### Contents - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Topics**](#resources-topics) - [**Reports**](#resources-reports) # Professional Services Automation Software Resources ##### Articles, Discussions, Topics, and Reports to expand your knowledge on Professional Services Automation Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [discussions](#resources-discussions) from users like you, [topics](#resources-topics) to contrast viewpoints, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Discussions**](#resources-discussions) - [**Topics**](#resources-topics) - [**Reports**](#resources-reports) ## Professional Services Automation Software Articles [![What Is ERP Implementation? Steps, Strategies, and Risks](https://learn.g2.com/hubfs/G2CM_FI854_Learn_Article_Images_%5BERP_Software_India%5D_V1b.png "What Is ERP Implementation? Steps, Strategies, and Risks")](https://www.g2.com/articles/erp-implementation) [ ### What Is ERP Implementation? Steps, Strategies, and Risks ](https://www.g2.com/articles/erp-implementation) The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows. [ ![Piper Thomson](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Piper Thomson") PT ](https://learn.g2.com/author/piper-thomson) by Piper Thomson [![Highlights From the G2 Spring 2022 ERP Reports](https://learn.g2.com/hubfs/people%20sitting%20across%20a%20table.jpg "Highlights From the G2 Spring 2022 ERP Reports")](https://www.g2.com/articles/highlights-from-g2-spring-2022-erp-reports) [ ### Highlights From the G2 Spring 2022 ERP Reports ](https://www.g2.com/articles/highlights-from-g2-spring-2022-erp-reports) Enterprise resource planning (ERP) is probably one of the most mature software markets, which usually experiences few significant advancements other than the occasional merger or acquisition. At the same time, many changes in the industry may not be considered groundbreaking but can considerably impact ERP buyers and users. [ ![Gabriel Gheorghiu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gabriel Gheorghiu") GG ](https://learn.g2.com/author/gabriel-gheorghiu) by Gabriel Gheorghiu ## Professional Services Automation Software Discussions 0 Question on: Upland PSA [What kind of pricing does Tenrox offer?](/discussions/what-kind-of-pricing-does-tenrox-offer) It doesn't look like Tenrox has its pricing information listed on the page, but I'm curious what people have paid (roughly) and if people feel like they're getting their money's worth. Hi! We price based on users/month. We would be happy to explore pricing options with you, according to your specific requirements. Reach out! https://uplandsoftware.com/psa/contact/ tks! Heather B. Answered: Heather Black on October 2, 2019 [Your answer](/discussions/what-kind-of-pricing-does-tenrox-offer/comments/new?remote=true) 0 Question on: Syncro [What Is Syncro?](/discussions/what-is-syncro) What Is Syncro? Syncro is a unified RMM, PSA, and Microsoft 365 management platform built for Managed Service Providers (MSPs) and also used by IT departments to run their operations. For MSPs, the platform is known as Syncro XMM. The XMM category describes what Syncro delivers: every function an MSP needs to run a profitable services business, on one platform, from one dashboard, under one bill. Syncro consolidates RMM, PSA, Microsoft 365 management, Entra ID identity protection, Cloud Backup, remote access, scripting, and patch management into a single product. The same platform serves internal IT departments that want the unified, multi-function approach without stitching together a sprawling stack of point tools. Answered: Sarah Hoffman on July 10, 2026 [Your answer](/discussions/what-is-syncro/comments/new?remote=true) 0 [Best Automation Software for Service Firms](/discussions/best-automation-software-for-service-firms) Hey G2 community, For service-based firms, efficiency is everything—whether it's automating time tracking, billing, project workflows, or client communications. The right PSA (Professional Services Automation) software can transform how your team operates and scales. We took a look at platforms that are highly rated by service firms for their automation capabilities. Here are a few that stand out: [BigTime](https://www.g2.com/products/bigtime/reviews) Built for professional service teams, BigTime simplifies time and expense tracking, automates invoicing, and offers robust reporting—making it easier to keep projects on time and under budget. [Accelo](https://www.g2.com/products/accelo/reviews) Accelo streamlines your entire client lifecycle—automating everything from project planning and task assignments to billing and client communication. A great pick for firms looking to reduce manual work. [Kantata (formerly Mavenlink)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) Previously known as Mavenlink and Kimble, Kantata is designed to help firms scale their operations. It’s especially strong in automating resource planning, forecasting, and margin tracking. [Scoro](https://www.g2.com/products/scoro/reviews) Scoro combines CRM, billing, and project management in one platform—with built-in automation that cuts out redundant steps. It’s a powerful option for service firms aiming for end-to-end control. [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) Rocketlane is focused on automating client onboarding and delivery workflows. Its collaborative interface makes it easier for teams to manage timelines and improve customer experience—without relying on spreadsheets. If you’re evaluating tools, check out more top-rated [PSA platforms](https://www.g2.com/categories/professional-services-automation) on G2—backed by real feedback from service professionals. What automation tools have made the biggest difference in your firm’s operations? Let’s hear your recommendations! BigTime is a great pick for service firms looking to streamline operations. It offers strong project management, time tracking, and billing automation features, all designed to help teams stay efficient and organized. Answered: Hayata Nakamura on June 3, 2025 [Your answer](/discussions/best-automation-software-for-service-firms/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/professional-services-automation/resources?discussions_page=4) - [1](/categories/professional-services-automation/resources) - [2](/categories/professional-services-automation/resources?discussions_page=2) - [3](/categories/professional-services-automation/resources?discussions_page=3) - [4](/categories/professional-services-automation/resources?discussions_page=4) - 5 - [6](/categories/professional-services-automation/resources?discussions_page=6) - [7](/categories/professional-services-automation/resources?discussions_page=7) - [8](/categories/professional-services-automation/resources?discussions_page=8) - [9](/categories/professional-services-automation/resources?discussions_page=9) - … - [92](/categories/professional-services-automation/resources?discussions_page=92) - [93](/categories/professional-services-automation/resources?discussions_page=93) - [Next ›Next ›](/categories/professional-services-automation/resources?discussions_page=6) ## Professional Services Automation Software Topics [ Professional Services Automation Software Questions 10 discussions Professional Services Automation Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. This page... by Clara F. ](https://www.g2.com/topics/professional-services-automation) ## Professional Services Automation Software Reports Mid-Market Grid® Report for Professional Services Automation Summer 2026 G2 Report: Grid® Report Grid® Report for Professional Services Automation Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for Professional Services Automation Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for Professional Services Automation Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for Professional Services Automation Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for Professional Services Automation Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for Professional Services Automation Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for Professional Services Automation Spring 2026 G2 Report: Grid® Report Grid® Report for Professional Services Automation Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for Professional Services Automation Spring 2026 G2 Report: Momentum Grid® Report