# Best Professional Services Automation Software for Small Business *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Products classified in the overall Professional Services Automation category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Professional Services Automation to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Professional Services Automation category. In addition to qualifying for inclusion in the Professional Services Automation Software category, to qualify for inclusion in the Small Business Professional Services Automation Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## 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 (603 reviews) | PSA for managed service providers | "[Autotask: A Reliable, Centralized Hub with Strong Ticket Workflow Customization](https://www.g2.com/survey_responses/autotask-review-12875667)" | | 2 | [BigTime](https://www.g2.com/products/bigtime/reviews) | 4.5/5.0 (1,687 reviews) | Time tracking and billing for consulting firms | "[Strong operational tool for invoicing, tracking, and analytics](https://www.g2.com/survey_responses/bigtime-review-12657814)" | | 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 (501 reviews) | Unified IT and security operations for MSPs | "[User-Friendly and Efficient for Daily IT Support](https://www.g2.com/survey_responses/syncro-review-10823178)" | | 5 | [CMap](https://www.g2.com/products/cmap/reviews) | 4.4/5.0 (272 reviews) | — | "[CMAP: A Project Manager's sidekick](https://www.g2.com/survey_responses/cmap-review-12886982)" | | 6 | [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) | 4.4/5.0 (939 reviews) | Cloud ERP with real-time financial visibility | "[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)" | | 7 | [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) | 4.7/5.0 (831 reviews) | Customer onboarding with shared client portals | "[End-to-End PSA with Real-Time Reporting, Customization, and Leading AI Automation](https://www.g2.com/survey_responses/rocketlane-review-12717042)" | | 8 | [Keka](https://www.g2.com/products/keka/reviews) | 4.4/5.0 (1,984 reviews) | HR-led PSA for India-based services firms | "[User-Friendly HR Platform That Simplifies Attendance, Leave, Payroll, and Performance](https://www.g2.com/survey_responses/keka-review-12995782)" | | 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 | "[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)" | | 10 | [Scoro](https://www.g2.com/products/scoro/reviews) | 4.5/5.0 (479 reviews) | Centralized PSA for consultancies and agencies | "[All-in-One Solution That Enhances Agency Efficiency](https://www.g2.com/survey_responses/scoro-review-12668796)" | --- ## What Are the Most Common Questions About Professional Services Automation Software? *AI-generated · Last updated: May 26, 2026* ### What most popular PSA software for software agencies? Based on G2 reviews, software teams looking at Professional Services Automation software most often emphasize centralized project visibility, time tracking, resource planning, billing workflows, and reporting that helps them stay ahead of margins and delivery risks. According to verified users, products in this category stand out when they reduce spreadsheet-heavy processes and give teams a clearer view of utilization, project progress, and invoicing readiness. G2 reviewers mention that ease of use, integrations with accounting or CRM systems, and strong reporting are especially important for agencies managing multiple client engagements at once. For software agencies, the most popular options in recent reviews tend to be the ones repeatedly praised for bringing project delivery, budgets, and team coordination into one workflow. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – centralizes ticketing, time tracking, billing, and reporting for service teams managing multiple client environments - [BigTime](https://www.g2.com/products/bigtime/reviews) – commonly used for straightforward time tracking, billing support, project reporting, and budget visibility - [Syncro](https://www.g2.com/products/syncro/reviews) – brings ticketing, billing, automation, and client management into one platform for service-focused teams ### Where to find the best professional services automation apps? Based on G2 reviews, the best place to evaluate Professional Services Automation software is by comparing recent verified user feedback on the workflows that matter most to your team. According to verified users, buyers should focus on patterns in reviews around time tracking, project management, billing, reporting, and resource planning rather than broad feature claims. G2 reviewers mention that strong products are the ones that consistently help teams replace spreadsheets, improve visibility into utilization, and streamline invoicing or customer delivery. For buyers researching this category, recent reviews are especially useful for identifying whether a platform feels intuitive, supports real operational reporting, and handles the specific mix of project, financial, and team management needs common in professional services organizations. ### What best professional services automation software for consultants? Based on G2 reviews, consultants evaluating Professional Services Automation software usually prioritize clear time tracking, project profitability visibility, billing support, and reporting that makes utilization easier to understand. According to verified users, the strongest tools help replace disconnected spreadsheets and bring project plans, timesheets, invoicing, and forecasting into one system. G2 reviewers mention that consultants also benefit from platforms that are easy to learn, flexible enough for different project types, and strong at surfacing budget health before issues grow. In this category, the best options for consultants are typically the products that consistently help teams manage client work, track effort accurately, and improve financial oversight without creating unnecessary administrative complexity. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – supports ticketing, time tracking, project visibility, billing, and reporting in one platform - [BigTime](https://www.g2.com/products/bigtime/reviews) – frequently praised for organized time entry, clear reports, and billing-friendly project hour tracking - [Syncro](https://www.g2.com/products/syncro/reviews) – combines ticketing, automation, invoicing, and client management for service-oriented consulting workflows ### Which PSA software is recommended for midsize tech companies? Based on G2 reviews, [Autotask](https://www.g2.com/products/autotask/reviews) stands out as the most recommended PSA software in this recent review set for midsize tech companies. According to verified users, it helps centralize ticketing, time tracking, billing, reporting, and client communication in one place, which is valuable for teams managing multiple customers and technician workloads. G2 reviewers mention strong automation, integrations with adjacent tools, and better visibility into workloads and service delivery history as key strengths. Reviewers also note tradeoffs such as a dated interface, extra clicks in some workflows, and a learning curve for newer users. For midsize teams that need broad operational coverage, recent feedback shows it is frequently chosen for depth and centralized control. ### What what's the top professional automation tool for freelancers? Based on G2 reviews, freelancers usually value Professional Services Automation software that is easy to learn, efficient for time entry, and helpful for invoicing or project tracking without a heavy setup burden. According to verified users, simpler workflows matter more than broad complexity for solo operators, especially when the goal is to track hours accurately, manage deliverables, and keep billing organized. G2 reviewers mention that many tools in this category are designed more for teams than solo consultants, so freelancers should pay close attention to ease of use, reporting clarity, and whether the system reduces administrative effort. Recent reviews suggest the strongest options for freelancers are those that make time tracking and billing straightforward while still offering enough visibility into project progress. ### What best service automation software for managing projects? Based on G2 reviews, the best service automation software for managing projects is usually the option that combines project setup, time tracking, resource visibility, billing readiness, and reporting in one workflow. According to verified users, strong project management outcomes come from tools that reduce manual follow-up, make task ownership clearer, and give teams early visibility into budget drift or workload issues. G2 reviewers mention that project-focused buyers should look for software that supports both day-to-day execution and financial oversight, not just task tracking alone. Across recent feedback, the most effective products are the ones helping teams keep projects organized, connect effort to invoicing, and provide a clearer picture of profitability and team utilization over time. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – brings project, ticketing, billing, and technician workload visibility together for structured service delivery - [BigTime](https://www.g2.com/products/bigtime/reviews) – supports project hour tracking, budget reporting, invoicing, and organized timesheet workflows - [Syncro](https://www.g2.com/products/syncro/reviews) – helps teams manage support work, automation, billing, and project-related service tasks in one place ### What leading professional services automation solutions? Based on G2 reviews, leading Professional Services Automation software solutions are typically the ones that repeatedly help teams unify project management, time entry, billing, forecasting, and reporting. According to verified users, products rise to the top when they create a single operational view instead of forcing teams to work across disconnected tools and spreadsheets. G2 reviewers mention that leading options in this category commonly support better utilization visibility, cleaner invoicing processes, and stronger control over project profitability. Buyers also pay attention to how quickly teams can adopt the software, how well it integrates with existing accounting or CRM workflows, and whether reporting is detailed enough to support both daily execution and higher-level operational planning. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – often used to centralize service desk work, time tracking, billing, and operational reporting - [BigTime](https://www.g2.com/products/bigtime/reviews) – known in recent reviews for structured timekeeping, reporting, invoicing support, and project visibility - [Syncro](https://www.g2.com/products/syncro/reviews) – combines remote management, ticketing, automation, and billing into a unified service operations platform ### What top PSA tools for IT services? Based on G2 reviews, top PSA tools for IT services are usually judged by how well they handle ticketing, automation, time tracking, client communication, and billing in a single system. According to verified users, IT-focused teams need strong integrations with adjacent tools, better visibility into technician workloads, and workflows that reduce manual effort across service delivery. G2 reviewers mention that the best-performing products in this use case are often praised for helping MSPs and IT service teams centralize operations, improve documentation, and keep support activity tied to billing or reporting. Recent reviews also show that buyers pay close attention to usability, search and reporting flexibility, and whether automation actually helps simplify recurring service work. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – widely used for MSP ticketing, billing, technician tracking, and service reporting - [Syncro](https://www.g2.com/products/syncro/reviews) – built around integrated RMM, ticketing, automation, invoicing, and remote support workflows - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) – commonly chosen for ticketing, SLA tracking, billing automation, and MSP workflow customization ### What what's the best PSA software for small businesses? Based on G2 reviews, small businesses shopping for Professional Services Automation software usually care most about ease of use, fast setup, and a practical mix of time tracking, project visibility, and billing support. According to verified users, the best fit is often not the most complex platform, but the one that helps a small team stay organized without adding unnecessary overhead. G2 reviewers mention that smaller businesses benefit most from tools that make hours easier to capture, reduce manual invoicing work, and improve visibility into budgets and team workload. Recent feedback suggests buyers in this segment should prioritize intuitive workflows, clear reporting, and enough flexibility to support growth without requiring heavy administration from day one. ### What best automation software for service firms? Based on G2 reviews, the best automation software for service firms is usually the software that connects delivery work with billing, resource planning, and reporting instead of handling each area separately. According to verified users, service firms get the most value from platforms that automate repetitive workflows, improve visibility into project health, and make time tracking and invoicing less manual. G2 reviewers mention that good automation in this category often shows up in reminders, task workflows, reporting, scheduling support, and better alignment between operational activity and financial outcomes. Across recent reviews, buyers consistently favor tools that help service teams stay organized, reduce administrative effort, and make it easier to understand utilization, profitability, and customer work in real time. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – automates service desk workflows, recurring billing support, reporting, and technician coordination - [Syncro](https://www.g2.com/products/syncro/reviews) – supports automated maintenance, ticket creation, billing, and client communication for IT service operations - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) – helps service teams standardize onboarding, automate project workflows, and improve customer-facing delivery visibility ## How Many Professional Services Automation Software Products Does G2 Track? **Total Products under this Category:** 136 ### Category Stats (Jun 2026) - **Average Rating**: 4.3/5 (↑0.01 vs May 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Project Insight (+2.59%) - Among all products in this category, Project Insight recorded the largest rating increase compared to last month *Last updated: June 30, 2026* ## How Does G2 Rank Professional Services Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 24,500+ Authentic Reviews - 136+ 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. --- **Sponsored** ### Screendragon Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. 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Monitor the performance of different types of portfolios and programs. **Top-rated Professional Services Automation Software for Portfolio Performance:** - [Autotask](https://www.g2.com/products/autotask/reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - [CMap](https://www.g2.com/products/cmap/reviews) [Explore Professional Services Automation Software with Portfolio Performance](https://www.g2.com/categories/professional-services-automation/f/portfolio-performance) ### What are the Best Professional Services Automation Software with Portfolio Definition? Define multiple types of portfolios for projects, programs, and services. **Top-rated Professional Services Automation Software for Portfolio Definition:** - [Autotask](https://www.g2.com/products/autotask/reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - [CMap](https://www.g2.com/products/cmap/reviews) [Explore Professional Services Automation Software with Portfolio Definition](https://www.g2.com/categories/professional-services-automation/f/portfolio-definition) ### What are the Best Professional Services Automation Software with Project Accounting? Deliver features to track and manage costs and revenues by project. **Top-rated Professional Services Automation Software for Project Accounting:** - [Autotask](https://www.g2.com/products/autotask/reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) [Explore Professional Services Automation Software with Project Accounting](https://www.g2.com/categories/professional-services-automation/f/project-accounting) ### What are the Best Professional Services Automation Software with Payments? Accepts multiple types of payments from clients and match with invoices. **Top-rated Professional Services Automation Software for Payments:** - [Autotask](https://www.g2.com/products/autotask/reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) [Explore Professional Services Automation Software with Payments](https://www.g2.com/categories/professional-services-automation/f/payments) ### What are the Best Professional Services Automation Software with Portfolio Mix? Create the optimal mix of portfolios to achieve operational and financial goals. **Top-rated Professional Services Automation Software for Portfolio Mix:** - [Autotask](https://www.g2.com/products/autotask/reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - [CMap](https://www.g2.com/products/cmap/reviews) [Explore Professional Services Automation Software with Portfolio Mix](https://www.g2.com/categories/professional-services-automation/f/portfolio-mix) ## What Are the Top-Rated Professional Services Automation Software Products in 2026? ### 1. [Autotask](https://www.g2.com/products/autotask/reviews) Autotask is the intelligent, unified PSA platform that powers high-performing MSP operations. It connects tickets, time, projects, contracts and billing in one seamless workflow — eliminating manual effort, reducing technician friction and ensuring every billable hour is captured automatically. With built-in automation and real-time visibility, Autotask streamlines service delivery, improves profitability and turns operational data into actionable dashboards that drive accountability and demonstrate value. Trusted by growing MSPs worldwide, Autotask helps teams deliver faster, more consistent service while maintaining clarity and control across every part of the business. **Average Rating:** 4.3/5.0 **Total Reviews:** 603 **How Do G2 Users Rate Autotask?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.7/10) - **Portfolio Performance:** 6.7/10 (Category avg: 7.9/10) - **Workflow:** 8.2/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Autotask?** - **Seller:** [Kaseya](https://www.g2.com/sellers/kaseya) - **Company Website:** https://www.kaseya.com/ - **Year Founded:** 2000 - **HQ Location:** Miami, FL - **Twitter:** @KaseyaCorp (17,411 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kaseya/ (5,471 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 68% Small-Business, 28% Mid-Market #### What Are Autotask's Pros and Cons? **Pros:** - Ease of Use (56 reviews) - Integrations (43 reviews) - Ticket Management (40 reviews) - Automation (29 reviews) - Efficiency (23 reviews) **Cons:** - Complex Usability (24 reviews) - Learning Curve (18 reviews) - Limited Functionality (16 reviews) - Missing Features (15 reviews) - Not User-Friendly (15 reviews) ### What Do G2 Reviewers Say About Autotask? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Autotask, finding it intuitive and effective for managing service delivery. - Users value the **integration capabilities** of Autotask, ensuring smooth and efficient ticket management across teams. - Users appreciate the **smart ticket summaries** that streamline efficient ticket management and enhance workflow. - Users value the **automation features** of Autotask, enhancing efficiency and integration with other applications seamlessly. - Users benefit from the **efficient operations** of Autotask, enhancing productivity and adaptability in service management. **Cons:** - Users find **complex usability** in Autotask, citing menu diving and lengthy processes as significant challenges. - Users find the **steep learning curve** of Autotask challenging, making basic tasks difficult to accomplish effectively. - Users express frustration with Autotask's **limited functionality** , citing basic task limitations and a convoluted interface. - Users are disappointed by the **missing features** in Autotask, particularly in workflow automation and project management capabilities. - Users find Autotask to be **not user-friendly** , citing issues with its outdated interface and steep learning curve. #### What Are Recent G2 Reviews of Autotask? **"[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) --- **"[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) --- #### 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. [Syncro](https://www.g2.com/products/syncro/reviews) Syncro is a fully integrated RMM and PSA platform for MSPs and IT departments. It combines remote monitoring and management (RMM), professional services automation (PSA), and Microsoft 365 security management in a single system, eliminating the tool sprawl that creates security gaps and slows teams down. RMM Built for MSPs and IT Teams Syncro's RMM delivers unlimited endpoint management with complete visibility across every client environment and internal network from a single console. Automated patch management, real-time alerting, PowerShell scripting, and remote access via Splashtop let technicians identify and resolve issues before users are impacted. Network Discovery detects unmanaged devices on client networks automatically. PSA That Connects Service Delivery Syncro's built-in PSA routes RMM alerts directly into tickets, keeps SLAs on track, and gives technicians a single queue instead of multiple portals. MSPs spend less time on manual coordination and more time on billable work. IT teams gain the same service desk efficiency — integrated ticketing, automated workflows, and invoicing — without the overhead of a standalone PSA tool. Microsoft 365 Security Built In Most RMM tools stop at the physical device. Syncro extends protection into Microsoft 365 with Security Snapshot (instant tenant risk assessment, zero configuration), CIS-aligned security baseline enforcement, Entra ID backup and restoration, and Cloud Backup covering Exchange, OneDrive, SharePoint, Teams, Planner, OneNote, and Entra ID. Security and endpoint management run through the same platform, not separate tools. Available for both MSPs managing multi-tenant environments and IT departments securing a single organization. Native Integrations and Vendor Marketplace Syncro connects to 50+ AV, EDR, and identity protection tools through a unified alert queue. Native integrations include Splashtop (remote access, included at no extra cost), Huntress, QuickBooks, IT Glue, Pax8, Domotz, Hudu, Zapier, and ConnectWise Control. The Syncro Marketplace lets you add best-in-class security, backup, and productivity apps directly to your platform, including Bitdefender, Acronis, Proofpoint, Threatdown, Guardz, Ironscales, Webroot, and Autoelevate. No minimums, no long-term contracts. Browse, activate, and manage vendor costs from a single bill, with direct access to vendor support when you need it. Pricing That Scales With Your Team Syncro uses flat per-technician pricing with no per-device fees. Costs scale with your headcount, not your device count — whether you run an MSP with hundreds of endpoints or an IT department managing company infrastructure. **Average Rating:** 4.5/5.0 **Total Reviews:** 501 **How Do G2 Users Rate Syncro?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.7/10) - **Portfolio Performance:** 6.2/10 (Category avg: 7.9/10) - **Workflow:** 7.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 6.8/10 (Category avg: 10/10) **Who Is the Company Behind Syncro?** - **Seller:** [Syncro Technologies Inc.](https://www.g2.com/sellers/syncro-technologies-inc) - **Company Website:** https://syncrosecure.com - **Year Founded:** 2017 - **HQ Location:** Fully remote, US - **LinkedIn® Page:** https://www.linkedin.com/company/syncromsp/ (111 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, President - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 79% Small-Business, 8% Mid-Market #### What Are Syncro's Pros and Cons? **Pros:** - Ease of Use (237 reviews) - Features (159 reviews) - Easy Setup (111 reviews) - Automation (106 reviews) - Integrations (105 reviews) **Cons:** - Missing Features (105 reviews) - Improvement Needed (78 reviews) - Feature Limitations (70 reviews) - Feature Issues (61 reviews) - Needs Improvement (60 reviews) ### What Do G2 Reviewers Say About Syncro? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Syncro, enhancing efficiency and communication with clients seamlessly. - Users praise Syncro for its **exceptional features** , particularly in ticket storage, remote access, and scripting capabilities. - Users find Syncro's **easy setup** to be remarkably simple, making it ideal for first-time users and efficient integration. - Users appreciate Syncro's **automation features** , enhancing efficiency and streamlining workflows through easy script deployment and ticket management. - Users value the **seamless integrations** of Syncro, enhancing their workflows and improving internal processes significantly. **Cons:** - Users feel that Syncro lacks **support for more Linux distros and essential interactive features** , limiting usability and integration. - Users identify a need for **improvements in interface design and responsiveness** in Syncro to enhance their experience. - Users find the **feature limitations** of Syncro frustrating, particularly regarding UI, Linux support, and reporting capabilities. - Users find **feature issues** in Syncro, citing outdated interface, limited reporting, and lack of requested enhancements. - Users highlight that Syncro **needs improvement** in automation, customization, and overall workflow efficiency for better usability. #### 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) - [What is Synchro Pro?](https://www.g2.com/discussions/what-is-synchro-pro) - 1 comment - [What is Synchro software used for?](https://www.g2.com/discussions/what-is-synchro-software-used-for) - 3 comments ### 3. [BigTime](https://www.g2.com/products/bigtime/reviews) BigTime Software: The AI-powered professional services platform enabling intelligent decisions and delivering profitable growth. Too many firms rely on disconnected quoting tools, spreadsheets, and manual handoffs between sales and delivery. This creates misaligned expectations, margin erosion, and frustrated clients. BigTime changes that. We unify the entire professional services journey—from scoping and quoting to staffing and invoicing—so you can sell with confidence, deliver with precision, and grow with profitability.
 BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-making by delivering the information you need, when you need it. By streamlining project operations, maximizing resource utilization, accelerating the account receivable cycle, and connecting scattered data sources, BigTime makes it easier for professional services firms to scale and grow. With 2,800+ customers and 20+ years of experience, BigTime is built to get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges while scaling with you for tomorrow’s opportunities. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,687 **How Do G2 Users Rate BigTime?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 8.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind BigTime?** - **Seller:** [BigTime](https://www.g2.com/sellers/bigtime) - **Company Website:** https://bigtime.net/ - **Year Founded:** 2002 - **HQ Location:** Chicago, IL - **Twitter:** @BigTimeSoftware (2,744 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1457823/ (167 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, President - **Top Industries:** Accounting, Architecture & Planning - **Company Size:** 74% Small-Business, 18% Mid-Market #### What Are BigTime's Pros and Cons? **Pros:** - Ease of Use (102 reviews) - Time Tracking (76 reviews) - User Interface (47 reviews) - Tracking Ease (44 reviews) - Intuitive (40 reviews) **Cons:** - Missing Features (22 reviews) - Manual Entry (16 reviews) - Time-Consuming (16 reviews) - Learning Curve (15 reviews) - Software Bugs (15 reviews) ### What Do G2 Reviewers Say About BigTime? *AI-generated summary from verified user reviews* **Pros:** - Users value the **user-friendly interface** of BigTime, making time tracking and expense entry seamless and efficient. - Users value the **user-friendly time tracking** of BigTime, simplifying pay period submissions and daily workload management. - Users appreciate the **user-friendly interface** of BigTime, making time tracking and project management straightforward and efficient. - Users appreciate the **tracking ease** of BigTime, finding it simple and efficient for logging time and managing projects. - Users appreciate the **intuitive interface** of BigTime, finding it easy to navigate and manage their hours efficiently. **Cons:** - Users find the **missing features** in BigTime, such as unclear reporting and difficult invoice adjustments, frustrating. - Users find the **manual entry process cumbersome** , causing interruptions and inefficiencies during their workflow with BigTime. - Users find **customization and resource management time-consuming** , requiring trial and error for optimal dashboard setup. - Users find the **learning curve steep** due to unclear documentation and unintuitive navigation in BigTime. - Users experience occasional **software bugs** that disrupt functionality, particularly with filters and timesheet entries. #### What Are Recent G2 Reviews of BigTime? **"[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) --- **"[Easy to use](https://www.g2.com/survey_responses/bigtime-review-13000892)"** **Rating:** 4.5/5.0 stars *— Swapnil R.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-13000892) --- #### 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 ### 4. [CMap](https://www.g2.com/products/cmap/reviews) 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. **Average Rating:** 4.4/5.0 **Total Reviews:** 272 **How Do G2 Users Rate CMap?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.7/10) - **Portfolio Performance:** 6.2/10 (Category avg: 7.9/10) - **Workflow:** 7.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind CMap?** - **Seller:** [CMAP Software Ltd](https://www.g2.com/sellers/cmap-software-ltd) - **Company Website:** https://www.cmap.io/ - **Year Founded:** 2000 - **HQ Location:** Alderley Edge, GB - **Twitter:** @CMAPSoftware (396 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/cmap-software/ (223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Architect - **Top Industries:** Architecture & Planning, Consulting - **Company Size:** 56% Small-Business, 41% Mid-Market #### What Are CMap's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Project Management (8 reviews) - Customer Support (7 reviews) - Intuitive (7 reviews) - Features (6 reviews) **Cons:** - Limited Features (7 reviews) - Integration Issues (6 reviews) - Limited Functionality (5 reviews) - Complex Usability (4 reviews) - Limitations (4 reviews) ### What Do G2 Reviewers Say About CMap? *AI-generated summary from verified user reviews* **Pros:** - Users find CMap's **ease of use** crucial for organizing and visualizing complex project information efficiently. - Users appreciate the **easy project management** of CMap, benefiting from concise tracking and streamlined resource allocation. - Users commend CMap's **responsive customer support** , ensuring effective onboarding and assistance throughout their experience. - Users value the **intuitive user interface** of CMap, facilitating efficient navigation and manageable processes. - Users value the **clear visual mapping** of complex information that CMap provides, enhancing understanding and organization. **Cons:** - Users find the **limited features** of CMap's reporting and integrations insufficient for their needs and complex to navigate. - Users face **integration issues** with CMap, particularly struggling to connect Finance and reporting systems effectively. - Users find CMap's **limited functionality** frustrating, particularly with complex report building and inconsistent design across pages. - Users find the **report builder complex and unintuitive** , challenging for both understanding and training others effectively. - Users experience **reporting limitations** in CMap, with inconsistent page designs and challenges in generating useful data across functions. #### 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) ### 5. [SuperOps](https://www.g2.com/products/superops/reviews) SuperOps is a unified PSA+RMM platform built for MSPs of all shapes and sizes. SuperOps's platform is built on three principles 1. One for all, all-in-one If you can dream it, you can do it. SuperOps is the only unified MSP that will take the pain out of your everyday tasks. No more switching between five tools to complete one simple task. 2. Get tasks done while you’re asleep We are an automation-first platform. Automation sits at the center of everything we are building at SuperOps.ai. Our platform is designed to save at least three man-hours every week. That’s six days of vacation! Sit back, relax, and leave the grunt work to our platform. 3. Draws you in, blows your mind Our MSP software's human-centered design is beautiful and easy on the eyes. We took great care in crafting the UI because even the little things matter to us. Everything looks better, feels better you wish you had more stuff to do (just to hang out in the software). **Average Rating:** 4.4/5.0 **Total Reviews:** 192 **How Do G2 Users Rate SuperOps?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.7/10) - **Portfolio Performance:** 6.3/10 (Category avg: 7.9/10) - **Workflow:** 7.7/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind SuperOps?** - **Seller:** [SuperOps Inc](https://www.g2.com/sellers/superops-inc) - **Company Website:** https://superops.com/ - **Year Founded:** 2020 - **HQ Location:** Claymont, US - **LinkedIn® Page:** https://www.linkedin.com/company/superops-ai/about (178 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Director - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 84% Small-Business, 14% Mid-Market #### What Are SuperOps's Pros and Cons? **Pros:** - Ease of Use (78 reviews) - Customer Support (66 reviews) - Features (47 reviews) - User Interface (34 reviews) - Intuitive (32 reviews) **Cons:** - Missing Features (45 reviews) - Feature Issues (22 reviews) - Integration Issues (16 reviews) - Access Limitations (15 reviews) - Lack of Integrations (14 reviews) ### What Do G2 Reviewers Say About SuperOps? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of SuperOps, as it's simple to learn and integrate effortlessly. - Users commend SuperOps' **exceptional customer support** , highlighting quick responses and effective guidance for overcoming challenges. - Users appreciate the **growing and improving features** of SuperOps, making it a top choice for MSPs. - Users appreciate the **intuitive and attractive user interface** of SuperOps, enhancing their IT management experience significantly. - Users praise the **intuitive interface** of SuperOps, enhancing workflow efficiency and simplifying IT support management. **Cons:** - Users find SuperOps lacking in **important features** , like user signatures, which impacts proof of service delivery. - Users find **feature issues** with SuperOps, including limited integrations and cumbersome workflows affecting overall usability. - Users feel there are **integration issues** with SuperOps, suggesting improvements for smoother functionality and connectivity. - Users face **access limitations** in SuperOps, requiring downloads to view files and encountering upload size restrictions. - Users note a **lack of integrations** in SuperOps, suggesting improvements for a more seamless experience. #### What Are Recent G2 Reviews of SuperOps? **"[Modern, Fast-Evolving RMM with a Great UI and Strong Integrations](https://www.g2.com/survey_responses/superops-review-12985082)"** **Rating:** 4.5/5.0 stars *— Kevin J. W.* [Read full review](https://www.g2.com/survey_responses/superops-review-12985082) --- **"[All-in-One RMM + Ticketing That Powers Remote-First Automation](https://www.g2.com/survey_responses/superops-review-12986642)"** **Rating:** 5.0/5.0 stars *— Nick M.* [Read full review](https://www.g2.com/survey_responses/superops-review-12986642) --- ### 6. [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability, all in one platform. Headquartered in Cork, Ireland and founded by a team who have run an agency before, Teamwork.com has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,175 **How Do G2 Users Rate Teamwork.com?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 8.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Teamwork.com?** - **Seller:** [Teamwork](https://www.g2.com/sellers/teamwork) - **Company Website:** https://www.teamwork.com - **Year Founded:** 2007 - **HQ Location:** Cork - **Twitter:** @teamwork (1 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1042291/ (545 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 57% Small-Business, 31% Mid-Market #### What Are Teamwork.com's Pros and Cons? **Pros:** - Project Management (52 reviews) - Task Management (51 reviews) - Team Collaboration (50 reviews) - Ease of Use (45 reviews) - Task Tracking (44 reviews) **Cons:** - Learning Curve (22 reviews) - Missing Features (19 reviews) - Limited Features (18 reviews) - Complexity (16 reviews) - Not Intuitive (16 reviews) ### What Do G2 Reviewers Say About Teamwork.com? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effective project management features** of Teamwork.com, enhancing task tracking, automation, and progress visibility. - Users appreciate the **user-friendly task management** of Teamwork.com, enhancing clarity and productivity in project tracking. - Users appreciate the **strong team collaboration features** of Teamwork.com, enhancing focus, task management, and productivity. - Users find Teamwork.com to be incredibly **user-friendly** , making task management and tracking straightforward and efficient. - Users appreciate the **comprehensive task tracking** of Teamwork.com, enhancing project visibility and resource management. **Cons:** - Users find the **learning curve steep** due to overwhelming features and a confusing setup process. - Users find the **missing features** in Teamwork.com limit their experience, particularly in invoicing and task management. - Users find the **limited features** of Teamwork.com hinder performance and cause difficulties with navigation and reporting. - Users find the **setup and onboarding process quite complex** , leading to frustration and delays in using Teamwork.com effectively. - Users find some features of Teamwork.com to be **not intuitive** , causing frustration when navigating task lists and advanced options. #### What Are Recent G2 Reviews of Teamwork.com? **"[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) --- **"[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) --- #### What Are G2 Users Discussing About Teamwork.com? - [How teamwork is important?](https://www.g2.com/discussions/how-teamwork-is-important) - 1 comment - [How much does teamwork cost?](https://www.g2.com/discussions/how-much-does-teamwork-cost) - [How do you use teamwork projects?](https://www.g2.com/discussions/how-do-you-use-teamwork-projects) - [What is teamwork program?](https://www.g2.com/discussions/what-is-teamwork-program) ### 7. [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) SAP Cloud ERP (SAP S/4HANA Cloud) is a modular ERP designed for every business need, powered by AI and analytics. SAP Cloud ERP enables users to run mission-critical operations in real time from anywhere, introduce new business models in any industry, and expand globally. SAP Cloud ERP is a SaaS product and can also be deployed in a hybrid landscape for quicker time to value.​ SAP Cloud ERP is the foundational component of the SAP Business Suite, a seamlessly integrated system of applications, data, and AI that connects and optimizes every part of your business, enabling smarter decisions, real-time insights, and intelligent automation.​ **Average Rating:** 4.4/5.0 **Total Reviews:** 939 **How Do G2 Users Rate SAP Cloud ERP (SAP S/4HANA Cloud)?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.5/10 (Category avg: 7.9/10) - **Workflow:** 9.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind SAP Cloud ERP (SAP S/4HANA Cloud)?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** https://www.sap.com/ - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Consultant, Senior Consultant - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 48% Enterprise, 36% Mid-Market #### What Are SAP Cloud ERP (SAP S/4HANA Cloud)'s Pros and Cons? **Pros:** - Ease of Use (97 reviews) - Cloud-Based (76 reviews) - Functionality (73 reviews) - Efficiency (70 reviews) - Real-Time Data (68 reviews) **Cons:** - Complexity (67 reviews) - Learning Curve (62 reviews) - Learning Difficulty (58 reviews) - Complex Setup (52 reviews) - Limited Customization (47 reviews) ### 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 to be **easy to use** , appreciating its intuitive design and straightforward implementation process. - Users value the **cloud-based architecture** of SAP S/4HANA Cloud for faster implementation and reduced system downtime. - Users value the **functional efficiency** of SAP Cloud ERP, enjoying real-time insights and seamless integration with other SAP tools. - Users appreciate the **real-time processing** capabilities of SAP S/4HANA Cloud, enhancing efficiency in financial management and reporting. - Users value the **real-time data processing** of SAP S/4HANA Cloud, enabling instant insights and data-driven decisions. **Cons:** - Users find the **complexity and restrictions** of SAP Cloud ERP challenging, especially with its costly implementations and limited customization. - Users report a **steep learning curve** for SAP Cloud ERP, making onboarding challenging for new consultants and users. - Users face a **steep learning curve** when adapting to SAP Cloud ERP, making initial use challenging and overwhelming. - Users note the **complex setup** of SAP Cloud ERP, requiring significant consulting support and extensive testing for updates. - Users find the **limited customization options** in SAP S/4HANA Cloud restrictive, especially for specialized business needs. #### What Are Recent G2 Reviews of SAP Cloud ERP (SAP S/4HANA Cloud)? **"[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) --- **"[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) --- #### 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 - [What is SAP S/4HANA Manufacturing solutions used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-manufacturing-solutions-used-for) - 1 comment - [What are the benefits of SAP HANA?](https://www.g2.com/discussions/what-are-the-benefits-of-sap-hana) - 1 comment ### 8. [Magnetic](https://www.g2.com/products/magnetic-software-magnetic/reviews) 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. **Average Rating:** 4.4/5.0 **Total Reviews:** 66 **How Do G2 Users Rate Magnetic?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.7/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 8.3/10 (Category avg: 10/10) **Who Is the Company Behind Magnetic?** - **Seller:** [Magnetic Software](https://www.g2.com/sellers/magnetic-software) - **Company Website:** https://www.magnetic.app - **Year Founded:** 2010 - **HQ Location:** London, UK - **Twitter:** @magnetichq (288 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/magnetic-software/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Manager - **Top Industries:** Marketing and Advertising - **Company Size:** 80% Small-Business, 14% Mid-Market #### What Are Magnetic's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Financial Management (8 reviews) - Time Tracking (7 reviews) - Customer Support (5 reviews) - Project Tracking (5 reviews) **Cons:** - Learning Curve (4 reviews) - Access Limitations (3 reviews) - Task Management (3 reviews) - Bug Issues (2 reviews) - Difficult Navigation (2 reviews) ### What Do G2 Reviewers Say About Magnetic? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Magnetic, appreciating its intuitive design and seamless integration for efficient workflow management. - Users value the **comprehensive financial management** capabilities of Magnetic, appreciating streamlined workflows and enhanced profitability visibility. - Users value the **effective time tracking** capabilities of Magnetic, enabling better management of resources and tasks. - Users praise the **excellent customer support** from Magnetic, highlighting reliable assistance and strong relationships with the team. - Users appreciate the **project tracking** capabilities of Magnetic, enabling seamless management and real-time updates across teams. **Cons:** - Users note a **steep learning curve** with Magnetic, requiring training for optimal use and comprehension of its features. - Users find **access limitations** in Magnetic, as it lacks advanced customisation and flexibility for complex workflows. - Users find the **task management interface cumbersome** , especially with complex workflows and nested sub-tasks limitations. - Users report **bug issues** after updates, affecting task completion and overall functionality compared to previous versions. - Users find the **difficult navigation** of Magnetic's task management features challenging and time-consuming to master. #### What Are Recent G2 Reviews of Magnetic? **"[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) --- **"[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) --- #### What Are G2 Users Discussing About Magnetic? - [What is Magnetic used for?](https://www.g2.com/discussions/what-is-magnetic-used-for) ### 9. [Scoro](https://www.g2.com/products/scoro/reviews) Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale. **Average Rating:** 4.5/5.0 **Total Reviews:** 479 **How Do G2 Users Rate Scoro?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 8.6/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Scoro?** - **Seller:** [Scoro](https://www.g2.com/sellers/scoro) - **Company Website:** https://www.scoro.com - **Year Founded:** 2013 - **HQ Location:** London - **Twitter:** @ScoroSoftware (8,204 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/294623/ (144 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 66% Small-Business, 24% Mid-Market #### What Are Scoro's Pros and Cons? **Pros:** - Ease of Use (55 reviews) - Project Management (49 reviews) - Project Tracking (44 reviews) - Time Tracking (38 reviews) - Task Management (35 reviews) **Cons:** - Learning Curve (28 reviews) - Missing Features (13 reviews) - Not Intuitive (13 reviews) - Steep Learning Curve (12 reviews) - Complexity (11 reviews) ### What Do G2 Reviewers Say About Scoro? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for diverse needs. - Users value the **integrated project management** features of Scoro, enhancing task, billing, and team management efficiency. - Users praise the **effective project tracking** in Scoro, seamlessly integrating management, finance, and CRM tools in one platform. - Users find the **time tracking feature** of Scoro extremely helpful and essential for efficient project management. - Users appreciate the **integrated task management** in Scoro, providing seamless visibility into projects, budgets, and workloads. **Cons:** - Users find the **steep learning curve** of Scoro challenging, complicating initial setup and task creation efficiency. - Users note **missing features** , particularly on the mobile version, reducing functionality compared to the desktop experience. - Users find Scoro's interface **not intuitive** , often struggling with functionalities like PTO management compared to other tools. - Users face a **steep learning curve** with Scoro, requiring significant time for new users to adapt effectively. - Users highlight the **complexity** of Scoro, noting that it requires extensive training for new users to adapt. #### What Are Recent G2 Reviews of Scoro? **"[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) --- **"[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) --- #### 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) - [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost) - [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software) ### 10. [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery. **Average Rating:** 4.0/5.0 **Total Reviews:** 555 **How Do G2 Users Rate ConnectWise PSA?** - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.7/10) - **Portfolio Performance:** 6.0/10 (Category avg: 7.9/10) - **Workflow:** 7.5/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind ConnectWise PSA?** - **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise) - **Company Website:** https://www.connectwise.com/ - **Year Founded:** 1982 - **HQ Location:** Tampa, FL - **Twitter:** @ConnectWise (14,926 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/48576/ (3,388 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** President, Network Engineer - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 66% Small-Business, 28% Mid-Market #### What Are ConnectWise PSA's Pros and Cons? **Pros:** - Ease of Use (36 reviews) - Integration (21 reviews) - Integrations (16 reviews) - Feature Richness (15 reviews) - Customer Support (13 reviews) **Cons:** - Learning Curve (24 reviews) - Poor Customer Support (16 reviews) - Complex Usability (15 reviews) - Missing Features (13 reviews) - Performance Issues (10 reviews) ### What Do G2 Reviewers Say About ConnectWise PSA? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of ConnectWise PSA, finding ticket management and client access straightforward and efficient. - Users value the **seamless integration** capabilities of ConnectWise PSA, enhancing workflows and streamlining various business functions. - Users value the **strong integration capabilities** of ConnectWise PSA, enhancing overall workflow and productivity across systems. - Users appreciate the **feature richness** of ConnectWise PSA, benefiting from its all-in-one functionality and strong integration capabilities. - Users value the **exceptional customer support** of ConnectWise PSA, enhancing their project management experience significantly. **Cons:** - Users find the **learning curve steep** with ConnectWise PSA, complicating configuration and adaptation for new users. - Users report **poor customer support** with unresponsive assistance and unresolved issues leading to frustration. - Users find the **complex usability** of ConnectWise PSA laborious, hindering efficient task completion and resource forecasting. - Users desire **missing features** in ConnectWise PSA, particularly more keyboard shortcuts and improvements in the mobile app. - Users experience **performance issues** with ConnectWise PSA, including slow response times and system glitches, hindering 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 - [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control) - [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client) ### 11. [Ruddr Professional Services Automation](https://www.g2.com/products/ruddr-professional-services-automation/reviews) Ruddr is an AI-native Professional Services Automation (PSA) platform that helps professional services organizations manage project delivery, resource planning, financial operations, and business performance in a single system. The platform is designed for consulting firms, agencies, IT services companies, and other project-based organizations with 20 to 2,000 billable employees. Our software supports the full professional services lifecycle, including client management, project 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 **Average Rating:** 4.6/5.0 **Total Reviews:** 332 **How Do G2 Users Rate Ruddr Professional Services Automation?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.9/10 (Category avg: 7.9/10) - **Workflow:** 8.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 9.3/10 (Category avg: 10/10) **Who Is the Company Behind Ruddr Professional Services Automation?** - **Seller:** [Ruddr](https://www.g2.com/sellers/ruddr) - **Company Website:** https://www.ruddr.com - **Year Founded:** 2018 - **HQ Location:** Atlanta, Georgia, United States - **Twitter:** @RuddrHQ (52 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ruddr (24 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Software Engineer, Account Coordinator - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 54% Small-Business, 43% Mid-Market #### What Are Ruddr Professional Services Automation's Pros and Cons? **Pros:** - Ease of Use (38 reviews) - Time Tracking (25 reviews) - Intuitive (20 reviews) - User Interface (16 reviews) - Customer Support (15 reviews) **Cons:** - Report Customization (12 reviews) - Missing Features (11 reviews) - Limited Features (10 reviews) - Learning Curve (9 reviews) - Limited Customization (7 reviews) ### 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 PSA, simplifying project management and resource tracking effectively. - Users value the **efficient time tracking** feature of Ruddr, enhancing project management and resource utilization seamlessly. - Users love the **intuitive interface** of Ruddr, making resource management and time tracking a breeze. - Users love the **clean and intuitive user interface** of Ruddr, enhancing time tracking and project management efficiency. - Users value the **excellent customer support** from Ruddr, ensuring quick and helpful responses to inquiries. **Cons:** - Users note that the lack of **custom report flexibility** limits their ability to tailor data for projects effectively. - Users feel that **basic functionality is missing** in Ruddr, complicating tasks like timesheet approvals and project management. - Users find some **limited features** in Ruddr, noting difficulties with report customization and data syncing issues. - Users find the **learning curve steep** due to challenging setups and limited onboarding for beginners. - Users find the **limited customization** options frustrating, particularly for dashboards and report filters in Ruddr. #### What Are Recent G2 Reviews of Ruddr Professional Services Automation? **"[Intuitive Time Logging and Clear Reporting for Better Team Transparency](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12907642)"** **Rating:** 5.0/5.0 stars *— Keila G.* [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12907642) --- **"[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) --- #### 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 ### 12. [Keka](https://www.g2.com/products/keka/reviews) Keka is a global People and Project Operations Platform designed for growing businesses to align teams, drive performance, and streamline HR, payroll, and project delivery. From hiring and onboarding to time tracking, performance reviews, payroll, and project billing, Keka brings everything together in one flexible, modular system that works across countries, roles, and industries. Built for real-world adoption across HR, finance, and delivery teams, Keka supports both desk and frontline workforces, simplifies compliance in every region, and offers project-level insights for service businesses. Whether you’re managing people, processing payroll, or running billable projects, Keka helps your business scale with clarity—not complexity. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,984 **How Do G2 Users Rate Keka?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.8/10 (Category avg: 7.9/10) - **Workflow:** 8.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Keka?** - **Seller:** [Keka Technologies](https://www.g2.com/sellers/keka-technologies) - **Company Website:** https://www.keka.com - **Year Founded:** 2015 - **HQ Location:** Seattle, US - **Twitter:** @kekahr_official (1,155 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6417440/ (1,213 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** HR Manager, HR Executive - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Mid-Market, 20% Small-Business #### What Are Keka's Pros and Cons? **Pros:** - Ease of Use (805 reviews) - Customer Support (410 reviews) - User Interface (362 reviews) - Intuitive (343 reviews) - Payroll (343 reviews) **Cons:** - Limited Customization (156 reviews) - Poor Customer Support (145 reviews) - Limited Features (143 reviews) - Slow Loading (143 reviews) - Missing Features (119 reviews) ### What Do G2 Reviewers Say About Keka? *AI-generated summary from verified user reviews* **Pros:** - Users love Keka for its **intuitive and user-friendly interface** , simplifying HR tasks and enhancing overall efficiency. - Users commend Keka for its **excellent customer support** , highlighting responsiveness and effective training sessions from the team. - Users highly value Keka's **clean and intuitive user interface** , enhancing navigation for HR teams and employees alike. - Users find Keka's **intuitive interface** facilitates easy navigation, enhancing functionality for both HR professionals and employees. - Users appreciate the **smooth payroll processing** of Keka, finding it accurate and efficient for HR management. **Cons:** - Users express concerns over **limited customization** options in Keka, hindering personalization and adaptability to various needs. - Users express frustration with **poor customer support** due to slow response times and inadequate implementation handling. - Users find the **limited automation options** and fewer email alerts in Keka restrict their efficiency and workflow. - Users express frustration with **slow loading** issues that disrupt their experience and impact productivity. - Users find **missing features** in Keka's performance review and analytics tools, hindering flexibility and user experience. #### What Are Recent G2 Reviews of Keka? **"[Powerful HRMS with Opportunities for Enhanced Customization](https://www.g2.com/survey_responses/keka-review-12995912)"** **Rating:** 5.0/5.0 stars *— Amit T.* [Read full review](https://www.g2.com/survey_responses/keka-review-12995912) --- **"[User-Friendly HR Platform That Simplifies Attendance, Leave, Payroll, and Performance](https://www.g2.com/survey_responses/keka-review-12995782)"** **Rating:** 4.0/5.0 stars *— Kiran S.* [Read full review](https://www.g2.com/survey_responses/keka-review-12995782) --- #### 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 - [What is KEKA software?](https://www.g2.com/discussions/what-is-keka-software) - 4 comments, 1 upvote ### 13. [SuiteProjects Pro](https://www.g2.com/products/suiteprojects-pro/reviews) 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. **Average Rating:** 3.7/5.0 **Total Reviews:** 225 **How Do G2 Users Rate SuiteProjects Pro?** - **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.5/10 (Category avg: 7.9/10) - **Workflow:** 8.6/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind SuiteProjects Pro?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Company Website:** https://www.oracle.com/middleware/technologies/api-manager.html - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Mid-Market, 29% Enterprise #### What Are SuiteProjects Pro's Pros and Cons? **Pros:** - Reporting Efficiency (2 reviews) - Ease of Use (1 reviews) - Intuitive (1 reviews) - Invoicing (1 reviews) - Project Management (1 reviews) **Cons:** - Bug Issues (1 reviews) - Complex Usability (1 reviews) - Difficult Setup (1 reviews) - Learning Curve (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About SuiteProjects Pro? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **reporting efficiency** of SuiteProjects Pro, simplifying project management and enhancing overall productivity. - Users appreciate the **ease of use** of SuiteProjects Pro, finding it intuitive for managing all project tasks. - Users value the **intuitive design** of SuiteProjects Pro, making complex project management easy and efficient. - Users appreciate the **invoicing features** of SuiteProjects Pro, finding it easy to track billable hours efficiently. - Users appreciate the **stable performance and comprehensive project management tools** of SuiteProjects Pro for effective planning. **Cons:** - Users experience **bug issues** with the UI, finding it finicky and prone to malfunctions, which affects usability. - Users find the **complex usability** of SuiteProjects Pro challenging, particularly regarding its intricate UI and report flexibility. - Users find the **difficult setup** of SuiteProjects Pro to be challenging, impacting initial usability despite its effectiveness later. - Users find the **initial learning curve and setup complexity** challenging, though it ultimately enhances enterprise project management. - Users highlight **missing features** in SuiteProjects Pro, specifically regarding UI complexity and limited flexibility in reporting tools. #### What Are Recent G2 Reviews of SuiteProjects Pro? **"[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) --- **"[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) --- #### 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) - [What is NetSuite OpenAir?](https://www.g2.com/discussions/what-is-netsuite-openair) - [What is OpenAir software?](https://www.g2.com/discussions/what-is-openair-software) ### 14. [Wrike](https://www.g2.com/products/wrike/reviews) Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt **Average Rating:** 4.2/5.0 **Total Reviews:** 4,453 **How Do G2 Users Rate Wrike?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.0/10 (Category avg: 7.9/10) - **Workflow:** 8.7/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Wrike?** - **Seller:** [Wrike, Inc.](https://www.g2.com/sellers/wrike-inc) - **Company Website:** https://www.wrike.com - **Year Founded:** 2006 - **HQ Location:** San Diego, CA - **Twitter:** @wrike (13,574 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/612239/ (1,254 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Marketing Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 43% Mid-Market, 35% Small-Business #### What Are Wrike's Pros and Cons? **Pros:** - Project Management (576 reviews) - Team Collaboration (528 reviews) - Task Management (515 reviews) - Organization (413 reviews) - Ease of Use (400 reviews) **Cons:** - Learning Curve (305 reviews) - Not Intuitive (261 reviews) - Missing Features (252 reviews) - Limited Features (214 reviews) - Task Management (186 reviews) ### What Do G2 Reviewers Say About Wrike? *AI-generated summary from verified user reviews* **Pros:** - Users love how Wrike enhances **project management and collaboration** , making teamwork seamless and productivity soaring. - Users value the **seamless team collaboration** in Wrike, significantly enhancing productivity and project visibility across departments. - Users value Wrike for its **effective task management** , enhancing collaboration and streamlining project tracking within teams. - Users enjoy the **centralized organization** of Wrike, enhancing productivity and simplifying project management effortlessly. - Users enjoy the **intuitive ease of use** with Wrike, facilitating seamless collaboration and project management. **Cons:** - Users find the **learning curve steep** for Wrike, impacting adoption and proficiency among team members. - Users find Wrike to be **not intuitive** , struggling with complexity and a steep learning curve from the beginning. - Users find Wrike's **missing features** hinder effective sprint planning, notifications can overwhelm and task management becomes complex. - Users find the **limited features** of Wrike hinder effective project management and make usage less intuitive. - Users find the **task search and navigation challenging** , especially with cluttered projects and time-tracking limitations. #### What Are Recent G2 Reviews of Wrike? **"[Wrike Keeps My Assignments and Deadlines Effortlessly on Track](https://www.g2.com/survey_responses/wrike-review-13035518)"** **Rating:** 4.5/5.0 stars *— Aashu J.* [Read full review](https://www.g2.com/survey_responses/wrike-review-13035518) --- **"[Wrike is an essential part of our Marketing project management. ](https://www.g2.com/survey_responses/wrike-review-4839019)"** **Rating:** 5.0/5.0 stars *— Kristen P.* [Read full review](https://www.g2.com/survey_responses/wrike-review-4839019) --- #### 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) - 4 comments - [What should you check for when selecting your tool for a project?](https://www.g2.com/discussions/what-should-you-check-for-when-selecting-your-tool-for-a-project) - [What are the features of project management?](https://www.g2.com/discussions/wrike-what-are-the-features-of-project-management) - 2 comments ### 15. [Resource Management by Smartsheet](https://www.g2.com/products/resource-management-by-smartsheet/reviews) Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help. **Average Rating:** 4.0/5.0 **Total Reviews:** 139 **How Do G2 Users Rate Resource Management by Smartsheet?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.3/10 (Category avg: 7.9/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Resource Management by Smartsheet?** - **Seller:** [Smartsheet](https://www.g2.com/sellers/smartsheet) - **Year Founded:** 2005 - **HQ Location:** Bellevue, WA - **Twitter:** @Smartsheet (26,366 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/167700/ (4,022 employees on LinkedIn®) - **Ownership:** NYSE: SMAR **Who Uses This Product?** - **Who Uses This:** Project Manager - **Top Industries:** Design, Marketing and Advertising - **Company Size:** 51% Small-Business, 40% Mid-Market #### What Are Resource Management by Smartsheet's Pros and Cons? **Pros:** - Ease of Use (4 reviews) - Integrations (4 reviews) - Project Tracking (4 reviews) - Automation (3 reviews) - Easy Integration (3 reviews) **Cons:** - Access Limitations (3 reviews) - Limitations (3 reviews) - Billing Issues (2 reviews) - Inaccurate Data (2 reviews) - Inadequate Reporting (2 reviews) ### What Do G2 Reviewers Say About Resource Management by Smartsheet? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Smartsheet, appreciating its flexible features and user-friendly interface. - Users value the **seamless integration** with Smartsheet, enhancing collaboration and efficiency across projects and tools. - Users value the **intuitive project tracking** feature, enabling efficient resource management and strategic planning across projects. - Users appreciate the **automation capabilities** of Smartsheet's Resource Management, enhancing efficiency and simplifying project management processes. - Users value the **easy integration** with Smartsheet, allowing seamless connections across projects and tools for efficient management. **Cons:** - Users face **access limitations** in Resource Management, complicating updates and navigation while impeding overall efficiency. - Users face **limitations** regarding detailed task-level management, reporting flexibility, and time tracking adoption consistency. - Users often face **billing issues** while managing tedious updates, glitches, and unhelpful customer support in Resource Management. - Users report **inaccurate data** issues, with unreliable time tracking and cumbersome schedule management impacting their experience. - Users find **inadequate reporting** capabilities limit advanced analysis, requiring workarounds for deeper insights in Resource Management. #### What Are Recent G2 Reviews of Resource Management by Smartsheet? **"[Effective Resource Planning with Setup Hiccups](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444)"** **Rating:** 4.0/5.0 stars *— Aditya A.* [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444) --- **"[Resource Management tool](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146)"** **Rating:** 4.5/5.0 stars *— Angie L.* [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146) --- #### What Are G2 Users Discussing About Resource Management by Smartsheet? - [What is Resource Management by Smartsheet used for?](https://www.g2.com/discussions/what-is-resource-management-by-smartsheet-used-for) ### 16. [PSOHUB.](https://www.g2.com/products/psohub/reviews) PSOhub is PSA software purpose-built for professional services organizations: IT firms, consultancies, marketing agencies, and financial services teams. It covers the entire delivery cycle in one connected platform, from quoting and project management through resource and capacity planning, time and expense tracking, and invoicing. Built by a founding team with over 30 years of combined experience in professional services, and trusted by organizations across 40+ countries. From quote to project When a quote is accepted, the project is ready to start. Tasks are structured, budgets are set, and the team is assigned. Project managers get a real-time view of task progress, budget burn, and margin at every stage, so there are no surprises at month-end. Most professional services teams run 6 to 10 separate tools. PSOhub replaces that stack so data flows without manual handovers at every step. Resource and capacity planning The AI scheduling layer automatically assigns and reschedules resources based on skills, live capacity, and current utilization. When someone hits full utilization, the system flags it and suggests moving tasks to another team member with headroom. Keeping utilization high without blowing deadlines used to mean constant manual oversight. With PSOhub, it largely handles itself. Time and expense tracking Time and expenses connect directly to each project's budget and contract type. Whether billing fixed-fee, time and material, or retainer, hours log against the right scope and invoices generate without a manual reconciliation step. AI project and risk management The AI Copilot generates a full project plan, including financials, team assignment, and timeline, in around 10 seconds, drawing on the organization's own historical data rather than generic benchmarks. It monitors margins continuously, flags scope creep early, including situations like a senior consultant logging hours on a junior task, and generates risk assessments with concrete recommended actions. Integrations For teams using HubSpot as their CRM, a native two-way integration connects closed deals directly to projects, with time logs flowing back to the CRM. Also integrates with SAP Business One, QuickBooks, Xero, and Salesforce. Works for organizations of 10 to 1,000+. **Average Rating:** 4.2/5.0 **Total Reviews:** 207 **How Do G2 Users Rate PSOHUB.?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.7/10) - **Portfolio Performance:** 6.3/10 (Category avg: 7.9/10) - **Workflow:** 7.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind PSOHUB.?** - **Seller:** [PSOHUB.](https://www.g2.com/sellers/psohub) - **Company Website:** https://www.psohub.com/ - **Year Founded:** 2020 - **HQ Location:** Bussum, North Holland, Netherlands - **Twitter:** @PSOhub (38 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/64996832/ (16 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 66% Small-Business, 32% Mid-Market #### What Are PSOHUB.'s Pros and Cons? **Pros:** - Ease of Use (44 reviews) - Time Tracking (38 reviews) - Project Management (29 reviews) - Project Tracking (26 reviews) - Intuitive (21 reviews) **Cons:** - Not Intuitive (15 reviews) - Limited Customization (11 reviews) - Limited Features (10 reviews) - Time Tracking Issues (10 reviews) - Complex Usability (9 reviews) ### What Do G2 Reviewers Say About PSOHUB.? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of PSOHUB, which streamlines project management with its intuitive interface and automation. - Users appreciate the **easy time tracking** and seamless integration, enhancing project management efficiency and data output. - Users appreciate the **simplicity and ease of use** of PSOHUB, enhancing their project management efficiency. - Users love the **ease of project tracking** in PSOHUB, appreciating its user-friendly interface and efficient data management. - Users find the **intuitive user interface** of PSOHUB easy to use, enhancing task organization and efficiency. **Cons:** - Users find PSOHUB **not intuitive** , facing challenges with navigation and understanding certain features effectively. - Users find the **limited customization options** for reports restrictive, impacting their overall experience with PSOHUB. - Users find the **limited features** of PSOhub restrict customization options and overall functionality compared to competitors. - Users face significant **time tracking issues** with PSOHUB, affecting task management and overall efficiency. - Users find PSOHUB to have a **complex usability** , making initial navigation and feature understanding quite challenging. #### What Are Recent G2 Reviews of PSOHUB.? **"[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) --- **"[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) --- #### What Are G2 Users Discussing About PSOHUB.? - [What is PSOHUB. used for?](https://www.g2.com/discussions/what-is-psohub-used-for) ### 17. [Projectworks](https://www.g2.com/products/projectworks/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 205 **How Do G2 Users Rate Projectworks?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 9.2/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Projectworks?** - **Seller:** [Projectworks](https://www.g2.com/sellers/projectworks) - **Company Website:** https://projectworks.com - **Year Founded:** 2019 - **HQ Location:** San Mateo, California - **Twitter:** @projectworksltd (28 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/projectworks-io/ (77 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Director - **Top Industries:** Information Technology and Services, Consulting - **Company Size:** 65% Small-Business, 32% Mid-Market #### What Are Projectworks's Pros and Cons? **Pros:** - Ease of Use (82 reviews) - Project Management (63 reviews) - User-Friendly (38 reviews) - User Interface (37 reviews) - Comprehensive Features (36 reviews) **Cons:** - Limited Features (23 reviews) - Missing Features (23 reviews) - Limited Customization (19 reviews) - Reporting Issues (18 reviews) - Learning Curve (17 reviews) ### What Do G2 Reviewers Say About Projectworks? *AI-generated summary from verified user reviews* **Pros:** - Users find Projectworks' **ease of use** exceptional, simplifying invoicing, scheduling, and project management all in one platform. - Users appreciate the **effective centralization and streamlining** of Projectworks, significantly enhancing management across multiple regions. - Users appreciate the **user-friendly interface** of Projectworks, enabling effective and intuitive management of complex projects. - Users highlight the **user-friendly interface** of Projectworks, facilitating reliable management and collaboration across diverse teams. - Users appreciate the **comprehensive features** of Projectworks, enabling streamlined management and powerful integration for their consulting businesses. **Cons:** - Users find **limited features** in Projectworks hinder the overall project management experience and require costly upgrades for better integration. - Users find Projectworks has a **lack of essential features** on mobile and limited flexibility in forecasting tools. - Users note **limited customization** in reporting and workflows, causing minor frictions during fast-paced tasks. - Users find **reporting issues** in Projectworks, citing complications in custom reports and limited export options. - Users face a steep **learning curve** with Projectworks, requiring time to fully grasp its interface and capabilities. #### 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 ### 18. [COR](https://www.g2.com/products/cor/reviews) Running an agency means juggling projects, people, and profit margins — all at once. Most tools help you track work. COR helps you protect your profitability. COR is the Profit Operating System for modern agencies. Built for the way agency teams actually operate, COR gives you real-time visibility into where your margins are going, before it's too late to act. What makes COR different: Profit-first, not just project-first. While other platforms focus on task management, COR tracks what actually matters: margin per project, per client, per team. Know your profitability at a glance — no spreadsheets, no surprises. AI governance that actually works. COR orchestrates humans and AI agents with the controls your agency needs — smart workload recommendations, automated time tracking, and predictive forecasting that tells you where you'll land before you get there. Benchmarks that give you an edge. COR's platform surfaces industry benchmarks so you know how your agency stacks up — and where your biggest opportunities for improvement are. Data-driven decisions, built into your daily workflow. Whether you're a 40-person agency or a 200-person network agency, COR gives you the clarity and confidence to scale profitably. Finally — one platform where your projects, your people, and your profits all live together. **Average Rating:** 4.4/5.0 **Total Reviews:** 103 **How Do G2 Users Rate COR?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.7/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind COR?** - **Seller:** [COR](https://www.g2.com/sellers/cor) - **Company Website:** https://www.projectcor.com/ - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @COR (869 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/project-cor/ (285 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Public Relations and Communications - **Company Size:** 50% Small-Business, 48% Mid-Market #### What Are Recent G2 Reviews of COR? **"[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) --- **"[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) --- #### 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) ### 19. [Klient PSA](https://www.g2.com/products/klient-psa/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 79 **How Do G2 Users Rate Klient PSA?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.0/10 (Category avg: 7.9/10) - **Workflow:** 9.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Klient PSA?** - **Seller:** [Klient Software](https://www.g2.com/sellers/klient-software) - **Year Founded:** 2014 - **HQ Location:** Laval, Québec, Canada - **Twitter:** @klientapp (205 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/9256575/ (35 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 54% Small-Business, 42% Mid-Market #### What Are Klient PSA's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Project Management (4 reviews) - Comprehensive Features (3 reviews) - Flexibility (3 reviews) - Resource Management (3 reviews) **Cons:** - Learning Curve (2 reviews) - Missing Features (2 reviews) - Steep Learning Curve (2 reviews) - Time-Consumption (2 reviews) - Unnecessary Customization (2 reviews) ### What Do G2 Reviewers Say About Klient PSA? *AI-generated summary from verified user reviews* **Pros:** - Users find Klient PSA to be **intuitive and easy to use** , with an organized interface enhancing their daily workflow. - Users value the **reliable project management** and integrated invoicing of Klient PSA, enhancing data accuracy and workflow. - Users commend the **comprehensive features** of Klient PSA, highlighting its balance of simplicity and adaptability. - Users value the **exceptional flexibility** of Klient PSA, allowing easy customization to suit diverse consulting workflows. - Users appreciate the **efficient resource management** in Klient PSA, enabling clear project visibility and informed decision-making. **Cons:** - Users experience a **steep learning curve** initially, requiring time to configure Klient PSA to their workflows. - Users note the **missing features** in Klient PSA, such as revenue recognition limitations and lack of customizable PDF options. - Users note a **steep learning curve** when configuring Klient PSA, requiring time to fully understand the system. - Users experience **time-consumption** due to the complexity of Klient PSA's forecasting features, requiring significant learning and effort. - Users find the **unnecessary customization** in Klient PSA challenging, needing adjustments to align with their processes effectively. #### 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) ### 20. [VOGSY](https://www.g2.com/products/vogsy-vogsy/reviews) 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. **Average Rating:** 4.7/5.0 **Total Reviews:** 37 **How Do G2 Users Rate VOGSY?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.7/10) - **Portfolio Performance:** 8.7/10 (Category avg: 7.9/10) - **Workflow:** 8.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind VOGSY?** - **Seller:** [VOGSY](https://www.g2.com/sellers/vogsy) - **Company Website:** https://www.vogsy.global - **Year Founded:** 2015 - **HQ Location:** Boston, MA - **Twitter:** @VOGSY_PSA (84 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vogsy/ (14 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 84% Small-Business, 11% Mid-Market #### What Are VOGSY's Pros and Cons? **Pros:** - Ease of Use (4 reviews) - Integrations (4 reviews) - Easy Integrations (3 reviews) - Implementation Ease (3 reviews) - Onboarding (3 reviews) **Cons:** - Integration Issues (1 reviews) - Lack of Integrations (1 reviews) - Limited Customization (1 reviews) - Missing Features (1 reviews) - Time Tracking Issues (1 reviews) ### What Do G2 Reviewers Say About VOGSY? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of VOGSY, enjoying smooth onboarding and intuitive design for operational needs. - Users value the **seamless QuickBooks integration** of VOGSY, enhancing operational efficiency and data accuracy across teams. - Users value the **easy integrations** of VOGSY, enhancing operational efficiency across their IT landscape effortlessly. - Users highlight the **easy implementation** of VOGSY, facilitating quick onboarding and seamless integration into existing workflows. - Users find the **onboarding process seamless and intuitive** , allowing quick implementation without disrupting ongoing projects. **Cons:** - Users experience **integration issues** with VOGSY, particularly needing more native options for HR compliance and time-tracking. - Users desire more **native integration options** with specialized HR platforms to improve efficiency and compliance with labor laws. - Users desire more **customization options** for reports in VOGSY to enhance their overall experience. - Users desire **missing features** in VOGSY, specifically a more comprehensive purchase order process for vendor interactions. - Users face **time tracking issues** due to double-entry requirements, 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) ### 21. [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews) 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. **Average Rating:** 4.3/5.0 **Total Reviews:** 776 **How Do G2 Users Rate Deltek Replicon Time?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.7/10) - **Portfolio Performance:** 7.1/10 (Category avg: 7.9/10) - **Workflow:** 7.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Deltek Replicon Time?** - **Seller:** [Deltek](https://www.g2.com/sellers/deltek) - **Company Website:** https://www.deltek.com/ - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek (6,574 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/163414/ (4,776 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Office Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Mid-Market, 41% Small-Business #### What Are Deltek Replicon Time's Pros and Cons? **Pros:** - Features (13 reviews) - Time Tracking (12 reviews) - Ease of Use (11 reviews) - Efficiency (7 reviews) - Tracking Ease (7 reviews) **Cons:** - Limited Customization (8 reviews) - Reporting Issues (6 reviews) - Non-intuitive Usage (5 reviews) - Not Intuitive (5 reviews) - Timesheet Issues (4 reviews) ### What Do G2 Reviewers Say About Deltek Replicon Time? *AI-generated summary from verified user reviews* **Pros:** - Users value the **flexible reporting options** in Deltek Replicon Time, enhancing efficiency and aiding in audits. - Users praise the **effective time tracking** of Deltek Replicon, which enhances accuracy and budget management for projects. - Users appreciate the **intuitive interface** of Deltek Replicon Time, making time tracking and leave management effortless. - Users appreciate the **efficiency** of Deltek Replicon in automating time tracking and simplifying project management. - Users appreciate the **tracking ease** of Deltek Replicon, streamlining time management and enhancing project visibility. **Cons:** - Users find the **limited customization options** frustrating, impacting effective use and personalized organization of time tracking. - Users find the **reporting issues** frustrating, as they can lead to inaccuracies and a lack of customization options. - Users find the **non-intuitive usage** of Deltek Replicon Time creates confusion and complicates the reporting process. - Users find the interface **not intuitive** , leading to confusion and difficulty in utilizing reporting features effectively. - Users find the **complexity of the interface** challenging, especially when managing reports and backlog efficiently. #### What Are Recent G2 Reviews of Deltek Replicon Time? **"[Simple, Web-Based UI You Can Access Anywhere](https://www.g2.com/survey_responses/deltek-replicon-time-review-13029867)"** **Rating:** 4.5/5.0 stars *— Chris P.* [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-13029867) --- **"[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 - [What is a PSA in technology?](https://www.g2.com/discussions/what-is-a-psa-in-technology) - 2 comments - [What is Replicon software?](https://www.g2.com/discussions/what-is-replicon-software) - 2 comments ### 22. [Naverisk](https://www.g2.com/products/naverisk/reviews) Naverisk is a robust All-in-One IT services platform for MSPs and IT Pro’s. Naverisk combines RMM, Service Desk, PSA and 100% free Data Protection into a single powerful solution. Our excellent global 24x7 support also means you can get real time help when you need it. **Average Rating:** 4.7/5.0 **Total Reviews:** 71 **How Do G2 Users Rate Naverisk?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.7/10) - **Portfolio Performance:** 9.4/10 (Category avg: 7.9/10) - **Workflow:** 10.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 9.5/10 (Category avg: 10/10) **Who Is the Company Behind Naverisk?** - **Seller:** [Naverisk](https://www.g2.com/sellers/naverisk) - **Year Founded:** 2010 - **HQ Location:** Auckland CBD, Auckland - **Twitter:** @Naverisk (426 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1557974/ (21 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Owner - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 90% Small-Business, 8% Mid-Market #### What Are Naverisk's Pros and Cons? **Pros:** - Reliability (3 reviews) - Customer Support (2 reviews) - Ease of Use (2 reviews) - Client Management (1 reviews) - Community Engagement (1 reviews) **Cons:** - Inefficient Ticketing System (1 reviews) - Login Issues (1 reviews) - Poor Design (1 reviews) - Ticketing Issues (1 reviews) - UX Improvement (1 reviews) ### What Do G2 Reviewers Say About Naverisk? *AI-generated summary from verified user reviews* **Pros:** - Users value the **high reliability** of Naverisk, consistently praising its stability and excellent customer support. - Users value the **excellent customer support** from Naverisk, praising their responsiveness and technical expertise. - Users appreciate the **ease of use** of Naverisk, finding it intuitive and quick to implement for daily tasks. - Users value the **high-quality support** from Naverisk, praising their reliability and expertise in IT management. - Users value the **high-quality community engagement** from Naverisk, noting their responsive support and expertise in IT solutions. **Cons:** - Users find the **ticketing system clunky** , which impacts overall efficiency but is still usable. - Users often face **login issues** that necessitate logging out and back in to access full features. - Users feel the **interface is outdated** and require a modern refresh for better usability. - Users find the **ticketing system a bit clunky** , although it remains functional for their needs. - Users feel the **interface is a bit dated** and would benefit from a modern refresh for better usability. #### What Are Recent G2 Reviews of Naverisk? **"[Fully Featured, Stable, and Highly Reliable](https://www.g2.com/survey_responses/naverisk-review-12003113)"** **Rating:** 5.0/5.0 stars *— Shannon H.* [Read full review](https://www.g2.com/survey_responses/naverisk-review-12003113) --- **"[Perfect Pricing and Local Hosting That Fits My Needs](https://www.g2.com/survey_responses/naverisk-review-12658821)"** **Rating:** 5.0/5.0 stars *— Kevin D.* [Read full review](https://www.g2.com/survey_responses/naverisk-review-12658821) --- #### What Are G2 Users Discussing About Naverisk? - [What is Naverisk RMM & PSA used for?](https://www.g2.com/discussions/what-is-naverisk-rmm-psa-used-for) ### 23. [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team – so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge – by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome – with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way — and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors — including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability. Leading organizations like Deloitte, Sage, and Hitachi trust Kantata, and our customers consistently achieve a 33% increase in on-time project delivery. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,451 **How Do G2 Users Rate Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.7/10) - **Portfolio Performance:** 7.3/10 (Category avg: 7.9/10) - **Workflow:** 7.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?** - **Seller:** [Kantata (formerly Mavenlink + Kimble)](https://www.g2.com/sellers/kantata-formerly-mavenlink-kimble) - **Company Website:** https://kantata.com - **Year Founded:** 2008 - **HQ Location:** Irvine, CA - **Twitter:** @GoKantata (11,518 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/gokantata/ (473 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 57% Mid-Market, 30% Small-Business #### What Are Kantata Professional Services Automation (formerly Mavenlink+ Kimble)'s Pros and Cons? **Pros:** - Project Management (33 reviews) - Project Tracking (27 reviews) - Ease of Use (23 reviews) - Reporting Efficiency (22 reviews) - Report Generation (20 reviews) **Cons:** - Complex Usability (17 reviews) - Learning Curve (15 reviews) - Not Intuitive (14 reviews) - Task Management (14 reviews) - Lack of Customization (11 reviews) ### What Do G2 Reviewers Say About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **all-in-one project management** features of Kantata, enabling efficient tracking of budgets, timelines, and resources. - Users appreciate the **real-time project tracking** capabilities of Kantata, enhancing efficiency and decision-making for their teams. - Users value the **ease of use** of Kantata, benefiting from streamlined workflows and integrated task tracking. - Users value the **robust reporting efficiency** of Kantata, enabling customized insights and real-time data for project management. - Users commend the **custom report generation** in Kantata, enhancing project management with tailored data insights. **Cons:** - Users find the **dashboard creation process complex** and the overall usability of Kantata quite challenging and rigid. - Users face a **steep learning curve** for data manipulation and training, impacting overall efficiency with the software. - Users find some features **not intuitive** , requiring extra effort to understand and optimize the system effectively. - Users find the **task management system overly manual** , complicating project tracking and requiring significant time investment. - Users express frustration over the **lack of customization** in Kantata, hindering project management and user experience significantly. #### 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 - [What is a good project management software?](https://www.g2.com/discussions/kantata-cloud-for-professional-services-formerly-mavenlink-kimble-what-is-a-good-project-management-software) - 1 comment - [How much does MavenLink cost?](https://www.g2.com/discussions/how-much-does-mavenlink-cost) - 1 comment ### 24. [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. At the core of this is Nitro, Rocketlane's agentic execution layer: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA. **Average Rating:** 4.7/5.0 **Total Reviews:** 831 **How Do G2 Users Rate Rocketlane?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.7/10) - **Portfolio Performance:** 9.0/10 (Category avg: 7.9/10) - **Workflow:** 9.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Rocketlane?** - **Seller:** [Rocketlane Corp](https://www.g2.com/sellers/rocketlane-corp-a131cbb6-f2af-4f5b-a775-6d3bc6cda8e6) - **Company Website:** https://www.rocketlane.com/ - **Year Founded:** 2020 - **HQ Location:** Walnut, US - **Twitter:** @RocketlaneHQ (1,470 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/rocketlane/ (290 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Software Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Mid-Market, 28% Small-Business #### What Are Rocketlane's Pros and Cons? **Pros:** - Project Management (41 reviews) - Ease of Use (34 reviews) - Team Collaboration (29 reviews) - Project Tracking (26 reviews) - Task Management (25 reviews) **Cons:** - Missing Features (16 reviews) - Slow Performance (14 reviews) - Filtering Issues (10 reviews) - Learning Curve (10 reviews) - Limited Customization (10 reviews) ### What Do G2 Reviewers Say About Rocketlane? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **extensive features** of Rocketlane, enhancing onboarding and implementation efficiency in a cohesive platform. - Users find Rocketlane's **ease of use** exceptional, allowing quick report generation and flexible customization for various teams. - Users value the **seamless team collaboration** in Rocketlane, enhancing organization and alignment across projects and stakeholders. - Users value the **easy project tracking** in Rocketlane, enhancing organization and efficiency in client collaboration. - Users value the **comprehensive task management features** of Rocketlane, enabling streamlined onboarding and efficient project handling. **Cons:** - Users face significant challenges due to **missing features** , particularly the lack of customer health scores and customization. - Users experience **slow performance** during project management, especially when data entry increases, complicating their workflow. - Users face numerous **filtering issues** and complicated migration processes with Rocketlane, leading to frustration and inefficiencies. - Users find the **learning curve challenging** , requiring significant understanding and resources for effective implementation. - Users notice **limited customization** options in Rocketlane, hindering their ability to tailor reports effectively for customers. #### 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) --- **"[End-to-End PSA with Real-Time Reporting, Customization, and Leading AI Automation](https://www.g2.com/survey_responses/rocketlane-review-12717042)"** **Rating:** 4.5/5.0 stars *— Kristen R.* [Read full review](https://www.g2.com/survey_responses/rocketlane-review-12717042) --- #### What Are G2 Users Discussing About Rocketlane? - [What is Rocketlane used for?](https://www.g2.com/discussions/what-is-rocketlane-used-for) ### 25. [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) Deltek Vantagepoint is an AI-powered, project-based ERP that helps architecture, engineering, and consulting firms manage projects and financials in one application — so teams gain clarity, speed, and profitability across the entire project lifecycle. It connects pipeline, people, projects, and financials from pursuit through to project closeout, eliminating handoffs and data silos. With embedded AI, predictive insights, and intuitive workflows, Vantagepoint enables firms to win the right work, plan smarter, deliver profitable projects, and close the month faster. Best for: Professional services firms in architecture, engineering, and consulting that need a single ERP built for the way project-based businesses actually work — not a generic system with project features bolted on. Use cases:  Build a healthier pipeline by connecting client, pursuit, and resource intelligence in one CRM  Assign the right people to the right projects by balancing workloads and forecasting demand  Keep projects on track with predictive metrics, project-specific KPIs, and automated notifications  Speed up billing cycles and improve cash flow with automated invoice approvals and interactive billing  Simplify time entry and expense capture using AI-powered Timesheet Assist and intelligent character recognition Key Features:  Ask Dela — the AI orchestrator that answers questions, surfaces insights, and completes tasks  Smart Summaries for firms and projects — concise, AI-generated executive briefings  Interactive dashboards and KPIs with Deltek Clarity A&E industry benchmarks  Resource management with skills-based search, capacity planning, and Gantt-based project scheduling  Automated AP invoice processing, draft invoice markups, and Vantagepoint Payments for AR and AP automation Why project-based firms choose Vantagepoint:  One application replaces disconnected systems across the full project lifecycle. Vantagepoint connects pipeline, resource planning, project delivery, and financials — eliminating the data gaps and duplicate work caused by stitching separate tools together.  AI is embedded where teams already work — not added as a separate tool. Ask Dela, Smart Summaries, Dela Insights, Timesheet Assist, and intelligent character recognition operate inside daily workflows to reduce manual effort and surface insights at the point of decision.  Purpose-built for architecture, engineering, and consulting firms. Workflows, financial structures, and reporting are designed around project- based operations — including multi-company, multi-currency project financials — so firms do not need to force-fit a generic ERP. Used by: Architecture, engineering, and consulting firms — from growing practices to large multi-office enterprises — rely on Vantagepoint to run their project-based operations. 98% of the Top 500 Architecture and Engineering firms rely on Deltek, and more than 2,000 companies run their business on Vantagepoint. **Average Rating:** 4.1/5.0 **Total Reviews:** 662 **How Do G2 Users Rate Deltek Vantagepoint?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.7/10) - **Portfolio Performance:** 7.1/10 (Category avg: 7.9/10) - **Workflow:** 7.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Deltek Vantagepoint?** - **Seller:** [Deltek](https://www.g2.com/sellers/deltek) - **Company Website:** https://www.deltek.com/ - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek (6,574 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/163414/ (4,776 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accountant - **Top Industries:** Architecture & Planning, Civil Engineering - **Company Size:** 62% Mid-Market, 16% Small-Business #### What Are Deltek Vantagepoint's Pros and Cons? **Pros:** - Ease of Use (102 reviews) - Project Management (69 reviews) - Features (58 reviews) - Customizability (37 reviews) - Reporting Efficiency (35 reviews) **Cons:** - Missing Features (36 reviews) - Poor Reporting (33 reviews) - Complex Usability (31 reviews) - Access Limitations (25 reviews) - Learning Curve (25 reviews) ### What Do G2 Reviewers Say About Deltek Vantagepoint? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **exceptional ease of use** in Deltek Vantagepoint, enhancing efficiency and simplifying project management. - Users value the **ease of project tracking** in Deltek Vantagepoint, enhancing efficiency with seamless resource planning and reporting. - Users value the **user-friendly functionality** of Deltek Vantagepoint, enhancing efficiency in billing and reporting tasks. - Users value the **customizability** of Deltek Vantagepoint, enhancing their financial and operational insights with tailored features. - Users value the **reporting efficiency** of Deltek Vantagepoint, enabling easy data creation and improved usability for all. **Cons:** - Users find the **missing features** in Deltek Vantagepoint frustrating, limiting their efficiency and workflow management. - Users find **poor reporting** capabilities frustrating, with complicated processes and limited customizations hindering effective data analysis. - Users report **complex usability** issues with Deltek Vantagepoint, citing difficulties in navigation and inefficient workflows. - Users experience **access limitations** that hinder functionality and flexibility in project management tasks and reporting. - Users find the **learning curve steep** , citing complex setup and insufficient training resources for effective usage. #### 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 - [Is VantagePoint software any good?](https://www.g2.com/discussions/is-vantagepoint-software-any-good) - 1 comment - [What is Deltek VantagePoint?](https://www.g2.com/discussions/what-is-deltek-vantagepoint) - 1 comment ## 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. Companies evaluating the leading professional services automation solutions typically prioritize the balance between configurability and out-of-the-box workflows, especially for IT consulting firms managing client delivery across multiple engagements. Based on G2 reviews, services delivery leaders evaluate PSA tools by comparing resource utilization tracking, billing complexity coverage, and integrations with their existing ERP and CRM systems. ### 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 Based on G2 reviews, buyers evaluating the leading professional services automation solutions weigh configurability, implementation effort, and how cleanly the platform absorbs the time-tracking, billing, and reporting workflows their teams already run. For consultants and agencies, reviewers consistently call out clean timesheet UX and accurate client invoicing as the workflow features that drive daily adoption across project-based service work. IT consulting firms and MSPs gravitate toward PSA apps that unify ticketing, RMM integration, and contract billing in a single operational hub for managed services delivery. Small IT consulting teams specifically prioritize implementation speed, predictable pricing, and out-of-the-box configurations over deep customization, since most cannot dedicate a full admin to ongoing platform tuning. The reviewer feedback below captures both sides of this tradeoff: what users consistently appreciate, and where leading platforms still fall short. #### 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**