# Best Professional Services Automation Software *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:** 128 ### Category Stats (May 2026) - **Average Rating**: 4.29/5 (↑0.01 vs Apr 2026) - **New Reviews This Quarter**: 368 - **Buyer Segments**: Small-Business 51% │ Mid-Market 42% │ Enterprise 7% - **Top Trending Product**: Project Insight (+0.517) *Last updated: May 31, 2026* ## How Does G2 Rank Professional Services Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 24,100+ Authentic Reviews - 128+ 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 (580 reviews) | PSA for managed service providers | "[Streamlined Project Management with Some UI Hurdles](https://www.g2.com/survey_responses/autotask-review-12838181)" | | 2 | [BigTime](https://www.g2.com/products/bigtime/reviews) | 4.5/5.0 (1,654 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 (662 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 (931 reviews) | Cloud ERP with real-time financial visibility | "[Unified SAP Fiori Launchpad Makes Workflows Fast and Frictionless](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12865064)" | | 6 | [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) | 4.7/5.0 (827 reviews) | Customer onboarding with shared client portals | "[A Practical Way to Manage Project Delivery](https://www.g2.com/survey_responses/rocketlane-review-12891487)" | | 7 | [Keka](https://www.g2.com/products/keka/reviews) | 4.5/5.0 (1,852 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 | [CMap](https://www.g2.com/products/cmap/reviews) | 4.4/5.0 (206 reviews) | — | "[Game-Changing Project Planning, Resourcing, and Pricing with CMap](https://www.g2.com/survey_responses/cmap-review-12835335)" | | 9 | [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)" | | 10 | [Wrike](https://www.g2.com/products/wrike/reviews) | 4.2/5.0 (4,451 reviews) | Project management with rich sub-task structure | "[Reliable Tool for Project Workflow Management](https://www.g2.com/survey_responses/wrike-review-12818676)" | ## 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** ### Wrike Wrike is a comprehensive work management platform designed to help teams and organizations streamline their collaboration, project planning, and task execution. By centralizing all work-related activities in one accessible location, Wrike aims to simplify complex workflows, enhance productivity, and empower users to focus on their most impactful tasks. This platform caters to a diverse range of industries and team sizes, making it a versatile solution for any organization looking to improve its operational efficiency. The target audience for Wrike includes project managers, team leaders, and organizations of all sizes seeking to optimize their workflows. Whether in marketing, IT, or product development, teams can leverage Wrike's features to manage projects more effectively. Specific use cases encompass tracking project progress, assigning tasks, setting deadlines, and facilitating communication among team members. By providing a unified space for collaboration, Wrike helps eliminate silos and fosters a culture of transparency and accountability, which is crucial for successful project execution. Key features of Wrike include customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Users can create tailored workflows that align with their specific processes, ensuring that the platform adapts to their unique needs. The ability to visualize project timelines through Gantt charts and Kanban boards allows teams to monitor progress at a glance, making it easier to identify bottlenecks and adjust plans accordingly. Furthermore, Wrike's integration with popular tools such as Slack, Google Drive, and Microsoft Teams enhances its functionality, allowing users to work seamlessly across different applications and improving overall efficiency. The benefits of using Wrike extend beyond mere task management. By centralizing communication and documentation, teams can reduce the time spent on administrative tasks and focus on delivering results. The platform's scalability means that it can grow alongside an organization, accommodating increasing workloads and team expansions without compromising performance. With over 20,000 customers, including well-known brands like Estée Lauder and Siemens, Wrike has established itself as a reliable partner for organizations aiming to thrive in a competitive landscape, ensuring that teams can work smarter and achieve their goals more effectively. [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=1382&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%2Fsmall-business&secure%5Btoken%5D=817c4687eb68f1db4a063ff96918a67ff930b6f9640d9a856e976b46b14cdc93&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Ffeatures%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. [Autotask](https://www.g2.com/products/autotask/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 580 **Why buyers love it?:** My analysis of Autotask's G2 reviews reveals a deep, feature-rich PSA tailored for IT service providers. Users highlight centralized service desk operations and robust RMM integrations. While some note an aging interface, it remains a strong fit for established MSPs. ### What Do G2 Reviewers Say About Autotask? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Autotask, enhancing efficiency in managing service delivery and support. - Users benefit from the **seamless integration** of Autotask, ensuring smooth ticket flow and efficient workflow management. - Users value the **efficient ticket management** in Autotask, thanks to its smart summaries and user-friendly interface. - Users appreciate the **automation features** of Autotask, streamlining tasks and enhancing operational efficiency. - Users enjoy the **easy integrations** of Autotask, seamlessly connecting with tools like Datto RMM for enhanced management. **Cons:** - Users find the **complex usability** of Autotask overwhelming, particularly with its myriad features and dated interface. - Users find the **steep learning curve** challenging, requiring extensive time and effort to set up effectively. - Users find Autotask lacking in **missing features** , particularly in advanced project management and automation capabilities. - Users find the **limited functionality** of Autotask restrictive, impacting their workflow and overall satisfaction with the product. - Users find Autotask to be **not user-friendly** , with clunky interfaces and steep learning curves affecting usability. #### Key Features - Automate Ticket Routing - Mobile - Access Management - Customer Profiles - Project Planning #### What Are Recent G2 Reviews of Autotask? **"[Streamlined Project Management with Some UI Hurdles](https://www.g2.com/survey_responses/autotask-review-12838181)"** **Rating:** 4.0/5.0 stars *— Robyn L.* [Read full review](https://www.g2.com/survey_responses/autotask-review-12838181) --- **"[Autotask: A Reliable, Centralized Hub with Strong Ticket Workflow Customization](https://www.g2.com/survey_responses/autotask-review-12875667)"** **Rating:** 4.0/5.0 stars *— Darren .* [Read full review](https://www.g2.com/survey_responses/autotask-review-12875667) --- #### What Are G2 Users Discussing About Autotask? - [What is Autotask Professional Services Automation (PSA) used for?](https://www.g2.com/discussions/autotask-professional-services-automation-psa-what-is-autotask-professional-services-automation-psa-used-for) - 1 upvote - [What is Autotask Professional Services Automation (PSA) used for?](https://www.g2.com/discussions/what-is-autotask-professional-services-automation-psa-used-for) - 2 comments, 1 upvote ### 2. [BigTime](https://www.g2.com/products/bigtime/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,654 **Why buyers love it?:** Diving into BigTime's G2 feedback, I noticed a strong emphasis on seamlessly converting consulting hours into invoices. Reviewers appreciate the calendar-style timesheets and billable tracking. It's an ideal match for consulting firms needing clean invoicing. ### What Do G2 Reviewers Say About BigTime? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of BigTime, finding it simple and effective for time tracking and reporting. - Users find BigTime's **time tracking** feature easy to use and effective for managing workloads and project resources. - Users appreciate the **user-friendly interface** of BigTime, making time tracking and project management effortless and efficient. - Users appreciate the **tracking ease** of BigTime, finding the timer feature and interface user-friendly and efficient. - Users appreciate the **intuitive interface** of BigTime, finding it easy to navigate and manage their hours efficiently. **Cons:** - Users experience **missing features** in BigTime, such as unclear reports and insufficient documentation for effective usage. - Users face challenges with **manual entry** , requiring frequent adjustments and hindering workflow efficiency in BigTime. - Users find **implementation time-consuming** , especially in resource management and customizing dashboards for their specific needs. - Users struggle with a **steep learning curve** due to unclear documentation, navigation issues, and inconsistent information. - Users experience occasional **software bugs** that can disrupt workflows, such as timeouts and filtering issues. #### Key Features - Ease of Creating Expense Reports - Tracking Time to Project/Task - Invoice Creation and Delivery - Receipt Capture - Time Tracking #### What Are Recent G2 Reviews of BigTime? **"[Reliable and structured tool for time tracking and reporting](https://www.g2.com/survey_responses/bigtime-review-12647447)"** **Rating:** 5.0/5.0 stars *— Bidyut Jyoti S.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-12647447) --- **"[Strong operational tool for invoicing, tracking, and analytics](https://www.g2.com/survey_responses/bigtime-review-12657814)"** **Rating:** 4.5/5.0 stars *— Brian G.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-12657814) --- #### What Are G2 Users Discussing About BigTime? - [How do I track billable hours accurately using BigTime for client projects?](https://www.g2.com/discussions/how-do-i-track-billable-hours-accurately-using-bigtime-for-client-projects) - [What is BigTime used for?](https://www.g2.com/discussions/what-is-bigtime-used-for) - 1 comment, 1 upvote ### 3. [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 662 **Why buyers love it?:** From the G2 data I analyzed for Deltek Vantagepoint, I found it to be a solid system of record for project accounting in architecture and engineering. Users value the exportable dashboards and live project data. Despite a learning curve, it fits well within built-environment industries. ### What Do G2 Reviewers Say About Deltek Vantagepoint? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Deltek Vantagepoint, facilitating efficient navigation and project management. - Users praise Deltek Vantagepoint for its **exceptional project tracking** , enhancing efficiency in managing timelines and resources. - Users appreciate the **new cloud-based features** and dashboard capabilities in Deltek Vantagepoint, enhancing productivity across roles. - Users value the **reporting efficiency** of Deltek Vantagepoint, enhancing collaboration and informed decision-making across teams. - Users value the **customizability** of Deltek Vantagepoint, enhancing their workflow for efficient project accounting and management. **Cons:** - Users find the **reporting capabilities lacking** in Deltek Vantagepoint, hindering effective data analysis and decision-making. - Users find **missing features** in Deltek Vantagepoint, particularly in resource management and reporting functionalities. - Users find Deltek Vantagepoint to have **complex usability** , with challenges in navigation and data export processes. - Users find the **learning curve steep** for Deltek Vantagepoint, especially impacting new users' experience and usability. - Users find the **complexity** of Deltek Vantagepoint overwhelming, hindering customization and overall user experience significantly. #### Key Features - AP Automation - Workflow - Time & Attendance - Purchase Orders - Costs #### What Are Recent G2 Reviews of Deltek Vantagepoint? **"[Powerful solution that takes time to setup, train and manage](https://www.g2.com/survey_responses/deltek-vantagepoint-review-5002365)"** **Rating:** 4.0/5.0 stars *— Kevin N.* [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-5002365) --- **"[User Friendly Project Management](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815)"** **Rating:** 4.5/5.0 stars *— Jeanette N.* [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815) --- #### What Are G2 Users Discussing About Deltek Vantagepoint? - [What is Deltek Vantagepoint used for?](https://www.g2.com/discussions/what-is-deltek-vantagepoint-used-for) - [What is Deltek CRM?](https://www.g2.com/discussions/what-is-deltek-crm) - 1 comment - [What is Deltek Vision software?](https://www.g2.com/discussions/what-is-deltek-vision-software) - 1 upvote ### 4. [Syncro](https://www.g2.com/products/syncro/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 500 **Why buyers love it?:** Syncro stands out in my evaluation of its G2 reviews for its user-friendly interface and proactive monitoring capabilities. The platform allows MSPs to manage multiple devices efficiently without per-device charges. It is well-suited for IT providers seeking unified endpoint management. ### What Do G2 Reviewers Say About Syncro? *AI-generated summary from verified user reviews* **Pros:** - Users find Syncro's **ease of use** enhances client communication and supports efficient troubleshooting and ticket management. - Users value the **intuitive management tools** in Syncro, boosting productivity with streamlined processes and comprehensive support. - Users commend Syncro for its **easy setup** , allowing first-time users to navigate the configuration effortlessly. - Users love the **seamless integrations** of Syncro, enhancing workflow and simplifying management tasks effectively. - Users appreciate the **automation capabilities** of Syncro, enhancing workflow efficiency and simplifying management tasks. **Cons:** - Users desire **missing features** like Linux Mint support and real-time messaging for enhanced functionality in Syncro. - Users note that Syncro needs **improvement in interface design and responsiveness** , impacting usability and efficiency. - Users find **feature limitations** in Syncro frustrating, particularly with UI, reporting, and email invoicing restrictions. - Users report **feature issues** with Syncro, including limitations in API, automation, and dashboard customization. - Users find that **automation and API capabilities** in Syncro need significant improvement for better functionality and integration. #### Key Features - Integrations - Performance and Reliability - Remote Monitoring - Remote Access - Remote Printing #### What Are Recent G2 Reviews of Syncro? **"[User-Friendly App that is great for a team in a business](https://www.g2.com/survey_responses/syncro-review-12059675)"** **Rating:** 4.0/5.0 stars *— Michael C.* [Read full review](https://www.g2.com/survey_responses/syncro-review-12059675) --- **"[User-Friendly and Efficient for Daily IT Support](https://www.g2.com/survey_responses/syncro-review-10823178)"** **Rating:** 5.0/5.0 stars *— steve t.* [Read full review](https://www.g2.com/survey_responses/syncro-review-10823178) --- #### What Are G2 Users Discussing About Syncro? - [What is Syncro used for?](https://www.g2.com/discussions/what-is-syncro-used-for) - [What is atera RMM?](https://www.g2.com/discussions/syncro-what-is-atera-rmm) - 1 comment - [What is Synchro 4d?](https://www.g2.com/discussions/what-is-synchro-4d) ### 5. [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 931 **Why buyers love it?:** Looking through the G2 feedback for SAP Cloud ERP, the platform's ability to streamline accounts and team management is evident. The real-time dashboard provides instant visibility into profits. It is a great fit for growing organizations needing a unified cloud backbone. ### What Do G2 Reviewers Say About SAP Cloud ERP (SAP S/4HANA Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users find SAP Cloud ERP **easy to use** , especially appreciating its straightforward interface and seamless integration with other tools. - Users value the **cloud-based architecture** of SAP S/4HANA Cloud, enhancing operational efficiency and integration with minimal downtime. - Users appreciate the **predefined industry-specific functionalities** of SAP Cloud ERP, streamlining finance and improving operational efficiency. - Users value the **efficiency** of SAP S/4HANA Cloud, experiencing real-time data processing that saves time and enhances accuracy. - Users appreciate the **real-time data** capabilities of SAP S/4HANA Cloud, enhancing decision-making and operational efficiency. **Cons:** - Users find the **complexity of implementation** in SAP Cloud ERP makes it costly and challenging to adapt. - Users face a **steep learning curve** with SAP Cloud ERP, finding the interface complex and overwhelming for newcomers. - Users face a **steep learning curve** with SAP Cloud ERP, making onboarding challenging for both new and experienced users. - Users often face a **complex setup** process requiring extensive consulting support, making initial implementation challenging. - Users find the **limited customization** of SAP S/4HANA Cloud restricts necessary adaptations for specific industry requirements. #### Key Features - Breadth of Partner Applications - AP Automation - Product Master - AR Automation - Shipping #### What Are Recent G2 Reviews of SAP Cloud ERP (SAP S/4HANA Cloud)? **"[Unified SAP Fiori Launchpad Makes Workflows Fast and Frictionless](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12865064)"** **Rating:** 4.5/5.0 stars *— Akansha C.* [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12865064) --- **"[SAP S/4HANA Cloud: Instant Processing, Centralized Data, and Seamless Integration](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12772371)"** **Rating:** 5.0/5.0 stars *— Yonis A.* [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12772371) --- #### What Are G2 Users Discussing About SAP Cloud ERP (SAP S/4HANA Cloud)? - [What is SAP S/4HANA Cloud used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-cloud-used-for) - 2 comments, 3 upvotes - [What is SAP S/4HANA Asset Management for resource scheduling used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-asset-management-for-resource-scheduling-used-for) - 2 comments - [What is SAP S/4HANA for receivables management used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-for-receivables-management-used-for) - 1 comment ### 6. [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 827 **Why buyers love it?:** Rocketlane excels at bridging the gap between project managers and customers, according to G2 reviews, Iooked at. Shared client portals and Salesforce-driven project creation significantly shorten onboarding. It is purpose-built for SaaS implementation teams. ### What Do G2 Reviewers Say About Rocketlane? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **intuitive ease of use** of Rocketlane, simplifying project management and team collaboration significantly. - Users appreciate the **intuitive user experience** of Rocketlane, making project management easy and efficient even with new features. - Users value the **visibility and organization** Rocketlane offers, enabling effective management of multiple projects and tasks. - Users value the **streamlined project tracking** of Rocketlane, enhancing organization and collaboration with clients and teams. - Users love the **ease of task tracking** in Rocketlane, appreciating its user-friendly dashboard and customizable features. **Cons:** - Users note the **missing features** in Rocketlane, highlighting the need for better reporting and activity tracking tools. - Users experience **slow performance** with occasional lags and latency issues, especially when managing multiple projects. - Users find the interface **not intuitive** , facing challenges with complex filters and lacking essential audit tracking features. - Users often face **slow loading times** with Rocketlane, which can disrupt workflow and hinder productivity on projects. - Users struggle with **difficult navigation** , particularly due to poor search capabilities and inconvenient dashboard access. #### Key Features - Creation & Assignment - Planning - Resource Definiton - Dashboards - Planning #### What Are Recent G2 Reviews of Rocketlane? **"[The definitive "Nerve Center" for our project delivery and resource orchestration](https://www.g2.com/survey_responses/rocketlane-review-12802223)"** **Rating:** 5.0/5.0 stars *— Pablo C.* [Read full review](https://www.g2.com/survey_responses/rocketlane-review-12802223) --- **"[A Practical Way to Manage Project Delivery](https://www.g2.com/survey_responses/rocketlane-review-12891487)"** **Rating:** 4.5/5.0 stars *— VINAY P.* [Read full review](https://www.g2.com/survey_responses/rocketlane-review-12891487) --- #### What Are G2 Users Discussing About Rocketlane? - [What is Rocketlane used for?](https://www.g2.com/discussions/what-is-rocketlane-used-for) ### 7. [Keka](https://www.g2.com/products/keka/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,852 **Why buyers love it?:** Based on the G2 data I analyzed, Keka impressed me with its seamless consolidation of HR, payroll, and project tracking for services-led businesses. Users praise the clean interface and intuitive navigation. It serves as a strong integrated HRIS and PSA solution for growing firms in India. ### What Do G2 Reviewers Say About Keka? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Keka, finding it intuitive and easy to navigate for all. - Users commend Keka for its **excellent customer support** , particularly appreciating their responsiveness and helpful training sessions. - Users love Keka's **clean and intuitive user interface** , making navigation and HR processes seamless for everyone. - Users appreciate Keka's **intuitive interface** , noting its ease of use for both HR and employees alike. - Users value Keka for its **smooth payroll processing** and accuracy in compliance management, enhancing overall efficiency. **Cons:** - Users find **limited customization** options in Keka, hindering the software's adaptability to their specific needs. - Users express dissatisfaction with **poor customer support** , highlighting slow responses and inadequate handling of issues. - Users find **limited features** in Keka, particularly in automation and performance management, affecting usability and experience. - Users experience significant frustration with **slow loading** , impacting their overall satisfaction with Keka's performance. - Users find the **missing features** in Keka's performance review and mobile app limit usability and flexibility. #### Key Features - Expense Management - Performance - User, Role, and Access Management - Web Portal - Automatic Tax Payment #### What Are Recent G2 Reviews of Keka? **"[Super Easy Payroll and HR Self-Service in One Clean Platform](https://www.g2.com/survey_responses/keka-review-12871265)"** **Rating:** 5.0/5.0 stars *— Ratan J.* [Read full review](https://www.g2.com/survey_responses/keka-review-12871265) --- **"[Intuitive, All-in-One HR Platform for Attendance, Leaves, Payroll, and Expenses](https://www.g2.com/survey_responses/keka-review-12850790)"** **Rating:** 5.0/5.0 stars *— Prasanth N.* [Read full review](https://www.g2.com/survey_responses/keka-review-12850790) --- #### What Are G2 Users Discussing About Keka? - [Which software is best for payroll?](https://www.g2.com/discussions/keka-hr-which-software-is-best-for-payroll) - 6 comments, 3 upvotes - [Is KEKA a good company?](https://www.g2.com/discussions/is-keka-a-good-company) - 5 comments, 6 upvotes - [What is HR and payroll software?](https://www.g2.com/discussions/what-is-hr-and-payroll-software) - 3 comments, 4 upvotes ### 8. [CMap](https://www.g2.com/products/cmap/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 206 **Product Description:** CMap is a PSA software that helps professional services firms, from consultancies to architecture & engineering practices, manage their people, projects, profits and more - all in one place. We help project-based businesses to move on from spreadsheets and retire homegrown, ad-hoc tools to give them complete visibility, clarity, and control over their firm. Whether it’s winning new business, delivering projects, resourcing, billing, or reporting, it can all be done in one easy-to-use platform. CMap is trusted by over 700 service firms around the globe, from executives, operations leaders, finance teams, and project managers, down to individual consultants and architects. We offer four distinct, sector-specific products: CMap Consulting Edition, CMap AEC edition, CMap PIM & CMap Mail. CMap goes far beyond traditional project management or CRM systems. It’s a modular, fully integrated, cloud-based platform designed to support your entire business lifecycle from the first client conversation to the final invoice. Our core features include: - CRM - Win more of the right work. Track opportunities, manage pipelines, and forecast revenue with accuracy. No more fragmented data or endless email chains. - Project Management - Deliver on time and on budget. Plan projects, allocate resources, and monitor progress with live budget-vs-actual insights and milestone tracking. - Resourcing & Capacity Planning - Match the right people to the right projects. Balance workloads, identify bottlenecks early, and make data-driven decisions about hiring and utilization. - Time & Expenses - Give your teams a simple, intuitive way to log time and expenses from any device. Improve compliance and capture billable time effortlessly. - Billing & Financials - Keep cash flowing and admin low. Automate invoicing, track WIP, manage revenue recognition, and connect seamlessly to your accounting software. - Reporting & Business Intelligence - See the full picture. Real-time dashboards and customizable reports turn data into insight, helping you make faster, more confident decisions. CMap helps professional services firms streamline operations, escape
Excel hell, & get back to doing what they do best. ### What Do G2 Reviewers Say About CMap? *AI-generated summary from verified user reviews* **Pros:** - Users find CMap to be **very user-friendly** , enhancing their efficiency with its intuitive interface and easy navigation. - Users value the **ease of use and clarity** of CMap for managing multiple projects efficiently. - Users praise the **exceptional customer support** of CMap, noting helpfulness and responsiveness during their experience. - Users love the **intuitive design** of CMap, finding it easy to navigate and enhance their workflow efficiency. - Users appreciate the **user-friendly integration** of CMap, enhancing productivity and streamlining operations effectively. **Cons:** - Users find the **limited features** of CMap restrict their ability to fully customize and utilize the platform. - Users often face **integration issues** with CMap, particularly in reporting and functionality between different systems. - Users find the **limited functionality** of CMap, especially in reporting, frustrating and not user-friendly. - Users find the **report builder complex** and not user-friendly, making data visualization a challenging task. - Users highlight **limitations in reporting and design consistency** , hindering their ability to generate comprehensive insights. #### What Are Recent G2 Reviews of CMap? **"[Game-Changing Project Planning, Resourcing, and Pricing with CMap](https://www.g2.com/survey_responses/cmap-review-12835335)"** **Rating:** 5.0/5.0 stars *— Gillian A.* [Read full review](https://www.g2.com/survey_responses/cmap-review-12835335) --- **"[CMAP: A Project Manager's sidekick](https://www.g2.com/survey_responses/cmap-review-12886982)"** **Rating:** 5.0/5.0 stars *— Nicholas D.* [Read full review](https://www.g2.com/survey_responses/cmap-review-12886982) --- #### What Are G2 Users Discussing About CMap? - [What is CMap used for?](https://www.g2.com/discussions/what-is-cmap-used-for) ### 9. [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 1,451 **Why buyers love it?:** A recurring theme in my assessment of Kantata's G2 reviews is the immense value of unifying project execution and Salesforce data. The easy-to-navigate UI keeps it embedded in daily workflows. It is perfect for services teams already standardized on the Salesforce ecosystem. ### What Do G2 Reviewers Say About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? *AI-generated summary from verified user reviews* **Pros:** - Users love the **integration of project management, resource planning, and finances** in Kantata, simplifying tracking and oversight. - Users appreciate the **real-time project tracking** capabilities of Kantata, enhancing efficiency and actionable insights. - Users value the **ease of use** of Kantata, with streamlined workflows and integrated task tracking improving efficiency significantly. - Users value the **reporting efficiency** of Kantata, benefiting from powerful, customizable reports and real-time data capabilities. - Users value the **custom report generation** in Kantata, enhancing project management and decision-making capabilities. **Cons:** - Users find Kantata's **complex usability** frustrating, with a challenging dashboard and manual tasks that hinder productivity. - Users face a **steep learning curve** with Kantata's UI and advanced reporting features, requiring extensive training and time investment. - Users find the interface **not intuitive** , requiring extensive training to navigate and optimize functionalities effectively. - Users express frustration with the **rigid task management** and manual processes, which can complicate project tracking and efficiency. - Users experience a **lack of customization** in Kantata, making tailored reporting and adjustments challenging and time-consuming. #### Key Features - Task Prioritization - Planning - Resource Definiton - Resource Definiton - Forecasting #### What Are Recent G2 Reviews of Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? **"[Kantata Tailored to Our Consulting Workflow—Better Forecasting with Less Effort](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-12343700)"** **Rating:** 4.5/5.0 stars *— Jason B.* [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-12343700) --- **"[Robust PSA Tool, But Resource Intensive](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-8237586)"** **Rating:** 4.5/5.0 stars *— Erika S.* [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-8237586) --- #### What Are G2 Users Discussing About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? - [How do I effectively manage project budgets using Kantata Professional Services Cloud?](https://www.g2.com/discussions/how-do-i-effectively-manage-project-budgets-using-kantata-professional-services-cloud) - [What is Kantata Cloud for Professional Services (formerly Mavenlink + Kimble) used for?](https://www.g2.com/discussions/what-is-kantata-cloud-for-professional-services-formerly-mavenlink-kimble-used-for) - [What does Mavenlink do?](https://www.g2.com/discussions/what-does-mavenlink-do) - 1 comment ### 10. [Wrike](https://www.g2.com/products/wrike/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 4,451 **Why buyers love it?:** Wrike's strength lies in its rich sub-task structure and labeling for complex developer projects, based on the G2 data I examined. The visual hierarchy simplifies assigning tasks across teams. It is a solid choice for groups requiring flexible collaboration features. ### What Do G2 Reviewers Say About Wrike? *AI-generated summary from verified user reviews* **Pros:** - Users value the **streamlined project tracking** of Wrike, enhancing collaboration and productivity across large teams. - Users find Wrike's **team collaboration tools** essential for efficient project tracking and seamless teamwork in large groups. - Users highlight the **efficient task management** in Wrike, empowering teams to collaborate seamlessly and enhance productivity. - Users appreciate the **centralized organization** of Wrike, enhancing productivity and streamlining project management effortlessly. - Users find Wrike's interface to be **intuitive and user-friendly** , allowing efficient project management with minimal training required. **Cons:** - Users find the **learning curve steep** , making it challenging for new team members to adapt to Wrike. - Users find Wrike to be **not intuitive** , struggling to grasp its complexity and navigate its user interface effectively. - Users find **missing features** in Wrike frustrating, especially for sprint planning and repetitive task management. - Users find **limited features** in Wrike compared to other platforms, impacting usability and task management capabilities. - Users find task management in Wrike **overwhelming and cluttered** , making navigation challenging, especially with multiple deliverables. #### Key Features - Permissions - Task Prioritization - Calendar View - Scheduling - Baselining / KPIs #### What Are Recent G2 Reviews of Wrike? **"[Reliable Tool for Project Workflow Management](https://www.g2.com/survey_responses/wrike-review-12818676)"** **Rating:** 4.5/5.0 stars *— Daud B.* [Read full review](https://www.g2.com/survey_responses/wrike-review-12818676) --- **"[Managing design work smoothly while keeping projects on track](https://www.g2.com/survey_responses/wrike-review-12736078)"** **Rating:** 5.0/5.0 stars *— Ivy M.* [Read full review](https://www.g2.com/survey_responses/wrike-review-12736078) --- #### What Are G2 Users Discussing About Wrike? - [How is Wrike facilitating project management and team collaboration in fast-paced business environments?](https://www.g2.com/discussions/how-is-wrike-facilitating-project-management-and-team-collaboration-in-fast-paced-business-environments) - 1 comment - [How is Wrike being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-wrike-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [What is Wrike used for?](https://www.g2.com/discussions/wrike-what-is-wrike-used-for) - 3 comments ### 11. [Scoro](https://www.g2.com/products/scoro/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 479 **Why buyers love it?:** Scoro's robust reporting and centralized operations consistently surfaced during my analysis of its G2 reviews. Users appreciate the enhanced automation and growing integrations. It is tailored for consultancies and agencies wanting projects and finances on a single platform. ### What Do G2 Reviewers Say About Scoro? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Scoro, appreciating its streamlined interface for diverse business needs. - Users value the **streamlined project management** capabilities of Scoro, enhancing efficiency and collaboration across teams. - Users find **project tracking seamless** with Scoro, appreciating its integration of management, finance, and reporting tools. - Users find the **time tracking feature** in Scoro essential for efficient task management and project coordination. - Users appreciate the **integrated task management** of Scoro, providing clear visibility and streamlined operations for their teams. **Cons:** - Users find the **learning curve steep** and initial setup complex, hindering smooth onboarding and task efficiency. - Users find Scoro's interface **not intuitive** , often requiring assistance to navigate its functionalities effectively. - Users note the **missing features** in the mobile version, impacting functionality and integration options for Scoro. - Users struggle with the **steep learning curve** of Scoro, requiring time and training to navigate effectively. - Users find Scoro's **complexity** requires extensive training, which can hinder new users' overall experience and adaptation. #### Key Features - Performance and Reliability - Partner Relationship Mgmt. (PRM) - Creation & Assignment - GANTT - Capacity #### What Are Recent G2 Reviews of Scoro? **"[All-in-One Solution That Enhances Agency Efficiency](https://www.g2.com/survey_responses/scoro-review-12668796)"** **Rating:** 4.5/5.0 stars *— Heather E.* [Read full review](https://www.g2.com/survey_responses/scoro-review-12668796) --- **"[Scoro for the win!](https://www.g2.com/survey_responses/scoro-review-9631281)"** **Rating:** 4.5/5.0 stars *— Cheryl H.* [Read full review](https://www.g2.com/survey_responses/scoro-review-9631281) --- #### What Are G2 Users Discussing About Scoro? - [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for) - [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide) - [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project) ### 12. [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 683 **Product Description:** Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports. ### What Do G2 Reviewers Say About Certinia PS Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **deep integration with Salesforce** , enhancing collaboration and providing real-time insights for project management. - Users enjoy the **ease of use** of Certinia PS Cloud, benefiting from seamless Salesforce integration and streamlined workflows. - Users praise the **deep Salesforce integration** of Certinia PS Cloud, enhancing project visibility and efficiency across teams. - Users appreciate the **seamless Salesforce integration** of Certinia PS Cloud, enhancing visibility and efficiency across projects and finances. - Users value the **end-to-end project management** features of Certinia PS Cloud, enhancing collaboration and billing efficiency. **Cons:** - Users find the **user interface cumbersome** , suggesting improvements for better navigation and modern feel in Certinia PS Cloud. - Users find the **learning curve challenging** , especially for newcomers who may feel overwhelmed by the interface. - Users express concerns about **insufficient information** , citing challenges with documentation and ambiguous error messages hindering troubleshooting. - Users face **slow performance** issues, especially with large data sets and complex reports, affecting overall usability. - Users face challenges due to the **complex usability** of Certinia PS Cloud, hindering efficient navigation and setup. #### What Are Recent G2 Reviews of Certinia PS Cloud? **"[Clear Project Visibility with Powerful Dashboards and Reporting](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12668301)"** **Rating:** 5.0/5.0 stars *— Thomas B.* [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12668301) --- **"[Seamless Salesforce Integration Elevates Project Management](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12104462)"** **Rating:** 5.0/5.0 stars *— Pablo R.* [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12104462) --- #### What Are G2 Users Discussing About Certinia PS Cloud? - [What is FinancialForce PSA used for?](https://www.g2.com/discussions/what-is-financialforce-psa-used-for) - 1 comment - [How much does financial force cost?](https://www.g2.com/discussions/financialforce-psa-how-much-does-financial-force-cost) - [What is PSA in software engineering?](https://www.g2.com/discussions/what-is-psa-in-software-engineering) - 1 comment ### 13. [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 1,176 **Product Description:** Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability, all in one platform. Headquartered in Cork, Ireland and founded by a team who have run an agency before, Teamwork.com has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com. ### What Do G2 Reviewers Say About Teamwork.com? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **effective project management tools** of Teamwork.com, enhancing task visibility and productivity tracking. - Users value the **effective task management** features in Teamwork.com, enabling clear progress tracking and enhanced productivity. - Users value the **effective team collaboration** in Teamwork.com, enhancing focus and improving project management effortlessly. - Users appreciate the **comprehensive task tracking** in Teamwork.com, enhancing project visibility and resource efficiency. - Users appreciate the **ease of use** of Teamwork.com, enjoying the intuitive interface and responsive support. **Cons:** - Users find the **learning curve steep** with Teamwork.com, as the new UX and features can be overwhelming. - Users find **limited features** on Teamwork.com frustrating, impacting navigation, performance visualization, and reporting capabilities. - Users find the **setup process extremely complex** , leading to delays and frustration with Teamwork.com’s functionality. - Users find the **missing features** in Teamwork.com limiting, especially for invoicing and task reference with colleagues. - Users find that the **interface is not intuitive** , making it challenging to navigate and manage tasks effectively. #### What Are Recent G2 Reviews of Teamwork.com? **"[Reliable Solution for Team Collaboration and Task Management](https://www.g2.com/survey_responses/teamwork-com-review-12674332)"** **Rating:** 4.0/5.0 stars *— Soumyajit B.* [Read full review](https://www.g2.com/survey_responses/teamwork-com-review-12674332) --- **"[Managing Daily Tasks and Professional Workflow More Easily](https://www.g2.com/survey_responses/teamwork-com-review-12845447)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/teamwork-com-review-12845447) --- #### What Are G2 Users Discussing About Teamwork.com? - [How teamwork is important?](https://www.g2.com/discussions/how-teamwork-is-important) - 1 comment - [How much does teamwork cost?](https://www.g2.com/discussions/how-much-does-teamwork-cost) - [How do you use teamwork projects?](https://www.g2.com/discussions/how-do-you-use-teamwork-projects) ### 14. [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 772 **Product Description:** Deltek Replicon Time is an AI-powered time intelligence software that helps project- based firms recover missed billable hours, reduce revenue leakage, and speed up billing cycles. It unifies project time capture, workforce management, time off, and labour compliance in one configurable, cloud-based application — part of the Deltek platform. ZeroTime™, powered by Dela, auto-captures time from 100+ work applications and translates activity into accurate, ready-to-submit timesheets. Best for: Project-based firms — from growing consultancies to global enterprises — managing distributed teams, complex billing models, and evolving labour regulations across multiple regions. Use cases:  Track project billable hours automatically to improve margins and accelerate invoicing  Manage workforce attendance, schedules, overtime, and gross pay calculations in one place  Navigate labour compliance across 145+ jurisdictions in 75+ countries using preconfigured rules  Consolidate disconnected time-tracking systems into a single, scalable application  Capture project expenses and map them to jobs for on-time billing and reimbursement Key Features:  ZeroTime™ intelligent timesheets — AI-powered time capture from 100+ work apps  Configurable project time tracking with flexible approval workflows  Global labour compliance with preconfigured rules for overtime, breaks, leave, and gross pay  CloudClock with facial recognition and voice commands for field and frontline teams  Workforce management — attendance, scheduling, and time-off administration  Seamless integration with ERP, CRM, HCM, payroll, and project management systems  Advanced analytics with custom dashboards, reports, and connections to Tableau and Power BI Why project-based firms choose Replicon Time:  AI captures every billable hour so revenue stops slipping through the cracks. ZeroTime™ auto-populates timesheets from 100+ work apps — eliminating the end-of-week scramble and recovering hours that manual entry misses.  One application replaces fragmented time-tracking systems across the business. Replicon Time brings project time, workforce management, leave, and compliance together — cutting silos and reducing manual errors at source.  Global teams stay compliant without adding operational overhead. Preconfigured rules cover labour laws in 145+ jurisdictions across 75+ countries, with intelligent validation and complete audit trails built in. Used by: Professional services, consulting, government contracting, and technology firms — from mid-market to Fortune 500 — managing complex projects and distributed workforces globally. Replicon Time is FedRAMP Moderate authorized and supports 30+ languages and multiple currencies. Backed by 25+ years of industry leadership in time tracking and workforce management. ### What Do G2 Reviewers Say About Deltek Replicon Time? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficient time tracking** capabilities of Deltek Replicon, enhancing accuracy and budget management. - Users find **Deltek Replicon Time easy to use** , appreciating its intuitive interface and seamless integration with other systems. - Users appreciate the **robust reporting options** in Deltek Replicon Time, enhancing efficiency and audit capabilities. - Users value the **efficiency** of Deltek Replicon Time, enhancing time tracking and improving overall project management. - Users value the **ease of tracking engineer hours** with Deltek Replicon, enhancing efficiency and financial oversight. **Cons:** - Users feel frustrated by **limited customization** options in Deltek Replicon, hindering their experience and ability to tailor the system. - Users often face **reporting issues** with Deltek Replicon Time, finding inaccuracies and limited customization a frustration. - Users find the **non-intuitive usage** of Deltek Replicon Time challenging, especially with its confusing interface and reporting features. - Users find the **interface confusing** initially, and reporting features could benefit from greater usability. - Users find the **difficulty in creating reports** and managing backlogs limits their efficiency and self-sufficiency. #### What Are Recent G2 Reviews of Deltek Replicon Time? **"[Automatic Time Tracking Streamlined Scheduling and Invoicing](https://www.g2.com/survey_responses/deltek-replicon-time-review-12804822)"** **Rating:** 4.5/5.0 stars *— Angelo M.* [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-12804822) --- **"[Intuitive Time Management That Boosts Productivity and Cuts Billing Errors](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319)"** **Rating:** 4.0/5.0 stars *— Ryan K.* [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319) --- #### What Are G2 Users Discussing About Deltek Replicon Time? - [What is Replicon PSA used for?](https://www.g2.com/discussions/what-is-replicon-psa-used-for) - 1 comment - [What does Replicon PSA do?](https://www.g2.com/discussions/what-does-replicon-psa-do) - [What is a PSA tool?](https://www.g2.com/discussions/what-is-a-psa-tool) - 1 comment ### 15. [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 555 **Product Description:** ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery. ### What Do G2 Reviewers Say About ConnectWise PSA? *AI-generated summary from verified user reviews* **Pros:** - Users find **ConnectWise PSA easy to use** , with streamlined ticket management and all client information conveniently accessible. - Users appreciate the **seamless integration** of ConnectWise PSA with various tools, enhancing efficiency across all roles. - Users appreciate the **seamless integrations** of ConnectWise PSA, which enhance workflows and streamline various business operations. - User reviews highlight the **feature richness** of ConnectWise PSA, making it an invaluable tool for diverse company needs. - Users value the **responsive customer support** from ConnectWise PSA, enhancing efficiency and project management success. **Cons:** - Users find the **learning curve steep** , as adapting to ConnectWise PSA's complexities complicates essential functions and configurations. - Users express frustration with **poor customer support** , highlighting issues with responsiveness and unsatisfactory resolutions. - Users find the **complex usability** of ConnectWise PSA to be overly tedious and frustrating for completing tasks effectively. - Users desire additional **missing features** in ConnectWise PSA, including keyboard shortcuts and improved mobile app functionality. - Users experience significant **performance issues** with ConnectWise PSA, including slow response times and system glitches that hinder productivity. #### What Are Recent G2 Reviews of ConnectWise PSA? **"[Efficient Tool That Simplifies Daily Tasks](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)"** **Rating:** 5.0/5.0 stars *— Imran I.* [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815) --- **"[Great PSA system is you take the time to set it up according to your needs](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759) --- #### What Are G2 Users Discussing About ConnectWise PSA? - [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for) - [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for) - [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment ### 16. [SuiteProjects Pro](https://www.g2.com/products/suiteprojects-pro/reviews) **Average Rating:** 3.7/5.0 **Total Reviews:** 225 **Product Description:** NetSuite SuiteProjects Pro (formerly known as NetSuite OpenAir) is a Professional Services Automation (PSA) solution that supports the full project delivery lifecycle including planning, resourcing, budgeting, activity tracking, and billing allowing you to gain data-driven, real-time visibility and anytime, anywhere access to project information and performance. With NetSuite SuiteProjects Pro, you can Automate Project billing and invoicing, improve decision-making, and achieve greater insights and monitoring of how projects are performing. OPTIMIZED RESOURCE MANAGEMENT Maintain tighter control of your operations with drag-and-drop resource management tools that allow managers to quickly deploy resources to projects according to job needs, employee skills, experience, and availability to increase resource utilization. IMPROVED PROJECT PROFITABILITY Make it easy to update and report on project status; giving visibility to project analytics such as performance metrics, and budget versus actuals in real-time, using easy-to-read graphs and reports to optimize price, billing rates, and staffing for overall project profitability. COMPLETE PROJECT FINANCIALS Connect project activities with company financials and improve cashflow management with Invoice creation that is streamlined and accurate to reduce Days Sales Outstanding (DSO) and ensure precise accounting and billing throughout the project lifecycle. INCREASED PRODUCTIVITY Automate the entire time and expense reimbursement cycle and boost efficiency by submitting time and expenses from anywhere that is automatically tied to project accounting. With mobile, access from anywhere to stay informed with project status and capture and approve detailed time and expense information. GREATER INSIGHTS AND MONITORING Keep all your data in one centralized location for better visibility and insight into how your projects and organization are performing with robust reporting and analytical tools that can integrate into company financials. ### What Do G2 Reviewers Say About SuiteProjects Pro? *AI-generated summary from verified user reviews* **Pros:** - Users value the **reporting efficiency** of SuiteProjects Pro, enabling seamless project tracking and resource management. - Users appreciate the **ease of use** in SuiteProjects Pro, finding it intuitive for project management and team collaboration. - Users value the **intuitive design** of SuiteProjects Pro, which simplifies complex project management tasks effectively. - Users appreciate the **invoicing tracking** feature of SuiteProjects Pro, ensuring accurate billing for their clients. - Users appreciate the **stable and efficient project management** features of SuiteProjects Pro for seamless project execution. **Cons:** - Users find the **bug issues** in SuiteProjects Pro frustrating, as the UI can be finicky and outdated. - Users find the **UI complex** , seeking more flexibility in reports and improved integration capabilities. - The **difficult setup** presents a significant initial learning curve, but the tool performs excellently once configured. - Users face a challenging **learning curve** and complex setup, which hinders initial use of SuiteProjects Pro. - Users note **missing features** like flexible pivot tables and AI assistance, hindering overall usability and integration. #### What Are Recent G2 Reviews of SuiteProjects Pro? **"[A useful app for resource planning. It should have AI features](https://www.g2.com/survey_responses/suiteprojects-pro-review-9068743)"** **Rating:** 4.0/5.0 stars *— Erick V.* [Read full review](https://www.g2.com/survey_responses/suiteprojects-pro-review-9068743) --- **"[Intuitive Project Management with Powerful Enterprise Features](https://www.g2.com/survey_responses/suiteprojects-pro-review-11734813)"** **Rating:** 4.5/5.0 stars *— Verified User in Human Resources* [Read full review](https://www.g2.com/survey_responses/suiteprojects-pro-review-11734813) --- #### What Are G2 Users Discussing About SuiteProjects Pro? - [What is OpenAir PSA used for?](https://www.g2.com/discussions/what-is-openair-psa-used-for) - [What does OpenAir PSA do?](https://www.g2.com/discussions/what-does-openair-psa-do) - [What is NetSuite PSA?](https://www.g2.com/discussions/what-is-netsuite-psa) ### 17. [PSOHUB.](https://www.g2.com/products/psohub/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 207 **Product Description:** PSOhub is PSA software purpose-built for professional services organizations: IT firms, consultancies, marketing agencies, and financial services teams. It covers the entire delivery cycle in one connected platform, from quoting and project management through resource and capacity planning, time and expense tracking, and invoicing. Built by a founding team with over 30 years of combined experience in professional services, and trusted by organizations across 40+ countries. From quote to project When a quote is accepted, the project is ready to start. Tasks are structured, budgets are set, and the team is assigned. Project managers get a real-time view of task progress, budget burn, and margin at every stage, so there are no surprises at month-end. Most professional services teams run 6 to 10 separate tools. PSOhub replaces that stack so data flows without manual handovers at every step. Resource and capacity planning The AI scheduling layer automatically assigns and reschedules resources based on skills, live capacity, and current utilization. When someone hits full utilization, the system flags it and suggests moving tasks to another team member with headroom. Keeping utilization high without blowing deadlines used to mean constant manual oversight. With PSOhub, it largely handles itself. Time and expense tracking Time and expenses connect directly to each project's budget and contract type. Whether billing fixed-fee, time and material, or retainer, hours log against the right scope and invoices generate without a manual reconciliation step. AI project and risk management The AI Copilot generates a full project plan, including financials, team assignment, and timeline, in around 10 seconds, drawing on the organization's own historical data rather than generic benchmarks. It monitors margins continuously, flags scope creep early, including situations like a senior consultant logging hours on a junior task, and generates risk assessments with concrete recommended actions. Integrations For teams using HubSpot as their CRM, a native two-way integration connects closed deals directly to projects, with time logs flowing back to the CRM. Also integrates with SAP Business One, QuickBooks, Xero, and Salesforce. Works for organizations of 10 to 1,000+. ### What Do G2 Reviewers Say About PSOHUB.? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of PSOhub, enjoying seamless navigation and efficient project management features. - Users value the **easy timesheet and project management interface** of PSOhub, enhancing their productivity and efficiency. - Users value the **ease of use** of PSOHUB, appreciating its intuitive interface and efficient project management capabilities. - Users appreciate the **ease of project tracking** with PSOHUB, enhancing time management and data entry efficiency. - Users find PSOHUB **intuitive and easy to use** , enhancing their efficiency in project management and task organization. **Cons:** - Users find PSOHUB **not intuitive** , struggling with navigation and understanding features without ample support. - Users feel the **limited customization** options in PSOHUB restrict their ability to tailor the experience fully. - Users find the **limited features** of PSOhub hinder customization and integration, making the experience less efficient. - Users experience significant **time tracking issues** with PSOHUB, causing discrepancies and manual effort across multiple sections. - Users find **complex usability** in PSOHUB, as it can be overwhelming and hard to navigate initially. #### What Are Recent G2 Reviews of PSOHUB.? **"[PSOHUB Boosts Productivity with Intuitive Drag-and-Drop and Real-Time Collaboration](https://www.g2.com/survey_responses/psohub-review-12819605)"** **Rating:** 5.0/5.0 stars *— Muhammad Ganda R.* [Read full review](https://www.g2.com/survey_responses/psohub-review-12819605) --- **"[PSOhub: All-in-One Project Management That Boosts Team Productivity](https://www.g2.com/survey_responses/psohub-review-12754483)"** **Rating:** 4.5/5.0 stars *— M. Arghian T.* [Read full review](https://www.g2.com/survey_responses/psohub-review-12754483) --- #### What Are G2 Users Discussing About PSOHUB.? - [What is PSOHUB. used for?](https://www.g2.com/discussions/what-is-psohub-used-for) ### 18. [Magnetic](https://www.g2.com/products/magnetic-software-magnetic/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 62 **Product Description:** Magnetic is an all-in-one workflow management platform specifically designed for professional services firms. This comprehensive software solution integrates essential project management functionalities into a single, user-friendly system. It encompasses a wide range of capabilities, including account management, business development, traffic management, project management, project finances, time tracking, billing, HR management, and resource scheduling. By consolidating these critical tools, Magnetic aims to streamline operations and enhance productivity within professional services environments. Targeted primarily at professional services firms, Magnetic serves a diverse audience that includes project managers, team leaders, and executives seeking to optimize their workflow processes. The platform is particularly beneficial for organizations that handle multiple projects simultaneously and require a cohesive system to manage various aspects of their operations. With its robust features, Magnetic is well-suited for firms in sectors such as consulting, marketing, and design, where effective project management is crucial for success. One of the standout features of Magnetic is its ability to provide a comprehensive overview of business operations. Users can access key sales metrics, profitability reports, resource availability, and time allocation from any location and at any time. This level of visibility allows teams to make informed decisions quickly, ensuring that projects remain on track and within budget. The platform also facilitates better communication and collaboration among team members, as everyone has access to the same up-to-date information. In addition to its project management capabilities, Magnetic offers tools for time tracking and billing, which are essential for maintaining accurate financial records and ensuring that clients are billed correctly. The HR management feature allows firms to efficiently manage their workforce, including scheduling resources and tracking employee performance. By integrating these functionalities, Magnetic helps firms reduce administrative burdens and focus on delivering high-quality services to their clients. Overall, Magnetic stands out in the workflow management category by providing a comprehensive, all-in-one solution tailored to the unique needs of professional services firms. Its emphasis on visibility, efficiency, and collaboration empowers organizations to optimize their operations, ultimately leading to improved project outcomes and client satisfaction. ### What Do G2 Reviewers Say About Magnetic? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Magnetic, as it simplifies workflows and enhances team collaboration effectively. - Users value Magnetic for its **comprehensive financial management** , streamlining operations and enhancing visibility and efficiency. - Users appreciate the **centralized time tracking** of Magnetic, simplifying task management and enhancing project efficiency. - Users value the **excellent and reliable customer support** from Magnetic, enhancing their overall experience and productivity. - Users appreciate the **efficient project tracking** of Magnetic, enabling seamless workflow and ensuring clarity across teams. **Cons:** - Users note a **steep learning curve** with Magnetic, requiring training for effective use and navigation of features. - Users experience **access limitations** with Magnetic, finding it less customizable and requiring extra steps for complex workflows. - Users find the **task management interface difficult to navigate** , especially with complex workflows and sub-task limitations. - Users experience **bug issues** after updates, causing frustrations with task completion and functionality in the latest version. - Users find the **difficult navigation** of Magnetic's task management feature challenging, requiring time to learn the interface. #### What Are Recent G2 Reviews of Magnetic? **"[Reliable and Easy to Use](https://www.g2.com/survey_responses/magnetic-review-12752668)"** **Rating:** 4.5/5.0 stars *— Gerald M.* [Read full review](https://www.g2.com/survey_responses/magnetic-review-12752668) --- **"[Magnetic - Quanita Sideris](https://www.g2.com/survey_responses/magnetic-review-12754755)"** **Rating:** 4.0/5.0 stars *— Quanita S.* [Read full review](https://www.g2.com/survey_responses/magnetic-review-12754755) --- #### What Are G2 Users Discussing About Magnetic? - [What is Magnetic used for?](https://www.g2.com/discussions/what-is-magnetic-used-for) ### 19. [Ruddr Professional Services Automation](https://www.g2.com/products/ruddr-professional-services-automation/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 327 **Product Description:** Ruddr is an AI-native Professional Services Automation (PSA) platform that helps professional services organizations manage project delivery, resource planning, financial operations, and business performance in a single system. The platform is designed for consulting firms, agencies, IT services companies, and other project-based organizations with 20 to 2,000 billable employees. Our software supports the full professional services lifecycle, including client management, project planning, budgeting, task management, resource allocation, time and expense tracking, invoicing, revenue recognition, forecasting, utilization tracking, gross margin analysis, and KPI reporting. The platform also supports more than 150 global currencies, making it suitable for firms operating across multiple regions, subsidiaries, and distributed teams. Ruddr Intelligence, the platform’s embedded AI functionality, enables users to analyze operational data, generate reports and visualizations, answer business questions, and identify trends using natural language prompts. Teams can use AI-powered workflows to reduce manual reporting, improve visibility into project and financial performance, and support faster operational decision-making. Users can also create downloadable custom reports and generate data visualizations for executive reporting and planning. Ruddr is designed to provide enterprise-level functionality with an intuitive user experience and flexible deployment options for growing and established services organizations that need operational visibility, financial oversight, and scalable project management capabilities. Key capabilities include: - Project management, budgeting, forecasting, and resource management - Time tracking, expense management, invoicing, and revenue recognition - AI-powered reporting, analytics, and operational insights through Ruddr Intelligence - Support for multi-currency operations and global professional services teams - Flexible subscription options with monthly or annual billing and free licenses for non-billable users ### What Do G2 Reviewers Say About Ruddr Professional Services Automation? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Ruddr, highlighting its intuitive interface and quick deployment for effective project management. - Users value the **efficient time tracking** of Ruddr, enhancing project management and resource utilization effectively. - Users love the **intuitive interface** of Ruddr, making project management and resource allocation straightforward and efficient. - Users appreciate the **clean and intuitive user interface** of Ruddr, facilitating efficient project and resource management. - Users commend the **excellent customer support** from Ruddr, appreciating quick responses to questions and problems. **Cons:** - Users find the **report customization limited** , indicating a need for greater flexibility and functionality in generating reports. - Users find the **absence of basic functionalities** in Ruddr's platform hinders efficiency and complicates project management. - Users note some **limited features** in Ruddr, impacting custom report creation and syncing with external platforms. - Users find the **learning curve steep** for beginners due to challenging initial setup and advanced feature complexity. - Users find the **limited customization** of reports and dashboards restricts their ability to tailor their experience effectively. #### What Are Recent G2 Reviews of Ruddr Professional Services Automation? **"[Ruddr Centralizes Project Planning, Time Tracking, and Billing Seamlessly](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12470418)"** **Rating:** 5.0/5.0 stars *— Amahle M.* [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12470418) --- **"[Easy Reporting plus QuickBooks Online Integration](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12616772)"** **Rating:** 5.0/5.0 stars *— Wankel G.* [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12616772) --- #### What Are G2 Users Discussing About Ruddr Professional Services Automation? - [What is Ruddr used for?](https://www.g2.com/discussions/what-is-ruddr-used-for) - 1 comment ### 20. [Kytes](https://www.g2.com/products/kytes/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 64 **Product Description:** At Kytes, we partner closely with our customers, offering AI-enabled Professional Services Automation (PSA) software that digitizes and automates end-to-end project operations for their organization. Tailored for IT/ITES, Pharmaceuticals/Lifesciences, GCC, Professional Services, and Consulting, Kytes PSA software streamlines and accelerates Project Deliveries and Product Development Lifecycle (NPD). Central to our philosophy is a people-first approach. We empower teams to work both independently and collaboratively, ensuring seamless operations. By enhancing operational excellence and maintaining the highest compliance and security standards, our software helps you reduce costs, optimize resources, boost revenue and margins, and build a project management culture in your organization. ### What Do G2 Reviewers Say About Kytes? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Kytes, benefiting from its intuitive interface and smooth onboarding process. - Users value the **robust project management features** of Kytes, effectively streamlining activities and resource allocation. - Users value the **effective project tracking** in Kytes, enhancing their ability to manage resources efficiently across locations. - Users value the **improved team collaboration** of Kytes, enhancing efficiency through intuitive interface and integration features. - Users love the **user-friendly system** of Kytes, appreciating its ease of implementation and responsive support team. **Cons:** - Users experience **slow loading times** for reports and file uploads, impacting overall usability and performance. - Users often experience **slow performance** , especially with volume-based reports, causing delays and occasional crashes. - Users note the **limited reporting** options and lack of dashboard improvements, affecting overall effectiveness and usability. - Users highlight the **missing features** of Kytes, particularly limited reporting and lack of GEN AI integration. - Users find **reporting issues** with Kytes due to limited options and inadequate dashboards, affecting usability and insights. #### What Are Recent G2 Reviews of Kytes? **"[Essential for Resource-Heavy Project Management](https://www.g2.com/survey_responses/kytes-review-12532967)"** **Rating:** 4.0/5.0 stars *— Sourabh H.* [Read full review](https://www.g2.com/survey_responses/kytes-review-12532967) --- **"[User-Friendly, Seamless Integration, and Reliable Support](https://www.g2.com/survey_responses/kytes-review-12532829)"** **Rating:** 4.5/5.0 stars *— Aditi J.* [Read full review](https://www.g2.com/survey_responses/kytes-review-12532829) --- #### What Are G2 Users Discussing About Kytes? - [What is TouchBase used for?](https://www.g2.com/discussions/what-is-touchbase-used-for) - 1 comment, 1 upvote ### 21. [Resource Management by Smartsheet](https://www.g2.com/products/resource-management-by-smartsheet/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 139 **Product Description:** Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help. ### What Do G2 Reviewers Say About Resource Management by Smartsheet? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Resource Management by Smartsheet, highlighting its flexible and user-friendly interface. - Users appreciate the **seamless integrations** with other tools, enhancing workflow efficiency and collaboration within the Smartsheet ecosystem. - Users value the **intuitive project tracking** features, enhancing resource management and visibility across projects effortlessly. - Users appreciate the **automation capabilities** in Smartsheet, enhancing scheduling and resource management efficiency seamlessly. - Users appreciate the **easy integration** of Resource Management by Smartsheet, enhancing collaboration across various tools seamlessly. **Cons:** - Users face **access limitations** that hinder functionality, making project management tedious and cumbersome in Resource Management. - Users face **limitations** with detailed task-level resourcing and challenges in advanced reporting and time tracking consistency. - Users face **billing issues** due to high costs and limited functionality, making project management cumbersome and frustrating. - Users face **inaccurate data** issues due to inconsistent time tracking and glitches that disrupt schedule management. - Users find **inadequate reporting** options in Smartsheet, requiring workarounds for advanced or custom needs. #### What Are Recent G2 Reviews of Resource Management by Smartsheet? **"[Resource Management tool](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146)"** **Rating:** 4.5/5.0 stars *— Angie L.* [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146) --- **"[Effective Resource Planning with Setup Hiccups](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444)"** **Rating:** 4.0/5.0 stars *— Aditya A.* [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444) --- #### What Are G2 Users Discussing About Resource Management by Smartsheet? - [What is Resource Management by Smartsheet used for?](https://www.g2.com/discussions/what-is-resource-management-by-smartsheet-used-for) ### 22. [Projectworks](https://www.g2.com/products/projectworks/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 197 **Product Description:** Grow your firm - and your impact Projectworks is professional services automation software built for consulting firms that want to grow - and make a difference. As a project intelligence platform, Projectworks connects time tracking, expense tracking, resource management, invoicing, and financial reporting in one live system. It gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. Projectworks was built by consultants who know what it’s like to lose hours to spreadsheets and billing chaos. Designed specifically for engineering, architecture, software development, and management consulting, it’s professional services automation (PSA) software that gets experts out of the admin grind and back to the work that matters. Our cloud-based PSA tool brings together everything your business needs to plan, track, forecast, and grow. By automating time tracking, expense tracking, resource planning, project financials, and real-time reporting, Projectworks frees your people to focus on solving the world’s hardest problems - not wrestling with manual processes. On average, Projectworks users grow 20% in their first year. Connect Projectworks with your existing stack - including Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, HubSpot, and Salesforce - to eliminate double handling, align your data, and operate with confidence. We’ll help you set up for success with expert data migration, comprehensive training, and responsive ongoing support. Key features Time tracking software Easy, accurate timesheets that actually get filled out. Simplify project time tracking and keep billing up to date with integrated time management software for consultants. Expense tracking Track project spend against budget with simple, mobile-friendly expense submission. Sync approved expenses directly to Xero as bills to pay. Resource management software Plan and allocate resources effectively. See availability, utilization, and capacity in real time with powerful resource planning tools that make project delivery predictable. Revenue forecasting & project profitability Combine financial and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions. Invoicing automation Create pre-populated invoices that sync seamlessly with Xero, reducing admin and helping you get paid faster. Reporting & insights Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams. Integrations Connect your favorite tools and run your firm on a unified project management and financial reporting platform. Flexible pricing means you only pay for what you use - plus, get a 10% discount on annual subscriptions. ### What Do G2 Reviewers Say About Projectworks? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Projectworks, finding it intuitive and streamlining their workflow effectively. - Users appreciate the **centralized project management** capabilities of Projectworks, enhancing efficiency and decision-making across teams. - Users highlight the **user-friendly and intuitive interface** of Projectworks, greatly enhancing their work life and efficiency. - Users love the **user-friendly and intuitive interface** of Projectworks, making project management seamless and enjoyable. - Users appreciate the **comprehensive features** of Projectworks, seamlessly integrating management tasks for informed decision-making. **Cons:** - Users find Projectworks has a great dashboard but experiences **missing features** , particularly on mobile and for time management. - Users find the **limited features** of Projectworks hinder project management and integration capabilities significantly. - Users find **limited customization** frustrating, particularly with reporting and week definition settings complicating workflows slightly. - Users find the **reporting issues** complicated and limited, hindering effective data extraction and integration with other tools. - Users experience a **steep learning curve** with Projectworks, needing time to navigate its complexities and understand functionalities. #### What Are Recent G2 Reviews of Projectworks? **"[Game changer for managing projects and team workloads](https://www.g2.com/survey_responses/projectworks-review-12520231)"** **Rating:** 4.5/5.0 stars *— Rahul N.* [Read full review](https://www.g2.com/survey_responses/projectworks-review-12520231) --- **"[Reliable, Data-Rich Projectworks with Great Integrations and Support](https://www.g2.com/survey_responses/projectworks-review-12888353)"** **Rating:** 4.5/5.0 stars *— Stefi G.* [Read full review](https://www.g2.com/survey_responses/projectworks-review-12888353) --- #### What Are G2 Users Discussing About Projectworks? - [What is Projectworks used for?](https://www.g2.com/discussions/what-is-projectworks-used-for) - 1 comment ### 23. [Klient PSA](https://www.g2.com/products/klient-psa/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 79 **Product Description:** Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Key capabilities include: \* Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. \* Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity. \* Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting. \* Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. \* Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA: \* Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. \* Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. \* Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead. \* Scalability: Whether you’re onboarding 10 new consultants or expanding to new markets, Klient PSA supports your growth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time. ### What Do G2 Reviewers Say About Klient PSA? *AI-generated summary from verified user reviews* **Pros:** - Users find Klient PSA exceptionally **easy to use** , appreciating its intuitive design and smooth functionality. - Users value Klient PSA for its **effective project management** , seamlessly integrating with Salesforce for better workflow and accuracy. - Users value the **comprehensive features** of Klient PSA, appreciated for flexibility and ease of use in consulting workflows. - Users value the **flexibility** of Klient PSA, appreciating its ability to adapt to diverse consulting workflows seamlessly. - Users appreciate the **effective resource management** of Klient PSA, enhancing visibility and workflow consistency for their projects. **Cons:** - Users face a **learning curve** initially with Klient PSA, but appreciate its smooth performance once configured. - Users note the **missing features** in Klient PSA, such as limited revenue recognition and lack of customizable PDF options. - Users note a **steep learning curve** with Klient PSA, requiring time to configure and understand its robust features. - Users find the **time-consumption** in learning advanced forecasting tools to be a significant drawback of Klient PSA. - Users find the **unnecessary customization** in Klient PSA burdensome, as it complicates workflows and reduces efficiency. #### What Are Recent G2 Reviews of Klient PSA? **"[Effective PSA for Financial Visibility](https://www.g2.com/survey_responses/klient-psa-review-12219971)"** **Rating:** 4.5/5.0 stars *— Skip K.* [Read full review](https://www.g2.com/survey_responses/klient-psa-review-12219971) --- **"[A simple yet flexible PSA for consulting firms on Salesforce](https://www.g2.com/survey_responses/klient-psa-review-12282067)"** **Rating:** 5.0/5.0 stars *— Jeremy W.* [Read full review](https://www.g2.com/survey_responses/klient-psa-review-12282067) --- #### What Are G2 Users Discussing About Klient PSA? - [What is Klient PSA used for?](https://www.g2.com/discussions/what-is-klient-psa-used-for) ### 24. [COR](https://www.g2.com/products/cor/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 103 **Product Description:** Running an agency means juggling projects, people, and profit margins — all at once. Most tools help you track work. COR helps you protect your profitability. COR is the Profit Operating System for modern agencies. Built for the way agency teams actually operate, COR gives you real-time visibility into where your margins are going, before it's too late to act. What makes COR different: Profit-first, not just project-first. While other platforms focus on task management, COR tracks what actually matters: margin per project, per client, per team. Know your profitability at a glance — no spreadsheets, no surprises. AI governance that actually works. COR orchestrates humans and AI agents with the controls your agency needs — smart workload recommendations, automated time tracking, and predictive forecasting that tells you where you'll land before you get there. Benchmarks that give you an edge. COR's platform surfaces industry benchmarks so you know how your agency stacks up — and where your biggest opportunities for improvement are. Data-driven decisions, built into your daily workflow. Whether you're a 40-person agency or a 200-person network agency, COR gives you the clarity and confidence to scale profitably. Finally — one platform where your projects, your people, and your profits all live together. #### What Are Recent G2 Reviews of COR? **"[COR provides operational visibility and solid data for transparent decisions](https://www.g2.com/survey_responses/cor-review-12684086)"** **Rating:** 5.0/5.0 stars *— Carlos M.* [Read full review](https://www.g2.com/survey_responses/cor-review-12684086) --- **"[Simple, efficient, and practical tool for consolidating key business data](https://www.g2.com/survey_responses/cor-review-12683047)"** **Rating:** 4.5/5.0 stars *— Federico P.* [Read full review](https://www.g2.com/survey_responses/cor-review-12683047) --- #### What Are G2 Users Discussing About COR? - [What advice would you give to companies considering COR for project management?](https://www.g2.com/discussions/what-advice-would-you-give-to-companies-considering-cor-for-project-management) - [What is COR used for?](https://www.g2.com/discussions/what-is-cor-used-for) ### 25. [VOGSY](https://www.g2.com/products/vogsy-vogsy/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 37 **Product Description:** Lead-to-cash platform for global professional services organizations, combining PSA capabilities with project-based ERP to manage operations and financial performance. VOGSY is a Professional Services Automation (PSA) and project-based ERP platform designed for global professional services organizations that need to manage the full lead-to-cash lifecycle, including sales opportunities, project delivery, resource planning, project accounting, invoicing, and financial performance in a single operational system. The platform helps consulting firms, agencies, technology services companies, and other project-based businesses coordinate work across teams, offices, and countries while maintaining visibility into operational and financial performance. As a PSA and services ERP platform, VOGSY supports the full lead-to-cash lifecycle, allowing organizations to move from opportunity management and project planning to delivery, billing, and revenue reporting. The platform integrates operational data with financial insights, enabling leadership teams to track utilization, forecast revenue, and analyze project profitability across multiple entities and currencies. VOGSY combines the operational capabilities of PSA software with multi-entity project finance and reporting capabilities of a project-based ERP, enabling organizations to manage both delivery and financial performance. VOGSY is commonly used by professional services firms with 50 to 1,000 employees that operate across multiple regions or legal entities. These organizations often face challenges managing global delivery, aligning project execution with financial reporting, and maintaining visibility into margins and capacity across distributed teams. These organizations often require both operational coordination (PSA) and financial structure (ERP), particularly when managing multiple entities, currencies, and reporting requirements. VOGSY provides a centralized PSA platform that connects project operations with financial outcomes while allowing organizations to retain their existing regional accounting systems. Key capabilities: • End-to-end lead-to-cash workflow management connecting CRM opportunities, project planning, delivery, billing, and revenue recognition • Global resource management and capacity planning for allocating talent across projects, regions, and teams • Multi-currency project accounting across ERP entities and consolidated financial reporting • Time tracking, expense management, and automated billing tied directly to project budgets and contract terms • Project profitability analysis and ERP-level financial reporting, utilization tracking, and revenue forecasting • AI assistant provides profitability, capacity, and client health details (or data or reports) in natural language and automates daily tasks Security, compliance, and infrastructure: • ISO 42001 • ISO 27001 • SOC 1 • ISAE 3402 • Hosted on Google Cloud for global scalability and security • SSO support for Microsoft 365 and Google Workspace Integrations: • HubSpot • Salesforce • Zoho • Pipedrive • Copper • QuickBooks • Xero • Sage • Deltek • Certinia • Oracle NetSuite • Exact • Tally • Datev • Microsoft 365 • Google Workspace • Jira • Other web applications • API-based synchronization By connecting project delivery data with financial reporting and operational planning, VOGSY helps professional services organizations streamline global operations through a unified PSA and project-based ERP platform. Many organizations rely on multiple separate systems that limit visibility across teams, entities, and financial performance. VOGSY brings these capabilities together in a single platform, providing a more connected view of operations, resource utilization, and project profitability. Finance, operations, and delivery teams work from a shared source of operational and financial intelligence while maintaining compatibility with existing accounting systems across different countries. ### What Do G2 Reviewers Say About VOGSY? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of VOGSY, appreciating its intuitive onboarding and straightforward operational setup. - Users value the **seamless QuickBooks and Google BigQuery integrations** that enhance efficiency and streamline operations in VOGSY. - Users value the **easy integrations** of VOGSY, facilitating seamless connectivity with existing IT systems and tools. - Users value the **implementation ease** of VOGSY, appreciating the smooth onboarding and quick adaptability for teams. - Users commend the **easy onboarding** process of VOGSY, allowing quick implementation without disrupting ongoing operations. **Cons:** - Users desire more **native integration options** for specialized platforms, highlighting a challenge with dual data entry. - Users express a desire for more **native integrations** , particularly with specialized German HR platforms for efficient time-tracking. - Users desire more **customization options** for reports in VOGSY, limiting their ability to tailor the system fully. - Users desire a **more comprehensive purchase order integration** to enhance tracking and documentation for vendor interactions. - Users face **time tracking issues** due to the need for double-entry, complicating compliance with German labor laws. #### What Are Recent G2 Reviews of VOGSY? **"[Flexible, Intuitive, and Data-Driven—VOGSY Exceeds Expectations](https://www.g2.com/survey_responses/vogsy-review-12112567)"** **Rating:** 5.0/5.0 stars *— Carlos Q.* [Read full review](https://www.g2.com/survey_responses/vogsy-review-12112567) --- **"[Efficient and Effective—It Just Works!](https://www.g2.com/survey_responses/vogsy-review-12112543)"** **Rating:** 5.0/5.0 stars *— John-Erik H.* [Read full review](https://www.g2.com/survey_responses/vogsy-review-12112543) --- #### What Are G2 Users Discussing About VOGSY? - [What is VOGSY used for?](https://www.g2.com/discussions/what-is-vogsy-used-for) ## 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**