# Best Professional Services Automation Software - Page 3 ## How Many Professional Services Automation Software Products Does G2 Track? **Total Products under this Category:** 143 ### Category Stats (Jul 2026) - **Average Rating:** 4.3/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Workamajig (+0.31%) - Among all products in this category, Workamajig recorded the largest rating increase compared to last month _Last updated: July 31, 2026_ ## How Does G2 Rank Professional Services Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 25,700+ Authentic Reviews - 143+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Professional Services Automation Software ![G2 Grid® for Professional Services Automation Software plotting products by satisfaction and market presence](https://www.g2.com/categories/professional-services-automation/grids.png?focus%5B%5D=929&focus%5B%5D=1532&focus%5B%5D=24829&focus%5B%5D=51154&focus%5B%5D=101553&focus%5B%5D=1646&focus%5B%5D=104559&focus%5B%5D=19175) Highlighted products: Autotask, BigTime, Planhat, CMap, Syncro, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), Deltek Vantagepoint, and SAP Cloud ERP (SAP S/4HANA Cloud). Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=autotask&focus%5B%5D=bigtime&focus%5B%5D=planhat&focus%5B%5D=cmap&focus%5B%5D=syncro&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud) **Sponsored** ### 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. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=156&secure%5Bchosen_at%5D=2026-07-31T14%3A24%3A09Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=61482&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%3Fpage%3D3%26source%3Dsearch&secure%5Btoken%5D=4e0cf54124d25a599ddc9e7da805e58b74406bfb994026dd540819fbe0dfe903&secure%5Burl%5D=https%3A%2F%2Fwww.screendragon.com%2Fsolutions%2F&secure%5Burl_type%5D=paid_promos) ### [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios. **Average Rating:** 4.1/5.0 **Total Reviews:** 521 #### How Do G2 Users Rate Planview AdaptiveWork? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.3/10 (Category avg: 7.9/10) - **Workflow:** 9.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Planview AdaptiveWork? - **Seller:** [Planview](https://www.g2.com/sellers/planview) - **Company Website:** www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview 3,049 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website) 1,868 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Senior Project Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 49% Medium, 41% Large #### What Do G2 Reviewers Say About Planview AdaptiveWork? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **easy management** features of Planview AdaptiveWork, enabling seamless project tracking and customizable workflows. - Users value the **customizability** of Planview AdaptiveWork, enabling easy workflow creation and effective project tracking. - Users appreciate the **high customizability** of Planview AdaptiveWork, allowing easy creation of workflows and flexible views. - Users value the **customizability** of Planview AdaptiveWork, enabling easy setup of workflows without coding skills. - Users appreciate the **ease of use** with customizable workflows and intuitive views, enhancing their overall experience. ##### Cons - Users criticize the **access limitations** of Planview AdaptiveWork, finding many features ineffective and support insufficient. - Users find that **app functionality is lacking** , as many processes fail to work seamlessly within the tool. - Users report that **change adjustments** don’t work well initially, requiring external processes and facing inadequate support. - Users experience **inadequate tools** , as many processes need to be handled outside the system and manually entered later. - Users experience significant **manual data entry** challenges due to poor initial functionality and inadequate support. #### What Are Recent G2 Reviews of Planview AdaptiveWork? **["Centralized Project Visibility and Flexible Workflows in One Platform"](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258)** **Rating:** 4.0/5.0 stars _— Daniela T._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258) **["Centralized Project Visibility That Keeps Teams Aligned"](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288)** **Rating:** 5.0/5.0 stars _— Isis M._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288) #### What Are G2 Users Discussing About Planview AdaptiveWork? - [What are the features of project management?](https://www.g2.com/discussions/planview-adaptivework-what-are-the-features-of-project-management) - [What is clarizen used for?](https://www.g2.com/discussions/what-is-clarizen-used-for) - [What is clarizen one?](https://www.g2.com/discussions/what-is-clarizen-one) - [What is clarizen software?](https://www.g2.com/discussions/what-is-clarizen-software) - 1 comment ### [Productive](https://www.g2.com/products/productive/reviews) 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 across your entire company. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. 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. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: 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? - **Seller:** [Productive](https://www.g2.com/sellers/productive) - **Year Founded:** 2014 - **HQ Location:** Claymont, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4f532a57d2d9b93670e8ebe159b0f8cbcff9f400b83d7411ba1c84590e4e32b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproductive-io%2F&secure%5Burl_type%5D=linkedin_company_website) 161 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% 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** essential, enjoying its simplicity and effective integrations for daily tasks. - Users appreciate the **customizability** of Productive, allowing personalized setups that enhance their daily workflow and efficiency. - Users commend **team collaboration** with Productive, appreciating its seamless integration of project management and budgeting features. - Users appreciate the **intuitive and user-friendly interface** of Productive, making onboarding and daily use seamless. - Users appreciate the **responsive and personal customer support** of Productive, enhancing their overall experience with the tool. ##### Cons - Users find the **lack of integrations** frustrating, affecting workflow due to disconnected systems and limited functionalities. - Users point out the **missing features** like flexible reporting and enhanced mobile app capabilities for better functionality. - Users face **organization difficulties** in navigating reports and integrating modules, complicating their overall experience with Productive. - Users find **reporting challenging** , needing more flexibility and detailed options, especially on the mobile app. - Users find **complex usability** issues with report configuration, making it challenging for newcomers to navigate effectively. #### What Are Recent G2 Reviews of Productive? **["We have used Productive for almost 10 years. It was good when we started and keeps getting better!"](https://www.g2.com/survey_responses/productive-review-9235077)** **Rating:** 5.0/5.0 stars _— Torin S._ [Read full review](https://www.g2.com/survey_responses/productive-review-9235077) **["Intuitive Dashboards and Powerful AI Reporting That Transformed Our Workflow"](https://www.g2.com/survey_responses/productive-review-13031933)** **Rating:** 5.0/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/productive-review-13031933) #### What Are G2 Users Discussing About Productive? - [What are the benefits of productivity software?](https://www.g2.com/discussions/what-are-the-benefits-of-productivity-software) - [What are 3 examples of productivity software?](https://www.g2.com/discussions/what-are-3-examples-of-productivity-software) - [What is productivity software?](https://www.g2.com/discussions/what-is-productivity-software) - [What does productivity software include?](https://www.g2.com/discussions/what-does-productivity-software-include) ### [Accelo](https://www.g2.com/products/accelo/reviews) Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins. **Average Rating:** 4.3/5.0 **Total Reviews:** 661 #### How Do G2 Users Rate Accelo? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.1/10 (Category avg: 7.9/10) - **Workflow:** 8.6/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Accelo? - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** www.accelo.com - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo 2,980 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b77c15aa0278341164920175d99b33a5e7f6d729a1fa5ac8b0a40db4bf5dfc81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6652457%2F&secure%5Burl_type%5D=linkedin_company_website) 73 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 72% Small, 25% Medium #### What Do G2 Reviewers Say About Accelo? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments. - Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks. - Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth. - Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth. - Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead. ##### Cons - Users express frustration over **missing features** in Accelo, impacting usability and complicating task management. - Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses. - Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance. - Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options. - Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs. #### What Are Recent G2 Reviews of Accelo? **["Total control of projects and billing in an integrated and agile platform"](https://www.g2.com/survey_responses/accelo-review-12720113)** **Rating:** 4.0/5.0 stars _— Antonio H._ [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) **["Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses"](https://www.g2.com/survey_responses/accelo-review-11856029)** **Rating:** 4.5/5.0 stars _— Ifeoma E._ [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### [Naverisk](https://www.g2.com/products/naverisk/reviews) 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](https://www.g2.com/sellers/naverisk) - **Year Founded:** 2010 - **HQ Location:** Auckland CBD, Auckland - **Twitter:** @Naverisk 426 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=069eb2e873bf3e0e5b80c52fe4e56b208d0e56423490af3c6a2002e734ad7945&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1557974%2F&secure%5Burl_type%5D=linkedin_company_website) 21 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 **high reliability** , making it an invaluable tool for managing complex IT environments. - Users value the **excellent customer support** from Naverisk, appreciating their expertise and quick responsiveness for IT needs. - Users find Naverisk's **ease of use** exceptional, allowing quick onboarding and efficient management of complex environments. - Users value the **high-quality support** from Naverisk, praising its expertise and responsiveness in IT management. - Users value the **high-quality support** from Naverisk, making it a trusted partner for their IT needs. ##### Cons - Users find the **ticketing system clunky** , affecting usability and efficiency in managing their issues effectively. - Users often face **login issues** with Naverisk, needing to re-login for full feature access consistently. - Users find the **interface outdated** and believe it needs a refresh for a better user experience. - Users find the **ticketing system clunky** , which can hinder the overall experience but is still functional. - Users find the **interface outdated** and suggest it needs a refresh for a better experience. #### What Are Recent G2 Reviews of Naverisk? **["Fully Featured, Stable, and Highly Reliable"](https://www.g2.com/survey_responses/naverisk-review-12003113)** **Rating:** 5.0/5.0 stars _— Shannon H._ [Read full review](https://www.g2.com/survey_responses/naverisk-review-12003113) **["Perfect Pricing and Local Hosting That Fits My Needs"](https://www.g2.com/survey_responses/naverisk-review-12658821)** **Rating:** 5.0/5.0 stars _— Kevin D._ [Read full review](https://www.g2.com/survey_responses/naverisk-review-12658821) #### What Are G2 Users Discussing About Naverisk? - [What is Naverisk RMM & PSA used for?](https://www.g2.com/discussions/what-is-naverisk-rmm-psa-used-for) ### [Precursive](https://www.g2.com/products/precursive/reviews) Precursive is a fast and flexible professional services automation solution to connect demand with delivery, improve execution and grow recurring revenue, that is 100% native to the Salesforce platform. Optimize sales, resourcing, delivery execution, customer collaboration and revenue management. Trusted by the worlds's best services teams such as Relias, Degreed, DealerTrack (COX Automotive), PagerDuty, Dutchie, Torrent Consulting. HOW WE HELP SALES - SERVICES HANDOVERS Create smooth transitions between sales, services and customer success by automating project creation from opportunities in Salesforce with the relevant staffing requirements and project plans ready to go! CUSTOMER ONBOARDING & IMPLEMENTATION Precursive combines award-winning customer onboarding & project management functionality with the leading capacity planning & resource management tool. AGILE RESOURCE MANAGEMENT Agile resourcing tool with capacity planning, utilization monitoring & simple scheduling. Easy-to-use planner so when projects shift, you can react. Gantt view & skill seeker so the right person & knowledge is found. HIGH-VELOCITY SERVICES DELIVERY Improve time-to-value with smooth services delivery. Close a new customer, launch them quickly and seamlessly transition to services delivery with project templates, Kanban boards, task allocation and easy-to-use time tracking. PROJECT ACCOUNTING Track project performance: see budgets, costings, profit & margin in clear dashboards. Forecast and recognise services revenues across all people & projects. Get rollups of all your key KPIs including billings, margins and revenues. TIMESHEET, EXPENSES & BILLING Pre-populate timesheets for billable & non-billable time + expenses. Accurate time tracking & billing reduces revenue leakage. Improve cashflow with on-time accurate invoicing. Workforce management incl. staff profiles. REPORTING & DASHBOARDS Make better decisions about your team, projects and customers across professional services. Get real-time information on capacity, demand, margins, project health, services revenues, and utilization. CUSTOMER SUCCESS Examples of how we have helped our customers include: Dealertrack | Automotive Software + $1M cost saving with increased visibility into resource management and finances. + 1.5 hours per week saved by 7 senior VPs Relias | Healthcare E-learning Software + $500k in cost savings without staff reductions and accelerated speed-to-revenue. + 34% increase on margin now easily tracked on a PS dashboard P3 Adaptive | Consultancy + 30 hours saved monthly - Streamlined systems now allow time spent on other tasks + 100% better forecasting - Financial forecasting has now doubled to 2 months **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](https://www.g2.com/sellers/precursive) - **Year Founded:** 2011 - **HQ Location:** London - **Twitter:** @precursive 2,598 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec4a8816b249c95d9331fa5afac6e859f9a8ca50a22d54dbefb06f2402b052c8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1703411%2F&secure%5Burl_type%5D=linkedin_company_website) 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 praise the **exceptional customer support** of Precursive, appreciating their responsiveness and commitment to success. - Users highlight the **ease of use** of Precursive, making task management intuitive and boosting efficiency for teams. - Users appreciate the **ease of project management** with Precursive, benefiting from intuitive tools and exceptional support. - Users value the **user-friendly interface** of Precursive, enhancing efficiency and making project management intuitive. - Users find Precursive to be **intuitive** , enhancing efficiency with seamless integration and a familiar Salesforce interface. ##### Cons - Users express concerns about **access limitations** , finding the mobile experience and sharing options less intuitive than desired. - Users express frustration with **limited reporting capabilities** , hindering the ability to analyze data across multiple objects efficiently. - Users experience **restrictive reporting capabilities** in Precursive, leading to inefficiencies and complexities in data management. - Users note **limitations in reporting and permissions** that can hinder efficiency and require unnecessary navigation. - Users find the **app functionality lacking** , citing excessive clicks and a limited mobile experience as major drawbacks. #### What Are Recent G2 Reviews of Precursive? **["feature rich software, with excellent support"](https://www.g2.com/survey_responses/precursive-review-11537250)** **Rating:** 4.5/5.0 stars _— luke s._ [Read full review](https://www.g2.com/survey_responses/precursive-review-11537250) **["Quality product, expert guidance"](https://www.g2.com/survey_responses/precursive-review-11754590)** **Rating:** 5.0/5.0 stars _— Ryan F._ [Read full review](https://www.g2.com/survey_responses/precursive-review-11754590) #### What Are G2 Users Discussing About Precursive? - [What is Precursive used for?](https://www.g2.com/discussions/what-is-precursive-used-for) ### [HaloPSA](https://www.g2.com/products/halopsa/reviews) 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:** 44 #### How Do G2 Users Rate HaloPSA? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.8/10 (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 HaloPSA? - **Seller:** [Halo Service Solutions](https://www.g2.com/sellers/halo-service-solutions) - **Year Founded:** 1994 - **HQ Location:** Stowmarket, England - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d87348f63fe6a103b77d75b3a24e600ce1d8345b771b5db9fd6add5d120e6cd4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2083634%2F&secure%5Burl_type%5D=linkedin_company_website) 294 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 91% Small, 9% 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 intuitive** , significantly enhancing their daily workflow efficiency. - Users praise the **exceptional customer support** of HaloPSA, enhancing user experience and system efficiency. - Users love the **easy integrations** of HaloPSA, enabling smooth connectivity with various systems and automation capabilities. - Users value the **flexibility** of HaloPSA, which adapts to evolving needs and specific customer use-cases. - Users appreciate the **organization** provided by HaloPSA, which streamlines ticket tracking and daily task management. ##### Cons - Users struggle with the **steep learning curve** of HaloPSA due to unclear documentation and potential feature conflicts. - Users report **billing issues** with HaloPSA, noting limitations in the invoicing and recurring billing systems. - Users find the **complex usability** of HaloPSA challenging due to insufficient documentation and reliance on trial and error. - Users find the **difficult setup** of HaloPSA challenging, wishing for a more straightforward implementation process. - Users find HaloPSA's **billing and invoicing systems lacking** , as recurring billing features do not fully meet their needs. #### What Are Recent G2 Reviews of HaloPSA? **["Automation and Integration at Its Best"](https://www.g2.com/survey_responses/halopsa-review-12797548)** **Rating:** 5.0/5.0 stars _— Randal W._ [Read full review](https://www.g2.com/survey_responses/halopsa-review-12797548) **["Modern, Highly Customisable PSA with Strong Integrations"](https://www.g2.com/survey_responses/halopsa-review-13128209)** **Rating:** 5.0/5.0 stars _— Simon C._ [Read full review](https://www.g2.com/survey_responses/halopsa-review-13128209) #### What Are G2 Users Discussing About HaloPSA? - [What is HaloPSA used for?](https://www.g2.com/discussions/what-is-halopsa-used-for) ### [Screendragon](https://www.g2.com/products/screendragon/reviews) 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](https://www.g2.com/sellers/screendragon) - **Company Website:** www.screendragon.com - **Year Founded:** 2001 - **HQ Location:** London, England - **Twitter:** @screendragon 4,101 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=18676ee70b877deb7e57ded46c163851feeaffa06d6769ae859ecb94135196c2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2018080%2F&secure%5Burl_type%5D=linkedin_company_website) 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 rave about the **excellent customer support** from Screendragon, highlighting their responsiveness and eagerness to assist. - Users appreciate the **efficient team collaboration** in Screendragon, which enhances their project management and workflow processes. - Users find **Screendragon easy to use** , with intuitive features that streamline project management and enhance collaboration. - Users value the **flexibility** of Screendragon, easily adapting it for projects of all sizes and unique workflows. - Users commend the **quick response** of Screendragon's team, consistently supporting urgent needs and process solutions. ##### Cons - Users find **platform limitations** in Screendragon that can create challenges for larger organizational needs and usability. - Users find the **complexity of the admin console** challenging, impacting the overall user-friendliness of Screendragon. - Users find the **complexity of the admin console** challenging, impacting their overall experience with Screendragon. - Users find the **confusion in creating reports** frustrating, wishing for a more user-friendly experience with Screendragon. - Users find the **inadequate reporting** in Screendragon challenging, desiring more user-friendly options for report creation. #### What Are Recent G2 Reviews of Screendragon? **["Intuitive and Streamlined Project Management with Exceptional Support"](https://www.g2.com/survey_responses/screendragon-review-12436350)** **Rating:** 5.0/5.0 stars _— Chelsea L._ [Read full review](https://www.g2.com/survey_responses/screendragon-review-12436350) **["Screendragon is a great resource & project mgmt tool with a strong team standing behind the product"](https://www.g2.com/survey_responses/screendragon-review-11383581)** **Rating:** 4.5/5.0 stars _— Sheung L._ [Read full review](https://www.g2.com/survey_responses/screendragon-review-11383581) #### What Are G2 Users Discussing About Screendragon? - [What is your experience with Screendragon for managing creative projects, and how does it compare to other tools?](https://www.g2.com/discussions/what-is-your-experience-with-screendragon-for-managing-creative-projects-and-how-does-it-compare-to-other-tools) - [What is Screendragon used for?](https://www.g2.com/discussions/what-is-screendragon-used-for) ### [Bonsai](https://www.g2.com/products/bonsai/reviews) 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)](https://www.g2.com/sellers/bonsai-yc-w16) - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @bonsaiinc 3,038 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b38d0f7036e5aae4771034a2d2363bbf2078d06e3ca9949e803bb4db2e05cfc2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6591614%2F&secure%5Burl_type%5D=linkedin_company_website) 41 employees on LinkedIn® #### 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 love the **ease of use** of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place. - Users value the **all-in-one invoicing management** of Bonsai, streamlining proposals, payments, and business operations efficiently. - Users appreciate the **all-in-one invoice management** of Bonsai, simplifying proposals, payments, and overall business processes. - Users value the **time-saving features** of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place. - Users value the **time tracking** feature of Bonsai, enhancing project management and streamlining their business operations. ##### Cons - Users note the **missing features** , such as contact export options and a mobile app, affecting overall satisfaction. - Users find Bonsai **expensive compared to alternatives** , often paying for features they don't use and lacking customization options. - Users face **integration issues** with Bonsai, particularly affecting scheduling and timezone management for global teams. - Users find **limited customization** in Bonsai's packages, making it challenging to tailor the service to specific needs. - Users find Bonsai's **limited features** restrictive, often missing vital tools while paying for unnecessary options. #### What Are Recent G2 Reviews of Bonsai? **["Great Accounts/CRM/collab solution for micro and small businesses"](https://www.g2.com/survey_responses/bonsai-review-9713271)** **Rating:** 5.0/5.0 stars _— Anita Q._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271) **["A love hate relationship I love to hate"](https://www.g2.com/survey_responses/bonsai-review-10245202)** **Rating:** 5.0/5.0 stars _— Braden E._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202) #### What Are G2 Users Discussing About Bonsai? - [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers) - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments ### [aec360](https://www.g2.com/products/aec360/reviews) 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](https://www.g2.com/sellers/hso) - **Year Founded:** 1987 - **HQ Location:** Veenendaal, Netherlands - **Twitter:** @HSODynamicsAX 260 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e0c6d424ed7993d7b8d1e8b56845b508078232bbb95cf695cec9a2c35e017c7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhso&secure%5Burl_type%5D=linkedin_company_website) 2,967 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 44% Medium, 36% Small #### What Are Recent G2 Reviews of aec360? **["A Top Choice for AEC Project Management and Collaboration."](https://www.g2.com/survey_responses/aec360-review-9929546)** **Rating:** 5.0/5.0 stars _— Snehal C._ [Read full review](https://www.g2.com/survey_responses/aec360-review-9929546) **["One of the best ERP solutions"](https://www.g2.com/survey_responses/aec360-review-9945805)** **Rating:** 4.5/5.0 stars _— Soubitya S._ [Read full review](https://www.g2.com/survey_responses/aec360-review-9945805) #### What Are G2 Users Discussing About aec360? - [What is aec360 used for?](https://www.g2.com/discussions/aec360-what-is-aec360-used-for) - [What is aec360 used for?](https://www.g2.com/discussions/what-is-aec360-used-for) ### [Avaza](https://www.g2.com/products/avaza/reviews) Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device. **Average Rating:** 4.5/5.0 **Total Reviews:** 372 #### How Do G2 Users Rate Avaza? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.9/10 (Category avg: 7.9/10) - **Workflow:** 8.7/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 8.8/10 (Category avg: 10/10) #### Who Is the Company Behind Avaza? - **Seller:** [Avaza Software](https://www.g2.com/sellers/avaza-software) - **Company Website:** www.avaza.com - **Year Founded:** 2014 - **HQ Location:** Neutral Bay - **Twitter:** @AvazaHQ 1,038 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d9b76644acf957e0334e0890b47e525663051f1f566b9dde73de70ecb8aa761d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3778536%2F&secure%5Burl_type%5D=linkedin_company_website) 20 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, Project Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 75% Small, 22% Medium #### What Do G2 Reviewers Say About Avaza? _AI-generated summary from verified user reviews_ ##### Pros - Users find Avaza **easy to use** , enabling smooth collaboration and effective project management insights for their teams. - Users enjoy the **effective time tracking** in Avaza, facilitating easy insight into team utilization and budget management. - Users commend the **world-class customer support** of Avaza, appreciating quick and effective resolutions from real humans. - Users find that Avaza's **time-saving features** streamline project management, enhancing team collaboration and reporting efficiency. - Users appreciate Avaza's **simple and intuitive interface** , facilitating ease of use and powerful functionality for productivity. ##### Cons - Users express concern over **limited features** in Avaza, especially regarding invoice customization and task management. - Users find the **limited features for grouping timesheet entries and sub-tasks** hinder effective time management in Avaza. - Users find **limited customization** frustrating, especially with invoice templates and task management features in Avaza. - Users find **reporting challenging** in Avaza due to complex data pulling and overwhelming project setups. - Users report **reporting issues** due to complexity and limited customization, making data retrieval frustrating. #### What Are Recent G2 Reviews of Avaza? **["Less time reconstructing hours and costs between .NET delivery and invoicing"](https://www.g2.com/survey_responses/avaza-review-13133826)** **Rating:** 4.5/5.0 stars _— Yurii L._ [Read full review](https://www.g2.com/survey_responses/avaza-review-13133826) **["Avaza has help my team stay organized"](https://www.g2.com/survey_responses/avaza-review-9237212)** **Rating:** 4.0/5.0 stars _— Craig S._ [Read full review](https://www.g2.com/survey_responses/avaza-review-9237212) #### What Are G2 Users Discussing About Avaza? - [What is Avaza used for?](https://www.g2.com/discussions/what-is-avaza-used-for) ### [Allfred](https://www.g2.com/products/allfred/reviews) Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process and minimizing mistakes. Allfred was designed with "creatives in mind" to shift agencies' focus to do more creative work and less on paperwork and numerous Spreadsheets. We understand that for CFOs and managing directors, every decision must be rooted in financial data. That's why our platform offers real-time integrated financial and project data, allowing for better business decisions and increased profitability. Starting with automated Proposals and Budgeting, through interactive Resource Planning up to integrated Project Management and one-click Time Tracking, Allfred gives agency teams the right tools to make the process simple and efficient to deliver agencies more profit. \*Time management\* To-do-list and one-click time tracking reduces friction in communication within creative departments. \*Resource planning\* Interactive resource planning with drag&drop options increases agency team capacity and helps reduce overwork. \*Project management\* Time-saving automation and process assistance reduce dull work and frequent budgeting and project management mistakes. \*Financial analysis\* The Finance dashboard provides a comprehensive overview of your financial data and KPIs in one place. It helps you understand and analyze the sources of your revenue and identify opportunities for growth and allows you to track and optimize profitability and performance. With a step-by-step approach to onboarding into agency processes, we reduce the management effort and shorten the implementation time. We believe that better work for everyone means better profit for the agency. **Average Rating:** 4.7/5.0 **Total Reviews:** 52 #### How Do G2 Users Rate Allfred? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.8/10 (Category avg: 7.9/10) - **Workflow:** 5.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 5.7/10 (Category avg: 10/10) #### Who Is the Company Behind Allfred? - **Seller:** [Allfred](https://www.g2.com/sellers/allfred) - **Year Founded:** 2020 - **HQ Location:** Bratislava, Slovakia - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efb28663f5adcf2044aff9f013e125df8c585cc5e88f5222ca43b68e9c84357a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallfred&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Manager - **Top Industries:** Marketing and Advertising - **Company Size:** 83% Small, 17% Medium #### What Do G2 Reviewers Say About Allfred? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **time-saving features** of Allfred, streamlining their workflows and enhancing overall productivity effortlessly. - Users appreciate the **ease of use** of Allfred, finding it simplifies tasks and integrates seamlessly with other tools. - Users love the **simplicity and organization** of Allfred's task management, integrating everything they need in one place. - Users value the **comprehensive project management capabilities** of Allfred, enhancing team coordination and task transparency effectively. - Users appreciate the **robust features** of Allfred, enhancing efficiency in budgeting, tracking, and project management. ##### Cons - Users find that occasionally **loading times can be slow** , especially with large data sheets affecting the experience. - Users notice occasional **slow performance** , especially with large data sheets, but it's improving in newer versions. - Users experience **slow update issues** with Allfred, causing frustration when tasks remain marked as ongoing for too long. - Users report occasional **bug issues** that can disrupt workflow, though they are generally considered minor inconveniences. - Users encounter occasional **glitches** with Allfred, which can disrupt workflow but are generally minor. #### What Are Recent G2 Reviews of Allfred? **["Efficient and Intuitive, But Room for Improvement"](https://www.g2.com/survey_responses/allfred-review-10617922)** **Rating:** 4.5/5.0 stars _— Vladyslav M._ [Read full review](https://www.g2.com/survey_responses/allfred-review-10617922) **["One-Stop Tool for Managing Sales, Production, and Team Capacity"](https://www.g2.com/survey_responses/allfred-review-12279476)** **Rating:** 4.0/5.0 stars _— Adriano V._ [Read full review](https://www.g2.com/survey_responses/allfred-review-12279476) ### [Workamajig](https://www.g2.com/products/workamajig-workamajig/reviews) 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:** 298 #### 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](https://www.g2.com/sellers/workamajig) - **Year Founded:** 2008 - **HQ Location:** Anthem, AZ - **Twitter:** @workamajig 2,401 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=239edf04d64d51d9623ac72216050866e482e33b830f96b3f1f32c47e7f465e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2768397%2F&secure%5Burl_type%5D=linkedin_company_website) 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 appreciate the **ease of use** of Workamajig, finding it user-friendly for tracking and managing projects. - Users value the **extensive customization options** in Workamajig, tailoring it to suit various departmental needs. - Users value the **customizability** of Workamajig, tailoring the platform to fit diverse needs across departments. - Users value the **comprehensive features** of Workamajig, enabling complete customization and functionality for creative agencies. - Users value the **easy tracking** of projects, benefiting from centralized communications and customizable portal features. ##### Cons - Users find the **complex usability** of Workamajig challenging, leading to low adoption and frustration in navigation. - Users note a **steep learning curve** that can be overwhelming, despite effective training and support from account managers. - Users criticize the **poor design** of Workamajig, noting its minimal interface and confusing navigation. - Users express frustration over the **user experience** , citing complex navigation and lack of intuitive features in Workamajig. - The **steep learning curve** of Workamajig makes adoption challenging for users without proper training and guidance. #### What Are Recent G2 Reviews of Workamajig? **["One-Stop Shop for Agency Success"](https://www.g2.com/survey_responses/workamajig-review-13072598)** **Rating:** 5.0/5.0 stars _— Cindy V._ [Read full review](https://www.g2.com/survey_responses/workamajig-review-13072598) **["All-in-One Project Tracking That Keeps Me Organized"](https://www.g2.com/survey_responses/workamajig-review-13112458)** **Rating:** 4.0/5.0 stars _— Stacey W._ [Read full review](https://www.g2.com/survey_responses/workamajig-review-13112458) ### [WorkflowMAX](https://www.g2.com/products/workflowmax/reviews) WorkflowMAX is a job and profitability management software solution specifically designed to assist service firms in optimizing their operations. This platform provides users with comprehensive control over essential aspects such as time management, team collaboration, and profit tracking, all consolidated into a single interface. By streamlining processes like project management, timesheet tracking, invoicing, and purchase order issuance, WorkflowMAX enhances clarity at every stage of a firm's workflow. Targeted primarily at growing service-oriented businesses, WorkflowMAX empowers users to scale their operations effectively. With the ability to monitor where time is allocated and profits are generated, firms can make informed decisions, delegate tasks with accuracy, and expand their services without uncertainty. This adaptability ensures that the software aligns with the unique workflows of each firm, rather than imposing a rigid structure that may not fit their needs. Key features of WorkflowMAX include its robust project management tools, which allow users to create, assign, and track projects in real time. The timesheet functionality simplifies the process of logging hours worked, ensuring that all team members can accurately report their time. Additionally, the invoicing and purchase order capabilities facilitate seamless financial transactions, making it easier for firms to manage their cash flow. The software also integrates deeply with popular accounting platforms like Xero and QuickBooks, enabling users to synchronize financial data effortlessly. The benefits of using WorkflowMAX extend beyond its core functionalities. The software is designed to provide users with insights into their operations, helping them identify areas for improvement and opportunities for growth. The dedicated support team is another significant advantage, as they are genuinely invested in the success of their clients, offering assistance and guidance as needed. This commitment to customer support, combined with the software's comprehensive features, positions WorkflowMAX as a valuable asset for service firms looking to enhance their operational efficiency and profitability. **Average Rating:** 4.1/5.0 **Total Reviews:** 63 #### How Do G2 Users Rate WorkflowMAX? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind WorkflowMAX? - **Seller:** [WorkflowMAX](https://www.g2.com/sellers/workflowmax) - **Company Website:** workflowmax.com - **Year Founded:** 2023 - **HQ Location:** Melbourne - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b92c8824d360191ba8fe42106ab96adc063c6cdb9204f971bde55c07ae28b47&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fworkflowmax-by-bluerock%2F&secure%5Burl_type%5D=linkedin_company_website) 26 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 76% Small, 14% Medium #### What Do G2 Reviewers Say About WorkflowMAX? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of WorkflowMax, finding it intuitive and customizable for seamless integration. - Users appreciate the **central time tracking functionality** of WorkflowMax, enabling effective project management and accountability. - Users appreciate the **easy integration** with Xero, streamlining workflows and enhancing project cost management. - Users value the **seamless integration with Xero** , simplifying invoicing and enhancing workflow efficiency in WorkflowMax. - Users appreciate the **seamless integration and comprehensive features** of WorkflowMax for effective project management and cost tracking. ##### Cons - Users find missing features like **Dext integration and multi-currency billing** hinder WorkflowMAX's effectiveness and usability. - Users find WorkflowMAX has **limited functionality** , with slow processes and many bugs hindering their experience. - Users express frustration over **billing issues** , including inconsistencies in quotes and complexities in invoicing ongoing jobs. - Users find the **time consumption** tedious, struggling with excessive clicks and slow page refreshes while logging entries. - Users face **invoicing problems** such as discrepancies and lack of options for multi-currency billing and tax deductions. #### What Are Recent G2 Reviews of WorkflowMAX? **["Perfect for Creative Studios: Easy Reporting and Seamless Xero Integration"](https://www.g2.com/survey_responses/workflowmax-review-12021501)** **Rating:** 5.0/5.0 stars _— Verified User in Graphic Design_ [Read full review](https://www.g2.com/survey_responses/workflowmax-review-12021501) **["Outstanding Experience with No Drawbacks"](https://www.g2.com/survey_responses/workflowmax-review-12203791)** **Rating:** 5.0/5.0 stars _— nam.bui@nzier.org.nz B._ [Read full review](https://www.g2.com/survey_responses/workflowmax-review-12203791) #### What Are G2 Users Discussing About WorkflowMAX? - [What is WorkflowMax used for?](https://www.g2.com/discussions/what-is-workflowmax-used-for) ### [Upland PSA](https://www.g2.com/products/upland-psa/reviews) Upland PSA (formerly Tenrox) helps professional services teams take their business to new heights. Customers around the world use PSA to streamline business operations for time tracking, resource management, project planning, and project financial management. The solution enables professional services teams deliver projects with certainty, assign resources based on skills, cost, and availability, and exceed client expectations every time. Customers love Upland PSA for its complete system configuration, quick start with the essentials, and the expertise that's readily available to them. Learn more at www.uplandsoftware.com/psa/ **Average Rating:** 4.0/5.0 **Total Reviews:** 109 #### How Do G2 Users Rate Upland PSA? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.6/10 (Category avg: 7.9/10) - **Workflow:** 7.8/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Upland PSA? - **Seller:** [Upland Software](https://www.g2.com/sellers/upland-software) - **Year Founded:** 2010 - **HQ Location:** Austin, TX - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b94d4c3fe97f291d7633eae74199ffdaee6414c14803e9bd9c614b6d6852394&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3139095%2F&secure%5Burl_type%5D=linkedin_company_website) 815 employees on LinkedIn® - **Ownership:** NASDAQ:UPLD - **Total Revenue (USD mm):** $291 #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 69% Medium, 16% Large #### What Are Recent G2 Reviews of Upland PSA? **["Feature rich project & resource management tool"](https://www.g2.com/survey_responses/upland-psa-review-9385094)** **Rating:** 4.5/5.0 stars _— Verified User in Computer & Network Security_ [Read full review](https://www.g2.com/survey_responses/upland-psa-review-9385094) **["Upland PSA Review"](https://www.g2.com/survey_responses/upland-psa-review-4136259)** **Rating:** 4.5/5.0 stars _— Madonna C._ [Read full review](https://www.g2.com/survey_responses/upland-psa-review-4136259) #### What Are G2 Users Discussing About Upland PSA? - [What advice do you have for others considering Upland PSA for professional services automation?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-upland-psa-for-professional-services-automation) - [What is Upland PSA used for?](https://www.g2.com/discussions/what-is-upland-psa-used-for) - 1 upvote ### [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews) From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform. **Average Rating:** 4.5/5.0 **Total Reviews:** 172 #### How Do G2 Users Rate Cloud Coach? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.8/10 (Category avg: 7.9/10) - **Workflow:** 8.2/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Cloud Coach? - **Seller:** [Cloud Coach](https://www.g2.com/sellers/cloud-coach-43497685-2c64-4700-a4ec-dacdf7bf3c94) - **Company Website:** www.cloudcoach.com - **Year Founded:** 2005 - **HQ Location:** Fort Collins, Colorado - **Twitter:** @cloudcoach 116 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ebab66de9f316860a0ee5073d272586a88200488ebf6e75263731b99bea0d9a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2739348%2F&secure%5Burl_type%5D=linkedin_company_website) 46 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 54% Medium, 31% Small #### What Do G2 Reviewers Say About Cloud Coach? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of Cloud Coach, appreciating its intuitive interface and quick setup process. - Users value the **seamless integration with Salesforce** in Cloud Coach, enhancing project management efficiency and visibility. - Users value the **seamless integrations** with Salesforce, enhancing project management and data visibility across the organization. - Users value the **easy integration** of Cloud Coach with Salesforce, enhancing customization and functionality for company-specific needs. - Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency. ##### Cons - Users find the **learning curve steep** , which can be intimidating for newcomers to Cloud Coach. - Users find Cloud Coach to have **cumbersome complexity** that hinders usability and requires extensive customization efforts. - Users note **missing features** in Cloud Coach, highlighting the need for more comprehensive functionalities and improvements. - Users find **limited customization** options in Cloud Coach compared to other project management tools, leading to frustration. - Users find Cloud Coach's interface **cumbersome and overly complex** , especially when managing dependencies in projects. #### What Are Recent G2 Reviews of Cloud Coach? **["Seamless Salesforce Integration and Powerful Project Management"](https://www.g2.com/survey_responses/cloud-coach-review-12110564)** **Rating:** 4.5/5.0 stars _— Msalazar L._ [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564) **["Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking"](https://www.g2.com/survey_responses/cloud-coach-review-12276021)** **Rating:** 5.0/5.0 stars _— Beatrice R._ [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021) #### What Are G2 Users Discussing About Cloud Coach? - [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach) - [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool) - [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program) - [What does Cloud Coach do?](https://www.g2.com/discussions/what-does-cloud-coach-do) - 1 comment - [‹ Prev‹ Prev](/categories/professional-services-automation?order=g2_score&page=2&source=search#product-list) - [1](/categories/professional-services-automation?order=g2_score&source=search#product-list) - [2](/categories/professional-services-automation?order=g2_score&page=2&source=search#product-list) - 3 - [4](/categories/professional-services-automation?order=g2_score&page=4&source=search#product-list) - [5](/categories/professional-services-automation?order=g2_score&page=5&source=search#product-list) - [6](/categories/professional-services-automation?order=g2_score&page=6&source=search#product-list) - [7](/categories/professional-services-automation?order=g2_score&page=7&source=search#product-list) - … - [9](/categories/professional-services-automation?order=g2_score&page=9&source=search#product-list) - [10](/categories/professional-services-automation?order=g2_score&page=10&source=search#product-list) - [Next ›Next ›](/categories/professional-services-automation?order=g2_score&page=4&source=search#product-list) Spotlight Categories [Job Search Sites](https://www.g2.com/categories/job-search-sites) [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) [Managed File Transfer (MFT) Software](https://www.g2.com/categories/managed-file-transfer-mft) [Compensation Management Software](https://www.g2.com/categories/compensation-management) [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) Similar Categories - [Procurement](/categories/procurement) - [Accounting & Finance](/categories/accounting-finance) - [Asset Management](/categories/asset-management) - [Business Activity Monitoring](/categories/business-activity-monitoring) - [Dealer Management Systems](/categories/dealer-management-systems) - [Discrete ERP](/categories/discrete-erp) - [Distribution ERP](/categories/distribution-erp) - [Environmental, Quality and Safety Management](/categories/environmental-quality-and-safety-management) - [ERP Systems](/categories/erp-systems) - [ETO ERP](/categories/eto-erp) - [Government ERP](/categories/government-erp) - [Manufacturing](/categories/manufacturing) - [Mixed Mode ERP](/categories/mixed-mode-erp) - [Other ERP](/categories/other-erp) - [Process ERP](/categories/process-erp) [Browse Professional Services Automation Themes](/categories/professional-services-automation/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated October 3, 2024 Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. PSA systems track operations, related costs, and the revenues they generate. These products are used by consultants, lawyers, marketing account managers, and other professional services industry roles that conduct business on a client-project level. PSA software delivers insight into the business processes of project and portfolio management to improve the efficiency, productivity, and profitability of the project operations in place. This type of software can be used by all departments of a professional services company, from sales and marketing to accounting, as well as by project managers. There are two major types of PSA software—best of breed (which focuses exclusively on professional services) and ERP systems that provide features for PSA combined with functionality for manufacturing or distribution. PSA systems can be integrated with [accounting software](https://www.g2.com/categories/accounting), [CRM software](https://www.g2.com/categories/crm), and [payroll software](https://www.g2.com/categories/payroll) to make a more end-to-end solution. To qualify for inclusion in the Professional Services Automation category, a product must: - Manage customer profiles, sales opportunities, and communications - Include features for contract management and service level agreements (SLA) - Provide project and portfolio management for professional services - Deliver accounting functionality or integrate with accounting software - Track project and portfolio costs such as time and expenses - Record and allocate resources based on necessity and availability - Recognize revenue by project, portfolio, or business unit - Monitor project and portfolio performance, risk, and profitability Show More * * * ## How Do You Choose the Right Professional Services Automation Software? ### What You Should Know About Professional Services Automation Software ### Professional Services Automation software buying insights at a glance [Professional Services Automation (PSA) software](https://www.g2.com/categories/professional-services-automation) helps services organizations manage how work is delivered, staffed, and billed across projects and clients. As service models grow more complex, spanning multi-project portfolios, mixed billing structures, and tighter margin pressure, manual coordination across disconnected tools often leads to inefficiency and revenue leakage. A dedicated PSA platform centralizes delivery workflows, enforces consistency, and enables service execution at scale. Based on G2 reviews, PSA tools are most commonly adopted to reduce operational fragmentation, improve utilization visibility, and strengthen the link between delivery execution and financial outcomes. The category averages a 4.51/5 rating, with 91% of reviewers giving 4+ stars, reflecting strong buyer confidence as teams move beyond spreadsheets and point solutions. Core use cases include project and portfolio management, time and expense tracking, resource capacity planning, billing, and margin reporting. Reviewers consistently emphasize the need to strike a balance between flexibility and governance. High-performing teams value configurable project and resourcing models, alongside guardrails for time entry, billing rules, and approvals to protect margins. As a result, professional services automation software is increasingly treated not as a back-office admin tool, but as a system of record for forecasting, utilization planning, and executive reporting. Companies evaluating the leading professional services automation solutions typically prioritize the balance between configurability and out-of-the-box workflows, especially for IT consulting firms managing client delivery across multiple engagements. Based on G2 reviews, services delivery leaders evaluate PSA tools by comparing resource utilization tracking, billing complexity coverage, and integrations with their existing ERP and CRM systems. ### Top 5 FAQs from software buyers: - What features should I look for in the best professional services automation software? - How does PSA software integrate with [ERP](https://www.g2.com/categories/erp-systems), [CRM](https://www.g2.com/categories/crm), and [accounting](https://www.g2.com/categories/accounting) systems? - What’s the typical ROI from implementing professional services automation tools? - What are the key differences between leading PSA platforms and ERP-based services modules? - How long does it typically take to implement a professional services automation system? G2’s top-rated Professional Services Automation software includes [Autotask](https://www.g2.com/products/autotask/reviews), [Syncro](https://www.g2.com/products/syncro/reviews), [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews), and [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews). ([Source 2](https://www.g2.com/reports)) ### What are the top-reviewed Professional Services Automation on G2? [Autotask](https://www.g2.com/products/autotask/reviews) - Number of Reviews: 360 - Satisfaction: 97 - Market Score: 97 - G2 score: 97 [Syncro](https://www.g2.com/products/syncro/reviews) - Number of Reviews: 195 - Satisfaction: 98 - Market Score: 72 - G2 score: 85 [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews) - Number of Reviews: 136 - Satisfaction: 67 - Market Score: 93 - G2 score: 80 [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - Number of Reviews: 199 - Satisfaction: 90 - Market Score: 66 - G2 score: 78 [Keka](https://www.g2.com/products/keka/reviews) - Number of Reviews: 194 - Satisfaction: 81 - Market Score: 72 - G2 score: 77 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Professional Services Automation Based on G2 reviews, buyers evaluating the leading professional services automation solutions weigh configurability, implementation effort, and how cleanly the platform absorbs the time-tracking, billing, and reporting workflows their teams already run. For consultants and agencies, reviewers consistently call out clean timesheet UX and accurate client invoicing as the workflow features that drive daily adoption across project-based service work. IT consulting firms and MSPs gravitate toward PSA apps that unify ticketing, RMM integration, and contract billing in a single operational hub for managed services delivery. Small IT consulting teams specifically prioritize implementation speed, predictable pricing, and out-of-the-box configurations over deep customization, since most cannot dedicate a full admin to ongoing platform tuning. The reviewer feedback below captures both sides of this tradeoff: what users consistently appreciate, and where leading platforms still fall short. #### Feedback Pros: What Users Consistently Appreciate - **Flexible, flat-fee IT management with easy scripting and broad integrations** - _“Scripting things like new computer setups and installing third party software is very easy. As a one man shop with a break-fix/MSP hybrid model I also appreciate one flat fee, and not having to pay per seat. This makes it easy to throw a Syncro agent on all of my non-managed clients for basic monitoring and alerting, as well as ease of remote support in the future. The number of integrations with commonly used tech products is also helpful.”_ _-_ [_Thomas K._](https://www.g2.com/products/syncro/reviews/syncro-review-12114039)_, Syncro Review_ - **Transformative, AI-powered operations with exceptional support** - _“__Rocketlane has revolutionised out operations and reporting and we use it on a daily basis. It's user-friendly, it allows my Team to do things we've never been able to do before. The AI chat bot is one of the best I've seen and the Support Team who's ready to jump in if AI can't help is outstanding. They're very quick to respond. Our relationship with our CSM and TAM is great too - overall, it's a pleasure to work with Rocketlane!”_ _-_ [_Maja B._](https://www.g2.com/products/rocketlane-corp/reviews/rocketlane-review-11697451)_, Rocketlane Review_ - **Centralized ticketing, projects, and billing with strong RMM integration** - _“__Autotask has become an essential part of our daily operations. By keeping all our tickets, projects, and billing centralized, it makes it much easier for our team to stay organized. The integration with Datto RMM functions smoothly, allowing us to connect technical work directly to the service desk. Although it takes a little time to get familiar with the layout, once you do, it proves to be a powerful system that significantly reduces administrative workload.”_ _-_ [_Phillip P._](https://www.g2.com/products/autotask/reviews/autotask-review-11859915)_, Autotask Review_ #### Cons: Where Many Platforms Fall Short - **Project and opportunity workflows feel rigid and complex to configure** - “_I find the project workflow in Autotask could use some updating to better align with our specific needs. Despite discussing this with Kaseya, it remains an area of concern. Additionally, my sales department is dissatisfied with how the opportunities feature functions, as it doesn't fully meet their needs. We are hoping for better guidance on its usage and improvements in managing and viewing opportunities across multiple resources. Moreover, the initial setup of Autotask was challenging due to its size and complexity, requiring a significant investment of time to establish a base configuration.”_ - [David D.](https://www.g2.com/products/autotask/reviews/autotask-review-11658513), Autotask Review - **Confusing permission setup and unreliable tools impact daily workflow** - _“__I find it quite challenging to configure different user permissions effectively. My boss has been trying to figure out my user account permissions for a long time, and yet I still cannot access certain aspects of the platform properly. This makes it quite annoying since some essential features remain out of reach, affecting my workflow. Furthermore, the backgrounding tools that I initially found useful have become increasingly unreliable over time. They don't consistently work, which is frustrating. Although I reached out to customer support to resolve these reliability issues, I did not have much success, which adds to the frustration.”_ _-_ [_Mahmood I._](https://www.g2.com/products/syncro/reviews/syncro-review-11778419)_, Syncro Review_ - **Powerful platform with usability, customization, and support limitations** - _“__My main dislike about SAP S/4HANA Cloud is that even though the system is powerful, the ease of use could still be improved. Some Fiori apps feel unintuitive at first and require extra training. Implementation also takes longer than expected because many processes need to fit into the standard, so customization options are limited. Customer support is helpful but sometimes slow to respond for complex issues. I use the system frequently, and while it offers a wide range of features, a few important ones still feel incomplete or require additional add-ons. Integration with other systems works well overall, but it can become complicated when dealing with non-SAP tools. So the platform is strong, but these areas still have room for improvement.”_ _-_ [_Harsh J._](https://www.g2.com/products/sap-s-4hana-cloud/reviews/sap-s-4hana-cloud-review-12011707)_,_ _SAP S/4HANA Cloud Review_ ### My Expert Takeaway on Professional Services Automation Software Across G2 reviews, professional services automation (PSA) delivers the most value when organizations treat it as an operating discipline rather than a set of loosely connected modules. High-performing teams establish clear ownership over resource planning, time capture, and billing rules early in the rollout, which reduces downstream friction and improves adoption across delivery, finance, and leadership. This pattern is reflected in the dataset, where day-to-day usability and vendor experience score strongly, while setup and administration tend to lag slightly. Teams that achieve the best outcomes with PSA strike a balance between flexibility and governance. While advanced configuration and automation are powerful, ease of use remains a key differentiator for sustained adoption. In IT services and marketing agencies in particular, successful implementations standardize core templates, projects, roles, and rate cards before expanding into custom fields and advanced workflows. When PSA is tightly integrated across delivery, resourcing, and billing, it reduces handoffs and manual rework, becoming the system of record for utilization, margin, and forecasting. For buyers evaluating the best professional services automation software, the core challenge is scaling delivery complexity without slowing teams down. The most effective PSA platforms support disciplined configuration upfront, then enable controlled expansion into deeper analytics, reporting, and integrations as organizational maturity grows. This approach improves trust in the data, minimizes administrative bottlenecks, and drives long-term adoption across services, finance, and executive stakeholders. ### Professional Services Automation Software FAQs #### What is professional services automation software? Professional services automation (PSA) software helps service organizations run their delivery end-to-end, manage projects, schedule resources, capture time/expense, bill, and report on profitability. Instead of stitching spreadsheets and point tools together, PSA centralizes delivery data, allowing teams to forecast utilization, reduce revenue leakage, and standardize client reporting. It’s most common in consultancies, agencies, and IT services firms. #### What are examples of PSA tools? Examples of PSA tools include platforms built for project delivery operations: project + portfolio management, resource capacity planning, timesheets/expenses, invoicing, and margin reporting in one system. Some are services-first suites; others extend from ERP, CRM, or project management ecosystems. In practice, “best fit” depends on whether you need deep financials, lightweight delivery tracking, or strong integrations. #### What is the best PSA software? The best PSA software depends on how your services organization operates, staffing model, billing complexity, and margin tracking needs. On G2, tools like [Kantata (formerly Mavenlink)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews), [Certinia (FinancialForce PSA)](https://www.g2.com/products/certinia-financial-management-cloud/reviews), and [BigTime](https://www.g2.com/products/bigtime/reviews) are consistently rated highly for time tracking, resource forecasting, and billing accuracy. Buyers should compare satisfaction and Market Presence on G2, then validate fit through a real-world workflow pilot. #### What is the difference between ERP and PSA? ERP is primarily a finance-and-operations backbone (general ledger, procurement, inventory, company-wide financial controls). PSA is delivery-centric: planning and tracking services work (projects, staffing, timesheets, and client billing) often feeding clean operational data into the finance system. Some ERPs include PSA modules, but many teams adopt dedicated PSA when they need stronger utilization forecasting, delivery reporting, and services-specific workflows. #### What is a professional services automation system? A professional services automation system is the operational hub that standardizes how services are planned, delivered, and billed. It typically includes project templates, role-based staffing and utilization planning, timesheets/expenses, approvals, invoicing rules, and dashboards for revenue and margin. The goal is consistent delivery governance, allowing leadership to forecast capacity and profitability while teams spend less time on administration. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on: January 9, 2026**