# Best Professional Services Automation Software - Page 2 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. PSA systems track operations, related costs, and the revenues they generate. These products are used by consultants, lawyers, marketing account managers, and other professional services industry roles that conduct business on a client-project level. PSA software delivers insight into the business processes of project and portfolio management to improve the efficiency, productivity, and profitability of the project operations in place. This type of software can be used by all departments of a professional services company, from sales and marketing to accounting, as well as by project managers. There are two major types of PSA software—best of breed (which focuses exclusively on professional services) and ERP systems that provide features for PSA combined with functionality for manufacturing or distribution. PSA systems can be integrated with [accounting software](https://www.g2.com/categories/accounting), [CRM software](https://www.g2.com/categories/crm), and [payroll software](https://www.g2.com/categories/payroll) to make a more end-to-end solution. To qualify for inclusion in the Professional Services Automation category, a product must: - Manage customer profiles, sales opportunities, and communications - Include features for contract management and service level agreements (SLA) - Provide project and portfolio management for professional services - Deliver accounting functionality or integrate with accounting software - Track project and portfolio costs such as time and expenses - Record and allocate resources based on necessity and availability - Recognize revenue by project, portfolio, or business unit - Monitor project and portfolio performance, risk, and profitability ## How Many Professional Services Automation Software Products Does G2 Track? **Total Products under this Category:** 127 ### Category Stats (May 2026) - **Average Rating**: 4.29/5 (↑0.02 vs Apr 2026) - **New Reviews This Quarter**: 276 - **Buyer Segments**: Small-Business 50% │ Mid-Market 43% │ Enterprise 7% - **Top Trending Product**: Project Insight (+0.456) *Last updated: May 18, 2026* ## How Does G2 Rank Professional Services Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 24,000+ Authentic Reviews - 127+ 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. ## Top Professional Services Automation Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Autotask](https://www.g2.com/products/autotask/reviews) | 4.3/5.0 (578 reviews) | PSA for managed service providers | "[Streamlined MSP Operations with Powerful Automation and Integrations](https://www.g2.com/survey_responses/autotask-review-12813435)" | | 2 | [BigTime](https://www.g2.com/products/bigtime/reviews) | 4.5/5.0 (1,652 reviews) | Time tracking and billing for consulting firms | "[Reliable and structured tool for time tracking and reporting](https://www.g2.com/survey_responses/bigtime-review-12647447)" | | 3 | [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) | 4.1/5.0 (661 reviews) | PSA for architecture and engineering firms | "[Powerful solution that takes time to setup, train and manage](https://www.g2.com/survey_responses/deltek-vantagepoint-review-5002365)" | | 4 | [Syncro](https://www.g2.com/products/syncro/reviews) | 4.5/5.0 (500 reviews) | Unified IT and security operations for MSPs | "[User-Friendly App that is great for a team in a business](https://www.g2.com/survey_responses/syncro-review-12059675)" | | 5 | [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) | 4.4/5.0 (927 reviews) | Cloud ERP with real-time financial visibility | "[Real-Time Reporting Speed and Unified Integration with Continuous Updates](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12569221)" | | 6 | [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) | 4.7/5.0 (825 reviews) | Customer onboarding with shared client portals | "[End-to-End PSA with Real-Time Reporting, Customization, and Leading AI Automation](https://www.g2.com/survey_responses/rocketlane-review-12717042)" | | 7 | [Keka](https://www.g2.com/products/keka/reviews) | 4.5/5.0 (1,846 reviews) | HR-led PSA for India-based services firms | "[Intuitive, All-in-One HR Platform for Attendance, Leaves, Payroll, and Expenses](https://www.g2.com/survey_responses/keka-review-12850790)" | | 8 | [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) | 4.2/5.0 (1,451 reviews) | PSA with deep Salesforce integration | "[Robust PSA Tool, But Resource Intensive](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-8237586)" | | 9 | [Wrike](https://www.g2.com/products/wrike/reviews) | 4.2/5.0 (4,450 reviews) | Project management with rich sub-task structure | "[Reliable Tool for Project Workflow Management](https://www.g2.com/survey_responses/wrike-review-12818676)" | | 10 | [Scoro](https://www.g2.com/products/scoro/reviews) | 4.5/5.0 (479 reviews) | Centralized PSA for consultancies and agencies | "[All-in-One Solution That Enhances Agency Efficiency](https://www.g2.com/survey_responses/scoro-review-12668796)" | ## Which Professional Services Automation Software Is Best for Your Use Case? - **Leader:** [Autotask](https://www.g2.com/products/autotask/reviews) - **Highest Performer:** [PSOHUB.](https://www.g2.com/products/psohub/reviews) - **Easiest to Use:** [Syncro](https://www.g2.com/products/syncro/reviews) - **Top Trending:** [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - **Best Free Software:** [BigTime](https://www.g2.com/products/bigtime/reviews) ## Which Type of Professional Services Automation Software Tools Are You Looking For? - [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) *(current)* - [Project Management Software](https://www.g2.com/categories/project-management) - [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) - [Resource Management Software](https://www.g2.com/categories/resource-management) --- **Sponsored** ### Screendragon Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. By connecting planning, execution, governance, and reporting in one platform, Screendragon helps teams run work with confidence at scale.​ Designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements, Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and automation beyond basic task management.​ Key capabilities include configurable workflows, automated and AI-assisted approvals, resource and capacity planning, financial forecasting, and advanced operational reporting. The platform adapts to existing processes rather than forcing rigid templates, making it well suited to complex or regulated environments.​ Screendragon is designed to work as part of a broader enterprise ecosystem. It integrates with existing tools and platforms and provides an open API, enabling organisations to extend workflows, automate data exchange, and connect Screendragon to their wider technology stack.​ Trusted by global organisations including Kellogg’s, BP, the International Olympic Committee, TBWA, and McCann Worldgroup. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=156&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=61482&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%2Fsmall-business&secure%5Btoken%5D=e7bcf8f627454f5af9d4f6a87ba6b0306cb092d594483461eca198359c5bc38a&secure%5Burl%5D=https%3A%2F%2Fwww.screendragon.com%2Fsolutions%2F&secure%5Burl_type%5D=paid_promos) --- ## Buyer Guide: Key Questions for Choosing Professional Services Automation Software Software ### What does professional services automation software do? I describe professional services automation, or PSA, as the operational backbone for firms that sell time and expertise. It connects sales pipeline, project planning, resource allocation, time tracking, billing, and revenue recognition into a single workflow. From what I see across reviewer accounts, PSA platforms exist to give consulting, agency, and IT services leaders one source of truth on what is being delivered, by whom, against which budget, and with what margin. ### Why do businesses use professional services automation software? After looking at accounts in this category, I noticed that the recurring problem was visibility. Time, costs, and project status sat in disconnected spreadsheets, and leadership could not answer simple questions about utilization or profitability without a fire drill. From the reviewer patterns I evaluated, several benefits show up consistently: - Reviewers describe time tracking and invoicing flowing from the same source, which removes the reconciliation step where billable hours and invoices used to disagree. - Many appreciate resource planning views that show capacity, allocations, and conflicts in one screen, so staffing decisions stop relying on tribal knowledge. - Users mention margin and profitability dashboards that surface losing projects early enough to course-correct. - Several point to the deal-to-project handoff, where opportunities flow from CRM into delivery without manual setup. ### Who uses professional services automation software primarily? My analysis of reviewer roles shows that PSA platforms serve a layered audience inside services organizations: - **Project managers and delivery leads** plan engagements, assign resources, and track milestones against scope. - **Consultants and billable staff** log hours, manage tasks, and submit timesheets against specific engagements. - **Finance and accounting teams** manage invoicing, revenue recognition, and write-offs. - **Practice and operations leaders** monitor utilization, pipeline-to-delivery flow, and project margin across the firm. ### What types of professional services automation software should I consider? I've found that, according to reviewer feedback, PSA solutions generally fall into several distinct categories: - **Agency-focused PSAs** optimized for creative, marketing, and consulting firms with retainer and project billing. - **IT and MSP PSAs** centered on ticketing, asset management, and recurring service contracts. - **Enterprise PSAs** integrated with Salesforce or major ERPs to support large services arms inside software companies. - **Lightweight time-and-billing tools** aimed at small consultancies and independent practitioners who want simplicity over depth. The right fit depends on the complexity of your billing models, the size of your firm, and how tightly delivery must connect to sales. ### What are the core features to look for in professional services automation software? My evaluation of the review patterns suggests that these are the strongest PSA features to look out for: - Resource planning with capacity, skills, and allocation conflicts in one view. - Time tracking that flows automatically into invoicing and revenue recognition. - Project templates that codify how engagements are scoped and staffed. - Real-time dashboards on utilization, margin, and forecast accuracy. - CRM and accounting integrations that close the loop from sale to cash. - Client-facing portals for status, approvals, and shared documents. ### What trends are shaping professional services automation software right now? I see a few key trends currently impacting the market, based on the latest user feedback I have reviewed: - **AI scheduling assistants** are starting to recommend resource assignments based on skills, availability, and prior project performance. - **Forecasting models are improving** so revenue projections account for pipeline probability, not just signed work. - **Client portals** are becoming a standard expectation rather than a premium feature. - **Tighter integrations** with HubSpot, Salesforce, NetSuite, and QuickBooks are reducing the need for middleware. - **Modern UI rebuilds** are addressing the dated interfaces reviewers consistently flag in legacy products. ### How should I choose professional services automation software? For me, the strongest PSAs are the ones that show me utilization, margin, and pipeline health on a single screen, with time and invoicing already reconciled. When delivery, finance, and sales all read from the same record, service leaders stop guessing and start managing the firm with real data. --- ## What Are the Top-Rated Professional Services Automation Software Products in 2026? ### 1. [Dynamics 365 Project Operations](https://www.g2.com/products/dynamics-365-project-operations/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 12 **Product Description:** Dynamics 365 for Project Service Automation helps teams work efficiently by giving them automation technology and a complete view into their client relationships. #### What Are Recent G2 Reviews of Dynamics 365 Project Operations? **"[I have been integrating my applications with D365 for past 6 years & realised key benefits for RMs.](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-5440279)"** **Rating:** 4.5/5.0 stars *— Verified User in Banking* [Read full review](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-5440279) --- **"[Great tool for sales](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-6575747)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-6575747) --- #### What Are G2 Users Discussing About Dynamics 365 Project Operations? - [What is dynamic PSA?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-dynamic-psa-626371e3-7f61-4821-9055-2d7455943340) - [What is dynamic PSA?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-dynamic-psa-7606a096-8a64-4e3c-9703-a781b3a2b2fd) - [What is dynamic PSA?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-dynamic-psa) ### 2. [BigTime Projector](https://www.g2.com/products/bigtime-projector/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 131 **Product Description:** 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. #### What Are Recent G2 Reviews of BigTime Projector? **"[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) --- **"[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) --- #### 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) ### 3. [Workday Professional Services Automation](https://www.g2.com/products/workday-professional-services-automation/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 20 **Product Description:** Workday Professional Services Automation (PSA) automates the entire Opportunity to Cash process in one intuitive tool, linked directly to HCM and ERP data like skills, resource availability, project margins, billing and staff utilization, all designed to match the right talent to the right project at the right time. This eliminates siloed systems, reducing manual, error-prone work, and preventing revenue leakage. Workday Services CPQ (Configure, Price, Quote) integrates with your CRM system to track project opportunities as they progress and automatically creates customer facing quotes, contracts and project resourcing plans, reducing several manual steps in the Sales to Service handoff and jumpstarting projects as soon as they are sold. Built with an adaptable architecture, Workday PSA supports flexible and secure project management, finance, accounting, and HR processes all on one platform, allowing for quick adaptation to business changes with "on the fly" reporting. #### What Are Recent G2 Reviews of Workday Professional Services Automation? **"[Workday](https://www.g2.com/survey_responses/workday-professional-services-automation-review-4202669)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/workday-professional-services-automation-review-4202669) --- **"[Glueing Salesforce CMS daily business with HR management](https://www.g2.com/survey_responses/workday-professional-services-automation-review-9414399)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/workday-professional-services-automation-review-9414399) --- ### 4. [Productive](https://www.g2.com/products/productive/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 71 **Product Description:** Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services. ### What Do G2 Reviewers Say About Productive? *AI-generated summary from verified user reviews* **Pros:** - Users find **Productive's ease of use** greatly enhances their workflow with its intuitive design and integrations. - Users value the **customizability** of Productive, allowing personalized views and reports to enhance their workflow and productivity. - Users value the **team collaboration features** of Productive, enhancing project management and integration across their workflows. - Users love the **intuitive user interface** of Productive, making onboarding easy and enhancing overall efficiency. - Users value the **responsive and personal support** provided by Productive, enhancing their overall experience and satisfaction. **Cons:** - Users find the **lack of integrations** frustrating, particularly with Xero and Google Chat, affecting workflow efficiency. - Users find the **missing features** in Productive limiting, particularly in reporting flexibility and mobile app functionality. - Users find **organization difficulties** present in report configuration and integration between modules, complicating their overall experience. - Users find the **reporting challenging** , citing difficulties in configuration and limited mobile app functionality. - Users find the **complex usability** of Productive challenging, especially when configuring reports and navigating the layout. #### What Are Recent G2 Reviews of Productive? **"[Productive made my job easier, accurate resource planning, higher productivity and better workflows](https://www.g2.com/survey_responses/productive-review-12406445)"** **Rating:** 5.0/5.0 stars *— Yulija K.* [Read full review](https://www.g2.com/survey_responses/productive-review-12406445) --- **"[Smooth, Easy-to-Learn Budgeting and Resourcing for Clear Project Tracking](https://www.g2.com/survey_responses/productive-review-12612766)"** **Rating:** 4.5/5.0 stars *— Oliver W.* [Read full review](https://www.g2.com/survey_responses/productive-review-12612766) --- #### What Are G2 Users Discussing About Productive? - [What are the benefits of productivity software?](https://www.g2.com/discussions/what-are-the-benefits-of-productivity-software) - [What are 3 examples of productivity software?](https://www.g2.com/discussions/what-are-3-examples-of-productivity-software) - [What is productivity software?](https://www.g2.com/discussions/what-is-productivity-software) ### 5. [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 519 **Product Description:** 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. Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries, from technology and consulting to manufacturing and professional services. "After successfully implementing core project and program management capabilities over the past few years, we've built a solid foundation of data and processes. This positions us very well to leverage Gen AI and Planview Anvi to drive the next wave of transformation - enhancing productivity, accelerating adoption, and achieving higher levels of PPM maturity." – Estela Lauricella-Thota, Senior Director of Technology Transformation at Cognizant #### What Are Recent G2 Reviews of Planview AdaptiveWork? **"[Flexibility and Depth, but Challenges in Configuration](https://www.g2.com/survey_responses/planview-adaptivework-review-12756711)"** **Rating:** 4.0/5.0 stars *— Iker R.* [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-12756711) --- **"[Director of Construction & PMO](https://www.g2.com/survey_responses/planview-adaptivework-review-12748316)"** **Rating:** 4.5/5.0 stars *— Timothy G.* [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-12748316) --- #### 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) ### 6. [Accelo](https://www.g2.com/products/accelo/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 538 **Product Description:** Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing, and more, regardless of where you are. With an emphasis on time and money, the professional services automation suite gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities, and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders run the business and professionals focus on the most important work. By harnessing powerful automation, managers can easily deliver projects on time and within budget. Accelo's up-to-date and secure analytics give leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business. ### What Do G2 Reviewers Say About Accelo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Accelo for managing multiple business functions effectively in one platform. - Users appreciate the **integration of all project management tools** in Accelo, enhancing efficiency and scaling business operations. - Users value the **efficiency** of Accelo, which streamlines multiple business functions into one integrated platform. - Users value the **integrated client management** features of Accelo, enhancing efficiency and streamlining operations across teams. - Users appreciate the **automated task management** in Accelo, streamlining operations and reducing administrative overhead. **Cons:** - Users express frustration with **missing features** like invoice copying, sync issues, and a limited mobile app experience. - Users report a challenging **learning curve** with Accelo due to extensive configuration and reduced mobile functionality. - Users find **limited features** in Accelo, including poor reporting and inadequate support for multiple businesses or large files. - Users find **limited customization** in Accelo, leading to frustrations with various app functionalities and management features. - Users find the **complexity** of Accelo's interface and features challenging, making navigation and task management difficult. #### What Are Recent G2 Reviews of Accelo? **"[Accelo Keeps Projects, Tasks, and Reporting in Sync - Plus Smooth Xero Integration](https://www.g2.com/survey_responses/accelo-review-12239482)"** **Rating:** 4.0/5.0 stars *— Vijaysing P.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12239482) --- **"[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) --- #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### 7. [Naverisk](https://www.g2.com/products/naverisk/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 71 **Product Description:** Naverisk is a robust All-in-One IT services platform for MSPs and IT Pro’s. Naverisk combines RMM, Service Desk, PSA and 100% free Data Protection into a single powerful solution. Our excellent global 24x7 support also means you can get real time help when you need it. ### What Do G2 Reviewers Say About Naverisk? *AI-generated summary from verified user reviews* **Pros:** - Users value the **high reliability** of Naverisk, making it a trusted partner for managing complex IT environments. - Users praise the **excellent customer support** of Naverisk, appreciating their responsiveness and expertise in resolving issues. - Users appreciate the **ease of use** of Naverisk, enabling quick onboarding and efficient management of complex environments. - Users value the **high-quality client management** and support from Naverisk, enhancing their IT infrastructure effectively. - Users value the **excellent community engagement** of Naverisk, highlighting the responsive support and expertise from the team. **Cons:** - Users find the ticketing system **clunky** , making it less efficient and impacting their overall experience. - Users often face **login issues** with Naverisk, necessitating frequent logouts and re-logins for full functionality. - Users feel the **interface is a bit dated** and would benefit from a refresh for better usability. - Users find the **ticketing system clunky** , yet it remains functional for their needs despite some frustrations. - Users note that the **interface feels dated** and could benefit from a more modern refresh for better usability. #### What Are Recent G2 Reviews of Naverisk? **"[Perfect Pricing and Local Hosting That Fits My Needs](https://www.g2.com/survey_responses/naverisk-review-12658821)"** **Rating:** 5.0/5.0 stars *— Kevin D.* [Read full review](https://www.g2.com/survey_responses/naverisk-review-12658821) --- **"[Fully Featured, Stable, and Highly Reliable](https://www.g2.com/survey_responses/naverisk-review-12003113)"** **Rating:** 5.0/5.0 stars *— Shannon H.* [Read full review](https://www.g2.com/survey_responses/naverisk-review-12003113) --- #### What Are G2 Users Discussing About Naverisk? - [What is Naverisk RMM & PSA used for?](https://www.g2.com/discussions/what-is-naverisk-rmm-psa-used-for) ### 8. [Precursive](https://www.g2.com/products/precursive/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 64 **Product Description:** 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 ### What Do G2 Reviewers Say About Precursive? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **exceptional customer support** from Precursive, noting their responsiveness and commitment to success. - Users appreciate the **ease of use** of Precursive, enjoying seamless integration and intuitive functionality for better project management. - Users value the **intuitive project management** features of Precursive, enhancing collaboration and efficiency within teams. - Users highlight the **user-friendly interface** of Precursive, making it easy and efficient for teams to manage projects. - Users find Precursive **intuitive** and easy to navigate, enhancing efficiency and streamlining project management within Salesforce. **Cons:** - Users find **access limitations** frustrating, especially with clicks, mobile use, and editing permissions hindering productivity. - Users find **limited reporting capabilities** frustrating, wishing for more flexibility and quicker access to data across projects. - Users face **reporting limitations** with Precursive, affecting efficiency and functionality across different levels and objects. - Users find **reporting capabilities restrictive** in Precursive, particularly due to Salesforce's inherited limitations and license constraints. - Users find the **app functionality lacking** , citing too many clicks and a limited mobile experience. #### What Are Recent G2 Reviews of Precursive? **"[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) --- **"[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) --- #### What Are G2 Users Discussing About Precursive? - [What is Precursive used for?](https://www.g2.com/discussions/what-is-precursive-used-for) ### 9. [Bonsai](https://www.g2.com/products/bonsai/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 100 **Product Description:** Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them. ### What Do G2 Reviewers Say About Bonsai? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of Bonsai, seamlessly managing proposals, invoices, and payments in one platform. - Users value the **streamlined invoicing system** of Bonsai, enhancing efficiency with integrated payment and proposal management. - Users value the **centralized invoice management** of Bonsai, enhancing efficiency with streamlined proposals, payments, and reminders. - Users value the **time-saving features** of Bonsai, streamlining proposals, invoicing, and project management effectively. - Users value the **time tracking capabilities** of Bonsai, enhancing project management and simplifying invoicing processes. **Cons:** - Users are frustrated by the **missing features** , such as contact export, a mobile app, and varied customer service quality. - Users find the **pricing of Bonsai to be expensive** , especially when many features go unused in the membership model. - Users face significant **integration issues** with Bonsai, complicating scheduling and affecting team operations globally. - Users find the **limited customization** options restricting, as they can't tailor the program to their specific needs. - Users find Bonsai's **limited features** restrictive, feeling the need for improvements, especially in time tracking. #### What Are Recent G2 Reviews of Bonsai? **"[A love hate relationship I love to hate](https://www.g2.com/survey_responses/bonsai-review-10245202)"** **Rating:** 5.0/5.0 stars *— Braden E.* [Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202) --- **"[Great Accounts/CRM/collab solution for micro and small businesses](https://www.g2.com/survey_responses/bonsai-review-9713271)"** **Rating:** 5.0/5.0 stars *— Anita Q.* [Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271) --- #### What Are G2 Users Discussing About Bonsai? - [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers) - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment ### 10. [Screendragon](https://www.g2.com/products/screendragon/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 110 **Product Description:** Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. By connecting planning, execution, governance, and reporting in one platform, Screendragon helps teams run work with confidence at scale.​ Designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements, Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and automation beyond basic task management.​ Key capabilities include configurable workflows, automated and AI-assisted approvals, resource and capacity planning, financial forecasting, and advanced operational reporting. The platform adapts to existing processes rather than forcing rigid templates, making it well suited to complex or regulated environments.​ Screendragon is designed to work as part of a broader enterprise ecosystem. It integrates with existing tools and platforms and provides an open API, enabling organisations to extend workflows, automate data exchange, and connect Screendragon to their wider technology stack.​ Trusted by global organisations including Kellogg’s, BP, the International Olympic Committee, TBWA, and McCann Worldgroup. ### What Do G2 Reviewers Say About Screendragon? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **excellent customer support** provided by Screendragon, always eager to find tailored solutions. - Users value the **efficient and responsive team collaboration** that enhances project management and workflow solutions effectively. - Users find Screendragon to be **extremely easy to use** , requiring little training and enhancing workflow and collaboration. - Users value the **flexibility** of Screendragon, allowing adaptation to diverse projects and workflows across teams globally. - Users value the **quick response** from the Screendragon team, appreciating their efficiency and flexibility in addressing urgent needs. **Cons:** - Users face **platform limitations** that can affect functionality and make the experience feel less dynamic. - Users find the **complexity of the admin console and settings** to be a challenging aspect of Screendragon. - Users find the **complexity of the admin console** and settings challenging, impacting the overall user experience. - Users find that **report generation is confusing** , as it requires technical skills and lacks user-friendly options. - Users find **reporting inadequate** , as building reports manually can be too technical and sometimes cumbersome. #### What Are Recent G2 Reviews of Screendragon? **"[Intuitive and Streamlined Project Management with Exceptional Support](https://www.g2.com/survey_responses/screendragon-review-12436350)"** **Rating:** 5.0/5.0 stars *— Chelsea L.* [Read full review](https://www.g2.com/survey_responses/screendragon-review-12436350) --- **"[Highly Customizable Tool with Responsive, Always-Available Support](https://www.g2.com/survey_responses/screendragon-review-12465497)"** **Rating:** 4.0/5.0 stars *— Louis C.* [Read full review](https://www.g2.com/survey_responses/screendragon-review-12465497) --- #### What Are G2 Users Discussing About Screendragon? - [What is your experience with Screendragon for managing creative projects, and how does it compare to other tools?](https://www.g2.com/discussions/what-is-your-experience-with-screendragon-for-managing-creative-projects-and-how-does-it-compare-to-other-tools) - [What is Screendragon used for?](https://www.g2.com/discussions/what-is-screendragon-used-for) ### 11. [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 171 **Product Description:** From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform. ### What Do G2 Reviewers Say About Cloud Coach? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** with Cloud Coach, praising its intuitive interface and efficient navigation. - Users highlight the **seamless integration with Salesforce** , making project management effortless and efficient. - Users value the **seamless integrations** of Cloud Coach, enhancing project management efficiency and customization through Salesforce connectivity. - Users love the **easy integration** of Cloud Coach with Salesforce, enabling seamless customization and enhanced data visibility. - Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency. **Cons:** - Users find the **learning curve steep** with Cloud Coach, making initial setup and understanding quite challenging. - Users find the **complexity** of Cloud Coach overwhelming, complicating usage and limiting intuitive functionality. - Users express a desire for **missing features** in Cloud Coach, highlighting the need for enhancements in functionality. - Users feel the **limited customization options** in Cloud Coach can hinder their project management flexibility and efficiency. - Users find Cloud Coach's interface **cumbersome and complex** , making navigation challenging for newer users. #### What Are Recent G2 Reviews of Cloud Coach? **"[Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking](https://www.g2.com/survey_responses/cloud-coach-review-12276021)"** **Rating:** 5.0/5.0 stars *— Beatrice R.* [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021) --- **"[Seamless Salesforce Integration and Powerful Project Management](https://www.g2.com/survey_responses/cloud-coach-review-12110564)"** **Rating:** 4.5/5.0 stars *— Msalazar L.* [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564) --- #### What Are G2 Users Discussing About Cloud Coach? - [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach) - [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool) - [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program) ### 12. [Allfred](https://www.g2.com/products/allfred/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 52 **Product Description:** Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process and minimizing mistakes. Allfred was designed with "creatives in mind" to shift agencies' focus to do more creative work and less on paperwork and numerous Spreadsheets. We understand that for CFOs and managing directors, every decision must be rooted in financial data. That's why our platform offers real-time integrated financial and project data, allowing for better business decisions and increased profitability. Starting with automated Proposals and Budgeting, through interactive Resource Planning up to integrated Project Management and one-click Time Tracking, Allfred gives agency teams the right tools to make the process simple and efficient to deliver agencies more profit. \*Time management\* To-do-list and one-click time tracking reduces friction in communication within creative departments. \*Resource planning\* Interactive resource planning with drag&drop options increases agency team capacity and helps reduce overwork. \*Project management\* Time-saving automation and process assistance reduce dull work and frequent budgeting and project management mistakes. \*Financial analysis\* The Finance dashboard provides a comprehensive overview of your financial data and KPIs in one place. It helps you understand and analyze the sources of your revenue and identify opportunities for growth and allows you to track and optimize profitability and performance. With a step-by-step approach to onboarding into agency processes, we reduce the management effort and shorten the implementation time. We believe that better work for everyone means better profit for the agency. ### What Do G2 Reviewers Say About Allfred? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Allfred, praising its intuitive interface and seamless integration for efficient management. - Users appreciate the **seamless task management** capabilities of Allfred, streamlining workflow and enhancing productivity effortlessly. - Users value the **seamless time tracking** in Allfred, enhancing productivity and simplifying project management considerably. - Users value the **integrated project management features** of Allfred, simplifying workflow and enhancing overall efficiency. - Users commend the **exceptional customer support** of Allfred, enjoying quick resolutions and personalized assistance. **Cons:** - Users experience a **slow loading** issue occasionally, requiring a few seconds for certain actions within the tool. - Users experience occasional **slow performance** with updates and actions, though improvements have been noted in recent versions. - Users face occasional **bug issues** with tracking allocations, but most are resolved quickly despite occasional connection problems. - Users report **rare software bugs** in Allfred that occasionally hinder tracking allocations but are usually resolved quickly. - Users experience **glitches** in Allfred, particularly with hour allocation and tracking, though some issues are resolved quickly. #### What Are Recent G2 Reviews of Allfred? **"[One-Stop Tool for Managing Sales, Production, and Team Capacity](https://www.g2.com/survey_responses/allfred-review-12279476)"** **Rating:** 4.0/5.0 stars *— Adriano V.* [Read full review](https://www.g2.com/survey_responses/allfred-review-12279476) --- **"[Efficient and Intuitive, But Room for Improvement](https://www.g2.com/survey_responses/allfred-review-10617922)"** **Rating:** 4.5/5.0 stars *— Vladyslav M.* [Read full review](https://www.g2.com/survey_responses/allfred-review-10617922) --- ### 13. [SuperOps](https://www.g2.com/products/superops/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 133 **Product Description:** SuperOps is a unified PSA+RMM platform built for MSPs of all shapes and sizes. SuperOps's platform is built on three principles 1. One for all, all-in-one If you can dream it, you can do it. SuperOps is the only unified MSP that will take the pain out of your everyday tasks. No more switching between five tools to complete one simple task. 2. Get tasks done while you’re asleep We are an automation-first platform. Automation sits at the center of everything we are building at SuperOps.ai. Our platform is designed to save at least three man-hours every week. That’s six days of vacation! Sit back, relax, and leave the grunt work to our platform. 3. Draws you in, blows your mind Our MSP software's human-centered design is beautiful and easy on the eyes. We took great care in crafting the UI because even the little things matter to us. Everything looks better, feels better you wish you had more stuff to do (just to hang out in the software). ### What Do G2 Reviewers Say About SuperOps? *AI-generated summary from verified user reviews* **Pros:** - Users find SuperOps to be **easy to use** , with a shallow learning curve and quick setup for effective integration. - Users praise the **exceptional customer support** of SuperOps, noting quick responses and helpful guidance for integration challenges. - Users appreciate the **robust integration and excellent support** of SuperOps, enhancing productivity and responsiveness significantly. - Users love SuperOps for its **intuitive and user-friendly interface** , making it ideal for technicians of all skill levels. - Users value the **intuitive interface** of SuperOps, which simplifies navigation and enhances the user experience significantly. **Cons:** - Users find the **missing features** , like advanced Runbooks and comprehensive mobile support, limit functionality. - Users experience **feature issues** with SuperOps, noting limitations in integrations and app functionalities. - Users experience **integration issues** with SuperOps, particularly with key platforms like SharePoint and Google Drive. - Users face **access limitations** with advanced Runbooks and insufficient features in the Android app, hindering their experience. - Users are frustrated by the **lack of integrations** , limiting functionality with popular tools like SharePoint and Google Drive. #### What Are Recent G2 Reviews of SuperOps? **"[Intuitive Interface and Stellar Support](https://www.g2.com/survey_responses/superops-review-12264388)"** **Rating:** 5.0/5.0 stars *— Eric J.* [Read full review](https://www.g2.com/survey_responses/superops-review-12264388) --- **"[The "big boys" better watch out!](https://www.g2.com/survey_responses/superops-review-12270229)"** **Rating:** 5.0/5.0 stars *— Yancey J.* [Read full review](https://www.g2.com/survey_responses/superops-review-12270229) --- ### 14. [Avaza](https://www.g2.com/products/avaza/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 371 **Product Description:** 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. ### What Do G2 Reviewers Say About Avaza? *AI-generated summary from verified user reviews* **Pros:** - Users find Avaza **easy to use** , enabling effective collaboration and clarity while managing multiple projects seamlessly. - Users appreciate the **effective time tracking** in Avaza, providing valuable insights into team utilization and project management. - Users praise Avaza for its **world-class customer support** , highlighting quick responses and effective problem resolution. - Users value the **time-saving tools** in Avaza that streamline project management and enhance team collaboration. - Users appreciate Avaza's **simplicity and intuitive interface** , combined with powerful functionality for efficient project management. **Cons:** - Users find Avaza's **limited features** insufficient for customization and integration, complicating task management and reporting. - Users find the **missing features** in Avaza limiting, especially regarding time management and sub-task functionality. - Users find **limited customization** in templates and features, hindering personalized usage and overall efficiency. - Users find **reporting challenging** in Avaza, often struggling with irrelevant data due to its complexity. - Users find **reporting issues** with Avaza due to complexity and unreliability in generating relevant data. #### What Are Recent G2 Reviews of Avaza? **"[Avaza Helps Me Track Time, Bill Accurately, and Build Client Trust](https://www.g2.com/survey_responses/avaza-review-9235185)"** **Rating:** 5.0/5.0 stars *— Trent C.* [Read full review](https://www.g2.com/survey_responses/avaza-review-9235185) --- **"[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) ### 15. [HaloPSA](https://www.g2.com/products/halopsa/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 43 **Product Description:** HaloPSA is a comprehensive, cloud-based Professional Services Automation (PSA) software tailored for Managed Service Providers (MSPs) and IT service providers. It integrates essential business functions such as service desk management, project planning, billing, and customer relationship management into a unified platform. This consolidation streamlines operations, enhances productivity, and improves service delivery, making it an ideal solution for service-oriented businesses. Key Features and Functionality: - Service Desk: Flexible, automation-driven ticketing system designed specifically for MSPs. - Contracts: Configurable agreements to fit various billing structures and client needs. - Billing & Invoices: Automated invoicing processes to simplify financial operations. - Sales & CRM: Tools to enhance pipeline visibility and manage customer relationships effectively. - Stock Management: Centralized tracking of stock levels to streamline procurement and inventory control. - Project Management: Comprehensive oversight of projects from initiation to completion. - Time Tracking: Accurate logging of billable hours to ensure precise client billing. - Reporting & Analytics: Customizable reports and real-time analytics to monitor performance and inform decision-making. Primary Value and Solutions Provided: HaloPSA addresses the complexities MSPs face by offering an all-in-one platform that reduces the need for multiple disparate tools. Its automation capabilities free up resources by handling repetitive tasks, allowing teams to focus on strategic initiatives. The software's scalability ensures it grows alongside the business, accommodating increasing demands without compromising efficiency. By centralizing various business functions, HaloPSA enhances collaboration, improves service delivery, and drives overall business growth. ### What Do G2 Reviewers Say About HaloPSA? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of HaloPSA, enhancing their daily workflow and ticket management effortlessly. - Users value the **excellent customer support** of HaloPSA, enhancing their experience with timely assistance and reliable resources. - Users love the **easy integrations** with various systems, enhancing workflow efficiency and overall management capabilities. - Users value the **flexibility** of HaloPSA for adapting features to diverse customer use-cases and needs. - Users value the **effective organization** of HaloPSA, finding it simplifies ticket tracking and enhances daily task management. **Cons:** - Users experience a **steep learning curve** due to unclear documentation and the complexity of numerous features. - Users find the **billing issues** in HaloPSA frustrating, especially with limitations on recurring billing and purchase orders. - Users face challenges with **complex usability** due to insufficient documentation, leading to trial and error frustrations. - Users find the **difficult setup** process of HaloPSA to be complex and time-consuming, hindering quick deployment. - Users find the **invoicing issues** in HaloPSA frustrating, especially with its limitations on recurring billing systems. #### What Are Recent G2 Reviews of HaloPSA? **"[HaloPSA - A Comprehensive Solution](https://www.g2.com/survey_responses/halopsa-review-11850009)"** **Rating:** 4.0/5.0 stars *— max .* [Read full review](https://www.g2.com/survey_responses/halopsa-review-11850009) --- **"[Automation and Integration at Its Best](https://www.g2.com/survey_responses/halopsa-review-12797548)"** **Rating:** 5.0/5.0 stars *— Randal W.* [Read full review](https://www.g2.com/survey_responses/halopsa-review-12797548) --- #### What Are G2 Users Discussing About HaloPSA? - [What is HaloPSA used for?](https://www.g2.com/discussions/what-is-halopsa-used-for) ### 16. [Forecast](https://www.g2.com/products/accelo-forecast/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 123 **Product Description:** Forecast is an AI-powered PSA platform that combines project management, resource planning, financial tracking, and operational risk mitigation — giving you the single source of truth you need to run your business. This real-time visibility provides actionable insights into resource capacity, project profitability, and overall business health, empowering you to make confident decisions faster, optimize utilization, and finally steer your firm towards predictable, profitable growth. #### What Are Recent G2 Reviews of Forecast? **"[AI-Powered Planning That Keeps Projects on Track](https://www.g2.com/survey_responses/forecast-review-11972768)"** **Rating:** 5.0/5.0 stars *— tali k.* [Read full review](https://www.g2.com/survey_responses/forecast-review-11972768) --- **"[Forecasting future trends](https://www.g2.com/survey_responses/forecast-review-11341492)"** **Rating:** 5.0/5.0 stars *— Shivangi J.* [Read full review](https://www.g2.com/survey_responses/forecast-review-11341492) --- #### What Are G2 Users Discussing About Forecast? - [What are the benefits of forecasting?](https://www.g2.com/discussions/what-are-the-benefits-of-forecasting) - [What is forecast software?](https://www.g2.com/discussions/what-is-forecast-software) ### 17. [Upland PSA](https://www.g2.com/products/upland-psa/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 109 **Product Description:** Upland PSA (formerly Tenrox) helps professional services teams take their business to new heights. Customers around the world use PSA to streamline business operations for time tracking, resource management, project planning, and project financial management. The solution enables professional services teams deliver projects with certainty, assign resources based on skills, cost, and availability, and exceed client expectations every time. Customers love Upland PSA for its complete system configuration, quick start with the essentials, and the expertise that's readily available to them. Learn more at www.uplandsoftware.com/psa/ #### What Are Recent G2 Reviews of Upland PSA? **"[Upland PSA Review](https://www.g2.com/survey_responses/upland-psa-review-4136259)"** **Rating:** 4.5/5.0 stars *— Madonna C.* [Read full review](https://www.g2.com/survey_responses/upland-psa-review-4136259) --- **"[Feature rich project & resource management tool](https://www.g2.com/survey_responses/upland-psa-review-9385094)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer & Network Security* [Read full review](https://www.g2.com/survey_responses/upland-psa-review-9385094) --- #### What Are G2 Users Discussing About Upland PSA? - [What advice do you have for others considering Upland PSA for professional services automation?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-upland-psa-for-professional-services-automation) - [What is Upland PSA used for?](https://www.g2.com/discussions/what-is-upland-psa-used-for) - 1 upvote ### 18. [Workamajig](https://www.g2.com/products/workamajig-workamajig/reviews) **Average Rating:** 3.8/5.0 **Total Reviews:** 294 **Product Description:** Workamajig Platinum offers all-in-one software solution for creative agencies and in-house teams with Project Management, Resource Management, Collaboration, Digital Proofing, Finance & Billing, CRM, & more all in one beautiful easy-to-use system. ### What Do G2 Reviewers Say About Workamajig? *AI-generated summary from verified user reviews* **Pros:** - Users find **Workamajig easy to use** , especially for entering time, reviewing projects, and managing financials. - Users appreciate the **customization options** in Workamajig, enabling tailored solutions for diverse company needs and workflows. - Users appreciate the **customizability** of Workamajig, allowing them to tailor features to their specific business needs. - Users value the **time-saving features** of Workamajig, streamlining processes and enhancing work-life balance efficiently. - Users value the **comprehensive features** of Workamajig, enabling customization for optimized business operations. **Cons:** - Users find the **complex usability** of Workamajig challenging, requiring extensive training and effort to navigate effectively. - Users find the **large learning curve** challenging, though training helps ease the transition to effective usage. - Users find the **poor design** of Workamajig lacking in visuals, color, and user-friendliness for creative tasks. - Users find the **user interface lacks friendliness** , often requiring training to navigate tasks and submissions effectively. - Users find the **steep learning curve** of Workamajig can deter full adoption and complicate the user experience. #### What Are Recent G2 Reviews of Workamajig? **"[Customizable Platform That Fits Every Department’s Needs](https://www.g2.com/survey_responses/workamajig-review-12402637)"** **Rating:** 4.0/5.0 stars *— Christy H.* [Read full review](https://www.g2.com/survey_responses/workamajig-review-12402637) --- **"[All Project Deliverables and Conversations in One Place](https://www.g2.com/survey_responses/workamajig-review-12398004)"** **Rating:** 5.0/5.0 stars *— Sheri M.* [Read full review](https://www.g2.com/survey_responses/workamajig-review-12398004) --- ### 19. [Synergist](https://www.g2.com/products/synergist/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 28 **Product Description:** Synergist is an all-in-one agency and project management software, designed for agencies that want to improve performance and profitability. From CRM, job costing, project management, resource scheduling and capacity planning to timesheets, expenses, billing and reporting, Synergist gives you everything you need to manage your agency’s projects, people, clients, and financials. Synergist comes with hundreds of features and gives you more advanced functionality as you grow. But we get that every agency is unique, so your system setup should be too. Synergist’s flexible nature means it can be configured to work as your agency does and give you the exact data intelligence you need. https://www.synergist.co.uk/ ### What Do G2 Reviewers Say About Synergist? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Synergist, enhancing workflow management and decision-making across projects. - Users value the **end-to-end visibility** of Synergist, enhancing decision-making and project management across the agency. - Users value the **integrated project management** capabilities of Synergist, appreciating its comprehensive functionality and excellent support. - Users find **Synergist easy to learn** due to excellent training resources and continuous updates that enhance its usability. - Users appreciate the **end-to-end visibility** provided by Synergist, enhancing decision-making with real-time insights across projects. **Cons:** - Users find the **initial learning curve** challenging, needing time and training to become comfortable with Synergist. - Users find Synergist's interface to be **very complex** , often requiring extensive training to navigate effectively. - The **steep learning curve** of Synergist requires time and training for users to become fully comfortable with all features. - Users find **difficult navigation** challenging at first, though support and training help ease the learning curve. - Users find the **difficult onboarding** process challenging, requiring extensive training to maximize Synergist's potential for business needs. #### What Are Recent G2 Reviews of Synergist? **"[End-to-End Project Visibility and Profitability Insights with Synergist](https://www.g2.com/survey_responses/synergist-review-12409450)"** **Rating:** 5.0/5.0 stars *— Paula M.* [Read full review](https://www.g2.com/survey_responses/synergist-review-12409450) --- **"[Synergist: A Great All-in-One Solution for Agencies](https://www.g2.com/survey_responses/synergist-review-12186359)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/synergist-review-12186359) --- #### What Are G2 Users Discussing About Synergist? - [What is Synergist used for?](https://www.g2.com/discussions/what-is-synergist-used-for) ### 20. [aec360](https://www.g2.com/products/aec360/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 36 **Product Description:** Microsoft’s leading Dynamics™ 365-based solution for the AEC industry, HSO’s aec360 is a cloud-based business platform designed to meet the unique needs of architecture, engineering, and construction firms. aec360 provides an integrated industry solution for marketing and business development, project management, accounting, and human resource management, and was built to leverage the best of the Microsoft cloud, helping AEC firms drive productivity, collaboration, and insights across their organization. For more information, please visit our website at www.aec360.com. #### What Are Recent G2 Reviews of aec360? **"[A Top Choice for AEC Project Management and Collaboration.](https://www.g2.com/survey_responses/aec360-review-9929546)"** **Rating:** 5.0/5.0 stars *— Snehal C.* [Read full review](https://www.g2.com/survey_responses/aec360-review-9929546) --- **"[One of the best ERP solutions](https://www.g2.com/survey_responses/aec360-review-9945805)"** **Rating:** 4.5/5.0 stars *— Soubitya S.* [Read full review](https://www.g2.com/survey_responses/aec360-review-9945805) --- #### What Are G2 Users Discussing About aec360? - [What is aec360 used for?](https://www.g2.com/discussions/aec360-what-is-aec360-used-for) - [What is aec360 used for?](https://www.g2.com/discussions/what-is-aec360-used-for) ### 21. [WorkflowMAX](https://www.g2.com/products/workflowmax/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 63 **Product Description:** WorkflowMAX is a job and profitability management software solution specifically designed to assist service firms in optimizing their operations. This platform provides users with comprehensive control over essential aspects such as time management, team collaboration, and profit tracking, all consolidated into a single interface. By streamlining processes like project management, timesheet tracking, invoicing, and purchase order issuance, WorkflowMAX enhances clarity at every stage of a firm's workflow. Targeted primarily at growing service-oriented businesses, WorkflowMAX empowers users to scale their operations effectively. With the ability to monitor where time is allocated and profits are generated, firms can make informed decisions, delegate tasks with accuracy, and expand their services without uncertainty. This adaptability ensures that the software aligns with the unique workflows of each firm, rather than imposing a rigid structure that may not fit their needs. Key features of WorkflowMAX include its robust project management tools, which allow users to create, assign, and track projects in real time. The timesheet functionality simplifies the process of logging hours worked, ensuring that all team members can accurately report their time. Additionally, the invoicing and purchase order capabilities facilitate seamless financial transactions, making it easier for firms to manage their cash flow. The software also integrates deeply with popular accounting platforms like Xero and QuickBooks, enabling users to synchronize financial data effortlessly. The benefits of using WorkflowMAX extend beyond its core functionalities. The software is designed to provide users with insights into their operations, helping them identify areas for improvement and opportunities for growth. The dedicated support team is another significant advantage, as they are genuinely invested in the success of their clients, offering assistance and guidance as needed. This commitment to customer support, combined with the software's comprehensive features, positions WorkflowMAX as a valuable asset for service firms looking to enhance their operational efficiency and profitability. ### What Do G2 Reviewers Say About WorkflowMAX? *AI-generated summary from verified user reviews* **Pros:** - Users find WorkflowMax to be **extremely user-friendly** , enabling effortless project management and invoicing without confusion. - Users appreciate the **centralized time tracking** of WorkflowMax, effectively managing project budgets and workloads. - Users appreciate the **easy integration** of WorkflowMAX with Xero, streamlining the entire project management process. - Users appreciate the **seamless integrations** with Xero in WorkflowMAX, enhancing workflow efficiency and reducing invoice handling. - Users appreciate the **centralized project management** of WorkflowMax, enhancing accountability and streamlining time tracking and budgeting. **Cons:** - Users note the **missing features** in WorkflowMAX, especially integration with Dext and multi-currency billing. - Users are frustrated with the **limited functionality** of WorkflowMAX, citing inefficiencies and unresolved bugs. - Users report issues with **billing discrepancies** and desire simpler invoicing processes in WorkflowMAX. - Users find the **time consumption** in WorkflowMAX frustrating, as tasks require excessive clicks and slow page refreshes. - Users face **invoicing problems** due to inaccuracies and lack of features like multi-currency billing and CIS tax deductions. #### What Are Recent G2 Reviews of WorkflowMAX? **"[Perfect for Creative Studios: Easy Reporting and Seamless Xero Integration](https://www.g2.com/survey_responses/workflowmax-review-12021501)"** **Rating:** 5.0/5.0 stars *— Verified User in Graphic Design* [Read full review](https://www.g2.com/survey_responses/workflowmax-review-12021501) --- **"[Outstanding Experience with No Drawbacks](https://www.g2.com/survey_responses/workflowmax-review-12203791)"** **Rating:** 5.0/5.0 stars *— nam.bui@nzier.org.nz B.* [Read full review](https://www.g2.com/survey_responses/workflowmax-review-12203791) --- #### What Are G2 Users Discussing About WorkflowMAX? - [What is WorkflowMax used for?](https://www.g2.com/discussions/what-is-workflowmax-used-for) ### 22. [Mission Control](https://www.g2.com/products/mission-control/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 171 **Product Description:** Mission Control is your project management command center and Professional Services Automation solution, for any business that wants to elevate its workflow, where you can navigate, plan, manage & evaluate all your projects in one place to improve business performance. Built natively on the Salesforce Platform, the vast array of features are agile and easily customized to your business and client needs. Ultimately, you will be more organized and get the best ROI on your Salesforce platform. The solution helps you manage your end-to-end project, whether that's a complex program of work or simple onboarding / process management. Mission Control provides you with all the features required to effectively and efficiently deliver your professional services projects. The key features of Mission Control include detailed project plans, including multiple resources, financial tracking of revenue and costs, timesheets and expenses, risk management, issue logs, invoice management, PMO analysis, revenue recognition, resource capacity planning, program management, requirements and user stories, Gantt Charts, Resource Schedulers, Kanban Boards. ### What Do G2 Reviewers Say About Mission Control? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in Mission Control enhances their ability to track project statuses effortlessly. - Users appreciate the **clear visibility of job statuses** and the user-friendly UI in Mission Control. - Users value the **easy visibility of job statuses** in Mission Control, enhancing project tracking and organization. - Users appreciate the **clean and user-friendly UI** of Mission Control, making project status easily accessible. **Cons:** - Users dislike the **limited customization options** in Mission Control, affecting their ability to tailor the experience. #### What Are Recent G2 Reviews of Mission Control? **"[Highly Customizable, Smooth Onboarding, and Easy Salesforce Integration](https://www.g2.com/survey_responses/mission-control-review-12781714)"** **Rating:** 5.0/5.0 stars *— Verified User in Computer & Network Security* [Read full review](https://www.g2.com/survey_responses/mission-control-review-12781714) --- **"[Mission Control Review](https://www.g2.com/survey_responses/mission-control-review-4526949)"** **Rating:** 4.0/5.0 stars *— Jeff M.* [Read full review](https://www.g2.com/survey_responses/mission-control-review-4526949) --- ### 23. [Birdview](https://www.g2.com/products/birdview/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 391 **Product Description:** Birdview is a comprehensive, full-cycle platform designed to assist organizations in planning, managing, and forecasting resources, finances, and projects in a unified environment. This solution provides total project visibility, enabling teams and clients to oversee their projects effectively, thereby fostering growth and promoting streamlined processes. Targeted at a diverse range of businesses, Birdview is particularly beneficial for organizations that handle multiple projects simultaneously. It offers customizable views and centralized data management, which allows users to maintain balanced workloads and adapt to evolving business needs. The platform's capabilities extend to precise financial management and budgeting, ensuring that organizations can keep their projects on track financially while optimizing resource allocation. Birdview features two distinct products tailored to meet varied client requirements. Birdview Project Management simplifies the lives of project managers by streamlining the entire project lifecycle, from intake and planning to execution and project accounting. This product is designed to enhance efficiency and control, allowing project managers to focus on delivering results rather than getting bogged down by administrative tasks. On the other hand, Birdview Professional Services is specifically crafted for service-oriented organizations, facilitating client project management and collaboration. This ensures smooth service delivery while also providing robust financial tracking capabilities. Each product is equipped with advanced features that provide control over every stage of the project. Business Intelligence (BI)-powered dashboards and reports enable data-driven decision-making, which is crucial for enhancing productivity, profitability, and overall efficiency. These tools allow organizations to visualize their project data in real-time, making it easier to identify trends, assess performance, and make informed adjustments as necessary. Furthermore, Birdview integrates seamlessly with over 5,000 applications, enhancing its utility in various organizational contexts. This extensive integration capability ensures that users can manage their projects more effectively, leveraging existing tools and systems to create a cohesive workflow. By providing a centralized platform that encompasses project management, financial oversight, and resource allocation, Birdview stands out as a versatile solution for organizations aiming to optimize their project management processes. #### What Are Recent G2 Reviews of Birdview? **"[Birdview product review](https://www.g2.com/survey_responses/birdview-review-11666311)"** **Rating:** 4.5/5.0 stars *— Roshan R.* [Read full review](https://www.g2.com/survey_responses/birdview-review-11666311) --- **"[Consultant - review after 6 months of work](https://www.g2.com/survey_responses/birdview-review-9723891)"** **Rating:** 4.5/5.0 stars *— Ravi Shankar P.* [Read full review](https://www.g2.com/survey_responses/birdview-review-9723891) --- #### What Are G2 Users Discussing About Birdview? - [What is PSA in technology?](https://www.g2.com/discussions/what-is-psa-in-technology) - 1 comment - [What are simple projects?](https://www.g2.com/discussions/what-are-simple-projects) - 2 comments - [What is PSA in ERP?](https://www.g2.com/discussions/what-is-psa-in-erp) - 1 comment ### 24. [BQE CORE](https://www.g2.com/products/core-bqe-software-inc/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 437 **Product Description:** Designed for and built by Architects , Engineers, Consulting Firms, and Professional Service Practices, BQE CORE is an all-in-one professional services work management platform that enables firms to control every aspect of their operations - project management, project accounting, time & expense, time tracking, billing & invoicing, project-based ERP, professional services automation, and so much more. BQE CORE makes it easier and more profitable to run professional services firms. It organizes information, automates repetitive tasks, and allows your firm to spend more time providing service to your clients instead of managing internal processes. It is built by Architects, Engineers, and CPA's to meet the specific needs of professional services firms. It helps firms bolster their cash flow by expediting their billing process while improving their project management and their ability to analyze performance. BQE CORE utilizes state-of-the-art technologies delivering actionable business intelligence and award winning artificial intelligence including natural language processing and speech recognition. BQE CORE supports a wide range of industries, including architect firms, engineering, legal services and many more. You can access BQE CORE from any browser or mobile device and experience full functionality. The native mobile app includes iPhone and Android devices. CORE also has over 200 report and invoice templates. Invoices for every contract type conceivable. ### What Do G2 Reviewers Say About BQE CORE? *AI-generated summary from verified user reviews* **Pros:** - Users find **BQE CORE incredibly easy to use** , especially for invoicing and integrated business functions. - Users appreciate the **intuitive interface** of BQE CORE, enhancing project management and simplifying time tracking. - Users applaud the **effortless invoicing system** in BQE CORE, emphasizing its simplicity and efficiency in billing processes. - Users appreciate the **effortless invoicing process** in BQE CORE, benefiting from its simplicity and effective customer support. - Users find **time tracking easy and efficient** with BQE CORE, enhancing project management and invoicing capabilities. **Cons:** - Users experience **slow loading times** with BQE CORE, causing frustration especially during timecard submissions. - Users often experience **slow performance** with BQE CORE, particularly during timecard submissions and initial usage. - Users face a **learning difficulty** with BQE CORE, finding navigation and entry removal frustratingly complicated. - Users find the **complex usability** of BQE CORE challenging, especially with navigation and the training process. - Users find the **steep learning curve** challenging, causing initial navigation difficulties despite the software's reliability. #### What Are Recent G2 Reviews of BQE CORE? **"[Good Software](https://www.g2.com/survey_responses/bqe-core-review-11659639)"** **Rating:** 5.0/5.0 stars *— Camilo R.* [Read full review](https://www.g2.com/survey_responses/bqe-core-review-11659639) --- **"[BQE has all of the pieces we were missing!](https://www.g2.com/survey_responses/bqe-core-review-7306061)"** **Rating:** 4.0/5.0 stars *— Verified User in Civil Engineering* [Read full review](https://www.g2.com/survey_responses/bqe-core-review-7306061) --- #### What Are G2 Users Discussing About BQE CORE? - [What are the components in a core ERP system?](https://www.g2.com/discussions/what-are-the-components-in-a-core-erp-system) - [What are the 3 most common core ERP components?](https://www.g2.com/discussions/what-are-the-3-most-common-core-erp-components) - [What are two features of a ERP?](https://www.g2.com/discussions/what-are-two-features-of-a-erp) ### 25. [Total Synergy](https://www.g2.com/products/synergy-aec/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 27 **Product Description:** Founded in Australia in 1999, Total Synergy is an Australian-built project management platform created specifically for architecture and engineering (A&E) firms. What began as a simple idea to simplify project management for A&E firms, has grown into a globally trusted platform supporting A&E businesses across Australia, New Zealand, the UK and beyond. Total Synergy brings project delivery and business management into one connected system. Designed for the way architects and engineers actually work, our all-in-one platform includes: • Project management and job tracking • Resource planning and capacity management • Timesheets and time tracking • Stage-based and discipline-based invoicing • Budget tracking and cost management • Work in progress (WIP) visibility • Real-time reporting and dashboards • Revenue forecasting • Document management • Client and contact management (CRM) • Expense tracking • Accounting integrations (including Xero and MYOB) • Business intelligence and performance insights By connecting operational and financial data in real time, Total Synergy gives A&E leaders complete visibility across projects, people, and profitability. We help firms reduce manual processes, eliminate spreadsheets, improve cash flow, and make confident commercial decisions earlier. Trusted by hundreds of architecture and engineering practices worldwide, Total Synergy continues to evolve with one clear goal: to provide the clearest path to project profitability. Find out more: www.totalsynergy.com ### What Do G2 Reviewers Say About Total Synergy? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Total Synergy, enjoying its friendly interface and seamless functionality. - Users praise the **amazing customer support** of Total Synergy, which greatly enhances their experience and project management. - Users value the **user-friendly project management** features of Total Synergy, enhancing efficiency in budgeting and support. - Users value the **efficient project tracking** in Total Synergy, simplifying management tasks and boosting productivity. - Users value the **effective task tracking** in Total Synergy, which simplifies project management and reduces workload. **Cons:** - Users note **high billing issues** , particularly regarding the Enterprise version's cost, which may hinder future use. - Users find the **high cost** of Total Synergy's Enterprise version a potential barrier for continued use. - Users note the **high cost** of Total Synergy's Enterprise version may hinder long-term usage after the first year. - Users face **integration issues** with Total Synergy and Xero, impacting their overall experience and functionality. - Users experience a **lack of integration** between Total Synergy and Xero, limiting seamless data exchange. #### What Are Recent G2 Reviews of Total Synergy? **"[Quick, Easy Revenue Forecasting with Incredible Help Desk Support](https://www.g2.com/survey_responses/total-synergy-review-12611012)"** **Rating:** 4.0/5.0 stars *— Jennifer C.* [Read full review](https://www.g2.com/survey_responses/total-synergy-review-12611012) --- **"[Well-Designed for Breaking Down Complex, Technical Projects](https://www.g2.com/survey_responses/total-synergy-review-12866139)"** **Rating:** 4.0/5.0 stars *— Verified User in Consulting* [Read full review](https://www.g2.com/survey_responses/total-synergy-review-12866139) --- ## What Is Professional Services Automation Software? [ERP Software](https://www.g2.com/categories/erp) ## What Software Categories Are Similar to Professional Services Automation Software? - [Project Management Software](https://www.g2.com/categories/project-management) - [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) - [Resource Management Software](https://www.g2.com/categories/resource-management) --- ## How Do You Choose the Right Professional Services Automation Software? ### What You Should Know About Professional Services Automation Software ### Professional Services Automation software buying insights at a glance [Professional Services Automation (PSA) software](https://www.g2.com/categories/professional-services-automation) helps services organizations manage how work is delivered, staffed, and billed across projects and clients. As service models grow more complex, spanning multi-project portfolios, mixed billing structures, and tighter margin pressure, manual coordination across disconnected tools often leads to inefficiency and revenue leakage. A dedicated PSA platform centralizes delivery workflows, enforces consistency, and enables service execution at scale. Based on G2 reviews, PSA tools are most commonly adopted to reduce operational fragmentation, improve utilization visibility, and strengthen the link between delivery execution and financial outcomes. The category averages a 4.51/5 rating, with 91% of reviewers giving 4+ stars, reflecting strong buyer confidence as teams move beyond spreadsheets and point solutions. Core use cases include project and portfolio management, time and expense tracking, resource capacity planning, billing, and margin reporting. Reviewers consistently emphasize the need to strike a balance between flexibility and governance. High-performing teams value configurable project and resourcing models, alongside guardrails for time entry, billing rules, and approvals to protect margins. As a result, professional services automation software is increasingly treated not as a back-office admin tool, but as a system of record for forecasting, utilization planning, and executive reporting. ### Top 5 FAQs from software buyers: - What features should I look for in the best professional services automation software? - How does PSA software integrate with [ERP](https://www.g2.com/categories/erp-systems), [CRM](https://www.g2.com/categories/crm), and [accounting](https://www.g2.com/categories/accounting) systems? - What’s the typical ROI from implementing professional services automation tools? - What are the key differences between leading PSA platforms and ERP-based services modules? - How long does it typically take to implement a professional services automation system? G2’s top-rated Professional Services Automation software includes [Autotask](https://www.g2.com/products/autotask/reviews), [Syncro](https://www.g2.com/products/syncro/reviews), [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews), and [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews). ([Source 2](https://www.g2.com/reports)) ### What are the top-reviewed Professional Services Automation on G2? [Autotask](https://www.g2.com/products/autotask/reviews) - Number of Reviews: 360 - Satisfaction: 97 - Market Score: 97 - G2 score: 97 [Syncro](https://www.g2.com/products/syncro/reviews) - Number of Reviews: 195 - Satisfaction: 98 - Market Score: 72 - G2 score: 85 [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews) - Number of Reviews: 136 - Satisfaction: 67 - Market Score: 93 - G2 score: 80 [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - Number of Reviews: 199 - Satisfaction: 90 - Market Score: 66 - G2 score: 78 [Keka](https://www.g2.com/products/keka/reviews) - Number of Reviews: 194 - Satisfaction: 81 - Market Score: 72 - G2 score: 77 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Professional Services Automation #### Feedback Pros: What Users Consistently Appreciate - **Flexible, flat-fee IT management with easy scripting and broad integrations** - _“Scripting things like new computer setups and installing third party software is very easy. As a one man shop with a break-fix/MSP hybrid model I also appreciate one flat fee, and not having to pay per seat. This makes it easy to throw a Syncro agent on all of my non-managed clients for basic monitoring and alerting, as well as ease of remote support in the future. The number of integrations with commonly used tech products is also helpful.”_ _-_ [_Thomas K._](https://www.g2.com/products/syncro/reviews/syncro-review-12114039)_, Syncro Review_ - **Transformative, AI-powered operations with exceptional support** - _“__Rocketlane has revolutionised out operations and reporting and we use it on a daily basis. It's user-friendly, it allows my Team to do things we've never been able to do before. The AI chat bot is one of the best I've seen and the Support Team who's ready to jump in if AI can't help is outstanding. They're very quick to respond. Our relationship with our CSM and TAM is great too - overall, it's a pleasure to work with Rocketlane!”_ _-_ [_Maja B._](https://www.g2.com/products/rocketlane-corp/reviews/rocketlane-review-11697451)_, Rocketlane Review_ - **Centralized ticketing, projects, and billing with strong RMM integration** - _“__Autotask has become an essential part of our daily operations. By keeping all our tickets, projects, and billing centralized, it makes it much easier for our team to stay organized. The integration with Datto RMM functions smoothly, allowing us to connect technical work directly to the service desk. Although it takes a little time to get familiar with the layout, once you do, it proves to be a powerful system that significantly reduces administrative workload.”_ _-_ [_Phillip P._](https://www.g2.com/products/autotask/reviews/autotask-review-11859915)_, Autotask Review_ #### Cons: Where Many Platforms Fall Short - **Project and opportunity workflows feel rigid and complex to configure** - “_I find the project workflow in Autotask could use some updating to better align with our specific needs. Despite discussing this with Kaseya, it remains an area of concern. Additionally, my sales department is dissatisfied with how the opportunities feature functions, as it doesn't fully meet their needs. We are hoping for better guidance on its usage and improvements in managing and viewing opportunities across multiple resources. Moreover, the initial setup of Autotask was challenging due to its size and complexity, requiring a significant investment of time to establish a base configuration.”_ - [David D.](https://www.g2.com/products/autotask/reviews/autotask-review-11658513), Autotask Review - **Confusing permission setup and unreliable tools impact daily workflow** - _“__I find it quite challenging to configure different user permissions effectively. My boss has been trying to figure out my user account permissions for a long time, and yet I still cannot access certain aspects of the platform properly. This makes it quite annoying since some essential features remain out of reach, affecting my workflow. Furthermore, the backgrounding tools that I initially found useful have become increasingly unreliable over time. They don't consistently work, which is frustrating. Although I reached out to customer support to resolve these reliability issues, I did not have much success, which adds to the frustration.”_ _-_ [_Mahmood I._](https://www.g2.com/products/syncro/reviews/syncro-review-11778419)_, Syncro Review_ - **Powerful platform with usability, customization, and support limitations** - _“__My main dislike about SAP S/4HANA Cloud is that even though the system is powerful, the ease of use could still be improved. Some Fiori apps feel unintuitive at first and require extra training. Implementation also takes longer than expected because many processes need to fit into the standard, so customization options are limited. Customer support is helpful but sometimes slow to respond for complex issues. I use the system frequently, and while it offers a wide range of features, a few important ones still feel incomplete or require additional add-ons. Integration with other systems works well overall, but it can become complicated when dealing with non-SAP tools. So the platform is strong, but these areas still have room for improvement.”_ _-_ [_Harsh J._](https://www.g2.com/products/sap-s-4hana-cloud/reviews/sap-s-4hana-cloud-review-12011707)_,_ _SAP S/4HANA Cloud Review_ ### My Expert Takeaway on Professional Services Automation Software Across G2 reviews, professional services automation (PSA) delivers the most value when organizations treat it as an operating discipline rather than a set of loosely connected modules. High-performing teams establish clear ownership over resource planning, time capture, and billing rules early in the rollout, which reduces downstream friction and improves adoption across delivery, finance, and leadership. This pattern is reflected in the dataset, where day-to-day usability and vendor experience score strongly, while setup and administration tend to lag slightly. Teams that achieve the best outcomes with PSA strike a balance between flexibility and governance. While advanced configuration and automation are powerful, ease of use remains a key differentiator for sustained adoption. In IT services and marketing agencies in particular, successful implementations standardize core templates, projects, roles, and rate cards before expanding into custom fields and advanced workflows. When PSA is tightly integrated across delivery, resourcing, and billing, it reduces handoffs and manual rework, becoming the system of record for utilization, margin, and forecasting. For buyers evaluating the best professional services automation software, the core challenge is scaling delivery complexity without slowing teams down. The most effective PSA platforms support disciplined configuration upfront, then enable controlled expansion into deeper analytics, reporting, and integrations as organizational maturity grows. This approach improves trust in the data, minimizes administrative bottlenecks, and drives long-term adoption across services, finance, and executive stakeholders. ### Professional Services Automation Software FAQs #### What is professional services automation software? Professional services automation (PSA) software helps service organizations run their delivery end-to-end, manage projects, schedule resources, capture time/expense, bill, and report on profitability. Instead of stitching spreadsheets and point tools together, PSA centralizes delivery data, allowing teams to forecast utilization, reduce revenue leakage, and standardize client reporting. It’s most common in consultancies, agencies, and IT services firms. #### What are examples of PSA tools? Examples of PSA tools include platforms built for project delivery operations: project + portfolio management, resource capacity planning, timesheets/expenses, invoicing, and margin reporting in one system. Some are services-first suites; others extend from ERP, CRM, or project management ecosystems. In practice, “best fit” depends on whether you need deep financials, lightweight delivery tracking, or strong integrations. #### What is the best PSA software? The best PSA software depends on how your services organization operates, staffing model, billing complexity, and margin tracking needs. On G2, tools like [Kantata (formerly Mavenlink)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews), [Certinia (FinancialForce PSA)](https://www.g2.com/products/certinia-financial-management-cloud/reviews), and [BigTime](https://www.g2.com/products/bigtime/reviews) are consistently rated highly for time tracking, resource forecasting, and billing accuracy. Buyers should compare satisfaction and Market Presence on G2, then validate fit through a real-world workflow pilot. #### What is the difference between ERP and PSA? ERP is primarily a finance-and-operations backbone (general ledger, procurement, inventory, company-wide financial controls). PSA is delivery-centric: planning and tracking services work (projects, staffing, timesheets, and client billing) often feeding clean operational data into the finance system. Some ERPs include PSA modules, but many teams adopt dedicated PSA when they need stronger utilization forecasting, delivery reporting, and services-specific workflows. #### What is a professional services automation system? A professional services automation system is the operational hub that standardizes how services are planned, delivered, and billed. It typically includes project templates, role-based staffing and utilization planning, timesheets/expenses, approvals, invoicing rules, and dashboards for revenue and margin. The goal is consistent delivery governance, allowing leadership to forecast capacity and profitability while teams spend less time on administration. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on: January 9, 2026**