# Best Professional Services Automation Software for Small Business - Page 3 ## 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:** Kytes (+0.5%) - Among all products in this category, Kytes recorded the largest rating increase compared to last month _Last updated: August 04, 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=5095&focus%5B%5D=24829&focus%5B%5D=19175) Highlighted products: Autotask, Syncro, BigTime, CMap, SuperOps, Teamwork.com, Planhat, 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=teamwork-com&focus%5B%5D=planhat&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&segment=small-business) **Sponsored** ### Wrike 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 [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=156&secure%5Bchosen_at%5D=2026-08-04T19%3A30%3A31Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1382&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%2Fsmall-business%3Fpage%3D3&secure%5Btoken%5D=b434abd20ce1b65b7d0f3a038e70943a3fa4c0d12c2c00bd53847b50e4618e72&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Ffeatures%2F&secure%5Burl_type%5D=paid_promos) ### [BigTime Projector](https://www.g2.com/products/bigtime-projector/reviews) 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](https://www.g2.com/sellers/bigtime) - **Year Founded:** 2002 - **HQ Location:** Chicago, IL - **Twitter:** @BigTimeSoftware 2,744 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e625721a119beff90fe9564427c769e6e8214dad6eeb6bee97fc509bcf34bdb0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1457823%2F&secure%5Burl_type%5D=linkedin_company_website) 168 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? **["Fantastic product, even better customer service"](https://www.g2.com/survey_responses/bigtime-projector-review-7919677)** **Rating:** 5.0/5.0 stars _— John F._ [Read full review](https://www.g2.com/survey_responses/bigtime-projector-review-7919677) **["Projector Professional Services Automation (PSA) software is best for tracking my time and expenses"](https://www.g2.com/survey_responses/bigtime-projector-review-7342991)** **Rating:** 5.0/5.0 stars _— Mohamed I._ [Read full review](https://www.g2.com/survey_responses/bigtime-projector-review-7342991) #### What Are G2 Users Discussing About BigTime Projector? - [What is Projector PSA used for?](https://www.g2.com/discussions/what-is-projector-psa-used-for) ### [WorkflowMAX](https://www.g2.com/products/workflowmax/reviews) 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](https://www.g2.com/sellers/workflowmax) - **Company Website:** workflowmax.com - **Year Founded:** 2023 - **HQ Location:** Melbourne - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b92c8824d360191ba8fe42106ab96adc063c6cdb9204f971bde55c07ae28b47&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fworkflowmax-by-bluerock%2F&secure%5Burl_type%5D=linkedin_company_website) 26 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 appreciate the **ease of use** of WorkflowMax, finding it intuitive and customizable for seamless integration. - Users appreciate the **central time tracking functionality** of WorkflowMax, enabling effective project management and accountability. - Users appreciate the **easy integration** with Xero, streamlining workflows and enhancing project cost management. - Users value the **seamless integration with Xero** , simplifying invoicing and enhancing workflow efficiency in WorkflowMax. - Users appreciate the **seamless integration and comprehensive features** of WorkflowMax for effective project management and cost tracking. ##### Cons - Users find missing features like **Dext integration and multi-currency billing** hinder WorkflowMAX's effectiveness and usability. - Users find WorkflowMAX has **limited functionality** , with slow processes and many bugs hindering their experience. - Users express frustration over **billing issues** , including inconsistencies in quotes and complexities in invoicing ongoing jobs. - Users find the **time consumption** tedious, struggling with excessive clicks and slow page refreshes while logging entries. - Users face **invoicing problems** such as discrepancies and lack of options for multi-currency billing and tax deductions. #### What Are Recent G2 Reviews of WorkflowMAX? **["Perfect for Creative Studios: Easy Reporting and Seamless Xero Integration"](https://www.g2.com/survey_responses/workflowmax-review-12021501)** **Rating:** 5.0/5.0 stars _— Verified User in Graphic Design_ [Read full review](https://www.g2.com/survey_responses/workflowmax-review-12021501) **["Outstanding Experience with No Drawbacks"](https://www.g2.com/survey_responses/workflowmax-review-12203791)** **Rating:** 5.0/5.0 stars _— nam.bui@nzier.org.nz B._ [Read full review](https://www.g2.com/survey_responses/workflowmax-review-12203791) #### What Are G2 Users Discussing About WorkflowMAX? - [What is WorkflowMax used for?](https://www.g2.com/discussions/what-is-workflowmax-used-for) ### [Accelo](https://www.g2.com/products/accelo/reviews) 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](https://www.g2.com/sellers/accelo) - **Company Website:** www.accelo.com - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo 2,980 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b77c15aa0278341164920175d99b33a5e7f6d729a1fa5ac8b0a40db4bf5dfc81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6652457%2F&secure%5Burl_type%5D=linkedin_company_website) 73 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 value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments. - Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks. - Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth. - Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth. - Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead. ##### Cons - Users express frustration over **missing features** in Accelo, impacting usability and complicating task management. - Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses. - Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance. - Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options. - Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs. #### What Are Recent G2 Reviews of Accelo? **["Total control of projects and billing in an integrated and agile platform"](https://www.g2.com/survey_responses/accelo-review-12720113)** **Rating:** 4.0/5.0 stars _— Antonio H._ [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) **["Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses"](https://www.g2.com/survey_responses/accelo-review-11856029)** **Rating:** 4.5/5.0 stars _— Ifeoma E._ [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### [Upland PSA](https://www.g2.com/products/upland-psa/reviews) Upland PSA (formerly Tenrox) helps professional services teams take their business to new heights. Customers around the world use PSA to streamline business operations for time tracking, resource management, project planning, and project financial management. The solution enables professional services teams deliver projects with certainty, assign resources based on skills, cost, and availability, and exceed client expectations every time. Customers love Upland PSA for its complete system configuration, quick start with the essentials, and the expertise that's readily available to them. Learn more at www.uplandsoftware.com/psa/ **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](https://www.g2.com/sellers/upland-software) - **Year Founded:** 2010 - **HQ Location:** Austin, TX - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b94d4c3fe97f291d7633eae74199ffdaee6414c14803e9bd9c614b6d6852394&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3139095%2F&secure%5Burl_type%5D=linkedin_company_website) 815 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% Small #### What Are Recent G2 Reviews of Upland PSA? **["Feature rich project & resource management tool"](https://www.g2.com/survey_responses/upland-psa-review-9385094)** **Rating:** 4.5/5.0 stars _— Verified User in Computer & Network Security_ [Read full review](https://www.g2.com/survey_responses/upland-psa-review-9385094) **["Upland PSA Review"](https://www.g2.com/survey_responses/upland-psa-review-4136259)** **Rating:** 4.5/5.0 stars _— Madonna C._ [Read full review](https://www.g2.com/survey_responses/upland-psa-review-4136259) #### What Are G2 Users Discussing About Upland PSA? - [What advice do you have for others considering Upland PSA for professional services automation?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-upland-psa-for-professional-services-automation) - [What is Upland PSA used for?](https://www.g2.com/discussions/what-is-upland-psa-used-for) - 1 upvote ### [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) 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](https://www.g2.com/sellers/planview) - **Company Website:** www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview 3,049 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website) 1,868 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, enabling seamless project tracking and customizable workflows. - Users value the **customizability** of Planview AdaptiveWork, enabling easy workflow creation and effective project tracking. - Users appreciate the **high customizability** of Planview AdaptiveWork, allowing easy creation of workflows and flexible views. - Users value the **customizability** of Planview AdaptiveWork, enabling easy setup of workflows without coding skills. - Users appreciate the **ease of use** with customizable workflows and intuitive views, enhancing their overall experience. ##### Cons - Users criticize the **access limitations** of Planview AdaptiveWork, finding many features ineffective and support insufficient. - Users find that **app functionality is lacking** , as many processes fail to work seamlessly within the tool. - Users report that **change adjustments** don’t work well initially, requiring external processes and facing inadequate support. - Users experience **inadequate tools** , as many processes need to be handled outside the system and manually entered later. - Users experience significant **manual data entry** challenges due to poor initial functionality and inadequate support. #### What Are Recent G2 Reviews of Planview AdaptiveWork? **["Centralized Project Visibility That Keeps Teams Aligned"](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288)** **Rating:** 5.0/5.0 stars _— Isis M._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288) **["Centralized Project Visibility and Flexible Workflows in One Platform"](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258)** **Rating:** 4.0/5.0 stars _— Daniela T._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258) #### What Are G2 Users Discussing About Planview AdaptiveWork? - [What are the features of project management?](https://www.g2.com/discussions/planview-adaptivework-what-are-the-features-of-project-management) - [What is clarizen used for?](https://www.g2.com/discussions/what-is-clarizen-used-for) - [What is clarizen one?](https://www.g2.com/discussions/what-is-clarizen-one) - [What is clarizen software?](https://www.g2.com/discussions/what-is-clarizen-software) - 1 comment ### [Allfred](https://www.g2.com/products/allfred/reviews) 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](https://www.g2.com/sellers/allfred) - **Year Founded:** 2020 - **HQ Location:** Bratislava, Slovakia - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efb28663f5adcf2044aff9f013e125df8c585cc5e88f5222ca43b68e9c84357a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallfred&secure%5Burl_type%5D=linkedin_company_website) 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 value the **time-saving features** of Allfred, streamlining their workflows and enhancing overall productivity effortlessly. - Users appreciate the **ease of use** of Allfred, finding it simplifies tasks and integrates seamlessly with other tools. - Users love the **simplicity and organization** of Allfred's task management, integrating everything they need in one place. - Users value the **comprehensive project management capabilities** of Allfred, enhancing team coordination and task transparency effectively. - Users appreciate the **robust features** of Allfred, enhancing efficiency in budgeting, tracking, and project management. ##### Cons - Users find that occasionally **loading times can be slow** , especially with large data sheets affecting the experience. - Users notice occasional **slow performance** , especially with large data sheets, but it's improving in newer versions. - Users experience **slow update issues** with Allfred, causing frustration when tasks remain marked as ongoing for too long. - Users report occasional **bug issues** that can disrupt workflow, though they are generally considered minor inconveniences. - Users encounter occasional **glitches** with Allfred, which can disrupt workflow but are generally minor. #### What Are Recent G2 Reviews of Allfred? **["One-Stop Tool for Managing Sales, Production, and Team Capacity"](https://www.g2.com/survey_responses/allfred-review-12279476)** **Rating:** 4.0/5.0 stars _— Adriano V._ [Read full review](https://www.g2.com/survey_responses/allfred-review-12279476) **["Efficient and Intuitive, But Room for Improvement"](https://www.g2.com/survey_responses/allfred-review-10617922)** **Rating:** 4.5/5.0 stars _— Vladyslav M._ [Read full review](https://www.g2.com/survey_responses/allfred-review-10617922) ### [Avaza](https://www.g2.com/products/avaza/reviews) 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:** 372 #### 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](https://www.g2.com/sellers/avaza-software) - **Company Website:** www.avaza.com - **Year Founded:** 2014 - **HQ Location:** Neutral Bay - **Twitter:** @AvazaHQ 1,038 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d9b76644acf957e0334e0890b47e525663051f1f566b9dde73de70ecb8aa761d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3778536%2F&secure%5Burl_type%5D=linkedin_company_website) 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:** 75% 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 smooth collaboration and effective project management insights for their teams. - Users enjoy the **effective time tracking** in Avaza, facilitating easy insight into team utilization and budget management. - Users commend the **world-class customer support** of Avaza, appreciating quick and effective resolutions from real humans. - Users find that Avaza's **time-saving features** streamline project management, enhancing team collaboration and reporting efficiency. - Users appreciate Avaza's **simple and intuitive interface** , facilitating ease of use and powerful functionality for productivity. ##### Cons - Users express concern over **limited features** in Avaza, especially regarding invoice customization and task management. - Users find the **limited features for grouping timesheet entries and sub-tasks** hinder effective time management in Avaza. - Users find **limited customization** frustrating, especially with invoice templates and task management features in Avaza. - Users find **reporting challenging** in Avaza due to complex data pulling and overwhelming project setups. - Users report **reporting issues** due to complexity and limited customization, making data retrieval frustrating. #### What Are Recent G2 Reviews of Avaza? **["Avaza has help my team stay organized"](https://www.g2.com/survey_responses/avaza-review-9237212)** **Rating:** 4.0/5.0 stars _— Craig S._ [Read full review](https://www.g2.com/survey_responses/avaza-review-9237212) **["Less time reconstructing hours and costs between .NET delivery and invoicing"](https://www.g2.com/survey_responses/avaza-review-13133826)** **Rating:** 4.5/5.0 stars _— Yurii L._ [Read full review](https://www.g2.com/survey_responses/avaza-review-13133826) #### What Are G2 Users Discussing About Avaza? - [What is Avaza used for?](https://www.g2.com/discussions/what-is-avaza-used-for) ### [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews) 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](https://www.g2.com/sellers/cloud-coach-43497685-2c64-4700-a4ec-dacdf7bf3c94) - **Company Website:** www.cloudcoach.com - **Year Founded:** 2005 - **HQ Location:** Fort Collins, Colorado - **Twitter:** @cloudcoach 116 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ebab66de9f316860a0ee5073d272586a88200488ebf6e75263731b99bea0d9a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2739348%2F&secure%5Burl_type%5D=linkedin_company_website) 46 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 commend the **ease of use** of Cloud Coach, appreciating its intuitive interface and quick setup process. - Users value the **seamless integration with Salesforce** in Cloud Coach, enhancing project management efficiency and visibility. - Users value the **seamless integrations** with Salesforce, enhancing project management and data visibility across the organization. - Users value the **easy integration** of Cloud Coach with Salesforce, enhancing customization and functionality for company-specific needs. - Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency. ##### Cons - Users find the **learning curve steep** , which can be intimidating for newcomers to Cloud Coach. - Users find Cloud Coach to have **cumbersome complexity** that hinders usability and requires extensive customization efforts. - Users note **missing features** in Cloud Coach, highlighting the need for more comprehensive functionalities and improvements. - Users find **limited customization** options in Cloud Coach compared to other project management tools, leading to frustration. - Users find Cloud Coach's interface **cumbersome and overly complex** , especially when managing dependencies in projects. #### What Are Recent G2 Reviews of Cloud Coach? **["Seamless Salesforce Integration and Powerful Project Management"](https://www.g2.com/survey_responses/cloud-coach-review-12110564)** **Rating:** 4.5/5.0 stars _— Msalazar L._ [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564) **["Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking"](https://www.g2.com/survey_responses/cloud-coach-review-12276021)** **Rating:** 5.0/5.0 stars _— Beatrice R._ [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021) #### What Are G2 Users Discussing About Cloud Coach? - [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach) - [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool) - [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program) - [What does Cloud Coach do?](https://www.g2.com/discussions/what-does-cloud-coach-do) - 1 comment ### [BQE CORE](https://www.g2.com/products/core-bqe-software-inc/reviews) Designed for and built by Architects , Engineers, Consulting Firms, and Professional Service Practices, BQE CORE is an all-in-one professional services work management platform that enables firms to control every aspect of their operations - project management, project accounting, time & expense, time tracking, billing & invoicing, project-based ERP, professional services automation, and so much more. BQE CORE makes it easier and more profitable to run professional services firms. It organizes information, automates repetitive tasks, and allows your firm to spend more time providing service to your clients instead of managing internal processes. It is built by Architects, Engineers, and CPA's to meet the specific needs of professional services firms. It helps firms bolster their cash flow by expediting their billing process while improving their project management and their ability to analyze performance. BQE CORE utilizes state-of-the-art technologies delivering actionable business intelligence and award winning artificial intelligence including natural language processing and speech recognition. BQE CORE supports a wide range of industries, including architect firms, engineering, legal services and many more. You can access BQE CORE from any browser or mobile device and experience full functionality. The native mobile app includes iPhone and Android devices. CORE also has over 200 report and invoice templates. Invoices for every contract type conceivable. **Average Rating:** 4.3/5.0 **Total Reviews:** 437 #### 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.](https://www.g2.com/sellers/bqe-software-inc) - **Company Website:** www.bqe.com - **Year Founded:** 1995 - **HQ Location:** Torrance, CA - **Twitter:** @bqesoftware 3,923 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7e8822c79adc9b31d814365df7a47771e6b26e5621b043a1ccd9f615d598bb2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F151644%2F&secure%5Burl_type%5D=linkedin_company_website) 410 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 find **BQE CORE's ease of use** to be exceptional, facilitating various business functions seamlessly. - Users appreciate the **intuitive user interface** of BQE CORE, enhancing project management and time tracking efficiency. - Users praise BQE CORE's **efficient invoice management** , enjoying its simplicity and responsive customer support for seamless transactions. - Users praise the **easy invoicing process** in BQE CORE, highlighting its efficiency and helpful customer support. - Users find **time tracking effortless** with BQE CORE, enhancing project management and invoicing capabilities significantly. ##### Cons - Users note that the **slow loading** of BQE CORE can hinder the overall experience, despite its reliability. - Users experience **slow performance** with BQE CORE, noting lag and refresh needs, despite its reliability. - Users find the **learning difficulty** frustrating due to complicated navigation and cumbersome record management. - Users find the **navigation complex** and scheduling training challenging, impacting their overall experience with BQE CORE. - Users find the **learning curve steep** , making initial navigation and training a challenge for new users. #### What Are Recent G2 Reviews of BQE CORE? **["BQE has all of the pieces we were missing!"](https://www.g2.com/survey_responses/bqe-core-review-7306061)** **Rating:** 4.0/5.0 stars _— Verified User in Civil Engineering_ [Read full review](https://www.g2.com/survey_responses/bqe-core-review-7306061) **["Good Software"](https://www.g2.com/survey_responses/bqe-core-review-11659639)** **Rating:** 5.0/5.0 stars _— Camilo R._ [Read full review](https://www.g2.com/survey_responses/bqe-core-review-11659639) #### What Are G2 Users Discussing About BQE CORE? - [What are the components in a core ERP system?](https://www.g2.com/discussions/what-are-the-components-in-a-core-erp-system) - [What are the 3 most common core ERP components?](https://www.g2.com/discussions/what-are-the-3-most-common-core-erp-components) - [What are two features of a ERP?](https://www.g2.com/discussions/what-are-two-features-of-a-erp) - [What are the main features of ERP?](https://www.g2.com/discussions/bqe-core-what-are-the-main-features-of-erp) ### [Function Point](https://www.g2.com/products/function-point/reviews) 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? - **Seller:** [Function Point Productivity Software](https://www.g2.com/sellers/function-point-productivity-software) - **Company Website:** www.functionpoint.com - **Year Founded:** 1997 - **HQ Location:** Vancouver, Canada - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dbe6d210cf04889eb5085a4fbc43678a4dce73969a1390d15ffda74ca7c8cac0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F228695%2F&secure%5Burl_type%5D=linkedin_company_website) 27 employees on LinkedIn® #### 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, enjoying streamlined project management and organization in one platform. - Users value the **ease of client proposal adjustments** during meetings, enhancing their client interaction experience. - Users appreciate the **integration of project management and financials** in Function Point, simplifying organization and collaboration. - Users value the **organization features** of Function Point, streamlining project management and enhancing team collaboration. - Users appreciate the **organizational ease** of Function Point, streamlining project management and collaboration in one platform. ##### Cons - Users find the **complex usability** of Function Point daunting initially, due to its many features and learning curve. - Users find Function Point's **lack of intuitiveness** challenging, with a steep learning curve for its features and reporting. - Users find the **learning curve** of Function Point challenging, as initial navigation can be overwhelming due to its features. - Users find the **interface not intuitive** , requiring a learning curve to navigate the features and generate reports. - Users find the **organization difficulties** in Function Point can be overwhelming, requiring time to adapt to its features. #### What Are Recent G2 Reviews of Function Point? **["One of the Best and Easiest Products to Use"](https://www.g2.com/survey_responses/function-point-review-11080867)** **Rating:** 5.0/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/function-point-review-11080867) **["Helps Lot To my team To mange the Project Properly"](https://www.g2.com/survey_responses/function-point-review-8340055)** **Rating:** 4.5/5.0 stars _— Sayli L._ [Read full review](https://www.g2.com/survey_responses/function-point-review-8340055) #### What Are G2 Users Discussing About Function Point? - [What is Function Point used for?](https://www.g2.com/discussions/what-is-function-point-used-for) - [What is Function Point quality metrics?](https://www.g2.com/discussions/what-is-function-point-quality-metrics) - 1 comment - [Which of the following are advantages using functional points?](https://www.g2.com/discussions/which-of-the-following-are-advantages-using-functional-points) - [What is the use of Function Point in software engineering?](https://www.g2.com/discussions/what-is-the-use-of-function-point-in-software-engineering) - [What is Function Point method?](https://www.g2.com/discussions/what-is-function-point-method) ### [Rev.io PSA formerly Tigerpaw One](https://www.g2.com/products/rev-io-psa-formerly-tigerpaw-one/reviews) 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:** 3.3/5.0 **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? - **Seller:** [Rev.io PSA formerly Tigerpaw One](https://www.g2.com/sellers/rev-io-psa-formerly-tigerpaw-one) - **Year Founded:** 2002 - **HQ Location:** Atlanta, GA - **Twitter:** @rev\_io\_hq 453 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27f34ab2ba5e1f947cc62d4ec463c5adf4ddab61debc84d3cfd444373a98658b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frev.io%2F&secure%5Burl_type%5D=linkedin_company_website) 191 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Telecommunications, Information Technology and Services - **Company Size:** 78% 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, effectively managing tickets, stock, and QuickBooks integration. - Users value the **seamless integration** with QuickBooks, enhancing efficiency in managing their telecom operations. - Users value the **seamless integration** of Rev.io PSA with QuickBooks, streamlining operations for their telecom business. ##### Cons - Users feel that the **cost is a little high** for small companies, making it less accessible for them. #### What Are Recent G2 Reviews of Rev.io PSA formerly Tigerpaw One? **["Powerful All-in-One Customer Database for Quotes, Sales Tracking, and Reporting"](https://www.g2.com/survey_responses/rev-io-psa-formerly-tigerpaw-one-review-12713207)** **Rating:** 4.0/5.0 stars _— Matthew W._ [Read full review](https://www.g2.com/survey_responses/rev-io-psa-formerly-tigerpaw-one-review-12713207) **["Tigerpaw One Review"](https://www.g2.com/survey_responses/rev-io-psa-formerly-tigerpaw-one-review-7248812)** **Rating:** 5.0/5.0 stars _— Dean K._ [Read full review](https://www.g2.com/survey_responses/rev-io-psa-formerly-tigerpaw-one-review-7248812) #### What Are G2 Users Discussing About Rev.io PSA formerly Tigerpaw One? - [What does Tigerpaw One do?](https://www.g2.com/discussions/what-does-tigerpaw-one-do) - [What does Tiger paw do?](https://www.g2.com/discussions/what-does-tiger-paw-do) - [Is tigerpaw cloud based?](https://www.g2.com/discussions/is-tigerpaw-cloud-based) ### [Mission Control](https://www.g2.com/products/mission-control/reviews) 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](https://www.g2.com/sellers/aprika-business-solutions) - **Company Website:** www.aprika.com - **Year Founded:** 2010 - **HQ Location:** Melbourne, Victoria, Australia - **Twitter:** @MissionCntrlPM 7,230 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9a735b228e3e1622739d97c702a59933b012e4b5f7bbcc9c0fefeeaf5e90ccc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1163763%2F&secure%5Burl_type%5D=linkedin_company_website) 16 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 appreciate the **ease of use** of Mission Control, benefiting from its clear UI and project status visibility. - Users appreciate the **clear job status visibility** and user-friendly interface of Mission Control for effective project management. - Users value the **clear visibility of project statuses** and appreciate the user-friendly interface of Mission Control. - Users value the **easy-to-use and clean UI** of Mission Control, enhancing their experience with clear project statuses. ##### Cons - Users express concerns over **limited customization options** and lack of access control in Mission Control. #### What Are Recent G2 Reviews of Mission Control? **["Highly Customizable, Smooth Onboarding, and Easy Salesforce Integration"](https://www.g2.com/survey_responses/mission-control-review-12781714)** **Rating:** 5.0/5.0 stars _— Verified User in Computer & Network Security_ [Read full review](https://www.g2.com/survey_responses/mission-control-review-12781714) **["All-in-One Project Management Natively Inside Salesforce"](https://www.g2.com/survey_responses/mission-control-review-12992451)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/mission-control-review-12992451) ### [Birdview](https://www.g2.com/products/birdview/reviews) 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:** 391 #### How Do G2 Users Rate Birdview? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.4/10 (Category avg: 7.9/10) - **Workflow:** 9.3/10 (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 Birdview? - **Seller:** [Birdview PSA](https://www.g2.com/sellers/birdview-psa) - **Company Website:** birdviewpsa.com - **Year Founded:** 2003 - **HQ Location:** Toronto - **Twitter:** @birdviewpsa 1,202 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55b399d11d3232e945c4a420a5222a99083e05460c89388f79678aa2c4eadf81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbirdviewpsa%2F&secure%5Burl_type%5D=linkedin_company_website) 34 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 43% Medium, 34% Small #### What Are Recent G2 Reviews of Birdview? **["Consultant - review after 6 months of work"](https://www.g2.com/survey_responses/birdview-review-9723891)** **Rating:** 4.5/5.0 stars _— Ravi Shankar P._ [Read full review](https://www.g2.com/survey_responses/birdview-review-9723891) **["Birdview product review"](https://www.g2.com/survey_responses/birdview-review-11666311)** **Rating:** 4.5/5.0 stars _— Roshan R._ [Read full review](https://www.g2.com/survey_responses/birdview-review-11666311) #### What Are G2 Users Discussing About Birdview? - [What is PSA in technology?](https://www.g2.com/discussions/what-is-psa-in-technology) - 1 comment - [What are simple projects?](https://www.g2.com/discussions/what-are-simple-projects) - 2 comments - [What is PSA in ERP?](https://www.g2.com/discussions/what-is-psa-in-erp) - 1 comment - [What are some unique features of project management software?](https://www.g2.com/discussions/easy-projects-what-are-some-unique-features-of-project-management-software) - 1 comment - [What is a PSA platform?](https://www.g2.com/discussions/what-is-a-psa-platform) - 1 comment - [‹ Prev‹ Prev](/categories/professional-services-automation/small-business?order=g2_score&page=2#product-list) - [1](/categories/professional-services-automation/small-business?order=g2_score#product-list) - [2](/categories/professional-services-automation/small-business?order=g2_score&page=2#product-list) - 3 - Next ›Next › Spotlight Categories [Contact Center Quality Assurance Software](https://www.g2.com/categories/contact-center-quality-assurance) [Bot Platforms Software](https://www.g2.com/categories/bot-platforms) [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) [Attribution Software](https://www.g2.com/categories/attribution) [Relational Databases](https://www.g2.com/categories/relational-databases) 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