Top Free Professional Services Automation Software - Page 2

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 332

Category Stats (Nov 2026)

  • Average Rating: 4.36/5 (↑0.04 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Whizible (+11.11%) - Among all products in this category, Whizible recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 49,200+ Authentic Reviews
  • 332+ 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

Highlighted products: Autotask, BigTime, Deltek Vantagepoint, Syncro, CMap, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), Rocketlane, 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=deltek-vantagepoint&focus%5B%5D=syncro&focus%5B%5D=cmap&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=rocketlane-corp&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud)

Projectworks

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 CRM and Proposals Manage your pipeline and turn qualified opportunities into custom proposals, faster. Win more work and grow your firm. 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: 4.4/5.0

Total Reviews: 250

How Do G2 Users Rate Projectworks?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.2/10 (Category avg: 7.9/10)
  • Workflow: 9.2/10 (Category avg: 8.5/10)
  • 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
  • Company Website:
  • Year Founded: 2019
  • HQ Location: San Mateo, California
  • LinkedIn® Page: www.linkedin.com
    79 employees on LinkedIn®
  • Ownership: Charlotte Steel

Who Uses This Product?

  • Who Uses This: Project Manager, Director
  • Top Industries: Consulting, Civil Engineering
  • Company Size: 67% Small, 32% Medium

What Do G2 Reviewers Say About Projectworks?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Projectworks, highlighting its intuitive interface and seamless integration capabilities.
  • Users value the effective project tracking capabilities of Projectworks, enhancing workflow management and budget tracking significantly.
  • Users value the comprehensive features of Projectworks, simplifying management with visual tools and seamless integrations.
  • Users appreciate the efficient project tracking capabilities of Projectworks, enabling timely insights and resource management.
  • Users value the user-friendly interface of Projectworks, making it intuitive and easy to navigate and implement.
Cons
  • Users find the limited features in Projectworks hinder customization and ease of use for varying needs.
  • Users find some missing features in Projectworks, such as flexible metrics definitions and enhanced templates for efficiency.
  • Users find the limited customization frustrating, particularly in reporting capabilities and feature definitions.
  • Users note a significant learning curve, requiring consistent use to become proficient with Projectworks.
  • Users find the reporting capabilities limited, wishing for more customization and flexibility to suit their needs.

What Are Recent G2 Reviews of Projectworks?

What Are G2 Users Discussing About Projectworks?

Resource Management by Smartsheet

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: 8.9/10)
  • Portfolio Performance: 8.3/10 (Category avg: 7.9/10)
  • Workflow: 8.3/10 (Category avg: 8.5/10)
  • 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
  • Year Founded: 2005
  • HQ Location: Bellevue, WA
  • LinkedIn® Page: www.linkedin.com
    4,034 employees on LinkedIn®
  • Ownership: NYSE: SMAR
  • Phone: +1 425.283.1870

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 praise the ease of use of Resource Management by Smartsheet, highlighting its intuitive features and seamless integration.
  • Users value the project tracking capabilities of Resource Management, enabling seamless oversight of resources and timelines.
  • Users appreciate the integrated time tracking feature, streamlining project management with direct logging against assignments.
  • Users value the seamless integration with Smartsheet, enhancing project visibility and resource management efficiency.
  • Users value the comprehensive project overview offered by Resource Management, enhancing team collaboration and efficiency.
Cons
  • Users face access limitations in Resource Management, impacting functionality and workflow efficiency with tedious manual adjustments.
  • Users face limitations in detailed task-level resourcing, impacting complexity and advanced reporting needs in Smartsheet.
  • Users report frequent billing issues and complications with manual updates, impacting project management efficiency.
  • Users experience inaccurate data from time tracking and scheduling issues, impacting overall project management effectiveness.
  • Users find inadequate reporting capabilities require workarounds, limiting effective utilization and capacity tracking in Smartsheet.

What Are Recent G2 Reviews of Resource Management by Smartsheet?

What Are G2 Users Discussing About Resource Management by Smartsheet?

Avaza

Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device.

Average Rating: 4.5/5.0

Total Reviews: 421

How Do G2 Users Rate Avaza?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.9/10 (Category avg: 7.9/10)
  • Workflow: 8.7/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 8.1/10 (Category avg: 10/10)

Who Is the Company Behind Avaza?

  • Seller: Avaza Software
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Neutral Bay
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Project Manager
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 73% Small, 24% Medium

What Do G2 Reviewers Say About Avaza?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Avaza, finding it straightforward for managing projects, invoicing, and time tracking.
  • Users appreciate the easy-to-use time tracking features of Avaza, enhancing their productivity and workflow management.
  • Users praise the world-class customer support of Avaza, highlighting their quick responses and effective issue resolution.
  • Users value Avaza for its time-saving features that streamline project management and invoicing effectively.
  • Users appreciate the user-friendly interface of Avaza, highlighting its straightforwardness and intuitive design for ease of use.
Cons
  • Users desire more features in Avaza, highlighting limitations in time grouping, reporting, and dashboard flexibility.
  • Users express a desire for improved reporting features in Avaza, highlighting limitations in exports and project management tools.
  • Users desire more limited customization options in Avaza, especially for reports and templates, impacting flexibility.
  • Users find reporting challenging in Avaza, as it often fails to pull relevant data and lacks essential details.
  • Users find the reporting issues in Avaza problematic, limiting visibility and effectiveness due to missing data and customization.

What Are Recent G2 Reviews of Avaza?

What Are G2 Users Discussing About Avaza?

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HaloPSA

HaloPSA is a comprehensive, cloud-based Professional Services Automation (PSA) software tailored for Managed Service Providers (MSPs) and IT service providers. It integrates essential business functions such as service desk management, project planning, billing, and customer relationship management into a unified platform. This consolidation streamlines operations, enhances productivity, and improves service delivery, making it an ideal solution for service-oriented businesses. Key Features and Functionality: - Service Desk: Flexible, automation-driven ticketing system designed specifically for MSPs. - Contracts: Configurable agreements to fit various billing structures and client needs. - Billing & Invoices: Automated invoicing processes to simplify financial operations. - Sales & CRM: Tools to enhance pipeline visibility and manage customer relationships effectively. - Stock Management: Centralized tracking of stock levels to streamline procurement and inventory control. - Project Management: Comprehensive oversight of projects from initiation to completion. - Time Tracking: Accurate logging of billable hours to ensure precise client billing. - Reporting & Analytics: Customizable reports and real-time analytics to monitor performance and inform decision-making. Primary Value and Solutions Provided: HaloPSA addresses the complexities MSPs face by offering an all-in-one platform that reduces the need for multiple disparate tools. Its automation capabilities free up resources by handling repetitive tasks, allowing teams to focus on strategic initiatives. The software's scalability ensures it grows alongside the business, accommodating increasing demands without compromising efficiency. By centralizing various business functions, HaloPSA enhances collaboration, improves service delivery, and drives overall business growth.

Average Rating: 4.6/5.0

Total Reviews: 47

How Do G2 Users Rate HaloPSA?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.8/10 (Category avg: 7.9/10)
  • Workflow: 9.0/10 (Category avg: 8.5/10)
  • 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 HaloPSA?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 89% Small, 11% Medium

What Do G2 Reviewers Say About HaloPSA?

AI-generated summary from verified user reviews

Pros
  • Users find HaloPSA's ease of use enhances daily operations and simplifies ticket management, contributing to a smooth experience.
  • Users appreciate the excellent customer support from HaloPSA, which enhances their overall experience with the software.
  • Users appreciate the easy integrations with various systems, enhancing their workflow and overall productivity.
  • Users value the flexibility of HaloPSA, allowing customization to meet diverse customer needs effectively.
  • Users appreciate the effective organization of HaloPSA, making ticket and asset management tasks seamless and efficient.
Cons
  • Users struggle with a steep learning curve due to unclear documentation and complex feature interactions in HaloPSA.
  • Users find HaloPSA's billing and invoicing systems inadequate, noting limitations in recurring billing for purchase orders.
  • Users find HaloPSA's complex usability challenging, often struggling with a lack of documentation for its numerous features.
  • Users find the difficult setup of HaloPSA challenging, which complicates the initial implementation process.
  • Users find invoicing issues in HaloPSA, noting limitations with recurring billing for purchase orders.

What Are Recent G2 Reviews of HaloPSA?

What Are G2 Users Discussing About HaloPSA?

VOGSY

VOGSY is the agentic ERP for services businesses. It connects the entire lead-to-cash process in one operational and financial system of record — from opportunities, quotes and resource planning through project delivery, time and expenses, invoicing, revenue recognition and financial control. VOGSY gives services firms real-time visibility into the commercial, operational and financial performance of their business. Sales teams can see whether opportunities can actually be delivered. Resource managers can match demand with skills and capacity. Project teams can manage work, budgets and profitability. Finance teams can automate invoicing, track revenue and accelerate month-end close. Embedded AI agents work across these connected processes to help teams move faster while keeping people in control. They can evaluate delivery feasibility during the sales process, propose staffing and replanning decisions, validate draft invoices, surface exceptions and support financial close activities. Actions remain governed and can require human confirmation before changes are applied. VOGSY is designed for professional services businesses including consulting firms, IT services companies, agencies, software companies with professional services teams and other project- and people-driven organizations. The platform supports multi-entity and international operations and integrates either via MCP server to other AI or via API, or through managed integrations with existing CRM, productivity and finance environments, including Google Workspace, Microsoft 365, Slack, and leading CRM and accounting platforms. By connecting commercial commitments, people, projects and financial outcomes, VOGSY helps services businesses improve lead-to-cash velocity, utilization, project profitability, forecasting, invoicing accuracy and operational control. 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

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: 8.9/10)
  • Portfolio Performance: 8.7/10 (Category avg: 7.9/10)
  • Workflow: 8.9/10 (Category avg: 8.5/10)
  • 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
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Amsterdam, The Netherlands
  • LinkedIn® Page: www.linkedin.com
    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 highly value the ease of use of VOGSY, appreciating its intuitive onboarding and streamlined integration with other tools.
  • Users value the seamless integrations of VOGSY, enhancing operational efficiency and providing essential insights effortlessly.
  • Users value the easy integrations of VOGSY, which streamline workflows and enhance operational efficiency across teams.
  • Users appreciate the ease of implementation with VOGSY, ensuring a smooth onboarding experience without disruption.
  • Users highlight the easy onboarding of VOGSY, enabling quick implementation and seamless integration with existing systems.
Cons
  • Users desire more native integration options with specialized German HR platforms for efficient time-tracking compliance.
  • Users desire more native integration options with specialized platforms to streamline time-tracking and reduce double-entry.
  • Users desire more customization options for reports in VOGSY to enhance their user experience.
  • Users wish for enhanced missing features, particularly a more comprehensive purchase order integration within VOGSY.
  • Users face time tracking issues needing double-entry due to legal obligations, complicating their workflow in VOGSY.

What Are Recent G2 Reviews of VOGSY?

What Are G2 Users Discussing About VOGSY?

Naverisk

Naverisk is a robust All-in-One IT services platform for MSPs and IT Pro’s. Naverisk combines RMM, Service Desk, PSA and 100% free Data Protection into a single powerful solution. Our excellent global 24x7 support also means you can get real time help when you need it.

Average Rating: 4.7/5.0

Total Reviews: 71

How Do G2 Users Rate Naverisk?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.9/10)
  • Portfolio Performance: 9.4/10 (Category avg: 7.9/10)
  • Workflow: 10.0/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 9.5/10 (Category avg: 10/10)

Who Is the Company Behind Naverisk?

  • Seller: Naverisk
  • Year Founded: 2010
  • HQ Location: Auckland CBD, Auckland
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Owner
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 90% Small, 8% Medium

What Do G2 Reviewers Say About Naverisk?

AI-generated summary from verified user reviews

Pros
  • Users commend the high reliability of Naverisk, reinforcing its status as a trusted solution for IT management.
  • Users commend the excellent customer support of Naverisk, praising its responsiveness and expertise in resolving issues.
  • Users value the ease of use of Naverisk, allowing new staff to learn quickly with minimal training.
  • Users value the high-quality support from Naverisk, enhancing their IT management experience significantly over the years.
  • Users value the excellent community engagement from Naverisk, enhancing reliability and support for IT needs.
Cons
  • Users find the inefficient ticketing system somewhat clunky, though it remains functional for their needs.
  • Users face login issues with Naverisk, needing to frequently re-login to access all features effectively.
  • Users find the interface outdated and in need of a design refresh for better usability.
  • Users find the ticketing system somewhat clunky, yet it remains workable for their needs.
  • Users feel the interface of Naverisk is dated and could use a refresh to enhance usability and appeal.

What Are Recent G2 Reviews of Naverisk?

What Are G2 Users Discussing About Naverisk?

Operating

Operating is an AI-enabled professional services automation (PSA) platform for running the business behind complex consulting work. It puts time, people, projects, and money in one place and sits in between the CRM and accounting platform. It's the one hub for running the professional services delivery. Operating is built by former IT services professionals. Operating does the following: - Skills-based project staffing & resource planning with timeline views - Project planning with rate cards, labor costs, and margin & profit forecasting - Time tracking - Project health monitoring: margin, profits, project progress, budget burndown - Revenue recognition: ASC-06 compliant revenue recognition specific to professional services - Invoice generation and integrations to accounting platforms (QuickBooks & Xero) to close the month. On top of the the already mentioned features, Operating is design to work with an MCP-first approach: anything you do in the UI, you can do with AI assistants. We also provide a robust REST API to connect Operating with your tooling of choice. Operating doesn't replace your issue tracking or task management system, so you can continue using your project management tool of choice for collaborating with your team within projects.

Average Rating: 4.7/5.0

Total Reviews: 20

How Do G2 Users Rate Operating?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 8.9/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 5.8/10 (Category avg: 10/10)

Who Is the Company Behind Operating?

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 65% Medium, 35% Small

What Do G2 Reviewers Say About Operating?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer support of Operating, highlighting quick responses and helpful assistance from the team.
  • Users appreciate the intuitive user experience of Operating, facilitating seamless team collaboration and efficient project management.
  • Users appreciate the intuitive user experience of Operating, making project management and resource tracking effortless.
  • Users love the exceptional project management capabilities of Operating, enhancing resource tracking and team collaboration effortlessly.
  • Users appreciate the effective time tracking capabilities of Operating, enhancing their resource planning and project management.
Cons
  • Users find the lack of customization frustrating, especially regarding reporting features that need more flexibility.
  • Users find the report customization challenging, requiring extra steps for a more intuitive experience and faster insights.
  • Users feel that the time tracking features lack intuitiveness, making it harder to access and customize reports efficiently.
  • Users find update issues frustrating as some features are still in development and reporting needs improvement.

What Are Recent G2 Reviews of Operating?

Birdview

Birdview is a comprehensive, full-cycle platform designed to assist organizations in planning, managing, and forecasting resources, finances, and projects in a unified environment. This solution provides total project visibility, enabling teams and clients to oversee their projects effectively, thereby fostering growth and promoting streamlined processes. Targeted at a diverse range of businesses, Birdview is particularly beneficial for organizations that handle multiple projects simultaneously. It offers customizable views and centralized data management, which allows users to maintain balanced workloads and adapt to evolving business needs. The platform's capabilities extend to precise financial management and budgeting, ensuring that organizations can keep their projects on track financially while optimizing resource allocation. Birdview features two distinct products tailored to meet varied client requirements. Birdview Project Management simplifies the lives of project managers by streamlining the entire project lifecycle, from intake and planning to execution and project accounting. This product is designed to enhance efficiency and control, allowing project managers to focus on delivering results rather than getting bogged down by administrative tasks. On the other hand, Birdview Professional Services is specifically crafted for service-oriented organizations, facilitating client project management and collaboration. This ensures smooth service delivery while also providing robust financial tracking capabilities. Each product is equipped with advanced features that provide control over every stage of the project. Business Intelligence (BI)-powered dashboards and reports enable data-driven decision-making, which is crucial for enhancing productivity, profitability, and overall efficiency. These tools allow organizations to visualize their project data in real-time, making it easier to identify trends, assess performance, and make informed adjustments as necessary. Furthermore, Birdview integrates seamlessly with over 5,000 applications, enhancing its utility in various organizational contexts. This extensive integration capability ensures that users can manage their projects more effectively, leveraging existing tools and systems to create a cohesive workflow. By providing a centralized platform that encompasses project management, financial oversight, and resource allocation, Birdview stands out as a versatile solution for organizations aiming to optimize their project management processes.

Average Rating: 4.2/5.0

Total Reviews: 399

How Do G2 Users Rate Birdview?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.4/10 (Category avg: 7.9/10)
  • Workflow: 9.4/10 (Category avg: 8.5/10)
  • 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 Birdview?

  • Seller: Birdview PSA
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Toronto, ON, Canada
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 42% Medium, 35% Small

What Are Recent G2 Reviews of Birdview?

What Are G2 Users Discussing About Birdview?

Screendragon

Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. By connecting planning, execution, governance, and reporting in one platform, Screendragon helps teams run work with confidence at scale.​ Designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements, Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and automation beyond basic task management.​ Key capabilities include configurable workflows, automated and AI-assisted approvals, resource and capacity planning, financial forecasting, and advanced operational reporting. The platform adapts to existing processes rather than forcing rigid templates, making it well suited to complex or regulated environments.​ Screendragon is designed to work as part of a broader enterprise ecosystem. It integrates with existing tools and platforms and provides an open API, enabling organisations to extend workflows, automate data exchange, and connect Screendragon to their wider technology stack.​ Trusted by global organisations including Kellogg’s, BP, TBWA, and McCann Worldgroup.

Average Rating: 4.7/5.0

Total Reviews: 110

How Do G2 Users Rate Screendragon?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.6/10 (Category avg: 7.9/10)
  • Workflow: 9.6/10 (Category avg: 8.5/10)
  • 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 Screendragon?

  • Seller: Screendragon
  • Company Website:
  • Year Founded: 2001
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    85 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Marketing and Advertising, Consumer Goods
  • Company Size: 50% Medium, 45% Large

What Do G2 Reviewers Say About Screendragon?

AI-generated summary from verified user reviews

Pros
  • Users praise Screendragon's excellent customer support for quick responses and effective solutions to customization needs.
  • Users commend the efficient and responsive team collaboration that tailors support to meet unique project needs.
  • Users find Screendragon to be extremely easy to use, simplifying project management and collaboration with clients.
  • Users value the flexibility of Screendragon, appreciating its adaptability for diverse project scopes and workflows.
  • Users highly value the quick response of Screendragon's team, appreciating their efficiency and eagerness to assist.
Cons
  • Users face platform limitations that hinder flexibility and user-friendliness, complicating effective use in large organizations.
  • Users find the complexity of the admin console to be a barrier to a smoother user experience.
  • Users find the admin console complex, noting that it can lack user-friendly dynamics and ease of use.
  • Users find the confusing platform of Screendragon limits their ability to create reports independently and easily.
  • Users find reporting inadequate in Screendragon, facing challenges with manual builds and exporting data effectively.

What Are Recent G2 Reviews of Screendragon?

What Are G2 Users Discussing About Screendragon?

WorkflowMAX

WorkflowMAX is a job and profitability management software solution specifically designed to assist service firms in optimizing their operations. This platform provides users with comprehensive control over essential aspects such as time management, team collaboration, and profit tracking, all consolidated into a single interface. By streamlining processes like project management, timesheet tracking, invoicing, and purchase order issuance, WorkflowMAX enhances clarity at every stage of a firm's workflow. Targeted primarily at growing service-oriented businesses, WorkflowMAX empowers users to scale their operations effectively. With the ability to monitor where time is allocated and profits are generated, firms can make informed decisions, delegate tasks with accuracy, and expand their services without uncertainty. This adaptability ensures that the software aligns with the unique workflows of each firm, rather than imposing a rigid structure that may not fit their needs. Key features of WorkflowMAX include its robust project management tools, which allow users to create, assign, and track projects in real time. The timesheet functionality simplifies the process of logging hours worked, ensuring that all team members can accurately report their time. Additionally, the invoicing and purchase order capabilities facilitate seamless financial transactions, making it easier for firms to manage their cash flow. The software also integrates deeply with popular accounting platforms like Xero and QuickBooks, enabling users to synchronize financial data effortlessly. The benefits of using WorkflowMAX extend beyond its core functionalities. The software is designed to provide users with insights into their operations, helping them identify areas for improvement and opportunities for growth. The dedicated support team is another significant advantage, as they are genuinely invested in the success of their clients, offering assistance and guidance as needed. This commitment to customer support, combined with the software's comprehensive features, positions WorkflowMAX as a valuable asset for service firms looking to enhance their operational efficiency and profitability.

Average Rating: 4.1/5.0

Total Reviews: 63

How Do G2 Users Rate WorkflowMAX?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • 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 WorkflowMAX?

  • Seller: WorkflowMAX
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Melbourne
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 76% Small, 14% Medium

What Do G2 Reviewers Say About WorkflowMAX?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of WorkflowMax, praising its efficiency in project management and seamless integration with Xero.
  • Users value the ease of use and efficiency of WorkflowMAX, enhancing time tracking and streamlining processes effectively.
  • Users value the easy integration with Xero, which streamlines project management and eliminates double handling of invoices.
  • Users appreciate the seamless Xero integration of WorkflowMAX, streamlining project management and financial tracking effectively.
  • Users find WorkflowMax to provide easy project management from start to finish, ensuring efficient tracking and financial performance.
Cons
  • Users miss the lost integration with Dext in WorkflowMAX, which previously saved significant time and improved efficiency.
  • Users find WorkflowMAX's limited functionality frustrating, as it lacks flexibility and has numerous bugs affecting performance.
  • Users encounter billing issues, particularly with invoicing discrepancies and limited multi-currency support.
  • Users find WorkflowMAX to be time-consuming, as some tasks require excessive clicks and lack efficient scheduling.
  • Users are frustrated by invoicing problems, including discrepancies and limitations in features like multi-currency billing.

What Are Recent G2 Reviews of WorkflowMAX?

What Are G2 Users Discussing About WorkflowMAX?

Bonsai

Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

Average Rating: 4.3/5.0

Total Reviews: 100

How Do G2 Users Rate Bonsai?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
  • 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 Bonsai?

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Design
  • Company Size: 94% Small, 1% Large

What Do G2 Reviewers Say About Bonsai?

AI-generated summary from verified user reviews

Pros
  • Users find Bonsai's ease of use exceptional, streamlining operations with its all-in-one tool and intuitive design.
  • Users value the time-saving invoicing features that simplify payment processes and enhance client interactions.
  • Users value the time-saving invoice management features, simplifying operations and enhancing communication with clients.
  • Users highlight the time-saving automation of Bonsai, enhancing invoicing and streamlining business processes effectively.
  • Users value the time tracking feature for its ease and efficiency in managing invoicing and project hours.
Cons
  • Users report a lack of essential features in Bonsai, affecting functionality and ease of use significantly.
  • Users find Bonsai expensive, especially with additional costs and limited support for Australian banking needs.
  • Users experience significant integration issues with Bonsai, leading to complications in scheduling and data management.
  • Users find the limited customization options in Bonsai restrictive, particularly for templates and payment tracking.
  • Users find Bonsai's limited features restrictive, lacking in personalization and functionality for UK-specific needs.

What Are Recent G2 Reviews of Bonsai?

What Are G2 Users Discussing About Bonsai?

Allfred

Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process and minimizing mistakes. Allfred was designed with "creatives in mind" to shift agencies' focus to do more creative work and less on paperwork and numerous Spreadsheets. We understand that for CFOs and managing directors, every decision must be rooted in financial data. That's why our platform offers real-time integrated financial and project data, allowing for better business decisions and increased profitability. Starting with automated Proposals and Budgeting, through interactive Resource Planning up to integrated Project Management and one-click Time Tracking, Allfred gives agency teams the right tools to make the process simple and efficient to deliver agencies more profit. *Time management* To-do-list and one-click time tracking reduces friction in communication within creative departments. *Resource planning* Interactive resource planning with drag&drop options increases agency team capacity and helps reduce overwork. *Project management* Time-saving automation and process assistance reduce dull work and frequent budgeting and project management mistakes. *Financial analysis* The Finance dashboard provides a comprehensive overview of your financial data and KPIs in one place. It helps you understand and analyze the sources of your revenue and identify opportunities for growth and allows you to track and optimize profitability and performance. With a step-by-step approach to onboarding into agency processes, we reduce the management effort and shorten the implementation time. We believe that better work for everyone means better profit for the agency.

Average Rating: 4.7/5.0

Total Reviews: 52

How Do G2 Users Rate Allfred?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.8/10 (Category avg: 7.9/10)
  • Workflow: 5.0/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 5.7/10 (Category avg: 10/10)

Who Is the Company Behind Allfred?

  • Seller: Allfred
  • Year Founded: 2020
  • HQ Location: Bratislava, Slovakia
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Manager
  • Top Industries: Marketing and Advertising
  • Company Size: 83% Small, 17% Medium

What Do G2 Reviewers Say About Allfred?

AI-generated summary from verified user reviews

Pros
  • Users find Allfred easy to use, enjoying its seamless integration and streamlined task management for daily workflows.
  • Users praise Allfred's task management for its all-in-one features that simplify workflow and budgeting effectively.
  • Users love the seamless time tracking of Allfred which simplifies task management and enhances productivity for creatives.
  • Users appreciate the comprehensive project management capabilities of Allfred, simplifying processes and enhancing team efficiency.
  • Users praise Allfred's exceptional customer support, ensuring fast resolutions and enhancing the overall user experience.
Cons
  • Users experience occasional slow loading times, particularly during updates, impacting overall efficiency and responsiveness.
  • Users experience slow performance at times, particularly with updates and loading times, despite improvements in newer versions.
  • Users report bug issues with Allfred that can disrupt workflow, although they are generally minor and manageable.
  • Users encounter software bugs with Allfred that can disrupt usability, though they're generally considered minor issues.
  • Users report glitches in Allfred that can disrupt workflow, though they are typically minor and manageable.

What Are Recent G2 Reviews of Allfred?

Cloud Coach

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform.

Average Rating: 4.5/5.0

Total Reviews: 172

How Do G2 Users Rate Cloud Coach?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Portfolio Performance: 6.8/10 (Category avg: 7.9/10)
  • Workflow: 8.2/10 (Category avg: 8.5/10)
  • 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 Cloud Coach?

  • Seller: Cloud Coach
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Fort Collins, Colorado
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®
  • Phone: +1 415 800 3712

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 54% Medium, 31% Small

What Do G2 Reviewers Say About Cloud Coach?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Cloud Coach, enjoying seamless integration and intuitive project management features.
  • Users appreciate the robust project management features of Cloud Coach, enhancing efficiency and collaboration across teams.
  • Users commend the powerful integrations of Cloud Coach with Salesforce, enhancing project management and resource efficiency.
  • Users value the easy integration of Cloud Coach with Salesforce, enhancing project management and resource efficiency seamlessly.
  • Users value the seamless integration with Salesforce which enhances project management and resource efficiency effectively.
Cons
  • Users find the learning curve steep with Cloud Coach, making navigation and implementation challenging, especially for newcomers.
  • Users find the complexity of Cloud Coach overwhelming, requiring time and effort to navigate its features and customization.
  • Users express frustration over missing features in Cloud Coach, highlighting the need for better project management functionality.
  • Users find the limited customization options of Cloud Coach to be demanding and frustrating for effective usage.
  • Users find the complex usability of Cloud Coach overwhelming, leading to challenges in navigation and implementation.

What Are Recent G2 Reviews of Cloud Coach?

What Are G2 Users Discussing About Cloud Coach?

Project Insight

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources.

Average Rating: 4.2/5.0

Total Reviews: 20

How Do G2 Users Rate Project Insight?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 8.9/10)
  • 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 Project Insight?

  • Seller: Project Insight
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Irvine, CA
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 40% Medium, 30% Large

What Do G2 Reviewers Say About Project Insight?

AI-generated summary from verified user reviews

Pros
  • Users value the automation capabilities of Project Insight, significantly enhancing project management efficiency and focus.
  • Users value the ease of use of Project Insight, enabling focus on work rather than maintenance tasks.
  • Users value the easy integration of Project Insight, simplifying project management through automation and advanced features.
  • Users value the seamless integrations in Project Insight that enhance productivity and simplify project management.
  • Users value the robust security features of Project Insight, which enhance focus on work rather than on maintenance.
Cons
  • Users find the learning curve steep due to many features, requiring significant time and patience.
  • Users find the time-consuming nature of Project Insight's extensive features challenging, requiring significant patience and commitment.

What Are Recent G2 Reviews of Project Insight?

What Are G2 Users Discussing About Project Insight?

Mission Control

Mission Control is your project management command center and Professional Services Automation solution, for any business that wants to elevate its workflow, where you can navigate, plan, manage & evaluate all your projects in one place to improve business performance. Built natively on the Salesforce Platform, the vast array of features are agile and easily customized to your business and client needs. Ultimately, you will be more organized and get the best ROI on your Salesforce platform. The solution helps you manage your end-to-end project, whether that's a complex program of work or simple onboarding / process management. Mission Control provides you with all the features required to effectively and efficiently deliver your professional services projects. The key features of Mission Control include detailed project plans, including multiple resources, financial tracking of revenue and costs, timesheets and expenses, risk management, issue logs, invoice management, PMO analysis, revenue recognition, resource capacity planning, program management, requirements and user stories, Gantt Charts, Resource Schedulers, Kanban Boards.

Average Rating: 4.4/5.0

Total Reviews: 172

How Do G2 Users Rate Mission Control?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.4/10 (Category avg: 7.9/10)
  • Workflow: 8.5/10 (Category avg: 8.5/10)
  • 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 Mission Control?

Who Uses This Product?

  • Who Uses This: Managing Director, Salesforce Consultant
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 61% Small, 34% Medium

What Do G2 Reviewers Say About Mission Control?

AI-generated summary from verified user reviews

Pros
  • Users find the user-friendly interface of Mission Control makes it easy to track project statuses effortlessly.
  • Users appreciate the easy-to-use interface of Mission Control, which enhances visibility into project statuses.
  • Users commend the clear visibility of job statuses in Mission Control, enhancing team collaboration and project management.
  • Users value the clean and user-friendly UI of Mission Control, which enhances project status visibility.
Cons
  • Users are frustrated by the limited customization options in Mission Control, impacting their overall user experience.

What Are Recent G2 Reviews of Mission Control?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024