Best Professional Services Automation Software for Medium-Sized Businesses - Page 2

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 285

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
  • 30,100+ Authentic Reviews
  • 285+ 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: BigTime, Deltek Vantagepoint, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), Rocketlane, Keka, Planhat, CMap, and Autotask.

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=bigtime&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=rocketlane-corp&focus%5B%5D=keka&focus%5B%5D=planhat&focus%5B%5D=cmap&focus%5B%5D=autotask&segment=mid-market)

Wrike

Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt

Average Rating: 4.2/5.0

Total Reviews: 4,482

How Do G2 Users Rate Wrike?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.0/10 (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)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Wrike?

  • Seller: Wrike, Inc.
  • Company Website:
  • Year Founded: 2006
  • HQ Location: San Diego, CA
  • LinkedIn® Page: www.linkedin.com
    1,257 employees on LinkedIn®
  • Ownership: Symphony Technology Group (STG)

Who Uses This Product?

  • Who Uses This: Project Manager, Marketing Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 43% Medium, 35% Small

What Do G2 Reviewers Say About Wrike?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the flexibility and scalability of Wrike, enhancing project management and team collaboration effectively.
  • Users value the real-time collaboration features of Wrike, enhancing team alignment and project management efficiency.
  • Users value the enhanced task management features of Wrike, which streamline collaboration and improve project tracking.
  • Users commend the organization capabilities of Wrike, enabling clear project visibility and efficient timeline management.
  • Users appreciate the ease of use in Wrike, quickly adapting to its customizable features and integrations.
Cons
  • Users find the learning curve steep in customizing Wrike, leading some to prefer alternatives like Notion.
  • Users find Wrike not intuitive, struggling with its complex navigation and customization options compared to other tools.
  • Users note missing features in Wrike, particularly requiring improved visuals and advanced reporting options for design and management tasks.
  • Users note the limited features for advanced calculations, making complex reporting difficult on Wrike.
  • Users find Wrike's complexity overwhelming, especially when it comes to customization and keeping up with new features.

What Are Recent G2 Reviews of Wrike?

What Are G2 Users Discussing About Wrike?

ConnectWise PSA

ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery.

Average Rating: 4.0/5.0

Total Reviews: 557

How Do G2 Users Rate ConnectWise PSA?

  • Has the product been a good partner in doing business?: 7.6/10 (Category avg: 8.8/10)
  • Portfolio Performance: 6.0/10 (Category avg: 7.9/10)
  • Workflow: 7.5/10 (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 ConnectWise PSA?

  • Seller: ConnectWise
  • Company Website:
  • Year Founded: 1982
  • HQ Location: Tampa, FL
  • LinkedIn® Page: www.linkedin.com
    3,401 employees on LinkedIn®
  • Phone: 800-671-6898

Who Uses This Product?

  • Who Uses This: President, Network Engineer
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 66% Small, 28% Medium

What Do G2 Reviewers Say About ConnectWise PSA?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of ConnectWise PSA, appreciating its simple implementation and seamless integration features.
  • Users praise the seamless integration of ConnectWise PSA, enhancing their operational efficiency and management capabilities.
  • Users value the seamless integrations of ConnectWise PSA, enhancing efficiency and streamlining their operations.
  • Users value the feature richness of ConnectWise PSA, benefiting from its all-in-one functionality and strong automation.
  • Users value the excellent customer support from ConnectWise PSA, enhancing their overall experience and problem resolution.
Cons
  • Users find the steep learning curve of ConnectWise PSA challenging, noting complexity and slow interface performance.
  • Users express frustration with the poor customer support, citing slow response times and unhelpfulness in resolving issues.
  • Users find the complex usability of ConnectWise PSA challenging, citing a steep learning curve and cumbersome interface.
  • Users find the missing features, like a lite version and better mobile app, limit ConnectWise PSA's usability.
  • Users frequently experience performance issues with ConnectWise PSA, citing slow interface and complicated processes that hinder productivity.

What Are Recent G2 Reviews of ConnectWise PSA?

What Are G2 Users Discussing About ConnectWise PSA?

Certinia PS Cloud

Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports.

Average Rating: 4.3/5.0

Total Reviews: 645

How Do G2 Users Rate Certinia PS Cloud?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.2/10 (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 Certinia PS Cloud?

  • Seller: Certinia
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    995 employees on LinkedIn®
  • Phone: 1-866-743-2220

Who Uses This Product?

  • Who Uses This: Salesforce Administrator, Project Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 53% Medium, 36% Large

What Do G2 Reviewers Say About Certinia PS Cloud?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of integration with Salesforce, enhancing overall project and resource management efficiency.
  • Users commend the seamless integration of Certinia PS Cloud with Salesforce, enhancing project management and efficiency significantly.
  • Users value the efficient reporting capabilities of Certinia PS Cloud, enhancing project management through connected insights.
  • Users appreciate the user-friendly interface of Certinia PS Cloud, which simplifies configuration and navigation for everyone.
  • Users value the deep integration with Salesforce, which enhances efficiency and provides real-time visibility into project performance.
Cons
  • Users find the steep learning curve of Certinia PS Cloud challenging, complicating initial setup and ongoing management.
  • Users find the complex usability of Certinia PS Cloud challenging, particularly due to the steep learning curve.
  • Users find difficult customization in Certinia PS Cloud, hindering project status reporting and overall usability.
  • Users criticize the slow performance of Certinia PS Cloud, leading to complications in accounting and inefficiencies.
  • Users find missing features in Certinia PS Cloud, seeking improved UI and functionality for better usability.

What Are Recent G2 Reviews of Certinia PS Cloud?

What Are G2 Users Discussing About Certinia PS Cloud?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

Accelo

Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.

Average Rating: 4.3/5.0

Total Reviews: 661

How Do G2 Users Rate Accelo?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.1/10 (Category avg: 7.9/10)
  • Workflow: 8.6/10 (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 Accelo?

  • Seller: Accelo
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 72% Small, 25% Medium

What Do G2 Reviewers Say About Accelo?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Accelo, facilitating seamless organization of tasks and client communication.
  • Users value the customizability and organization of Accelo, enhancing project management and team collaboration effectively.
  • Users value the efficiency of Accelo in organizing tasks, delegating responsibilities, and integrating financial management seamlessly.
  • Users value the versatile client management capabilities of Accelo, enhancing organization and collaboration within teams.
  • Users appreciate the comprehensive task management features of Accelo, enhancing organization and team collaboration effectively.
Cons
  • Users face missing features in Accelo, such as clunky reports and lack of crucial syncing options.
  • Users face a steep learning curve with Accelo, complicating navigation and integration into existing processes.
  • Users find limited features in Accelo, particularly with reports, syncing, and mobile app functionality.
  • Users find limited customization in Accelo, making it less appealing and complicating template and workflow management.
  • Users find Accelo's complexity overwhelming, struggling with navigation, setup, and an unclear learning curve.

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

SuperOps

SuperOps is an AI-native, unified platform built for modern Managed Service Providers (MSPs) and internal IT teams. It addresses one of the biggest operational challenges in IT- tool sprawl. Many organizations rely on multiple disconnected solutions for Professional Services Automation (PSA), Remote Monitoring and Management (RMM), Mobile Device Management (MDM), asset management, help desk, and network monitoring. Managing these separate tools often leads to complex integrations, fragmented data, and increased operational overhead. SuperOps eliminates this complexity by bringing everything together in a single platform built on a unified architecture. Unlike traditional solutions that connect multiple products through integrations, SuperOps is built on a shared data layer, allowing every feature to work seamlessly together. This unified approach enables IT teams to manage their entire environment from one platform while providing AI with the complete operational context needed to automate tasks and improve decision-making. Key Features 1) Professional Services Automation (PSA) for managing MSP business operations, contracts, billing, SLAs, and service delivery. 2) Remote Monitoring & Management (RMM) with unified endpoint management capabilities. 3) Help Desk & Ticketing with ITSM workflows for incidents, service requests, problems, and change management. 4) Mobile Device Management (MDM) for iOS, iPadOS, and Android devices. 5)Asset Management to maintain complete visibility across IT infrastructure. 6) Network Monitoring using SNMP and ICMP across more than **250+ network vendors. 7) Patch Management** for operating systems as well as third-party applications. 8) IT Documentation** and a modern **self-service portal** for end users. 9) Cross-platform endpoint management** supporting Windows, macOS, Linux, iOS, iPadOS, and Android. Monica AI: AI-Native IT Operations At the heart of SuperOps is **Monica AI**, an agentic AI layer designed alongside the platform from day one. Unlike AI assistants that operate as standalone chatbots, Monica has access to the platform's unified data layer, enabling it to understand the complete IT environment. Monica AI helps teams by: 1) Automatically triaging and prioritizing tickets. 2) Summarizing customer conversations and technician communications. 3) Drafting worklogs and technician notes. 4) Recommending relevant knowledge base articles. 5) Proactively identifying patch vulnerabilities and CVE risks. 6) Automating repetitive tasks such as password resets, software access requests, and recurring remediation workflows. Because Monica operates with complete visibility into tickets, devices, assets, patches, and policies, it can take context-aware actions rather than simply making recommendations. Integrations SuperOps integrates with a broad ecosystem of business, security, and productivity applications, including: - Slack - Microsoft Teams - Microsoft Outlook - Azure Active Directory - Okta - QuickBooks - Xero - Bitdefender - SentinelOne - ESET - Acronis - TeamViewer - ConnectWise Control - Chocolatey - Winget The platform also includes Splashtop and ISL Online remote access at no additional cost, helping organizations reduce software licensing expenses. Benefits for MSPs SuperOps enables MSPs to scale efficiently with features designed for operational growth and profitability. 1) Multi-tenant client management. 2) Real-time profitability tracking using live operational data. 3) Contract and SLA management. 4) Automated billing and invoicing. 5) AI-powered workflow automation to reduce manual effort. 6) Operational scalability without increasing headcount proportionally. Benefits for Internal IT Teams For enterprise IT departments, SuperOps provides centralized visibility and control across modern hybrid environments. - Unified endpoint management across multiple operating systems. - Infrastructure monitoring and asset visibility. - Compliance-ready audit trails. - Structured ITSM workflows. - AI-driven automation for routine IT operations. - Improved efficiency for hybrid and distributed workforces. Why Choose SuperOps? SuperOps combines modern architecture with enterprise-grade capabilities in a single platform designed for today's IT operations. - AI-native platform built from the ground up. - Single unified solution replacing multiple standalone tools. - Shared data architecture that eliminates data silos. - Fast implementation, typically measured in days rather than months. - Transparent pricing with no hidden complexity. - 24/5 human customer support. - Dedicated onboarding and migration assistance. - Continuous innovation from a founder-led product company. SuperOps helps MSPs and internal IT teams consolidate their IT operations stack into one unified platform, replacing reactive, tool-driven workflows with proactive, AI-powered service delivery. By reducing operational complexity and automating repetitive work, organizations can improve efficiency, enhance service quality, and scale without adding unnecessary overhead.

Average Rating: 4.4/5.0

Total Reviews: 207

How Do G2 Users Rate SuperOps?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.8/10)
  • Portfolio Performance: 6.3/10 (Category avg: 7.9/10)
  • Workflow: 7.7/10 (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 SuperOps?

  • Seller: SuperOps Inc
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Claymont, US
  • LinkedIn® Page: www.linkedin.com
    172 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Director
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 85% Small, 14% Medium

What Do G2 Reviewers Say About SuperOps?

AI-generated summary from verified user reviews

Pros
  • Users commend SuperOps for its intuitive ease of use, making it accessible for technicians of all skill levels.
  • Users praise SuperOps for its excellent customer support, highlighting quick responses and effective ticket management.
  • Users appreciate the exceptional support and extensive features of SuperOps, enhancing their daily operations and effectiveness.
  • Users praise SuperOps for its intuitive and friendly interface, making it easy for technicians to navigate and use.
  • Users love the intuitive interface of SuperOps, making navigation and task execution straightforward and efficient.
Cons
  • Users note the missing features in SuperOps, particularly in advanced Runbook options and app functionality.
  • Users note feature issues in SuperOps, mentioning cumbersome workflows and a need for better integration options.
  • Users face integration issues with SuperOps, particularly with quoting modules and certain third-party connections affecting efficiency.
  • Users experience access limitations with advanced Runbook options and additional steps for deploying to workstations.
  • Users note a lack of integrations with key tools, which limits functionality and adds inefficiencies to their workflow.

What Are Recent G2 Reviews of SuperOps?

Teamwork.com

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability, all in one platform. Headquartered in Cork, Ireland and founded by a team who have run an agency before, Teamwork.com has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com.

Average Rating: 4.4/5.0

Total Reviews: 1,178

How Do G2 Users Rate Teamwork.com?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.2/10 (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 Teamwork.com?

  • Seller: Teamwork
  • Company Website:
  • Year Founded: 2007
  • HQ Location: Cork
  • LinkedIn® Page: www.linkedin.com
    549 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 57% Small, 31% Medium

What Do G2 Reviewers Say About Teamwork.com?

AI-generated summary from verified user reviews

Pros
  • Users value the efficient project management capabilities of Teamwork.com, enhancing collaboration and simplifying workflows.
  • Users appreciate the task management capabilities of Teamwork.com, enabling effective planning, collaboration, and project oversight.
  • Users appreciate the powerful collaboration features of Teamwork.com, enhancing team communication and project management efficiency.
  • Users value the ease of use of Teamwork.com, highlighting its clear UI and organized system for teams.
  • Users value efficient task tracking with Teamwork.com, enhancing productivity and team communication while managing deadlines effectively.
Cons
  • Users report a steep learning curve, finding the complexity challenging, especially for newcomers and smaller teams.
  • Users find the missing features on Teamwork.com impede navigation and complicate task management.
  • Users find limited features frustrating, especially when important functionalities are locked behind higher-tier plans.
  • Users often struggle with the steep learning curve and complexity of Teamwork.com, especially for new users and smaller teams.
  • Users find the interface not intuitive, often struggling with hidden features and a clunky navigation experience.

What Are Recent G2 Reviews of Teamwork.com?

What Are G2 Users Discussing About Teamwork.com?

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: 248

How Do G2 Users Rate Projectworks?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.2/10 (Category avg: 7.9/10)
  • Workflow: 9.2/10 (Category avg: 8.5/10)
  • 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 find Projectworks easy to use, appreciating its intuitive interface and constant improvements enhancing their experience.
  • Users praise Projectworks' efficient project management tools that enhance workflow visibility and resource tracking across teams.
  • Users value the comprehensive features of Projectworks, enhancing project management with visual tools and seamless integrations.
  • Users value the effective project tracking in Projectworks, enhancing visibility and management of tasks and resources.
  • Users praise the user-friendly design of Projectworks, appreciating its intuitiveness and ease of use.
Cons
  • Users find the limited features of Projectworks restrictive, hindering customization and overall user experience.
  • Users note a lack of customizable features in Projectworks, which could enhance usability and efficiency significantly.
  • Users find the limited customization frustrating, particularly regarding reporting capabilities and specific feature settings.
  • Users experience a steep learning curve with Projectworks, requiring significant time investment to master the tool.
  • Users note the need for more powerful reporting capabilities, desiring advanced customization and flexibility to enhance functionality.

What Are Recent G2 Reviews of Projectworks?

What Are G2 Users Discussing About Projectworks?

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: 8.8/10)
  • 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?

BigTime Projector

Projector PSA, now powered by Big Time Software, is a cloud-based Professional Services Automation tool specifically designed for managing delivery organizations. Modules for Project Accounting, Project Delivery and Resource Management enable better profit margins, utilization rates and operational efficiency. Projector BI provides PSO specific analytics and intelligence to measure and manage at every level and model your future success. Integrate with your CRM for extended visibility into pipeline revenue and staffing. Projector’s out of the box functionality supports multi-currency, multi-company capabilities. Our tech-agnostic approach to integration means no compromising on tech today or in the future. Projector is the PSA built by services professionals to support the specific needs of PSOs and is consistently ranked #1 for customer satisfaction.

Average Rating: 4.5/5.0

Total Reviews: 131

How Do G2 Users Rate BigTime Projector?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.8/10)
  • Portfolio Performance: 9.3/10 (Category avg: 7.9/10)
  • Workflow: 9.1/10 (Category avg: 8.5/10)
  • 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 BigTime Projector?

  • Seller: BigTime
  • Year Founded: 2002
  • HQ Location: Chicago, IL
  • LinkedIn® Page: www.linkedin.com
    166 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Management Consulting
  • Company Size: 49% Medium, 40% Small

What Are Recent G2 Reviews of BigTime Projector?

What Are G2 Users Discussing About BigTime Projector?

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: 418

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: 8.5/10)
  • 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: 74% Small, 23% 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?

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: 8.8/10)
  • 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 appreciate the user-friendly interface of Resource Management by Smartsheet, enhancing their resource planning experience.
  • Users value the intuitive project tracking of Resource Management, enhancing visibility and efficiency in resource allocation.
  • Users value the effective time tracking feature in Resource Management, enhancing project oversight and accountability.
  • Users appreciate the seamless Smartsheet integration, enhancing project planning with a unified and efficient workflow.
  • Users value the comprehensive project overview offered by Resource Management, enhancing transparency and accountability in their workflows.
Cons
  • Users face significant access limitations when transitioning from RM to Smartsheet, complicating project management and updates.
  • Users face limitations in granularity and reporting, impacting detailed resource management and data reliability.
  • Users face billing issues along with high costs and tedious manual updates, complicating project management significantly.
  • 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?

Klient PSA

Klient PSA is a Professional Services Automation (PSA) platform built 100% natively on Salesforce. It is designed for professional services organizations of roughly 50 to 1,000 people — consulting firms, SaaS services teams, systems integrators, and agencies — that already run on Salesforce and want delivery, finance, and customer data in one system instead of in a PSA bolted on beside the CRM. Because Klient PSA runs inside your existing Salesforce org, projects, resources, timesheets, and invoices share the same records, permissions, and reports as your pipeline. Klient PSA is sold as a Salesforce-native application and includes the Salesforce platform license required to run it, so buyers do not need to purchase a separate Salesforce subscription to get started. Klient Insights, included in Klient PSA from release 51.13, is a dashboard workspace inside Salesforce. It answers four recurring delivery questions on one live screen: where margin is being lost, who is free in the next 12 weeks, what time is unbilled, and which clients need attention this week. Templates cover Profitability, Capacity and Demand, Revenue and Billing, and an Account and Project Scorecard. Any number opens the records behind it, and Play mode runs the review meeting from the dashboard. What Klient PSA does Project management: templates, Kanban boards, Gantt charts, and task grids to plan and deliver projects on time and on budget. Resource management: assign people by skill, availability, and priority, and forecast billable utilization and capacity. Time and expense tracking: log time and expenses in seconds, with approval workflows that feed billing and forecasting. Billing and financials: pre-invoicing, invoice generation, revenue recognition, and accounting connectors for QuickBooks, Xero, Sage Intacct, and Accounting Seed. Customer collaboration: a customer portal for real-time status, shared documents, and approvals. Estimates and forecasting: quote work from the Salesforce opportunity and carry the estimate through to delivery and invoicing. AI agents inside your PSA Klient PSA includes a catalog of nine Agentforce AI agents that act on live PSA data inside Salesforce: SCOPEY1 for business analysis, PLANNY1 for project management, TIMEY1 for timesheets, STAFFY1 for resource management, CASEY1 for customer support, GUIDY1 for customer onboarding, TOUCHY1 for project touchpoints, DEVY1 for software development, and KNOWWY1 for knowledge. Klient PSA also ships MCP1, a Model Context Protocol server, so external AI assistants can read and update PSA data under existing Salesforce permissions. Implementation and support Klient PSA installs as a managed AppExchange package. Implementation is delivered by Klient's services team or a certified implementation partner, and covers configuration workshops, data migration, and administrator training. Ongoing support is provided by Klient's own team. Editions Three editions are sold annually — Professional, Enterprise, and Ultimate — with current per-user pricing shown in the Pricing section of this profile. The Ultimate edition includes every AI agent; agents can also be added individually to the other editions. Built by consultants for consultants, Klient PSA covers the full project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — on one Salesforce-native platform. Klient PSA was previously listed as Krow PSA. Older reviews and discussions on this profile that mention Krow refer to the same product.

Average Rating: 4.5/5.0

Total Reviews: 94

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: 8.3/10 (Category avg: 7.9/10)
  • Workflow: 8.8/10 (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 Klient PSA?

  • Seller: Klient Software
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Laval, Québec, Canada
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 56% Small, 41% Medium

What Do G2 Reviewers Say About Klient PSA?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Klient PSA, appreciating its intuitive interface and efficient organization for daily tasks.
  • Users value the clarity and integration of Klient PSA, enhancing visibility and decision-making across projects and finances.
  • Users value the comprehensive features of Klient PSA, appreciating its usability and ongoing improvements for better adaptability.
  • Users value the flexibility of Klient PSA, enabling easy customization to fit various consulting workflows effectively.
  • Users value the effective resource management in Klient PSA, enhancing visibility and decision-making for consulting firms.
Cons
  • Users experience a steep learning curve during initial setup, but appreciate smooth operation once configured correctly.
  • Users note missing features like limited revenue recognition and lack of customizable proposals, affecting their overall experience.
  • Users face a steep learning curve in configuring Klient PSA to match their workflows effectively.
  • Users find that time consumption in mastering Klient PSA's features impacts efficiency and adds complexity to their workflow.
  • Users find unnecessary customization burdensome, as they struggle to tailor Klient PSA to perfectly align with their processes.

What Are Recent G2 Reviews of Klient PSA?

What Are G2 Users Discussing About Klient PSA?

Syncro

Syncro unifies RMM, PSA, and Microsoft 365 security management in a single platform for MSPs and internal IT departments. Built-in AI handles the repetitive work that fills a technician's day, from alert triage to ticket updates and reporting, so teams deliver services faster and scale profitably instead of absorbing the cost of tool sprawl that creates security gaps and slows them down. RMM Built for MSPs and IT Teams Syncro's RMM delivers unlimited endpoint management with complete visibility across every client environment and internal network from a single console. Automated patch management, real-time alerting, PowerShell scripting, and remote access via Splashtop let technicians identify and resolve issues before users are impacted. Network Discovery detects unmanaged devices on client networks automatically. PSA That Connects Service Delivery Syncro's built-in PSA routes RMM alerts directly into tickets, keeps SLAs on track, and gives technicians a single queue instead of multiple portals. MSPs spend less time on manual coordination and more time on billable work. IT teams gain the same service desk efficiency, integrated ticketing, automated workflows, and invoicing, without the overhead of a standalone PSA tool. Microsoft 365 Security Built In Most RMM tools stop at the physical device. Syncro extends protection into Microsoft 365 with Security Snapshot (instant tenant risk assessment, zero configuration), CIS-aligned security baseline enforcement, Entra ID backup and restoration, and Cloud Backup covering Exchange, OneDrive, SharePoint, Teams, Planner, OneNote, and Entra ID. Security and endpoint management run through the same platform, not separate tools. Available for both MSPs managing multi-tenant environments and IT departments securing a single organization. AI Access Through the Syncro MCP Server The Syncro MCP Server connects the AI assistants you’re already using to your live Syncro data, including tickets, assets, alerts, billing records, appointments, and client records. Technicians can prompt in natural language and take action: create, assign, and update tickets, log time, escalate issues, book appointments, and generate client-ready reports and QBRs all within AI tools like Claude, ChatGPT, and Microsoft Copilot. Native Integrations and Vendor Marketplace Syncro connects to 50+ AV, EDR, and identity protection tools through a unified alert queue. Native integrations include Splashtop (remote access, included at no extra cost), Huntress, QuickBooks, IT Glue, Pax8, Domotz, Hudu, Zapier, and ConnectWise Control. The Syncro Marketplace lets you add best-in-class security, backup, and productivity apps directly to your platform, including Bitdefender, Acronis, Proofpoint, Threatdown, Guardz, Ironscales, Webroot, and Autoelevate. No minimums, no long-term contracts. Browse, activate, and manage vendor costs from a single bill, with direct access to vendor support when you need it. Pricing That Scales With Your Team Syncro uses flat per-technician pricing with no per-device fees. Costs scale with your headcount, not your device count. Whether you run an MSP with hundreds of endpoints or an IT department managing company infrastructure.

Average Rating: 4.5/5.0

Total Reviews: 567

How Do G2 Users Rate Syncro?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.8/10)
  • Portfolio Performance: 6.2/10 (Category avg: 7.9/10)
  • Workflow: 7.3/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 6.8/10 (Category avg: 10/10)

Who Is the Company Behind Syncro?

Who Uses This Product?

  • Who Uses This: Owner, President
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 80% Small, 9% Medium

What Do G2 Reviewers Say About Syncro?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Syncro, appreciating intuitive setups and efficient features like AI integration.
  • Users praise Syncro's ease of use and valuable features, including automated ticketing and efficient scripting capabilities.
  • Users value Syncro's easy setup, appreciating the smooth transition and user-friendly experience it offers.
  • Users value the extensive integrations offered by Syncro, enhancing efficiency with existing business tools and functionalities.
  • Users value the automation capabilities of Syncro, enhancing efficiency and simplifying overall operations in their workflows.
Cons
  • Users express the need for missing features in Syncro, particularly regarding automation and user interface improvements.
  • Users note that improvement is needed in customization options and interface intuitiveness for a better experience.
  • Users desire more automations and efficiency in Syncro, noting issues with scaling and usability across platforms.
  • Users report challenges with feature issues, including a less intuitive interface and limits in remote access capabilities.
  • Users find Syncro's limitations in customization and tracking features hinder their overall experience and functionality.

What Are Recent G2 Reviews of Syncro?

What Are G2 Users Discussing About Syncro?

Planview AdaptiveWork

Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios.

Average Rating: 4.1/5.0

Total Reviews: 521

How Do G2 Users Rate Planview AdaptiveWork?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.3/10 (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 Planview AdaptiveWork?

  • Seller: Planview
  • Company Website:
  • Year Founded: 1989
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    1,834 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Senior Project Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 49% Medium, 41% Large

What Do G2 Reviewers Say About Planview AdaptiveWork?

AI-generated summary from verified user reviews

Pros
  • Users value the easy management features of Planview AdaptiveWork, enabling seamless project tracking and customization.
  • Users value the customizability of Planview AdaptiveWork, enjoying seamless project management and easy workflow creation.
  • Users value the high customizability of Planview AdaptiveWork, allowing easy creation of workflows without coding skills.
  • Users value the high level of customization in Planview AdaptiveWork, enabling easy creation of workflows without coding skills.
  • Users appreciate the ease of use of Planview AdaptiveWork, allowing for simple customization and workflow creation.
Cons
  • Users face significant access limitations with Planview AdaptiveWork, often relying on external processes instead of the tool itself.
  • Users often find that app functionality is lacking, as many processes need to be executed outside the tool.
  • Users find change adjustments challenging, as many processes require workarounds and support is insufficient post-acquisition.
  • Users face inadequate tools with many processes requiring external completion before entry into Planview AdaptiveWork.
  • Users face challenges with manual data entry due to initial setup issues and inadequate support from Planview AdaptiveWork.

What Are Recent G2 Reviews of Planview AdaptiveWork?

What Are G2 Users Discussing About Planview AdaptiveWork?

COR

Running an agency means juggling projects, people, and profit margins — all at once. Most tools help you track work. COR helps you protect your profitability. COR is the Profit Operating System for modern agencies. Built for the way agency teams actually operate, COR gives you real-time visibility into where your margins are going, before it's too late to act. What makes COR different: Profit-first, not just project-first. While other platforms focus on task management, COR tracks what actually matters: margin per project, per client, per team. Know your profitability at a glance — no spreadsheets, no surprises. AI governance that actually works. COR orchestrates humans and AI agents with the controls your agency needs — smart workload recommendations, automated time tracking, and predictive forecasting that tells you where you'll land before you get there. Benchmarks that give you an edge. COR's platform surfaces industry benchmarks so you know how your agency stacks up — and where your biggest opportunities for improvement are. Data-driven decisions, built into your daily workflow. Whether you're a 40-person agency or a 200-person network agency, COR gives you the clarity and confidence to scale profitably. Finally — one platform where your projects, your people, and your profits all live together.

Average Rating: 4.4/5.0

Total Reviews: 107

How Do G2 Users Rate COR?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind COR?

  • Seller: COR
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    317 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Public Relations and Communications
  • Company Size: 49% Medium, 48% Small

What Are Recent G2 Reviews of COR?

What Are G2 Users Discussing About COR?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated