# 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:** 144 ### Category Stats (Aug 2026) - **Average Rating:** 4.3/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Workamajig (+0.31%) - Among all products in this category, Workamajig recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank Professional Services Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 25,800+ Authentic Reviews - 144+ 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=24829&focus%5B%5D=1532&focus%5B%5D=1646&focus%5B%5D=21135&focus%5B%5D=929&focus%5B%5D=152187&focus%5B%5D=51154&focus%5B%5D=19175) Highlighted products: Planhat, BigTime, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), Keka, Autotask, Rocketlane, CMap, and SAP Cloud ERP (SAP S/4HANA Cloud). Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=planhat&focus%5B%5D=bigtime&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=keka&focus%5B%5D=autotask&focus%5B%5D=rocketlane-corp&focus%5B%5D=cmap&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&segment=mid-market) **Sponsored** ### Wrike Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=156&secure%5Bchosen_at%5D=2026-08-04T11%3A09%3A16Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1382&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%2Fmid-market%3Fpage%3D2&secure%5Btoken%5D=5f101d2a2fe4b836081285db3ee1bfae31f083645c174f574b7bf7d391f3239a&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Ffeatures%2F&secure%5Burl_type%5D=paid_promos) ### [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) 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:** 644 #### 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: 8.4/10) - **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 Certinia PS Cloud? - **Seller:** [Certinia](https://www.g2.com/sellers/certinia) - **Company Website:** certinia.com - **Year Founded:** 2009 - **HQ Location:** Austin, TX - **Twitter:** @CertiniaInc 12,206 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1833fb7480356beb39336d637165cd64d934eee3ae8b7102f461f6addf6e34d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcertinia%2F&secure%5Burl_type%5D=linkedin_company_website) 981 employees on LinkedIn® #### 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 use** of Certinia PS Cloud, enjoying seamless navigation and integrated project management. - Users value the **efficiency in project management** with Certinia PS Cloud, significantly saving time in operations. - Users value the **seamless reporting capabilities** of Certinia PS Cloud, enhancing efficiency throughout the professional-services lifecycle. - Users value the **user-friendly integration** of Certinia PS Cloud, simplifying management of projects and resources effectively. - Users value the **native Salesforce integration** of Certinia PS Cloud, enhancing seamless functionality across various business sizes. ##### Cons - Users find the **learning curve steep** with Certinia PS Cloud, citing challenges in understanding the software without formal training. - Users find the **complex usability** of Certinia PS Cloud challenging, especially with its steep learning curve and cluttered interface. - Users find **difficult customization** of Certinia PS Cloud hampers efficiency, requiring extensive skills and time for configuration. - Users experience **slow performance** with Certinia PS Cloud, leading to frustrations in functionality and productivity challenges. - Users find the **missing features** in Certinia PS Cloud limit usability and resource management capabilities. #### What Are Recent G2 Reviews of Certinia PS Cloud? **["Automated Project Management Tool within the Clouds"](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7287486)** **Rating:** 4.5/5.0 stars _— Yassin O._ [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7287486) **["Platform you already know, only better"](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7223520)** **Rating:** 4.5/5.0 stars _— Manoj G._ [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7223520) #### What Are G2 Users Discussing About Certinia PS Cloud? - [What is FinancialForce PSA used for?](https://www.g2.com/discussions/what-is-financialforce-psa-used-for) - 1 comment - [How much does financial force cost?](https://www.g2.com/discussions/financialforce-psa-how-much-does-financial-force-cost) - [What is PSA in software engineering?](https://www.g2.com/discussions/what-is-psa-in-software-engineering) - 1 comment - [What is a PSA platform?](https://www.g2.com/discussions/financialforce-psa-what-is-a-psa-platform) - 1 comment - [What is FinancialForce PSA?](https://www.g2.com/discussions/what-is-financialforce-psa) - 3 comments ### [Ruddr Professional Services Automation](https://www.g2.com/products/ruddr-professional-services-automation/reviews) Ruddr is an AI-native Professional Services Automation (PSA) platform that helps professional services organizations manage project delivery, resource planning, financial operations, and business performance in a single system. The platform is designed for consulting firms, agencies, IT services companies, and other project-based organizations with 20 to 2,000 billable employees. Our software supports the full professional services lifecycle, including client management, project management, budgeting, task management, resource allocation, time and expense tracking, invoicing, revenue recognition, forecasting, utilization tracking, gross margin analysis, and KPI reporting. The platform also supports more than 150 global currencies, making it suitable for firms operating across multiple regions, subsidiaries, and distributed teams. Ruddr Intelligence, the platform’s embedded AI functionality, enables users to analyze operational data, generate reports and visualizations, answer business questions, and identify trends using natural language prompts. Teams can use AI-powered workflows to reduce manual reporting, improve visibility into project and financial performance, and support faster operational decision-making. Users can also create downloadable custom reports and generate data visualizations for executive reporting and planning. Ruddr is designed to provide enterprise-level functionality with an intuitive user experience and flexible deployment options for growing and established services organizations that need operational visibility, financial oversight, and scalable project management capabilities. Key capabilities include: - Project management, budgeting, forecasting, and resource management - Time tracking, expense management, invoicing, and revenue recognition - AI-powered reporting, analytics, and operational insights through Ruddr Intelligence - Support for multi-currency operations and global professional services teams - Flexible subscription options with monthly or annual billing and free licenses for non-billable users **Average Rating:** 4.6/5.0 **Total Reviews:** 349 #### How Do G2 Users Rate Ruddr Professional Services Automation? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.9/10 (Category avg: 7.9/10) - **Workflow:** 8.8/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 9.2/10 (Category avg: 10/10) #### Who Is the Company Behind Ruddr Professional Services Automation? - **Seller:** [Ruddr](https://www.g2.com/sellers/ruddr) - **Company Website:** www.ruddr.com - **Year Founded:** 2018 - **HQ Location:** Atlanta, Georgia, United States - **Twitter:** @RuddrHQ 52 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1295b76bf75bdaf880ab7388abaaf3de170d3eb1a9ca08e529134881839cd3be&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fruddr&secure%5Burl_type%5D=linkedin_company_website) 24 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Software Engineer, Account Coordinator - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 52% Small, 46% Medium #### What Do G2 Reviewers Say About Ruddr Professional Services Automation? _AI-generated summary from verified user reviews_ ##### Pros - Users emphasize the **ease of use** of Ruddr Professional Services Automation, appreciating its intuitive interface and quick deployment. - Users commend the **efficiency of time tracking** in Ruddr, enjoying its intuitive interface and seamless integration. - Users love the **intuitive interface** of Ruddr, enhancing project management and simplifying resource allocation effortlessly. - Users praise the **clean and intuitive interface** of Ruddr, which enhances project management and time tracking efficiency. - Users appreciate the **excellent customer support** from Ruddr, enhancing their overall experience and satisfaction. ##### Cons - Users express a need for improved **report customization** options in Ruddr, highlighting limitations in filtering and exporting data. - Users find **missing features** in Ruddr, such as limited PTO approval and inadequate project management tools, frustrating. - Users note the **limited features** of Ruddr, which can hinder customization and functionality for certain tasks. - Users find the **learning curve steep** for Ruddr Professional Services Automation, especially for first-time setup and advanced features. - Users note the **limited customization** options for reports and dashboards, hindering efficient project management and invoicing. #### What Are Recent G2 Reviews of Ruddr Professional Services Automation? **["Affordable Ruddr with Excellent Support, Clear ROI, and Seamless QuickBooks Online Sync"](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-13093498)** **Rating:** 5.0/5.0 stars _— Denise L._ [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-13093498) **["Intuitive Time Logging and Clear Reporting for Better Team Transparency"](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12907642)** **Rating:** 5.0/5.0 stars _— Keila G._ [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12907642) #### What Are G2 Users Discussing About Ruddr Professional Services Automation? - [What is Ruddr used for?](https://www.g2.com/discussions/what-is-ruddr-used-for) - 1 comment ### [PSOHUB.](https://www.g2.com/products/psohub/reviews) PSOhub is PSA software purpose-built for professional services organizations: IT firms, consultancies, marketing agencies, and financial services teams. It covers the entire delivery cycle in one connected platform, from quoting and project management through resource and capacity planning, time and expense tracking, and invoicing. Built by a founding team with over 30 years of combined experience in professional services, and trusted by organizations across 40+ countries. From quote to project When a quote is accepted, the project is ready to start. Tasks are structured, budgets are set, and the team is assigned. Project managers get a real-time view of task progress, budget burn, and margin at every stage, so there are no surprises at month-end. Most professional services teams run 6 to 10 separate tools. PSOhub replaces that stack so data flows without manual handovers at every step. Resource and capacity planning The AI scheduling layer automatically assigns and reschedules resources based on skills, live capacity, and current utilization. When someone hits full utilization, the system flags it and suggests moving tasks to another team member with headroom. Keeping utilization high without blowing deadlines used to mean constant manual oversight. With PSOhub, it largely handles itself. Time and expense tracking Time and expenses connect directly to each project's budget and contract type. Whether billing fixed-fee, time and material, or retainer, hours log against the right scope and invoices generate without a manual reconciliation step. AI project and risk management The AI Copilot generates a full project plan, including financials, team assignment, and timeline, in around 10 seconds, drawing on the organization's own historical data rather than generic benchmarks. It monitors margins continuously, flags scope creep early, including situations like a senior consultant logging hours on a junior task, and generates risk assessments with concrete recommended actions. Integrations For teams using HubSpot as their CRM, a native two-way integration connects closed deals directly to projects, with time logs flowing back to the CRM. Also integrates with SAP Business One, QuickBooks, Xero, and Salesforce. Works for organizations of 10 to 1,000+. **Average Rating:** 4.1/5.0 **Total Reviews:** 223 #### How Do G2 Users Rate PSOHUB.? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.3/10 (Category avg: 7.9/10) - **Workflow:** 7.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind PSOHUB.? - **Seller:** [PSOHUB.](https://www.g2.com/sellers/psohub) - **Company Website:** www.psohub.com - **Year Founded:** 2020 - **HQ Location:** Bussum, North Holland, Netherlands - **Twitter:** @PSOhub 38 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13f7227629e1c422bd6cab61cd405ebde76102a60ebe9d34ce9b65de97b3cd79&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64996832%2F&secure%5Burl_type%5D=linkedin_company_website) 16 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Consultant, Project Manager - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 65% Small, 33% Medium #### What Do G2 Reviewers Say About PSOHUB.? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of PSOhub, highlighting its smooth navigation and efficient project management capabilities. - Users praise the **easy time tracking** and streamlined project management of PSOhub, enhancing efficiency and productivity. - Users appreciate the **ease of use** of PSOHUB, benefiting from its intuitive interface and efficient project management. - Users value the **ease of project tracking** with PSOHUB, appreciating its intuitive interface and time-saving capabilities. - Users love the **intuitive interface** of PSOHUB, making task organization and time tracking straightforward and efficient. ##### Cons - Users find PSOHUB **not intuitive** , struggling with navigation and feature understanding without proper guidance. - Users find the **limited customization** options in PSOHUB restricting, affecting their ability to tailor the system effectively. - Users experience **limited features** in PSOhub, especially in customization and connectivity, hindering overall usability and efficiency. - Users face **time tracking issues** with PSOHUB that complicate task management and hinder progress visibility. - Users find the **complex usability** of PSOHUB challenging initially, requiring time and support to navigate effectively. #### What Are Recent G2 Reviews of PSOHUB.? **["Excellent management tool, smooth QuickBooks integration, needs to improve in multi-assignee tasks"](https://www.g2.com/survey_responses/psohub-review-13192593)** **Rating:** 4.0/5.0 stars _— Alexandre F._ [Read full review](https://www.g2.com/survey_responses/psohub-review-13192593) **["PSOHUB: Intuitive and Efficient Interface for Project Tracking"](https://www.g2.com/survey_responses/psohub-review-11856833)** **Rating:** 5.0/5.0 stars _— Carolina Z._ [Read full review](https://www.g2.com/survey_responses/psohub-review-11856833) #### What Are G2 Users Discussing About PSOHUB.? - [What is PSOHUB. used for?](https://www.g2.com/discussions/what-is-psohub-used-for) ### [Accelo](https://www.g2.com/products/accelo/reviews) 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: 8.4/10) - **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 Accelo? - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** www.accelo.com - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo 2,980 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b77c15aa0278341164920175d99b33a5e7f6d729a1fa5ac8b0a40db4bf5dfc81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6652457%2F&secure%5Burl_type%5D=linkedin_company_website) 73 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, enjoying seamless access and efficient project management across departments. - Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks. - Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth. - Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth. - Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead. ##### Cons - Users express frustration over **missing features** in Accelo, impacting usability and complicating task management. - Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses. - Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance. - Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options. - Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs. #### What Are Recent G2 Reviews of Accelo? **["Total control of projects and billing in an integrated and agile platform"](https://www.g2.com/survey_responses/accelo-review-12720113)** **Rating:** 4.0/5.0 stars _— Antonio H._ [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) **["Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses"](https://www.g2.com/survey_responses/accelo-review-11856029)** **Rating:** 4.5/5.0 stars _— Ifeoma E._ [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### [SuperOps](https://www.g2.com/products/superops/reviews) 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:** 200 #### 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: 8.4/10) - **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 SuperOps? - **Seller:** [SuperOps Inc](https://www.g2.com/sellers/superops-inc) - **Company Website:** superops.com - **Year Founded:** 2020 - **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=66d52cd1c4ac582f344d1509c7a0368ea31ec9c57b46eb68a317c99ac786483c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuperops-ai%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 178 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Director - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 84% Small, 14% Medium #### What Do G2 Reviewers Say About SuperOps? _AI-generated summary from verified user reviews_ ##### Pros - Users find SuperOps to be **very easy to use** , appreciating its shallow learning curve and intuitive interface. - Users rave about the **exceptional customer support** of SuperOps, highlighting quick responses and helpful guidance every time. - Users appreciate the **ease of use and feature growth** of SuperOps, which enhances their MSP experience significantly. - Users praise the **attractive GUI design** of SuperOps, enhancing their IT support operations with ease and efficiency. - Users highlight the **intuitive interface** of SuperOps, making it easy to streamline workflows and manage operations effectively. ##### Cons - Users notice the **missing features** in SuperOps, particularly the lack of user signatures on tickets for proof of delivery. - Users point out **feature issues** in SuperOps, such as limited integrations and cumbersome workflows that need improvement. - Users note **integration issues** with SuperOps, suggesting improvements for smoother functionality and additional connectivity options. - Users face **access limitations** with SuperOps, including file preview issues and restrictions on uploading large files. - Users note a **lack of integrations** in SuperOps, suggesting improvements with additional connections to enhance functionality. #### What Are Recent G2 Reviews of SuperOps? **["Modern, Fast-Evolving RMM with a Great UI and Strong Integrations"](https://www.g2.com/survey_responses/superops-review-12985082)** **Rating:** 4.5/5.0 stars _— Kevin J. W._ [Read full review](https://www.g2.com/survey_responses/superops-review-12985082) **["All-in-One RMM + Ticketing That Powers Remote-First Automation"](https://www.g2.com/survey_responses/superops-review-12986642)** **Rating:** 5.0/5.0 stars _— Nick M._ [Read full review](https://www.g2.com/survey_responses/superops-review-12986642) ### [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) 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:** 1,177 #### 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:** 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 Teamwork.com? - **Seller:** [Teamwork](https://www.g2.com/sellers/teamwork) - **Company Website:** www.teamwork.com - **Year Founded:** 2007 - **HQ Location:** Cork - **Twitter:** @teamwork 1 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7530a7a9a1b50b103b6b37add1ac5ed68ffff24fa826c1ef51bd932ac2c2ae9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1042291%2F&secure%5Burl_type%5D=linkedin_company_website) 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 **comprehensive task tracking** of Teamwork.com, enhancing project management and resource utilization effectively. - Users value the **effective task management** capabilities of Teamwork.com, enhancing focus and project visibility. - Users appreciate the **effective team collaboration** features of Teamwork.com, enhancing productivity and project visibility. - Users appreciate the **comprehensive task tracking** of Teamwork.com, enhancing project visibility and resource management. - Users commend the **user-friendly interface** of Teamwork.com, which simplifies task management and improves team productivity. ##### Cons - Users find the **learning curve steep** , as the new UX and complex features can be overwhelming for newcomers. - Users find Teamwork.com suffers from **limited features** that hinder navigation and overall project management efficiency. - Users find the **setup process overly complex** , leading to frustrations and delays in utilizing Teamwork.com effectively. - Users note a **lack of critical features** in Teamwork.com, hoping for future improvements to enhance usability. - Users find some parts of Teamwork.com to be **not intuitive** , resulting in a learning curve for advanced features. #### What Are Recent G2 Reviews of Teamwork.com? **["Excellent for agencies managing billable client work"](https://www.g2.com/survey_responses/teamwork-com-review-3548097)** **Rating:** 5.0/5.0 stars _— Gaurav G._ [Read full review](https://www.g2.com/survey_responses/teamwork-com-review-3548097) **["Keeping projects organized gets a whole lot easier with Teamwork"](https://www.g2.com/survey_responses/teamwork-com-review-13059979)** **Rating:** 5.0/5.0 stars _— Omar S._ [Read full review](https://www.g2.com/survey_responses/teamwork-com-review-13059979) #### What Are G2 Users Discussing About Teamwork.com? - [How teamwork is important?](https://www.g2.com/discussions/how-teamwork-is-important) - 1 comment - [How much does teamwork cost?](https://www.g2.com/discussions/how-much-does-teamwork-cost) - [How do you use teamwork projects?](https://www.g2.com/discussions/how-do-you-use-teamwork-projects) - [What is teamwork program?](https://www.g2.com/discussions/what-is-teamwork-program) ### [BigTime Projector](https://www.g2.com/products/bigtime-projector/reviews) Projector PSA, now powered by Big Time Software, is a cloud-based Professional Services Automation tool specifically designed for managing delivery organizations. Modules for Project Accounting, Project Delivery and Resource Management enable better profit margins, utilization rates and operational efficiency. Projector BI provides PSO specific analytics and intelligence to measure and manage at every level and model your future success. Integrate with your CRM for extended visibility into pipeline revenue and staffing. Projector’s out of the box functionality supports multi-currency, multi-company capabilities. Our tech-agnostic approach to integration means no compromising on tech today or in the future. Projector is the PSA built by services professionals to support the specific needs of PSOs and is consistently ranked #1 for customer satisfaction. **Average Rating:** 4.5/5.0 **Total Reviews:** 131 #### How Do G2 Users Rate BigTime Projector? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 9.3/10 (Category avg: 7.9/10) - **Workflow:** 9.1/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind BigTime Projector? - **Seller:** [BigTime](https://www.g2.com/sellers/bigtime) - **Year Founded:** 2002 - **HQ Location:** Chicago, IL - **Twitter:** @BigTimeSoftware 2,744 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e625721a119beff90fe9564427c769e6e8214dad6eeb6bee97fc509bcf34bdb0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1457823%2F&secure%5Burl_type%5D=linkedin_company_website) 168 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Management Consulting - **Company Size:** 49% Medium, 40% Small #### What Are Recent G2 Reviews of BigTime Projector? **["Fantastic product, even better customer service"](https://www.g2.com/survey_responses/bigtime-projector-review-7919677)** **Rating:** 5.0/5.0 stars _— John F._ [Read full review](https://www.g2.com/survey_responses/bigtime-projector-review-7919677) **["Projector Professional Services Automation (PSA) software is best for tracking my time and expenses"](https://www.g2.com/survey_responses/bigtime-projector-review-7342991)** **Rating:** 5.0/5.0 stars _— Mohamed I._ [Read full review](https://www.g2.com/survey_responses/bigtime-projector-review-7342991) #### What Are G2 Users Discussing About BigTime Projector? - [What is Projector PSA used for?](https://www.g2.com/discussions/what-is-projector-psa-used-for) ### [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) ### [Resource Management by Smartsheet](https://www.g2.com/products/resource-management-by-smartsheet/reviews) Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help. **Average Rating:** 4.0/5.0 **Total Reviews:** 139 #### How Do G2 Users Rate Resource Management by Smartsheet? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.3/10 (Category avg: 7.9/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Resource Management by Smartsheet? - **Seller:** [Smartsheet](https://www.g2.com/sellers/smartsheet) - **Year Founded:** 2005 - **HQ Location:** Bellevue, WA - **Twitter:** @Smartsheet 26,366 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76edc1e5add1efea54679a7a2f12427f0ba248d86f5969d11ccde60017e80015&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167700%2F&secure%5Burl_type%5D=linkedin_company_website) 4,022 employees on LinkedIn® - **Ownership:** NYSE: SMAR #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Design, Marketing and Advertising - **Company Size:** 51% Small, 40% Medium #### What Do G2 Reviewers Say About Resource Management by Smartsheet? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Resource Management by Smartsheet enhances workflow efficiency and simplifies tasks. - Users value the **seamless integrations** of Resource Management, streamlining workflows and enhancing collaboration across tools and projects. - Users value the **intuitive project tracking** features, enhancing visibility over workloads and team commitments seamlessly. - Users value the **automation features** in Resource Management, enhancing efficiency and streamlining project workflows effectively. - Users appreciate the **easy integration** of Resource Management by Smartsheet, enhancing collaboration and streamlining workflows seamlessly. ##### Cons - Users face **access limitations** that hinder workflow, making updates and navigation excessively tedious and frustrating. - Users face **license requirements and reporting constraints** that limit the effectiveness of Smartsheet's resource management features. - Users find **billing issues** frustrating, compounded by the system's high costs and limited functionality for managing tasks. - Users face **inaccurate data** issues due to unreliable time tracking and glitchy scheduling, complicating resource management. - Users find **inadequate reporting** capabilities in Resource Management, leading to challenges in detailed task management. #### What Are Recent G2 Reviews of Resource Management by Smartsheet? **["Effective Resource Planning with Setup Hiccups"](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444)** **Rating:** 4.0/5.0 stars _— Aditya A._ [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444) **["Resource Management tool"](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146)** **Rating:** 4.5/5.0 stars _— Angie L._ [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146) #### What Are G2 Users Discussing About Resource Management by Smartsheet? - [What is Resource Management by Smartsheet used for?](https://www.g2.com/discussions/what-is-resource-management-by-smartsheet-used-for) ### [Precursive](https://www.g2.com/products/precursive/reviews) Precursive is a fast and flexible professional services automation solution to connect demand with delivery, improve execution and grow recurring revenue, that is 100% native to the Salesforce platform. Optimize sales, resourcing, delivery execution, customer collaboration and revenue management. Trusted by the worlds's best services teams such as Relias, Degreed, DealerTrack (COX Automotive), PagerDuty, Dutchie, Torrent Consulting. HOW WE HELP SALES - SERVICES HANDOVERS Create smooth transitions between sales, services and customer success by automating project creation from opportunities in Salesforce with the relevant staffing requirements and project plans ready to go! CUSTOMER ONBOARDING & IMPLEMENTATION Precursive combines award-winning customer onboarding & project management functionality with the leading capacity planning & resource management tool. AGILE RESOURCE MANAGEMENT Agile resourcing tool with capacity planning, utilization monitoring & simple scheduling. Easy-to-use planner so when projects shift, you can react. Gantt view & skill seeker so the right person & knowledge is found. HIGH-VELOCITY SERVICES DELIVERY Improve time-to-value with smooth services delivery. Close a new customer, launch them quickly and seamlessly transition to services delivery with project templates, Kanban boards, task allocation and easy-to-use time tracking. PROJECT ACCOUNTING Track project performance: see budgets, costings, profit & margin in clear dashboards. Forecast and recognise services revenues across all people & projects. Get rollups of all your key KPIs including billings, margins and revenues. TIMESHEET, EXPENSES & BILLING Pre-populate timesheets for billable & non-billable time + expenses. Accurate time tracking & billing reduces revenue leakage. Improve cashflow with on-time accurate invoicing. Workforce management incl. staff profiles. REPORTING & DASHBOARDS Make better decisions about your team, projects and customers across professional services. Get real-time information on capacity, demand, margins, project health, services revenues, and utilization. CUSTOMER SUCCESS Examples of how we have helped our customers include: Dealertrack | Automotive Software + $1M cost saving with increased visibility into resource management and finances. + 1.5 hours per week saved by 7 senior VPs Relias | Healthcare E-learning Software + $500k in cost savings without staff reductions and accelerated speed-to-revenue. + 34% increase on margin now easily tracked on a PS dashboard P3 Adaptive | Consultancy + 30 hours saved monthly - Streamlined systems now allow time spent on other tasks + 100% better forecasting - Financial forecasting has now doubled to 2 months **Average Rating:** 4.2/5.0 **Total Reviews:** 64 #### How Do G2 Users Rate Precursive? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.9/10 (Category avg: 7.9/10) - **Workflow:** 7.6/10 (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 Precursive? - **Seller:** [Precursive](https://www.g2.com/sellers/precursive) - **Year Founded:** 2011 - **HQ Location:** London - **Twitter:** @precursive 2,598 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec4a8816b249c95d9331fa5afac6e859f9a8ca50a22d54dbefb06f2402b052c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1703411%2F&secure%5Burl_type%5D=linkedin_company_website) 35 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 73% Medium, 16% Small #### What Do G2 Reviewers Say About Precursive? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **exceptional customer support** of Precursive, appreciating their responsiveness and commitment to success. - Users highlight the **ease of use** of Precursive, making task management intuitive and boosting efficiency for teams. - Users appreciate the **ease of project management** with Precursive, benefiting from intuitive tools and exceptional support. - Users value the **user-friendly interface** of Precursive, enhancing efficiency and making project management intuitive. - Users find Precursive to be **intuitive** , enhancing efficiency with seamless integration and a familiar Salesforce interface. ##### Cons - Users express concerns about **access limitations** , finding the mobile experience and sharing options less intuitive than desired. - Users express frustration with **limited reporting capabilities** , hindering the ability to analyze data across multiple objects efficiently. - Users experience **restrictive reporting capabilities** in Precursive, leading to inefficiencies and complexities in data management. - Users note **limitations in reporting and permissions** that can hinder efficiency and require unnecessary navigation. - Users find the **app functionality lacking** , citing excessive clicks and a limited mobile experience as major drawbacks. #### What Are Recent G2 Reviews of Precursive? **["Quality product, expert guidance"](https://www.g2.com/survey_responses/precursive-review-11754590)** **Rating:** 5.0/5.0 stars _— Ryan F._ [Read full review](https://www.g2.com/survey_responses/precursive-review-11754590) **["feature rich software, with excellent support"](https://www.g2.com/survey_responses/precursive-review-11537250)** **Rating:** 4.5/5.0 stars _— luke s._ [Read full review](https://www.g2.com/survey_responses/precursive-review-11537250) #### What Are G2 Users Discussing About Precursive? - [What is Precursive used for?](https://www.g2.com/discussions/what-is-precursive-used-for) ### [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) ### [Projectworks](https://www.g2.com/products/projectworks/reviews) Grow your firm, and your impact.
 Projectworks is AI-powered, operator-built professional services automation software for consulting firms that want to grow and make a difference. Bringing deals, proposals, time tracking, resourcing, invoicing, and forecasting together in one platform, it gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. Projectworks was built by consultants who know what it’s like to lose hours to spreadsheets and billing chaos. Designed specifically for engineering, architecture, software development, and management consulting, it’s professional services automation (PSA) software that gets experts out of the admin grind and back to the work that matters. Our cloud-based PSA tool brings together everything your business needs to plan, track, forecast, and grow. By automating time tracking, expense tracking, resource planning, project financials, and real-time reporting, Projectworks frees your people to focus on solving the world’s hardest problems - not wrestling with manual processes. On average, Projectworks users grow 20% in their first year. Connect Projectworks with your existing stack - including Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, HubSpot, and Salesforce - to eliminate double handling, align your data, and operate with confidence. We’ll help you set up for success with expert data migration, comprehensive training, and responsive ongoing support. Key features Time tracking software Easy, accurate timesheets that actually get filled out. Simplify project time tracking and keep billing up to date with integrated time management software for consultants. Expense tracking Track project spend against budget with simple, mobile-friendly expense submission. Sync approved expenses directly to Xero as bills to pay. Resource management software Plan and allocate resources effectively. See availability, utilization, and capacity in real time with powerful resource planning tools that make project delivery predictable. Revenue forecasting & project profitability Combine financial and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions. Invoicing automation Create pre-populated invoices that sync seamlessly with Xero, reducing admin and helping you get paid faster. Reporting & insights Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams. Integrations Connect your favorite tools and run your firm on a unified project management and financial reporting platform. Get a 10% discount on annual subscriptions. **Average Rating:** 4.5/5.0 **Total Reviews:** 215 #### How Do G2 Users Rate Projectworks? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 9.2/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Projectworks? - **Seller:** [Projectworks](https://www.g2.com/sellers/projectworks) - **Company Website:** projectworks.com - **Year Founded:** 2019 - **HQ Location:** San Mateo, California - **Twitter:** @projectworksltd 28 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ded13ee67e43f9892400d783058626dcfbb1403911721452555eb55774b06978&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectworks-io%2F&secure%5Burl_type%5D=linkedin_company_website) 77 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Director - **Top Industries:** Information Technology and Services, Consulting - **Company Size:** 65% Small, 33% Medium #### What Do G2 Reviewers Say About Projectworks? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Projectworks, finding the interface intuitive and supportive for their needs. - Users appreciate the **centralized and streamlined project management** of Projectworks, enhancing efficiency across multiple regions. - Users highly value the **user-friendly interface** of Projectworks, enhancing day-to-day operations and improving overall efficiency. - Users appreciate the **intuitive user interface** of Projectworks, enhancing efficiency and collaboration across diverse teams. - Users praise Projectworks for its **comprehensive features** that streamline management and enhance decision-making across multiple regions. ##### Cons - Users find the **limited features** in Projectworks restrict project management capabilities and integration flexibility. - Users find **missing invoicing features** frustrating, necessitating workarounds and lacking customization for their specific needs. - Users find **limited customization** in reporting and workflows, leading to minor frictions during fast-paced project management. - Users find the **learning curve steep** due to complex features and unclear WIP functionality, requiring time to adapt. - Users note that **reporting issues** create minor friction, with requests for improved customization and speed in Projectworks. #### What Are Recent G2 Reviews of Projectworks? **["All-in-One, Flexible End-to-End Project Management Solution"](https://www.g2.com/survey_responses/projectworks-review-13100948)** **Rating:** 5.0/5.0 stars _— Kevin L._ [Read full review](https://www.g2.com/survey_responses/projectworks-review-13100948) **["Straightforward Resourcing and Profitability Tracking with Clear Practice Visibility"](https://www.g2.com/survey_responses/projectworks-review-13147367)** **Rating:** 4.5/5.0 stars _— Vicki E._ [Read full review](https://www.g2.com/survey_responses/projectworks-review-13147367) #### What Are G2 Users Discussing About Projectworks? - [What is Projectworks used for?](https://www.g2.com/discussions/what-is-projectworks-used-for) - 1 comment ### [Syncro](https://www.g2.com/products/syncro/reviews) Syncro is a fully integrated RMM and PSA platform for MSPs and IT departments. It combines remote monitoring and management (RMM), professional services automation (PSA), and Microsoft 365 security management in a single system, eliminating the tool sprawl that creates security gaps and slows teams 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. 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:** 535 #### 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: 8.4/10) - **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? - **Seller:** [Syncro Technologies Inc.](https://www.g2.com/sellers/syncro-technologies-inc) - **Company Website:** syncrosecure.com - **Year Founded:** 2017 - **HQ Location:** Fully remote, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3e40e976a73c48924cb8f8b77b9157604f2844aaff62bdc76b30fd2d0d3fd795&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsyncromsp%2F&secure%5Burl_type%5D=linkedin_company_website) 111 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 79% Small, 9% Medium #### What Do G2 Reviewers Say About Syncro? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Syncro, facilitating quick troubleshooting and seamless client communication. - Users praise Syncro for its **effective ticket management and comprehensive support** , enhancing efficiency and streamlining processes. - Users find the **initial setup easy** , making Syncro accessible even for first-time users managing complex RMM solutions. - Users praise the **automation capabilities** of Syncro, enhancing workflow efficiency and streamlining ticket management processes. - Users value the **seamless integrations** of Syncro, enhancing both internal processes and external partnerships effectively. ##### Cons - Users express a need for **missing features** like real-time messaging and more Linux distro support in Syncro. - Users report that **improvement is needed** for Syncro's interface and responsiveness to enhance overall usability. - Users feel the **feature limitations** of Syncro, particularly in UI, reporting, and Linux support, hinder productivity. - Users express concerns over **feature limitations** in Syncro, requesting improvements and modern updates to enhance usability. - Users find that Syncro **lacks essential advanced features** , making management and automation more complex and less efficient. #### What Are Recent G2 Reviews of Syncro? **["User-Friendly App that is great for a team in a business"](https://www.g2.com/survey_responses/syncro-review-12059675)** **Rating:** 5.0/5.0 stars _— Michael C._ [Read full review](https://www.g2.com/survey_responses/syncro-review-12059675) **["Seamless Tool Integration and Intuitive Setup"](https://www.g2.com/survey_responses/syncro-review-11175905)** **Rating:** 5.0/5.0 stars _— Danilo B._ [Read full review](https://www.g2.com/survey_responses/syncro-review-11175905) #### What Are G2 Users Discussing About Syncro? - [What is Syncro used for?](https://www.g2.com/discussions/what-is-syncro-used-for) - [What is atera RMM?](https://www.g2.com/discussions/syncro-what-is-atera-rmm) - 1 comment - [What is Synchro 4d?](https://www.g2.com/discussions/what-is-synchro-4d) - [What is Synchro Pro?](https://www.g2.com/discussions/what-is-synchro-pro) - 1 comment - [What is Synchro software used for?](https://www.g2.com/discussions/what-is-synchro-software-used-for) - 3 comments ### [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) 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: 8.4/10) - **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 Planview AdaptiveWork? - **Seller:** [Planview](https://www.g2.com/sellers/planview) - **Company Website:** www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview 3,049 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website) 1,868 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 customizable workflows. - Users value the **customizability** of Planview AdaptiveWork, enabling easy workflow creation and effective project tracking. - Users appreciate the **high customizability** of Planview AdaptiveWork, allowing easy creation of workflows and flexible views. - Users value the **customizability** of Planview AdaptiveWork, enabling easy setup of workflows without coding skills. - Users appreciate the **ease of use** with customizable workflows and intuitive views, enhancing their overall experience. ##### Cons - Users criticize the **access limitations** of Planview AdaptiveWork, finding many features ineffective and support insufficient. - Users find that **app functionality is lacking** , as many processes fail to work seamlessly within the tool. - Users report that **change adjustments** don’t work well initially, requiring external processes and facing inadequate support. - Users experience **inadequate tools** , as many processes need to be handled outside the system and manually entered later. - Users experience significant **manual data entry** challenges due to poor initial functionality and inadequate support. #### What Are Recent G2 Reviews of Planview AdaptiveWork? **["Centralized Project Visibility That Keeps Teams Aligned"](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288)** **Rating:** 5.0/5.0 stars _— Isis M._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288) **["Centralized Project Visibility and Flexible Workflows in One Platform"](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258)** **Rating:** 4.0/5.0 stars _— Daniela T._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258) #### What Are G2 Users Discussing About Planview AdaptiveWork? - [What are the features of project management?](https://www.g2.com/discussions/planview-adaptivework-what-are-the-features-of-project-management) - [What is clarizen used for?](https://www.g2.com/discussions/what-is-clarizen-used-for) - [What is clarizen one?](https://www.g2.com/discussions/what-is-clarizen-one) - [What is clarizen software?](https://www.g2.com/discussions/what-is-clarizen-software) - 1 comment ### [COR](https://www.g2.com/products/cor/reviews) Running an agency means juggling projects, people, and profit margins — all at once. Most tools help you track work. COR helps you protect your profitability. COR is the Profit Operating System for modern agencies. Built for the way agency teams actually operate, COR gives you real-time visibility into where your margins are going, before it's too late to act. What makes COR different: Profit-first, not just project-first. While other platforms focus on task management, COR tracks what actually matters: margin per project, per client, per team. Know your profitability at a glance — no spreadsheets, no surprises. AI governance that actually works. COR orchestrates humans and AI agents with the controls your agency needs — smart workload recommendations, automated time tracking, and predictive forecasting that tells you where you'll land before you get there. Benchmarks that give you an edge. COR's platform surfaces industry benchmarks so you know how your agency stacks up — and where your biggest opportunities for improvement are. Data-driven decisions, built into your daily workflow. Whether you're a 40-person agency or a 200-person network agency, COR gives you the clarity and confidence to scale profitably. Finally — one platform where your projects, your people, and your profits all live together. **Average Rating:** 4.4/5.0 **Total Reviews:** 107 #### How Do G2 Users Rate COR? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.8/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind COR? - **Seller:** [COR](https://www.g2.com/sellers/cor) - **Company Website:** www.projectcor.com - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @COR 869 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=764cbde71b0281a48ca587a639a03a68d14f5927b249a09ed57445e864265503&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproject-cor%2F&secure%5Burl_type%5D=linkedin_company_website) 285 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Public Relations and Communications - **Company Size:** 49% Medium, 48% Small #### What Are Recent G2 Reviews of COR? **["COR provides operational visibility and solid data for transparent decisions"](https://www.g2.com/survey_responses/cor-review-12684086)** **Rating:** 5.0/5.0 stars _— Carlos M._ [Read full review](https://www.g2.com/survey_responses/cor-review-12684086) **["Streamlined Compliance for German SME Clients"](https://www.g2.com/survey_responses/cor-review-13067219)** **Rating:** 4.0/5.0 stars _— Hiren B._ [Read full review](https://www.g2.com/survey_responses/cor-review-13067219) #### What Are G2 Users Discussing About COR? - [What advice would you give to companies considering COR for project management?](https://www.g2.com/discussions/what-advice-would-you-give-to-companies-considering-cor-for-project-management) - [What is COR used for?](https://www.g2.com/discussions/what-is-cor-used-for) - [‹ Prev‹ Prev](/categories/professional-services-automation/mid-market?order=g2_score#product-list) - [1](/categories/professional-services-automation/mid-market?order=g2_score#product-list) - 2 - [3](/categories/professional-services-automation/mid-market?order=g2_score&page=3#product-list) - [Next ›Next ›](/categories/professional-services-automation/mid-market?order=g2_score&page=3#product-list) Spotlight Categories [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) [Affiliate Marketing Software](https://www.g2.com/categories/affiliate-marketing) [Payment Processing Software](https://www.g2.com/categories/payment-processing) [SaaS Backup Software](https://www.g2.com/categories/saas-backup) [Low-Code Development Platforms](https://www.g2.com/categories/low-code-development-platforms) Similar Categories - [Procurement](/categories/procurement) - [Accounting & Finance](/categories/accounting-finance) - [Asset Management](/categories/asset-management) - [Business Activity Monitoring](/categories/business-activity-monitoring) - [Dealer Management Systems](/categories/dealer-management-systems) - [Discrete ERP](/categories/discrete-erp) - [Distribution ERP](/categories/distribution-erp) - [Environmental, Quality and Safety Management](/categories/environmental-quality-and-safety-management) - [ERP Systems](/categories/erp-systems) - [ETO ERP](/categories/eto-erp) - [Government ERP](/categories/government-erp) - [Manufacturing](/categories/manufacturing) - [Mixed Mode ERP](/categories/mixed-mode-erp) - [Other ERP](/categories/other-erp) - [Process ERP](/categories/process-erp) [Browse Professional Services Automation Themes](/categories/professional-services-automation/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated Products classified in the overall Professional Services Automation category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Professional Services Automation to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Professional Services Automation category. In addition to qualifying for inclusion in the Professional Services Automation Software category, to qualify for inclusion in the Medium-Sized Business Professional Services Automation Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. Show More