# Best Professional Services Automation Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. PSA systems track operations, related costs, and the revenues they generate. These products are used by consultants, lawyers, marketing account managers, and other professional services industry roles that conduct business on a client-project level. PSA software delivers insight into the business processes of project and portfolio management to improve the efficiency, productivity, and profitability of the project operations in place. This type of software can be used by all departments of a professional services company, from sales and marketing to accounting, as well as by project managers. There are two major types of PSA software—best of breed (which focuses exclusively on professional services) and ERP systems that provide features for PSA combined with functionality for manufacturing or distribution. PSA systems can be integrated with [accounting software](https://www.g2.com/categories/accounting), [CRM software](https://www.g2.com/categories/crm), and [payroll software](https://www.g2.com/categories/payroll) to make a more end-to-end solution. To qualify for inclusion in the Professional Services Automation category, a product must: - Manage customer profiles, sales opportunities, and communications - Include features for contract management and service level agreements (SLA) - Provide project and portfolio management for professional services - Deliver accounting functionality or integrate with accounting software - Track project and portfolio costs such as time and expenses - Record and allocate resources based on necessity and availability - Recognize revenue by project, portfolio, or business unit - Monitor project and portfolio performance, risk, and profitability ## How Many Professional Services Automation Software Products Does G2 Track? **Total Products under this Category:** 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 Professional Services Automation Software Is Best for Your Use Case? - **Leader:** [Autotask](https://www.g2.com/products/autotask/reviews) - **Highest Performer:** [PSOHUB.](https://www.g2.com/products/psohub/reviews) - **Easiest to Use:** [Syncro](https://www.g2.com/products/syncro/reviews) - **Top Trending:** [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - **Best Free Software:** [BigTime](https://www.g2.com/products/bigtime/reviews) ## Which Type of Professional Services Automation Software Tools Are You Looking For? - [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) *(current)* - [Project Management Software](https://www.g2.com/categories/project-management) - [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) - [Resource Management Software](https://www.g2.com/categories/resource-management) --- **Sponsored** ### Wrike Wrike is a comprehensive work management platform designed to help teams and organizations streamline their collaboration, project planning, and task execution. By centralizing all work-related activities in one accessible location, Wrike aims to simplify complex workflows, enhance productivity, and empower users to focus on their most impactful tasks. This platform caters to a diverse range of industries and team sizes, making it a versatile solution for any organization looking to improve its operational efficiency. The target audience for Wrike includes project managers, team leaders, and organizations of all sizes seeking to optimize their workflows. Whether in marketing, IT, or product development, teams can leverage Wrike's features to manage projects more effectively. Specific use cases encompass tracking project progress, assigning tasks, setting deadlines, and facilitating communication among team members. By providing a unified space for collaboration, Wrike helps eliminate silos and fosters a culture of transparency and accountability, which is crucial for successful project execution. Key features of Wrike include customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Users can create tailored workflows that align with their specific processes, ensuring that the platform adapts to their unique needs. The ability to visualize project timelines through Gantt charts and Kanban boards allows teams to monitor progress at a glance, making it easier to identify bottlenecks and adjust plans accordingly. Furthermore, Wrike's integration with popular tools such as Slack, Google Drive, and Microsoft Teams enhances its functionality, allowing users to work seamlessly across different applications and improving overall efficiency. The benefits of using Wrike extend beyond mere task management. By centralizing communication and documentation, teams can reduce the time spent on administrative tasks and focus on delivering results. The platform's scalability means that it can grow alongside an organization, accommodating increasing workloads and team expansions without compromising performance. With over 20,000 customers, including well-known brands like Estée Lauder and Siemens, Wrike has established itself as a reliable partner for organizations aiming to thrive in a competitive landscape, ensuring that teams can work smarter and achieve their goals more effectively. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=156&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1382&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%2Fsmall-business&secure%5Btoken%5D=817c4687eb68f1db4a063ff96918a67ff930b6f9640d9a856e976b46b14cdc93&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Ffeatures%2F&secure%5Burl_type%5D=paid_promos) --- ## Buyer Guide: Key Questions for Choosing Professional Services Automation Software Software ### What does professional services automation software do? I describe professional services automation, or PSA, as the operational backbone for firms that sell time and expertise. It connects sales pipeline, project planning, resource allocation, time tracking, billing, and revenue recognition into a single workflow. From what I see across reviewer accounts, PSA platforms exist to give consulting, agency, and IT services leaders one source of truth on what is being delivered, by whom, against which budget, and with what margin. ### Why do businesses use professional services automation software? After looking at accounts in this category, I noticed that the recurring problem was visibility. Time, costs, and project status sat in disconnected spreadsheets, and leadership could not answer simple questions about utilization or profitability without a fire drill. From the reviewer patterns I evaluated, several benefits show up consistently: - Reviewers describe time tracking and invoicing flowing from the same source, which removes the reconciliation step where billable hours and invoices used to disagree. - Many appreciate resource planning views that show capacity, allocations, and conflicts in one screen, so staffing decisions stop relying on tribal knowledge. - Users mention margin and profitability dashboards that surface losing projects early enough to course-correct. - Several point to the deal-to-project handoff, where opportunities flow from CRM into delivery without manual setup. ### Who uses professional services automation software primarily? My analysis of reviewer roles shows that PSA platforms serve a layered audience inside services organizations: - **Project managers and delivery leads** plan engagements, assign resources, and track milestones against scope. - **Consultants and billable staff** log hours, manage tasks, and submit timesheets against specific engagements. - **Finance and accounting teams** manage invoicing, revenue recognition, and write-offs. - **Practice and operations leaders** monitor utilization, pipeline-to-delivery flow, and project margin across the firm. ### What types of professional services automation software should I consider? I've found that, according to reviewer feedback, PSA solutions generally fall into several distinct categories: - **Agency-focused PSAs** optimized for creative, marketing, and consulting firms with retainer and project billing. - **IT and MSP PSAs** centered on ticketing, asset management, and recurring service contracts. - **Enterprise PSAs** integrated with Salesforce or major ERPs to support large services arms inside software companies. - **Lightweight time-and-billing tools** aimed at small consultancies and independent practitioners who want simplicity over depth. The right fit depends on the complexity of your billing models, the size of your firm, and how tightly delivery must connect to sales. ### What are the core features to look for in professional services automation software? My evaluation of the review patterns suggests that these are the strongest PSA features to look out for: - Resource planning with capacity, skills, and allocation conflicts in one view. - Time tracking that flows automatically into invoicing and revenue recognition. - Project templates that codify how engagements are scoped and staffed. - Real-time dashboards on utilization, margin, and forecast accuracy. - CRM and accounting integrations that close the loop from sale to cash. - Client-facing portals for status, approvals, and shared documents. ### What trends are shaping professional services automation software right now? I see a few key trends currently impacting the market, based on the latest user feedback I have reviewed: - **AI scheduling assistants** are starting to recommend resource assignments based on skills, availability, and prior project performance. - **Forecasting models are improving** so revenue projections account for pipeline probability, not just signed work. - **Client portals** are becoming a standard expectation rather than a premium feature. - **Tighter integrations** with HubSpot, Salesforce, NetSuite, and QuickBooks are reducing the need for middleware. - **Modern UI rebuilds** are addressing the dated interfaces reviewers consistently flag in legacy products. ### How should I choose professional services automation software? For me, the strongest PSAs are the ones that show me utilization, margin, and pipeline health on a single screen, with time and invoicing already reconciled. When delivery, finance, and sales all read from the same record, service leaders stop guessing and start managing the firm with real data. --- ## What Are the Top-Rated Professional Services Automation Software Products in 2026? ### 1. [Autotask](https://www.g2.com/products/autotask/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 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 ### 2. [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 ### 3. [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 ### 4. [Syncro](https://www.g2.com/products/syncro/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 500 **Why buyers love it?:** Syncro stands out in my evaluation of its G2 reviews for its user-friendly interface and proactive monitoring capabilities. The platform allows MSPs to manage multiple devices efficiently without per-device charges. It is well-suited for IT providers seeking unified endpoint management. ### What Do G2 Reviewers Say About Syncro? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Syncro, streamlining troubleshooting, communication, and ticket management effectively. - Users appreciate the **intuitive remote access and asset management** features of Syncro, boosting productivity and efficiency. - Users highlight the **easy setup** of Syncro, making it accessible even for first-time users. - Users value the **seamless integrations** of Syncro, enhancing their experience through unified features and functionalities. - Users appreciate the **automation capabilities** of Syncro, enhancing workflow efficiency and making task management intuitive. **Cons:** - Users find **missing features** such as Linux distro support and real-time messaging hinder Syncro's overall usefulness. - Users note that Syncro requires **improvement in interface design and responsiveness** , impacting overall usability and experience. - Users express a need for **improved features** , including better UI, expanded Linux support, and enhanced reporting tools. - Users experience **feature issues** with Syncro, including limited automation, customization, and problematic ticket management functionality. - Users feel that Syncro's **API and automation features need improvement** for better functionality and user experience. #### Key Features - Integrations - Performance and Reliability - Remote Monitoring - Remote Access - Remote Printing #### What Are Recent G2 Reviews of Syncro? **"[User-Friendly App that is great for a team in a business](https://www.g2.com/survey_responses/syncro-review-12059675)"** **Rating:** 4.0/5.0 stars *— Michael C.* [Read full review](https://www.g2.com/survey_responses/syncro-review-12059675) --- **"[User-Friendly and Efficient for Daily IT Support](https://www.g2.com/survey_responses/syncro-review-10823178)"** **Rating:** 5.0/5.0 stars *— steve t.* [Read full review](https://www.g2.com/survey_responses/syncro-review-10823178) --- #### What Are G2 Users Discussing About Syncro? - [What is Syncro used for?](https://www.g2.com/discussions/what-is-syncro-used-for) - [What is atera RMM?](https://www.g2.com/discussions/syncro-what-is-atera-rmm) - 1 comment - [What is Synchro 4d?](https://www.g2.com/discussions/what-is-synchro-4d) ### 5. [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 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 ### 6. [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) ### 7. [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 ### 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. [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 ### 10. [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) ### 11. [CMap](https://www.g2.com/products/cmap/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 198 **Product Description:** CMap is a PSA software that helps professional services firms, from consultancies to architecture & engineering practices, manage their people, projects, profits and more - all in one place. We help project-based businesses to move on from spreadsheets and retire homegrown, ad-hoc tools to give them complete visibility, clarity, and control over their firm. Whether it’s winning new business, delivering projects, resourcing, billing, or reporting, it can all be done in one easy-to-use platform. CMap is trusted by over 700 service firms around the globe, from executives, operations leaders, finance teams, and project managers, down to individual consultants and architects. We offer four distinct, sector-specific products: CMap Consulting Edition, CMap AEC edition, CMap PIM & CMap Mail. CMap goes far beyond traditional project management or CRM systems. It’s a modular, fully integrated, cloud-based platform designed to support your entire business lifecycle from the first client conversation to the final invoice. Our core features include: - CRM - Win more of the right work. Track opportunities, manage pipelines, and forecast revenue with accuracy. No more fragmented data or endless email chains. - Project Management - Deliver on time and on budget. Plan projects, allocate resources, and monitor progress with live budget-vs-actual insights and milestone tracking. - Resourcing & Capacity Planning - Match the right people to the right projects. Balance workloads, identify bottlenecks early, and make data-driven decisions about hiring and utilization. - Time & Expenses - Give your teams a simple, intuitive way to log time and expenses from any device. Improve compliance and capture billable time effortlessly. - Billing & Financials - Keep cash flowing and admin low. Automate invoicing, track WIP, manage revenue recognition, and connect seamlessly to your accounting software. - Reporting & Business Intelligence - See the full picture. Real-time dashboards and customizable reports turn data into insight, helping you make faster, more confident decisions. CMap helps professional services firms streamline operations, escape
Excel hell, & get back to doing what they do best. ### What Do G2 Reviewers Say About CMap? *AI-generated summary from verified user reviews* **Pros:** - Users find CMap to have a **user-friendly interface** , making project planning and management intuitive and straightforward. - Users appreciate the **ease of use and project management efficiency** that CMap provides, streamlining tasks in one place. - Users praise CMap's **responsive customer support** and thorough onboarding, enhancing their overall experience and effectiveness. - Users praise the **intuitive interface** of CMap, enabling efficient navigation and user engagement throughout the system. - Users value the **clear visual mapping** and project tracking features of CMap, enhancing organization and understanding of complex information. **Cons:** - Users find CMap's **limited features** hinder effective reporting and integration, complicating user experience and efficiency. - Users face significant **integration issues** with CMap, especially when connecting with Finance and utilizing cross-functional reporting. - Users report **limited functionality** in CMap's reporting and integrations, causing frustration and inefficiencies in usage. - Users find the **report builder complex and non-intuitive** , making it challenging to effectively visualize and analyze data. - Users note significant **limitations in reporting and design consistency** , impacting functionality and data integration across CMap. #### What Are Recent G2 Reviews of CMap? **"[Game-Changing Project Planning, Resourcing, and Pricing with CMap](https://www.g2.com/survey_responses/cmap-review-12835335)"** **Rating:** 5.0/5.0 stars *— Gillian A.* [Read full review](https://www.g2.com/survey_responses/cmap-review-12835335) --- **"[Outstanding Human Support and Tailored Onboarding That Helps Us Manage Projects](https://www.g2.com/survey_responses/cmap-review-12788951)"** **Rating:** 4.5/5.0 stars *— Lisa B.* [Read full review](https://www.g2.com/survey_responses/cmap-review-12788951) --- #### What Are G2 Users Discussing About CMap? - [What is CMap used for?](https://www.g2.com/discussions/what-is-cmap-used-for) ### 12. [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 683 **Product Description:** Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports. ### What Do G2 Reviewers Say About Certinia PS Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users 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 ### 13. [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 1,176 **Product Description:** Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability, all in one platform. Headquartered in Cork, Ireland and founded by a team who have run an agency before, Teamwork.com has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com. ### What Do G2 Reviewers Say About Teamwork.com? *AI-generated summary from verified user reviews* **Pros:** - Users value the **powerful project management features** of Teamwork.com, seamlessly enhancing workflow and team collaboration. - Users value the **efficient task management** features of Teamwork.com, enhancing collaboration, prioritization, and productivity across teams. - Users value the **team collaboration features** of Teamwork.com, enhancing workflow organization and project tracking seamlessly. - Users find Teamwork.com to have **excellent ease of use** , simplifying task management and fostering effective collaboration across teams. - Users value the **robust task tracking** features of Teamwork.com, enhancing project management and workflow organization. **Cons:** - Users experience a **steep learning curve** with Teamwork.com, needing time to understand its extensive features and functionality. - Users find the **missing features** in Teamwork.com restrict functionality, hindering task visibility and reporting customization. - Users find Teamwork.com offers **limited features** , lacking customization and modernity compared to more flexible competitors. - Users find Teamwork.com to be **initially complex** , requiring time and training to understand and utilize its features. - Users find Teamwork.com **not intuitive** due to confusing task views and challenges in tracking assigned responsibilities. #### What Are Recent G2 Reviews of Teamwork.com? **"[Reliable Solution for Team Collaboration and Task Management](https://www.g2.com/survey_responses/teamwork-com-review-12674332)"** **Rating:** 4.0/5.0 stars *— Soumyajit B.* [Read full review](https://www.g2.com/survey_responses/teamwork-com-review-12674332) --- **"[Managing Daily Tasks and Professional Workflow More Easily](https://www.g2.com/survey_responses/teamwork-com-review-12845447)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/teamwork-com-review-12845447) --- #### What Are G2 Users Discussing About Teamwork.com? - [How teamwork is important?](https://www.g2.com/discussions/how-teamwork-is-important) - 1 comment - [How much does teamwork cost?](https://www.g2.com/discussions/how-much-does-teamwork-cost) - [How do you use teamwork projects?](https://www.g2.com/discussions/how-do-you-use-teamwork-projects) ### 14. [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 772 **Product Description:** Deltek Replicon Time is an AI-powered time intelligence software that helps project- based firms recover missed billable hours, reduce revenue leakage, and speed up billing cycles. It unifies project time capture, workforce management, time off, and labour compliance in one configurable, cloud-based application — part of the Deltek platform. ZeroTime™, powered by Dela, auto-captures time from 100+ work applications and translates activity into accurate, ready-to-submit timesheets. Best for: Project-based firms — from growing consultancies to global enterprises — managing distributed teams, complex billing models, and evolving labour regulations across multiple regions. Use cases:  Track project billable hours automatically to improve margins and accelerate invoicing  Manage workforce attendance, schedules, overtime, and gross pay calculations in one place  Navigate labour compliance across 145+ jurisdictions in 75+ countries using preconfigured rules  Consolidate disconnected time-tracking systems into a single, scalable application  Capture project expenses and map them to jobs for on-time billing and reimbursement Key Features:  ZeroTime™ intelligent timesheets — AI-powered time capture from 100+ work apps  Configurable project time tracking with flexible approval workflows  Global labour compliance with preconfigured rules for overtime, breaks, leave, and gross pay  CloudClock with facial recognition and voice commands for field and frontline teams  Workforce management — attendance, scheduling, and time-off administration  Seamless integration with ERP, CRM, HCM, payroll, and project management systems  Advanced analytics with custom dashboards, reports, and connections to Tableau and Power BI Why project-based firms choose Replicon Time:  AI captures every billable hour so revenue stops slipping through the cracks. ZeroTime™ auto-populates timesheets from 100+ work apps — eliminating the end-of-week scramble and recovering hours that manual entry misses.  One application replaces fragmented time-tracking systems across the business. Replicon Time brings project time, workforce management, leave, and compliance together — cutting silos and reducing manual errors at source.  Global teams stay compliant without adding operational overhead. Preconfigured rules cover labour laws in 145+ jurisdictions across 75+ countries, with intelligent validation and complete audit trails built in. Used by: Professional services, consulting, government contracting, and technology firms — from mid-market to Fortune 500 — managing complex projects and distributed workforces globally. Replicon Time is FedRAMP Moderate authorized and supports 30+ languages and multiple currencies. Backed by 25+ years of industry leadership in time tracking and workforce management. ### What Do G2 Reviewers Say About Deltek Replicon Time? *AI-generated summary from verified user reviews* **Pros:** - Users 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 ### 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. [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) ### 17. [PSOHUB.](https://www.g2.com/products/psohub/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 206 **Product Description:** PSOhub is PSA software purpose-built for professional services organizations: IT firms, consultancies, marketing agencies, and financial services teams. It covers the entire delivery cycle in one connected platform, from quoting and project management through resource and capacity planning, time and expense tracking, and invoicing. Built by a founding team with over 30 years of combined experience in professional services, and trusted by organizations across 40+ countries. From quote to project When a quote is accepted, the project is ready to start. Tasks are structured, budgets are set, and the team is assigned. Project managers get a real-time view of task progress, budget burn, and margin at every stage, so there are no surprises at month-end. Most professional services teams run 6 to 10 separate tools. PSOhub replaces that stack so data flows without manual handovers at every step. Resource and capacity planning The AI scheduling layer automatically assigns and reschedules resources based on skills, live capacity, and current utilization. When someone hits full utilization, the system flags it and suggests moving tasks to another team member with headroom. Keeping utilization high without blowing deadlines used to mean constant manual oversight. With PSOhub, it largely handles itself. Time and expense tracking Time and expenses connect directly to each project's budget and contract type. Whether billing fixed-fee, time and material, or retainer, hours log against the right scope and invoices generate without a manual reconciliation step. AI project and risk management The AI Copilot generates a full project plan, including financials, team assignment, and timeline, in around 10 seconds, drawing on the organization's own historical data rather than generic benchmarks. It monitors margins continuously, flags scope creep early, including situations like a senior consultant logging hours on a junior task, and generates risk assessments with concrete recommended actions. Integrations For teams using HubSpot as their CRM, a native two-way integration connects closed deals directly to projects, with time logs flowing back to the CRM. Also integrates with SAP Business One, QuickBooks, Xero, and Salesforce. Works for organizations of 10 to 1,000+. ### What Do G2 Reviewers Say About PSOHUB.? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of PSOHUB, enjoying its intuitive interface and efficient project management features. - Users value the **time tracking integration** in PSOHUB, enhancing project management efficiency and overall visibility. - Users appreciate the **user-friendly interface** of PSOHUB, enabling efficient project and time management in one platform. - Users value the **intuitive user interface** of PSOHUB, making project tracking and management seamless and efficient. - Users appreciate the **efficient time tracking** offered by PSOhub, making project management seamless and straightforward. **Cons:** - Users find PSOHUB's dashboard **not intuitive** , struggling to locate reports and understand feature functionalities efficiently. - Users experience **time tracking issues** with PSOHUB, leading to frustration and inefficiencies in managing schedules and tasks. - Users find the **limited customization options** frustrating, hindering their ability to tailor PSOhub to their needs. - Users find the **complex usability** of PSOHUB burdensome, with bugs and unresponsive features complicating their workflow. - Users find the **learning curve steep** , experiencing difficulties with feature navigation and importing data from HubSpot. #### What Are Recent G2 Reviews of PSOHUB.? **"[PSOhub: All-in-One Project Management That Boosts Team Productivity](https://www.g2.com/survey_responses/psohub-review-12754483)"** **Rating:** 4.5/5.0 stars *— M. Arghian T.* [Read full review](https://www.g2.com/survey_responses/psohub-review-12754483) --- **"[PSOHUB Boosts Productivity with Intuitive Drag-and-Drop and Real-Time Collaboration](https://www.g2.com/survey_responses/psohub-review-12819605)"** **Rating:** 5.0/5.0 stars *— Muhammad Ganda R.* [Read full review](https://www.g2.com/survey_responses/psohub-review-12819605) --- #### What Are G2 Users Discussing About PSOHUB.? - [What is PSOHUB. used for?](https://www.g2.com/discussions/what-is-psohub-used-for) ### 18. [Magnetic](https://www.g2.com/products/magnetic-software-magnetic/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 62 **Product Description:** Magnetic is an all-in-one workflow management platform specifically designed for professional services firms. This comprehensive software solution integrates essential project management functionalities into a single, user-friendly system. It encompasses a wide range of capabilities, including account management, business development, traffic management, project management, project finances, time tracking, billing, HR management, and resource scheduling. By consolidating these critical tools, Magnetic aims to streamline operations and enhance productivity within professional services environments. Targeted primarily at professional services firms, Magnetic serves a diverse audience that includes project managers, team leaders, and executives seeking to optimize their workflow processes. The platform is particularly beneficial for organizations that handle multiple projects simultaneously and require a cohesive system to manage various aspects of their operations. With its robust features, Magnetic is well-suited for firms in sectors such as consulting, marketing, and design, where effective project management is crucial for success. One of the standout features of Magnetic is its ability to provide a comprehensive overview of business operations. Users can access key sales metrics, profitability reports, resource availability, and time allocation from any location and at any time. This level of visibility allows teams to make informed decisions quickly, ensuring that projects remain on track and within budget. The platform also facilitates better communication and collaboration among team members, as everyone has access to the same up-to-date information. In addition to its project management capabilities, Magnetic offers tools for time tracking and billing, which are essential for maintaining accurate financial records and ensuring that clients are billed correctly. The HR management feature allows firms to efficiently manage their workforce, including scheduling resources and tracking employee performance. By integrating these functionalities, Magnetic helps firms reduce administrative burdens and focus on delivering high-quality services to their clients. Overall, Magnetic stands out in the workflow management category by providing a comprehensive, all-in-one solution tailored to the unique needs of professional services firms. Its emphasis on visibility, efficiency, and collaboration empowers organizations to optimize their operations, ultimately leading to improved project outcomes and client satisfaction. ### What Do G2 Reviewers Say About Magnetic? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Magnetic, highlighting its intuitive interface and simplified navigation for project management. - Users value the **financial management** capabilities of Magnetic, seamlessly integrating invoicing and budgeting in one platform. - Users value the **multiple time tracking options** in Magnetic, providing flexibility and comprehensive project overviews. - Users value the **effective project coordination and tracking** features, enhancing collaboration and flexibility in managing tasks. - Users appreciate the **excellent customer support** from Magnetic, benefiting from quick assistance and helpful resources. **Cons:** - Users find the learning process for Magnetic a bit challenging, requiring **extensive training** before it becomes user-friendly. - Users note **access limitations** in Magnetic, requiring additional steps for tasks and lacking full accounting capabilities. - Users find the **task management interface rigid** , making navigation challenging as workflows become more complex. - Users report **bug issues** that arise after updates, causing tasks to remain open despite being marked complete. - Users find the **difficult navigation** of Magnetic's task management features to be challenging compared to others. #### What Are Recent G2 Reviews of Magnetic? **"[Reliable and Easy to Use](https://www.g2.com/survey_responses/magnetic-review-12752668)"** **Rating:** 4.5/5.0 stars *— Gerald M.* [Read full review](https://www.g2.com/survey_responses/magnetic-review-12752668) --- **"[Magnetic - Quanita Sideris](https://www.g2.com/survey_responses/magnetic-review-12754755)"** **Rating:** 4.0/5.0 stars *— Quanita S.* [Read full review](https://www.g2.com/survey_responses/magnetic-review-12754755) --- #### What Are G2 Users Discussing About Magnetic? - [What is Magnetic used for?](https://www.g2.com/discussions/what-is-magnetic-used-for) ### 19. [Ruddr Professional Services Automation](https://www.g2.com/products/ruddr-professional-services-automation/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 327 **Product Description:** Ruddr is an AI-native Professional Services Automation (PSA) platform that helps professional services organizations manage project delivery, resource planning, financial operations, and business performance in a single system. The platform is designed for consulting firms, agencies, IT services companies, and other project-based organizations with 20 to 2,000 billable employees. Our software supports the full professional services lifecycle, including client management, project planning, budgeting, task management, resource allocation, time and expense tracking, invoicing, revenue recognition, forecasting, utilization tracking, gross margin analysis, and KPI reporting. The platform also supports more than 150 global currencies, making it suitable for firms operating across multiple regions, subsidiaries, and distributed teams. Ruddr Intelligence, the platform’s embedded AI functionality, enables users to analyze operational data, generate reports and visualizations, answer business questions, and identify trends using natural language prompts. Teams can use AI-powered workflows to reduce manual reporting, improve visibility into project and financial performance, and support faster operational decision-making. Users can also create downloadable custom reports and generate data visualizations for executive reporting and planning. Ruddr is designed to provide enterprise-level functionality with an intuitive user experience and flexible deployment options for growing and established services organizations that need operational visibility, financial oversight, and scalable project management capabilities. Key capabilities include: - Project management, budgeting, forecasting, and resource management - Time tracking, expense management, invoicing, and revenue recognition - AI-powered reporting, analytics, and operational insights through Ruddr Intelligence - Support for multi-currency operations and global professional services teams - Flexible subscription options with monthly or annual billing and free licenses for non-billable users ### What Do G2 Reviewers Say About Ruddr Professional Services Automation? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Ruddr Professional Services Automation exceptional, enhancing their daily operations efficiently. - Users appreciate the **convenient and flexible time tracking** of Ruddr, which simplifies attendance management and budgeting seamlessly. - Users love Ruddr's **intuitive interface** , making resource allocation and time tracking simple and efficient for all users. - Users value the **responsive and feature-rich interface** of Ruddr Professional Services Automation, enhancing productivity and reporting. - Users love the **clean and intuitive user interface** of Ruddr, which greatly enhances project management and time tracking. **Cons:** - Users find **limited report customization** in Ruddr, with features needing improvement for more tailored insights. - Users feel frustrated by the **missing basic functionalities** in Ruddr, which complicates their work processes unnecessarily. - Users note the **limited features** of Ruddr, wishing for more customization options in reporting and invoicing. - Users find Ruddr's interface initially **confusing for beginners** , with advanced features requiring time to master. - Users find the **limited customization** of reports in Ruddr frustrating, impacting their invoicing and project analysis capabilities. #### What Are Recent G2 Reviews of Ruddr Professional Services Automation? **"[Ruddr Centralizes Project Planning, Time Tracking, and Billing Seamlessly](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12470418)"** **Rating:** 5.0/5.0 stars *— Amahle M.* [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12470418) --- **"[Easy Reporting plus QuickBooks Online Integration](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12616772)"** **Rating:** 5.0/5.0 stars *— Wankel G.* [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12616772) --- #### What Are G2 Users Discussing About Ruddr Professional Services Automation? - [What is Ruddr used for?](https://www.g2.com/discussions/what-is-ruddr-used-for) - 1 comment ### 20. [Kytes](https://www.g2.com/products/kytes/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 64 **Product Description:** At Kytes, we partner closely with our customers, offering AI-enabled Professional Services Automation (PSA) software that digitizes and automates end-to-end project operations for their organization. Tailored for IT/ITES, Pharmaceuticals/Lifesciences, GCC, Professional Services, and Consulting, Kytes PSA software streamlines and accelerates Project Deliveries and Product Development Lifecycle (NPD). Central to our philosophy is a people-first approach. We empower teams to work both independently and collaboratively, ensuring seamless operations. By enhancing operational excellence and maintaining the highest compliance and security standards, our software helps you reduce costs, optimize resources, boost revenue and margins, and build a project management culture in your organization. ### What Do G2 Reviewers Say About Kytes? *AI-generated summary from verified user reviews* **Pros:** - Users 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 ### 21. [Resource Management by Smartsheet](https://www.g2.com/products/resource-management-by-smartsheet/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 139 **Product Description:** Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help. ### What Do G2 Reviewers Say About Resource Management by Smartsheet? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Smartsheet, appreciating its integration and straightforward design for project management. - Users value the **comprehensive project tracking** capabilities of Resource Management, enhancing accountability and collaboration for teams. - Users value the **efficient time tracking** capabilities of Resource Management, enhancing project oversight and accountability. - Users value the **seamless integration** with Smartsheet, enhancing project oversight and team collaboration without extra effort. - Users value the **seamless integration** of Resource Management with Smartsheet for comprehensive project oversight and accountability. **Cons:** - Users find the **access limitations** frustrating, especially with time tracking restrictions that hinder flexibility and updates. - Users note **various limitations** including restricted reporting, time tracking adoption issues, and less effective granular management. - Users report **billing issues** stemming from high costs and inefficient task management, complicating overall project oversight. - Users often face **inaccurate data** issues due to inconsistent time tracking and glitches in scheduling functionality. - Users find **inadequate reporting** in Smartsheet, struggling with advanced/custom reporting and dependency management issues. #### What Are Recent G2 Reviews of Resource Management by Smartsheet? **"[Resource Management tool](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146)"** **Rating:** 4.5/5.0 stars *— Angie L.* [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146) --- **"[Effective Resource Planning with Setup Hiccups](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444)"** **Rating:** 4.0/5.0 stars *— Aditya A.* [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444) --- #### What Are G2 Users Discussing About Resource Management by Smartsheet? - [What is Resource Management by Smartsheet used for?](https://www.g2.com/discussions/what-is-resource-management-by-smartsheet-used-for) ### 22. [Klient PSA](https://www.g2.com/products/klient-psa/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 79 **Product Description:** Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Key capabilities include: \* Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. \* Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity. \* Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting. \* Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. \* Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA: \* Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. \* Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. \* Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead. \* Scalability: Whether you’re onboarding 10 new consultants or expanding to new markets, Klient PSA supports your growth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time. ### What Do G2 Reviewers Say About Klient PSA? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Klient PSA, appreciating its intuitive design and straightforward implementation. - Users value Klient PSA for its **effective project management** capabilities, integrating seamlessly with Salesforce for optimal workflow. - Users appreciate the **comprehensive features** of Klient PSA, noting its ease of use and adaptability for various workflows. - Users commend Klient PSA for its **flexibility** , allowing seamless customization that enhances consulting workflows significantly. - Users highlight the **excellent resource management** of Klient PSA, facilitating visibility and decision-making in consulting projects. **Cons:** - Users experience a challenging **learning curve** initially while configuring Klient PSA to their workflows, but it performs well afterward. - Users note the **missing features** in Klient PSA, such as revenue recognition and customizable proposals, affecting functionality. - Users note a **steep learning curve** in configuring Klient PSA, requiring time to master the platform's functionalities. - Users find that **time consumption** for revenue and cost forecasting hinders efficiency and requires significant effort weekly. - Users note the **unnecessary customization** needed in Klient PSA to align with their specific processes and preferences. #### What Are Recent G2 Reviews of Klient PSA? **"[Effective PSA for Financial Visibility](https://www.g2.com/survey_responses/klient-psa-review-12219971)"** **Rating:** 4.5/5.0 stars *— Skip K.* [Read full review](https://www.g2.com/survey_responses/klient-psa-review-12219971) --- **"[A simple yet flexible PSA for consulting firms on Salesforce](https://www.g2.com/survey_responses/klient-psa-review-12282067)"** **Rating:** 5.0/5.0 stars *— Jeremy W.* [Read full review](https://www.g2.com/survey_responses/klient-psa-review-12282067) --- #### What Are G2 Users Discussing About Klient PSA? - [What is Klient PSA used for?](https://www.g2.com/discussions/what-is-klient-psa-used-for) ### 23. [Projectworks](https://www.g2.com/products/projectworks/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 186 **Product Description:** Grow your firm - and your impact Projectworks is professional services automation software built for consulting firms that want to grow - and make a difference. As a project intelligence platform, Projectworks connects time tracking, expense tracking, resource management, invoicing, and financial reporting in one live system. It gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. Projectworks was built by consultants who know what it’s like to lose hours to spreadsheets and billing chaos. Designed specifically for engineering, architecture, software development, and management consulting, it’s professional services automation (PSA) software that gets experts out of the admin grind and back to the work that matters. Our cloud-based PSA tool brings together everything your business needs to plan, track, forecast, and grow. By automating time tracking, expense tracking, resource planning, project financials, and real-time reporting, Projectworks frees your people to focus on solving the world’s hardest problems - not wrestling with manual processes. On average, Projectworks users grow 20% in their first year. Connect Projectworks with your existing stack - including Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, HubSpot, and Salesforce - to eliminate double handling, align your data, and operate with confidence. We’ll help you set up for success with expert data migration, comprehensive training, and responsive ongoing support. Key features Time tracking software Easy, accurate timesheets that actually get filled out. Simplify project time tracking and keep billing up to date with integrated time management software for consultants. Expense tracking Track project spend against budget with simple, mobile-friendly expense submission. Sync approved expenses directly to Xero as bills to pay. Resource management software Plan and allocate resources effectively. See availability, utilization, and capacity in real time with powerful resource planning tools that make project delivery predictable. Revenue forecasting & project profitability Combine financial and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions. Invoicing automation Create pre-populated invoices that sync seamlessly with Xero, reducing admin and helping you get paid faster. Reporting & insights Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams. Integrations Connect your favorite tools and run your firm on a unified project management and financial reporting platform. Flexible pricing means you only pay for what you use - plus, get a 10% discount on annual subscriptions. ### What Do G2 Reviewers Say About Projectworks? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Projectworks, featuring an intuitive interface that simplifies complex tasks seamlessly. - Users appreciate the **intuitive interface and comprehensive functionality** of Projectworks, enhancing their overall project management experience. - Users value the **comprehensive features** of Projectworks, highlighting its user-friendly design and detailed reporting capabilities. - Users value the **efficient project tracking** of Projectworks, enhancing visibility and management of resources and budgets. - Users value Projectworks for its **user-friendly and intuitive interface** , enhancing workflow and simplifying project management. **Cons:** - Users find Projectworks has **limited features** , especially regarding mobile usage and integration with existing tools. - Users highlight the **missing features** in Projectworks, particularly on mobile and in time management capabilities. - Users find the **limited customization** options in Projectworks restricts their ability to tailor presentations and reports effectively. - Users note a significant **learning curve** , requiring consistent daily use to fully grasp the tool's interface. - Users face challenges with **reporting issues** , finding the tools complicated and lacking essential export options. #### What Are Recent G2 Reviews of Projectworks? **"[Game changer for managing projects and team workloads](https://www.g2.com/survey_responses/projectworks-review-12520231)"** **Rating:** 4.5/5.0 stars *— Rahul N.* [Read full review](https://www.g2.com/survey_responses/projectworks-review-12520231) --- **"[Reliable solution for consulting project management](https://www.g2.com/survey_responses/projectworks-review-12489520)"** **Rating:** 4.5/5.0 stars *— Nandani K.* [Read full review](https://www.g2.com/survey_responses/projectworks-review-12489520) --- #### What Are G2 Users Discussing About Projectworks? - [What is Projectworks used for?](https://www.g2.com/discussions/what-is-projectworks-used-for) - 1 comment ### 24. [COR](https://www.g2.com/products/cor/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 103 **Product Description:** Running an agency means juggling projects, people, and profit margins — all at once. Most tools help you track work. COR helps you protect your profitability. COR is the Profit Operating System for modern agencies. Built for the way agency teams actually operate, COR gives you real-time visibility into where your margins are going, before it's too late to act. What makes COR different: Profit-first, not just project-first. While other platforms focus on task management, COR tracks what actually matters: margin per project, per client, per team. Know your profitability at a glance — no spreadsheets, no surprises. AI governance that actually works. COR orchestrates humans and AI agents with the controls your agency needs — smart workload recommendations, automated time tracking, and predictive forecasting that tells you where you'll land before you get there. Benchmarks that give you an edge. COR's platform surfaces industry benchmarks so you know how your agency stacks up — and where your biggest opportunities for improvement are. Data-driven decisions, built into your daily workflow. Whether you're a 40-person agency or a 200-person network agency, COR gives you the clarity and confidence to scale profitably. Finally — one platform where your projects, your people, and your profits all live together. #### What Are Recent G2 Reviews of COR? **"[COR provides operational visibility and solid data for transparent decisions](https://www.g2.com/survey_responses/cor-review-12684086)"** **Rating:** 5.0/5.0 stars *— Carlos M.* [Read full review](https://www.g2.com/survey_responses/cor-review-12684086) --- **"[Simple, efficient, and practical tool for consolidating key business data](https://www.g2.com/survey_responses/cor-review-12683047)"** **Rating:** 4.5/5.0 stars *— Federico P.* [Read full review](https://www.g2.com/survey_responses/cor-review-12683047) --- #### What Are G2 Users Discussing About COR? - [What advice would you give to companies considering COR for project management?](https://www.g2.com/discussions/what-advice-would-you-give-to-companies-considering-cor-for-project-management) - [What is COR used for?](https://www.g2.com/discussions/what-is-cor-used-for) ### 25. [VOGSY](https://www.g2.com/products/vogsy-vogsy/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 37 **Product Description:** Lead-to-cash platform for global professional services organizations, combining PSA capabilities with project-based ERP to manage operations and financial performance. VOGSY is a Professional Services Automation (PSA) and project-based ERP platform designed for global professional services organizations that need to manage the full lead-to-cash lifecycle, including sales opportunities, project delivery, resource planning, project accounting, invoicing, and financial performance in a single operational system. The platform helps consulting firms, agencies, technology services companies, and other project-based businesses coordinate work across teams, offices, and countries while maintaining visibility into operational and financial performance. As a PSA and services ERP platform, VOGSY supports the full lead-to-cash lifecycle, allowing organizations to move from opportunity management and project planning to delivery, billing, and revenue reporting. The platform integrates operational data with financial insights, enabling leadership teams to track utilization, forecast revenue, and analyze project profitability across multiple entities and currencies. VOGSY combines the operational capabilities of PSA software with multi-entity project finance and reporting capabilities of a project-based ERP, enabling organizations to manage both delivery and financial performance. VOGSY is commonly used by professional services firms with 50 to 1,000 employees that operate across multiple regions or legal entities. These organizations often face challenges managing global delivery, aligning project execution with financial reporting, and maintaining visibility into margins and capacity across distributed teams. These organizations often require both operational coordination (PSA) and financial structure (ERP), particularly when managing multiple entities, currencies, and reporting requirements. VOGSY provides a centralized PSA platform that connects project operations with financial outcomes while allowing organizations to retain their existing regional accounting systems. Key capabilities: • End-to-end lead-to-cash workflow management connecting CRM opportunities, project planning, delivery, billing, and revenue recognition • Global resource management and capacity planning for allocating talent across projects, regions, and teams • Multi-currency project accounting across ERP entities and consolidated financial reporting • Time tracking, expense management, and automated billing tied directly to project budgets and contract terms • Project profitability analysis and ERP-level financial reporting, utilization tracking, and revenue forecasting • AI assistant provides profitability, capacity, and client health details (or data or reports) in natural language and automates daily tasks Security, compliance, and infrastructure: • ISO 42001 • ISO 27001 • SOC 1 • ISAE 3402 • Hosted on Google Cloud for global scalability and security • SSO support for Microsoft 365 and Google Workspace Integrations: • HubSpot • Salesforce • Zoho • Pipedrive • Copper • QuickBooks • Xero • Sage • Deltek • Certinia • Oracle NetSuite • Exact • Tally • Datev • Microsoft 365 • Google Workspace • Jira • Other web applications • API-based synchronization By connecting project delivery data with financial reporting and operational planning, VOGSY helps professional services organizations streamline global operations through a unified PSA and project-based ERP platform. Many organizations rely on multiple separate systems that limit visibility across teams, entities, and financial performance. VOGSY brings these capabilities together in a single platform, providing a more connected view of operations, resource utilization, and project profitability. Finance, operations, and delivery teams work from a shared source of operational and financial intelligence while maintaining compatibility with existing accounting systems across different countries. ### What Do G2 Reviewers Say About VOGSY? *AI-generated summary from verified user reviews* **Pros:** - Users praise VOGSY for its **ease of use** , appreciating the intuitive onboarding and seamless integration with other tools. - Users value the **seamless integrations** of VOGSY, enhancing flexibility and efficiency across various operational aspects. - Users appreciate the **easy integrations** of VOGSY, simplifying adoption and enhancing collaboration across their IT systems. - Users find VOGSY's **implementation ease** remarkable, with smooth onboarding and minimal training required for effective use. - Users commend the **easy onboarding** of VOGSY, allowing quick implementation without disrupting ongoing client work. **Cons:** - Users desire more **native integration options** with German HR platforms to minimize double-entry issues with time-tracking. - Users desire more **native integration options** with specialized platforms to streamline compliance with German labor regulations. - Users desire enhanced **customization options** for reports in VOGSY to improve their overall experience. - Users desire a **more comprehensive purchase order integration** in VOGSY to enhance vendor interactions and tracking. - Users face **time tracking issues** requiring double-entry of hours, complicating compliance with German labor laws. #### What Are Recent G2 Reviews of VOGSY? **"[Flexible, Intuitive, and Data-Driven—VOGSY Exceeds Expectations](https://www.g2.com/survey_responses/vogsy-review-12112567)"** **Rating:** 5.0/5.0 stars *— Carlos Q.* [Read full review](https://www.g2.com/survey_responses/vogsy-review-12112567) --- **"[Efficient and Effective—It Just Works!](https://www.g2.com/survey_responses/vogsy-review-12112543)"** **Rating:** 5.0/5.0 stars *— John-Erik H.* [Read full review](https://www.g2.com/survey_responses/vogsy-review-12112543) --- #### What Are G2 Users Discussing About VOGSY? - [What is VOGSY used for?](https://www.g2.com/discussions/what-is-vogsy-used-for) ## What Is Professional Services Automation Software? [ERP Software](https://www.g2.com/categories/erp) ## What Software Categories Are Similar to Professional Services Automation Software? - [Project Management Software](https://www.g2.com/categories/project-management) - [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) - [Resource Management Software](https://www.g2.com/categories/resource-management) --- ## How Do You Choose the Right Professional Services Automation Software? ### What You Should Know About Professional Services Automation Software ### Professional Services Automation software buying insights at a glance [Professional Services Automation (PSA) software](https://www.g2.com/categories/professional-services-automation) helps services organizations manage how work is delivered, staffed, and billed across projects and clients. As service models grow more complex, spanning multi-project portfolios, mixed billing structures, and tighter margin pressure, manual coordination across disconnected tools often leads to inefficiency and revenue leakage. A dedicated PSA platform centralizes delivery workflows, enforces consistency, and enables service execution at scale. Based on G2 reviews, PSA tools are most commonly adopted to reduce operational fragmentation, improve utilization visibility, and strengthen the link between delivery execution and financial outcomes. The category averages a 4.51/5 rating, with 91% of reviewers giving 4+ stars, reflecting strong buyer confidence as teams move beyond spreadsheets and point solutions. Core use cases include project and portfolio management, time and expense tracking, resource capacity planning, billing, and margin reporting. Reviewers consistently emphasize the need to strike a balance between flexibility and governance. High-performing teams value configurable project and resourcing models, alongside guardrails for time entry, billing rules, and approvals to protect margins. As a result, professional services automation software is increasingly treated not as a back-office admin tool, but as a system of record for forecasting, utilization planning, and executive reporting. ### Top 5 FAQs from software buyers: - What features should I look for in the best professional services automation software? - How does PSA software integrate with [ERP](https://www.g2.com/categories/erp-systems), [CRM](https://www.g2.com/categories/crm), and [accounting](https://www.g2.com/categories/accounting) systems? - What’s the typical ROI from implementing professional services automation tools? - What are the key differences between leading PSA platforms and ERP-based services modules? - How long does it typically take to implement a professional services automation system? G2’s top-rated Professional Services Automation software includes [Autotask](https://www.g2.com/products/autotask/reviews), [Syncro](https://www.g2.com/products/syncro/reviews), [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews), and [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews). ([Source 2](https://www.g2.com/reports)) ### What are the top-reviewed Professional Services Automation on G2? [Autotask](https://www.g2.com/products/autotask/reviews) - Number of Reviews: 360 - Satisfaction: 97 - Market Score: 97 - G2 score: 97 [Syncro](https://www.g2.com/products/syncro/reviews) - Number of Reviews: 195 - Satisfaction: 98 - Market Score: 72 - G2 score: 85 [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews) - Number of Reviews: 136 - Satisfaction: 67 - Market Score: 93 - G2 score: 80 [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - Number of Reviews: 199 - Satisfaction: 90 - Market Score: 66 - G2 score: 78 [Keka](https://www.g2.com/products/keka/reviews) - Number of Reviews: 194 - Satisfaction: 81 - Market Score: 72 - G2 score: 77 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Professional Services Automation #### Feedback Pros: What Users Consistently Appreciate - **Flexible, flat-fee IT management with easy scripting and broad integrations** - _“Scripting things like new computer setups and installing third party software is very easy. As a one man shop with a break-fix/MSP hybrid model I also appreciate one flat fee, and not having to pay per seat. This makes it easy to throw a Syncro agent on all of my non-managed clients for basic monitoring and alerting, as well as ease of remote support in the future. The number of integrations with commonly used tech products is also helpful.”_ _-_ [_Thomas K._](https://www.g2.com/products/syncro/reviews/syncro-review-12114039)_, Syncro Review_ - **Transformative, AI-powered operations with exceptional support** - _“__Rocketlane has revolutionised out operations and reporting and we use it on a daily basis. It's user-friendly, it allows my Team to do things we've never been able to do before. The AI chat bot is one of the best I've seen and the Support Team who's ready to jump in if AI can't help is outstanding. They're very quick to respond. Our relationship with our CSM and TAM is great too - overall, it's a pleasure to work with Rocketlane!”_ _-_ [_Maja B._](https://www.g2.com/products/rocketlane-corp/reviews/rocketlane-review-11697451)_, Rocketlane Review_ - **Centralized ticketing, projects, and billing with strong RMM integration** - _“__Autotask has become an essential part of our daily operations. By keeping all our tickets, projects, and billing centralized, it makes it much easier for our team to stay organized. The integration with Datto RMM functions smoothly, allowing us to connect technical work directly to the service desk. Although it takes a little time to get familiar with the layout, once you do, it proves to be a powerful system that significantly reduces administrative workload.”_ _-_ [_Phillip P._](https://www.g2.com/products/autotask/reviews/autotask-review-11859915)_, Autotask Review_ #### Cons: Where Many Platforms Fall Short - **Project and opportunity workflows feel rigid and complex to configure** - “_I find the project workflow in Autotask could use some updating to better align with our specific needs. Despite discussing this with Kaseya, it remains an area of concern. Additionally, my sales department is dissatisfied with how the opportunities feature functions, as it doesn't fully meet their needs. We are hoping for better guidance on its usage and improvements in managing and viewing opportunities across multiple resources. Moreover, the initial setup of Autotask was challenging due to its size and complexity, requiring a significant investment of time to establish a base configuration.”_ - [David D.](https://www.g2.com/products/autotask/reviews/autotask-review-11658513), Autotask Review - **Confusing permission setup and unreliable tools impact daily workflow** - _“__I find it quite challenging to configure different user permissions effectively. My boss has been trying to figure out my user account permissions for a long time, and yet I still cannot access certain aspects of the platform properly. This makes it quite annoying since some essential features remain out of reach, affecting my workflow. Furthermore, the backgrounding tools that I initially found useful have become increasingly unreliable over time. They don't consistently work, which is frustrating. Although I reached out to customer support to resolve these reliability issues, I did not have much success, which adds to the frustration.”_ _-_ [_Mahmood I._](https://www.g2.com/products/syncro/reviews/syncro-review-11778419)_, Syncro Review_ - **Powerful platform with usability, customization, and support limitations** - _“__My main dislike about SAP S/4HANA Cloud is that even though the system is powerful, the ease of use could still be improved. Some Fiori apps feel unintuitive at first and require extra training. Implementation also takes longer than expected because many processes need to fit into the standard, so customization options are limited. Customer support is helpful but sometimes slow to respond for complex issues. I use the system frequently, and while it offers a wide range of features, a few important ones still feel incomplete or require additional add-ons. Integration with other systems works well overall, but it can become complicated when dealing with non-SAP tools. So the platform is strong, but these areas still have room for improvement.”_ _-_ [_Harsh J._](https://www.g2.com/products/sap-s-4hana-cloud/reviews/sap-s-4hana-cloud-review-12011707)_,_ _SAP S/4HANA Cloud Review_ ### My Expert Takeaway on Professional Services Automation Software Across G2 reviews, professional services automation (PSA) delivers the most value when organizations treat it as an operating discipline rather than a set of loosely connected modules. High-performing teams establish clear ownership over resource planning, time capture, and billing rules early in the rollout, which reduces downstream friction and improves adoption across delivery, finance, and leadership. This pattern is reflected in the dataset, where day-to-day usability and vendor experience score strongly, while setup and administration tend to lag slightly. Teams that achieve the best outcomes with PSA strike a balance between flexibility and governance. While advanced configuration and automation are powerful, ease of use remains a key differentiator for sustained adoption. In IT services and marketing agencies in particular, successful implementations standardize core templates, projects, roles, and rate cards before expanding into custom fields and advanced workflows. When PSA is tightly integrated across delivery, resourcing, and billing, it reduces handoffs and manual rework, becoming the system of record for utilization, margin, and forecasting. For buyers evaluating the best professional services automation software, the core challenge is scaling delivery complexity without slowing teams down. The most effective PSA platforms support disciplined configuration upfront, then enable controlled expansion into deeper analytics, reporting, and integrations as organizational maturity grows. This approach improves trust in the data, minimizes administrative bottlenecks, and drives long-term adoption across services, finance, and executive stakeholders. ### Professional Services Automation Software FAQs #### What is professional services automation software? Professional services automation (PSA) software helps service organizations run their delivery end-to-end, manage projects, schedule resources, capture time/expense, bill, and report on profitability. Instead of stitching spreadsheets and point tools together, PSA centralizes delivery data, allowing teams to forecast utilization, reduce revenue leakage, and standardize client reporting. It’s most common in consultancies, agencies, and IT services firms. #### What are examples of PSA tools? Examples of PSA tools include platforms built for project delivery operations: project + portfolio management, resource capacity planning, timesheets/expenses, invoicing, and margin reporting in one system. Some are services-first suites; others extend from ERP, CRM, or project management ecosystems. In practice, “best fit” depends on whether you need deep financials, lightweight delivery tracking, or strong integrations. #### What is the best PSA software? The best PSA software depends on how your services organization operates, staffing model, billing complexity, and margin tracking needs. On G2, tools like [Kantata (formerly Mavenlink)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews), [Certinia (FinancialForce PSA)](https://www.g2.com/products/certinia-financial-management-cloud/reviews), and [BigTime](https://www.g2.com/products/bigtime/reviews) are consistently rated highly for time tracking, resource forecasting, and billing accuracy. Buyers should compare satisfaction and Market Presence on G2, then validate fit through a real-world workflow pilot. #### What is the difference between ERP and PSA? ERP is primarily a finance-and-operations backbone (general ledger, procurement, inventory, company-wide financial controls). PSA is delivery-centric: planning and tracking services work (projects, staffing, timesheets, and client billing) often feeding clean operational data into the finance system. Some ERPs include PSA modules, but many teams adopt dedicated PSA when they need stronger utilization forecasting, delivery reporting, and services-specific workflows. #### What is a professional services automation system? A professional services automation system is the operational hub that standardizes how services are planned, delivered, and billed. It typically includes project templates, role-based staffing and utilization planning, timesheets/expenses, approvals, invoicing rules, and dashboards for revenue and margin. The goal is consistent delivery governance, allowing leadership to forecast capacity and profitability while teams spend less time on administration. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on: January 9, 2026**