Best Professional Services Automation Software - Page 3

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Screendragon

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

Average Rating: 4.7/5.0

Total Reviews: 110

How Do G2 Users Rate Screendragon?

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

Who Is the Company Behind Screendragon?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Screendragon?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Screendragon?

What Are G2 Users Discussing About Screendragon?

Updated August 2026.

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 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
  • 26,300+ 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)

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: 8.8/10)
  • Portfolio Performance: 7.8/10 (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 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 interface to be simple and clean, enhancing their daily task management and organization.
  • Users commend the excellent customer support from HaloPSA, highlighting responsiveness and helpful resources for ticket management.
  • Users love the easy integrations with various systems, enhancing workflow and automating tasks effortlessly.
  • Users appreciate the flexibility of HaloPSA, allowing customization to meet diverse customer use cases effectively.
  • Users appreciate the organization features of HaloPSA, making ticketing and asset management smooth and efficient.
Cons
  • Users face a steep learning curve with HaloPSA due to unclear documentation and the complexity of its features.
  • Users find the billing issues in HaloPSA frustrating, especially with limitations in recurring purchase orders.
  • Users find the complex usability of HaloPSA challenging due to insufficient documentation and trial-and-error learning.
  • Users find the difficult setup of HaloPSA to be a frustrating barrier to effective utilization of the software.
  • Users find that HaloPSA has invoicing issues, lacking full support for recurring billing and purchase orders.

What Are Recent G2 Reviews of HaloPSA?

What Are G2 Users Discussing About HaloPSA?

Planview AdaptiveWork

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

Average Rating: 4.1/5.0

Total Reviews: 521

How Do G2 Users Rate Planview AdaptiveWork?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.3/10 (Category avg: 7.9/10)
  • Workflow: 9.0/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Planview AdaptiveWork?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Planview AdaptiveWork?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Planview AdaptiveWork?

What Are G2 Users Discussing About Planview AdaptiveWork?

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?

Productive

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

Average Rating: 4.6/5.0

Total Reviews: 73

How Do G2 Users Rate Productive?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.8/10)
  • Portfolio Performance: 10.0/10 (Category avg: 7.9/10)
  • Workflow: 8.9/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 6.6/10 (Category avg: 10/10)

Who Is the Company Behind Productive?

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 81% Small, 17% Medium

What Do G2 Reviewers Say About Productive?

AI-generated summary from verified user reviews

Pros
  • Users find Productive's ease of use transformative, streamlining their workflow and enhancing productivity effortlessly.
  • Users value the seamless team collaboration enabled by Productive, enhancing project management and overall efficiency across the company.
  • Users praise the customizability of Productive, allowing tailored views and reports to fit diverse workflows seamlessly.
  • Users appreciate the 360 project management capabilities of Productive, praising its flexibility and intuitive user experience.
  • Users praise the intuitive and user-friendly interface of Productive, making project management seamless and efficient.
Cons
  • Users find the lack of integrations limiting, as essential tools and modules are not well-connected, complicating workflows.
  • Users face organization difficulties due to overwhelming layouts and limited customization options in Productive's reporting tools.
  • Users find the reporting options lacking flexibility, limiting detailed data access, especially on the mobile app.
  • Users find complex usability in configuring reports, making navigation challenging and limiting customization options.
  • Users find the difficult navigation to be overwhelming, especially for new users trying to configure reports.

What Are Recent G2 Reviews of Productive?

What Are G2 Users Discussing About Productive?

BigTime Projector

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

Average Rating: 4.5/5.0

Total Reviews: 131

How Do G2 Users Rate BigTime Projector?

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

Who Is the Company Behind BigTime Projector?

  • Seller: BigTime
  • Year Founded: 2002
  • HQ Location: Chicago, IL
  • Twitter: @BigTimeSoftware
    2,744 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    167 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?

Accelo

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

Average Rating: 4.3/5.0

Total Reviews: 661

How Do G2 Users Rate Accelo?

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

Who Is the Company Behind Accelo?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Accelo?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

Furious

Furious is the Team Operating System designed for agencies, consulting firms, and IT services companies. CRM, quotes, projects, staffing, HR, time tracking, invoicing… Furious connects your entire business in a single platform and understands the interactions between your teams, clients, projects, and performance indicators. With industry-specific AI and 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: 24

How Do G2 Users Rate Furious?

  • Has the product been a good partner in doing business?: 9.0/10 (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 Furious?

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Public Relations and Communications
  • Company Size: 88% Small, 8% 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 reducing data management time significantly.
  • Users value the exceptional customer service of Furious, especially its efficient AI chatbot and smooth onboarding process.
  • Users value the exceptional customer support of Furious, enhancing their operational efficiency and providing seamless onboarding.
  • Users value the customization options in Furious, enhancing agency operations with seamless, tailored functionalities.
  • Users appreciate the complete centralization of operations in Furious, enhancing clarity and efficiency across tasks.
Cons
  • Users find the learning curve steep, requiring time for teams to adapt to the feature-rich platform.
  • Users find the overwhelming experience of Furious can hinder adaptation and complicate the onboarding process.
  • Users find the overwhelming options in Furious can hinder adaptation and complicate the onboarding process.
  • Users find the time-consuming onboarding process can delay full adoption of Furious, especially for large data sets.

What Are Recent G2 Reviews of Furious?

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: 8.8/10)
  • Portfolio Performance: 7.9/10 (Category avg: 7.9/10)
  • Workflow: 7.6/10 (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 Precursive?

  • Seller: Precursive
  • Year Founded: 2011
  • HQ Location: London
  • Twitter: @precursive
    2,598 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

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 commend the exceptional customer support from Precursive, appreciating their responsiveness and commitment to success.
  • Users appreciate the ease of use of Precursive, enjoying seamless access and intuitive navigation within Salesforce.
  • Users appreciate the seamless integration of Precursive with SFDC, enhancing project management with minimal learning curve.
  • Users admire the user-friendly design of Precursive, finding it intuitive and easy to navigate within Salesforce.
  • Users find Precursive incredibly intuitive, enjoying the seamless integration with Salesforce and efficient project management tools.
Cons
  • Users face access limitations with Precursive, experiencing challenges with editing permissions and mobile functionality.
  • Users find the limited reporting capabilities frustrating, wishing for more flexibility and ease of access to data.
  • Users experience reporting issues due to restrictive capabilities and inefficient workflows, impacting overall efficiency with data access.
  • Users find reporting limitations restrictive, feeling the need for multi-object data visibility and simpler navigation.
  • Users find the app functionality lacking, with too many clicks and limited mobile experience hindering usability.

What Are Recent G2 Reviews of Precursive?

What Are G2 Users Discussing About Precursive?

Bonsai

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

Average Rating: 4.3/5.0

Total Reviews: 100

How Do G2 Users Rate Bonsai?

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

Who Is the Company Behind Bonsai?

  • Seller: Bonsai (YC W16)
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @bonsaiinc
    3,038 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Bonsai?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Bonsai?

What Are G2 Users Discussing About Bonsai?

Screendragon

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

Average Rating: 4.7/5.0

Total Reviews: 110

How Do G2 Users Rate Screendragon?

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

Who Is the Company Behind Screendragon?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Screendragon?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Screendragon?

What Are G2 Users Discussing About Screendragon?

Avaza

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

Average Rating: 4.5/5.0

Total Reviews: 374

How Do G2 Users Rate Avaza?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.9/10 (Category avg: 7.9/10)
  • Workflow: 8.7/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 8.8/10 (Category avg: 10/10)

Who Is the Company Behind Avaza?

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

Who Uses This Product?

  • Who Uses This: Owner, Project Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 75% Small, 22% Medium

What Do G2 Reviewers Say About Avaza?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Avaza?

What Are G2 Users Discussing About Avaza?

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: 8.8/10)
  • Portfolio Performance: 7.7/10 (Category avg: 7.9/10)
  • Workflow: 8.8/10 (Category avg: 8.4/10)
  • 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
  • Twitter: @HSODynamicsAX
    260 Twitter followers
  • 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?

Allfred

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

Average Rating: 4.7/5.0

Total Reviews: 52

How Do G2 Users Rate Allfred?

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

Who Is the Company Behind Allfred?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Allfred?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Allfred?

WorkflowMAX

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

Average Rating: 4.1/5.0

Total Reviews: 63

How Do G2 Users Rate WorkflowMAX?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind WorkflowMAX?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About WorkflowMAX?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of WorkflowMAX?

What Are G2 Users Discussing About WorkflowMAX?

Workamajig

Workamajig is a purpose-built agency management software for creative agencies, advertising agencies, marketing agencies, design studios, PR firms, and in-house creative departments. Unlike general project management tools, Workamajig is built around how agencies actually work - combining project management, time tracking, resource planning, client billing and invoicing, digital proofing, financial reporting, and CRM in one integrated system. No separate accounting software. No disconnected tools. One platform from creative brief to final invoice. Agency principals, project managers, and traffic coordinators get real-time visibility into project profitability, retainer hours, staff utilization, and client budgets. Serves agencies of 10 to 500+ users.

Average Rating: 3.9/5.0

Total Reviews: 301

How Do G2 Users Rate Workamajig?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.2/10 (Category avg: 7.9/10)
  • Workflow: 8.3/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Workamajig?

  • Seller: Workamajig
  • Year Founded: 2008
  • HQ Location: Anthem, AZ
  • Twitter: @workamajig
    2,401 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    38 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Account Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 62% Small, 31% Medium

What Do G2 Reviewers Say About Workamajig?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Workamajig?

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