# Best Enterprise Professional Services Automation Software *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, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise 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 Enterprise Business Professional Services Automation category. In addition to qualifying for inclusion in the Professional Services Automation Software category, to qualify for inclusion in the Enterprise Business Professional Services Automation Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. ## How Many Professional Services Automation Software Products Does G2 Track? **Total Products under this Category:** 127 ### Category Stats (May 2026) - **Average Rating**: 4.29/5 (↑0.02 vs Apr 2026) - **New Reviews This Quarter**: 276 - **Buyer Segments**: Small-Business 50% │ Mid-Market 43% │ Enterprise 7% - **Top Trending Product**: Project Insight (+0.456) *Last updated: May 18, 2026* ## How Does G2 Rank Professional Services Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 24,000+ Authentic Reviews - 127+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Top Professional Services Automation Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Autotask](https://www.g2.com/products/autotask/reviews) | 4.3/5.0 (578 reviews) | PSA for managed service providers | "[Streamlined MSP Operations with Powerful Automation and Integrations](https://www.g2.com/survey_responses/autotask-review-12813435)" | | 2 | [BigTime](https://www.g2.com/products/bigtime/reviews) | 4.5/5.0 (1,651 reviews) | Time tracking and billing for consulting firms | "[Reliable and structured tool for time tracking and reporting](https://www.g2.com/survey_responses/bigtime-review-12647447)" | | 3 | [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) | 4.1/5.0 (660 reviews) | PSA for architecture and engineering firms | "[Powerful solution that takes time to setup, train and manage](https://www.g2.com/survey_responses/deltek-vantagepoint-review-5002365)" | | 4 | [Syncro](https://www.g2.com/products/syncro/reviews) | 4.5/5.0 (500 reviews) | Unified IT and security operations for MSPs | "[User-Friendly App that is great for a team in a business](https://www.g2.com/survey_responses/syncro-review-12059675)" | | 5 | [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) | 4.4/5.0 (927 reviews) | Cloud ERP with real-time financial visibility | "[Real-Time Reporting Speed and Unified Integration with Continuous Updates](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12569221)" | | 6 | [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) | 4.7/5.0 (825 reviews) | Customer onboarding with shared client portals | "[End-to-End PSA with Real-Time Reporting, Customization, and Leading AI Automation](https://www.g2.com/survey_responses/rocketlane-review-12717042)" | | 7 | [Keka](https://www.g2.com/products/keka/reviews) | 4.5/5.0 (1,845 reviews) | HR-led PSA for India-based services firms | "[Intuitive, All-in-One HR Platform for Attendance, Leaves, Payroll, and Expenses](https://www.g2.com/survey_responses/keka-review-12850790)" | | 8 | [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) | 4.2/5.0 (1,451 reviews) | PSA with deep Salesforce integration | "[Robust PSA Tool, But Resource Intensive](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-8237586)" | | 9 | [Wrike](https://www.g2.com/products/wrike/reviews) | 4.2/5.0 (4,451 reviews) | Project management with rich sub-task structure | "[Reliable Tool for Project Workflow Management](https://www.g2.com/survey_responses/wrike-review-12818676)" | | 10 | [Scoro](https://www.g2.com/products/scoro/reviews) | 4.5/5.0 (479 reviews) | Centralized PSA for consultancies and agencies | "[All-in-One Solution That Enhances Agency Efficiency](https://www.g2.com/survey_responses/scoro-review-12668796)" | ## Which Type of Professional Services Automation Software Tools Are You Looking For? - [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) *(current)* - [Project Management Software](https://www.g2.com/categories/project-management) - [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) - [Resource Management Software](https://www.g2.com/categories/resource-management) --- **Sponsored** ### Productive Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=156&secure%5Bdisplayable_resource_id%5D=156&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=156&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=42943&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%2Fsmall-business&secure%5Btoken%5D=2f92aa46898b6162d275b1cba456adf9124458b2347ecde576f0447585194c20&secure%5Burl%5D=https%3A%2F%2Fproductive.io%2Flp-professional-services-automation-software%2F%3Futm_source%3Dg2.com%26utm_medium%3Dad%26utm_campaign%3DProfessional%2520Services%2520Automation&secure%5Burl_type%5D=custom_url) --- ## Buyer Guide: Key Questions for Choosing Professional Services Automation Software Software ### What does professional services automation software do? I describe professional services automation, or PSA, as the operational backbone for firms that sell time and expertise. It connects sales pipeline, project planning, resource allocation, time tracking, billing, and revenue recognition into a single workflow. From what I see across reviewer accounts, PSA platforms exist to give consulting, agency, and IT services leaders one source of truth on what is being delivered, by whom, against which budget, and with what margin. ### Why do businesses use professional services automation software? After looking at accounts in this category, I noticed that the recurring problem was visibility. Time, costs, and project status sat in disconnected spreadsheets, and leadership could not answer simple questions about utilization or profitability without a fire drill. From the reviewer patterns I evaluated, several benefits show up consistently: - Reviewers describe time tracking and invoicing flowing from the same source, which removes the reconciliation step where billable hours and invoices used to disagree. - Many appreciate resource planning views that show capacity, allocations, and conflicts in one screen, so staffing decisions stop relying on tribal knowledge. - Users mention margin and profitability dashboards that surface losing projects early enough to course-correct. - Several point to the deal-to-project handoff, where opportunities flow from CRM into delivery without manual setup. ### Who uses professional services automation software primarily? My analysis of reviewer roles shows that PSA platforms serve a layered audience inside services organizations: - **Project managers and delivery leads** plan engagements, assign resources, and track milestones against scope. - **Consultants and billable staff** log hours, manage tasks, and submit timesheets against specific engagements. - **Finance and accounting teams** manage invoicing, revenue recognition, and write-offs. - **Practice and operations leaders** monitor utilization, pipeline-to-delivery flow, and project margin across the firm. ### What types of professional services automation software should I consider? I've found that, according to reviewer feedback, PSA solutions generally fall into several distinct categories: - **Agency-focused PSAs** optimized for creative, marketing, and consulting firms with retainer and project billing. - **IT and MSP PSAs** centered on ticketing, asset management, and recurring service contracts. - **Enterprise PSAs** integrated with Salesforce or major ERPs to support large services arms inside software companies. - **Lightweight time-and-billing tools** aimed at small consultancies and independent practitioners who want simplicity over depth. The right fit depends on the complexity of your billing models, the size of your firm, and how tightly delivery must connect to sales. ### What are the core features to look for in professional services automation software? My evaluation of the review patterns suggests that these are the strongest PSA features to look out for: - Resource planning with capacity, skills, and allocation conflicts in one view. - Time tracking that flows automatically into invoicing and revenue recognition. - Project templates that codify how engagements are scoped and staffed. - Real-time dashboards on utilization, margin, and forecast accuracy. - CRM and accounting integrations that close the loop from sale to cash. - Client-facing portals for status, approvals, and shared documents. ### What trends are shaping professional services automation software right now? I see a few key trends currently impacting the market, based on the latest user feedback I have reviewed: - **AI scheduling assistants** are starting to recommend resource assignments based on skills, availability, and prior project performance. - **Forecasting models are improving** so revenue projections account for pipeline probability, not just signed work. - **Client portals** are becoming a standard expectation rather than a premium feature. - **Tighter integrations** with HubSpot, Salesforce, NetSuite, and QuickBooks are reducing the need for middleware. - **Modern UI rebuilds** are addressing the dated interfaces reviewers consistently flag in legacy products. ### How should I choose professional services automation software? For me, the strongest PSAs are the ones that show me utilization, margin, and pipeline health on a single screen, with time and invoicing already reconciled. When delivery, finance, and sales all read from the same record, service leaders stop guessing and start managing the firm with real data. --- ## What Are the Top-Rated Professional Services Automation Software Products in 2026? ### 1. [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 660 **Why buyers love it?:** From the G2 data I analyzed for Deltek Vantagepoint, I found it to be a solid system of record for project accounting in architecture and engineering. Users value the exportable dashboards and live project data. Despite a learning curve, it fits well within built-environment industries. ### What Do G2 Reviewers Say About Deltek Vantagepoint? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **exceptional ease of use** of Deltek Vantagepoint, enhancing efficiency in project management and resource planning. - Users love the **exceptional ease of project tracking** in Deltek Vantagepoint, enhancing efficiency in managing timelines and resources. - Users appreciate the **cloud-based customizability** and enhanced dashboards of Deltek Vantagepoint for streamlining their work processes. - Users value the **reporting efficiency** of Deltek Vantagepoint, enhancing collaboration and decision-making across teams. - Users value the **customizability** of Deltek Vantagepoint, allowing tailored solutions for diverse business needs and efficient management. **Cons:** - Users find the **reporting capabilities lacking** in Deltek Vantagepoint, highlighting the need for significant improvements. - Users find **missing features** in Deltek Vantagepoint, such as limited resource management and inadequate payroll support. - Users find the **complex usability** of Deltek Vantagepoint frustrating, impacting their efficiency and overall experience. - Users find the **learning curve steep** for Deltek Vantagepoint, making it challenging for newcomers to navigate effectively. - Users express frustration with the **complexity** of Deltek Vantagepoint, finding setup and customization to be onerous and inefficient. #### Key Features - AP Automation - Workflow - Time & Attendance - Purchase Orders - Costs #### What Are Recent G2 Reviews of Deltek Vantagepoint? **"[Powerful solution that takes time to setup, train and manage](https://www.g2.com/survey_responses/deltek-vantagepoint-review-5002365)"** **Rating:** 4.0/5.0 stars *— Kevin N.* [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-5002365) --- **"[User Friendly Project Management](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815)"** **Rating:** 4.5/5.0 stars *— Jeanette N.* [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815) --- #### What Are G2 Users Discussing About Deltek Vantagepoint? - [What is Deltek Vantagepoint used for?](https://www.g2.com/discussions/what-is-deltek-vantagepoint-used-for) - [What is Deltek CRM?](https://www.g2.com/discussions/what-is-deltek-crm) - 1 comment - [What is Deltek Vision software?](https://www.g2.com/discussions/what-is-deltek-vision-software) - 1 upvote ### 2. [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 927 **Why buyers love it?:** Looking through the G2 feedback for SAP Cloud ERP, the platform's ability to streamline accounts and team management is evident. The real-time dashboard provides instant visibility into profits. It is a great fit for growing organizations needing a unified cloud backbone. ### What Do G2 Reviewers Say About SAP Cloud ERP (SAP S/4HANA Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of SAP Cloud ERP, valuing its efficiency and real-time capabilities for daily tasks. - Users value the **cloud-based architecture** of SAP S/4HANA Cloud for its scalability and reduced IT overhead. - Users value the **real-time processing and predefined functionalities** of SAP S/4HANA Cloud, enhancing efficiency and accuracy. - Users value the **enhanced efficiency** of SAP S/4HANA Cloud, with instant transaction processing and real-time financial insights. - Users value the **real-time data capabilities** of SAP S/4HANA Cloud, enhancing decision-making with instant insights and analytics. **Cons:** - Users find the **complexity of implementation** overwhelming, particularly due to restricted customizations and costly training requirements. - Users find the **learning curve steep** , making it tough for new users to navigate SAP Cloud ERP effectively. - Users find the **learning difficulty** for new users steep, requiring extensive training to navigate the system effectively. - Users find the **complex setup** of SAP Cloud ERP challenging, often requiring extensive training and specialized expertise. - Users find that **limited customization** restricts unique processes, increasing reliance on consultants and pushing for standard solutions. #### Key Features - Breadth of Partner Applications - AP Automation - Product Master - AR Automation - Shipping #### What Are Recent G2 Reviews of SAP Cloud ERP (SAP S/4HANA Cloud)? **"[Real-Time Reporting Speed and Unified Integration with Continuous Updates](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12569221)"** **Rating:** 5.0/5.0 stars *— Cem U.* [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12569221) --- **"[SAP S/4HANA Cloud: Instant Processing, Centralized Data, and Seamless Integration](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12772371)"** **Rating:** 5.0/5.0 stars *— Yonis A.* [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12772371) --- #### What Are G2 Users Discussing About SAP Cloud ERP (SAP S/4HANA Cloud)? - [What is SAP S/4HANA Cloud used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-cloud-used-for) - 2 comments, 3 upvotes - [What is SAP S/4HANA Asset Management for resource scheduling used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-asset-management-for-resource-scheduling-used-for) - 1 comment - [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 ### 3. [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 825 **Why buyers love it?:** Rocketlane excels at bridging the gap between project managers and customers, according to G2 reviews, Iooked at. Shared client portals and Salesforce-driven project creation significantly shorten onboarding. It is purpose-built for SaaS implementation teams. ### What Do G2 Reviewers Say About Rocketlane? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Rocketlane, highlighting its intuitive design and streamlined navigation for project management. - Users appreciate the **intuitive user experience** of Rocketlane, making project management simpler and more efficient. - Users value the **visibility into tasks and accounts** in Rocketlane, enhancing project management and accountability. - Users appreciate the **project tracking features** of Rocketlane, enhancing organization and collaboration for increased efficiency. - Users praise the **streamlined team collaboration** provided by Rocketlane, enhancing organization and communication effectiveness. **Cons:** - Users find Rocketlane's **missing features** frustrating, as essential tools and capabilities are still underdeveloped. - Users experience **slow performance** with occasional lags and latency, especially when managing multiple projects. - Users find the **steep learning curve** of Rocketlane challenging, affecting proficiency and onboarding experiences. - Users find **limited customization** in Rocketlane, causing challenges with features and integration that hinder overall productivity. - Users find Rocketlane's interface **not intuitive** , complicating tasks and reducing overall usability due to unclear options. #### Key Features - Creation & Assignment - Planning - Resource Definiton - Dashboards - Planning #### What Are Recent G2 Reviews of Rocketlane? **"[The definitive "Nerve Center" for our project delivery and resource orchestration](https://www.g2.com/survey_responses/rocketlane-review-12802223)"** **Rating:** 5.0/5.0 stars *— Pablo C.* [Read full review](https://www.g2.com/survey_responses/rocketlane-review-12802223) --- **"[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) ### 4. [Wrike](https://www.g2.com/products/wrike/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 4,451 **Why buyers love it?:** Wrike's strength lies in its rich sub-task structure and labeling for complex developer projects, based on the G2 data I examined. The visual hierarchy simplifies assigning tasks across teams. It is a solid choice for groups requiring flexible collaboration features. ### What Do G2 Reviewers Say About Wrike? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effective project tracking** features of Wrike, enhancing organization and productivity across teams. - Users appreciate the **seamless collaboration** features of Wrike, enhancing team productivity and simplifying project management. - Users value the **effective task management** capabilities of Wrike, enhancing organization and team collaboration significantly. - Users praise Wrike for its **superior organization capabilities** , enhancing team collaboration and task management efficiency. - Users find Wrike to be **extremely user-friendly** , facilitating task management and team collaboration effectively. **Cons:** - Users find the **learning curve steep** with Wrike, as its complexity can be overwhelming initially. - Users find Wrike's interface **not intuitive** , making it challenging to train others and perform basic functions. - Users often find **missing features** frustrating, such as a lack of templates and customizability, affecting usability. - Users often find **limited features** in Wrike, particularly in templates and customizability, impacting overall efficiency. - Users find the **initial complexity** of Wrike daunting, impacting ease of use and navigation. #### Key Features - Permissions - Task Prioritization - Calendar View - Scheduling - Baselining / KPIs #### What Are Recent G2 Reviews of Wrike? **"[Reliable Tool for Project Workflow Management](https://www.g2.com/survey_responses/wrike-review-12818676)"** **Rating:** 4.5/5.0 stars *— Daud B.* [Read full review](https://www.g2.com/survey_responses/wrike-review-12818676) --- **"[Managing design work smoothly while keeping projects on track](https://www.g2.com/survey_responses/wrike-review-12736078)"** **Rating:** 5.0/5.0 stars *— Ivy M.* [Read full review](https://www.g2.com/survey_responses/wrike-review-12736078) --- #### What Are G2 Users Discussing About Wrike? - [How is Wrike facilitating project management and team collaboration in fast-paced business environments?](https://www.g2.com/discussions/how-is-wrike-facilitating-project-management-and-team-collaboration-in-fast-paced-business-environments) - 1 comment - [How is Wrike being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-wrike-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [What is Wrike used for?](https://www.g2.com/discussions/wrike-what-is-wrike-used-for) - 3 comments ### 5. [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 683 **Product Description:** Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports. ### What Do G2 Reviewers Say About Certinia PS Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** in Certinia PS Cloud, navigating seamlessly between projects and financial elements. - Users value the **transformative project management capabilities** of Certinia PS Cloud, enhancing efficiency and client collaboration. - Users value the **robust reporting capability** in Certinia PS Cloud, seamlessly integrating with existing Salesforce processes. - Users appreciate the **user-friendly interface** of Certinia PS Cloud, enabling easy project management and integration. - Users value the **native Salesforce integration** of Certinia PS Cloud, enhancing functionality and streamlining processes effectively. **Cons:** - Users find the **learning curve steep** with Certinia PS Cloud due to insufficient formal instruction and documentation. - Users find the **complex usability** of Certinia PS Cloud challenging, especially due to its steep learning curve and cluttered interface. - Users find **difficult customization** in Certinia PS Cloud challenging, needing skills and time for effective configuration adjustments. - Users report **slow performance** with Certinia PS Cloud, leading to frustrations with loading times and overall stability. - Users note the **missing features** in Certinia PS Cloud, highlighting the need for improved UI and resource management tools. #### What Are Recent G2 Reviews of Certinia PS Cloud? **"[Clear Project Visibility with Powerful Dashboards and Reporting](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12668301)"** **Rating:** 5.0/5.0 stars *— Thomas B.* [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12668301) --- **"[Seamless Salesforce Integration Elevates Project Management](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12104462)"** **Rating:** 5.0/5.0 stars *— Pablo R.* [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12104462) --- #### What Are G2 Users Discussing About Certinia PS Cloud? - [What is FinancialForce PSA used for?](https://www.g2.com/discussions/what-is-financialforce-psa-used-for) - 1 comment - [How much does financial force cost?](https://www.g2.com/discussions/financialforce-psa-how-much-does-financial-force-cost) - [What is PSA in software engineering?](https://www.g2.com/discussions/what-is-psa-in-software-engineering) - 1 comment ### 6. [Scoro](https://www.g2.com/products/scoro/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 479 **Why buyers love it?:** Scoro's robust reporting and centralized operations consistently surfaced during my analysis of its G2 reviews. Users appreciate the enhanced automation and growing integrations. It is tailored for consultancies and agencies wanting projects and finances on a single platform. ### What Do G2 Reviewers Say About Scoro? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Scoro, allowing seamless management of projects, tasks, and finances in one platform. - Users value the **clarity and integration** provided by Scoro for managing projects, finances, and reporting efficiently. - Users value the **intuitive project tracking** features of Scoro, enhancing team organization and resource management significantly. - Users value the **intuitive time tracking** features of Scoro, enhancing organization and resource management for smoother project outcomes. - Users appreciate the **clarity and integration** of Scoro for managing tasks, projects, and reporting in one platform. **Cons:** - Users find the **learning curve steep** with Scoro, as adapting from other tools can be challenging. - Users find the **lack of expandable subsections** in Scoro frustrating, complicating the quoting and invoicing process. - Users find Scoro's interface **not intuitive** , requiring extensive training and setup to navigate effectively. - Users find the **steep learning curve** challenging, requiring significant training to navigate Scoro effectively. - Users find the **complexity** of Scoro can lead to a steep learning curve and perceived restrictions in workflow. #### Key Features - Performance and Reliability - Partner Relationship Mgmt. (PRM) - Creation & Assignment - GANTT - Capacity #### What Are Recent G2 Reviews of Scoro? **"[All-in-One Solution That Enhances Agency Efficiency](https://www.g2.com/survey_responses/scoro-review-12668796)"** **Rating:** 4.5/5.0 stars *— Heather E.* [Read full review](https://www.g2.com/survey_responses/scoro-review-12668796) --- **"[Scoro for the win!](https://www.g2.com/survey_responses/scoro-review-9631281)"** **Rating:** 4.5/5.0 stars *— Cheryl H.* [Read full review](https://www.g2.com/survey_responses/scoro-review-9631281) --- #### What Are G2 Users Discussing About Scoro? - [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for) - [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide) - [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project) ### 7. [Kytes](https://www.g2.com/products/kytes/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 64 **Product Description:** At Kytes, we partner closely with our customers, offering AI-enabled Professional Services Automation (PSA) software that digitizes and automates end-to-end project operations for their organization. Tailored for IT/ITES, Pharmaceuticals/Lifesciences, GCC, Professional Services, and Consulting, Kytes PSA software streamlines and accelerates Project Deliveries and Product Development Lifecycle (NPD). Central to our philosophy is a people-first approach. We empower teams to work both independently and collaboratively, ensuring seamless operations. By enhancing operational excellence and maintaining the highest compliance and security standards, our software helps you reduce costs, optimize resources, boost revenue and margins, and build a project management culture in your organization. ### What Do G2 Reviewers Say About Kytes? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Kytes, highlighting its intuitive interface and smooth onboarding process. - Users value the **comprehensive project management features** of Kytes, enhancing efficiency and visibility across tasks. - Users value the **comprehensive project tracking** features of Kytes, which streamline management and enhance overall efficiency. - Users appreciate the **comprehensive resource management** capabilities of Kytes, streamlining project delivery and visibility. - Users value the **team collaboration** in Kytes, finding it effective for project management and resource planning. **Cons:** - Users experience **slow loading times** which can lead to crashes and frustrating delays in report generation and file uploads. - Users often experience **slow performance** , particularly with volume-based reports and file uploads, affecting their overall usage experience. - Users experience a **learning curve** due to confusing menu layouts, though support is helpful in overcoming challenges. - Users express the need for improved **reporting capabilities** and more integration options in Kytes. - Users note the **missing features** in Kytes, including limited reporting and a lack of AI/ML integration options. #### What Are Recent G2 Reviews of Kytes? **"[Essential for Resource-Heavy Project Management](https://www.g2.com/survey_responses/kytes-review-12532967)"** **Rating:** 4.0/5.0 stars *— Sourabh H.* [Read full review](https://www.g2.com/survey_responses/kytes-review-12532967) --- **"[User-Friendly, Seamless Integration, and Reliable Support](https://www.g2.com/survey_responses/kytes-review-12532829)"** **Rating:** 4.5/5.0 stars *— Aditi J.* [Read full review](https://www.g2.com/survey_responses/kytes-review-12532829) --- #### What Are G2 Users Discussing About Kytes? - [What is TouchBase used for?](https://www.g2.com/discussions/what-is-touchbase-used-for) - 1 comment, 1 upvote ### 8. [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 1,451 **Why buyers love it?:** A recurring theme in my assessment of Kantata's G2 reviews is the immense value of unifying project execution and Salesforce data. The easy-to-navigate UI keeps it embedded in daily workflows. It is perfect for services teams already standardized on the Salesforce ecosystem. ### What Do G2 Reviewers Say About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effective project management** capabilities of Kantata, enhancing workflow and maximizing organizational benefits. - Users value the **efficient project tracking** features of Kantata, enhancing workflow and resource management significantly. - Users find Kantata Professional Services Automation to have a **user-friendly interface** , making it easy to navigate and utilize effectively. - Users value the **reporting efficiency** of Kantata, enabling effective resource tracking and informed decision-making for projects. - Users value the **robust report generation** features in Kantata, which enhance visibility and support informed decision-making. **Cons:** - Users find the interface **complex and not intuitive** , which hinders their ability to use Kantata PSA efficiently. - Users face a **steep learning curve** with Kantata as training is necessary to navigate the UI and features effectively. - Users find the interface **not intuitive** , leading to challenges in navigation and requiring additional training for effective use. - Users express frustration over the **lack of flexibility in task management** , citing difficulties in creating custom fields and adding resources. - Users find the **lack of customization** in Kantata PSA hinders reporting and fitting the tool to specific needs. #### Key Features - Task Prioritization - Planning - Resource Definiton - Resource Definiton - Forecasting #### What Are Recent G2 Reviews of Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? **"[Kantata Tailored to Our Consulting Workflow—Better Forecasting with Less Effort](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-12343700)"** **Rating:** 4.5/5.0 stars *— Jason B.* [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-12343700) --- **"[Robust PSA Tool, But Resource Intensive](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-8237586)"** **Rating:** 4.5/5.0 stars *— Erika S.* [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-8237586) --- #### What Are G2 Users Discussing About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? - [How do I effectively manage project budgets using Kantata Professional Services Cloud?](https://www.g2.com/discussions/how-do-i-effectively-manage-project-budgets-using-kantata-professional-services-cloud) - [What is Kantata Cloud for Professional Services (formerly Mavenlink + Kimble) used for?](https://www.g2.com/discussions/what-is-kantata-cloud-for-professional-services-formerly-mavenlink-kimble-used-for) - [What does Mavenlink do?](https://www.g2.com/discussions/what-does-mavenlink-do) - 1 comment ### 9. [BigTime](https://www.g2.com/products/bigtime/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,651 **Why buyers love it?:** Diving into BigTime's G2 feedback, I noticed a strong emphasis on seamlessly converting consulting hours into invoices. Reviewers appreciate the calendar-style timesheets and billable tracking. It's an ideal match for consulting firms needing clean invoicing. ### What Do G2 Reviewers Say About BigTime? *AI-generated summary from verified user reviews* **Pros:** - Users find BigTime's **ease of use** exceptional, streamlining time tracking and project management seamlessly. - Users appreciate the **user-friendly time tracking** of BigTime, which simplifies recording hours and managing resources efficiently. - Users appreciate the **user-friendly interface** of BigTime, making timekeeping and reporting seamless and efficient. - Users value the **tracking ease** of BigTime, appreciating its straightforward expense management and intuitive interface. - Users value the **time-saving features** of BigTime, enhancing productivity through easy tracking and streamlined processes. **Cons:** - Users note a lack of **duplicate expense functionality** in BigTime, making expense entry tedious and repetitive. - Users find BigTime to be **time-consuming** during setup and repetitive when entering similar expenses, impacting efficiency. - Users experience a **steep learning curve** with BigTime, facing challenges in customization and navigation improvements. - Users find the **manual entry process cumbersome** , with issues like lost comments and clunky UI complicating time tracking. - Users experience **software bugs** in BigTime that disrupt billing and complicate reporting, leading to frustration. #### Key Features - Ease of Creating Expense Reports - Tracking Time to Project/Task - Invoice Creation and Delivery - Receipt Capture - Time Tracking #### What Are Recent G2 Reviews of BigTime? **"[Reliable and structured tool for time tracking and reporting](https://www.g2.com/survey_responses/bigtime-review-12647447)"** **Rating:** 5.0/5.0 stars *— Bidyut Jyoti S.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-12647447) --- **"[Strong operational tool for invoicing, tracking, and analytics](https://www.g2.com/survey_responses/bigtime-review-12657814)"** **Rating:** 4.5/5.0 stars *— Brian G.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-12657814) --- #### What Are G2 Users Discussing About BigTime? - [How do I track billable hours accurately using BigTime for client projects?](https://www.g2.com/discussions/how-do-i-track-billable-hours-accurately-using-bigtime-for-client-projects) - [What is BigTime used for?](https://www.g2.com/discussions/what-is-bigtime-used-for) - 1 comment, 1 upvote ### 10. [SuiteProjects Pro](https://www.g2.com/products/suiteprojects-pro/reviews) **Average Rating:** 3.7/5.0 **Total Reviews:** 225 **Product Description:** NetSuite SuiteProjects Pro (formerly known as NetSuite OpenAir) is a Professional Services Automation (PSA) solution that supports the full project delivery lifecycle including planning, resourcing, budgeting, activity tracking, and billing allowing you to gain data-driven, real-time visibility and anytime, anywhere access to project information and performance. With NetSuite SuiteProjects Pro, you can Automate Project billing and invoicing, improve decision-making, and achieve greater insights and monitoring of how projects are performing. OPTIMIZED RESOURCE MANAGEMENT Maintain tighter control of your operations with drag-and-drop resource management tools that allow managers to quickly deploy resources to projects according to job needs, employee skills, experience, and availability to increase resource utilization. IMPROVED PROJECT PROFITABILITY Make it easy to update and report on project status; giving visibility to project analytics such as performance metrics, and budget versus actuals in real-time, using easy-to-read graphs and reports to optimize price, billing rates, and staffing for overall project profitability. COMPLETE PROJECT FINANCIALS Connect project activities with company financials and improve cashflow management with Invoice creation that is streamlined and accurate to reduce Days Sales Outstanding (DSO) and ensure precise accounting and billing throughout the project lifecycle. INCREASED PRODUCTIVITY Automate the entire time and expense reimbursement cycle and boost efficiency by submitting time and expenses from anywhere that is automatically tied to project accounting. With mobile, access from anywhere to stay informed with project status and capture and approve detailed time and expense information. GREATER INSIGHTS AND MONITORING Keep all your data in one centralized location for better visibility and insight into how your projects and organization are performing with robust reporting and analytical tools that can integrate into company financials. ### What Do G2 Reviewers Say About SuiteProjects Pro? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive design** of SuiteProjects Pro, which simplifies project management while providing advanced features. - Users value the **reporting efficiency** of SuiteProjects Pro, which improves project management with intuitive governance tools. - Users value the **intuitive resource management** of SuiteProjects Pro, enhancing project governance and reporting effectively. - Users find that SuiteProjects Pro provides an **excellent time tracking** solution for managing timesheets effectively. **Cons:** - Users experience **bug issues** with SuiteProjects Pro, noting a finicky UI that occasionally malfunctions and feels outdated. - Users find the **difficult setup** challenging, but it functions well for enterprise project management once configured. - Users face a challenging **learning curve** during initial setup, but it ultimately delivers effective project management solutions. - Users find the **poor design** of SuiteProjects Pro frustrating due to its outdated and finicky UI functionality. #### What Are Recent G2 Reviews of SuiteProjects Pro? **"[A useful app for resource planning. It should have AI features](https://www.g2.com/survey_responses/suiteprojects-pro-review-9068743)"** **Rating:** 4.0/5.0 stars *— Erick V.* [Read full review](https://www.g2.com/survey_responses/suiteprojects-pro-review-9068743) --- **"[Intuitive Project Management with Powerful Enterprise Features](https://www.g2.com/survey_responses/suiteprojects-pro-review-11734813)"** **Rating:** 4.5/5.0 stars *— Verified User in Human Resources* [Read full review](https://www.g2.com/survey_responses/suiteprojects-pro-review-11734813) --- #### What Are G2 Users Discussing About SuiteProjects Pro? - [What is OpenAir PSA used for?](https://www.g2.com/discussions/what-is-openair-psa-used-for) - [What does OpenAir PSA do?](https://www.g2.com/discussions/what-does-openair-psa-do) - [What is NetSuite PSA?](https://www.g2.com/discussions/what-is-netsuite-psa) ### 11. [Workday Professional Services Automation](https://www.g2.com/products/workday-professional-services-automation/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 20 **Product Description:** Workday Professional Services Automation (PSA) automates the entire Opportunity to Cash process in one intuitive tool, linked directly to HCM and ERP data like skills, resource availability, project margins, billing and staff utilization, all designed to match the right talent to the right project at the right time. This eliminates siloed systems, reducing manual, error-prone work, and preventing revenue leakage. Workday Services CPQ (Configure, Price, Quote) integrates with your CRM system to track project opportunities as they progress and automatically creates customer facing quotes, contracts and project resourcing plans, reducing several manual steps in the Sales to Service handoff and jumpstarting projects as soon as they are sold. Built with an adaptable architecture, Workday PSA supports flexible and secure project management, finance, accounting, and HR processes all on one platform, allowing for quick adaptation to business changes with "on the fly" reporting. #### What Are Recent G2 Reviews of Workday Professional Services Automation? **"[Workday](https://www.g2.com/survey_responses/workday-professional-services-automation-review-4202669)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/workday-professional-services-automation-review-4202669) --- **"[Glueing Salesforce CMS daily business with HR management](https://www.g2.com/survey_responses/workday-professional-services-automation-review-9414399)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/workday-professional-services-automation-review-9414399) --- ### 12. [Autotask](https://www.g2.com/products/autotask/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 578 **Why buyers love it?:** My analysis of Autotask's G2 reviews reveals a deep, feature-rich PSA tailored for IT service providers. Users highlight centralized service desk operations and robust RMM integrations. While some note an aging interface, it remains a strong fit for established MSPs. ### What Do G2 Reviewers Say About Autotask? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Autotask, appreciating its intuitive interface and seamless integration for efficient management. - Users appreciate the **easy integration** and management of ticket flow, enhancing a smooth workflow experience. - Users value the **efficient ticket management** features of Autotask, appreciating its user-friendly interface and accessibility. - Users appreciate the **automation capabilities** of Autotask, enhancing workflow and operational efficiency across various applications. - Users value the **easy integrations** of Autotask, enhancing their workflow and connectivity with other tools. **Cons:** - Users find the **complex usability** of Autotask overwhelming, especially with its multitude of advanced features. - Users find the **learning curve steep** , requiring significant time and effort to fully understand Autotask's complexities. - Users find Autotask lacking in **essential features** for advanced project management, impacting usability and functionality. - Users note the **limited functionality** of Autotask, indicating a need for improvements and better project workflow flexibility. - Users find the Autotask interface **not user-friendly** , facing challenges with navigation and complex setups. #### Key Features - Automate Ticket Routing - Mobile - Access Management - Customer Profiles - Project Planning #### What Are Recent G2 Reviews of Autotask? **"[Streamlined MSP Operations with Powerful Automation and Integrations](https://www.g2.com/survey_responses/autotask-review-12813435)"** **Rating:** 4.5/5.0 stars *— D S.* [Read full review](https://www.g2.com/survey_responses/autotask-review-12813435) --- **"[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 ### 13. [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 171 **Product Description:** From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform. ### What Do G2 Reviewers Say About Cloud Coach? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** with Cloud Coach, praising its intuitive interface and efficient navigation. - Users highlight the **seamless integration with Salesforce** , making project management effortless and efficient. - Users value the **seamless integrations** of Cloud Coach, enhancing project management efficiency and customization through Salesforce connectivity. - Users love the **easy integration** of Cloud Coach with Salesforce, enabling seamless customization and enhanced data visibility. - Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency. **Cons:** - Users find the **learning curve steep** with Cloud Coach, making initial setup and understanding quite challenging. - Users find the **complexity** of Cloud Coach overwhelming, complicating usage and limiting intuitive functionality. - Users express a desire for **missing features** in Cloud Coach, highlighting the need for enhancements in functionality. - Users feel the **limited customization options** in Cloud Coach can hinder their project management flexibility and efficiency. - Users find Cloud Coach's interface **cumbersome and complex** , making navigation challenging for newer users. #### What Are Recent G2 Reviews of Cloud Coach? **"[Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking](https://www.g2.com/survey_responses/cloud-coach-review-12276021)"** **Rating:** 5.0/5.0 stars *— Beatrice R.* [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021) --- **"[Seamless Salesforce Integration and Powerful Project Management](https://www.g2.com/survey_responses/cloud-coach-review-12110564)"** **Rating:** 4.5/5.0 stars *— Msalazar L.* [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564) --- #### What Are G2 Users Discussing About Cloud Coach? - [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach) - [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool) - [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program) ### 14. [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 519 **Product Description:** Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios. Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries, from technology and consulting to manufacturing and professional services. "After successfully implementing core project and program management capabilities over the past few years, we've built a solid foundation of data and processes. This positions us very well to leverage Gen AI and Planview Anvi to drive the next wave of transformation - enhancing productivity, accelerating adoption, and achieving higher levels of PPM maturity." – Estela Lauricella-Thota, Senior Director of Technology Transformation at Cognizant #### What Are Recent G2 Reviews of Planview AdaptiveWork? **"[Flexibility and Depth, but Challenges in Configuration](https://www.g2.com/survey_responses/planview-adaptivework-review-12756711)"** **Rating:** 4.0/5.0 stars *— Iker R.* [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-12756711) --- **"[Director of Construction & PMO](https://www.g2.com/survey_responses/planview-adaptivework-review-12748316)"** **Rating:** 4.5/5.0 stars *— Timothy G.* [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-12748316) --- #### What Are G2 Users Discussing About Planview AdaptiveWork? - [What are the features of project management?](https://www.g2.com/discussions/planview-adaptivework-what-are-the-features-of-project-management) - [What is clarizen used for?](https://www.g2.com/discussions/what-is-clarizen-used-for) - [What is clarizen one?](https://www.g2.com/discussions/what-is-clarizen-one) ### 15. [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) **Average Rating:** 3.9/5.0 **Total Reviews:** 501 **Product Description:** ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery. ### What Do G2 Reviewers Say About ConnectWise PSA? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of ConnectWise PSA, finding it simple for ticket management and customization. - Users value the **easy integration** with third-party software and the robust features of ConnectWise PSA. - Users value the **extensive integrations** of ConnectWise PSA, enhancing workflow automation and interdepartmental coordination. - Users value the **extensive feature set** of ConnectWise PSA, effectively combining CRM, documentation, and time management tools. - Users appreciate the **excellent customer support** provided by ConnectWise PSA, enhancing their overall experience and satisfaction. **Cons:** - Users face a **steep learning curve** with ConnectWise PSA, making initial setup and adaptation tedious for newcomers. - Users find that **customer support is lacking** , with slow response times and inconsistent assistance during complex issues. - Users find the **complex usability** of ConnectWise PSA frustrating, with tedious configurations hindering effective management. - Users express concerns about **missing features** in ConnectWise PSA, especially in sales, finance, and documentation areas. - Users report significant **performance issues** with ConnectWise PSA, expressing frustration over slow functionality and unreliable updates. #### What Are Recent G2 Reviews of ConnectWise PSA? **"[Very good](https://www.g2.com/survey_responses/connectwise-psa-review-10673101)"** **Rating:** 5.0/5.0 stars *— Harry Q.* [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-10673101) --- **"[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) --- #### What Are G2 Users Discussing About ConnectWise PSA? - [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) - [What is ConnectWise PSA?](https://www.g2.com/discussions/what-is-connectwise-psa) ### 16. [Screendragon](https://www.g2.com/products/screendragon/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 110 **Product Description:** Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. By connecting planning, execution, governance, and reporting in one platform, Screendragon helps teams run work with confidence at scale.​ Designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements, Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and automation beyond basic task management.​ Key capabilities include configurable workflows, automated and AI-assisted approvals, resource and capacity planning, financial forecasting, and advanced operational reporting. The platform adapts to existing processes rather than forcing rigid templates, making it well suited to complex or regulated environments.​ Screendragon is designed to work as part of a broader enterprise ecosystem. It integrates with existing tools and platforms and provides an open API, enabling organisations to extend workflows, automate data exchange, and connect Screendragon to their wider technology stack.​ Trusted by global organisations including Kellogg’s, BP, the International Olympic Committee, TBWA, and McCann Worldgroup. ### What Do G2 Reviewers Say About Screendragon? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **excellent customer support** provided by Screendragon, always eager to find tailored solutions. - Users value the **efficient and responsive team collaboration** that enhances project management and workflow solutions effectively. - Users find Screendragon to be **extremely easy to use** , requiring little training and enhancing workflow and collaboration. - Users value the **flexibility** of Screendragon, allowing adaptation to diverse projects and workflows across teams globally. - Users value the **quick response** from the Screendragon team, appreciating their efficiency and flexibility in addressing urgent needs. **Cons:** - Users face **platform limitations** that can affect functionality and make the experience feel less dynamic. - Users find the **complexity of the admin console and settings** to be a challenging aspect of Screendragon. - Users find the **complexity of the admin console** and settings challenging, impacting the overall user experience. - Users find that **report generation is confusing** , as it requires technical skills and lacks user-friendly options. - Users find **reporting inadequate** , as building reports manually can be too technical and sometimes cumbersome. #### What Are Recent G2 Reviews of Screendragon? **"[Intuitive and Streamlined Project Management with Exceptional Support](https://www.g2.com/survey_responses/screendragon-review-12436350)"** **Rating:** 5.0/5.0 stars *— Chelsea L.* [Read full review](https://www.g2.com/survey_responses/screendragon-review-12436350) --- **"[Highly Customizable Tool with Responsive, Always-Available Support](https://www.g2.com/survey_responses/screendragon-review-12465497)"** **Rating:** 4.0/5.0 stars *— Louis C.* [Read full review](https://www.g2.com/survey_responses/screendragon-review-12465497) --- #### What Are G2 Users Discussing About Screendragon? - [What is your experience with Screendragon for managing creative projects, and how does it compare to other tools?](https://www.g2.com/discussions/what-is-your-experience-with-screendragon-for-managing-creative-projects-and-how-does-it-compare-to-other-tools) - [What is Screendragon used for?](https://www.g2.com/discussions/what-is-screendragon-used-for) ### 17. [Keka](https://www.g2.com/products/keka/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,845 **Why buyers love it?:** Based on the G2 data I analyzed, Keka impressed me with its seamless consolidation of HR, payroll, and project tracking for services-led businesses. Users praise the clean interface and intuitive navigation. It serves as a strong integrated HRIS and PSA solution for growing firms in India. ### What Do G2 Reviewers Say About Keka? *AI-generated summary from verified user reviews* **Pros:** - Users praise Keka for its **ease of use** , simplifying HR tasks like payroll processing and attendance tracking. - Users appreciate the **intuitive design** of Keka, making HR management seamless and enhancing overall efficiency. - Users appreciate Keka for its **simple and accurate payroll processing** , making salary adjustments and attendance management effortless. - Users appreciate Keka for its **simple and intuitive interface** , making routine tasks effortless and efficient. - Users enjoy the **user-friendly interface** of Keka, finding it simple and accessible even for beginners. **Cons:** - Users express disappointment over **missing features** in Keka, including limitations in payroll processing and reporting accuracy. - Users are disappointed with the **limited features** of Keka, citing rigidity and insufficient customization options. - Users find **limited customization** options in Keka, struggling to adapt it to their unique organizational needs. - Users experience **slow loading** issues with Keka, affecting accessibility and functionality during peak hours. - Users express frustration with **poor customer support** , especially due to limited availability and inadequate assistance. #### Key Features - Expense Management - Performance - User, Role, and Access Management - Web Portal - Automatic Tax Payment #### What Are Recent G2 Reviews of Keka? **"[User Friendly Experience & One-stop solution with Keka](https://www.g2.com/survey_responses/keka-review-11277641)"** **Rating:** 5.0/5.0 stars *— Kalpana S.* [Read full review](https://www.g2.com/survey_responses/keka-review-11277641) --- **"[Intuitive, All-in-One HR Platform for Attendance, Leaves, Payroll, and Expenses](https://www.g2.com/survey_responses/keka-review-12850790)"** **Rating:** 5.0/5.0 stars *— Prasanth N.* [Read full review](https://www.g2.com/survey_responses/keka-review-12850790) --- #### What Are G2 Users Discussing About Keka? - [Which software is best for payroll?](https://www.g2.com/discussions/keka-hr-which-software-is-best-for-payroll) - 6 comments, 3 upvotes - [Is KEKA a good company?](https://www.g2.com/discussions/is-keka-a-good-company) - 5 comments, 6 upvotes - [What is HR and payroll software?](https://www.g2.com/discussions/what-is-hr-and-payroll-software) - 3 comments, 4 upvotes ### 18. [BigTime Projector](https://www.g2.com/products/bigtime-projector/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 131 **Product Description:** Projector PSA, now powered by Big Time Software, is a cloud-based Professional Services Automation tool specifically designed for managing delivery organizations. Modules for Project Accounting, Project Delivery and Resource Management enable better profit margins, utilization rates and operational efficiency. Projector BI provides PSO specific analytics and intelligence to measure and manage at every level and model your future success. Integrate with your CRM for extended visibility into pipeline revenue and staffing. Projector’s out of the box functionality supports multi-currency, multi-company capabilities. Our tech-agnostic approach to integration means no compromising on tech today or in the future. Projector is the PSA built by services professionals to support the specific needs of PSOs and is consistently ranked #1 for customer satisfaction. #### What Are Recent G2 Reviews of BigTime Projector? **"[Projector Professional Services Automation (PSA) software is best for tracking my time and expenses](https://www.g2.com/survey_responses/bigtime-projector-review-7342991)"** **Rating:** 5.0/5.0 stars *— Mohamed I.* [Read full review](https://www.g2.com/survey_responses/bigtime-projector-review-7342991) --- **"[Fantastic product, even better customer service](https://www.g2.com/survey_responses/bigtime-projector-review-7919677)"** **Rating:** 5.0/5.0 stars *— John F.* [Read full review](https://www.g2.com/survey_responses/bigtime-projector-review-7919677) --- #### What Are G2 Users Discussing About BigTime Projector? - [What is Projector PSA used for?](https://www.g2.com/discussions/what-is-projector-psa-used-for) ### 19. [Accelo](https://www.g2.com/products/accelo/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 538 **Product Description:** Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing, and more, regardless of where you are. With an emphasis on time and money, the professional services automation suite gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities, and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders run the business and professionals focus on the most important work. By harnessing powerful automation, managers can easily deliver projects on time and within budget. Accelo's up-to-date and secure analytics give leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business. ### What Do G2 Reviewers Say About Accelo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Accelo for managing multiple business functions effectively in one platform. - Users appreciate the **integration of all project management tools** in Accelo, enhancing efficiency and scaling business operations. - Users value the **efficiency** of Accelo, which streamlines multiple business functions into one integrated platform. - Users value the **integrated client management** features of Accelo, enhancing efficiency and streamlining operations across teams. - Users appreciate the **automated task management** in Accelo, streamlining operations and reducing administrative overhead. **Cons:** - Users express frustration with **missing features** like invoice copying, sync issues, and a limited mobile app experience. - Users report a challenging **learning curve** with Accelo due to extensive configuration and reduced mobile functionality. - Users find **limited features** in Accelo, including poor reporting and inadequate support for multiple businesses or large files. - Users find **limited customization** in Accelo, leading to frustrations with various app functionalities and management features. - Users find the **complexity** of Accelo's interface and features challenging, making navigation and task management difficult. #### What Are Recent G2 Reviews of Accelo? **"[Accelo Keeps Projects, Tasks, and Reporting in Sync - Plus Smooth Xero Integration](https://www.g2.com/survey_responses/accelo-review-12239482)"** **Rating:** 4.0/5.0 stars *— Vijaysing P.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12239482) --- **"[Total control of projects and billing in an integrated and agile platform](https://www.g2.com/survey_responses/accelo-review-12720113)"** **Rating:** 4.0/5.0 stars *— Antonio H.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) --- #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### 20. [Upland PSA](https://www.g2.com/products/upland-psa/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 109 **Product Description:** Upland PSA (formerly Tenrox) helps professional services teams take their business to new heights. Customers around the world use PSA to streamline business operations for time tracking, resource management, project planning, and project financial management. The solution enables professional services teams deliver projects with certainty, assign resources based on skills, cost, and availability, and exceed client expectations every time. Customers love Upland PSA for its complete system configuration, quick start with the essentials, and the expertise that's readily available to them. Learn more at www.uplandsoftware.com/psa/ #### What Are Recent G2 Reviews of Upland PSA? **"[Upland PSA Review](https://www.g2.com/survey_responses/upland-psa-review-4136259)"** **Rating:** 4.5/5.0 stars *— Madonna C.* [Read full review](https://www.g2.com/survey_responses/upland-psa-review-4136259) --- **"[Feature rich project & resource management tool](https://www.g2.com/survey_responses/upland-psa-review-9385094)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer & Network Security* [Read full review](https://www.g2.com/survey_responses/upland-psa-review-9385094) --- #### What Are G2 Users Discussing About Upland PSA? - [What advice do you have for others considering Upland PSA for professional services automation?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-upland-psa-for-professional-services-automation) - [What is Upland PSA used for?](https://www.g2.com/discussions/what-is-upland-psa-used-for) - 1 upvote ### 21. [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 772 **Product Description:** Deltek Replicon Time is an AI-powered time intelligence software that helps project- based firms recover missed billable hours, reduce revenue leakage, and speed up billing cycles. It unifies project time capture, workforce management, time off, and labour compliance in one configurable, cloud-based application — part of the Deltek platform. ZeroTime™, powered by Dela, auto-captures time from 100+ work applications and translates activity into accurate, ready-to-submit timesheets. Best for: Project-based firms — from growing consultancies to global enterprises — managing distributed teams, complex billing models, and evolving labour regulations across multiple regions. Use cases:  Track project billable hours automatically to improve margins and accelerate invoicing  Manage workforce attendance, schedules, overtime, and gross pay calculations in one place  Navigate labour compliance across 145+ jurisdictions in 75+ countries using preconfigured rules  Consolidate disconnected time-tracking systems into a single, scalable application  Capture project expenses and map them to jobs for on-time billing and reimbursement Key Features:  ZeroTime™ intelligent timesheets — AI-powered time capture from 100+ work apps  Configurable project time tracking with flexible approval workflows  Global labour compliance with preconfigured rules for overtime, breaks, leave, and gross pay  CloudClock with facial recognition and voice commands for field and frontline teams  Workforce management — attendance, scheduling, and time-off administration  Seamless integration with ERP, CRM, HCM, payroll, and project management systems  Advanced analytics with custom dashboards, reports, and connections to Tableau and Power BI Why project-based firms choose Replicon Time:  AI captures every billable hour so revenue stops slipping through the cracks. ZeroTime™ auto-populates timesheets from 100+ work apps — eliminating the end-of-week scramble and recovering hours that manual entry misses.  One application replaces fragmented time-tracking systems across the business. Replicon Time brings project time, workforce management, leave, and compliance together — cutting silos and reducing manual errors at source.  Global teams stay compliant without adding operational overhead. Preconfigured rules cover labour laws in 145+ jurisdictions across 75+ countries, with intelligent validation and complete audit trails built in. Used by: Professional services, consulting, government contracting, and technology firms — from mid-market to Fortune 500 — managing complex projects and distributed workforces globally. Replicon Time is FedRAMP Moderate authorized and supports 30+ languages and multiple currencies. Backed by 25+ years of industry leadership in time tracking and workforce management. ### What Do G2 Reviewers Say About Deltek Replicon Time? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Deltek Replicon Time, making time tracking and project management effortless. - Users appreciate the **user-friendly time tracking** of Deltek Replicon Time, making project management and organization effortless. - Users appreciate the **user-friendly interface** of Deltek Replicon Time, simplifying time tracking and project management efficiently. - Users value the **efficiency** of Deltek Replicon Time, appreciating its straightforward interface and effective project management capabilities. - Users commend the **amazing customer support** of Deltek Replicon Time, noting their promptness and readiness to help. **Cons:** - Users face **reporting issues** that hinder accurate organization and consistency, impacting their overall experience with the software. - Users express frustration over **limited customization** options in Deltek Replicon, impacting usability and personalization. - Users find the **data management capabilities** lacking, particularly with export issues and limited reporting options. - Users find the **learning curve challenging** , noting initial confusion and complexity in customizing features and reporting. - Users find the **limited features** of Deltek Replicon Time hinder organization and accurate reporting for fiscal years. #### What Are Recent G2 Reviews of Deltek Replicon Time? **"[Automatic Time Tracking Streamlined Scheduling and Invoicing](https://www.g2.com/survey_responses/deltek-replicon-time-review-12804822)"** **Rating:** 4.5/5.0 stars *— Angelo M.* [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-12804822) --- **"[Intuitive Time Management That Boosts Productivity and Cuts Billing Errors](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319)"** **Rating:** 4.0/5.0 stars *— Ryan K.* [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319) --- #### What Are G2 Users Discussing About Deltek Replicon Time? - [What is Replicon PSA used for?](https://www.g2.com/discussions/what-is-replicon-psa-used-for) - 1 comment - [What does Replicon PSA do?](https://www.g2.com/discussions/what-does-replicon-psa-do) - [What is a PSA tool?](https://www.g2.com/discussions/what-is-a-psa-tool) - 1 comment ## What Is Professional Services Automation Software? [ERP Software](https://www.g2.com/categories/erp) ## What Software Categories Are Similar to Professional Services Automation Software? - [Project Management Software](https://www.g2.com/categories/project-management) - [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) - [Resource Management Software](https://www.g2.com/categories/resource-management) --- ## How Do You Choose the Right Professional Services Automation Software? ### What You Should Know About Professional Services Automation Software ### Professional Services Automation software buying insights at a glance [Professional Services Automation (PSA) software](https://www.g2.com/categories/professional-services-automation) helps services organizations manage how work is delivered, staffed, and billed across projects and clients. As service models grow more complex, spanning multi-project portfolios, mixed billing structures, and tighter margin pressure, manual coordination across disconnected tools often leads to inefficiency and revenue leakage. A dedicated PSA platform centralizes delivery workflows, enforces consistency, and enables service execution at scale. Based on G2 reviews, PSA tools are most commonly adopted to reduce operational fragmentation, improve utilization visibility, and strengthen the link between delivery execution and financial outcomes. The category averages a 4.51/5 rating, with 91% of reviewers giving 4+ stars, reflecting strong buyer confidence as teams move beyond spreadsheets and point solutions. Core use cases include project and portfolio management, time and expense tracking, resource capacity planning, billing, and margin reporting. Reviewers consistently emphasize the need to strike a balance between flexibility and governance. High-performing teams value configurable project and resourcing models, alongside guardrails for time entry, billing rules, and approvals to protect margins. As a result, professional services automation software is increasingly treated not as a back-office admin tool, but as a system of record for forecasting, utilization planning, and executive reporting. ### Top 5 FAQs from software buyers: - What features should I look for in the best professional services automation software? - How does PSA software integrate with [ERP](https://www.g2.com/categories/erp-systems), [CRM](https://www.g2.com/categories/crm), and [accounting](https://www.g2.com/categories/accounting) systems? - What’s the typical ROI from implementing professional services automation tools? - What are the key differences between leading PSA platforms and ERP-based services modules? - How long does it typically take to implement a professional services automation system? G2’s top-rated Professional Services Automation software includes [Autotask](https://www.g2.com/products/autotask/reviews), [Syncro](https://www.g2.com/products/syncro/reviews), [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews), and [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews). ([Source 2](https://www.g2.com/reports)) ### What are the top-reviewed Professional Services Automation on G2? [Autotask](https://www.g2.com/products/autotask/reviews) - Number of Reviews: 360 - Satisfaction: 97 - Market Score: 97 - G2 score: 97 [Syncro](https://www.g2.com/products/syncro/reviews) - Number of Reviews: 195 - Satisfaction: 98 - Market Score: 72 - G2 score: 85 [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews) - Number of Reviews: 136 - Satisfaction: 67 - Market Score: 93 - G2 score: 80 [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - Number of Reviews: 199 - Satisfaction: 90 - Market Score: 66 - G2 score: 78 [Keka](https://www.g2.com/products/keka/reviews) - Number of Reviews: 194 - Satisfaction: 81 - Market Score: 72 - G2 score: 77 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Professional Services Automation #### Feedback Pros: What Users Consistently Appreciate - **Flexible, flat-fee IT management with easy scripting and broad integrations** - _“Scripting things like new computer setups and installing third party software is very easy. As a one man shop with a break-fix/MSP hybrid model I also appreciate one flat fee, and not having to pay per seat. This makes it easy to throw a Syncro agent on all of my non-managed clients for basic monitoring and alerting, as well as ease of remote support in the future. The number of integrations with commonly used tech products is also helpful.”_ _-_ [_Thomas K._](https://www.g2.com/products/syncro/reviews/syncro-review-12114039)_, Syncro Review_ - **Transformative, AI-powered operations with exceptional support** - _“__Rocketlane has revolutionised out operations and reporting and we use it on a daily basis. It's user-friendly, it allows my Team to do things we've never been able to do before. The AI chat bot is one of the best I've seen and the Support Team who's ready to jump in if AI can't help is outstanding. They're very quick to respond. Our relationship with our CSM and TAM is great too - overall, it's a pleasure to work with Rocketlane!”_ _-_ [_Maja B._](https://www.g2.com/products/rocketlane-corp/reviews/rocketlane-review-11697451)_, Rocketlane Review_ - **Centralized ticketing, projects, and billing with strong RMM integration** - _“__Autotask has become an essential part of our daily operations. By keeping all our tickets, projects, and billing centralized, it makes it much easier for our team to stay organized. The integration with Datto RMM functions smoothly, allowing us to connect technical work directly to the service desk. Although it takes a little time to get familiar with the layout, once you do, it proves to be a powerful system that significantly reduces administrative workload.”_ _-_ [_Phillip P._](https://www.g2.com/products/autotask/reviews/autotask-review-11859915)_, Autotask Review_ #### Cons: Where Many Platforms Fall Short - **Project and opportunity workflows feel rigid and complex to configure** - “_I find the project workflow in Autotask could use some updating to better align with our specific needs. Despite discussing this with Kaseya, it remains an area of concern. Additionally, my sales department is dissatisfied with how the opportunities feature functions, as it doesn't fully meet their needs. We are hoping for better guidance on its usage and improvements in managing and viewing opportunities across multiple resources. Moreover, the initial setup of Autotask was challenging due to its size and complexity, requiring a significant investment of time to establish a base configuration.”_ - [David D.](https://www.g2.com/products/autotask/reviews/autotask-review-11658513), Autotask Review - **Confusing permission setup and unreliable tools impact daily workflow** - _“__I find it quite challenging to configure different user permissions effectively. My boss has been trying to figure out my user account permissions for a long time, and yet I still cannot access certain aspects of the platform properly. This makes it quite annoying since some essential features remain out of reach, affecting my workflow. Furthermore, the backgrounding tools that I initially found useful have become increasingly unreliable over time. They don't consistently work, which is frustrating. Although I reached out to customer support to resolve these reliability issues, I did not have much success, which adds to the frustration.”_ _-_ [_Mahmood I._](https://www.g2.com/products/syncro/reviews/syncro-review-11778419)_, Syncro Review_ - **Powerful platform with usability, customization, and support limitations** - _“__My main dislike about SAP S/4HANA Cloud is that even though the system is powerful, the ease of use could still be improved. Some Fiori apps feel unintuitive at first and require extra training. Implementation also takes longer than expected because many processes need to fit into the standard, so customization options are limited. Customer support is helpful but sometimes slow to respond for complex issues. I use the system frequently, and while it offers a wide range of features, a few important ones still feel incomplete or require additional add-ons. Integration with other systems works well overall, but it can become complicated when dealing with non-SAP tools. So the platform is strong, but these areas still have room for improvement.”_ _-_ [_Harsh J._](https://www.g2.com/products/sap-s-4hana-cloud/reviews/sap-s-4hana-cloud-review-12011707)_,_ _SAP S/4HANA Cloud Review_ ### My Expert Takeaway on Professional Services Automation Software Across G2 reviews, professional services automation (PSA) delivers the most value when organizations treat it as an operating discipline rather than a set of loosely connected modules. High-performing teams establish clear ownership over resource planning, time capture, and billing rules early in the rollout, which reduces downstream friction and improves adoption across delivery, finance, and leadership. This pattern is reflected in the dataset, where day-to-day usability and vendor experience score strongly, while setup and administration tend to lag slightly. Teams that achieve the best outcomes with PSA strike a balance between flexibility and governance. While advanced configuration and automation are powerful, ease of use remains a key differentiator for sustained adoption. In IT services and marketing agencies in particular, successful implementations standardize core templates, projects, roles, and rate cards before expanding into custom fields and advanced workflows. When PSA is tightly integrated across delivery, resourcing, and billing, it reduces handoffs and manual rework, becoming the system of record for utilization, margin, and forecasting. For buyers evaluating the best professional services automation software, the core challenge is scaling delivery complexity without slowing teams down. The most effective PSA platforms support disciplined configuration upfront, then enable controlled expansion into deeper analytics, reporting, and integrations as organizational maturity grows. This approach improves trust in the data, minimizes administrative bottlenecks, and drives long-term adoption across services, finance, and executive stakeholders. ### Professional Services Automation Software FAQs #### What is professional services automation software? Professional services automation (PSA) software helps service organizations run their delivery end-to-end, manage projects, schedule resources, capture time/expense, bill, and report on profitability. Instead of stitching spreadsheets and point tools together, PSA centralizes delivery data, allowing teams to forecast utilization, reduce revenue leakage, and standardize client reporting. It’s most common in consultancies, agencies, and IT services firms. #### What are examples of PSA tools? Examples of PSA tools include platforms built for project delivery operations: project + portfolio management, resource capacity planning, timesheets/expenses, invoicing, and margin reporting in one system. Some are services-first suites; others extend from ERP, CRM, or project management ecosystems. In practice, “best fit” depends on whether you need deep financials, lightweight delivery tracking, or strong integrations. #### What is the best PSA software? The best PSA software depends on how your services organization operates, staffing model, billing complexity, and margin tracking needs. On G2, tools like [Kantata (formerly Mavenlink)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews), [Certinia (FinancialForce PSA)](https://www.g2.com/products/certinia-financial-management-cloud/reviews), and [BigTime](https://www.g2.com/products/bigtime/reviews) are consistently rated highly for time tracking, resource forecasting, and billing accuracy. Buyers should compare satisfaction and Market Presence on G2, then validate fit through a real-world workflow pilot. #### What is the difference between ERP and PSA? ERP is primarily a finance-and-operations backbone (general ledger, procurement, inventory, company-wide financial controls). PSA is delivery-centric: planning and tracking services work (projects, staffing, timesheets, and client billing) often feeding clean operational data into the finance system. Some ERPs include PSA modules, but many teams adopt dedicated PSA when they need stronger utilization forecasting, delivery reporting, and services-specific workflows. #### What is a professional services automation system? A professional services automation system is the operational hub that standardizes how services are planned, delivered, and billed. It typically includes project templates, role-based staffing and utilization planning, timesheets/expenses, approvals, invoicing rules, and dashboards for revenue and margin. The goal is consistent delivery governance, allowing leadership to forecast capacity and profitability while teams spend less time on administration. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on: January 9, 2026**