Best Professional Services Automation Software - Page 2

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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: 8.9/10)
  • 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 praise Screendragon's excellent customer support for quick responses and effective solutions to customization needs.
  • Users commend the efficient and responsive team collaboration that tailors support to meet unique project needs.
  • Users find Screendragon to be extremely easy to use, simplifying project management and collaboration with clients.
  • Users value the flexibility of Screendragon, appreciating its adaptability for diverse project scopes and workflows.
  • Users highly value the quick response of Screendragon's team, appreciating their efficiency and eagerness to assist.
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: 226

Category Stats (Oct 2026)

  • Average Rating: 4.35/5 (↑0.02 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Whizible (+11.11%) - Among all products in this category, Whizible recorded the largest rating increase compared to last month

Last updated: October 26, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 27,900+ Authentic Reviews
  • 226+ 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: Remote Monitoring and Management, Autotask, BigTime, Deltek Vantagepoint, Syncro, CMap, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), and Rocketlane.

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=remote-monitoring-and-management&focus%5B%5D=autotask&focus%5B%5D=bigtime&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=syncro&focus%5B%5D=cmap&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=rocketlane-corp)

Teamwork.com

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability, all in one platform. Headquartered in Cork, Ireland and founded by a team who have run an agency before, Teamwork.com has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com.

Average Rating: 4.4/5.0

Total Reviews: 1,176

How Do G2 Users Rate Teamwork.com?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.2/10 (Category avg: 7.9/10)
  • Workflow: 8.9/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Teamwork.com?

  • Seller: Teamwork
  • Company Website:
  • Year Founded: 2007
  • HQ Location: Cork
  • Twitter: @teamwork
    1 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    549 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 57% Small, 31% Medium

What Do G2 Reviewers Say About Teamwork.com?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the comprehensive project management capabilities of Teamwork.com, enhancing task tracking and workflow efficiency.
  • Users value the easy task management features of Teamwork.com, enhancing productivity and project visibility effectively.
  • Users appreciate the effective team collaboration in Teamwork.com, enhancing focus and productivity through user-friendly features.
  • Users value the comprehensive task tracking of Teamwork.com, enhancing project management and improving productivity.
  • Users find Teamwork.com to be exceptionally user-friendly, making task management and tracking seamless and efficient.
Cons
  • Users find the learning curve steep due to overwhelming features and confusing setup processes, hindering adoption.
  • Users find limited features on Teamwork.com hinder performance, navigation, and reporting capabilities, especially on basic tiers.
  • Users find the setup process complex and time-consuming, leading to frustration and delays in utilizing Teamwork.com effectively.
  • Users find the missing invoicing features in Teamwork.com frustrating, impacting their workflow and project management.
  • Users find some views of Teamwork.com to be not intuitive, complicating navigation and discovery of advanced features.

What Are Recent G2 Reviews of Teamwork.com?

What Are G2 Users Discussing About Teamwork.com?

ConnectWise PSA

ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery.

Average Rating: 4.0/5.0

Total Reviews: 555

How Do G2 Users Rate ConnectWise PSA?

  • Has the product been a good partner in doing business?: 7.7/10 (Category avg: 8.9/10)
  • Portfolio Performance: 6.0/10 (Category avg: 7.9/10)
  • Workflow: 7.5/10 (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 ConnectWise PSA?

  • Seller: ConnectWise
  • Company Website:
  • Year Founded: 1982
  • HQ Location: Tampa, FL
  • Twitter: @ConnectWise
    14,926 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,401 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: President, Network Engineer
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 66% Small, 28% Medium

What Do G2 Reviewers Say About ConnectWise PSA?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of ConnectWise PSA, finding ticket management and time entry simple and efficient.
  • Users value the seamless integration of ConnectWise PSA, enhancing efficiency across various tools and workflows.
  • Users appreciate the strong integration capabilities of ConnectWise PSA, enabling seamless workflows across multiple tools.
  • Users value the feature richness of ConnectWise PSA, enhancing productivity through comprehensive tools and seamless integrations.
  • Users praise the responsive customer support from ConnectWise PSA, helping them excel in project management efficiently.
Cons
  • Users find the learning curve steep, making initial adaptation and configuration in ConnectWise PSA quite challenging.
  • Users express frustration with poor customer support, highlighting issues with response times and unresolved problems.
  • Users find the complex usability of ConnectWise PSA frustrating, making task completion and configuration tedious and cumbersome.
  • Users note the missing features in ConnectWise PSA, wishing for more shortcuts and a better mobile app experience.
  • Users experience significant performance issues with ConnectWise PSA, including slow responses and accessibility problems with tickets.

What Are Recent G2 Reviews of ConnectWise PSA?

What Are G2 Users Discussing About ConnectWise PSA?

SuiteProjects Pro

NetSuite SuiteProjects Pro (formerly known as NetSuite OpenAir) is a Professional Services Automation (PSA) solution that supports the full project delivery lifecycle including planning, resourcing, budgeting, activity tracking, and billing allowing you to gain data-driven, real-time visibility and anytime, anywhere access to project information and performance. With NetSuite SuiteProjects Pro, you can Automate Project billing and invoicing, improve decision-making, and achieve greater insights and monitoring of how projects are performing. OPTIMIZED RESOURCE MANAGEMENT Maintain tighter control of your operations with drag-and-drop resource management tools that allow managers to quickly deploy resources to projects according to job needs, employee skills, experience, and availability to increase resource utilization. IMPROVED PROJECT PROFITABILITY Make it easy to update and report on project status; giving visibility to project analytics such as performance metrics, and budget versus actuals in real-time, using easy-to-read graphs and reports to optimize price, billing rates, and staffing for overall project profitability. COMPLETE PROJECT FINANCIALS Connect project activities with company financials and improve cashflow management with Invoice creation that is streamlined and accurate to reduce Days Sales Outstanding (DSO) and ensure precise accounting and billing throughout the project lifecycle. INCREASED PRODUCTIVITY Automate the entire time and expense reimbursement cycle and boost efficiency by submitting time and expenses from anywhere that is automatically tied to project accounting. With mobile, access from anywhere to stay informed with project status and capture and approve detailed time and expense information. GREATER INSIGHTS AND MONITORING Keep all your data in one centralized location for better visibility and insight into how your projects and organization are performing with robust reporting and analytical tools that can integrate into company financials.

Average Rating: 3.7/5.0

Total Reviews: 225

How Do G2 Users Rate SuiteProjects Pro?

  • Has the product been a good partner in doing business?: 7.4/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.5/10 (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 SuiteProjects Pro?

  • Seller: Oracle
  • Company Website:
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 60% Medium, 29% Large

What Do G2 Reviewers Say About SuiteProjects Pro?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in SuiteProjects Pro allows for efficient project management and team collaboration.
  • Users value the intuitive interface of SuiteProjects Pro, which enhances MS Project with powerful governance and resource management.
  • Users enjoy the invoicing capabilities of SuiteProjects Pro, effectively tracking planned hours for client billing.
  • Users value the stability and comprehensive project management tools of SuiteProjects Pro, enhancing their productivity effectively.
  • Users value the reporting efficiency of SuiteProjects Pro, benefiting from enhanced tools for managing and monitoring projects.
Cons
  • Users find the bug issues in SuiteProjects Pro frustrating, as the UI often fails and seems outdated.
  • Users note the complex usability of SuiteProjects Pro, advocating for a more intuitive and flexible interface.
  • Users find the difficult setup challenging, causing initial frustration before enjoying the product's benefits.
  • Users struggle with the initial learning curve and setup complexity, impacting their overall experience with SuiteProjects Pro.
  • Users see missing features in SuiteProjects Pro, particularly in UI simplicity and report flexibility compared to competitors.

What Are Recent G2 Reviews of SuiteProjects Pro?

What Are G2 Users Discussing About SuiteProjects Pro?

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PSOHUB.

PSOhub is PSA software purpose-built for professional services organizations: IT firms, consultancies, marketing agencies, and financial services teams. It covers the entire delivery cycle in one connected platform, from quoting and project management through resource and capacity planning, time and expense tracking, and invoicing. Built by a founding team with over 30 years of combined experience in professional services, and trusted by organizations across 40+ countries. From quote to project When a quote is accepted, the project is ready to start. Tasks are structured, budgets are set, and the team is assigned. Project managers get a real-time view of task progress, budget burn, and margin at every stage, so there are no surprises at month-end. Most professional services teams run 6 to 10 separate tools. PSOhub replaces that stack so data flows without manual handovers at every step. Resource and capacity planning The AI scheduling layer automatically assigns and reschedules resources based on skills, live capacity, and current utilization. When someone hits full utilization, the system flags it and suggests moving tasks to another team member with headroom. Keeping utilization high without blowing deadlines used to mean constant manual oversight. With PSOhub, it largely handles itself. Time and expense tracking Time and expenses connect directly to each project's budget and contract type. Whether billing fixed-fee, time and material, or retainer, hours log against the right scope and invoices generate without a manual reconciliation step. AI project and risk management The AI Copilot generates a full project plan, including financials, team assignment, and timeline, in around 10 seconds, drawing on the organization's own historical data rather than generic benchmarks. It monitors margins continuously, flags scope creep early, including situations like a senior consultant logging hours on a junior task, and generates risk assessments with concrete recommended actions. Integrations For teams using HubSpot as their CRM, a native two-way integration connects closed deals directly to projects, with time logs flowing back to the CRM. Also integrates with SAP Business One, QuickBooks, Xero, and Salesforce. Works for organizations of 10 to 1,000+.

Average Rating: 4.1/5.0

Total Reviews: 250

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How Do G2 Users Rate PSOHUB.?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.9/10)
  • Portfolio Performance: 6.3/10 (Category avg: 7.9/10)
  • Workflow: 7.3/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind PSOHUB.?

  • Seller: PSOHUB.
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Bussum, North Holland, Netherlands
  • Twitter: @PSOhub
    38 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Security Analyst, Consultant
  • Top Industries: Consulting, Marketing and Advertising
  • Company Size: 60% Small, 38% Medium

What Do G2 Reviewers Say About PSOHUB.?

AI-generated summary from verified user reviews

Pros
  • Users find PSOhub's ease of use remarkable, facilitating smooth project management and time tracking.
  • Users appreciate the easy timesheet and project management interface of PSOhub, which enhances productivity and efficiency.
  • Users appreciate the ease of use of PSOHUB, citing its efficient data entry and project management capabilities.
  • Users appreciate the efficiency of project tracking with PSOHUB, making data management a breeze across multiple projects.
  • Users appreciate the clear and intuitive UI of PSOhub, finding it simple and user-friendly for daily tasks.
Cons
  • Users find PSOHUB not intuitive, struggling with navigation and feature understanding, affecting overall usability.
  • Users find the limited customization options restricting, impacting their ability to tailor reports effectively.
  • Users find limited features in PSOhub, particularly in reporting customization and mobile app functionality compared to competitors.
  • Users face time tracking issues, struggling with complexity and bugs that disrupt task management and progress tracking.
  • Users find PSOHUB to have a complex usability that requires time and effort to fully understand.

What Are Recent G2 Reviews of PSOHUB.?

What Are G2 Users Discussing About PSOHUB.?

Magnetic

Magnetic is an all-in-one workflow management platform specifically designed for professional services firms. This comprehensive software solution integrates essential project management functionalities into a single, user-friendly system. It encompasses a wide range of capabilities, including account management, business development, traffic management, project management, project finances, time tracking, billing, HR management, and resource scheduling. By consolidating these critical tools, Magnetic aims to streamline operations and enhance productivity within professional services environments. Targeted primarily at professional services firms, Magnetic serves a diverse audience that includes project managers, team leaders, and executives seeking to optimize their workflow processes. The platform is particularly beneficial for organizations that handle multiple projects simultaneously and require a cohesive system to manage various aspects of their operations. With its robust features, Magnetic is well-suited for firms in sectors such as consulting, marketing, and design, where effective project management is crucial for success. One of the standout features of Magnetic is its ability to provide a comprehensive overview of business operations. Users can access key sales metrics, profitability reports, resource availability, and time allocation from any location and at any time. This level of visibility allows teams to make informed decisions quickly, ensuring that projects remain on track and within budget. The platform also facilitates better communication and collaboration among team members, as everyone has access to the same up-to-date information. In addition to its project management capabilities, Magnetic offers tools for time tracking and billing, which are essential for maintaining accurate financial records and ensuring that clients are billed correctly. The HR management feature allows firms to efficiently manage their workforce, including scheduling resources and tracking employee performance. By integrating these functionalities, Magnetic helps firms reduce administrative burdens and focus on delivering high-quality services to their clients. Overall, Magnetic stands out in the workflow management category by providing a comprehensive, all-in-one solution tailored to the unique needs of professional services firms. Its emphasis on visibility, efficiency, and collaboration empowers organizations to optimize their operations, ultimately leading to improved project outcomes and client satisfaction.

Average Rating: 4.4/5.0

Total Reviews: 82

How Do G2 Users Rate Magnetic?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow: 8.4/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 7.0/10 (Category avg: 10/10)

Who Is the Company Behind Magnetic?

  • Seller: Magnetic Software
  • Year Founded: 2010
  • HQ Location: London, UK
  • Twitter: @magnetichq
    288 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Manager
  • Top Industries: Marketing and Advertising
  • Company Size: 80% Small, 15% Medium

What Do G2 Reviewers Say About Magnetic?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Magnetic, appreciating its intuitive interface and simplified navigation.
  • Users praise the financial management capabilities of Magnetic, enhancing efficiency and clarity in project profitability.
  • Users appreciate the multiple time tracking methods in Magnetic, allowing flexibility and a comprehensive overview of tasks.
  • Users commend the fast and reliable customer support that enhances their overall experience with Magnetic.
  • Users value the effective project tracking features, enabling flexible time management and real-time updates on progress.
Cons
  • Users find a steep learning curve with Magnetic, requiring training to unlock its full potential.
  • Users find access limitations in Magnetic, noting rigidity and extra steps needed for certain tasks, affecting usability.
  • Users find the task management system difficult to navigate, especially with complex workflows and sub-task limitations.
  • Users report bug issues post-updates, particularly with task completion not reflecting correctly as intended.
  • Users find difficult navigation in the task management section, making the software challenging to use initially.

What Are Recent G2 Reviews of Magnetic?

What Are G2 Users Discussing About Magnetic?

Certinia PS Cloud

Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports.

Average Rating: 4.3/5.0

Total Reviews: 645

How Do G2 Users Rate Certinia PS Cloud?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.2/10 (Category avg: 7.9/10)
  • Workflow: 8.3/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Certinia PS Cloud?

  • Seller: Certinia
  • Company Website:
  • Year Founded: 2009
  • HQ Location: Austin, TX
  • Twitter: @CertiniaInc
    12,206 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    995 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Salesforce Administrator, Project Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 53% Medium, 36% Large

What Do G2 Reviewers Say About Certinia PS Cloud?

AI-generated summary from verified user reviews

Pros
  • Users find Certinia PS Cloud incredibly easy to use, thanks to its seamless Salesforce integration and efficient workflows.
  • Users appreciate the deep integration with Salesforce of Certinia PS Cloud, streamlining project and financial management effectively.
  • Users value the seamless reporting capabilities of Certinia PS Cloud, enhancing efficiency throughout the professional-services lifecycle.
  • Users value the user-friendly integration of Certinia PS Cloud, simplifying management of projects and resources effectively.
  • Users value the deep Salesforce integration of Certinia PS Cloud, enabling efficient project management and real-time insights.
Cons
  • Users experience a steep learning curve with Certinia PS Cloud, finding it challenging to navigate and configure initially.
  • Users find the complex usability of Certinia PS Cloud frustrating, particularly due to setup and interface inconsistencies.
  • Users find difficult customization of Certinia PS Cloud hampers efficiency, requiring extensive skills and time for configuration.
  • Users experience slow performance in Certinia PS Cloud, particularly during complex reports and high data volume tasks.
  • Users find the missing features in Certinia PS Cloud limit usability and resource management capabilities.

What Are Recent G2 Reviews of Certinia PS Cloud?

What Are G2 Users Discussing About Certinia PS Cloud?

Kytes

Kytes is an AI-enabled Professional Services Automation (PSA) and Project & Portfolio Management (PPM) platform that digitises the entire project lifecycle on a single data foundation - from opportunity to cash, and from idea to launch. Rather than a point tool for timesheets or task boards, Kytes unifies project management, resource management, project financials, estimation and proposals, timesheets and leave, workflow automation and analytics in one system. Enterprises run it as their system of record for delivery, utilisation and margin. Purpose-built for verticals: Kytes ships with domain templates and best-practice workflows for IT and engineering services, pharmaceuticals and life sciences, EPC, and Global Capability Centres (GCCs), so teams configure rather than build from scratch. One platform covers three project journeys. Customer Projects runs the full Opportunity-to-Cash process, including estimation, proposals, revenue recognition, billing and project P&L. New Product Development covers stage-gate NPD and NPI, dossier management, portfolio prioritisation and launch readiness. Internal Initiatives brings governance and visibility to transformation programmes. AI sits at the core. Conversational intelligence lets teams query project data and generate reports in plain language. Predictive intelligence forecasts delays, flags resource conflicts before they bite, and auto-generates charters, WBS, minutes and executive decks. Knowledge intelligence searches by meaning and extracts skills from resumes. Customers report 14% higher resource utilisation, 21% faster delivery cycles, a 12% increase in billable hours and 9% margin uplift through predictive forecasting. Enterprise-ready by design: multi-currency and multi-entity financials with intra-company transactions, pre-built integrations to SAP, Oracle, Workday, Darwinbox, Power BI and Tableau, and a mobile app. Kytes has served project-driven enterprises since 2006, including Volkswagen Group Digital Solutions India, Mitsubishi Electric India, Quest Global, Alkem Laboratories, Mega Lifesciences, TVS and Egnyte.

Average Rating: 4.3/5.0

Total Reviews: 95

How Do G2 Users Rate Kytes?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.9/10 (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)?: 6.8/10 (Category avg: 10/10)

Who Is the Company Behind Kytes?

  • Seller: Kytes
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Pune, IN
  • LinkedIn® Page: in.linkedin.com
    170 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 68% Medium, 21% Large

What Do G2 Reviewers Say About Kytes?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Kytes, enjoying its intuitive interface and smooth implementation process.
  • Users value the comprehensive project management features of Kytes, effectively streamlining activities and resource tracking.
  • Users value the comprehensive project tracking features of Kytes, enhancing resource management and productivity across teams.
  • Users appreciate the comprehensive resource management capabilities of Kytes, enhancing project delivery and visibility across projects.
  • Users value the effective team collaboration features of Kytes, enhancing project management and resource planning seamlessly.
Cons
  • Users experience slow loading times, especially with volume-based reports, affecting overall performance and efficiency.
  • Users experience slow performance with Kytes, especially during report generation and file uploads, impacting overall efficiency.
  • Users experience a challenging learning curve with Kytes due to confusing layouts, though support is helpful.
  • Users find the limited reporting capabilities of Kytes frustrating, affecting their analysis and decision-making processes.
  • Users find missing features like limited reporting and lack of AI/ML integration to be significant drawbacks.

What Are Recent G2 Reviews of Kytes?

What Are G2 Users Discussing About Kytes?

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

Average Rating: 4.2/5.0

Total Reviews: 4,472

How Do G2 Users Rate Wrike?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.0/10 (Category avg: 7.9/10)
  • Workflow: 8.7/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Wrike?

  • Seller: Wrike, Inc.
  • Company Website:
  • Year Founded: 2006
  • HQ Location: San Diego, CA
  • Twitter: @wrike
    13,574 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,257 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Marketing Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 43% Medium, 35% Small

What Do G2 Reviewers Say About Wrike?

AI-generated summary from verified user reviews

Pros
  • Users value the effective project tracking capabilities of Wrike, enhancing organization and teamwork for successful project management.
  • Users value team collaboration in Wrike, facilitating seamless workflow and enhancing productivity across diverse projects.
  • Users value the customizable dashboards and real-time tracking features of Wrike for improved team collaboration and efficiency.
  • Users appreciate the organization and clarity that Wrike provides, enhancing team collaboration and task management effectively.
  • Users praise the ease of use of Wrike, enabling efficient task management and streamlined team collaboration.
Cons
  • Users find the learning curve steep with Wrike, struggling with complexity and navigation challenges initially.
  • Users find Wrike not intuitive, making training and navigation difficult, especially for less quick learners.
  • Users note a lack of built-in templates and user-friendly design in Wrike, making it challenging for newcomers.
  • Users note the limited features of Wrike, finding it less effective for comprehensive project management compared to competitors.
  • Users find Wrike's interface initially overwhelming and complex, making it challenging to navigate and utilize effectively.

What Are Recent G2 Reviews of Wrike?

What Are G2 Users Discussing About Wrike?

Klient PSA

Klient PSA is a Professional Services Automation (PSA) platform built 100% natively on Salesforce. It is designed for professional services organizations of roughly 50 to 1,000 people — consulting firms, SaaS services teams, systems integrators, and agencies — that already run on Salesforce and want delivery, finance, and customer data in one system instead of in a PSA bolted on beside the CRM. Because Klient PSA runs inside your existing Salesforce org, projects, resources, timesheets, and invoices share the same records, permissions, and reports as your pipeline. Klient PSA is sold as a Salesforce-native application and includes the Salesforce platform license required to run it, so buyers do not need to purchase a separate Salesforce subscription to get started. Klient Insights, included in Klient PSA from release 51.13, is a dashboard workspace inside Salesforce. It answers four recurring delivery questions on one live screen: where margin is being lost, who is free in the next 12 weeks, what time is unbilled, and which clients need attention this week. Templates cover Profitability, Capacity and Demand, Revenue and Billing, and an Account and Project Scorecard. Any number opens the records behind it, and Play mode runs the review meeting from the dashboard. What Klient PSA does Project management: templates, Kanban boards, Gantt charts, and task grids to plan and deliver projects on time and on budget. Resource management: assign people by skill, availability, and priority, and forecast billable utilization and capacity. Time and expense tracking: log time and expenses in seconds, with approval workflows that feed billing and forecasting. Billing and financials: pre-invoicing, invoice generation, revenue recognition, and accounting connectors for QuickBooks, Xero, Sage Intacct, and Accounting Seed. Customer collaboration: a customer portal for real-time status, shared documents, and approvals. Estimates and forecasting: quote work from the Salesforce opportunity and carry the estimate through to delivery and invoicing. AI agents inside your PSA Klient PSA includes a catalog of nine Agentforce AI agents that act on live PSA data inside Salesforce: SCOPEY1 for business analysis, PLANNY1 for project management, TIMEY1 for timesheets, STAFFY1 for resource management, CASEY1 for customer support, GUIDY1 for customer onboarding, TOUCHY1 for project touchpoints, DEVY1 for software development, and KNOWWY1 for knowledge. Klient PSA also ships MCP1, a Model Context Protocol server, so external AI assistants can read and update PSA data under existing Salesforce permissions. Implementation and support Klient PSA installs as a managed AppExchange package. Implementation is delivered by Klient's services team or a certified implementation partner, and covers configuration workshops, data migration, and administrator training. Ongoing support is provided by Klient's own team. Editions Three editions are sold annually — Professional, Enterprise, and Ultimate — with current per-user pricing shown in the Pricing section of this profile. The Ultimate edition includes every AI agent; agents can also be added individually to the other editions. Built by consultants for consultants, Klient PSA covers the full project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — on one Salesforce-native platform. Klient PSA was previously listed as Krow PSA. Older reviews and discussions on this profile that mention Krow refer to the same product.

Average Rating: 4.5/5.0

Total Reviews: 93

How Do G2 Users Rate Klient PSA?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.3/10 (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 Klient PSA?

  • Seller: Klient Software
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Laval, Québec, Canada
  • Twitter: @klientapp
    205 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 56% Small, 41% Medium

What Do G2 Reviewers Say About Klient PSA?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Klient PSA, finding it intuitive and efficient for daily tasks.
  • Users value Klient PSA for its integrated project management that enhances workflow and improves data accuracy and reporting.
  • Users highlight the comprehensive features of Klient PSA, praising its ease of use and flexibility for various workflows.
  • Users value the flexibility of Klient PSA, enabling easy customization to fit various consulting workflows and processes.
  • Users commend the resource management capabilities of Klient PSA, enhancing visibility and efficiency in project tracking and utilization.
Cons
  • Users face a challenging learning curve initially, but the platform ultimately provides smooth and consistent performance.
  • Users note the missing features in revenue recognition and customizable PDFs in Klient PSA, affecting overall functionality.
  • Users face a steep learning curve when configuring Klient PSA, requiring time to understand the platform fully.
  • Users find the time-consuming learning process for advanced forecasting in Klient PSA to be a challenge.
  • Users find unnecessary customization in Klient PSA burdensome, as it complicates processes and demands extensive adjustments.

What Are Recent G2 Reviews of Klient PSA?

What Are G2 Users Discussing About Klient PSA?

Productive

Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility and advanced AI and agentic features. AI Experience a modern way of working with Productive’s AI features: an integrated AI Assistant that you can ask anything, Skills that make your processes shareable and standardize AI output, and fully autonomous, custom Agents that run work for you. With Connectors, AI fetches data and acts on external tools, so you can pull everything into one place. Notetaker Turn meetings into actionable tasks and to-dos, directly in the platform where you handle your work. The Notetaker connects to your Google or Outlook Calendar, joins meetings, and provides AI-generated summaries directly to your email. Sales Pipeline Easily manage your sales funnel, create and send polished proposals to clients, and win more deals. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Delegate busywork to autonomous agents, and focus on the work that matters most. Resource Planning Organize and plan a work schedule for your entire agency with smart resourcing suggestions. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports, or ask AI to do it for you. Check your Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services.

Average Rating: 4.6/5.0

Total Reviews: 83

How Do G2 Users Rate Productive?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Portfolio Performance: 10.0/10 (Category avg: 7.9/10)
  • Workflow: 8.9/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 6.8/10 (Category avg: 10/10)

Who Is the Company Behind Productive?

  • Seller: Productive
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Claymont, US
  • LinkedIn® Page: www.linkedin.com
    187 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 74% Small, 20% Medium

What Do G2 Reviewers Say About Productive?

AI-generated summary from verified user reviews

Pros
  • Users find Productive's ease of use transformative, streamlining their workflow and enhancing productivity effortlessly.
  • Users praise the customizability of Productive, allowing tailored views and reports to fit diverse workflows seamlessly.
  • Users value the seamless team collaboration enabled by Productive, enhancing project management and overall efficiency across the company.
  • Users praise the intuitive and user-friendly interface of Productive, making project management seamless and efficient.
  • Users value the responsive and personal support from Productive, enhancing their overall experience and satisfaction.
Cons
  • Users find the lack of integrations limiting, as essential tools and modules are not well-connected, complicating workflows.
  • Users find the missing mobile reporting features limiting, wishing for more detailed access and flexibility.
  • Users face organization difficulties due to overwhelming layouts and limited customization options in Productive's reporting tools.
  • Users find the reporting options lacking flexibility, limiting detailed data access, especially on the mobile app.
  • Users find complex usability in configuring reports, making navigation challenging and limiting customization options.

What Are Recent G2 Reviews of Productive?

What Are G2 Users Discussing About Productive?

COR

Running an agency means juggling projects, people, and profit margins — all at once. Most tools help you track work. COR helps you protect your profitability. COR is the Profit Operating System for modern agencies. Built for the way agency teams actually operate, COR gives you real-time visibility into where your margins are going, before it's too late to act. What makes COR different: Profit-first, not just project-first. While other platforms focus on task management, COR tracks what actually matters: margin per project, per client, per team. Know your profitability at a glance — no spreadsheets, no surprises. AI governance that actually works. COR orchestrates humans and AI agents with the controls your agency needs — smart workload recommendations, automated time tracking, and predictive forecasting that tells you where you'll land before you get there. Benchmarks that give you an edge. COR's platform surfaces industry benchmarks so you know how your agency stacks up — and where your biggest opportunities for improvement are. Data-driven decisions, built into your daily workflow. Whether you're a 40-person agency or a 200-person network agency, COR gives you the clarity and confidence to scale profitably. Finally — one platform where your projects, your people, and your profits all live together.

Average Rating: 4.4/5.0

Total Reviews: 107

How Do G2 Users Rate COR?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.9/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind COR?

  • Seller: COR
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • Twitter: @COR
    869 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    317 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Public Relations and Communications
  • Company Size: 49% Medium, 48% Small

What Are Recent G2 Reviews of COR?

What Are G2 Users Discussing About COR?

Resource Management by Smartsheet

Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help.

Average Rating: 4.0/5.0

Total Reviews: 139

How Do G2 Users Rate Resource Management by Smartsheet?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.3/10 (Category avg: 7.9/10)
  • Workflow: 8.3/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Resource Management by Smartsheet?

  • Seller: Smartsheet
  • Year Founded: 2005
  • HQ Location: Bellevue, WA
  • Twitter: @Smartsheet
    26,366 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,034 employees on LinkedIn®
  • Ownership: NYSE: SMAR

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Design, Marketing and Advertising
  • Company Size: 51% Small, 40% Medium

What Do G2 Reviewers Say About Resource Management by Smartsheet?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Resource Management by Smartsheet, enjoying its flexible features and seamless integration.
  • Users appreciate the seamless Smartsheet integration, enhancing collaboration and streamlining workflows across various projects.
  • Users appreciate the intuitive project tracking of Resource Management, enhancing visibility and efficiency in resource allocation.
  • Users appreciate the automation features of Resource Management by Smartsheet, enhancing efficiency and resource planning seamlessly.
  • Users appreciate the easy integration of Smartsheet, connecting all tools seamlessly for streamlined project management.
Cons
  • Users face access limitations that hinder functionality, making project management cumbersome and inefficient.
  • Users face limitations in detailed task-level resourcing and reporting constraints that affect data reliability.
  • Users experience billing issues along with high costs and a cumbersome update process for schedules and worklists.
  • Users report inaccurate data due to issues like inconsistent time tracking and difficulty managing schedules effectively.
  • Users note inadequate reporting capabilities, often needing workarounds for advanced data analysis and insights.

What Are Recent G2 Reviews of Resource Management by Smartsheet?

What Are G2 Users Discussing About Resource Management by Smartsheet?

Projectworks

Grow your firm, and your impact.
 Projectworks is AI-powered, operator-built professional services automation software for consulting firms that want to grow and make a difference. Bringing deals, proposals, time tracking, resourcing, invoicing, and forecasting together in one platform, it gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. Projectworks was built by consultants who know what it’s like to lose hours to spreadsheets and billing chaos. Designed specifically for engineering, architecture, software development, and management consulting, it’s professional services automation (PSA) software that gets experts out of the admin grind and back to the work that matters. Our cloud-based PSA tool brings together everything your business needs to plan, track, forecast, and grow. By automating time tracking, expense tracking, resource planning, project financials, and real-time reporting, Projectworks frees your people to focus on solving the world’s hardest problems - not wrestling with manual processes. On average, Projectworks users grow 20% in their first year. Connect Projectworks with your existing stack - including Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, HubSpot, and Salesforce - to eliminate double handling, align your data, and operate with confidence. We’ll help you set up for success with expert data migration, comprehensive training, and responsive ongoing support. Key features CRM and Proposals Manage your pipeline and turn qualified opportunities into custom proposals, faster. Win more work and grow your firm. Time tracking software Easy, accurate timesheets that actually get filled out. Simplify project time tracking and keep billing up to date with integrated time management software for consultants. Expense tracking Track project spend against budget with simple, mobile-friendly expense submission. Sync approved expenses directly to Xero as bills to pay. Resource management software Plan and allocate resources effectively. See availability, utilization, and capacity in real time with powerful resource planning tools that make project delivery predictable. Revenue forecasting & project profitability Combine financial and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions. Invoicing automation Create pre-populated invoices that sync seamlessly with Xero, reducing admin and helping you get paid faster. Reporting & insights Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams. Integrations Connect your favorite tools and run your firm on a unified project management and financial reporting platform. Get a 10% discount on annual subscriptions.

Average Rating: 4.4/5.0

Total Reviews: 242

How Do G2 Users Rate Projectworks?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.2/10 (Category avg: 7.9/10)
  • Workflow: 9.2/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Projectworks?

  • Seller: Projectworks
  • Company Website:
  • Year Founded: 2019
  • HQ Location: San Mateo, California
  • Twitter: @projectworksltd
    28 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    79 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Director
  • Top Industries: Consulting, Civil Engineering
  • Company Size: 66% Small, 32% Medium

What Do G2 Reviewers Say About Projectworks?

AI-generated summary from verified user reviews

Pros
  • Users find Projectworks to be intuitive and user-friendly, making daily tasks and onboarding significantly easier.
  • Users commend Projectworks for its effective centralization and streamlining of project management across multiple regions.
  • Users appreciate the user-friendly interface of Projectworks, which streamlines operations and enhances overall effectiveness.
  • Users appreciate the user-friendly interface of Projectworks, which enhances coordination and simplifies the management of complex projects.
  • Users appreciate the comprehensive features of Projectworks for streamlined management and integration across multiple regions.
Cons
  • Users note the limited features of Projectworks, especially in integrations and project scheduling, hindering overall effectiveness.
  • Users highlight the missing invoicing features in Projectworks, hindering customization and efficiency in their processes.
  • Users find limited customization in reporting and workflows, causing minor frustrations during fast-paced tasks.
  • Users find the learning curve challenging, as initial complexity and unclear features require time to master.
  • Users note that reporting issues exist, including limited customization and occasional slowness, impacting their workflow.

What Are Recent G2 Reviews of Projectworks?

What Are G2 Users Discussing About Projectworks?

Workday Professional Services Automation

Workday Professional Services Automation (PSA) automates the entire Opportunity to Cash process in one intuitive tool, linked directly to HCM and financials data like skills, resource availability, project margins, billing and staff utilization, all designed to match the right talent to the right project at the right time. This eliminates siloed systems, reducing manual, error-prone work, and preventing revenue leakage. Workday Services CPQ (Configure, Price, Quote) integrates with your CRM system to track project opportunities as they progress and automatically creates customer facing quotes, contracts and project resourcing plans, reducing several manual steps in the Sales to Service handoff and jumpstarting projects as soon as they are sold. Built with an adaptable architecture, Workday PSA supports flexible and secure project management, finance, accounting, and HR processes all on one platform, allowing for quick adaptation to business changes with "on the fly" reporting.

Average Rating: 4.1/5.0

Total Reviews: 20

How Do G2 Users Rate Workday Professional Services Automation?

  • Has the product been a good partner in doing business?: 6.3/10 (Category avg: 8.9/10)
  • Portfolio Performance: 6.7/10 (Category avg: 7.9/10)
  • Workflow: 8.9/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Workday Professional Services Automation?

  • Seller: Workday
  • Year Founded: 2005
  • HQ Location: Pleasanton, CA
  • Twitter: @Workday
    52,273 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    25,204 employees on LinkedIn®
  • Ownership: NYSE:WDAY

Who Uses This Product?

  • Company Size: 68% Large, 27% Medium

What Are Recent G2 Reviews of Workday Professional Services Automation?

Dynamics 365 Project Operations

Dynamics 365 for Project Service Automation helps teams work efficiently by giving them automation technology and a complete view into their client relationships.

Average Rating: 4.0/5.0

Total Reviews: 12

How Do G2 Users Rate Dynamics 365 Project Operations?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Portfolio Performance: 6.7/10 (Category avg: 7.9/10)
  • Workflow: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Dynamics 365 Project Operations?

  • Seller: Microsoft
  • Year Founded: 1975
  • HQ Location: Redmond, Washington
  • Twitter: @microsoft
    13,091,739 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    232,750 employees on LinkedIn®
  • Ownership: MSFT

Who Uses This Product?

  • Company Size: 50% Medium, 33% Large

What Are Recent G2 Reviews of Dynamics 365 Project Operations?

What Are G2 Users Discussing About Dynamics 365 Project Operations?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024