Best Professional Services Automation Software for Small Business - Page 3

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Screendragon

Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. By connecting planning, execution, governance, and reporting in one platform, Screendragon helps teams run work with confidence at scale.​ Designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements, Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and automation beyond basic task management.​ Key capabilities include configurable workflows, automated and AI-assisted approvals, resource and capacity planning, financial forecasting, and advanced operational reporting. The platform adapts to existing processes rather than forcing rigid templates, making it well suited to complex or regulated environments.​ Screendragon is designed to work as part of a broader enterprise ecosystem. It integrates with existing tools and platforms and provides an open API, enabling organisations to extend workflows, automate data exchange, and connect Screendragon to their wider technology stack.​ Trusted by global organisations including Kellogg’s, BP, TBWA, and McCann Worldgroup.

Average Rating: 4.7/5.0

Total Reviews: 110

How Do G2 Users Rate Screendragon?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.6/10 (Category avg: 7.9/10)
  • Workflow: 9.6/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Screendragon?

  • Seller: Screendragon
  • Company Website:
  • Year Founded: 2001
  • HQ Location: London, England
  • Twitter: @screendragon
    4,101 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    85 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Marketing and Advertising, Consumer Goods
  • Company Size: 50% Medium, 45% Large

What Do G2 Reviewers Say About Screendragon?

AI-generated summary from verified user reviews

Pros
  • Users value the flexibility of Screendragon, appreciating its adaptability for diverse project scopes and workflows.
  • Users love the automation capabilities of Screendragon, making project tracking and management seamless and efficient.
  • Users value the effective communication from the Screendragon team, appreciating their responsiveness and adaptability to needs.
  • Users find Screendragon to be easy to learn and implement, with helpful resources enhancing their understanding and experience.
  • Users highlight the team's efficient response time, appreciating their flexibility and eagerness to assist with urgent needs.
Cons
  • Users face platform limitations that hinder flexibility and user-friendliness, complicating effective use in large organizations.
  • Users find the complexity of the admin console to be a barrier to a smoother user experience.
  • Users find the admin console complex, noting that it can lack user-friendly dynamics and ease of use.
  • Users find the confusing platform of Screendragon limits their ability to create reports independently and easily.
  • Users find reporting inadequate in Screendragon, facing challenges with manual builds and exporting data effectively.

What Are Recent G2 Reviews of Screendragon?

What Are G2 Users Discussing About Screendragon?

Updated August 2026.

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 213

Category Stats (Oct 2026)

  • Average Rating: 4.31/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Striven (+1.0%) - Among all products in this category, Striven recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 26,400+ Authentic Reviews
  • 213+ 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

Highlighted products: Autotask, Syncro, BigTime, CMap, SuperOps, Teamwork.com, Magnetic, and Ruddr Professional Services Automation.

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=teamwork-com&focus%5B%5D=magnetic-software-magnetic&focus%5B%5D=ruddr-professional-services-automation&segment=small-business)

Workamajig

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: 301

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
  • Year Founded: 2008
  • HQ Location: Anthem, AZ
  • Twitter: @workamajig
    2,401 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 value the ease of use in Workamajig, particularly for time entry and project review.
  • Users value the customization options in Workamajig, allowing adaptation to any company's workflows and needs.
  • Users value the customizability of Workamajig, enabling tailored solutions for diverse company needs and workflows.
  • Users love the comprehensive features of Workamajig, enabling full customization for their unique business needs.
  • Users value the easy tracking of projects, benefiting from centralized communications and customizable portal features.
Cons
  • Users find the complex usability of Workamajig frustrating, requiring extensive training to navigate effectively.
  • Users note a large learning curve with Workamajig, requiring training to navigate its robust features effectively.
  • Users find the poor design lacking in visuals and color, impacting its usability for creative tasks.
  • Users find the user interface lacking in friendliness, requiring additional training for effective use and navigation.
  • Users find the steep learning curve challenging, impacting full adoption within their agency and workflow integration.

What Are Recent G2 Reviews of Workamajig?

Bonsai

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)
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @bonsaiinc
    3,038 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Design
  • Company Size: 94% Small, 1% Medium

What Do G2 Reviewers Say About Bonsai?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Bonsai, enjoying streamlined management of contracts, invoices, and services in one place.
  • Users value the all-in-one invoicing capabilities of Bonsai, simplifying their business management and enhancing productivity.
  • Users appreciate the comprehensive invoice management of Bonsai, streamlining business processes and enhancing productivity effortlessly.
  • Users love the time-saving features of Bonsai, streamlining proposal, invoicing, and project management effortlessly.
  • Users value the time tracking capabilities of Bonsai, enhancing project management and overall business efficiency.
Cons
  • Users note a lack of features like CSV export, mobile app, and satisfactory customer service in Bonsai.
  • Users find Bonsai expensive compared to alternatives, often paying for unnecessary features in a restrictive membership model.
  • Users experience integration issues with Bonsai, citing problems like timezone conflicts and inadequate calendar functionalities.
  • Users find the limited customization options restrictive, impacting their ability to tailor Bonsai to specific needs.
  • Users find Bonsai's features limited and restrictive, often feeling they pay for unnecessary functionalities.

What Are Recent G2 Reviews of Bonsai?

What Are G2 Users Discussing About Bonsai?

WorkflowMAX

WorkflowMAX is a job and profitability management software solution specifically designed to assist service firms in optimizing their operations. This platform provides users with comprehensive control over essential aspects such as time management, team collaboration, and profit tracking, all consolidated into a single interface. By streamlining processes like project management, timesheet tracking, invoicing, and purchase order issuance, WorkflowMAX enhances clarity at every stage of a firm's workflow. Targeted primarily at growing service-oriented businesses, WorkflowMAX empowers users to scale their operations effectively. With the ability to monitor where time is allocated and profits are generated, firms can make informed decisions, delegate tasks with accuracy, and expand their services without uncertainty. This adaptability ensures that the software aligns with the unique workflows of each firm, rather than imposing a rigid structure that may not fit their needs. Key features of WorkflowMAX include its robust project management tools, which allow users to create, assign, and track projects in real time. The timesheet functionality simplifies the process of logging hours worked, ensuring that all team members can accurately report their time. Additionally, the invoicing and purchase order capabilities facilitate seamless financial transactions, making it easier for firms to manage their cash flow. The software also integrates deeply with popular accounting platforms like Xero and QuickBooks, enabling users to synchronize financial data effortlessly. The benefits of using WorkflowMAX extend beyond its core functionalities. The software is designed to provide users with insights into their operations, helping them identify areas for improvement and opportunities for growth. The dedicated support team is another significant advantage, as they are genuinely invested in the success of their clients, offering assistance and guidance as needed. This commitment to customer support, combined with the software's comprehensive features, positions WorkflowMAX as a valuable asset for service firms looking to enhance their operational efficiency and profitability.

Average Rating: 4.1/5.0

Total Reviews: 63

How Do G2 Users Rate WorkflowMAX?

  • Has the product been a good partner in doing business?: 8.3/10 (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 WorkflowMAX?

  • Seller: WorkflowMAX
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Melbourne
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 76% Small, 14% Medium

What Do G2 Reviewers Say About WorkflowMAX?

AI-generated summary from verified user reviews

Pros
  • Users find WorkflowMax to be easy to use and customize, enhancing their experience with minimal onboarding required.
  • Users appreciate the time tracking simplicity of WorkflowMAX, enhancing productivity and streamlining project management.
  • Users value the easy integration of WorkflowMAX with Xero, enhancing their streamlined invoicing process without double handling.
  • Users appreciate the seamless integration with Xero, enhancing workflow efficiency and minimizing invoice handling.
  • Users love the ease of use of WorkflowMax for managing projects seamlessly and efficiently from start to finish.
Cons
  • Users find the missing features of WorkflowMAX, like multi-currency billing, hinder effective task management.
  • Users find the limited functionality of WorkflowMAX frustrating, noting inefficiencies and outdated processes affecting usability.
  • Users face billing issues, including multi-currency needs and invoice discrepancies that hinder smooth transaction management.
  • Users find that time consumption is an issue with WorkflowMAX due to slow entry processes and multiple clicks.
  • Users express frustration over invoicing problems like discrepancies in quoted and invoice values and missing multi-currency billing.

What Are Recent G2 Reviews of WorkflowMAX?

What Are G2 Users Discussing About WorkflowMAX?

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Accelo

Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.

Average Rating: 4.3/5.0

Total Reviews: 661

How Do G2 Users Rate Accelo?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.1/10 (Category avg: 7.9/10)
  • Workflow: 8.6/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Accelo?

  • Seller: Accelo
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • Twitter: @accelo
    2,980 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 72% Small, 25% Medium

What Do G2 Reviewers Say About Accelo?

AI-generated summary from verified user reviews

Pros
  • Users find Accelo easy to learn and access, enhancing collaboration and task management across various departments.
  • Users appreciate the effective project tracking features of Accelo, enhancing coordination and profitability across all tasks.
  • Users appreciate the efficiency of Accelo, seamlessly integrating multiple tools to streamline business processes and enhance productivity.
  • Users appreciate the integrated client management features of Accelo, enhancing coordination and transparency across all projects.
  • Users benefit from efficient task and project management in Accelo, enhancing transparency and profitability across teams.
Cons
  • Users find missing features in Accelo, like insufficient reporting and complex processes, hinder usability and efficiency.
  • Users find the learning curve steep, causing confusion and frustration with implementation and insufficient training support.
  • Users are frustrated with Accelo's limited features, outdated UI, and lack of effective customer support.
  • Users find Accelo's complexity overwhelming, with difficult configurations and inadequate training leading to frustration and inefficiency.
  • Users find limited customization in Accelo, making it challenging to tailor workflows and reports to specific needs.

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

Planview AdaptiveWork

Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios.

Average Rating: 4.1/5.0

Total Reviews: 521

How Do G2 Users Rate Planview AdaptiveWork?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.3/10 (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 Planview AdaptiveWork?

  • Seller: Planview
  • Company Website:
  • Year Founded: 1989
  • HQ Location: Austin, TX
  • Twitter: @Planview
    3,049 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,834 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Senior Project Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 49% Medium, 41% Large

What Do G2 Reviewers Say About Planview AdaptiveWork?

AI-generated summary from verified user reviews

Pros
  • Users value the easy management features of Planview AdaptiveWork, allowing seamless tracking and customization of projects.
  • Users appreciate the customizability and ease of use in Project Management with Planview AdaptiveWork for seamless tracking.
  • Users value the high customizability of Planview AdaptiveWork, allowing easy creation of workflows without coding skills.
  • Users value the extensive customization options of Planview AdaptiveWork, enabling easy creation of tailored workflows and views.
  • Users love the ease of use in Planview AdaptiveWork, making customization and workflow creation accessible to everyone.
Cons
  • Users face significant access limitations with Planview AdaptiveWork, often having to rely on external processes and lacking support.
  • Users face subpar app functionality with many processes needing to be completed externally before entering the tool.
  • Users find that change adjustments are problematic, with many processes needing to be handled outside the tool.
  • Users find that inadequate tools lead to reliance on external processes, hampering efficiency and support experiences.
  • Users find the manual data entry troublesome as many processes must be done outside the tool before entry.

What Are Recent G2 Reviews of Planview AdaptiveWork?

What Are G2 Users Discussing About Planview AdaptiveWork?

Upland PSA

Upland PSA is a professional services automation software designed to help organizations manage and optimize their service delivery operations. The software provides capabilities for resource management, project planning, time and expense tracking, and financial management. It supports forecasting and analytics to assist in project execution and performance measurement. Upland PSA integrates with other business systems to streamline workflows and facilitate data sharing across departments. The software addresses business needs related to managing complex projects, improving resource utilization, and enhancing visibility into project status and profitability. Its functionalities are intended to support project teams in meeting delivery timelines and maintaining budgetary control.

Average Rating: 4.0/5.0

Total Reviews: 109

How Do G2 Users Rate Upland PSA?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.6/10 (Category avg: 7.9/10)
  • Workflow: 7.8/10 (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 Upland PSA?

  • Seller: Upland Software
  • Year Founded: 2010
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    802 employees on LinkedIn®
  • Ownership: NASDAQ:UPLD
  • Total Revenue (USD mm): $291

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 69% Medium, 16% Large

What Are Recent G2 Reviews of Upland PSA?

What Are G2 Users Discussing About Upland PSA?

BigTime Projector

Projector PSA, now powered by Big Time Software, is a cloud-based Professional Services Automation tool specifically designed for managing delivery organizations. Modules for Project Accounting, Project Delivery and Resource Management enable better profit margins, utilization rates and operational efficiency. Projector BI provides PSO specific analytics and intelligence to measure and manage at every level and model your future success. Integrate with your CRM for extended visibility into pipeline revenue and staffing. Projector’s out of the box functionality supports multi-currency, multi-company capabilities. Our tech-agnostic approach to integration means no compromising on tech today or in the future. Projector is the PSA built by services professionals to support the specific needs of PSOs and is consistently ranked #1 for customer satisfaction.

Average Rating: 4.5/5.0

Total Reviews: 131

How Do G2 Users Rate BigTime Projector?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.8/10)
  • Portfolio Performance: 9.3/10 (Category avg: 7.9/10)
  • Workflow: 9.1/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind BigTime Projector?

  • Seller: BigTime
  • Year Founded: 2002
  • HQ Location: Chicago, IL
  • Twitter: @BigTimeSoftware
    2,744 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    166 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Management Consulting
  • Company Size: 49% Medium, 40% Small

What Are Recent G2 Reviews of BigTime Projector?

What Are G2 Users Discussing About BigTime Projector?

Allfred

Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process and minimizing mistakes. Allfred was designed with "creatives in mind" to shift agencies' focus to do more creative work and less on paperwork and numerous Spreadsheets. We understand that for CFOs and managing directors, every decision must be rooted in financial data. That's why our platform offers real-time integrated financial and project data, allowing for better business decisions and increased profitability. Starting with automated Proposals and Budgeting, through interactive Resource Planning up to integrated Project Management and one-click Time Tracking, Allfred gives agency teams the right tools to make the process simple and efficient to deliver agencies more profit. *Time management* To-do-list and one-click time tracking reduces friction in communication within creative departments. *Resource planning* Interactive resource planning with drag&drop options increases agency team capacity and helps reduce overwork. *Project management* Time-saving automation and process assistance reduce dull work and frequent budgeting and project management mistakes. *Financial analysis* The Finance dashboard provides a comprehensive overview of your financial data and KPIs in one place. It helps you understand and analyze the sources of your revenue and identify opportunities for growth and allows you to track and optimize profitability and performance. With a step-by-step approach to onboarding into agency processes, we reduce the management effort and shorten the implementation time. We believe that better work for everyone means better profit for the agency.

Average Rating: 4.7/5.0

Total Reviews: 52

How Do G2 Users Rate Allfred?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.8/10 (Category avg: 7.9/10)
  • Workflow: 5.0/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 5.7/10 (Category avg: 10/10)

Who Is the Company Behind Allfred?

  • Seller: Allfred
  • Year Founded: 2020
  • HQ Location: Bratislava, Slovakia
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Manager
  • Top Industries: Marketing and Advertising
  • Company Size: 83% Small, 17% Medium

What Do G2 Reviewers Say About Allfred?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Allfred, appreciating its intuitive interface and seamless integration capabilities.
  • Users love the simple and organized task management of Allfred, finding it essential and efficient for daily use.
  • Users appreciate the comprehensive project management capabilities of Allfred, streamlining processes and enhancing team collaboration.
  • Users value the robust and customizable features of Allfred for effective resource management and streamlined project organization.
  • Users love the user-friendly interface of Allfred, appreciating its seamless integration and productivity-boosting capabilities.
Cons
  • Users experience slow loading times occasionally, especially with large sheets, which can hinder efficiency.
  • Users occasionally experience slow performance when handling large data sheets, impacting their overall efficiency.
  • Users often experience slow update issues, leading to confusion and delays in project and task management.
  • Users report encountering bug issues with Allfred, which can occasionally disrupt their workflow and experience.
  • Users encounter occasional glitches in Allfred, which can disrupt workflow but are generally minor and manageable.

What Are Recent G2 Reviews of Allfred?

Cloud Coach

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform.

Average Rating: 4.5/5.0

Total Reviews: 172

How Do G2 Users Rate Cloud Coach?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 6.8/10 (Category avg: 7.9/10)
  • Workflow: 8.2/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Cloud Coach?

  • Seller: Cloud Coach
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Fort Collins, Colorado
  • Twitter: @cloudcoach
    116 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 54% Medium, 31% Small

What Do G2 Reviewers Say About Cloud Coach?

AI-generated summary from verified user reviews

Pros
  • Users find Cloud Coach's user-friendly interface enhances productivity and collaboration, streamlining project management effortlessly.
  • Users value the seamless project management features of Cloud Coach that enhance organization and productivity across teams.
  • Users value the seamless integration with Salesforce, enhancing visibility and collaboration across projects and tasks.
  • Users value the seamless integration with Salesforce, enabling efficient project management without switching applications.
  • Users appreciate the seamless Salesforce integration of Cloud Coach, enhancing visibility and streamlining project management.
Cons
  • Users find the steep learning curve of Cloud Coach intimidating, making initial navigation challenging for new users.
  • Users find Cloud Coach to have high complexity, making navigation and customization challenging, especially for newcomers.
  • Users find missing features frustrating, limiting customization and setup, especially for advanced task management and tracking.
  • Users note the limited customization options in Cloud Coach can complicate workflows and affect performance negatively.
  • Users find Cloud Coach to have a complex usability that makes navigation difficult, especially for new users.

What Are Recent G2 Reviews of Cloud Coach?

What Are G2 Users Discussing About Cloud Coach?

Avaza

Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device.

Average Rating: 4.5/5.0

Total Reviews: 375

How Do G2 Users Rate Avaza?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.9/10 (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)?: 8.8/10 (Category avg: 10/10)

Who Is the Company Behind Avaza?

  • Seller: Avaza Software
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Neutral Bay
  • Twitter: @AvazaHQ
    1,038 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Project Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 74% Small, 22% Medium

What Do G2 Reviewers Say About Avaza?

AI-generated summary from verified user reviews

Pros
  • Users find Avaza easy to use, enabling collaboration and clarity while managing multiple projects effectively.
  • Users appreciate the effective time tracking in Avaza, enhancing team utilization insights and simplifying budget management.
  • Users praise the world-class customer support of Avaza for its quick responses and effective issue resolution.
  • Users praise Avaza for its time-saving features, facilitating effective team collaboration and project management.
  • Users love Avaza's intuitive user interface, appreciating its simplicity and powerful functionality for business management.
Cons
  • Users find the limited features of Avaza restrict customization and complicate project management and reporting.
  • Users find the missing features in Avaza limiting, particularly regarding time entry grouping and sub-task management.
  • Users find limited customization options frustrating, especially for invoices, tasks, and project management features.
  • Users find reporting challenging in Avaza due to complexity and difficulties in pulling relevant data.
  • Users face challenges with reporting issues due to lack of customization and complex data pulls in Avaza.

What Are Recent G2 Reviews of Avaza?

What Are G2 Users Discussing About Avaza?

Rev.io PSA formerly Tigerpaw One

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

Average Rating: 3.2/5.0

Total Reviews: 41

How Do G2 Users Rate Rev.io PSA formerly Tigerpaw One?

  • Has the product been a good partner in doing business?: 7.2/10 (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 Rev.io PSA formerly Tigerpaw One?

Who Uses This Product?

  • Top Industries: Telecommunications, Information Technology and Services
  • Company Size: 80% Small, 15% Medium

What Do G2 Reviewers Say About Rev.io PSA formerly Tigerpaw One?

AI-generated summary from verified user reviews

Pros
  • Users value the easy tracking capabilities of Rev.io PSA for managing tickets and stock seamlessly.
  • Users value the seamless integration with QuickBooks for efficient ticket tracking and stock management in their telecom business.
  • Users value the seamless integration of Rev.io PSA with Quick Books, enhancing efficiency in telecom business operations.
Cons
  • Users find the cost prohibitive for small companies, making it difficult to justify the expense.

What Are Recent G2 Reviews of Rev.io PSA formerly Tigerpaw One?

What Are G2 Users Discussing About Rev.io PSA formerly Tigerpaw One?

BQE CORE

BQE CORE is an all-in-one project management, time tracking, billing, CRM, and accounting platform for architecture and engineering firms. Most firms are stuck tracking the wrong metrics, or none at all, while the numbers that actually drive profitability stay buried in spreadsheets and disconnected systems. That gets harder to ignore once a firm has grown past a single office, brought on dedicated finance and operations staff, and started running several projects at once. CORE gives firm leaders one place to see the metrics that matter: billing multiplier, effective billing rate, utilization, and realization, in real time. The difference shows up in the numbers. In BQE's 2026 A&E Benchmarking Report, firms with the highest billing multiplier ran profit margins 7.5 points higher and grew revenue twice as fast as the rest of the industry. Thousands of A&E firms use CORE to run more efficient, more profitable practices, so their teams spend less time on manual tracking and more time on the design and engineering work they set out to do.

Average Rating: 4.3/5.0

Total Reviews: 441

How Do G2 Users Rate BQE CORE?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.6/10 (Category avg: 7.9/10)
  • Workflow: 8.1/10 (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 BQE CORE?

  • Seller: BQE Software, Inc.
  • Company Website:
  • Year Founded: 1995
  • HQ Location: Torrance, CA
  • Twitter: @bqesoftware
    3,923 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    414 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Office Manager, Architect
  • Top Industries: Architecture & Planning, Civil Engineering
  • Company Size: 79% Small, 19% Medium

What Do G2 Reviewers Say About BQE CORE?

AI-generated summary from verified user reviews

Pros
  • Users value the easy time tracking feature of BQE CORE, simplifying project management and enhancing usability.
  • Users appreciate the intuitive interface of BQE CORE, which enhances project management and reporting efficiency.
  • Users value the easy invoicing and expensing process in BQE CORE, enhancing overall efficiency and client communication.
  • Users appreciate the easy invoicing process in BQE CORE, enhancing efficiency and clarity in billing clients.
  • Users appreciate the ease of time tracking in BQE CORE, enhancing project management efficiency and accuracy.
Cons
  • Users experience slow loading times with BQE CORE, impacting workflow efficiency and user satisfaction.
  • Users notice slow performance in BQE CORE, experiencing lag and delays during page loads and submission processes.
  • Users find the learning difficulty of BQE CORE frustrating due to complicated navigation and cumbersome processes.
  • Users find the complex usability of BQE CORE challenging, especially during initial navigation and training scheduling.
  • Users find the learning curve steep, making initial navigation and training a challenge for new users.

What Are Recent G2 Reviews of BQE CORE?

What Are G2 Users Discussing About BQE CORE?

Mission Control

Mission Control is your project management command center and Professional Services Automation solution, for any business that wants to elevate its workflow, where you can navigate, plan, manage & evaluate all your projects in one place to improve business performance. Built natively on the Salesforce Platform, the vast array of features are agile and easily customized to your business and client needs. Ultimately, you will be more organized and get the best ROI on your Salesforce platform. The solution helps you manage your end-to-end project, whether that's a complex program of work or simple onboarding / process management. Mission Control provides you with all the features required to effectively and efficiently deliver your professional services projects. The key features of Mission Control include detailed project plans, including multiple resources, financial tracking of revenue and costs, timesheets and expenses, risk management, issue logs, invoice management, PMO analysis, revenue recognition, resource capacity planning, program management, requirements and user stories, Gantt Charts, Resource Schedulers, Kanban Boards.

Average Rating: 4.4/5.0

Total Reviews: 172

How Do G2 Users Rate Mission Control?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.4/10 (Category avg: 7.9/10)
  • Workflow: 8.5/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Mission Control?

  • Seller: Aprika Business Solutions
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Melbourne, Victoria, Australia
  • Twitter: @MissionCntrlPM
    7,230 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director, Salesforce Consultant
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 61% Small, 34% Medium

What Do G2 Reviewers Say About Mission Control?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Mission Control helpful for quickly tracking project statuses.
  • Users value the clear visibility of job statuses and appreciate the user-friendly interface of Mission Control.
  • Users value the clear visibility of job statuses and appreciate the user-friendly interface of Mission Control.
  • Users love the clean and user-friendly interface of Mission Control, simplifying project status visibility and management.
Cons
  • Users find the limited customization options in Mission Control frustrating and lacking flexibility for their needs.

What Are Recent G2 Reviews of Mission Control?

Function Point

Since 1997, Function Point’s all-in-one agency management software has been helping creative agencies optimize workflow, streamline operations and get the insight needed to make better business decisions. Today, more than 500 agencies use Function Point to thrive and scale. More than just project management, Function Point’s all-in-one solution eliminates the need for multiple tools and integrates everything you need to manage agency workflow, projects, operations and financials in just one spot. Best of all, with QuickBooks integration and built-in business intelligence reporting, you can finally sleep better at night because you know exactly what’s happening in your business and have the right information to make critical business decisions - decisions that will lead to happy clients, a productive, creative team, and a smooth running, profitable agency.

Average Rating: 3.8/5.0

Total Reviews: 191

How Do G2 Users Rate Function Point?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.8/10)
  • Portfolio Performance: 5.0/10 (Category avg: 7.9/10)
  • Workflow: 5.0/10 (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 Function Point?

Who Uses This Product?

  • Who Uses This: Project Manager, Account Manager
  • Top Industries: Marketing and Advertising, Graphic Design
  • Company Size: 85% Small, 11% Medium

What Do G2 Reviewers Say About Function Point?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Function Point, making project management and collaboration seamless and stress-free.
  • Users value the ease of managing client proposals in Function Point during meetings, enhancing flexibility and responsiveness.
  • Users value the integration of project management and financial tracking in Function Point, enhancing organization and reducing stress.
  • Users appreciate the organization Function Point offers, streamlining project management and reducing stress by centralizing tools.
  • Users value the organization ease of Function Point, simplifying project management and reducing stress through unified tools.
Cons
  • Users find the complex usability of Function Point challenging initially, with a steep learning curve for features and tasks.
  • Users find the interface of Function Point to have a lack of intuitiveness, making it challenging to navigate initially.
  • Users find the learning curve of Function Point challenging due to its overwhelming features and less intuitive tasks.
  • Users find Function Point's interface to be not intuitive, making it challenging to navigate its many features and modules.
  • Users find the organization difficulties of Function Point overwhelming initially, complicating tasks and requiring a learning curve.

What Are Recent G2 Reviews of Function Point?

What Are G2 Users Discussing About Function Point?

Birdview

Birdview is a comprehensive, full-cycle platform designed to assist organizations in planning, managing, and forecasting resources, finances, and projects in a unified environment. This solution provides total project visibility, enabling teams and clients to oversee their projects effectively, thereby fostering growth and promoting streamlined processes. Targeted at a diverse range of businesses, Birdview is particularly beneficial for organizations that handle multiple projects simultaneously. It offers customizable views and centralized data management, which allows users to maintain balanced workloads and adapt to evolving business needs. The platform's capabilities extend to precise financial management and budgeting, ensuring that organizations can keep their projects on track financially while optimizing resource allocation. Birdview features two distinct products tailored to meet varied client requirements. Birdview Project Management simplifies the lives of project managers by streamlining the entire project lifecycle, from intake and planning to execution and project accounting. This product is designed to enhance efficiency and control, allowing project managers to focus on delivering results rather than getting bogged down by administrative tasks. On the other hand, Birdview Professional Services is specifically crafted for service-oriented organizations, facilitating client project management and collaboration. This ensures smooth service delivery while also providing robust financial tracking capabilities. Each product is equipped with advanced features that provide control over every stage of the project. Business Intelligence (BI)-powered dashboards and reports enable data-driven decision-making, which is crucial for enhancing productivity, profitability, and overall efficiency. These tools allow organizations to visualize their project data in real-time, making it easier to identify trends, assess performance, and make informed adjustments as necessary. Furthermore, Birdview integrates seamlessly with over 5,000 applications, enhancing its utility in various organizational contexts. This extensive integration capability ensures that users can manage their projects more effectively, leveraging existing tools and systems to create a cohesive workflow. By providing a centralized platform that encompasses project management, financial oversight, and resource allocation, Birdview stands out as a versatile solution for organizations aiming to optimize their project management processes.

Average Rating: 4.2/5.0

Total Reviews: 398

How Do G2 Users Rate Birdview?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.4/10 (Category avg: 7.9/10)
  • Workflow: 9.4/10 (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 Birdview?

  • Seller: Birdview PSA
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Toronto, ON, Canada
  • Twitter: @birdviewpsa
    1,202 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 42% Medium, 35% Small

What Are Recent G2 Reviews of Birdview?

What Are G2 Users Discussing About Birdview?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated