# Top Free Professional Services Automation Software - Page 2 ## How Many Professional Services Automation Software Products Does G2 Track? **Total Products under this Category:** 142 ### 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 - 142+ 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=51154&focus%5B%5D=101553&focus%5B%5D=104559&focus%5B%5D=19175&focus%5B%5D=1646&focus%5B%5D=152187) Highlighted products: Autotask, BigTime, CMap, Syncro, Deltek Vantagepoint, SAP Cloud ERP (SAP S/4HANA Cloud), Kantata Professional Services Automation (formerly Mavenlink+ Kimble), and Rocketlane. 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=cmap&focus%5B%5D=syncro&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=rocketlane-corp) **Sponsored** ### 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. [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=2026-07-29T02%3A08%3A12Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=61482&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%2Ffree%3Fpage%3D2&secure%5Btoken%5D=4692a0d14ed3f85f4d9574e441ff28694f9791f1d79275b376f8b1f6c47850e9&secure%5Burl%5D=https%3A%2F%2Fwww.screendragon.com%2Fsolutions%2F&secure%5Burl_type%5D=paid_promos) [ Klient PSA ](https://www.g2.com/products/klient-psa/reviews) By [Klient Software](https://www.g2.com/sellers/klient-software) [ 4.5/5(84) ](https://www.g2.com/products/klient-psa/reviews) What do users say? Users consistently praise Klient PSA for its flexibility and integration with Salesforce, which enhances project management and resource visibility. The platform's user-friendly interface and responsi Pros and Cons [ Ease of Use (5) ](https://www.g2.com/products/klient-psa/reviews?qs=pros-and-cons)[ Learning Curve (2) ](https://www.g2.com/products/klient-psa/reviews?qs=pros-and-cons) ### [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) [ VOGSY ](https://www.g2.com/products/vogsy-vogsy/reviews) By [VOGSY](https://www.g2.com/sellers/vogsy) [ 4.7/5(38) ](https://www.g2.com/products/vogsy-vogsy/reviews) What do users say? Users consistently praise VOGSY for its intuitive interface and seamless integration with tools like Google Workspace and QuickBooks, which simplifies project management and reporting. The platform's Pros and Cons [ Ease of Use (4) ](https://www.g2.com/products/vogsy-vogsy/reviews?qs=pros-and-cons)[ Integration Issues (1) ](https://www.g2.com/products/vogsy-vogsy/reviews?qs=pros-and-cons) ### [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? **["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) **["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) #### What Are G2 Users Discussing About VOGSY? - [What is VOGSY used for?](https://www.g2.com/discussions/what-is-vogsy-used-for) [ Productive ](https://www.g2.com/products/productive/reviews) By [Productive](https://www.g2.com/sellers/productive) [ 4.6/5(75) ](https://www.g2.com/products/productive/reviews) What do users say? Users consistently praise the ease of use and comprehensive features of Productive, highlighting its ability to streamline project management, budgeting, and invoicing in one platform. Many appreciate Pros and Cons [ Ease of Use (10) ](https://www.g2.com/products/productive/reviews?qs=pros-and-cons)[ Lack of Integrations (3) ](https://www.g2.com/products/productive/reviews?qs=pros-and-cons) ### [Productive](https://www.g2.com/products/productive/reviews) Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services. **Average Rating:** 4.6/5.0 **Total Reviews:** 73 #### How Do G2 Users Rate Productive? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 10.0/10 (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)?:** 6.6/10 (Category avg: 10/10) #### Who Is the Company Behind Productive? - **Seller:** [Productive](https://www.g2.com/sellers/productive) - **Year Founded:** 2014 - **HQ Location:** Claymont, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4f532a57d2d9b93670e8ebe159b0f8cbcff9f400b83d7411ba1c84590e4e32b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproductive-io%2F&secure%5Burl_type%5D=linkedin_company_website) 161 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small, 17% Medium #### What Do G2 Reviewers Say About Productive? _AI-generated summary from verified user reviews_ ##### Pros - Users find Productive’s **ease of use** essential, enjoying its simplicity and effective integrations for daily tasks. - Users appreciate the **customizability** of Productive, allowing personalized setups that enhance their daily workflow and efficiency. - Users commend **team collaboration** with Productive, appreciating its seamless integration of project management and budgeting features. - Users appreciate the **intuitive and user-friendly interface** of Productive, making onboarding and daily use seamless. - Users appreciate the **responsive and personal customer support** of Productive, enhancing their overall experience with the tool. ##### Cons - Users find the **lack of integrations** frustrating, affecting workflow due to disconnected systems and limited functionalities. - Users point out the **missing features** like flexible reporting and enhanced mobile app capabilities for better functionality. - Users face **organization difficulties** in navigating reports and integrating modules, complicating their overall experience with Productive. - Users find **reporting challenging** , needing more flexibility and detailed options, especially on the mobile app. - Users find **complex usability** issues with report configuration, making it challenging for newcomers to navigate effectively. #### What Are Recent G2 Reviews of Productive? **["We have used Productive for almost 10 years. It was good when we started and keeps getting better!"](https://www.g2.com/survey_responses/productive-review-9235077)** **Rating:** 5.0/5.0 stars _— Torin S._ [Read full review](https://www.g2.com/survey_responses/productive-review-9235077) **["Intuitive Dashboards and Powerful AI Reporting That Transformed Our Workflow"](https://www.g2.com/survey_responses/productive-review-13031933)** **Rating:** 5.0/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/productive-review-13031933) #### What Are G2 Users Discussing About Productive? - [What are the benefits of productivity software?](https://www.g2.com/discussions/what-are-the-benefits-of-productivity-software) - [What are 3 examples of productivity software?](https://www.g2.com/discussions/what-are-3-examples-of-productivity-software) - [What is productivity software?](https://www.g2.com/discussions/what-is-productivity-software) - [What does productivity software include?](https://www.g2.com/discussions/what-does-productivity-software-include) [ Naverisk ](https://www.g2.com/products/naverisk/reviews) By [Naverisk](https://www.g2.com/sellers/naverisk) [ 4.7/5(72) ](https://www.g2.com/products/naverisk/reviews) What do users say? Users consistently praise the ease of use and reliable support provided by Naverisk, noting that it simplifies remote management and monitoring tasks. Many appreciate its comprehensive features that h Pros and Cons [ Reliability (3) ](https://www.g2.com/products/naverisk/reviews?qs=pros-and-cons)[ Inefficient Ticketing System (1) ](https://www.g2.com/products/naverisk/reviews?qs=pros-and-cons) ### [Naverisk](https://www.g2.com/products/naverisk/reviews) 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: 8.8/10) - **Portfolio Performance:** 9.4/10 (Category avg: 7.9/10) - **Workflow:** 10.0/10 (Category avg: 8.4/10) - **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](https://www.g2.com/sellers/naverisk) - **Year Founded:** 2010 - **HQ Location:** Auckland CBD, Auckland - **Twitter:** @Naverisk 426 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=069eb2e873bf3e0e5b80c52fe4e56b208d0e56423490af3c6a2002e734ad7945&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1557974%2F&secure%5Burl_type%5D=linkedin_company_website) 21 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 Naverisk for its **high reliability** , making it an invaluable tool for managing complex IT environments. - Users value the **excellent customer support** from Naverisk, appreciating their expertise and quick responsiveness for IT needs. - Users find Naverisk's **ease of use** exceptional, allowing quick onboarding and efficient management of complex environments. - Users value the **high-quality support** from Naverisk, praising its expertise and responsiveness in IT management. - Users value the **high-quality support** from Naverisk, making it a trusted partner for their IT needs. ##### Cons - Users find the **ticketing system clunky** , affecting usability and efficiency in managing their issues effectively. - Users often face **login issues** with Naverisk, needing to re-login for full feature access consistently. - Users find the **interface outdated** and believe it needs a refresh for a better user experience. - Users find the **ticketing system clunky** , which can hinder the overall experience but is still functional. - Users find the **interface outdated** and suggest it needs a refresh for a better experience. #### What Are Recent G2 Reviews of Naverisk? **["Fully Featured, Stable, and Highly Reliable"](https://www.g2.com/survey_responses/naverisk-review-12003113)** **Rating:** 5.0/5.0 stars _— Shannon H._ [Read full review](https://www.g2.com/survey_responses/naverisk-review-12003113) **["Perfect Pricing and Local Hosting That Fits My Needs"](https://www.g2.com/survey_responses/naverisk-review-12658821)** **Rating:** 5.0/5.0 stars _— Kevin D._ [Read full review](https://www.g2.com/survey_responses/naverisk-review-12658821) #### What Are G2 Users Discussing About Naverisk? - [What is Naverisk RMM & PSA used for?](https://www.g2.com/discussions/what-is-naverisk-rmm-psa-used-for) [ HaloPSA ](https://www.g2.com/products/halopsa/reviews) By [Halo Service Solutions](https://www.g2.com/sellers/halo-service-solutions) [ 4.6/5(44) ](https://www.g2.com/products/halopsa/reviews) What do users say? Users consistently praise the ease of use and flexibility of HaloPSA, highlighting its ability to adapt to various business needs and streamline workflows. The responsive support team is frequently me Pros and Cons [ Ease of Use (3) ](https://www.g2.com/products/halopsa/reviews?qs=pros-and-cons)[ Learning Curve (2) ](https://www.g2.com/products/halopsa/reviews?qs=pros-and-cons) ### [HaloPSA](https://www.g2.com/products/halopsa/reviews) 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:** 44 #### How Do G2 Users Rate HaloPSA? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.8/10 (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 HaloPSA? - **Seller:** [Halo Service Solutions](https://www.g2.com/sellers/halo-service-solutions) - **Year Founded:** 1994 - **HQ Location:** Stowmarket, England - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d87348f63fe6a103b77d75b3a24e600ce1d8345b771b5db9fd6add5d120e6cd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2083634%2F&secure%5Burl_type%5D=linkedin_company_website) 294 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 91% Small, 9% Medium #### What Do G2 Reviewers Say About HaloPSA? _AI-generated summary from verified user reviews_ ##### Pros - Users find HaloPSA's interface to be **simple and intuitive** , significantly enhancing their daily workflow efficiency. - Users praise the **exceptional customer support** of HaloPSA, enhancing user experience and system efficiency. - Users love the **easy integrations** of HaloPSA, enabling smooth connectivity with various systems and automation capabilities. - Users value the **flexibility** of HaloPSA, which adapts to evolving needs and specific customer use-cases. - Users appreciate the **organization** provided by HaloPSA, which streamlines ticket tracking and daily task management. ##### Cons - Users struggle with the **steep learning curve** of HaloPSA due to unclear documentation and potential feature conflicts. - Users report **billing issues** with HaloPSA, noting limitations in the invoicing and recurring billing systems. - Users find the **complex usability** of HaloPSA challenging due to insufficient documentation and reliance on trial and error. - Users find the **difficult setup** of HaloPSA challenging, wishing for a more straightforward implementation process. - Users find HaloPSA's **billing and invoicing systems lacking** , as recurring billing features do not fully meet their needs. #### What Are Recent G2 Reviews of HaloPSA? **["Automation and Integration at Its Best"](https://www.g2.com/survey_responses/halopsa-review-12797548)** **Rating:** 5.0/5.0 stars _— Randal W._ [Read full review](https://www.g2.com/survey_responses/halopsa-review-12797548) **["Modern, Highly Customisable PSA with Strong Integrations"](https://www.g2.com/survey_responses/halopsa-review-13128209)** **Rating:** 5.0/5.0 stars _— Simon C._ [Read full review](https://www.g2.com/survey_responses/halopsa-review-13128209) #### What Are G2 Users Discussing About HaloPSA? - [What is HaloPSA used for?](https://www.g2.com/discussions/what-is-halopsa-used-for) [ Screendragon ](https://www.g2.com/products/screendragon/reviews) By [Screendragon](https://www.g2.com/sellers/screendragon) [ 4.7/5(110) ](https://www.g2.com/products/screendragon/reviews) What do users say? Users consistently praise the product for its flexibility and customization, allowing teams to tailor workflows to their specific needs. The responsive support team is frequently highlighted as a key Pros and Cons [ Customer Support (12) ](https://www.g2.com/products/screendragon/reviews?qs=pros-and-cons)[ Limitations (3) ](https://www.g2.com/products/screendragon/reviews?qs=pros-and-cons) ### [Screendragon](https://www.g2.com/products/screendragon/reviews) 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: 8.8/10) - **Portfolio Performance:** 8.6/10 (Category avg: 7.9/10) - **Workflow:** 9.6/10 (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 Screendragon? - **Seller:** [Screendragon](https://www.g2.com/sellers/screendragon) - **Company Website:** www.screendragon.com - **Year Founded:** 2001 - **HQ Location:** London, England - **Twitter:** @screendragon 4,101 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=18676ee70b877deb7e57ded46c163851feeaffa06d6769ae859ecb94135196c2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2018080%2F&secure%5Burl_type%5D=linkedin_company_website) 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 rave about the **excellent customer support** from Screendragon, highlighting their responsiveness and eagerness to assist. - Users appreciate the **efficient team collaboration** in Screendragon, which enhances their project management and workflow processes. - Users find **Screendragon easy to use** , with intuitive features that streamline project management and enhance collaboration. - Users value the **flexibility** of Screendragon, easily adapting it for projects of all sizes and unique workflows. - Users commend the **quick response** of Screendragon's team, consistently supporting urgent needs and process solutions. ##### Cons - Users find **platform limitations** in Screendragon that can create challenges for larger organizational needs and usability. - Users find the **complexity of the admin console** challenging, impacting the overall user-friendliness of Screendragon. - Users find the **complexity of the admin console** challenging, impacting their overall experience with Screendragon. - Users find the **confusion in creating reports** frustrating, wishing for a more user-friendly experience with Screendragon. - Users find the **inadequate reporting** in Screendragon challenging, desiring more user-friendly options for report creation. #### What Are Recent G2 Reviews of Screendragon? **["Intuitive and Streamlined Project Management with Exceptional Support"](https://www.g2.com/survey_responses/screendragon-review-12436350)** **Rating:** 5.0/5.0 stars _— Chelsea L._ [Read full review](https://www.g2.com/survey_responses/screendragon-review-12436350) **["Screendragon is a great resource & project mgmt tool with a strong team standing behind the product"](https://www.g2.com/survey_responses/screendragon-review-11383581)** **Rating:** 4.5/5.0 stars _— Sheung L._ [Read full review](https://www.g2.com/survey_responses/screendragon-review-11383581) #### What Are G2 Users Discussing About Screendragon? - [What is your experience with Screendragon for managing creative projects, and how does it compare to other tools?](https://www.g2.com/discussions/what-is-your-experience-with-screendragon-for-managing-creative-projects-and-how-does-it-compare-to-other-tools) - [What is Screendragon used for?](https://www.g2.com/discussions/what-is-screendragon-used-for) [ Bonsai ](https://www.g2.com/products/bonsai/reviews) By [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16) [ 4.3/5(101) ](https://www.g2.com/products/bonsai/reviews) What do users say? Users consistently praise the user-friendly interface and the ability to streamline invoicing and contracts, making it easier to manage their freelance businesses. Many appreciate the time-saving feat Pros and Cons [ Ease of Use (21) ](https://www.g2.com/products/bonsai/reviews?qs=pros-and-cons)[ Missing Features (18) ](https://www.g2.com/products/bonsai/reviews?qs=pros-and-cons) ### [Bonsai](https://www.g2.com/products/bonsai/reviews) 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: 8.8/10) - **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 Bonsai? - **Seller:** [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16) - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @bonsaiinc 3,038 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b38d0f7036e5aae4771034a2d2363bbf2078d06e3ca9949e803bb4db2e05cfc2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6591614%2F&secure%5Burl_type%5D=linkedin_company_website) 41 employees on LinkedIn® #### 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 love the **ease of use** of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place. - Users value the **all-in-one invoicing management** of Bonsai, streamlining proposals, payments, and business operations efficiently. - Users appreciate the **all-in-one invoice management** of Bonsai, simplifying proposals, payments, and overall business processes. - Users value the **time-saving features** of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place. - Users value the **time tracking** feature of Bonsai, enhancing project management and streamlining their business operations. ##### Cons - Users note the **missing features** , such as contact export options and a mobile app, affecting overall satisfaction. - Users find Bonsai **expensive compared to alternatives** , often paying for features they don't use and lacking customization options. - Users face **integration issues** with Bonsai, particularly affecting scheduling and timezone management for global teams. - Users find **limited customization** in Bonsai's packages, making it challenging to tailor the service to specific needs. - Users find Bonsai's **limited features** restrictive, often missing vital tools while paying for unnecessary options. #### What Are Recent G2 Reviews of Bonsai? **["Great Accounts/CRM/collab solution for micro and small businesses"](https://www.g2.com/survey_responses/bonsai-review-9713271)** **Rating:** 5.0/5.0 stars _— Anita Q._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271) **["A love hate relationship I love to hate"](https://www.g2.com/survey_responses/bonsai-review-10245202)** **Rating:** 5.0/5.0 stars _— Braden E._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202) #### What Are G2 Users Discussing About Bonsai? - [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers) - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments [ Avaza ](https://www.g2.com/products/avaza/reviews) By [Avaza Software](https://www.g2.com/sellers/avaza-software) [ 4.5/5(385) ](https://www.g2.com/products/avaza/reviews) What do users say? Users consistently praise Avaza for its ease of use and responsive customer support, making it a reliable choice for project management and invoicing. The intuitive interface allows for efficient time Pros and Cons [ Ease of Use (16) ](https://www.g2.com/products/avaza/reviews?qs=pros-and-cons)[ Limited Features (11) ](https://www.g2.com/products/avaza/reviews?qs=pros-and-cons) ### [Avaza](https://www.g2.com/products/avaza/reviews) 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:** 372 #### How Do G2 Users Rate Avaza? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.9/10 (Category avg: 7.9/10) - **Workflow:** 8.7/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 8.8/10 (Category avg: 10/10) #### Who Is the Company Behind Avaza? - **Seller:** [Avaza Software](https://www.g2.com/sellers/avaza-software) - **Company Website:** www.avaza.com - **Year Founded:** 2014 - **HQ Location:** Neutral Bay - **Twitter:** @AvazaHQ 1,038 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d9b76644acf957e0334e0890b47e525663051f1f566b9dde73de70ecb8aa761d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3778536%2F&secure%5Burl_type%5D=linkedin_company_website) 20 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Project Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 75% Small, 22% Medium #### What Do G2 Reviewers Say About Avaza? _AI-generated summary from verified user reviews_ ##### Pros - Users find Avaza **easy to use** , enabling smooth collaboration and effective project management insights for their teams. - Users enjoy the **effective time tracking** in Avaza, facilitating easy insight into team utilization and budget management. - Users commend the **world-class customer support** of Avaza, appreciating quick and effective resolutions from real humans. - Users find that Avaza's **time-saving features** streamline project management, enhancing team collaboration and reporting efficiency. - Users appreciate Avaza's **simple and intuitive interface** , facilitating ease of use and powerful functionality for productivity. ##### Cons - Users express concern over **limited features** in Avaza, especially regarding invoice customization and task management. - Users find the **limited features for grouping timesheet entries and sub-tasks** hinder effective time management in Avaza. - Users find **limited customization** frustrating, especially with invoice templates and task management features in Avaza. - Users find **reporting challenging** in Avaza due to complex data pulling and overwhelming project setups. - Users report **reporting issues** due to complexity and limited customization, making data retrieval frustrating. #### What Are Recent G2 Reviews of Avaza? **["Less time reconstructing hours and costs between .NET delivery and invoicing"](https://www.g2.com/survey_responses/avaza-review-13133826)** **Rating:** 4.5/5.0 stars _— Yurii L._ [Read full review](https://www.g2.com/survey_responses/avaza-review-13133826) **["Avaza has help my team stay organized"](https://www.g2.com/survey_responses/avaza-review-9237212)** **Rating:** 4.0/5.0 stars _— Craig S._ [Read full review](https://www.g2.com/survey_responses/avaza-review-9237212) #### What Are G2 Users Discussing About Avaza? - [What is Avaza used for?](https://www.g2.com/discussions/what-is-avaza-used-for) [ Allfred ](https://www.g2.com/products/allfred/reviews) By [Allfred](https://www.g2.com/sellers/allfred) [ 4.7/5(53) ](https://www.g2.com/products/allfred/reviews) What do users say? Users consistently praise the ease of use and intuitive interface of Allfred, which simplifies project management and time tracking. Many appreciate having all necessary tools in one place, enhancing Pros and Cons [ Time-saving (20) ](https://www.g2.com/products/allfred/reviews?qs=pros-and-cons)[ Slow Loading (8) ](https://www.g2.com/products/allfred/reviews?qs=pros-and-cons) ### [Allfred](https://www.g2.com/products/allfred/reviews) 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: 8.8/10) - **Portfolio Performance:** 7.8/10 (Category avg: 7.9/10) - **Workflow:** 5.0/10 (Category avg: 8.4/10) - **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](https://www.g2.com/sellers/allfred) - **Year Founded:** 2020 - **HQ Location:** Bratislava, Slovakia - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efb28663f5adcf2044aff9f013e125df8c585cc5e88f5222ca43b68e9c84357a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallfred&secure%5Burl_type%5D=linkedin_company_website) 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 value the **time-saving features** of Allfred, streamlining their workflows and enhancing overall productivity effortlessly. - Users appreciate the **ease of use** of Allfred, finding it simplifies tasks and integrates seamlessly with other tools. - Users love the **simplicity and organization** of Allfred's task management, integrating everything they need in one place. - Users value the **comprehensive project management capabilities** of Allfred, enhancing team coordination and task transparency effectively. - Users appreciate the **robust features** of Allfred, enhancing efficiency in budgeting, tracking, and project management. ##### Cons - Users find that occasionally **loading times can be slow** , especially with large data sheets affecting the experience. - Users notice occasional **slow performance** , especially with large data sheets, but it's improving in newer versions. - Users experience **slow update issues** with Allfred, causing frustration when tasks remain marked as ongoing for too long. - Users report occasional **bug issues** that can disrupt workflow, though they are generally considered minor inconveniences. - Users encounter occasional **glitches** with Allfred, which can disrupt workflow but are generally minor. #### What Are Recent G2 Reviews of Allfred? **["Efficient and Intuitive, But Room for Improvement"](https://www.g2.com/survey_responses/allfred-review-10617922)** **Rating:** 4.5/5.0 stars _— Vladyslav M._ [Read full review](https://www.g2.com/survey_responses/allfred-review-10617922) **["One-Stop Tool for Managing Sales, Production, and Team Capacity"](https://www.g2.com/survey_responses/allfred-review-12279476)** **Rating:** 4.0/5.0 stars _— Adriano V._ [Read full review](https://www.g2.com/survey_responses/allfred-review-12279476) [ WorkflowMAX ](https://www.g2.com/products/workflowmax/reviews) By [WorkflowMAX](https://www.g2.com/sellers/workflowmax) [ 4.1/5(66) ](https://www.g2.com/products/workflowmax/reviews) What do users say? Users consistently praise the ease of use and intuitive interface of WorkflowMax, highlighting how it simplifies project management and time tracking. The seamless integration with Xero is frequently Pros and Cons [ Ease of Use (25) ](https://www.g2.com/products/workflowmax/reviews?qs=pros-and-cons)[ Missing Features (7) ](https://www.g2.com/products/workflowmax/reviews?qs=pros-and-cons) ### [WorkflowMAX](https://www.g2.com/products/workflowmax/reviews) 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: 8.8/10) - **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 WorkflowMAX? - **Seller:** [WorkflowMAX](https://www.g2.com/sellers/workflowmax) - **Company Website:** workflowmax.com - **Year Founded:** 2023 - **HQ Location:** Melbourne - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b92c8824d360191ba8fe42106ab96adc063c6cdb9204f971bde55c07ae28b47&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fworkflowmax-by-bluerock%2F&secure%5Burl_type%5D=linkedin_company_website) 26 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 appreciate the **ease of use** of WorkflowMax, finding it intuitive and customizable for seamless integration. - Users appreciate the **central time tracking functionality** of WorkflowMax, enabling effective project management and accountability. - Users appreciate the **easy integration** with Xero, streamlining workflows and enhancing project cost management. - Users value the **seamless integration with Xero** , simplifying invoicing and enhancing workflow efficiency in WorkflowMax. - Users appreciate the **seamless integration and comprehensive features** of WorkflowMax for effective project management and cost tracking. ##### Cons - Users find missing features like **Dext integration and multi-currency billing** hinder WorkflowMAX's effectiveness and usability. - Users find WorkflowMAX has **limited functionality** , with slow processes and many bugs hindering their experience. - Users express frustration over **billing issues** , including inconsistencies in quotes and complexities in invoicing ongoing jobs. - Users find the **time consumption** tedious, struggling with excessive clicks and slow page refreshes while logging entries. - Users face **invoicing problems** such as discrepancies and lack of options for multi-currency billing and tax deductions. #### What Are Recent G2 Reviews of WorkflowMAX? **["Perfect for Creative Studios: Easy Reporting and Seamless Xero Integration"](https://www.g2.com/survey_responses/workflowmax-review-12021501)** **Rating:** 5.0/5.0 stars _— Verified User in Graphic Design_ [Read full review](https://www.g2.com/survey_responses/workflowmax-review-12021501) **["Outstanding Experience with No Drawbacks"](https://www.g2.com/survey_responses/workflowmax-review-12203791)** **Rating:** 5.0/5.0 stars _— nam.bui@nzier.org.nz B._ [Read full review](https://www.g2.com/survey_responses/workflowmax-review-12203791) #### What Are G2 Users Discussing About WorkflowMAX? - [What is WorkflowMax used for?](https://www.g2.com/discussions/what-is-workflowmax-used-for) [ Cloud Coach ](https://www.g2.com/products/cloud-coach/reviews) By [Cloud Coach](https://www.g2.com/sellers/cloud-coach-43497685-2c64-4700-a4ec-dacdf7bf3c94) [ 4.5/5(176) ](https://www.g2.com/products/cloud-coach/reviews) What do users say? Users consistently praise the seamless integration with Salesforce, which enhances project management and resource allocation without switching platforms. The software's customizable features and robu Pros and Cons [ Ease of Use (51) ](https://www.g2.com/products/cloud-coach/reviews?qs=pros-and-cons)[ Learning Curve (24) ](https://www.g2.com/products/cloud-coach/reviews?qs=pros-and-cons) ### [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews) 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: 8.8/10) - **Portfolio Performance:** 6.8/10 (Category avg: 7.9/10) - **Workflow:** 8.2/10 (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 Cloud Coach? - **Seller:** [Cloud Coach](https://www.g2.com/sellers/cloud-coach-43497685-2c64-4700-a4ec-dacdf7bf3c94) - **Company Website:** www.cloudcoach.com - **Year Founded:** 2005 - **HQ Location:** Fort Collins, Colorado - **Twitter:** @cloudcoach 116 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ebab66de9f316860a0ee5073d272586a88200488ebf6e75263731b99bea0d9a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2739348%2F&secure%5Burl_type%5D=linkedin_company_website) 46 employees on LinkedIn® #### 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 commend the **ease of use** of Cloud Coach, appreciating its intuitive interface and quick setup process. - Users value the **seamless integration with Salesforce** in Cloud Coach, enhancing project management efficiency and visibility. - Users value the **seamless integrations** with Salesforce, enhancing project management and data visibility across the organization. - Users value the **easy integration** of Cloud Coach with Salesforce, enhancing customization and functionality for company-specific needs. - Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency. ##### Cons - Users find the **learning curve steep** , which can be intimidating for newcomers to Cloud Coach. - Users find Cloud Coach to have **cumbersome complexity** that hinders usability and requires extensive customization efforts. - Users note **missing features** in Cloud Coach, highlighting the need for more comprehensive functionalities and improvements. - Users find **limited customization** options in Cloud Coach compared to other project management tools, leading to frustration. - Users find Cloud Coach's interface **cumbersome and overly complex** , especially when managing dependencies in projects. #### What Are Recent G2 Reviews of Cloud Coach? **["Seamless Salesforce Integration and Powerful Project Management"](https://www.g2.com/survey_responses/cloud-coach-review-12110564)** **Rating:** 4.5/5.0 stars _— Msalazar L._ [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564) **["Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking"](https://www.g2.com/survey_responses/cloud-coach-review-12276021)** **Rating:** 5.0/5.0 stars _— Beatrice R._ [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021) #### What Are G2 Users Discussing About Cloud Coach? - [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach) - [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool) - [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program) - [What does Cloud Coach do?](https://www.g2.com/discussions/what-does-cloud-coach-do) - 1 comment [ Insight ](https://www.g2.com/products/project-insight/reviews) By [Project Insight](https://www.g2.com/sellers/project-insight) [ 4.2/5(20) ](https://www.g2.com/products/project-insight/reviews) What do users say? Users consistently praise the software for its ability to track projects and manage tasks effectively, allowing teams to stay organized and informed. Many appreciate the automation features that reduc Pros and Cons [ Automation (1) ](https://www.g2.com/products/project-insight/reviews?qs=pros-and-cons)[ Learning Curve (1) ](https://www.g2.com/products/project-insight/reviews?qs=pros-and-cons) ### [Project Insight](https://www.g2.com/products/project-insight/reviews) 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: 8.8/10) - **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](https://www.g2.com/sellers/project-insight) - **Company Website:** projectinsight.com - **Year Founded:** 2001 - **HQ Location:** Irvine, CA - **Twitter:** @ProjectInsight 2,592 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cb2c4a5adf678366342f545ec3c0dff7573f2e053e93472c4abf47d5b903dff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectinsight%2F&secure%5Burl_type%5D=linkedin_company_website) 29 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 appreciate the **fully automated features** of Project Insight, allowing them to focus on work instead of maintenance. - Users appreciate the **ease of use** of Project Insight, facilitating project management without manual data entry hassles. - Users enjoy the **easy integration** features of Project Insight, allowing seamless workflows and enhanced focus on tasks. - Users appreciate the **seamless integrations** of Project Insight, enhancing productivity and streamlining project management tasks. - Users value the **excellent security features** of Project Insight, ensuring their project data is well-protected. ##### Cons - Users find that the **learning curve can be steep** due to the extensive features, requiring significant time and patience. - Users find the **time consumption** due to numerous features of Project Insight can be frustrating and challenging. #### What Are Recent G2 Reviews of Project Insight? **["Customizable, Efficient, and User-Friendly for Large Teams"](https://www.g2.com/survey_responses/project-insight-review-13037766)** **Rating:** 5.0/5.0 stars _— Sajanbir K._ [Read full review](https://www.g2.com/survey_responses/project-insight-review-13037766) **["User-Friendly Project Management Platform with Exceptional Support"](https://www.g2.com/survey_responses/project-insight-review-12893415)** **Rating:** 5.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/project-insight-review-12893415) #### What Are G2 Users Discussing About Project Insight? - [What are some unique features of project management software in general?](https://www.g2.com/discussions/project-insight-what-are-some-unique-features-of-project-management-software-in-general) - [What are some project management tool features?](https://www.g2.com/discussions/project-insight-what-are-some-project-management-tool-features) - [What is insight in project management?](https://www.g2.com/discussions/what-is-insight-in-project-management) - [What are some project features?](https://www.g2.com/discussions/what-are-some-project-features) [ Birdview ](https://www.g2.com/products/birdview/reviews) By [Birdview PSA](https://www.g2.com/sellers/birdview-psa) [ 4.2/5(407) ](https://www.g2.com/products/birdview/reviews) What do users say? Users consistently praise the software for its ease of use and intuitive interface, which simplifies project management and time tracking. Many appreciate how it consolidates various project elements ### [Birdview](https://www.g2.com/products/birdview/reviews) 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:** 391 #### How Do G2 Users Rate Birdview? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.4/10 (Category avg: 7.9/10) - **Workflow:** 9.3/10 (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 Birdview? - **Seller:** [Birdview PSA](https://www.g2.com/sellers/birdview-psa) - **Company Website:** birdviewpsa.com - **Year Founded:** 2003 - **HQ Location:** Toronto - **Twitter:** @birdviewpsa 1,202 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55b399d11d3232e945c4a420a5222a99083e05460c89388f79678aa2c4eadf81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbirdviewpsa%2F&secure%5Burl_type%5D=linkedin_company_website) 34 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 43% Medium, 34% Small #### What Are Recent G2 Reviews of Birdview? **["Consultant - review after 6 months of work"](https://www.g2.com/survey_responses/birdview-review-9723891)** **Rating:** 4.5/5.0 stars _— Ravi Shankar P._ [Read full review](https://www.g2.com/survey_responses/birdview-review-9723891) **["Birdview product review"](https://www.g2.com/survey_responses/birdview-review-11666311)** **Rating:** 4.5/5.0 stars _— Roshan R._ [Read full review](https://www.g2.com/survey_responses/birdview-review-11666311) #### What Are G2 Users Discussing About Birdview? - [What is PSA in technology?](https://www.g2.com/discussions/what-is-psa-in-technology) - 1 comment - [What are simple projects?](https://www.g2.com/discussions/what-are-simple-projects) - 2 comments - [What is PSA in ERP?](https://www.g2.com/discussions/what-is-psa-in-erp) - 1 comment - [What are some unique features of project management software?](https://www.g2.com/discussions/easy-projects-what-are-some-unique-features-of-project-management-software) - 1 comment - [What is a PSA platform?](https://www.g2.com/discussions/what-is-a-psa-platform) - 1 comment [ Mission Control ](https://www.g2.com/products/mission-control/reviews) By [Aprika Business Solutions](https://www.g2.com/sellers/aprika-business-solutions) [ 4.4/5(174) ](https://www.g2.com/products/mission-control/reviews) What do users say? Users consistently praise the ease of use and integration with Salesforce, highlighting how it streamlines project management and enhances team collaboration. The platform's flexibility allows for tai Pros and Cons [ Ease of Use (1) ](https://www.g2.com/products/mission-control/reviews?qs=pros-and-cons)[ Limited Customization (1) ](https://www.g2.com/products/mission-control/reviews?qs=pros-and-cons) ### [Mission Control](https://www.g2.com/products/mission-control/reviews) 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: 8.8/10) - **Portfolio Performance:** 7.4/10 (Category avg: 7.9/10) - **Workflow:** 8.5/10 (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 Mission Control? - **Seller:** [Aprika Business Solutions](https://www.g2.com/sellers/aprika-business-solutions) - **Company Website:** www.aprika.com - **Year Founded:** 2010 - **HQ Location:** Melbourne, Victoria, Australia - **Twitter:** @MissionCntrlPM 7,230 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9a735b228e3e1622739d97c702a59933b012e4b5f7bbcc9c0fefeeaf5e90ccc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1163763%2F&secure%5Burl_type%5D=linkedin_company_website) 16 employees on LinkedIn® #### 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 appreciate the **ease of use** of Mission Control, benefiting from its clear UI and project status visibility. - Users appreciate the **clear job status visibility** and user-friendly interface of Mission Control for effective project management. - Users value the **clear visibility of project statuses** and appreciate the user-friendly interface of Mission Control. - Users value the **easy-to-use and clean UI** of Mission Control, enhancing their experience with clear project statuses. ##### Cons - Users express concerns over **limited customization options** and lack of access control in Mission Control. #### What Are Recent G2 Reviews of Mission Control? **["Highly Customizable, Smooth Onboarding, and Easy Salesforce Integration"](https://www.g2.com/survey_responses/mission-control-review-12781714)** **Rating:** 5.0/5.0 stars _— Verified User in Computer & Network Security_ [Read full review](https://www.g2.com/survey_responses/mission-control-review-12781714) **["All-in-One Project Management Natively Inside Salesforce"](https://www.g2.com/survey_responses/mission-control-review-12992451)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/mission-control-review-12992451) [ Juntrax ](https://www.g2.com/products/juntrax/reviews) By [Juntrax Solutions](https://www.g2.com/sellers/juntrax-solutions) [ 4.3/5(37) ](https://www.g2.com/products/juntrax/reviews) What do users say? Users consistently praise the software for its user-friendly interface and ease of use, making it simple to manage tasks like timesheets and project tracking. Many appreciate the quick customer suppor Pros and Cons [ Ease of Use (18) ](https://www.g2.com/products/juntrax/reviews?qs=pros-and-cons)[ Slow Loading (12) ](https://www.g2.com/products/juntrax/reviews?qs=pros-and-cons) ### [Juntrax](https://www.g2.com/products/juntrax/reviews) Juntrax is an integrated business operations solution for global offices, customers can now get visibility into their operations worldwide and stay connected with their organization. By uniting HRMS, PSA and Financial modules on one integrated software customers can use one solution to manage their operations worldwide. Modules available in our integrated solution: 1. Workforce 2. Leaves 3. Attendance 4. Timesheets 5. Payroll 6. Projects 7. Assets 8. Sales (Quotation, PO, Invoices-Receivables) 9. Purchases ((Quotation, PO, Invoices-Receivables-Payables) 10. Expenses and Reimbursements Why Choose Juntrax as Your ERP Partner? • All-in-One Platform: Replace multiple tools with a single, integrated solution for streamlined workflows. • Global Operations Made Simple: Manage global activities from one unified platform. • Enterprise-Grade Security: Protect your data with robust security and compliance measures. • Transparent Pricing: Enjoy competitive pricing with no hidden costs. • Automation-Driven Efficiency: Save time and reduce errors with intelligent automation features. • Actionable Insights: Leverage real-time dashboards to make data-driven decisions. • Scalable for Growth: Designed to adapt as your business grows and evolves. • User-Friendly Interface: Simplify operations with a platform built for ease of use and productivity. **Average Rating:** 4.3/5.0 **Total Reviews:** 37 #### How Do G2 Users Rate Juntrax? - **Has the product been a good partner in doing business?:** 9.6/10 (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 Juntrax? - **Seller:** [Juntrax Solutions](https://www.g2.com/sellers/juntrax-solutions) - **Year Founded:** 2016 - **HQ Location:** San Francisco, CA - **Twitter:** @Juntrax 30 Twitter followers - **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6b45deaf2d5a603e4798070ff65685d1ec9d74e1f3d1b126a75cd8f138d1715c&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fjuntrax&secure%5Burl_type%5D=linkedin_company_website) 22 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Design, Semiconductors - **Company Size:** 78% Medium, 22% Small #### What Do G2 Reviewers Say About Juntrax? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** in Juntrax, simplifying tasks like leave, timesheets, and onboarding. - Users find **tracking ease** with Juntrax enhances project management and simplifies timesheet management effectively. - Users find Juntrax to be **user-friendly** , facilitating effortless management of leave, timesheets, and projects. - Users appreciate the **effective time tracking** capabilities of Juntrax, enhancing project management and team performance analysis. - Users praise the **quick customer support** of Juntrax, ensuring immediate solutions when issues arise. ##### Cons - Users experience **slow loading** times, particularly in certain modules, impacting the overall efficiency of Juntrax. - Users find the **interface not intuitive** , experiencing slowness and usability issues during prolonged use. - Users experience **slow performance** during peak times, impacting usability and overall satisfaction with Juntrax. - Users report that the **app performance** is lacking, with slow modules and an outdated mobile experience. - Users experience **slowness and lag** in certain modules, particularly in viewing leave balances and UI performance. #### What Are Recent G2 Reviews of Juntrax? **["Efficient HR and Project Management with Juntrax"](https://www.g2.com/survey_responses/juntrax-review-12971058)** **Rating:** 4.5/5.0 stars _— Accounts C._ [Read full review](https://www.g2.com/survey_responses/juntrax-review-12971058) **["Great concept of integrated business operations software!"](https://www.g2.com/survey_responses/juntrax-review-4841348)** **Rating:** 4.0/5.0 stars _— SUDHANSHU T._ [Read full review](https://www.g2.com/survey_responses/juntrax-review-4841348) - [‹ Prev‹ Prev](/categories/professional-services-automation/free?order=g2_score#product-list) - [1](/categories/professional-services-automation/free?order=g2_score#product-list) - 2 - [3](/categories/professional-services-automation/free?order=g2_score&page=3#product-list) - [4](/categories/professional-services-automation/free?order=g2_score&page=4#product-list) - [Next ›Next ›](/categories/professional-services-automation/free?order=g2_score&page=3#product-list) Spotlight Categories [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) [Contract Lifecycle Management (CLM) Software](https://www.g2.com/categories/contract-lifecycle-management-clm) [E-Signature Software](https://www.g2.com/categories/e-signature) [Sales Enablement Software](https://www.g2.com/categories/sales-enablement) [CPQ Software](https://www.g2.com/categories/cpq) 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)