# Best Professional Services Automation Software for Small Business - Page 2 ## How Many Professional Services Automation Software Products Does G2 Track? **Total Products under this Category:** 144 ### Category Stats (Aug 2026) - **Average Rating:** 4.3/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Workamajig (+0.31%) - Among all products in this category, Workamajig recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank Professional Services Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 25,800+ Authentic Reviews - 144+ 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. ## G2 Grid® for Professional Services Automation Software ![G2 Grid® for Professional Services Automation Software plotting products by satisfaction and market presence](https://www.g2.com/categories/professional-services-automation/grids.png?focus%5B%5D=929&focus%5B%5D=101553&focus%5B%5D=1532&focus%5B%5D=51154&focus%5B%5D=155886&focus%5B%5D=24829&focus%5B%5D=5095&focus%5B%5D=19175) Highlighted products: Autotask, Syncro, BigTime, CMap, SuperOps, Planhat, Teamwork.com, and SAP Cloud ERP (SAP S/4HANA Cloud). Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=autotask&focus%5B%5D=syncro&focus%5B%5D=bigtime&focus%5B%5D=cmap&focus%5B%5D=superops&focus%5B%5D=planhat&focus%5B%5D=teamwork-com&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&segment=small-business) **Sponsored** ### Act-On Act-On Software is a Marketing Automation Platform that provides solutions to empower marketers to engage marketing targets at every step of the customer lifecycle. Act-On makes customer data actionable so marketers can dream big and build smart, effective marketing automation programs to grow their businesses and generate higher customer lifetime value – all with the fastest time-to-value. Get a Demo: https://act-on.com/demo/ Act-On empowers marketers to: • Grow and expand their businesses at scale through B2B demand generation, B2C sales and transactions, and customer marketing features. Orchestrate and optimize the entire customer journey — from awareness to advocacy — by building continuous, customized engagement that transforms visitors into prospects, prospects into qualified leads, and qualified leads into lifetime customers. • Deliver exceptional brand experiences throughout the customer lifecycle by automating buying journeys, personalizing communications and campaigns, and improving brand affinity and loyalty. Leverage Act-On’s automated capabilities to attract new prospects, engage your contacts, and guide leads toward more frequent and more lucrative purchasing decisions. • Drive measurable product adoption and customer retention through executing comprehensive onboarding and training programs, product adoption and customer retention strategies, and new products and services promotions. From new contacts to loyal partners, you can use Act-On to engage your audience, turn them into brand ambassadors, and keep them coming back for more. With interactive and dynamic reporting and analytics to assess, showcase, and improve performance, the Act-On Platform is designed to deliver growth marketing value for businesses and marketers of any size, shape, location, and scale. Platform features include: • Automated and adaptable buying journeys • Deep integrations with leading CRM systems and web conferencing • Website visitor engagement tracking and intent reporting • Dynamic lead scoring, segmenting, and nurturing • Social media listening, prospecting, publishing, and advocacy • Easy-to-design web forms, landing pages, and email templates • Event-triggered and transactional emailing • Active contact-based pricing for actual usage billing We get marketing. We understand your challenges. And we’re here to help you excel with every customer and every campaign. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=156&secure%5Bchosen_at%5D=2026-08-03T14%3A42%3A22Z&secure%5Bdisplayable_resource_id%5D=1224&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=1171&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1171&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%3Fpage%3D2&secure%5Btoken%5D=1fcb63f04fb18e1d0a23b9294f4bedd7cbd9dade7512707e98a30617da1bc0fd&secure%5Burl%5D=https%3A%2F%2Fact-on.com%2F%3Futm_channel%3Dpaid_ppc%26utm_medium%3Dppc_g2%26utm_campaign%3Dppc_g2_2026Q2%26offerAsset_topic%3DOther%26offerAsset_type%3Dother&secure%5Burl_type%5D=custom_url) ### [Resource Management by Smartsheet](https://www.g2.com/products/resource-management-by-smartsheet/reviews) Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help. **Average Rating:** 4.0/5.0 **Total Reviews:** 139 #### How Do G2 Users Rate Resource Management by Smartsheet? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.3/10 (Category avg: 7.9/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Resource Management by Smartsheet? - **Seller:** [Smartsheet](https://www.g2.com/sellers/smartsheet) - **Year Founded:** 2005 - **HQ Location:** Bellevue, WA - **Twitter:** @Smartsheet 26,366 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76edc1e5add1efea54679a7a2f12427f0ba248d86f5969d11ccde60017e80015&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167700%2F&secure%5Burl_type%5D=linkedin_company_website) 4,022 employees on LinkedIn® - **Ownership:** NYSE: SMAR #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Design, Marketing and Advertising - **Company Size:** 51% Small, 40% Medium #### What Do G2 Reviewers Say About Resource Management by Smartsheet? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** in Resource Management by Smartsheet enhances workflow efficiency and simplifies tasks. - Users value the **seamless integrations** of Resource Management, streamlining workflows and enhancing collaboration across tools and projects. - Users value the **intuitive project tracking** features, enhancing visibility over workloads and team commitments seamlessly. - Users value the **automation features** in Resource Management, enhancing efficiency and streamlining project workflows effectively. - Users appreciate the **easy integration** of Resource Management by Smartsheet, enhancing collaboration and streamlining workflows seamlessly. ##### Cons - Users face **access limitations** that hinder workflow, making updates and navigation excessively tedious and frustrating. - Users face **license requirements and reporting constraints** that limit the effectiveness of Smartsheet's resource management features. - Users find **billing issues** frustrating, compounded by the system's high costs and limited functionality for managing tasks. - Users face **inaccurate data** issues due to unreliable time tracking and glitchy scheduling, complicating resource management. - Users find **inadequate reporting** capabilities in Resource Management, leading to challenges in detailed task management. #### 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) ### [Wrike](https://www.g2.com/products/wrike/reviews) Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt **Average Rating:** 4.2/5.0 **Total Reviews:** 4,458 #### How Do G2 Users Rate Wrike? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.0/10 (Category avg: 7.9/10) - **Workflow:** 8.7/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Wrike? - **Seller:** [Wrike, Inc.](https://www.g2.com/sellers/wrike-inc) - **Company Website:** www.wrike.com - **Year Founded:** 2006 - **HQ Location:** San Diego, CA - **Twitter:** @wrike 13,574 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc0a9fedd9200dccf5fdb00e343328921320ac02d66dfcc2cca7d10fd882fdce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F612239%2F&secure%5Burl_type%5D=linkedin_company_website) 1,254 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Marketing Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 43% Medium, 35% Small #### What Do G2 Reviewers Say About Wrike? _AI-generated summary from verified user reviews_ ##### Pros - Users find Wrike to greatly enhance **project tracking and team collaboration** , boosting productivity and organization. - Users appreciate the **seamless team collaboration** in Wrike, enhancing productivity and simplifying project management processes. - Users appreciate the **effective task management** in Wrike, enhancing team collaboration and productivity through real-time updates. - Users value the **organization capabilities** of Wrike, enhancing task management and team collaboration effectively. - Users appreciate the **ease of use** of Wrike, streamlining task management and enhancing team collaboration effortlessly. ##### Cons - Users find Wrike has a steep **learning curve** , making initial navigation and usage quite challenging and overwhelming. - Users find Wrike's interface **not intuitive** , making it challenging to train others and leading to frequent user frustration. - Users find the **lack of built-in templates** and steep learning curve challenging, affecting workflow efficiency in Wrike. - Users find Wrike's **limited features** frustrating, desiring more templates and customizability for a smoother experience. - Users find Wrike's interface initially **overwhelming and complex** , making it challenging to navigate and utilize effectively. #### What Are Recent G2 Reviews of Wrike? **["Makes Collaboration EASY"](https://www.g2.com/survey_responses/wrike-review-10927348)** **Rating:** 4.5/5.0 stars _— Kylee H._ [Read full review](https://www.g2.com/survey_responses/wrike-review-10927348) **["Easy Onboarding, Powerful Dashboards, and Seamless Global Collaboration"](https://www.g2.com/survey_responses/wrike-review-13175609)** **Rating:** 5.0/5.0 stars _— Doris H._ [Read full review](https://www.g2.com/survey_responses/wrike-review-13175609) #### 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 - [What should you check for when selecting your tool for a project?](https://www.g2.com/discussions/what-should-you-check-for-when-selecting-your-tool-for-a-project) - [What are the features of project management?](https://www.g2.com/discussions/wrike-what-are-the-features-of-project-management) - 2 comments ### [Klient PSA](https://www.g2.com/products/klient-psa/reviews) Klient is the AI-powered Professional Services Automation (PSA) platform built 100% natively on Salesforce. Designed for consulting firms, SaaS companies, and global services teams, Klient PSA structures your work, optimizes resource utilization, improves collaboration, and accelerates revenue — all from a single source of truth on the Salesforce platform. Unlike bolt-on tools, Klient runs entirely inside Salesforce, so your delivery, finance, and customer data live in one place — now with a catalog of built-in AI agents that automate the busywork across the project lifecycle. Key Capabilities: AI Agents: Klient's native AI agents work directly inside your PSA. Planny handles project and resource planning, Timey streamlines time capture and timesheet accuracy, and Touchy keeps customers engaged with proactive status updates. Klient also supports MCP (Model Context Protocol), so your AI assistants can securely work with live PSA data. Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. Resource Management: Allocate resources by skills, availability, and priority to maximize team productivity and billable utilization. Time & Expense Tracking: Let teams log time and expenses in seconds while ensuring accurate billing and forecasting. Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. Customer Collaboration: Keep clients aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA Single source of truth: Centralized data on Salesforce reduces manual work, miscommunication, and delays. AI-enabled delivery: Built-in AI agents automate repetitive tasks and free up billable hours across professional services teams. Aligned teams: Delivery, finance, and customer teams stay in sync from proposal to final invoice. Scalability: Whether you're onboarding 20 consultants or expanding to new markets, Klient PSA grows with you. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — and now layers AI agents on top to accelerate each one. Operations teams move from disconnected tools and manual processes to a single, cohesive, Salesforce-native platform. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. **Average Rating:** 4.5/5.0 **Total Reviews:** 80 #### How Do G2 Users Rate Klient PSA? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.0/10 (Category avg: 7.9/10) - **Workflow:** 9.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Klient PSA? - **Seller:** [Klient Software](https://www.g2.com/sellers/klient-software) - **Year Founded:** 2014 - **HQ Location:** Laval, Québec, Canada - **Twitter:** @klientapp 205 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9482a22721b43865ab719f84770d30aea6d7c06c7e7526518290666d90617d5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9256575%2F&secure%5Burl_type%5D=linkedin_company_website) 35 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 55% Small, 42% Medium #### What Do G2 Reviewers Say About Klient PSA? _AI-generated summary from verified user reviews_ ##### Pros - Users find Klient PSA exceptionally **easy to use** , appreciating its organization, intuitive interface, and regular improvements. - Users value the **Reliable project management** of Klient PSA, enhancing accuracy and streamlining workflows within Salesforce. - Users praise the **comprehensive features** of Klient PSA, enjoying its simplicity, flexibility, and regular meaningful updates. - Users value the **flexibility** of Klient PSA, allowing customization to suit various consulting workflows effortlessly. - Users value the **excellent resource management** of Klient PSA, enhancing visibility and efficiency in project workflows. ##### Cons - Users experience a **learning curve** initially when configuring Klient PSA to fit their workflows, but it performs well afterward. - Users find **missing features** in Klient PSA, particularly in revenue recognition and customizable PDF generation options. - Users face a **steep learning curve** initially, but the system offers consistent value once configured correctly. - Users find the **time consumed on learning advanced forecasting** can be significant, impacting efficiency in managing complexity. - Users find **unnecessary customization** burdensome in Klient PSA, often needing tweaks to align with their processes. #### What Are Recent G2 Reviews of Klient PSA? **["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) **["Klient Keeps Projects and Billing in One Place—Clearer Backlog and Expectations"](https://www.g2.com/survey_responses/klient-psa-review-13087428)** **Rating:** 5.0/5.0 stars _— Gary P._ [Read full review](https://www.g2.com/survey_responses/klient-psa-review-13087428) #### 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) ### [COR](https://www.g2.com/products/cor/reviews) Running an agency means juggling projects, people, and profit margins — all at once. Most tools help you track work. COR helps you protect your profitability. COR is the Profit Operating System for modern agencies. Built for the way agency teams actually operate, COR gives you real-time visibility into where your margins are going, before it's too late to act. What makes COR different: Profit-first, not just project-first. While other platforms focus on task management, COR tracks what actually matters: margin per project, per client, per team. Know your profitability at a glance — no spreadsheets, no surprises. AI governance that actually works. COR orchestrates humans and AI agents with the controls your agency needs — smart workload recommendations, automated time tracking, and predictive forecasting that tells you where you'll land before you get there. Benchmarks that give you an edge. COR's platform surfaces industry benchmarks so you know how your agency stacks up — and where your biggest opportunities for improvement are. Data-driven decisions, built into your daily workflow. Whether you're a 40-person agency or a 200-person network agency, COR gives you the clarity and confidence to scale profitably. Finally — one platform where your projects, your people, and your profits all live together. **Average Rating:** 4.4/5.0 **Total Reviews:** 107 #### How Do G2 Users Rate COR? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.8/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind COR? - **Seller:** [COR](https://www.g2.com/sellers/cor) - **Company Website:** www.projectcor.com - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @COR 869 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=764cbde71b0281a48ca587a639a03a68d14f5927b249a09ed57445e864265503&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproject-cor%2F&secure%5Burl_type%5D=linkedin_company_website) 285 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Public Relations and Communications - **Company Size:** 49% Medium, 48% Small #### 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) **["Streamlined Compliance for German SME Clients"](https://www.g2.com/survey_responses/cor-review-13067219)** **Rating:** 4.0/5.0 stars _— Hiren B._ [Read full review](https://www.g2.com/survey_responses/cor-review-13067219) #### 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) ### [Projectworks](https://www.g2.com/products/projectworks/reviews) Grow your firm, and your impact.
 Projectworks is AI-powered, operator-built professional services automation software for consulting firms that want to grow and make a difference. Bringing deals, proposals, time tracking, resourcing, invoicing, and forecasting together in one platform, 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. Get a 10% discount on annual subscriptions. **Average Rating:** 4.5/5.0 **Total Reviews:** 215 #### How Do G2 Users Rate Projectworks? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 9.2/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Projectworks? - **Seller:** [Projectworks](https://www.g2.com/sellers/projectworks) - **Company Website:** projectworks.com - **Year Founded:** 2019 - **HQ Location:** San Mateo, California - **Twitter:** @projectworksltd 28 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ded13ee67e43f9892400d783058626dcfbb1403911721452555eb55774b06978&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectworks-io%2F&secure%5Burl_type%5D=linkedin_company_website) 77 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Director - **Top Industries:** Information Technology and Services, Consulting - **Company Size:** 65% Small, 33% Medium #### What Do G2 Reviewers Say About Projectworks? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Projectworks, finding the interface intuitive and supportive for their needs. - Users appreciate the **centralized and streamlined project management** of Projectworks, enhancing efficiency across multiple regions. - Users highly value the **user-friendly interface** of Projectworks, enhancing day-to-day operations and improving overall efficiency. - Users appreciate the **intuitive user interface** of Projectworks, enhancing efficiency and collaboration across diverse teams. - Users praise Projectworks for its **comprehensive features** that streamline management and enhance decision-making across multiple regions. ##### Cons - Users find the **limited features** in Projectworks restrict project management capabilities and integration flexibility. - Users find **missing invoicing features** frustrating, necessitating workarounds and lacking customization for their specific needs. - Users find **limited customization** in reporting and workflows, leading to minor frictions during fast-paced project management. - Users find the **learning curve steep** due to complex features and unclear WIP functionality, requiring time to adapt. - Users note that **reporting issues** create minor friction, with requests for improved customization and speed in Projectworks. #### What Are Recent G2 Reviews of Projectworks? **["All-in-One, Flexible End-to-End Project Management Solution"](https://www.g2.com/survey_responses/projectworks-review-13100948)** **Rating:** 5.0/5.0 stars _— Kevin L._ [Read full review](https://www.g2.com/survey_responses/projectworks-review-13100948) **["Straightforward Resourcing and Profitability Tracking with Clear Practice Visibility"](https://www.g2.com/survey_responses/projectworks-review-13147367)** **Rating:** 4.5/5.0 stars _— Vicki E._ [Read full review](https://www.g2.com/survey_responses/projectworks-review-13147367) #### What Are G2 Users Discussing About Projectworks? - [What is Projectworks used for?](https://www.g2.com/discussions/what-is-projectworks-used-for) - 1 comment ### [VOGSY](https://www.g2.com/products/vogsy-vogsy/reviews) Lead-to-cash platform for global professional services organizations, combining PSA capabilities with project-based ERP to manage operations and financial performance. VOGSY is a Professional Services Automation (PSA) and project-based ERP platform designed for global professional services organizations that need to manage the full lead-to-cash lifecycle, including sales opportunities, project delivery, resource planning, project accounting, invoicing, and financial performance in a single operational system. The platform helps consulting firms, agencies, technology services companies, and other project-based businesses coordinate work across teams, offices, and countries while maintaining visibility into operational and financial performance. As a PSA and services ERP platform, VOGSY supports the full lead-to-cash lifecycle, allowing organizations to move from opportunity management and project planning to delivery, billing, and revenue reporting. The platform integrates operational data with financial insights, enabling leadership teams to track utilization, forecast revenue, and analyze project profitability across multiple entities and currencies. VOGSY combines the operational capabilities of PSA software with multi-entity project finance and reporting capabilities of a project-based ERP, enabling organizations to manage both delivery and financial performance. VOGSY is commonly used by professional services firms with 50 to 1,000 employees that operate across multiple regions or legal entities. These organizations often face challenges managing global delivery, aligning project execution with financial reporting, and maintaining visibility into margins and capacity across distributed teams. These organizations often require both operational coordination (PSA) and financial structure (ERP), particularly when managing multiple entities, currencies, and reporting requirements. VOGSY provides a centralized PSA platform that connects project operations with financial outcomes while allowing organizations to retain their existing regional accounting systems. Key capabilities: • End-to-end lead-to-cash workflow management connecting CRM opportunities, project planning, delivery, billing, and revenue recognition • Global resource management and capacity planning for allocating talent across projects, regions, and teams • Multi-currency project accounting across ERP entities and consolidated financial reporting • Time tracking, expense management, and automated billing tied directly to project budgets and contract terms • Project profitability analysis and ERP-level financial reporting, utilization tracking, and revenue forecasting • AI assistant provides profitability, capacity, and client health details (or data or reports) in natural language and automates daily tasks Security, compliance, and infrastructure: • ISO 42001 • ISO 27001 • SOC 1 • ISAE 3402 • Hosted on Google Cloud for global scalability and security • SSO support for Microsoft 365 and Google Workspace Integrations: • HubSpot • Salesforce • Zoho • Pipedrive • Copper • QuickBooks • Xero • Sage • Deltek • Certinia • Oracle NetSuite • Exact • Tally • Datev • Microsoft 365 • Google Workspace • Jira • Other web applications • API-based synchronization By connecting project delivery data with financial reporting and operational planning, VOGSY helps professional services organizations streamline global operations through a unified PSA and project-based ERP platform. Many organizations rely on multiple separate systems that limit visibility across teams, entities, and financial performance. VOGSY brings these capabilities together in a single platform, providing a more connected view of operations, resource utilization, and project profitability. Finance, operations, and delivery teams work from a shared source of operational and financial intelligence while maintaining compatibility with existing accounting systems across different countries. **Average Rating:** 4.7/5.0 **Total Reviews:** 37 #### How Do G2 Users Rate VOGSY? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.7/10 (Category avg: 7.9/10) - **Workflow:** 8.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind VOGSY? - **Seller:** [VOGSY](https://www.g2.com/sellers/vogsy) - **Company Website:** www.vogsy.global - **Year Founded:** 2015 - **HQ Location:** Boston, MA - **Twitter:** @VOGSY\_PSA 84 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0deb25841a0c8dc99bc8c241b793df11eea4495a47447e13ebb59b6d6853bc2a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvogsy%2F&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 84% Small, 11% Medium #### What Do G2 Reviewers Say About VOGSY? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of VOGSY, emphasizing smooth onboarding and intuitive design for all team members. - Users appreciate the **seamless integrations** of VOGSY, facilitating easy data management and improving operational efficiency. - Users appreciate the **easy integrations** of VOGSY, streamlining their IT landscape and enhancing project management efficiency. - Users find **VOGSY's implementation ease** impressive, with smooth onboarding allowing quick adaptation and minimal disruption. - Users commend the **easy onboarding** of VOGSY, enabling quick setup without disrupting ongoing client work. ##### Cons - Users desire additional **native integration options** with German HR platforms to reduce time-tracking complications. - Users desire **more native integration options** with HR platforms, highlighting challenges with compliance and time-tracking. - Users desire more **customization options** for reports in VOGSY to enhance their experience and meet specific needs. - Users desire **missing features** in VOGSY, notably a comprehensive purchase order integration to improve vendor interactions. - Users experience **time tracking issues** , requiring double-entry of hours due to integration limitations with HR platforms. #### What Are Recent G2 Reviews of VOGSY? **["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) **["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) #### What Are G2 Users Discussing About VOGSY? - [What is VOGSY used for?](https://www.g2.com/discussions/what-is-vogsy-used-for) ### [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews) Deltek Replicon Time is an AI-powered time intelligence software that helps project- based firms recover missed billable hours, reduce revenue leakage, and speed up billing cycles. It unifies project time capture, workforce management, time off, and labour compliance in one configurable, cloud-based application — part of the Deltek platform. ZeroTime™, powered by Dela, auto-captures time from 100+ work applications and translates activity into accurate, ready-to-submit timesheets. Best for: Project-based firms — from growing consultancies to global enterprises — managing distributed teams, complex billing models, and evolving labour regulations across multiple regions. Use cases:  Track project billable hours automatically to improve margins and accelerate invoicing  Manage workforce attendance, schedules, overtime, and gross pay calculations in one place  Navigate labour compliance across 145+ jurisdictions in 75+ countries using preconfigured rules  Consolidate disconnected time-tracking systems into a single, scalable application  Capture project expenses and map them to jobs for on-time billing and reimbursement Key Features:  ZeroTime™ intelligent timesheets — AI-powered time capture from 100+ work apps  Configurable project time tracking with flexible approval workflows  Global labour compliance with preconfigured rules for overtime, breaks, leave, and gross pay  CloudClock with facial recognition and voice commands for field and frontline teams  Workforce management — attendance, scheduling, and time-off administration  Seamless integration with ERP, CRM, HCM, payroll, and project management systems  Advanced analytics with custom dashboards, reports, and connections to Tableau and Power BI Why project-based firms choose Replicon Time:  AI captures every billable hour so revenue stops slipping through the cracks. ZeroTime™ auto-populates timesheets from 100+ work apps — eliminating the end-of-week scramble and recovering hours that manual entry misses.  One application replaces fragmented time-tracking systems across the business. Replicon Time brings project time, workforce management, leave, and compliance together — cutting silos and reducing manual errors at source.  Global teams stay compliant without adding operational overhead. Preconfigured rules cover labour laws in 145+ jurisdictions across 75+ countries, with intelligent validation and complete audit trails built in. Used by: Professional services, consulting, government contracting, and technology firms — from mid-market to Fortune 500 — managing complex projects and distributed workforces globally. Replicon Time is FedRAMP Moderate authorized and supports 30+ languages and multiple currencies. Backed by 25+ years of industry leadership in time tracking and workforce management. **Average Rating:** 4.3/5.0 **Total Reviews:** 776 #### How Do G2 Users Rate Deltek Replicon Time? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.1/10 (Category avg: 7.9/10) - **Workflow:** 7.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Deltek Replicon Time? - **Seller:** [Deltek](https://www.g2.com/sellers/deltek) - **Company Website:** www.deltek.com - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek 6,574 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=958c4daad13b3f388e84895516e4bbb91fcac55b1ad5c1e3a86b8af357adbfba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163414%2F&secure%5Burl_type%5D=linkedin_company_website) 4,828 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller, Office Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Medium, 41% Small #### What Do G2 Reviewers Say About Deltek Replicon Time? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Deltek Replicon Time, citing its straightforward interface and quick navigation. - Users appreciate the **straightforward time tracking** of Deltek Replicon Time, simplifying project management and organization. - Users appreciate the **user-friendly interface** of Deltek Replicon Time, enabling efficient tracking and management of projects and time. - Users commend the **efficiency** of Deltek Replicon Time, streamlining project management and time tracking effortlessly. - Users value the **excellent customer support** from Deltek Replicon Time, noting prompt resolutions and outstanding service. ##### Cons - Users face **reporting issues** with Deltek Replicon Time, impacting accuracy and customization options in their experience. - Users express frustration over **limited customization** options in Deltek Replicon, hindering their ability to tailor the system effectively. - Users find the **data management** to be lacking, with issues like empty timesheets and unhelpful logs. - Users find the **learning curve steep** , noting that initial setup and reporting features can be complex. - Users find the **limited features** of Deltek Replicon Time hinder effective organization and accurate reporting. #### What Are Recent G2 Reviews of Deltek Replicon Time? **["Simple, Web-Based UI You Can Access Anywhere"](https://www.g2.com/survey_responses/deltek-replicon-time-review-13029867)** **Rating:** 4.5/5.0 stars _— Chris P._ [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-13029867) **["Intuitive Time Management That Boosts Productivity and Cuts Billing Errors"](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319)** **Rating:** 4.0/5.0 stars _— Ryan K._ [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319) #### What Are G2 Users Discussing About Deltek Replicon Time? - [What is Replicon PSA used for?](https://www.g2.com/discussions/what-is-replicon-psa-used-for) - 1 comment - [What does Replicon PSA do?](https://www.g2.com/discussions/what-does-replicon-psa-do) - [What is a PSA tool?](https://www.g2.com/discussions/what-is-a-psa-tool) - 1 comment - [What is a PSA in technology?](https://www.g2.com/discussions/what-is-a-psa-in-technology) - 2 comments - [What is Replicon software?](https://www.g2.com/discussions/what-is-replicon-software) - 2 comments ### [PSOHUB.](https://www.g2.com/products/psohub/reviews) PSOhub is PSA software purpose-built for professional services organizations: IT firms, consultancies, marketing agencies, and financial services teams. It covers the entire delivery cycle in one connected platform, from quoting and project management through resource and capacity planning, time and expense tracking, and invoicing. Built by a founding team with over 30 years of combined experience in professional services, and trusted by organizations across 40+ countries. From quote to project When a quote is accepted, the project is ready to start. Tasks are structured, budgets are set, and the team is assigned. Project managers get a real-time view of task progress, budget burn, and margin at every stage, so there are no surprises at month-end. Most professional services teams run 6 to 10 separate tools. PSOhub replaces that stack so data flows without manual handovers at every step. Resource and capacity planning The AI scheduling layer automatically assigns and reschedules resources based on skills, live capacity, and current utilization. When someone hits full utilization, the system flags it and suggests moving tasks to another team member with headroom. Keeping utilization high without blowing deadlines used to mean constant manual oversight. With PSOhub, it largely handles itself. Time and expense tracking Time and expenses connect directly to each project's budget and contract type. Whether billing fixed-fee, time and material, or retainer, hours log against the right scope and invoices generate without a manual reconciliation step. AI project and risk management The AI Copilot generates a full project plan, including financials, team assignment, and timeline, in around 10 seconds, drawing on the organization's own historical data rather than generic benchmarks. It monitors margins continuously, flags scope creep early, including situations like a senior consultant logging hours on a junior task, and generates risk assessments with concrete recommended actions. Integrations For teams using HubSpot as their CRM, a native two-way integration connects closed deals directly to projects, with time logs flowing back to the CRM. Also integrates with SAP Business One, QuickBooks, Xero, and Salesforce. Works for organizations of 10 to 1,000+. **Average Rating:** 4.1/5.0 **Total Reviews:** 223 #### How Do G2 Users Rate PSOHUB.? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.3/10 (Category avg: 7.9/10) - **Workflow:** 7.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind PSOHUB.? - **Seller:** [PSOHUB.](https://www.g2.com/sellers/psohub) - **Company Website:** www.psohub.com - **Year Founded:** 2020 - **HQ Location:** Bussum, North Holland, Netherlands - **Twitter:** @PSOhub 38 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13f7227629e1c422bd6cab61cd405ebde76102a60ebe9d34ce9b65de97b3cd79&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64996832%2F&secure%5Burl_type%5D=linkedin_company_website) 16 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Consultant - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 65% Small, 33% Medium #### What Do G2 Reviewers Say About PSOHUB.? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of PSOhub, highlighting its smooth navigation and efficient project management capabilities. - Users praise the **easy time tracking** and streamlined project management of PSOhub, enhancing efficiency and productivity. - Users appreciate the **ease of use** of PSOHUB, benefiting from its intuitive interface and efficient project management. - Users value the **ease of project tracking** with PSOHUB, appreciating its intuitive interface and time-saving capabilities. - Users love the **intuitive interface** of PSOHUB, making task organization and time tracking straightforward and efficient. ##### Cons - Users find PSOHUB **not intuitive** , struggling with navigation and feature understanding without proper guidance. - Users find the **limited customization** options in PSOHUB restricting, affecting their ability to tailor the system effectively. - Users experience **limited features** in PSOhub, especially in customization and connectivity, hindering overall usability and efficiency. - Users face **time tracking issues** with PSOHUB that complicate task management and hinder progress visibility. - Users find the **complex usability** of PSOHUB challenging initially, requiring time and support to navigate effectively. #### What Are Recent G2 Reviews of PSOHUB.? **["Excellent management tool, smooth QuickBooks integration, needs to improve in multi-assignee tasks"](https://www.g2.com/survey_responses/psohub-review-13192593)** **Rating:** 4.0/5.0 stars _— Alexandre F._ [Read full review](https://www.g2.com/survey_responses/psohub-review-13192593) **["PSOHUB: Intuitive and Efficient Interface for Project Tracking"](https://www.g2.com/survey_responses/psohub-review-11856833)** **Rating:** 5.0/5.0 stars _— Carolina Z._ [Read full review](https://www.g2.com/survey_responses/psohub-review-11856833) #### What Are G2 Users Discussing About PSOHUB.? - [What is PSOHUB. used for?](https://www.g2.com/discussions/what-is-psohub-used-for) ### [Naverisk](https://www.g2.com/products/naverisk/reviews) Naverisk is a robust All-in-One IT services platform for MSPs and IT Pro’s. Naverisk combines RMM, Service Desk, PSA and 100% free Data Protection into a single powerful solution. Our excellent global 24x7 support also means you can get real time help when you need it. **Average Rating:** 4.7/5.0 **Total Reviews:** 71 #### How Do G2 Users Rate Naverisk? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10) - **Portfolio Performance:** 9.4/10 (Category avg: 7.9/10) - **Workflow:** 10.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 9.5/10 (Category avg: 10/10) #### Who Is the Company Behind Naverisk? - **Seller:** [Naverisk](https://www.g2.com/sellers/naverisk) - **Year Founded:** 2010 - **HQ Location:** Auckland CBD, Auckland - **Twitter:** @Naverisk 426 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=069eb2e873bf3e0e5b80c52fe4e56b208d0e56423490af3c6a2002e734ad7945&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1557974%2F&secure%5Burl_type%5D=linkedin_company_website) 21 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director, Owner - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 90% Small, 8% Medium #### What Do G2 Reviewers Say About Naverisk? _AI-generated summary from verified user reviews_ ##### Pros - Users commend Naverisk for its **high reliability** , making it an invaluable tool for managing complex IT environments. - Users value the **excellent customer support** from Naverisk, appreciating their expertise and quick responsiveness for IT needs. - Users find Naverisk's **ease of use** exceptional, allowing quick onboarding and efficient management of complex environments. - Users value the **high-quality support** from Naverisk, praising its expertise and responsiveness in IT management. - Users value the **high-quality support** from Naverisk, making it a trusted partner for their IT needs. ##### Cons - Users find the **ticketing system clunky** , affecting usability and efficiency in managing their issues effectively. - Users often face **login issues** with Naverisk, needing to re-login for full feature access consistently. - Users find the **interface outdated** and believe it needs a refresh for a better user experience. - Users find the **ticketing system clunky** , which can hinder the overall experience but is still functional. - Users find the **interface outdated** and suggest it needs a refresh for a better experience. #### What Are Recent G2 Reviews of Naverisk? **["Fully Featured, Stable, and Highly Reliable"](https://www.g2.com/survey_responses/naverisk-review-12003113)** **Rating:** 5.0/5.0 stars _— Shannon H._ [Read full review](https://www.g2.com/survey_responses/naverisk-review-12003113) **["Perfect Pricing and Local Hosting That Fits My Needs"](https://www.g2.com/survey_responses/naverisk-review-12658821)** **Rating:** 5.0/5.0 stars _— Kevin D._ [Read full review](https://www.g2.com/survey_responses/naverisk-review-12658821) #### What Are G2 Users Discussing About Naverisk? - [What is Naverisk RMM & PSA used for?](https://www.g2.com/discussions/what-is-naverisk-rmm-psa-used-for) ### [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) Deltek Vantagepoint is an AI-powered, project-based ERP that helps architecture, engineering, and consulting firms manage projects and financials in one application — so teams gain clarity, speed, and profitability across the entire project lifecycle. It connects pipeline, people, projects, and financials from pursuit through to project closeout, eliminating handoffs and data silos. With embedded AI, predictive insights, and intuitive workflows, Vantagepoint enables firms to win the right work, plan smarter, deliver profitable projects, and close the month faster. Best for: Professional services firms in architecture, engineering, and consulting that need a single ERP built for the way project-based businesses actually work — not a generic system with project features bolted on. Use cases:  Build a healthier pipeline by connecting client, pursuit, and resource intelligence in one CRM  Assign the right people to the right projects by balancing workloads and forecasting demand  Keep projects on track with predictive metrics, project-specific KPIs, and automated notifications  Speed up billing cycles and improve cash flow with automated invoice approvals and interactive billing  Simplify time entry and expense capture using AI-powered Timesheet Assist and intelligent character recognition Key Features:  Ask Dela — the AI orchestrator that answers questions, surfaces insights, and completes tasks  Smart Summaries for firms and projects — concise, AI-generated executive briefings  Interactive dashboards and KPIs with Deltek Clarity A&E industry benchmarks  Resource management with skills-based search, capacity planning, and Gantt-based project scheduling  Automated AP invoice processing, draft invoice markups, and Vantagepoint Payments for AR and AP automation Why project-based firms choose Vantagepoint:  One application replaces disconnected systems across the full project lifecycle. Vantagepoint connects pipeline, resource planning, project delivery, and financials — eliminating the data gaps and duplicate work caused by stitching separate tools together.  AI is embedded where teams already work — not added as a separate tool. Ask Dela, Smart Summaries, Dela Insights, Timesheet Assist, and intelligent character recognition operate inside daily workflows to reduce manual effort and surface insights at the point of decision.  Purpose-built for architecture, engineering, and consulting firms. Workflows, financial structures, and reporting are designed around project- based operations — including multi-company, multi-currency project financials — so firms do not need to force-fit a generic ERP. Used by: Architecture, engineering, and consulting firms — from growing practices to large multi-office enterprises — rely on Vantagepoint to run their project-based operations. 98% of the Top 500 Architecture and Engineering firms rely on Deltek, and more than 2,000 companies run their business on Vantagepoint. **Average Rating:** 4.1/5.0 **Total Reviews:** 672 #### How Do G2 Users Rate Deltek Vantagepoint? - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.1/10 (Category avg: 7.9/10) - **Workflow:** 7.4/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Deltek Vantagepoint? - **Seller:** [Deltek](https://www.g2.com/sellers/deltek) - **Company Website:** www.deltek.com - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek 6,574 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=958c4daad13b3f388e84895516e4bbb91fcac55b1ad5c1e3a86b8af357adbfba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163414%2F&secure%5Burl_type%5D=linkedin_company_website) 4,828 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller, Accountant - **Top Industries:** Architecture & Planning, Civil Engineering - **Company Size:** 62% Medium, 16% Small #### What Do G2 Reviewers Say About Deltek Vantagepoint? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **exceptional ease of use** of Deltek Vantagepoint, enhancing operational efficiency and simplifying project management. - Users value the **exceptional ease of project tracking** in Deltek Vantagepoint, significantly boosting operational efficiency and planning. - Users appreciate the **ease of use and functionality** of Deltek Vantagepoint, enhancing productivity with efficient processes. - Users appreciate the **customizability** of Deltek Vantagepoint, enabling personalized financial and operational insights through custom fields and dashboards. - Users value the **reporting efficiency** of Deltek Vantagepoint, facilitating streamlined data management for various users. ##### Cons - Users find that Deltek Vantagepoint has **missing features** like backup documentation attachment and improved workflow setups, among other issues. - Users express frustration with the **poor reporting** capabilities of Deltek Vantagepoint, complicating data analysis and workflow efficiency. - Users find the **complex usability** of Deltek Vantagepoint frustrating, especially with mobile and reporting functionalities. - Users face **access limitations** that hinder functionality, including permission barriers and inflexible reporting options. - Users encounter a **steep learning curve** with Deltek Vantagepoint, requiring extensive time for setup and customization. #### What Are Recent G2 Reviews of Deltek Vantagepoint? **["User-Friendly Interface, Enhances Project Management"](https://www.g2.com/survey_responses/deltek-vantagepoint-review-13078141)** **Rating:** 5.0/5.0 stars _— Leah W._ [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-13078141) **["User Friendly Project Management"](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815)** **Rating:** 4.5/5.0 stars _— Jeanette N._ [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815) #### What Are G2 Users Discussing About Deltek Vantagepoint? - [What is Deltek Vantagepoint used for?](https://www.g2.com/discussions/what-is-deltek-vantagepoint-used-for) - [What is Deltek CRM?](https://www.g2.com/discussions/what-is-deltek-crm) - 1 comment - [What is Deltek Vision software?](https://www.g2.com/discussions/what-is-deltek-vision-software) - 1 upvote - [Is VantagePoint software any good?](https://www.g2.com/discussions/is-vantagepoint-software-any-good) - 1 comment - [What is Deltek VantagePoint?](https://www.g2.com/discussions/what-is-deltek-vantagepoint) - 1 comment ### [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. At the core of this is Nitro, Rocketlane's agentic execution layer: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA. **Average Rating:** 4.7/5.0 **Total Reviews:** 834 #### How Do G2 Users Rate Rocketlane? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 9.0/10 (Category avg: 7.9/10) - **Workflow:** 9.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Rocketlane? - **Seller:** [Rocketlane Corp](https://www.g2.com/sellers/rocketlane-corp-a131cbb6-f2af-4f5b-a775-6d3bc6cda8e6) - **Company Website:** www.rocketlane.com - **Year Founded:** 2020 - **HQ Location:** Walnut, US - **Twitter:** @RocketlaneHQ 1,470 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bc5f22f7615f879dcd6354b176bca79efa4c25c7a9ce1d556a91855e47716a3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frocketlane%2F&secure%5Burl_type%5D=linkedin_company_website) 290 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Customer Success Manager, Software Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Medium, 28% Small #### What Do G2 Reviewers Say About Rocketlane? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **scope of features** in Rocketlane, streamlining onboarding and project management in one tool. - Users find Rocketlane incredibly easy to use, with **simple report generation** and flexible, customizable features. - Users value the **streamlined team collaboration** in Rocketlane, enhancing organization and communication across projects and stakeholders. - Users find **project tracking easy and efficient** with Rocketlane, enhancing organization and collaboration for better outcomes. - Users appreciate the **task management capabilities** of Rocketlane, enabling streamlined project setup and efficient team collaboration. ##### Cons - Users frequently note the **missing features** in Rocketlane, particularly the lack of customer health scoring and effective resourcing tools. - Users report **slow performance** during high workloads, complicating project understanding and overall implementation processes. - Users report **filtering issues** that complicate navigation and experience, along with significant bugs and poor search capabilities. - Users find the **learning curve challenging** , especially when navigating initial setup and implementation complexities without sufficient resources. - Users find **limited customization** options in Rocketlane, especially in reporting capabilities and customer portal metrics. #### 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) ### [HaloPSA](https://www.g2.com/products/halopsa/reviews) HaloPSA is a comprehensive, cloud-based Professional Services Automation (PSA) software tailored for Managed Service Providers (MSPs) and IT service providers. It integrates essential business functions such as service desk management, project planning, billing, and customer relationship management into a unified platform. This consolidation streamlines operations, enhances productivity, and improves service delivery, making it an ideal solution for service-oriented businesses. Key Features and Functionality: - Service Desk: Flexible, automation-driven ticketing system designed specifically for MSPs. - Contracts: Configurable agreements to fit various billing structures and client needs. - Billing & Invoices: Automated invoicing processes to simplify financial operations. - Sales & CRM: Tools to enhance pipeline visibility and manage customer relationships effectively. - Stock Management: Centralized tracking of stock levels to streamline procurement and inventory control. - Project Management: Comprehensive oversight of projects from initiation to completion. - Time Tracking: Accurate logging of billable hours to ensure precise client billing. - Reporting & Analytics: Customizable reports and real-time analytics to monitor performance and inform decision-making. Primary Value and Solutions Provided: HaloPSA addresses the complexities MSPs face by offering an all-in-one platform that reduces the need for multiple disparate tools. Its automation capabilities free up resources by handling repetitive tasks, allowing teams to focus on strategic initiatives. The software's scalability ensures it grows alongside the business, accommodating increasing demands without compromising efficiency. By centralizing various business functions, HaloPSA enhances collaboration, improves service delivery, and drives overall business growth. **Average Rating:** 4.6/5.0 **Total Reviews:** 45 #### How Do G2 Users Rate HaloPSA? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.8/10 (Category avg: 7.9/10) - **Workflow:** 8.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind HaloPSA? - **Seller:** [Halo Service Solutions](https://www.g2.com/sellers/halo-service-solutions) - **Year Founded:** 1994 - **HQ Location:** Stowmarket, England - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d87348f63fe6a103b77d75b3a24e600ce1d8345b771b5db9fd6add5d120e6cd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2083634%2F&secure%5Burl_type%5D=linkedin_company_website) 294 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 91% Small, 9% Medium #### What Do G2 Reviewers Say About HaloPSA? _AI-generated summary from verified user reviews_ ##### Pros - Users find HaloPSA's interface to be **simple and intuitive** , significantly enhancing their daily workflow efficiency. - Users praise the **exceptional customer support** of HaloPSA, enhancing user experience and system efficiency. - Users love the **easy integrations** of HaloPSA, enabling smooth connectivity with various systems and automation capabilities. - Users value the **flexibility** of HaloPSA, which adapts to evolving needs and specific customer use-cases. - Users appreciate the **organization** provided by HaloPSA, which streamlines ticket tracking and daily task management. ##### Cons - Users struggle with the **steep learning curve** of HaloPSA due to unclear documentation and potential feature conflicts. - Users report **billing issues** with HaloPSA, noting limitations in the invoicing and recurring billing systems. - Users find the **complex usability** of HaloPSA challenging due to insufficient documentation and reliance on trial and error. - Users find the **difficult setup** of HaloPSA challenging, wishing for a more straightforward implementation process. - Users find HaloPSA's **billing and invoicing systems lacking** , as recurring billing features do not fully meet their needs. #### What Are Recent G2 Reviews of HaloPSA? **["Automation and Integration at Its Best"](https://www.g2.com/survey_responses/halopsa-review-12797548)** **Rating:** 5.0/5.0 stars _— Randal W._ [Read full review](https://www.g2.com/survey_responses/halopsa-review-12797548) **["Modern, Highly Customisable PSA with Strong Integrations"](https://www.g2.com/survey_responses/halopsa-review-13128209)** **Rating:** 5.0/5.0 stars _— Simon C._ [Read full review](https://www.g2.com/survey_responses/halopsa-review-13128209) #### What Are G2 Users Discussing About HaloPSA? - [What is HaloPSA used for?](https://www.g2.com/discussions/what-is-halopsa-used-for) ### [Workamajig](https://www.g2.com/products/workamajig-workamajig/reviews) Workamajig is a purpose-built agency management software for creative agencies, advertising agencies, marketing agencies, design studios, PR firms, and in-house creative departments. Unlike general project management tools, Workamajig is built around how agencies actually work - combining project management, time tracking, resource planning, client billing and invoicing, digital proofing, financial reporting, and CRM in one integrated system. No separate accounting software. No disconnected tools. One platform from creative brief to final invoice. Agency principals, project managers, and traffic coordinators get real-time visibility into project profitability, retainer hours, staff utilization, and client budgets. Serves agencies of 10 to 500+ users. **Average Rating:** 3.9/5.0 **Total Reviews:** 298 #### How Do G2 Users Rate Workamajig? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Workamajig? - **Seller:** [Workamajig](https://www.g2.com/sellers/workamajig) - **Year Founded:** 2008 - **HQ Location:** Anthem, AZ - **Twitter:** @workamajig 2,401 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=239edf04d64d51d9623ac72216050866e482e33b830f96b3f1f32c47e7f465e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2768397%2F&secure%5Burl_type%5D=linkedin_company_website) 38 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Account Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 62% Small, 31% Medium #### What Do G2 Reviewers Say About Workamajig? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Workamajig, finding it user-friendly for tracking and managing projects. - Users value the **extensive customization options** in Workamajig, tailoring it to suit various departmental needs. - Users value the **customizability** of Workamajig, tailoring the platform to fit diverse needs across departments. - Users value the **comprehensive features** of Workamajig, enabling complete customization and functionality for creative agencies. - Users value the **easy tracking** of projects, benefiting from centralized communications and customizable portal features. ##### Cons - Users find the **complex usability** of Workamajig challenging, leading to low adoption and frustration in navigation. - Users note a **steep learning curve** that can be overwhelming, despite effective training and support from account managers. - Users criticize the **poor design** of Workamajig, noting its minimal interface and confusing navigation. - Users express frustration over the **user experience** , citing complex navigation and lack of intuitive features in Workamajig. - The **steep learning curve** of Workamajig makes adoption challenging for users without proper training and guidance. #### What Are Recent G2 Reviews of Workamajig? **["One-Stop Shop for Agency Success"](https://www.g2.com/survey_responses/workamajig-review-13072598)** **Rating:** 5.0/5.0 stars _— Cindy V._ [Read full review](https://www.g2.com/survey_responses/workamajig-review-13072598) **["All-in-One Project Tracking That Keeps Me Organized"](https://www.g2.com/survey_responses/workamajig-review-13112458)** **Rating:** 4.0/5.0 stars _— Stacey W._ [Read full review](https://www.g2.com/survey_responses/workamajig-review-13112458) ### [Bonsai](https://www.g2.com/products/bonsai/reviews) Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them. **Average Rating:** 4.3/5.0 **Total Reviews:** 100 #### How Do G2 Users Rate Bonsai? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.8/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Bonsai? - **Seller:** [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16) - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @bonsaiinc 3,038 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b38d0f7036e5aae4771034a2d2363bbf2078d06e3ca9949e803bb4db2e05cfc2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6591614%2F&secure%5Burl_type%5D=linkedin_company_website) 41 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Design - **Company Size:** 94% Small, 1% Large #### What Do G2 Reviewers Say About Bonsai? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place. - Users value the **all-in-one invoicing management** of Bonsai, streamlining proposals, payments, and business operations efficiently. - Users appreciate the **all-in-one invoice management** of Bonsai, simplifying proposals, payments, and overall business processes. - Users value the **time-saving features** of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place. - Users value the **time tracking** feature of Bonsai, enhancing project management and streamlining their business operations. ##### Cons - Users note the **missing features** , such as contact export options and a mobile app, affecting overall satisfaction. - Users find Bonsai **expensive compared to alternatives** , often paying for features they don't use and lacking customization options. - Users face **integration issues** with Bonsai, particularly affecting scheduling and timezone management for global teams. - Users find **limited customization** in Bonsai's packages, making it challenging to tailor the service to specific needs. - Users find Bonsai's **limited features** restrictive, often missing vital tools while paying for unnecessary options. #### What Are Recent G2 Reviews of Bonsai? **["A love hate relationship I love to hate"](https://www.g2.com/survey_responses/bonsai-review-10245202)** **Rating:** 5.0/5.0 stars _— Braden E._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202) **["Great Accounts/CRM/collab solution for micro and small businesses"](https://www.g2.com/survey_responses/bonsai-review-9713271)** **Rating:** 5.0/5.0 stars _— Anita Q._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271) #### What Are G2 Users Discussing About Bonsai? - [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers) - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments ### [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) 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. **Average Rating:** 4.3/5.0 **Total Reviews:** 644 #### How Do G2 Users Rate Certinia PS Cloud? - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Certinia PS Cloud? - **Seller:** [Certinia](https://www.g2.com/sellers/certinia) - **Company Website:** certinia.com - **Year Founded:** 2009 - **HQ Location:** Austin, TX - **Twitter:** @CertiniaInc 12,206 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1833fb7480356beb39336d637165cd64d934eee3ae8b7102f461f6addf6e34d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcertinia%2F&secure%5Burl_type%5D=linkedin_company_website) 981 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Salesforce Administrator, Project Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 53% Medium, 36% Large #### What Do G2 Reviewers Say About Certinia PS Cloud? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Certinia PS Cloud, enjoying seamless navigation and integrated project management. - Users value the **efficiency in project management** with Certinia PS Cloud, significantly saving time in operations. - Users value the **seamless reporting capabilities** of Certinia PS Cloud, enhancing efficiency throughout the professional-services lifecycle. - Users value the **user-friendly integration** of Certinia PS Cloud, simplifying management of projects and resources effectively. - Users value the **native Salesforce integration** of Certinia PS Cloud, enhancing seamless functionality across various business sizes. ##### Cons - Users find the **learning curve steep** with Certinia PS Cloud, citing challenges in understanding the software without formal training. - Users find the **complex usability** of Certinia PS Cloud challenging, especially with its steep learning curve and cluttered interface. - Users find **difficult customization** of Certinia PS Cloud hampers efficiency, requiring extensive skills and time for configuration. - Users experience **slow performance** with Certinia PS Cloud, leading to frustrations in functionality and productivity challenges. - Users find the **missing features** in Certinia PS Cloud limit usability and resource management capabilities. #### What Are Recent G2 Reviews of Certinia PS Cloud? **["Automated Project Management Tool within the Clouds"](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7287486)** **Rating:** 4.5/5.0 stars _— Yassin O._ [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7287486) **["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) #### 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 - [What is a PSA platform?](https://www.g2.com/discussions/financialforce-psa-what-is-a-psa-platform) - 1 comment - [What is FinancialForce PSA?](https://www.g2.com/discussions/what-is-financialforce-psa) - 3 comments - [‹ Prev‹ Prev](/categories/professional-services-automation/small-business?order=g2_score#product-list) - [1](/categories/professional-services-automation/small-business?order=g2_score#product-list) - 2 - [3](/categories/professional-services-automation/small-business?order=g2_score&page=3#product-list) - [Next ›Next ›](/categories/professional-services-automation/small-business?order=g2_score&page=3#product-list) Spotlight Categories [Employer of Record (EOR) Software](https://www.g2.com/categories/employer-of-record-eor) [Travel Management Solutions](https://www.g2.com/categories/travel-management) [Employee Communications Software](https://www.g2.com/categories/employee-communications) [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform) Similar Categories - [Procurement](/categories/procurement) - [Accounting & Finance](/categories/accounting-finance) - [Asset Management](/categories/asset-management) - [Business Activity Monitoring](/categories/business-activity-monitoring) - [Dealer Management Systems](/categories/dealer-management-systems) - [Discrete ERP](/categories/discrete-erp) - [Distribution ERP](/categories/distribution-erp) - [Environmental, Quality and Safety Management](/categories/environmental-quality-and-safety-management) - [ERP Systems](/categories/erp-systems) - [ETO ERP](/categories/eto-erp) - [Government ERP](/categories/government-erp) - [Manufacturing](/categories/manufacturing) - [Mixed Mode ERP](/categories/mixed-mode-erp) - [Other ERP](/categories/other-erp) - [Process ERP](/categories/process-erp) [Browse Professional Services Automation Themes](/categories/professional-services-automation/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated Products classified in the overall Professional Services Automation category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Professional Services Automation to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Professional Services Automation category. In addition to qualifying for inclusion in the Professional Services Automation Software category, to qualify for inclusion in the Small Business Professional Services Automation Software category, a product must have at least 10 reviews left by a reviewer from a small business. Show More * * * ## How Do You Choose the Right Professional Services Automation Software? ### What You Should Know About Professional Services Automation Software ### Professional Services Automation software buying insights at a glance [Professional Services Automation (PSA) software](https://www.g2.com/categories/professional-services-automation) helps services organizations manage how work is delivered, staffed, and billed across projects and clients. As service models grow more complex, spanning multi-project portfolios, mixed billing structures, and tighter margin pressure, manual coordination across disconnected tools often leads to inefficiency and revenue leakage. A dedicated PSA platform centralizes delivery workflows, enforces consistency, and enables service execution at scale. Based on G2 reviews, PSA tools are most commonly adopted to reduce operational fragmentation, improve utilization visibility, and strengthen the link between delivery execution and financial outcomes. The category averages a 4.51/5 rating, with 91% of reviewers giving 4+ stars, reflecting strong buyer confidence as teams move beyond spreadsheets and point solutions. Core use cases include project and portfolio management, time and expense tracking, resource capacity planning, billing, and margin reporting. Reviewers consistently emphasize the need to strike a balance between flexibility and governance. High-performing teams value configurable project and resourcing models, alongside guardrails for time entry, billing rules, and approvals to protect margins. As a result, professional services automation software is increasingly treated not as a back-office admin tool, but as a system of record for forecasting, utilization planning, and executive reporting. Companies evaluating the leading professional services automation solutions typically prioritize the balance between configurability and out-of-the-box workflows, especially for IT consulting firms managing client delivery across multiple engagements. Based on G2 reviews, services delivery leaders evaluate PSA tools by comparing resource utilization tracking, billing complexity coverage, and integrations with their existing ERP and CRM systems. ### Top 5 FAQs from software buyers: - What features should I look for in the best professional services automation software? - How does PSA software integrate with [ERP](https://www.g2.com/categories/erp-systems), [CRM](https://www.g2.com/categories/crm), and [accounting](https://www.g2.com/categories/accounting) systems? - What’s the typical ROI from implementing professional services automation tools? - What are the key differences between leading PSA platforms and ERP-based services modules? - How long does it typically take to implement a professional services automation system? G2’s top-rated Professional Services Automation software includes [Autotask](https://www.g2.com/products/autotask/reviews), [Syncro](https://www.g2.com/products/syncro/reviews), [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews), and [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews). ([Source 2](https://www.g2.com/reports)) ### What are the top-reviewed Professional Services Automation on G2? [Autotask](https://www.g2.com/products/autotask/reviews) - Number of Reviews: 360 - Satisfaction: 97 - Market Score: 97 - G2 score: 97 [Syncro](https://www.g2.com/products/syncro/reviews) - Number of Reviews: 195 - Satisfaction: 98 - Market Score: 72 - G2 score: 85 [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews) - Number of Reviews: 136 - Satisfaction: 67 - Market Score: 93 - G2 score: 80 [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - Number of Reviews: 199 - Satisfaction: 90 - Market Score: 66 - G2 score: 78 [Keka](https://www.g2.com/products/keka/reviews) - Number of Reviews: 194 - Satisfaction: 81 - Market Score: 72 - G2 score: 77 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Professional Services Automation Based on G2 reviews, buyers evaluating the leading professional services automation solutions weigh configurability, implementation effort, and how cleanly the platform absorbs the time-tracking, billing, and reporting workflows their teams already run. For consultants and agencies, reviewers consistently call out clean timesheet UX and accurate client invoicing as the workflow features that drive daily adoption across project-based service work. IT consulting firms and MSPs gravitate toward PSA apps that unify ticketing, RMM integration, and contract billing in a single operational hub for managed services delivery. Small IT consulting teams specifically prioritize implementation speed, predictable pricing, and out-of-the-box configurations over deep customization, since most cannot dedicate a full admin to ongoing platform tuning. The reviewer feedback below captures both sides of this tradeoff: what users consistently appreciate, and where leading platforms still fall short. #### Feedback Pros: What Users Consistently Appreciate - **Flexible, flat-fee IT management with easy scripting and broad integrations** - _“Scripting things like new computer setups and installing third party software is very easy. As a one man shop with a break-fix/MSP hybrid model I also appreciate one flat fee, and not having to pay per seat. This makes it easy to throw a Syncro agent on all of my non-managed clients for basic monitoring and alerting, as well as ease of remote support in the future. The number of integrations with commonly used tech products is also helpful.”_ _-_ [_Thomas K._](https://www.g2.com/products/syncro/reviews/syncro-review-12114039)_, Syncro Review_ - **Transformative, AI-powered operations with exceptional support** - _“__Rocketlane has revolutionised out operations and reporting and we use it on a daily basis. It's user-friendly, it allows my Team to do things we've never been able to do before. The AI chat bot is one of the best I've seen and the Support Team who's ready to jump in if AI can't help is outstanding. They're very quick to respond. Our relationship with our CSM and TAM is great too - overall, it's a pleasure to work with Rocketlane!”_ _-_ [_Maja B._](https://www.g2.com/products/rocketlane-corp/reviews/rocketlane-review-11697451)_, Rocketlane Review_ - **Centralized ticketing, projects, and billing with strong RMM integration** - _“__Autotask has become an essential part of our daily operations. By keeping all our tickets, projects, and billing centralized, it makes it much easier for our team to stay organized. The integration with Datto RMM functions smoothly, allowing us to connect technical work directly to the service desk. Although it takes a little time to get familiar with the layout, once you do, it proves to be a powerful system that significantly reduces administrative workload.”_ _-_ [_Phillip P._](https://www.g2.com/products/autotask/reviews/autotask-review-11859915)_, Autotask Review_ #### Cons: Where Many Platforms Fall Short - **Project and opportunity workflows feel rigid and complex to configure** - “_I find the project workflow in Autotask could use some updating to better align with our specific needs. Despite discussing this with Kaseya, it remains an area of concern. Additionally, my sales department is dissatisfied with how the opportunities feature functions, as it doesn't fully meet their needs. We are hoping for better guidance on its usage and improvements in managing and viewing opportunities across multiple resources. Moreover, the initial setup of Autotask was challenging due to its size and complexity, requiring a significant investment of time to establish a base configuration.”_ - [David D.](https://www.g2.com/products/autotask/reviews/autotask-review-11658513), Autotask Review - **Confusing permission setup and unreliable tools impact daily workflow** - _“__I find it quite challenging to configure different user permissions effectively. My boss has been trying to figure out my user account permissions for a long time, and yet I still cannot access certain aspects of the platform properly. This makes it quite annoying since some essential features remain out of reach, affecting my workflow. Furthermore, the backgrounding tools that I initially found useful have become increasingly unreliable over time. They don't consistently work, which is frustrating. Although I reached out to customer support to resolve these reliability issues, I did not have much success, which adds to the frustration.”_ _-_ [_Mahmood I._](https://www.g2.com/products/syncro/reviews/syncro-review-11778419)_, Syncro Review_ - **Powerful platform with usability, customization, and support limitations** - _“__My main dislike about SAP S/4HANA Cloud is that even though the system is powerful, the ease of use could still be improved. Some Fiori apps feel unintuitive at first and require extra training. Implementation also takes longer than expected because many processes need to fit into the standard, so customization options are limited. Customer support is helpful but sometimes slow to respond for complex issues. I use the system frequently, and while it offers a wide range of features, a few important ones still feel incomplete or require additional add-ons. Integration with other systems works well overall, but it can become complicated when dealing with non-SAP tools. So the platform is strong, but these areas still have room for improvement.”_ _-_ [_Harsh J._](https://www.g2.com/products/sap-s-4hana-cloud/reviews/sap-s-4hana-cloud-review-12011707)_,_ _SAP S/4HANA Cloud Review_ ### My Expert Takeaway on Professional Services Automation Software Across G2 reviews, professional services automation (PSA) delivers the most value when organizations treat it as an operating discipline rather than a set of loosely connected modules. High-performing teams establish clear ownership over resource planning, time capture, and billing rules early in the rollout, which reduces downstream friction and improves adoption across delivery, finance, and leadership. This pattern is reflected in the dataset, where day-to-day usability and vendor experience score strongly, while setup and administration tend to lag slightly. Teams that achieve the best outcomes with PSA strike a balance between flexibility and governance. While advanced configuration and automation are powerful, ease of use remains a key differentiator for sustained adoption. In IT services and marketing agencies in particular, successful implementations standardize core templates, projects, roles, and rate cards before expanding into custom fields and advanced workflows. When PSA is tightly integrated across delivery, resourcing, and billing, it reduces handoffs and manual rework, becoming the system of record for utilization, margin, and forecasting. For buyers evaluating the best professional services automation software, the core challenge is scaling delivery complexity without slowing teams down. The most effective PSA platforms support disciplined configuration upfront, then enable controlled expansion into deeper analytics, reporting, and integrations as organizational maturity grows. This approach improves trust in the data, minimizes administrative bottlenecks, and drives long-term adoption across services, finance, and executive stakeholders. ### Professional Services Automation Software FAQs #### What is professional services automation software? Professional services automation (PSA) software helps service organizations run their delivery end-to-end, manage projects, schedule resources, capture time/expense, bill, and report on profitability. Instead of stitching spreadsheets and point tools together, PSA centralizes delivery data, allowing teams to forecast utilization, reduce revenue leakage, and standardize client reporting. It’s most common in consultancies, agencies, and IT services firms. #### What are examples of PSA tools? Examples of PSA tools include platforms built for project delivery operations: project + portfolio management, resource capacity planning, timesheets/expenses, invoicing, and margin reporting in one system. Some are services-first suites; others extend from ERP, CRM, or project management ecosystems. In practice, “best fit” depends on whether you need deep financials, lightweight delivery tracking, or strong integrations. #### What is the best PSA software? The best PSA software depends on how your services organization operates, staffing model, billing complexity, and margin tracking needs. On G2, tools like [Kantata (formerly Mavenlink)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews), [Certinia (FinancialForce PSA)](https://www.g2.com/products/certinia-financial-management-cloud/reviews), and [BigTime](https://www.g2.com/products/bigtime/reviews) are consistently rated highly for time tracking, resource forecasting, and billing accuracy. Buyers should compare satisfaction and Market Presence on G2, then validate fit through a real-world workflow pilot. #### What is the difference between ERP and PSA? ERP is primarily a finance-and-operations backbone (general ledger, procurement, inventory, company-wide financial controls). PSA is delivery-centric: planning and tracking services work (projects, staffing, timesheets, and client billing) often feeding clean operational data into the finance system. Some ERPs include PSA modules, but many teams adopt dedicated PSA when they need stronger utilization forecasting, delivery reporting, and services-specific workflows. #### What is a professional services automation system? A professional services automation system is the operational hub that standardizes how services are planned, delivered, and billed. It typically includes project templates, role-based staffing and utilization planning, timesheets/expenses, approvals, invoicing rules, and dashboards for revenue and margin. The goal is consistent delivery governance, allowing leadership to forecast capacity and profitability while teams spend less time on administration. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on: January 9, 2026**