Best Professional Services Automation Software - Page 2

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What problems does Screendragon solve as a Professional Services Automation?

Screendragon addresses core Professional Services Automation problems such as centralizing project, resource, and budget management, reducing administrative overhead, and improving visibility across teams. According to reviewers, it enables teams to keep all projects, tasks, estimates, and time tracking in one place, which streamlines operations and saves significant time previously spent managing multiple tools. The platform’s workflow automation and customizable reporting help organizations better allocate resources and plan for future projects, with several reviewers highlighting its ability to aggregate resource availability across multiple projects and automate manual processes. However, some users note that the asset approval/proofing module is less robust than dedicated tools, and initial setup or user training can require extra effort for complex workflows.

What Professional Services Automation features does Screendragon offer?

Screendragon offers a comprehensive set of native Professional Services Automation features, including project planning, revenue recognition, portfolio definition and performance, risk management, portfolio mix, AI text generation and summarization, project accounting, and more. Reviewers specifically mention the value of customizable workflows, resource management, and advanced approval processes, with the platform’s flexibility allowing adaptation to varied organizational needs and evolving requirements. The system’s reporting and budget tracking features are frequently cited as helping teams stay organized and aligned. The main limitation noted by reviewers is that the asset approval/proofing and timesheet modules are not as feature-rich as some specialized competitors, and some users find the report creation system intimidating without prior experience.

How easy is Screendragon to set up, use, and get support for?

Screendragon stands out for its quality of support and ease of doing business, both scoring 9.7, with ease of use rated at 9.2 and ease of admin at 9.0. Reviewers describe the platform as intuitive and user-friendly once familiar, with onboarding and daily use made easier by a clear interface and responsive support team. Several users highlight the flexibility and customization options, though some note that initial setup and learning the system’s more advanced features can be time-consuming, which is reflected in the slightly lower ease of setup score of 8.5 compared to other dimensions.

What does Screendragon integrate with for Professional Services Automation workflows?

Screendragon integrates with Aprimo for Professional Services Automation workflows, as cited by reviewers. Additional integrations mentioned include Personio and connections to ERP systems, with users appreciating the ability to aggregate data from external sources and export information for reporting or data mining. The platform also supports native APIs for broader integration needs, which reviewers find helpful for customizing workflows. However, some users report that implementing integrations or retroactively changing workflows can be time-consuming, and a few express interest in future integrations with tools like Microsoft Teams.

How much does Screendragon cost?

Screendragon uses a custom quote pricing model, with no public entry price listed; prospective buyers are advised to contact Screendragon directly for accurate pricing details. There is no published information on how pricing scales across tiers or which features are unlocked at higher levels, and reviewers do not provide direct feedback on cost or value for money. While several users praise the platform’s flexibility and all-in-one capabilities, there are occasional mentions that setup and customization can be time-intensive, which may impact the overall value depending on organizational needs.

Updated August 2026.

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 210

Category Stats (Sep 2026)

  • Average Rating: 4.3/5 (↓0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Operating (+1.19%) - Among all products in this category, Operating recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 26,200+ Authentic Reviews
  • 210+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Professional Services Automation Software

G2 Grid® for Professional Services Automation Software plotting products by satisfaction and market presence

Highlighted products: Autotask, BigTime, Syncro, CMap, Deltek Vantagepoint, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), SAP Cloud ERP (SAP S/4HANA Cloud), and Planhat.

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=autotask&focus%5B%5D=bigtime&focus%5B%5D=syncro&focus%5B%5D=cmap&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=planhat)

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: 8.8/10)
  • 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?

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: 80

How Do G2 Users Rate Magnetic?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.8/10)
  • Workflow: 8.4/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 6.9/10 (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 value the effective project tracking features, enabling flexible time management and real-time updates on progress.
  • Users commend the fast and reliable customer support that enhances their overall experience with Magnetic.
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: 8.8/10)
  • Portfolio Performance: 8.2/10 (Category avg: 7.9/10)
  • Workflow: 8.3/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Certinia PS Cloud?

  • Seller: Certinia
  • 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 value the deep integration with Salesforce in Certinia PS Cloud, enhancing project management and collaboration efficiency.
  • 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 deep Salesforce integration of Certinia PS Cloud, enabling efficient project management and real-time insights.
  • Users value the comprehensive case management features of Certinia PS Cloud, enhancing project tracking and billing efficiency.
Cons
  • Users find the user interface unfriendliness of Certinia PS Cloud hinders their overall experience and usability.
  • Users experience a steep learning curve with Certinia PS Cloud, finding it challenging to navigate and configure initially.
  • Users report insufficient information and challenging learning experiences due to lacking documentation and ambiguous error messages.
  • Users experience slow performance in Certinia PS Cloud, particularly during complex reports and high data volume tasks.
  • Users find the complex usability of Certinia PS Cloud frustrating, particularly due to setup and interface inconsistencies.

What Are Recent G2 Reviews of Certinia PS Cloud?

What Are G2 Users Discussing About Certinia PS Cloud?

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: 8.8/10)
  • 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 value the reporting efficiency of SuiteProjects Pro, benefiting from enhanced tools for managing and monitoring projects.
  • 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.
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?

Deltek Replicon Time

Deltek Replicon Time is an AI-powered time intelligence software that helps project- based firms recover missed billable hours, reduce revenue leakage, and speed up billing cycles. It unifies project time capture, workforce management, time off, and labour compliance in one configurable, cloud-based application — part of the Deltek platform. ZeroTime™, powered by Dela, auto-captures time from 100+ work applications and translates activity into accurate, ready-to-submit timesheets. Best for: Project-based firms — from growing consultancies to global enterprises — managing distributed teams, complex billing models, and evolving labour regulations across multiple regions. Use cases:  Track project billable hours automatically to improve margins and accelerate invoicing  Manage workforce attendance, schedules, overtime, and gross pay calculations in one place  Navigate labour compliance across 145+ jurisdictions in 75+ countries using preconfigured rules  Consolidate disconnected time-tracking systems into a single, scalable application  Capture project expenses and map them to jobs for on-time billing and reimbursement Key Features:  ZeroTime™ intelligent timesheets — AI-powered time capture from 100+ work apps  Configurable project time tracking with flexible approval workflows  Global labour compliance with preconfigured rules for overtime, breaks, leave, and gross pay  CloudClock with facial recognition and voice commands for field and frontline teams  Workforce management — attendance, scheduling, and time-off administration  Seamless integration with ERP, CRM, HCM, payroll, and project management systems  Advanced analytics with custom dashboards, reports, and connections to Tableau and Power BI Why project-based firms choose Replicon Time:  AI captures every billable hour so revenue stops slipping through the cracks. ZeroTime™ auto-populates timesheets from 100+ work apps — eliminating the end-of-week scramble and recovering hours that manual entry misses.  One application replaces fragmented time-tracking systems across the business. Replicon Time brings project time, workforce management, leave, and compliance together — cutting silos and reducing manual errors at source.  Global teams stay compliant without adding operational overhead. Preconfigured rules cover labour laws in 145+ jurisdictions across 75+ countries, with intelligent validation and complete audit trails built in. Used by: Professional services, consulting, government contracting, and technology firms — from mid-market to Fortune 500 — managing complex projects and distributed workforces globally. Replicon Time is FedRAMP Moderate authorized and supports 30+ languages and multiple currencies. Backed by 25+ years of industry leadership in time tracking and workforce management.

Average Rating: 4.3/5.0

Total Reviews: 776

How Do G2 Users Rate Deltek Replicon Time?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.1/10 (Category avg: 7.9/10)
  • Workflow: 7.9/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Deltek Replicon Time?

  • Seller: Deltek
  • Company Website:
  • Year Founded: 1983
  • HQ Location: Herndon, VA
  • Twitter: @Deltek
    6,574 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,828 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Office Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 42% Medium, 41% Small

What Do G2 Reviewers Say About Deltek Replicon Time?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the effective time tracking of Deltek Replicon, enhancing accuracy and efficiency in managing project hours.
  • Users highlight the intuitive user interface of Deltek Replicon Time, making tracking time and leave effortless.
  • Users value the advanced reporting options of Deltek Replicon Time, enhancing efficiency and audit capabilities.
  • Users appreciate the efficiency of Deltek Replicon for streamlining time tracking and improving project budget management.
  • Users value the tracking ease of Deltek Replicon Time, enabling efficient management of hours and improving expense accuracy.
Cons
  • Users find the limited customization options in Deltek Replicon frustrating, impacting their ability to optimize usage efficiently.
  • Users often face reporting issues with Deltek Replicon Time, including confusion, accuracy flaws, and limited customization.
  • Users find the non-intuitive usage of Deltek Replicon Time leads to confusion and difficulty in accessing features.
  • Users find that the interface is not intuitive, leading to confusion and difficulty in using reporting features.
  • Users find the difficulty in creating reports and determining backlog hampers their overall experience with Replicon Time.

What Are Recent G2 Reviews of Deltek Replicon Time?

What Are G2 Users Discussing About Deltek Replicon Time?

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: 225

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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: 8.8/10)
  • Portfolio Performance: 6.3/10 (Category avg: 7.9/10)
  • Workflow: 7.3/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind PSOHUB.?

  • Seller: PSOHUB.
  • 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: Consultant, Project Manager
  • Top Industries: Consulting, Marketing and Advertising
  • Company Size: 65% Small, 33% Medium

What Do G2 Reviewers Say About PSOHUB.?

AI-generated summary from verified user reviews

Pros
  • Users 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.?

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: 4.4/5.0

Total Reviews: 75

How Do G2 Users Rate Kytes?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.7/10 (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)?: 7.5/10 (Category avg: 10/10)

Who Is the Company Behind Kytes?

  • Seller: Kytes
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Pune, Maharashtra
  • LinkedIn® Page: www.linkedin.com
    171 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 60% Medium, 25% 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 value the effective team collaboration features of Kytes, enhancing project management and resource planning seamlessly.
  • Users praise Kytes for its user-friendly interface and excellent real-time support, making implementation and adoption seamless.
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 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.
  • Users are frustrated with limited reporting options in Kytes, impacting their ability to create effective dashboards.

What Are Recent G2 Reviews of Kytes?

What Are G2 Users Discussing About Kytes?

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: 108

How Do G2 Users Rate COR?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind COR?

  • Seller: COR
  • 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: 50% Medium, 48% Small

What Are Recent G2 Reviews of COR?

What Are G2 Users Discussing About COR?

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 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: 234

How Do G2 Users Rate Projectworks?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.2/10 (Category avg: 7.9/10)
  • Workflow: 9.2/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Projectworks?

  • Seller: Projectworks
  • 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, Information Technology and Services
  • 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?

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. 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: 87

How Do G2 Users Rate Klient PSA?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.0/10 (Category avg: 7.9/10)
  • Workflow: 9.0/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Klient PSA?

  • Seller: Klient Software
  • 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: 55% Small, 42% 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?

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: 8.8/10)
  • Portfolio Performance: 8.3/10 (Category avg: 7.9/10)
  • Workflow: 8.3/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Resource Management by Smartsheet?

  • Seller: Smartsheet
  • 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?

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: 8.8/10)
  • 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% Small

What Are Recent G2 Reviews of Dynamics 365 Project Operations?

What Are G2 Users Discussing About Dynamics 365 Project Operations?

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: 8.8/10)
  • 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?

VOGSY

Lead-to-cash platform for global professional services organizations, combining PSA capabilities with project-based ERP to manage operations and financial performance. VOGSY is a Professional Services Automation (PSA) and project-based ERP platform designed for global professional services organizations that need to manage the full lead-to-cash lifecycle, including sales opportunities, project delivery, resource planning, project accounting, invoicing, and financial performance in a single operational system. The platform helps consulting firms, agencies, technology services companies, and other project-based businesses coordinate work across teams, offices, and countries while maintaining visibility into operational and financial performance. As a PSA and services ERP platform, VOGSY supports the full lead-to-cash lifecycle, allowing organizations to move from opportunity management and project planning to delivery, billing, and revenue reporting. The platform integrates operational data with financial insights, enabling leadership teams to track utilization, forecast revenue, and analyze project profitability across multiple entities and currencies. VOGSY combines the operational capabilities of PSA software with multi-entity project finance and reporting capabilities of a project-based ERP, enabling organizations to manage both delivery and financial performance. VOGSY is commonly used by professional services firms with 50 to 1,000 employees that operate across multiple regions or legal entities. These organizations often face challenges managing global delivery, aligning project execution with financial reporting, and maintaining visibility into margins and capacity across distributed teams. These organizations often require both operational coordination (PSA) and financial structure (ERP), particularly when managing multiple entities, currencies, and reporting requirements. VOGSY provides a centralized PSA platform that connects project operations with financial outcomes while allowing organizations to retain their existing regional accounting systems. Key capabilities: • End-to-end lead-to-cash workflow management connecting CRM opportunities, project planning, delivery, billing, and revenue recognition • Global resource management and capacity planning for allocating talent across projects, regions, and teams • Multi-currency project accounting across ERP entities and consolidated financial reporting • Time tracking, expense management, and automated billing tied directly to project budgets and contract terms • Project profitability analysis and ERP-level financial reporting, utilization tracking, and revenue forecasting • AI assistant provides profitability, capacity, and client health details (or data or reports) in natural language and automates daily tasks Security, compliance, and infrastructure: • ISO 42001 • ISO 27001 • SOC 1 • ISAE 3402 • Hosted on Google Cloud for global scalability and security • SSO support for Microsoft 365 and Google Workspace Integrations: • HubSpot • Salesforce • Zoho • Pipedrive • Copper • QuickBooks • Xero • Sage • Deltek • Certinia • Oracle NetSuite • Exact • Tally • Datev • Microsoft 365 • Google Workspace • Jira • Other web applications • API-based synchronization By connecting project delivery data with financial reporting and operational planning, VOGSY helps professional services organizations streamline global operations through a unified PSA and project-based ERP platform. Many organizations rely on multiple separate systems that limit visibility across teams, entities, and financial performance. VOGSY brings these capabilities together in a single platform, providing a more connected view of operations, resource utilization, and project profitability. Finance, operations, and delivery teams work from a shared source of operational and financial intelligence while maintaining compatibility with existing accounting systems across different countries.

Average Rating: 4.7/5.0

Total Reviews: 37

How Do G2 Users Rate VOGSY?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.7/10 (Category avg: 7.9/10)
  • Workflow: 8.9/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind VOGSY?

  • Seller: VOGSY
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Boston, MA
  • Twitter: @VOGSY_PSA
    84 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 84% Small, 11% Medium

What Do G2 Reviewers Say About VOGSY?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of VOGSY, noting its intuitive onboarding and seamless integration.
  • Users value the seamless integrations of VOGSY, enhancing workflow and facilitating real-time data-driven insights throughout operations.
  • Users value the easy integrations of VOGSY, which streamline implementation and enhance project management across IT systems.
  • Users commend the implementation ease of VOGSY, highlighting smooth onboarding and minimal training requirements.
  • Users find the onboarding process of VOGSY smooth and intuitive, allowing quick implementation without disrupting workflows.
Cons
  • Users desire more native integration options with German HR platforms to avoid double-entry and comply with labor laws.
  • Users wish for better native integration options with specific HR platforms to improve efficiency and comply with legal obligations.
  • Users desire more customization options for reports in VOGSY to enhance their experience and functionality.
  • Users find a lack of purchase order integration in VOGSY, limiting tracking capabilities and vendor communication.
  • Users highlight the time tracking issues in VOGSY due to necessary double-entry for compliance with German labor laws.

What Are Recent G2 Reviews of VOGSY?

What Are G2 Users Discussing About VOGSY?

Naverisk

Naverisk is a robust All-in-One IT services platform for MSPs and IT Pro’s. Naverisk combines RMM, Service Desk, PSA and 100% free Data Protection into a single powerful solution. Our excellent global 24x7 support also means you can get real time help when you need it.

Average Rating: 4.7/5.0

Total Reviews: 71

How Do G2 Users Rate Naverisk?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Portfolio Performance: 9.4/10 (Category avg: 7.9/10)
  • Workflow: 10.0/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 9.5/10 (Category avg: 10/10)

Who Is the Company Behind Naverisk?

  • Seller: Naverisk
  • Year Founded: 2010
  • HQ Location: Auckland CBD, Auckland
  • Twitter: @Naverisk
    426 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Owner
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 90% Small, 8% Medium

What Do G2 Reviewers Say About Naverisk?

AI-generated summary from verified user reviews

Pros
  • Users commend Naverisk for its exceptional reliability, making it a trusted partner for managing IT environments effectively.
  • Users consistently value the excellent customer support from Naverisk, praising their reliability and responsiveness over the years.
  • Users find Naverisk to be intuitive and easy to use, enabling quick onboarding and minimal training for new staff.
  • Users value the high-quality support from Naverisk, enhancing their business IT management experience significantly.
  • Users value the strong community engagement from Naverisk, highlighting excellent support and a reliable partnership.
Cons
  • Users find the inefficient ticketing system somewhat clunky, though it remains functional for their needs.
  • Users face login issues in Naverisk, needing to frequently log out and log back in for full functionality.
  • Users find the design outdated, suggesting that Naverisk could greatly benefit from a modern interface update.
  • Users find the ticketing system a bit clunky, yet still manageable for their needs.
  • Users note that the interface feels outdated and would benefit from a modern refresh for better usability.

What Are Recent G2 Reviews of Naverisk?

What Are G2 Users Discussing About Naverisk?

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