Best Professional Services Automation Software - Page 3

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 334

Category Stats (Nov 2026)

  • Average Rating: 4.36/5 (↑0.04 vs Oct 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: November 01, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 49,200+ Authentic Reviews
  • 334+ 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, Deltek Vantagepoint, Syncro, CMap, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), SAP Cloud ERP (SAP S/4HANA Cloud), and Rocketlane.

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=deltek-vantagepoint&focus%5B%5D=syncro&focus%5B%5D=cmap&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=rocketlane-corp)

VOGSY

VOGSY is the agentic ERP for services businesses. It connects the entire lead-to-cash process in one operational and financial system of record — from opportunities, quotes and resource planning through project delivery, time and expenses, invoicing, revenue recognition and financial control. VOGSY gives services firms real-time visibility into the commercial, operational and financial performance of their business. Sales teams can see whether opportunities can actually be delivered. Resource managers can match demand with skills and capacity. Project teams can manage work, budgets and profitability. Finance teams can automate invoicing, track revenue and accelerate month-end close. Embedded AI agents work across these connected processes to help teams move faster while keeping people in control. They can evaluate delivery feasibility during the sales process, propose staffing and replanning decisions, validate draft invoices, surface exceptions and support financial close activities. Actions remain governed and can require human confirmation before changes are applied. VOGSY is designed for professional services businesses including consulting firms, IT services companies, agencies, software companies with professional services teams and other project- and people-driven organizations. The platform supports multi-entity and international operations and integrates either via MCP server to other AI or via API, or through managed integrations with existing CRM, productivity and finance environments, including Google Workspace, Microsoft 365, Slack, and leading CRM and accounting platforms. By connecting commercial commitments, people, projects and financial outcomes, VOGSY helps services businesses improve lead-to-cash velocity, utilization, project profitability, forecasting, invoicing accuracy and operational control. 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

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: 8.9/10)
  • Portfolio Performance: 8.7/10 (Category avg: 7.9/10)
  • Workflow: 8.9/10 (Category avg: 8.5/10)
  • 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: Amsterdam, The Netherlands
  • 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 highly value the ease of use of VOGSY, appreciating its intuitive onboarding and streamlined integration with other tools.
  • Users value the seamless integrations of VOGSY, enhancing operational efficiency and providing essential insights effortlessly.
  • Users value the easy integrations of VOGSY, which streamline workflows and enhance operational efficiency across teams.
  • Users appreciate the ease of implementation with VOGSY, ensuring a smooth onboarding experience without disruption.
  • Users highlight the easy onboarding of VOGSY, enabling quick implementation and seamless integration with existing systems.
Cons
  • Users desire more native integration options with specialized German HR platforms for efficient time-tracking compliance.
  • Users desire more native integration options with specialized platforms to streamline time-tracking and reduce double-entry.
  • Users desire more customization options for reports in VOGSY to enhance their user experience.
  • Users wish for enhanced missing features, particularly a more comprehensive purchase order integration within VOGSY.
  • Users face time tracking issues needing double-entry due to legal obligations, complicating their workflow in VOGSY.

What Are Recent G2 Reviews of VOGSY?

What Are G2 Users Discussing About VOGSY?

HaloPSA

HaloPSA is a comprehensive, cloud-based Professional Services Automation (PSA) software tailored for Managed Service Providers (MSPs) and IT service providers. It integrates essential business functions such as service desk management, project planning, billing, and customer relationship management into a unified platform. This consolidation streamlines operations, enhances productivity, and improves service delivery, making it an ideal solution for service-oriented businesses. Key Features and Functionality: - Service Desk: Flexible, automation-driven ticketing system designed specifically for MSPs. - Contracts: Configurable agreements to fit various billing structures and client needs. - Billing & Invoices: Automated invoicing processes to simplify financial operations. - Sales & CRM: Tools to enhance pipeline visibility and manage customer relationships effectively. - Stock Management: Centralized tracking of stock levels to streamline procurement and inventory control. - Project Management: Comprehensive oversight of projects from initiation to completion. - Time Tracking: Accurate logging of billable hours to ensure precise client billing. - Reporting & Analytics: Customizable reports and real-time analytics to monitor performance and inform decision-making. Primary Value and Solutions Provided: HaloPSA addresses the complexities MSPs face by offering an all-in-one platform that reduces the need for multiple disparate tools. Its automation capabilities free up resources by handling repetitive tasks, allowing teams to focus on strategic initiatives. The software's scalability ensures it grows alongside the business, accommodating increasing demands without compromising efficiency. By centralizing various business functions, HaloPSA enhances collaboration, improves service delivery, and drives overall business growth.

Average Rating: 4.6/5.0

Total Reviews: 47

How Do G2 Users Rate HaloPSA?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.8/10 (Category avg: 7.9/10)
  • Workflow: 9.0/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind HaloPSA?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 89% Small, 11% Medium

What Do G2 Reviewers Say About HaloPSA?

AI-generated summary from verified user reviews

Pros
  • Users find HaloPSA's ease of use enhances daily operations and simplifies ticket management, contributing to a smooth experience.
  • Users appreciate the excellent customer support from HaloPSA, which enhances their overall experience with the software.
  • Users appreciate the easy integrations with various systems, enhancing their workflow and overall productivity.
  • Users value the flexibility of HaloPSA, allowing customization to meet diverse customer needs effectively.
  • Users appreciate the effective organization of HaloPSA, making ticket and asset management tasks seamless and efficient.
Cons
  • Users struggle with a steep learning curve due to unclear documentation and complex feature interactions in HaloPSA.
  • Users find HaloPSA's billing and invoicing systems inadequate, noting limitations in recurring billing for purchase orders.
  • Users find HaloPSA's complex usability challenging, often struggling with a lack of documentation for its numerous features.
  • Users find the difficult setup of HaloPSA challenging, which complicates the initial implementation process.
  • Users find invoicing issues in HaloPSA, noting limitations with recurring billing for purchase orders.

What Are Recent G2 Reviews of HaloPSA?

What Are G2 Users Discussing About HaloPSA?

BigTime Projector

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

Average Rating: 4.5/5.0

Total Reviews: 131

How Do G2 Users Rate BigTime Projector?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Portfolio Performance: 9.3/10 (Category avg: 7.9/10)
  • Workflow: 9.1/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind BigTime Projector?

  • Seller: BigTime
  • Year Founded: 2002
  • HQ Location: Chicago, IL
  • LinkedIn® Page: www.linkedin.com
    166 employees on LinkedIn®

Who Uses This Product?

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

What Are Recent G2 Reviews of BigTime Projector?

What Are G2 Users Discussing About BigTime Projector?

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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: 8.9/10)
  • Portfolio Performance: 9.4/10 (Category avg: 7.9/10)
  • Workflow: 10.0/10 (Category avg: 8.5/10)
  • 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
  • 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 the high reliability of Naverisk, reinforcing its status as a trusted solution for IT management.
  • Users commend the excellent customer support of Naverisk, praising its responsiveness and expertise in resolving issues.
  • Users value the ease of use of Naverisk, allowing new staff to learn quickly with minimal training.
  • Users value the high-quality support from Naverisk, enhancing their IT management experience significantly over the years.
  • Users value the excellent community engagement from Naverisk, enhancing reliability and support for IT needs.
Cons
  • Users find the inefficient ticketing system somewhat clunky, though it remains functional for their needs.
  • Users face login issues with Naverisk, needing to frequently re-login to access all features effectively.
  • Users find the interface outdated and in need of a design refresh for better usability.
  • Users find the ticketing system somewhat clunky, yet it remains workable for their needs.
  • Users feel the interface of Naverisk is dated and could use a refresh to enhance usability and appeal.

What Are Recent G2 Reviews of Naverisk?

What Are G2 Users Discussing About Naverisk?

Planview AdaptiveWork

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

Average Rating: 4.1/5.0

Total Reviews: 521

How Do G2 Users Rate Planview AdaptiveWork?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.3/10 (Category avg: 7.9/10)
  • Workflow: 9.0/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Planview AdaptiveWork?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Planview AdaptiveWork?

AI-generated summary from verified user reviews

Pros
  • Users value the easy management features of Planview AdaptiveWork, enabling seamless project tracking and customization.
  • Users value the customizability of Planview AdaptiveWork, enjoying seamless project management and easy workflow creation.
  • Users value the high customizability of Planview AdaptiveWork, allowing easy creation of workflows without coding skills.
  • Users value the high level of customization in Planview AdaptiveWork, enabling easy creation of workflows without coding skills.
  • Users appreciate the ease of use of Planview AdaptiveWork, allowing for simple customization and workflow creation.
Cons
  • Users face significant access limitations with Planview AdaptiveWork, often relying on external processes instead of the tool itself.
  • Users often find that app functionality is lacking, as many processes need to be executed outside the tool.
  • Users find change adjustments challenging, as many processes require workarounds and support is insufficient post-acquisition.
  • Users face inadequate tools with many processes requiring external completion before entry into Planview AdaptiveWork.
  • Users face challenges with manual data entry due to initial setup issues and inadequate support from Planview AdaptiveWork.

What Are Recent G2 Reviews of Planview AdaptiveWork?

What Are G2 Users Discussing About Planview AdaptiveWork?

Operating

Operating is an AI-enabled professional services automation (PSA) platform for running the business behind complex consulting work. It puts time, people, projects, and money in one place and sits in between the CRM and accounting platform. It's the one hub for running the professional services delivery. Operating is built by former IT services professionals. Operating does the following: - Skills-based project staffing & resource planning with timeline views - Project planning with rate cards, labor costs, and margin & profit forecasting - Time tracking - Project health monitoring: margin, profits, project progress, budget burndown - Revenue recognition: ASC-06 compliant revenue recognition specific to professional services - Invoice generation and integrations to accounting platforms (QuickBooks & Xero) to close the month. On top of the the already mentioned features, Operating is design to work with an MCP-first approach: anything you do in the UI, you can do with AI assistants. We also provide a robust REST API to connect Operating with your tooling of choice. Operating doesn't replace your issue tracking or task management system, so you can continue using your project management tool of choice for collaborating with your team within projects.

Average Rating: 4.7/5.0

Total Reviews: 20

How Do G2 Users Rate Operating?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 8.9/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 5.8/10 (Category avg: 10/10)

Who Is the Company Behind Operating?

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 65% Medium, 35% Small

What Do G2 Reviewers Say About Operating?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer support of Operating, highlighting quick responses and helpful assistance from the team.
  • Users appreciate the intuitive user experience of Operating, facilitating seamless team collaboration and efficient project management.
  • Users appreciate the intuitive user experience of Operating, making project management and resource tracking effortless.
  • Users love the exceptional project management capabilities of Operating, enhancing resource tracking and team collaboration effortlessly.
  • Users appreciate the effective time tracking capabilities of Operating, enhancing their resource planning and project management.
Cons
  • Users find the lack of customization frustrating, especially regarding reporting features that need more flexibility.
  • Users find the report customization challenging, requiring extra steps for a more intuitive experience and faster insights.
  • Users feel that the time tracking features lack intuitiveness, making it harder to access and customize reports efficiently.
  • Users find update issues frustrating as some features are still in development and reporting needs improvement.

What Are Recent G2 Reviews of Operating?

Accelo

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

Average Rating: 4.3/5.0

Total Reviews: 661

How Do G2 Users Rate Accelo?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.1/10 (Category avg: 7.9/10)
  • Workflow: 8.6/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Accelo?

  • Seller: Accelo
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Accelo?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Accelo, facilitating seamless organization of tasks and client communication.
  • Users value the customizability and organization of Accelo, enhancing project management and team collaboration effectively.
  • Users value the efficiency of Accelo in organizing tasks, delegating responsibilities, and integrating financial management seamlessly.
  • Users value the versatile client management capabilities of Accelo, enhancing organization and collaboration within teams.
  • Users appreciate the comprehensive task management features of Accelo, enhancing organization and team collaboration effectively.
Cons
  • Users face missing features in Accelo, such as clunky reports and lack of crucial syncing options.
  • Users face a steep learning curve with Accelo, complicating navigation and integration into existing processes.
  • Users find limited features in Accelo, particularly with reports, syncing, and mobile app functionality.
  • Users find limited customization in Accelo, making it less appealing and complicating template and workflow management.
  • Users find Accelo's complexity overwhelming, struggling with navigation, setup, and an unclear learning curve.

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

Furious

Furious is the Team Operating System designed for agencies, consulting firms, and IT service providers. CRM, quotes, projects, staffing, HR, time tracking, invoicing… Furious connects your entire business on a single platform and understands how your teams, clients, projects, and performance indicators are connected. Powered by industry-specific AI and contextual memory, Furious turns this data into action: detecting risks before they impact profitability, optimizing staffing, automating low-value tasks, and helping you make better decisions, faster. In the age of AI, performance no longer comes from stacking tools, but from connecting your teams, data, and knowledge.

Average Rating: 4.5/5.0

Total Reviews: 27

How Do G2 Users Rate Furious?

  • Has the product been a good partner in doing business?: 8.9/10 (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 Furious?

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Public Relations and Communications
  • Company Size: 89% Small, 7% Medium

What Do G2 Reviewers Say About Furious?

AI-generated summary from verified user reviews

Pros
  • Users value the automation efficiency of Furious, enhancing clarity and streamlining operations across various functions.
  • Users value the exceptional customer service of Furious, highlighting efficient support and seamless onboarding experiences.
  • Users praise the efficient customer support of Furious, including a helpful AI chatbot and seamless onboarding process.
  • Users value the customization options in Furious, enabling tailored operations and streamlined processes for agencies.
  • Users appreciate the complete centralization of operations, enhancing efficiency and clarity in their daily tasks.
Cons
  • Users find the learning curve steep, requiring time for teams to adapt to the feature-rich platform.
  • Users find the overwhelming experience with Furious challenging, especially during onboarding and data migration efforts.
  • Users find the overwhelming options can hinder adaptation and complicate onboarding and data migration efforts.
  • Users find the onboarding process time-consuming, especially when adapting to the feature-rich platform with historical data.

What Are Recent G2 Reviews of Furious?

aec360

Microsoft’s leading Dynamics™ 365-based solution for the AEC industry, HSO’s aec360 is a cloud-based business platform designed to meet the unique needs of architecture, engineering, and construction firms. aec360 provides an integrated industry solution for marketing and business development, project management, accounting, and human resource management, and was built to leverage the best of the Microsoft cloud, helping AEC firms drive productivity, collaboration, and insights across their organization. For more information, please visit our website at www.aec360.com.

Average Rating: 4.3/5.0

Total Reviews: 36

How Do G2 Users Rate aec360?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.7/10 (Category avg: 7.9/10)
  • Workflow: 8.8/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 6.7/10 (Category avg: 10/10)

Who Is the Company Behind aec360?

  • Seller: HSO
  • Year Founded: 1987
  • HQ Location: Veenendaal, Netherlands
  • LinkedIn® Page: www.linkedin.com
    2,911 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 44% Medium, 36% Small

What Are Recent G2 Reviews of aec360?

What Are G2 Users Discussing About aec360?

Precursive

Turn services delivery into your growth engine — the AI-powered PSA platform, 100% native to Salesforce. Precursive helps professional services teams and delivery leaders connect demand with delivery, improve execution and grow recurring revenue. Run your services operation on Salesforce - no integration gaps, no silos -- from bookings to revenue recognition. Forecast demand and capacity, resource the right people with AI and skills-matching, and deliver standardized work that accelerates time-to-value. Track budget, cost and margin in real time, with AI alerts the moment overrun appears. Give the board visibility on services P&L - turn services from a cost center to a profit center. ✨ BRING ZEN TO SERVICES CHAOS WITH AI Precursive AI agents spot delivery risk and margin erosion early, powers smarter project management, and surfaces upsell opportunities across sales, services and CS. BOARD-READY SERVICES P&L See services bookings, revenue, cost and margin in real-time dashboards. Forecast revenue and rev rec, keep customers on track with a collaborative workspace, and bill accurately to protect cashflow - all 100% native to Salesforce CAPABILITIES • Services sales • Demand & capacity forecasting • Project & resource management • Utilization tracking • Customer collaboration • Revenue, rev rec & billing • Precursive AI for risk & margin insights PROVEN RESULTS • $1M saving, 85% on-time delivery - Dealertrack • $500K saved, zero staff cuts - Relias • 20% revenue growth - IT Consultancy • EOM reconciliation cut 3 weeks to 3 days

Average Rating: 4.2/5.0

Total Reviews: 64

How Do G2 Users Rate Precursive?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.9/10 (Category avg: 7.9/10)
  • Workflow: 7.6/10 (Category avg: 8.5/10)
  • 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 Precursive?

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 73% Medium, 16% Small

What Do G2 Reviewers Say About Precursive?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the exceptional customer support provided by Precursive, which enhances their overall experience and success.
  • Users praise the ease of use of Precursive, benefiting from its intuitive integration within Salesforce.
  • Users value the robust project management capabilities of Precursive, benefiting from seamless integration and excellent support.
  • Users appreciate the user-friendly integration with Salesforce, enhancing efficiency and minimizing the learning curve for teams.
  • Users find Precursive's intuitive interface enhances efficiency, making project management seamless and user-friendly within Salesforce.
Cons
  • Users experience access limitations that hinder workflows, particularly due to restrictions on permissions and reporting capabilities.
  • Users find limited reporting capabilities in Precursive, wishing for more flexibility and ease of access to data.
  • Users experience reporting limitations in Precursive, finding it requires excessive clicking and lacks the needed flexibility.
  • Users find limitations in reporting and editing permissions, which can hinder workflow and efficiency in Precursive.
  • Users find the app functionality lacking due to excessive clicks and limited mobile experience for sharing.

What Are Recent G2 Reviews of Precursive?

What Are G2 Users Discussing About Precursive?

Birdview

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

Average Rating: 4.2/5.0

Total Reviews: 399

How Do G2 Users Rate Birdview?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.4/10 (Category avg: 7.9/10)
  • Workflow: 9.4/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Birdview?

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

Who Uses This Product?

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

What Are Recent G2 Reviews of Birdview?

What Are G2 Users Discussing About Birdview?

Bonsai

Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

Average Rating: 4.3/5.0

Total Reviews: 100

How Do G2 Users Rate Bonsai?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.9/10)
  • 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 Bonsai?

Who Uses This Product?

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

What Do G2 Reviewers Say About Bonsai?

AI-generated summary from verified user reviews

Pros
  • Users find Bonsai's ease of use exceptional, streamlining operations with its all-in-one tool and intuitive design.
  • Users value the time-saving invoicing features that simplify payment processes and enhance client interactions.
  • Users value the time-saving invoice management features, simplifying operations and enhancing communication with clients.
  • Users highlight the time-saving automation of Bonsai, enhancing invoicing and streamlining business processes effectively.
  • Users value the time tracking feature for its ease and efficiency in managing invoicing and project hours.
Cons
  • Users report a lack of essential features in Bonsai, affecting functionality and ease of use significantly.
  • Users find Bonsai expensive, especially with additional costs and limited support for Australian banking needs.
  • Users experience significant integration issues with Bonsai, leading to complications in scheduling and data management.
  • Users find the limited customization options in Bonsai restrictive, particularly for templates and payment tracking.
  • Users find Bonsai's limited features restrictive, lacking in personalization and functionality for UK-specific needs.

What Are Recent G2 Reviews of Bonsai?

What Are G2 Users Discussing About Bonsai?

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: 8.5/10)
  • 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
  • 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?

WorkflowMAX

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

Average Rating: 4.1/5.0

Total Reviews: 63

How Do G2 Users Rate WorkflowMAX?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • 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 WorkflowMAX?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About WorkflowMAX?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of WorkflowMax, praising its efficiency in project management and seamless integration with Xero.
  • Users value the ease of use and efficiency of WorkflowMAX, enhancing time tracking and streamlining processes effectively.
  • Users value the easy integration with Xero, which streamlines project management and eliminates double handling of invoices.
  • Users appreciate the seamless Xero integration of WorkflowMAX, streamlining project management and financial tracking effectively.
  • Users find WorkflowMax to provide easy project management from start to finish, ensuring efficient tracking and financial performance.
Cons
  • Users miss the lost integration with Dext in WorkflowMAX, which previously saved significant time and improved efficiency.
  • Users find WorkflowMAX's limited functionality frustrating, as it lacks flexibility and has numerous bugs affecting performance.
  • Users encounter billing issues, particularly with invoicing discrepancies and limited multi-currency support.
  • Users find WorkflowMAX to be time-consuming, as some tasks require excessive clicks and lack efficient scheduling.
  • Users are frustrated by invoicing problems, including discrepancies and limitations in features like multi-currency billing.

What Are Recent G2 Reviews of WorkflowMAX?

What Are G2 Users Discussing About WorkflowMAX?

Allfred

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

Average Rating: 4.7/5.0

Total Reviews: 52

How Do G2 Users Rate Allfred?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.8/10 (Category avg: 7.9/10)
  • Workflow: 5.0/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 5.7/10 (Category avg: 10/10)

Who Is the Company Behind Allfred?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Allfred?

AI-generated summary from verified user reviews

Pros
  • Users find Allfred easy to use, enjoying its seamless integration and streamlined task management for daily workflows.
  • Users praise Allfred's task management for its all-in-one features that simplify workflow and budgeting effectively.
  • Users love the seamless time tracking of Allfred which simplifies task management and enhances productivity for creatives.
  • Users appreciate the comprehensive project management capabilities of Allfred, simplifying processes and enhancing team efficiency.
  • Users praise Allfred's exceptional customer support, ensuring fast resolutions and enhancing the overall user experience.
Cons
  • Users experience occasional slow loading times, particularly during updates, impacting overall efficiency and responsiveness.
  • Users experience slow performance at times, particularly with updates and loading times, despite improvements in newer versions.
  • Users report bug issues with Allfred that can disrupt workflow, although they are generally minor and manageable.
  • Users encounter software bugs with Allfred that can disrupt usability, though they're generally considered minor issues.
  • Users report glitches in Allfred that can disrupt workflow, though they are typically minor and manageable.

What Are Recent G2 Reviews of Allfred?

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