 Users Rate Ruddr Professional Services Automation? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.9/10 (Category avg: 7.9/10) - **Workflow:** 8.8/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 9.2/10 (Category avg: 10/10) #### Who Is the Company Behind Ruddr Professional Services Automation? - **Seller:** [Ruddr](https://www.g2.com/sellers/ruddr) - **Company Website:** www.ruddr.com - **Year Founded:** 2018 - **HQ Location:** Atlanta, Georgia, United States - **Twitter:** @RuddrHQ 52 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1295b76bf75bdaf880ab7388abaaf3de170d3eb1a9ca08e529134881839cd3be&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fruddr&secure%5Burl_type%5D=linkedin_company_website) 24 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Software Engineer, Account Coordinator - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 52% Small, 45% Medium #### What Do G2 Reviewers Say About Ruddr Professional Services Automation? _AI-generated summary from verified user reviews_ ##### Pros - Users emphasize the **ease of use** of Ruddr Professional Services Automation, appreciating its intuitive interface and quick deployment. - Users commend the **efficiency of time tracking** in Ruddr, enjoying its intuitive interface and seamless integration. - Users love the **intuitive interface** of Ruddr, enhancing project management and simplifying resource allocation effortlessly. - Users praise the **clean and intuitive interface** of Ruddr, which enhances project management and time tracking efficiency. - Users appreciate the **excellent customer support** from Ruddr, enhancing their overall experience and satisfaction. ##### Cons - Users express a need for improved **report customization** options in Ruddr, highlighting limitations in filtering and exporting data. - Users find **missing features** in Ruddr, such as limited PTO approval and inadequate project management tools, frustrating. - Users note the **limited features** of Ruddr, which can hinder customization and functionality for certain tasks. - Users find the **learning curve steep** for Ruddr Professional Services Automation, especially for first-time setup and advanced features. - Users note the **limited customization** options for reports and dashboards, hindering efficient project management and invoicing. #### What Are Recent G2 Reviews of Ruddr Professional Services Automation? **["Intuitive Time Logging and Clear Reporting for Better Team Transparency"](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12907642)** **Rating:** 5.0/5.0 stars _— Keila G._ [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12907642) **["Affordable Ruddr with Excellent Support, Clear ROI, and Seamless QuickBooks Online Sync"](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-13093498)** **Rating:** 5.0/5.0 stars _— Denise L._ [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-13093498) #### What Are G2 Users Discussing About Ruddr Professional Services Automation? - [What is Ruddr used for?](https://www.g2.com/discussions/what-is-ruddr-used-for) - 1 comment ### [Kytes](https://www.g2.com/fr/products/kytes/reviews) Kytes PSA est un type de solution logicielle d'automatisation des services professionnels (PSA) conçue pour aider les organisations à numériser et automatiser leurs opérations de projet de bout en bout. Ce logiciel innovant est particulièrement adapté aux industries telles que l'informatique/ITES, les produits pharmaceutiques/sciences de la vie, GCC, les services professionnels et le conseil, ce qui en fait un choix idéal pour les entreprises cherchant à rationaliser leurs livraisons de projets et à améliorer leur cycle de développement de produits. Le public cible de Kytes PSA comprend les chefs de projet, les chefs d'équipe et les cadres dans les secteurs qui nécessitent une gestion de projet efficace et une excellence opérationnelle. En fournissant une plateforme complète qui intègre diverses fonctionnalités de gestion de projet, Kytes PSA permet aux équipes de travailler à la fois de manière indépendante et collaborative. Cette flexibilité est essentielle pour les organisations qui doivent s'adapter aux exigences changeantes des projets et s'assurer que tous les membres de l'équipe sont alignés sur les objectifs du projet. Les principales caractéristiques de Kytes PSA incluent des capacités d'automatisation avancées, qui réduisent considérablement le temps passé sur les tâches manuelles, permettant ainsi aux équipes de se concentrer sur des initiatives stratégiques. Le logiciel améliore l'excellence opérationnelle en fournissant des informations et des analyses en temps réel, aidant les organisations à prendre des décisions éclairées basées sur des métriques basées sur les données. De plus, la plateforme maintient les normes de conformité et de sécurité les plus élevées, garantissant que les informations sensibles sur les projets sont protégées tout en respectant les réglementations de l'industrie. L'un des avantages remarquables de Kytes PSA est sa capacité à optimiser efficacement les ressources. En automatisant les processus de routine et en fournissant des outils pour une meilleure allocation des ressources, les organisations peuvent réduire les coûts et améliorer l'efficacité globale. En outre, le logiciel soutient le développement d'une culture de gestion de projet robuste au sein des organisations, favorisant un environnement collaboratif qui encourage l'innovation et l'amélioration continue. Cela non seulement augmente les revenus et les marges, mais positionne également les organisations pour un succès à long terme dans un paysage concurrentiel. En résumé, Kytes PSA est un outil puissant qui permet aux organisations d'améliorer leurs capacités de gestion de projet. En se concentrant sur une approche centrée sur les personnes et en tirant parti de l'automatisation activée par l'IA, Kytes PSA se distingue comme une solution complète pour les entreprises visant à améliorer leurs opérations de projet et à atteindre une plus grande efficacité opérationnelle. **Average Rating:** 4.4/5.0 **Total Reviews:** 70 #### How Do G2 Users Rate Kytes? - **the product a-t-il été un bon partenaire commercial?:** 9.5/10 (Category avg: 8.8/10) - **Rendement du portefeuille:** 8.7/10 (Category avg: 7.9/10) - **Workflow:** 9.3/10 (Category avg: 8.4/10) - **Quel est le retour sur investissement estimé par votre organisation pour the product (délai de rentabilité en mois)?:** 7.5/10 (Category avg: 10/10) #### Who Is the Company Behind Kytes? - **Vendeur:** [Kytes](https://www.g2.com/fr/sellers/kytes) - **Site Web de l'entreprise:** www.kytes.com - **Année de fondation:** 2006 - **Emplacement du siège social:** Pune, Maharashtra - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79804668b80467f79f309f15d96adfa6e3c8021e21edfa9df200af351d24ac5c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproductdossier-solutions-india-pvt-ltd%2F&secure%5Burl_type%5D=linkedin_company_website) 171 employés sur LinkedIn® #### Who Uses This Product? - **Top Industries:** Technologie de l'information et services, Logiciels informatiques - **Company Size:** 57% Medium, 27% Large #### What Do G2 Reviewers Say About Kytes? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs louent la **facilité d'utilisation** de Kytes, soulignant son interface intuitive et son processus de mise en œuvre fluide. - Les utilisateurs apprécient les fonctionnalités de **gestion de projet complète** de Kytes, appréciant sa gestion centralisée des ressources et des tâches. - Les utilisateurs apprécient les fonctionnalités de **suivi de projet complet** de Kytes, améliorant l'expérience de gestion de projet et de support. - Les utilisateurs apprécient les capacités de **gestion complète des ressources** de Kytes, améliorant la livraison des projets et la visibilité à travers les projets. - Les utilisateurs apprécient la **collaboration d'équipe efficace** dans Kytes, améliorant la gestion de projet et le support tout au long du processus. ##### Cons - Les utilisateurs éprouvent des **temps de chargement lents** pour les rapports et les téléchargements de fichiers, ce qui entraîne de la frustration et des plantages occasionnels. - Les utilisateurs rencontrent une **performance lente** lors de la génération de rapports et des téléchargements de fichiers, ce qui impacte l'efficacité et l'expérience globales. - Les utilisateurs rencontrent une **avec Kytes en raison de mises en page déroutantes, bien que le support soit utile.** - Les utilisateurs ont noté des **options de reporting limitées** et d'intégration, suggérant le besoin de meilleures analyses et visualisations de données. - Les utilisateurs trouvent les **fonctionnalités manquantes** telles que les rapports limités et l'intégration AI/ML frustrantes et limitantes. #### What Are Recent G2 Reviews of Kytes? **["Intégration conviviale, sans faille et support fiable"](https://www.g2.com/fr/survey_responses/kytes-review-12532829)** **Rating:** 4.5/5.0 stars _— Aditi J._ [Read full review](https://www.g2.com/fr/survey_responses/kytes-review-12532829) **["Essentiel pour la gestion de projet à forte consommation de ressources"](https://www.g2.com/fr/survey_responses/kytes-review-12532967)** **Rating:** 4.0/5.0 stars _— Sourabh H._ [Read full review](https://www.g2.com/fr/survey_responses/kytes-review-12532967) #### What Are G2 Users Discussing About Kytes? - [À quoi sert TouchBase ?](https://www.g2.com/fr/discussions/what-is-touchbase-used-for) - 1 comment, 1 upvote ### [Magnetic](https://www.g2.com/products/magnetic-software-magnetic/reviews) Magnetic is an all-in-one workflow management platform specifically designed for professional services firms. This comprehensive software solution integrates essential project management functionalities into a single, user-friendly system. It encompasses a wide range of capabilities, including account management, business development, traffic management, project management, project finances, time tracking, billing, HR management, and resource scheduling. By consolidating these critical tools, Magnetic aims to streamline operations and enhance productivity within professional services environments. Targeted primarily at professional services firms, Magnetic serves a diverse audience that includes project managers, team leaders, and executives seeking to optimize their workflow processes. The platform is particularly beneficial for organizations that handle multiple projects simultaneously and require a cohesive system to manage various aspects of their operations. With its robust features, Magnetic is well-suited for firms in sectors such as consulting, marketing, and design, where effective project management is crucial for success. One of the standout features of Magnetic is its ability to provide a comprehensive overview of business operations. Users can access key sales metrics, profitability reports, resource availability, and time allocation from any location and at any time. This level of visibility allows teams to make informed decisions quickly, ensuring that projects remain on track and within budget. The platform also facilitates better communication and collaboration among team members, as everyone has access to the same up-to-date information. In addition to its project management capabilities, Magnetic offers tools for time tracking and billing, which are essential for maintaining accurate financial records and ensuring that clients are billed correctly. The HR management feature allows firms to efficiently manage their workforce, including scheduling resources and tracking employee performance. By integrating these functionalities, Magnetic helps firms reduce administrative burdens and focus on delivering high-quality services to their clients. Overall, Magnetic stands out in the workflow management category by providing a comprehensive, all-in-one solution tailored to the unique needs of professional services firms. Its emphasis on visibility, efficiency, and collaboration empowers organizations to optimize their operations, ultimately leading to improved project outcomes and client satisfaction. **Average Rating:** 4.4/5.0 **Total Reviews:** 69 #### How Do G2 Users Rate Magnetic? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.8/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 8.3/10 (Category avg: 10/10) #### Who Is the Company Behind Magnetic? - **Seller:** [Magnetic Software](https://www.g2.com/sellers/magnetic-software) - **Company Website:** www.magnetic.app - **Year Founded:** 2010 - **HQ Location:** London, UK - **Twitter:** @magnetichq 288 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e3acdef9b341dafaef5eea56eb38e9baa871c038a0ba69d5e727bd2a1ead45cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmagnetic-software%2F&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Manager - **Top Industries:** Marketing and Advertising - **Company Size:** 80% Small, 14% Medium #### What Do G2 Reviewers Say About Magnetic? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Magnetic, enjoying seamless integration and intuitive workflows for better collaboration. - Users appreciate the **seamless financial management** of Magnetic, enhancing efficiency and visibility for their projects and tasks. - Users appreciate the **effective time tracking** of Magnetic, allowing for clear oversight of billable hours and project management. - Users praise the **excellent customer support** from Magnetic, noting their quick response and helpful assistance. - Users appreciate the **project tracking** capabilities of Magnetic, enhancing efficiency and clarity across teams. ##### Cons - Users note a **steep learning curve** for Magnetic, requiring training to fully utilize its features effectively. - Users note **access limitations** , as certain features lack customization and some workflows require extra steps, affecting usability. - Users find the **task management challenging and rigid** , especially with complex workflows and nested sub-tasks. - Users experience **bug issues** after updates, impacting task completion and overall functionality negatively. - Users find the **difficult navigation** of Magnetic's task management features challenging and time-consuming to master. #### What Are Recent G2 Reviews of Magnetic? **["Reliable and Easy to Use"](https://www.g2.com/survey_responses/magnetic-review-12752668)** **Rating:** 4.5/5.0 stars _— Gerald M._ [Read full review](https://www.g2.com/survey_responses/magnetic-review-12752668) **["Magnetic - Quanita Sideris"](https://www.g2.com/survey_responses/magnetic-review-12754755)** **Rating:** 4.0/5.0 stars _— Quanita S._ [Read full review](https://www.g2.com/survey_responses/magnetic-review-12754755) #### What Are G2 Users Discussing About Magnetic? - [What is Magnetic used for?](https://www.g2.com/discussions/what-is-magnetic-used-for) ### [PSOHUB.](https://www.g2.com/products/psohub/reviews) PSOhub is PSA software purpose-built for professional services organizations: IT firms, consultancies, marketing agencies, and financial services teams. It covers the entire delivery cycle in one connected platform, from quoting and project management through resource and capacity planning, time and expense tracking, and invoicing. Built by a founding team with over 30 years of combined experience in professional services, and trusted by organizations across 40+ countries. From quote to project When a quote is accepted, the project is ready to start. Tasks are structured, budgets are set, and the team is assigned. Project managers get a real-time view of task progress, budget burn, and margin at every stage, so there are no surprises at month-end. Most professional services teams run 6 to 10 separate tools. PSOhub replaces that stack so data flows without manual handovers at every step. Resource and capacity planning The AI scheduling layer automatically assigns and reschedules resources based on skills, live capacity, and current utilization. When someone hits full utilization, the system flags it and suggests moving tasks to another team member with headroom. Keeping utilization high without blowing deadlines used to mean constant manual oversight. With PSOhub, it largely handles itself. Time and expense tracking Time and expenses connect directly to each project's budget and contract type. Whether billing fixed-fee, time and material, or retainer, hours log against the right scope and invoices generate without a manual reconciliation step. AI project and risk management The AI Copilot generates a full project plan, including financials, team assignment, and timeline, in around 10 seconds, drawing on the organization's own historical data rather than generic benchmarks. It monitors margins continuously, flags scope creep early, including situations like a senior consultant logging hours on a junior task, and generates risk assessments with concrete recommended actions. Integrations For teams using HubSpot as their CRM, a native two-way integration connects closed deals directly to projects, with time logs flowing back to the CRM. Also integrates with SAP Business One, QuickBooks, Xero, and Salesforce. Works for organizations of 10 to 1,000+. **Average Rating:** 4.2/5.0 **Total Reviews:** 209 #### How Do G2 Users Rate PSOHUB.? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.3/10 (Category avg: 7.9/10) - **Workflow:** 7.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind PSOHUB.? - **Seller:** [PSOHUB.](https://www.g2.com/sellers/psohub) - **Company Website:** www.psohub.com - **Year Founded:** 2020 - **HQ Location:** Bussum, North Holland, Netherlands - **Twitter:** @PSOhub 38 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13f7227629e1c422bd6cab61cd405ebde76102a60ebe9d34ce9b65de97b3cd79&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64996832%2F&secure%5Burl_type%5D=linkedin_company_website) 16 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 66% Small, 32% Medium #### What Do G2 Reviewers Say About PSOHUB.? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of PSOhub, highlighting its smooth navigation and efficient project management capabilities. - Users praise the **easy time tracking** and streamlined project management of PSOhub, enhancing efficiency and productivity. - Users appreciate the **ease of use** of PSOHUB, benefiting from its intuitive interface and efficient project management. - Users value the **ease of project tracking** with PSOHUB, appreciating its intuitive interface and time-saving capabilities. - Users love the **intuitive interface** of PSOHUB, making task organization and time tracking straightforward and efficient. ##### Cons - Users find PSOHUB **not intuitive** , struggling with navigation and feature understanding without proper guidance. - Users find the **limited customization** options in PSOHUB restricting, affecting their ability to tailor the system effectively. - Users experience **limited features** in PSOhub, especially in customization and connectivity, hindering overall usability and efficiency. - Users face **time tracking issues** with PSOHUB that complicate task management and hinder progress visibility. - Users find the **complex usability** of PSOHUB challenging initially, requiring time and support to navigate effectively. #### What Are Recent G2 Reviews of PSOHUB.? **["PSOHUB Boosts Productivity with Intuitive Drag-and-Drop and Real-Time Collaboration"](https://www.g2.com/survey_responses/psohub-review-12819605)** **Rating:** 5.0/5.0 stars _— Muhammad Ganda R._ [Read full review](https://www.g2.com/survey_responses/psohub-review-12819605) **["PSOhub: All-in-One Project Management That Boosts Team Productivity"](https://www.g2.com/survey_responses/psohub-review-12754483)** **Rating:** 4.5/5.0 stars _— M. Arghian T._ [Read full review](https://www.g2.com/survey_responses/psohub-review-12754483) #### What Are G2 Users Discussing About PSOHUB.? - [What is PSOHUB. used for?](https://www.g2.com/discussions/what-is-psohub-used-for) ### [COR](https://www.g2.com/products/cor/reviews) Running an agency means juggling projects, people, and profit margins — all at once. Most tools help you track work. COR helps you protect your profitability. COR is the Profit Operating System for modern agencies. Built for the way agency teams actually operate, COR gives you real-time visibility into where your margins are going, before it's too late to act. What makes COR different: Profit-first, not just project-first. While other platforms focus on task management, COR tracks what actually matters: margin per project, per client, per team. Know your profitability at a glance — no spreadsheets, no surprises. AI governance that actually works. COR orchestrates humans and AI agents with the controls your agency needs — smart workload recommendations, automated time tracking, and predictive forecasting that tells you where you'll land before you get there. Benchmarks that give you an edge. COR's platform surfaces industry benchmarks so you know how your agency stacks up — and where your biggest opportunities for improvement are. Data-driven decisions, built into your daily workflow. Whether you're a 40-person agency or a 200-person network agency, COR gives you the clarity and confidence to scale profitably. Finally — one platform where your projects, your people, and your profits all live together. **Average Rating:** 4.4/5.0 **Total Reviews:** 107 #### How Do G2 Users Rate COR? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.8/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind COR? - **Seller:** [COR](https://www.g2.com/sellers/cor) - **Company Website:** www.projectcor.com - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @COR 869 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=764cbde71b0281a48ca587a639a03a68d14f5927b249a09ed57445e864265503&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproject-cor%2F&secure%5Burl_type%5D=linkedin_company_website) 285 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Public Relations and Communications - **Company Size:** 49% Medium, 48% Small #### What Are Recent G2 Reviews of COR? **["COR provides operational visibility and solid data for transparent decisions"](https://www.g2.com/survey_responses/cor-review-12684086)** **Rating:** 5.0/5.0 stars _— Carlos M._ [Read full review](https://www.g2.com/survey_responses/cor-review-12684086) **["Streamlined Compliance for German SME Clients"](https://www.g2.com/survey_responses/cor-review-13067219)** **Rating:** 4.0/5.0 stars _— Hiren B._ [Read full review](https://www.g2.com/survey_responses/cor-review-13067219) #### What Are G2 Users Discussing About COR? - [What advice would you give to companies considering COR for project management?](https://www.g2.com/discussions/what-advice-would-you-give-to-companies-considering-cor-for-project-management) - [What is COR used for?](https://www.g2.com/discussions/what-is-cor-used-for) ### [Resource Management by Smartsheet](https://www.g2.com/products/resource-management-by-smartsheet/reviews) Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help. **Average Rating:** 4.0/5.0 **Total Reviews:** 139 #### How Do G2 Users Rate Resource Management by Smartsheet? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.3/10 (Category avg: 7.9/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Resource Management by Smartsheet? - **Seller:** [Smartsheet](https://www.g2.com/sellers/smartsheet) - **Year Founded:** 2005 - **HQ Location:** Bellevue, WA - **Twitter:** @Smartsheet 26,366 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76edc1e5add1efea54679a7a2f12427f0ba248d86f5969d11ccde60017e80015&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167700%2F&secure%5Burl_type%5D=linkedin_company_website) 4,022 employees on LinkedIn® - **Ownership:** NYSE: SMAR #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Design, Marketing and Advertising - **Company Size:** 51% Small, 40% Medium #### What Do G2 Reviewers Say About Resource Management by Smartsheet? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Resource Management by Smartsheet enhances workflow efficiency and simplifies tasks. - Users value the **seamless integrations** of Resource Management, streamlining workflows and enhancing collaboration across tools and projects. - Users value the **intuitive project tracking** features, enhancing visibility over workloads and team commitments seamlessly. - Users value the **automation features** in Resource Management, enhancing efficiency and streamlining project workflows effectively. - Users appreciate the **easy integration** of Resource Management by Smartsheet, enhancing collaboration and streamlining workflows seamlessly. ##### Cons - Users face **access limitations** that hinder workflow, making updates and navigation excessively tedious and frustrating. - Users face **license requirements and reporting constraints** that limit the effectiveness of Smartsheet's resource management features. - Users find **billing issues** frustrating, compounded by the system's high costs and limited functionality for managing tasks. - Users face **inaccurate data** issues due to unreliable time tracking and glitchy scheduling, complicating resource management. - Users find **inadequate reporting** capabilities in Resource Management, leading to challenges in detailed task management. #### What Are Recent G2 Reviews of Resource Management by Smartsheet? **["Resource Management tool"](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146)** **Rating:** 4.5/5.0 stars _— Angie L._ [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146) **["Effective Resource Planning with Setup Hiccups"](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444)** **Rating:** 4.0/5.0 stars _— Aditya A._ [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444) #### What Are G2 Users Discussing About Resource Management by Smartsheet? - [What is Resource Management by Smartsheet used for?](https://www.g2.com/discussions/what-is-resource-management-by-smartsheet-used-for) ### [Projectworks](https://www.g2.com/products/projectworks/reviews) Grow your firm, and your impact.
 Projectworks is AI-powered, operator-built professional services automation software for consulting firms that want to grow and make a difference. Bringing deals, proposals, time tracking, resourcing, invoicing, and forecasting together in one platform, it gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. Projectworks was built by consultants who know what it’s like to lose hours to spreadsheets and billing chaos. Designed specifically for engineering, architecture, software development, and management consulting, it’s professional services automation (PSA) software that gets experts out of the admin grind and back to the work that matters. Our cloud-based PSA tool brings together everything your business needs to plan, track, forecast, and grow. By automating time tracking, expense tracking, resource planning, project financials, and real-time reporting, Projectworks frees your people to focus on solving the world’s hardest problems - not wrestling with manual processes. On average, Projectworks users grow 20% in their first year. Connect Projectworks with your existing stack - including Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, HubSpot, and Salesforce - to eliminate double handling, align your data, and operate with confidence. We’ll help you set up for success with expert data migration, comprehensive training, and responsive ongoing support. Key features Time tracking software Easy, accurate timesheets that actually get filled out. Simplify project time tracking and keep billing up to date with integrated time management software for consultants. Expense tracking Track project spend against budget with simple, mobile-friendly expense submission. Sync approved expenses directly to Xero as bills to pay. Resource management software Plan and allocate resources effectively. See availability, utilization, and capacity in real time with powerful resource planning tools that make project delivery predictable. Revenue forecasting & project profitability Combine financial and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions. Invoicing automation Create pre-populated invoices that sync seamlessly with Xero, reducing admin and helping you get paid faster. Reporting & insights Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams. Integrations Connect your favorite tools and run your firm on a unified project management and financial reporting platform. Get a 10% discount on annual subscriptions. **Average Rating:** 4.5/5.0 **Total Reviews:** 214 #### How Do G2 Users Rate Projectworks? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 9.2/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Projectworks? - **Seller:** [Projectworks](https://www.g2.com/sellers/projectworks) - **Company Website:** projectworks.com - **Year Founded:** 2019 - **HQ Location:** San Mateo, California - **Twitter:** @projectworksltd 28 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ded13ee67e43f9892400d783058626dcfbb1403911721452555eb55774b06978&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectworks-io%2F&secure%5Burl_type%5D=linkedin_company_website) 77 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Director - **Top Industries:** Information Technology and Services, Consulting - **Company Size:** 65% Small, 33% Medium #### What Do G2 Reviewers Say About Projectworks? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Projectworks, finding the interface intuitive and supportive for their needs. - Users appreciate the **centralized and streamlined project management** of Projectworks, enhancing efficiency across multiple regions. - Users highly value the **user-friendly interface** of Projectworks, enhancing day-to-day operations and improving overall efficiency. - Users appreciate the **intuitive user interface** of Projectworks, enhancing efficiency and collaboration across diverse teams. - Users praise Projectworks for its **comprehensive features** that streamline management and enhance decision-making across multiple regions. ##### Cons - Users find the **limited features** in Projectworks restrict project management capabilities and integration flexibility. - Users find **missing invoicing features** frustrating, necessitating workarounds and lacking customization for their specific needs. - Users find **limited customization** in reporting and workflows, leading to minor frictions during fast-paced project management. - Users find the **learning curve steep** due to complex features and unclear WIP functionality, requiring time to adapt. - Users note that **reporting issues** create minor friction, with requests for improved customization and speed in Projectworks. #### What Are Recent G2 Reviews of Projectworks? **["Straightforward Resourcing and Profitability Tracking with Clear Practice Visibility"](https://www.g2.com/survey_responses/projectworks-review-13147367)** **Rating:** 4.5/5.0 stars _— Vicki E._ [Read full review](https://www.g2.com/survey_responses/projectworks-review-13147367) **["All-in-One, Flexible End-to-End Project Management Solution"](https://www.g2.com/survey_responses/projectworks-review-13100948)** **Rating:** 5.0/5.0 stars _— Kevin L._ [Read full review](https://www.g2.com/survey_responses/projectworks-review-13100948) #### What Are G2 Users Discussing About Projectworks? - [What is Projectworks used for?](https://www.g2.com/discussions/what-is-projectworks-used-for) - 1 comment ### [Dynamics 365 Project Operations](https://www.g2.com/products/dynamics-365-project-operations/reviews) Dynamics 365 for Project Service Automation helps teams work efficiently by giving them automation technology and a complete view into their client relationships. **Average Rating:** 4.0/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate Dynamics 365 Project Operations? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.7/10 (Category avg: 7.9/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Dynamics 365 Project Operations? - **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft) - **Year Founded:** 1975 - **HQ Location:** Redmond, Washington - **Twitter:** @microsoft 13,091,739 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website) 231,632 employees on LinkedIn® - **Ownership:** MSFT #### Who Uses This Product? - **Company Size:** 50% Medium, 33% Large #### What Are Recent G2 Reviews of Dynamics 365 Project Operations? **["Great tool for sales"](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-6575747)** **Rating:** 5.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-6575747) **["I have been integrating my applications with D365 for past 6 years & realised key benefits for RMs."](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-5440279)** **Rating:** 4.5/5.0 stars _— Verified User in Banking_ [Read full review](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-5440279) #### What Are G2 Users Discussing About Dynamics 365 Project Operations? - [What is dynamic PSA?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-dynamic-psa-626371e3-7f61-4821-9055-2d7455943340) - [What is dynamic PSA?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-dynamic-psa-7606a096-8a64-4e3c-9703-a781b3a2b2fd) - [What is dynamic PSA?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-dynamic-psa) - [What is dynamic PSA?](https://www.g2.com/discussions/what-is-dynamic-psa) - [What is PSA Microsoft?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-psa-microsoft) ### [Klient PSA](https://www.g2.com/products/klient-psa/reviews) Klient is the AI-powered Professional Services Automation (PSA) platform built 100% natively on Salesforce. Designed for consulting firms, SaaS companies, and global services teams, Klient PSA structures your work, optimizes resource utilization, improves collaboration, and accelerates revenue — all from a single source of truth on the Salesforce platform. Unlike bolt-on tools, Klient runs entirely inside Salesforce, so your delivery, finance, and customer data live in one place — now with a catalog of built-in AI agents that automate the busywork across the project lifecycle. Key Capabilities: AI Agents: Klient's native AI agents work directly inside your PSA. Planny handles project and resource planning, Timey streamlines time capture and timesheet accuracy, and Touchy keeps customers engaged with proactive status updates. Klient also supports MCP (Model Context Protocol), so your AI assistants can securely work with live PSA data. Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. Resource Management: Allocate resources by skills, availability, and priority to maximize team productivity and billable utilization. Time & Expense Tracking: Let teams log time and expenses in seconds while ensuring accurate billing and forecasting. Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. Customer Collaboration: Keep clients aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA Single source of truth: Centralized data on Salesforce reduces manual work, miscommunication, and delays. AI-enabled delivery: Built-in AI agents automate repetitive tasks and free up billable hours across professional services teams. Aligned teams: Delivery, finance, and customer teams stay in sync from proposal to final invoice. Scalability: Whether you're onboarding 20 consultants or expanding to new markets, Klient PSA grows with you. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — and now layers AI agents on top to accelerate each one. Operations teams move from disconnected tools and manual processes to a single, cohesive, Salesforce-native platform. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. **Average Rating:** 4.5/5.0 **Total Reviews:** 80 #### How Do G2 Users Rate Klient PSA? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.0/10 (Category avg: 7.9/10) - **Workflow:** 9.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Klient PSA? - **Seller:** [Klient Software](https://www.g2.com/sellers/klient-software) - **Year Founded:** 2014 - **HQ Location:** Laval, Québec, Canada - **Twitter:** @klientapp 205 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9482a22721b43865ab719f84770d30aea6d7c06c7e7526518290666d90617d5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9256575%2F&secure%5Burl_type%5D=linkedin_company_website) 35 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 55% Small, 42% Medium #### What Do G2 Reviewers Say About Klient PSA? _AI-generated summary from verified user reviews_ ##### Pros - Users find Klient PSA exceptionally **easy to use** , appreciating its organization, intuitive interface, and regular improvements. - Users value the **Reliable project management** of Klient PSA, enhancing accuracy and streamlining workflows within Salesforce. - Users praise the **comprehensive features** of Klient PSA, enjoying its simplicity, flexibility, and regular meaningful updates. - Users value the **flexibility** of Klient PSA, allowing customization to suit various consulting workflows effortlessly. - Users value the **excellent resource management** of Klient PSA, enhancing visibility and efficiency in project workflows. ##### Cons - Users experience a **learning curve** initially when configuring Klient PSA to fit their workflows, but it performs well afterward. - Users find **missing features** in Klient PSA, particularly in revenue recognition and customizable PDF generation options. - Users face a **steep learning curve** initially, but the system offers consistent value once configured correctly. - Users find the **time consumed on learning advanced forecasting** can be significant, impacting efficiency in managing complexity. - Users find **unnecessary customization** burdensome in Klient PSA, often needing tweaks to align with their processes. #### What Are Recent G2 Reviews of Klient PSA? **["A simple yet flexible PSA for consulting firms on Salesforce"](https://www.g2.com/survey_responses/klient-psa-review-12282067)** **Rating:** 5.0/5.0 stars _— Jeremy W._ [Read full review](https://www.g2.com/survey_responses/klient-psa-review-12282067) **["Klient Keeps Projects and Billing in One Place—Clearer Backlog and Expectations"](https://www.g2.com/survey_responses/klient-psa-review-13087428)** **Rating:** 5.0/5.0 stars _— Gary P._ [Read full review](https://www.g2.com/survey_responses/klient-psa-review-13087428) #### What Are G2 Users Discussing About Klient PSA? - [What is Klient PSA used for?](https://www.g2.com/discussions/what-is-klient-psa-used-for) ### [Workday Professional Services Automation](https://www.g2.com/fr/products/workday-professional-services-automation/reviews) L'automatisation des services professionnels (PSA) de Workday automatise l'ensemble du processus d'Opportunité à Encaissement dans un outil intuitif, directement lié aux données HCM et financières telles que les compétences, la disponibilité des ressources, les marges des projets, la facturation et l'utilisation du personnel, le tout conçu pour associer le bon talent au bon projet au bon moment. Cela élimine les systèmes cloisonnés, réduit le travail manuel sujet aux erreurs et prévient les fuites de revenus. Workday Services CPQ (Configure, Price, Quote) s'intègre à votre système CRM pour suivre les opportunités de projet à mesure qu'elles progressent et crée automatiquement des devis, des contrats et des plans de ressources de projet destinés aux clients, réduisant ainsi plusieurs étapes manuelles dans le transfert des Ventes aux Services et lançant les projets dès qu'ils sont vendus. Construit avec une architecture adaptable, Workday PSA prend en charge des processus de gestion de projet, de finance, de comptabilité et de RH flexibles et sécurisés sur une seule plateforme, permettant une adaptation rapide aux changements commerciaux avec des rapports "à la volée". **Average Rating:** 4.1/5.0 **Total Reviews:** 20 #### How Do G2 Users Rate Workday Professional Services Automation? - **the product a-t-il été un bon partenaire commercial?:** 6.3/10 (Category avg: 8.8/10) - **Rendement du portefeuille:** 6.7/10 (Category avg: 7.9/10) - **Workflow:** 8.9/10 (Category avg: 8.4/10) - **Quel est le retour sur investissement estimé par votre organisation pour the product (délai de rentabilité en mois)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Workday Professional Services Automation? - **Vendeur:** [Workday](https://www.g2.com/fr/sellers/workday) - **Année de fondation:** 2005 - **Emplacement du siège social:** Pleasanton, CA - **Twitter:** @Workday 52,273 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website) 24,145 employés sur LinkedIn® - **Propriété:** NYSE:WDAY #### Who Uses This Product? - **Company Size:** 68% Large, 27% Medium #### What Are Recent G2 Reviews of Workday Professional Services Automation? **["Jour de travail"](https://www.g2.com/fr/survey_responses/workday-professional-services-automation-review-4202669)** **Rating:** 5.0/5.0 stars _— Utilisateur vérifié à Assurances_ [Read full review](https://www.g2.com/fr/survey_responses/workday-professional-services-automation-review-4202669) **["Coller la gestion quotidienne de l'entreprise Salesforce CMS avec la gestion des ressources humaines"](https://www.g2.com/fr/survey_responses/workday-professional-services-automation-review-9414399)** **Rating:** 4.5/5.0 stars _— Utilisateur vérifié à Logiciels informatiques_ [Read full review](https://www.g2.com/fr/survey_responses/workday-professional-services-automation-review-9414399) ### [VOGSY](https://www.g2.com/products/vogsy-vogsy/reviews) Lead-to-cash platform for global professional services organizations, combining PSA capabilities with project-based ERP to manage operations and financial performance. VOGSY is a Professional Services Automation (PSA) and project-based ERP platform designed for global professional services organizations that need to manage the full lead-to-cash lifecycle, including sales opportunities, project delivery, resource planning, project accounting, invoicing, and financial performance in a single operational system. The platform helps consulting firms, agencies, technology services companies, and other project-based businesses coordinate work across teams, offices, and countries while maintaining visibility into operational and financial performance. As a PSA and services ERP platform, VOGSY supports the full lead-to-cash lifecycle, allowing organizations to move from opportunity management and project planning to delivery, billing, and revenue reporting. The platform integrates operational data with financial insights, enabling leadership teams to track utilization, forecast revenue, and analyze project profitability across multiple entities and currencies. VOGSY combines the operational capabilities of PSA software with multi-entity project finance and reporting capabilities of a project-based ERP, enabling organizations to manage both delivery and financial performance. VOGSY is commonly used by professional services firms with 50 to 1,000 employees that operate across multiple regions or legal entities. These organizations often face challenges managing global delivery, aligning project execution with financial reporting, and maintaining visibility into margins and capacity across distributed teams. These organizations often require both operational coordination (PSA) and financial structure (ERP), particularly when managing multiple entities, currencies, and reporting requirements. VOGSY provides a centralized PSA platform that connects project operations with financial outcomes while allowing organizations to retain their existing regional accounting systems. Key capabilities: • End-to-end lead-to-cash workflow management connecting CRM opportunities, project planning, delivery, billing, and revenue recognition • Global resource management and capacity planning for allocating talent across projects, regions, and teams • Multi-currency project accounting across ERP entities and consolidated financial reporting • Time tracking, expense management, and automated billing tied directly to project budgets and contract terms • Project profitability analysis and ERP-level financial reporting, utilization tracking, and revenue forecasting • AI assistant provides profitability, capacity, and client health details (or data or reports) in natural language and automates daily tasks Security, compliance, and infrastructure: • ISO 42001 • ISO 27001 • SOC 1 • ISAE 3402 • Hosted on Google Cloud for global scalability and security • SSO support for Microsoft 365 and Google Workspace Integrations: • HubSpot • Salesforce • Zoho • Pipedrive • Copper • QuickBooks • Xero • Sage • Deltek • Certinia • Oracle NetSuite • Exact • Tally • Datev • Microsoft 365 • Google Workspace • Jira • Other web applications • API-based synchronization By connecting project delivery data with financial reporting and operational planning, VOGSY helps professional services organizations streamline global operations through a unified PSA and project-based ERP platform. Many organizations rely on multiple separate systems that limit visibility across teams, entities, and financial performance. VOGSY brings these capabilities together in a single platform, providing a more connected view of operations, resource utilization, and project profitability. Finance, operations, and delivery teams work from a shared source of operational and financial intelligence while maintaining compatibility with existing accounting systems across different countries. **Average Rating:** 4.7/5.0 **Total Reviews:** 37 #### How Do G2 Users Rate VOGSY? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.7/10 (Category avg: 7.9/10) - **Workflow:** 8.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind VOGSY? - **Seller:** [VOGSY](https://www.g2.com/sellers/vogsy) - **Company Website:** www.vogsy.global - **Year Founded:** 2015 - **HQ Location:** Boston, MA - **Twitter:** @VOGSY\_PSA 84 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0deb25841a0c8dc99bc8c241b793df11eea4495a47447e13ebb59b6d6853bc2a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvogsy%2F&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 84% Small, 11% Medium #### What Do G2 Reviewers Say About VOGSY? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of VOGSY, emphasizing smooth onboarding and intuitive design for all team members. - Users appreciate the **seamless integrations** of VOGSY, facilitating easy data management and improving operational efficiency. - Users appreciate the **easy integrations** of VOGSY, streamlining their IT landscape and enhancing project management efficiency. - Users find **VOGSY's implementation ease** impressive, with smooth onboarding allowing quick adaptation and minimal disruption. - Users commend the **easy onboarding** of VOGSY, enabling quick setup without disrupting ongoing client work. ##### Cons - Users desire additional **native integration options** with German HR platforms to reduce time-tracking complications. - Users desire **more native integration options** with HR platforms, highlighting challenges with compliance and time-tracking. - Users desire more **customization options** for reports in VOGSY to enhance their experience and meet specific needs. - Users desire **missing features** in VOGSY, notably a comprehensive purchase order integration to improve vendor interactions. - Users experience **time tracking issues** , requiring double-entry of hours due to integration limitations with HR platforms. #### What Are Recent G2 Reviews of VOGSY? **["Flexible, Intuitive, and Data-Driven—VOGSY Exceeds Expectations"](https://www.g2.com/survey_responses/vogsy-review-12112567)** **Rating:** 5.0/5.0 stars _— Carlos Q._ [Read full review](https://www.g2.com/survey_responses/vogsy-review-12112567) **["Efficient and Effective—It Just Works!"](https://www.g2.com/survey_responses/vogsy-review-12112543)** **Rating:** 5.0/5.0 stars _— John-Erik H._ [Read full review](https://www.g2.com/survey_responses/vogsy-review-12112543) #### What Are G2 Users Discussing About VOGSY? - [What is VOGSY used for?](https://www.g2.com/discussions/what-is-vogsy-used-for) ### [BigTime Projector](https://www.g2.com/products/bigtime-projector/reviews) Projector PSA, now powered by Big Time Software, is a cloud-based Professional Services Automation tool specifically designed for managing delivery organizations. Modules for Project Accounting, Project Delivery and Resource Management enable better profit margins, utilization rates and operational efficiency. Projector BI provides PSO specific analytics and intelligence to measure and manage at every level and model your future success. Integrate with your CRM for extended visibility into pipeline revenue and staffing. Projector’s out of the box functionality supports multi-currency, multi-company capabilities. Our tech-agnostic approach to integration means no compromising on tech today or in the future. Projector is the PSA built by services professionals to support the specific needs of PSOs and is consistently ranked #1 for customer satisfaction. **Average Rating:** 4.5/5.0 **Total Reviews:** 131 #### How Do G2 Users Rate BigTime Projector? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 9.3/10 (Category avg: 7.9/10) - **Workflow:** 9.1/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind BigTime Projector? - **Seller:** [BigTime](https://www.g2.com/sellers/bigtime) - **Year Founded:** 2002 - **HQ Location:** Chicago, IL - **Twitter:** @BigTimeSoftware 2,744 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e625721a119beff90fe9564427c769e6e8214dad6eeb6bee97fc509bcf34bdb0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1457823%2F&secure%5Burl_type%5D=linkedin_company_website) 168 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Management Consulting - **Company Size:** 49% Medium, 40% Small #### What Are Recent G2 Reviews of BigTime Projector? **["Fantastic product, even better customer service"](https://www.g2.com/survey_responses/bigtime-projector-review-7919677)** **Rating:** 5.0/5.0 stars _— John F._ [Read full review](https://www.g2.com/survey_responses/bigtime-projector-review-7919677) **["Projector Professional Services Automation (PSA) software is best for tracking my time and expenses"](https://www.g2.com/survey_responses/bigtime-projector-review-7342991)** **Rating:** 5.0/5.0 stars _— Mohamed I._ [Read full review](https://www.g2.com/survey_responses/bigtime-projector-review-7342991) #### What Are G2 Users Discussing About BigTime Projector? - [What is Projector PSA used for?](https://www.g2.com/discussions/what-is-projector-psa-used-for) - [‹ Prev‹ Prev](/categories/professional-services-automation/all?order=g2_score&selected_view=trending#product-list) - [1](/categories/professional-services-automation/all?order=g2_score&selected_view=trending#product-list) - 2 - [3](/categories/professional-services-automation/all?order=g2_score&page=3&selected_view=trending#product-list) - [4](/categories/professional-services-automation/all?order=g2_score&page=4&selected_view=trending#product-list) - [5](/categories/professional-services-automation/all?order=g2_score&page=5&selected_view=trending#product-list) - [6](/categories/professional-services-automation/all?order=g2_score&page=6&selected_view=trending#product-list) - … - [9](/categories/professional-services-automation/all?order=g2_score&page=9&selected_view=trending#product-list) - [10](/categories/professional-services-automation/all?order=g2_score&page=10&selected_view=trending#product-list) - [Next ›Next ›](/categories/professional-services-automation/all?order=g2_score&page=3&selected_view=trending#product-list) Spotlight Categories [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) [User Research Tools](https://www.g2.com/categories/user-research) [Cloud Content Collaboration Software](https://www.g2.com/categories/cloud-content-collaboration) [Influencer Marketing Platforms](https://www.g2.com/categories/influencer-marketing-platforms) Similar Categories - [Procurement](/categories/procurement) - [Accounting & Finance](/categories/accounting-finance) - [Asset Management](/categories/asset-management) - [Business Activity Monitoring](/categories/business-activity-monitoring) - [Dealer Management Systems](/categories/dealer-management-systems) - [Discrete ERP](/categories/discrete-erp) - [Distribution ERP](/categories/distribution-erp) - [Environmental, Quality and Safety Management](/categories/environmental-quality-and-safety-management) - [ERP Systems](/categories/erp-systems) - [ETO ERP](/categories/eto-erp) - [Government ERP](/categories/government-erp) - [Manufacturing](/categories/manufacturing) - [Mixed Mode ERP](/categories/mixed-mode-erp) - [Other ERP](/categories/other-erp) - [Process ERP](/categories/process-erp) [Browse Professional Services Automation Themes](/categories/professional-services-automation/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated October 3, 2024 Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. PSA systems track operations, related costs, and the revenues they generate. These products are used by consultants, lawyers, marketing account managers, and other professional services industry roles that conduct business on a client-project level. PSA software delivers insight into the business processes of project and portfolio management to improve the efficiency, productivity, and profitability of the project operations in place. This type of software can be used by all departments of a professional services company, from sales and marketing to accounting, as well as by project managers. There are two major types of PSA software—best of breed (which focuses exclusively on professional services) and ERP systems that provide features for PSA combined with functionality for manufacturing or distribution. PSA systems can be integrated with [accounting software](https://www.g2.com/categories/accounting), [CRM software](https://www.g2.com/categories/crm), and [payroll software](https://www.g2.com/categories/payroll) to make a more end-to-end solution. To qualify for inclusion in the Professional Services Automation category, a product must: - Manage customer profiles, sales opportunities, and communications - Include features for contract management and service level agreements (SLA) - Provide project and portfolio management for professional services - Deliver accounting functionality or integrate with accounting software - Track project and portfolio costs such as time and expenses - Record and allocate resources based on necessity and availability - Recognize revenue by project, portfolio, or business unit - Monitor project and portfolio performance, risk, and profitability Show More * * * ## How Do You Choose the Right Professional Services Automation Software? ### What You Should Know About Professional Services Automation Software ### Professional Services Automation software buying insights at a glance [Professional Services Automation (PSA) software](https://www.g2.com/categories/professional-services-automation) helps services organizations manage how work is delivered, staffed, and billed across projects and clients. As service models grow more complex, spanning multi-project portfolios, mixed billing structures, and tighter margin pressure, manual coordination across disconnected tools often leads to inefficiency and revenue leakage. A dedicated PSA platform centralizes delivery workflows, enforces consistency, and enables service execution at scale. Based on G2 reviews, PSA tools are most commonly adopted to reduce operational fragmentation, improve utilization visibility, and strengthen the link between delivery execution and financial outcomes. The category averages a 4.51/5 rating, with 91% of reviewers giving 4+ stars, reflecting strong buyer confidence as teams move beyond spreadsheets and point solutions. Core use cases include project and portfolio management, time and expense tracking, resource capacity planning, billing, and margin reporting. Reviewers consistently emphasize the need to strike a balance between flexibility and governance. High-performing teams value configurable project and resourcing models, alongside guardrails for time entry, billing rules, and approvals to protect margins. As a result, professional services automation software is increasingly treated not as a back-office admin tool, but as a system of record for forecasting, utilization planning, and executive reporting. Companies evaluating the leading professional services automation solutions typically prioritize the balance between configurability and out-of-the-box workflows, especially for IT consulting firms managing client delivery across multiple engagements. Based on G2 reviews, services delivery leaders evaluate PSA tools by comparing resource utilization tracking, billing complexity coverage, and integrations with their existing ERP and CRM systems. ### Top 5 FAQs from software buyers: - What features should I look for in the best professional services automation software? - How does PSA software integrate with [ERP](https://www.g2.com/categories/erp-systems), [CRM](https://www.g2.com/categories/crm), and [accounting](https://www.g2.com/categories/accounting) systems? - What’s the typical ROI from implementing professional services automation tools? - What are the key differences between leading PSA platforms and ERP-based services modules? - How long does it typically take to implement a professional services automation system? G2’s top-rated Professional Services Automation software includes [Autotask](https://www.g2.com/products/autotask/reviews), [Syncro](https://www.g2.com/products/syncro/reviews), [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews), and [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews). ([Source 2](https://www.g2.com/reports)) ### What are the top-reviewed Professional Services Automation on G2? [Autotask](https://www.g2.com/products/autotask/reviews) - Number of Reviews: 360 - Satisfaction: 97 - Market Score: 97 - G2 score: 97 [Syncro](https://www.g2.com/products/syncro/reviews) - Number of Reviews: 195 - Satisfaction: 98 - Market Score: 72 - G2 score: 85 [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews) - Number of Reviews: 136 - Satisfaction: 67 - Market Score: 93 - G2 score: 80 [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - Number of Reviews: 199 - Satisfaction: 90 - Market Score: 66 - G2 score: 78 [Keka](https://www.g2.com/products/keka/reviews) - Number of Reviews: 194 - Satisfaction: 81 - Market Score: 72 - G2 score: 77 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Professional Services Automation Based on G2 reviews, buyers evaluating the leading professional services automation solutions weigh configurability, implementation effort, and how cleanly the platform absorbs the time-tracking, billing, and reporting workflows their teams already run. For consultants and agencies, reviewers consistently call out clean timesheet UX and accurate client invoicing as the workflow features that drive daily adoption across project-based service work. IT consulting firms and MSPs gravitate toward PSA apps that unify ticketing, RMM integration, and contract billing in a single operational hub for managed services delivery. Small IT consulting teams specifically prioritize implementation speed, predictable pricing, and out-of-the-box configurations over deep customization, since most cannot dedicate a full admin to ongoing platform tuning. The reviewer feedback below captures both sides of this tradeoff: what users consistently appreciate, and where leading platforms still fall short. #### Feedback Pros: What Users Consistently Appreciate - **Flexible, flat-fee IT management with easy scripting and broad integrations** - _“Scripting things like new computer setups and installing third party software is very easy. As a one man shop with a break-fix/MSP hybrid model I also appreciate one flat fee, and not having to pay per seat. This makes it easy to throw a Syncro agent on all of my non-managed clients for basic monitoring and alerting, as well as ease of remote support in the future. The number of integrations with commonly used tech products is also helpful.”_ _-_ [_Thomas K._](https://www.g2.com/products/syncro/reviews/syncro-review-12114039)_, Syncro Review_ - **Transformative, AI-powered operations with exceptional support** - _“__Rocketlane has revolutionised out operations and reporting and we use it on a daily basis. It's user-friendly, it allows my Team to do things we've never been able to do before. The AI chat bot is one of the best I've seen and the Support Team who's ready to jump in if AI can't help is outstanding. They're very quick to respond. Our relationship with our CSM and TAM is great too - overall, it's a pleasure to work with Rocketlane!”_ _-_ [_Maja B._](https://www.g2.com/products/rocketlane-corp/reviews/rocketlane-review-11697451)_, Rocketlane Review_ - **Centralized ticketing, projects, and billing with strong RMM integration** - _“__Autotask has become an essential part of our daily operations. By keeping all our tickets, projects, and billing centralized, it makes it much easier for our team to stay organized. The integration with Datto RMM functions smoothly, allowing us to connect technical work directly to the service desk. Although it takes a little time to get familiar with the layout, once you do, it proves to be a powerful system that significantly reduces administrative workload.”_ _-_ [_Phillip P._](https://www.g2.com/products/autotask/reviews/autotask-review-11859915)_, Autotask Review_ #### Cons: Where Many Platforms Fall Short - **Project and opportunity workflows feel rigid and complex to configure** - “_I find the project workflow in Autotask could use some updating to better align with our specific needs. Despite discussing this with Kaseya, it remains an area of concern. Additionally, my sales department is dissatisfied with how the opportunities feature functions, as it doesn't fully meet their needs. We are hoping for better guidance on its usage and improvements in managing and viewing opportunities across multiple resources. Moreover, the initial setup of Autotask was challenging due to its size and complexity, requiring a significant investment of time to establish a base configuration.”_ - [David D.](https://www.g2.com/products/autotask/reviews/autotask-review-11658513), Autotask Review - **Confusing permission setup and unreliable tools impact daily workflow** - _“__I find it quite challenging to configure different user permissions effectively. My boss has been trying to figure out my user account permissions for a long time, and yet I still cannot access certain aspects of the platform properly. This makes it quite annoying since some essential features remain out of reach, affecting my workflow. Furthermore, the backgrounding tools that I initially found useful have become increasingly unreliable over time. They don't consistently work, which is frustrating. Although I reached out to customer support to resolve these reliability issues, I did not have much success, which adds to the frustration.”_ _-_ [_Mahmood I._](https://www.g2.com/products/syncro/reviews/syncro-review-11778419)_, Syncro Review_ - **Powerful platform with usability, customization, and support limitations** - _“__My main dislike about SAP S/4HANA Cloud is that even though the system is powerful, the ease of use could still be improved. Some Fiori apps feel unintuitive at first and require extra training. Implementation also takes longer than expected because many processes need to fit into the standard, so customization options are limited. Customer support is helpful but sometimes slow to respond for complex issues. I use the system frequently, and while it offers a wide range of features, a few important ones still feel incomplete or require additional add-ons. Integration with other systems works well overall, but it can become complicated when dealing with non-SAP tools. So the platform is strong, but these areas still have room for improvement.”_ _-_ [_Harsh J._](https://www.g2.com/products/sap-s-4hana-cloud/reviews/sap-s-4hana-cloud-review-12011707)_,_ _SAP S/4HANA Cloud Review_ ### My Expert Takeaway on Professional Services Automation Software Across G2 reviews, professional services automation (PSA) delivers the most value when organizations treat it as an operating discipline rather than a set of loosely connected modules. High-performing teams establish clear ownership over resource planning, time capture, and billing rules early in the rollout, which reduces downstream friction and improves adoption across delivery, finance, and leadership. This pattern is reflected in the dataset, where day-to-day usability and vendor experience score strongly, while setup and administration tend to lag slightly. Teams that achieve the best outcomes with PSA strike a balance between flexibility and governance. While advanced configuration and automation are powerful, ease of use remains a key differentiator for sustained adoption. In IT services and marketing agencies in particular, successful implementations standardize core templates, projects, roles, and rate cards before expanding into custom fields and advanced workflows. When PSA is tightly integrated across delivery, resourcing, and billing, it reduces handoffs and manual rework, becoming the system of record for utilization, margin, and forecasting. For buyers evaluating the best professional services automation software, the core challenge is scaling delivery complexity without slowing teams down. The most effective PSA platforms support disciplined configuration upfront, then enable controlled expansion into deeper analytics, reporting, and integrations as organizational maturity grows. This approach improves trust in the data, minimizes administrative bottlenecks, and drives long-term adoption across services, finance, and executive stakeholders. ### Professional Services Automation Software FAQs #### What is professional services automation software? Professional services automation (PSA) software helps service organizations run their delivery end-to-end, manage projects, schedule resources, capture time/expense, bill, and report on profitability. Instead of stitching spreadsheets and point tools together, PSA centralizes delivery data, allowing teams to forecast utilization, reduce revenue leakage, and standardize client reporting. It’s most common in consultancies, agencies, and IT services firms. #### What are examples of PSA tools? Examples of PSA tools include platforms built for project delivery operations: project + portfolio management, resource capacity planning, timesheets/expenses, invoicing, and margin reporting in one system. Some are services-first suites; others extend from ERP, CRM, or project management ecosystems. In practice, “best fit” depends on whether you need deep financials, lightweight delivery tracking, or strong integrations. #### What is the best PSA software? The best PSA software depends on how your services organization operates, staffing model, billing complexity, and margin tracking needs. On G2, tools like [Kantata (formerly Mavenlink)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews), [Certinia (FinancialForce PSA)](https://www.g2.com/products/certinia-financial-management-cloud/reviews), and [BigTime](https://www.g2.com/products/bigtime/reviews) are consistently rated highly for time tracking, resource forecasting, and billing accuracy. Buyers should compare satisfaction and Market Presence on G2, then validate fit through a real-world workflow pilot. #### What is the difference between ERP and PSA? ERP is primarily a finance-and-operations backbone (general ledger, procurement, inventory, company-wide financial controls). PSA is delivery-centric: planning and tracking services work (projects, staffing, timesheets, and client billing) often feeding clean operational data into the finance system. Some ERPs include PSA modules, but many teams adopt dedicated PSA when they need stronger utilization forecasting, delivery reporting, and services-specific workflows. #### What is a professional services automation system? A professional services automation system is the operational hub that standardizes how services are planned, delivered, and billed. It typically includes project templates, role-based staffing and utilization planning, timesheets/expenses, approvals, invoicing rules, and dashboards for revenue and margin. The goal is consistent delivery governance, allowing leadership to forecast capacity and profitability while teams spend less time on administration. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on: January 9, 2026**