Best Professional Services Automation Software - Page 4

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Screendragon

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

Average Rating: 4.7/5.0

Total Reviews: 110

How Do G2 Users Rate Screendragon?

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

Who Is the Company Behind Screendragon?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Screendragon?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Screendragon?

What Are G2 Users Discussing About Screendragon?

Updated August 2026.

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 210

Category Stats (Sep 2026)

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

Last updated: September 01, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 26,300+ Authentic Reviews
  • 210+ Products
  • Unbiased Rankings

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

G2 Grid® for Professional Services Automation Software

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

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

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

Synergist

Synergist is an all-in-one agency and project management software, designed for agencies that want to improve performance and profitability. From CRM, job costing, project management, resource scheduling and capacity planning to timesheets, expenses, billing and reporting, Synergist gives you everything you need to manage your agency’s projects, people, clients, and financials. Synergist comes with hundreds of features and gives you more advanced functionality as you grow. But we get that every agency is unique, so your system setup should be too. Synergist’s flexible nature means it can be configured to work as your agency does and give you the exact data intelligence you need. https://www.synergist.co.uk/

Average Rating: 4.6/5.0

Total Reviews: 32

How Do G2 Users Rate Synergist?

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

Who Is the Company Behind Synergist?

  • Seller: Synergist
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Bollington, England, United Kingdom
  • LinkedIn® Page: www.linkedin.com
    40 employees on LinkedIn®
  • Ownership: Private

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 64% Small, 33% Medium

What Do G2 Reviewers Say About Synergist?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Synergist, enabling informed decisions through streamlined project visibility and reporting.
  • Users appreciate the end-to-end visibility provided by Synergist, enhancing project management and decision-making processes.
  • Users value the all-in-one project management solution of Synergist, appreciating its seamless functionality and excellent support.
  • Users find Synergist easy to learn due to excellent training videos and responsive support, enhancing their experience.
  • Users appreciate the end-to-end visibility that Synergist offers, enhancing project management and informed decision-making.
Cons
  • Users find the initial learning curve of Synergist steep, requiring time and training to master its features.
  • Users find Synergist's complexity challenging, particularly for those unfamiliar with its extensive features and navigation.
  • Users find the steep learning curve challenging, requiring training to navigate features effectively and gain full confidence.
  • Users find difficult navigation in Synergist challenging at first, but support is available to aid learning.
  • Users face a difficult onboarding experience with Synergist, necessitating extensive training to maximize its capabilities.

What Are Recent G2 Reviews of Synergist?

What Are G2 Users Discussing About Synergist?

Cloud Coach

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
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Fort Collins, Colorado
  • Twitter: @cloudcoach
    116 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    43 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 find Cloud Coach's user-friendly interface enhances productivity and collaboration, streamlining project management effortlessly.
  • Users value the seamless project management features of Cloud Coach that enhance organization and productivity across teams.
  • Users value the seamless integration with Salesforce, enhancing visibility and collaboration across projects and tasks.
  • Users value the seamless integration with Salesforce, enabling efficient project management without switching applications.
  • Users appreciate the seamless Salesforce integration of Cloud Coach, enhancing visibility and streamlining project management.
Cons
  • Users find the steep learning curve of Cloud Coach intimidating, making initial navigation challenging for new users.
  • Users find Cloud Coach to have high complexity, making navigation and customization challenging, especially for newcomers.
  • Users find missing features frustrating, limiting customization and setup, especially for advanced task management and tracking.
  • Users note the limited customization options in Cloud Coach can complicate workflows and affect performance negatively.
  • Users find Cloud Coach to have a complex usability that makes navigation difficult, especially for new users.

What Are Recent G2 Reviews of Cloud Coach?

What Are G2 Users Discussing About Cloud Coach?

Upland PSA

Upland PSA is a professional services automation software designed to help organizations manage and optimize their service delivery operations. The software provides capabilities for resource management, project planning, time and expense tracking, and financial management. It supports forecasting and analytics to assist in project execution and performance measurement. Upland PSA integrates with other business systems to streamline workflows and facilitate data sharing across departments. The software addresses business needs related to managing complex projects, improving resource utilization, and enhancing visibility into project status and profitability. Its functionalities are intended to support project teams in meeting delivery timelines and maintaining budgetary control.

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
  • Year Founded: 2010
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    802 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% Small

What Are Recent G2 Reviews of Upland PSA?

What Are G2 Users Discussing About Upland PSA?

Project Insight

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources.

Average Rating: 4.2/5.0

Total Reviews: 20

How Do G2 Users Rate Project Insight?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 8.3/10 (Category avg: 10/10)

Who Is the Company Behind Project Insight?

  • Seller: Project Insight
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Irvine, CA
  • Twitter: @ProjectInsight
    2,592 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 40% Medium, 30% Large

What Do G2 Reviewers Say About Project Insight?

AI-generated summary from verified user reviews

Pros
  • Users value the automation in Project Insight, allowing them to focus on work rather than manual tasks.
  • Users value the ease of use of Project Insight, enhancing productivity through automation and streamlined task management.
  • Users value the easy integration of Project Insight, allowing seamless connectivity and automation for improved productivity.
  • Users appreciate the seamless integrations in Project Insight, enhancing efficiency and streamlining project management tasks.
  • Users value the robust security features of Project Insight, ensuring automated protection for their project data.
Cons
  • Users find the learning curve steep due to the plethora of features that require significant time and patience.
  • Users find that time-consumption due to numerous features can be challenging and requires significant patience to navigate.

What Are Recent G2 Reviews of Project Insight?

What Are G2 Users Discussing About Project Insight?

Birdview

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

Average Rating: 4.2/5.0

Total Reviews: 396

How Do G2 Users Rate Birdview?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.4/10 (Category avg: 7.9/10)
  • Workflow: 9.4/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Birdview?

  • Seller: Birdview PSA
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Toronto, ON, Canada
  • Twitter: @birdviewpsa
    1,202 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

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

What Are Recent G2 Reviews of Birdview?

What Are G2 Users Discussing About Birdview?

Total Synergy

Founded in Australia in 1999, Total Synergy is an Australian-built project management platform created specifically for architecture and engineering (A&E) firms. What began as a simple idea to simplify project management for A&E firms, has grown into a globally trusted platform supporting A&E businesses across Australia, New Zealand, the UK and beyond. Total Synergy brings project delivery and business management into one connected system. Designed for the way architects and engineers actually work, our all-in-one platform includes: • Project management and job tracking • Resource planning and capacity management • Timesheets and time tracking • Stage-based and discipline-based invoicing • Budget tracking and cost management • Work in progress (WIP) visibility • Real-time reporting and dashboards • Revenue forecasting • Document management • Client and contact management (CRM) • Expense tracking • Accounting integrations (including Xero and MYOB) • Business intelligence and performance insights By connecting operational and financial data in real time, Total Synergy gives A&E leaders complete visibility across projects, people, and profitability. We help firms reduce manual processes, eliminate spreadsheets, improve cash flow, and make confident commercial decisions earlier. Trusted by hundreds of architecture and engineering practices worldwide, Total Synergy continues to evolve with one clear goal: to provide the clearest path to project profitability. Find out more: www.totalsynergy.com

Average Rating: 4.4/5.0

Total Reviews: 29

How Do G2 Users Rate Total Synergy?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 5.5/10 (Category avg: 10/10)

Who Is the Company Behind Total Synergy?

  • Seller: Total Synergy
  • Company Website:
  • Year Founded: 1999
  • HQ Location: North Sydney, Australia
  • Twitter: @totalsynergy
    468 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    64 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Civil Engineering, Architecture & Planning
  • Company Size: 77% Small, 13% Medium

What Do G2 Reviewers Say About Total Synergy?

AI-generated summary from verified user reviews

Pros
  • Users find Total Synergy's ease of use remarkable, simplifying project management and enhancing productivity effectively.
  • Users value the user-friendly interface of Total Synergy, streamlining project management and enhancing overall productivity.
  • Users love the efficient project tracking of Total Synergy, simplifying task management and improving workflow significantly.
  • Users value the time tracking functionality of Total Synergy, significantly reducing workload and streamlining project management.
  • Users find Total Synergy's time-saving features invaluable, significantly reducing their workload and streamlining project management.
Cons
  • Users express concerns about the high cost of the Enterprise version, which may impact future use of Total Synergy.
  • Users note a high cost for Total Synergy's Enterprise version, raising concerns about long-term sustainability.
  • Users find the high cost of Total Synergy concerning for long-term use, despite liking the tool overall.
  • Users note the integration issues with Total Synergy, particularly regarding communication with Xero.
  • Users note the lack of integration between Total Synergy and Xero, hindering seamless data exchange.

What Are Recent G2 Reviews of Total Synergy?

Mission Control

Mission Control is your project management command center and Professional Services Automation solution, for any business that wants to elevate its workflow, where you can navigate, plan, manage & evaluate all your projects in one place to improve business performance. Built natively on the Salesforce Platform, the vast array of features are agile and easily customized to your business and client needs. Ultimately, you will be more organized and get the best ROI on your Salesforce platform. The solution helps you manage your end-to-end project, whether that's a complex program of work or simple onboarding / process management. Mission Control provides you with all the features required to effectively and efficiently deliver your professional services projects. The key features of Mission Control include detailed project plans, including multiple resources, financial tracking of revenue and costs, timesheets and expenses, risk management, issue logs, invoice management, PMO analysis, revenue recognition, resource capacity planning, program management, requirements and user stories, Gantt Charts, Resource Schedulers, Kanban Boards.

Average Rating: 4.4/5.0

Total Reviews: 172

How Do G2 Users Rate Mission Control?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.4/10 (Category avg: 7.9/10)
  • Workflow: 8.5/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Mission Control?

  • Seller: Aprika Business Solutions
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Melbourne, Victoria, Australia
  • Twitter: @MissionCntrlPM
    7,230 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director, Salesforce Consultant
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 61% Small, 34% Medium

What Do G2 Reviewers Say About Mission Control?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Mission Control helpful for quickly tracking project statuses.
  • Users value the clear visibility of job statuses and appreciate the user-friendly interface of Mission Control.
  • Users value the clear visibility of job statuses and appreciate the user-friendly interface of Mission Control.
  • Users love the clean and user-friendly interface of Mission Control, simplifying project status visibility and management.
Cons
  • Users find the limited customization options in Mission Control frustrating and lacking flexibility for their needs.

What Are Recent G2 Reviews of Mission Control?

BQE CORE

BQE CORE is an all-in-one project management, time tracking, billing, CRM, and accounting platform for architecture and engineering firms. Most firms are stuck tracking the wrong metrics, or none at all, while the numbers that actually drive profitability stay buried in spreadsheets and disconnected systems. That gets harder to ignore once a firm has grown past a single office, brought on dedicated finance and operations staff, and started running several projects at once. CORE gives firm leaders one place to see the metrics that matter: billing multiplier, effective billing rate, utilization, and realization, in real time. The difference shows up in the numbers. In BQE's 2026 A&E Benchmarking Report, firms with the highest billing multiplier ran profit margins 7.5 points higher and grew revenue twice as fast as the rest of the industry. Thousands of A&E firms use CORE to run more efficient, more profitable practices, so their teams spend less time on manual tracking and more time on the design and engineering work they set out to do.

Average Rating: 4.3/5.0

Total Reviews: 441

How Do G2 Users Rate BQE CORE?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.8/10)
  • Portfolio Performance: 7.6/10 (Category avg: 7.9/10)
  • Workflow: 8.1/10 (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 BQE CORE?

  • Seller: BQE Software, Inc.
  • Company Website:
  • Year Founded: 1995
  • HQ Location: Torrance, CA
  • Twitter: @bqesoftware
    3,923 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    412 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Office Manager, Architect
  • Top Industries: Architecture & Planning, Civil Engineering
  • Company Size: 79% Small, 19% Medium

What Do G2 Reviewers Say About BQE CORE?

AI-generated summary from verified user reviews

Pros
  • Users value the easy time tracking feature of BQE CORE, simplifying project management and enhancing usability.
  • Users appreciate the intuitive interface of BQE CORE, which enhances project management and reporting efficiency.
  • Users value the easy invoicing and expensing process in BQE CORE, enhancing overall efficiency and client communication.
  • Users appreciate the easy invoicing process in BQE CORE, enhancing efficiency and clarity in billing clients.
  • Users appreciate the ease of time tracking in BQE CORE, enhancing project management efficiency and accuracy.
Cons
  • Users experience slow loading times with BQE CORE, impacting workflow efficiency and user satisfaction.
  • Users notice slow performance in BQE CORE, experiencing lag and delays during page loads and submission processes.
  • Users find the learning difficulty of BQE CORE frustrating due to complicated navigation and cumbersome processes.
  • Users find the complex usability of BQE CORE challenging, especially during initial navigation and training scheduling.
  • Users find the learning curve steep, making initial navigation and training a challenge for new users.

What Are Recent G2 Reviews of BQE CORE?

What Are G2 Users Discussing About BQE CORE?

Function Point

Since 1997, Function Point’s all-in-one agency management software has been helping creative agencies optimize workflow, streamline operations and get the insight needed to make better business decisions. Today, more than 500 agencies use Function Point to thrive and scale. More than just project management, Function Point’s all-in-one solution eliminates the need for multiple tools and integrates everything you need to manage agency workflow, projects, operations and financials in just one spot. Best of all, with QuickBooks integration and built-in business intelligence reporting, you can finally sleep better at night because you know exactly what’s happening in your business and have the right information to make critical business decisions - decisions that will lead to happy clients, a productive, creative team, and a smooth running, profitable agency.

Average Rating: 3.8/5.0

Total Reviews: 191

How Do G2 Users Rate Function Point?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.8/10)
  • Portfolio Performance: 5.0/10 (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)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind Function Point?

Who Uses This Product?

  • Who Uses This: Project Manager, Account Manager
  • Top Industries: Marketing and Advertising, Graphic Design
  • Company Size: 85% Small, 11% Medium

What Do G2 Reviewers Say About Function Point?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Function Point, making project management and collaboration seamless and stress-free.
  • Users value the ease of managing client proposals in Function Point during meetings, enhancing flexibility and responsiveness.
  • Users value the integration of project management and financial tracking in Function Point, enhancing organization and reducing stress.
  • Users appreciate the organization Function Point offers, streamlining project management and reducing stress by centralizing tools.
  • Users value the organization ease of Function Point, simplifying project management and reducing stress through unified tools.
Cons
  • Users find the complex usability of Function Point challenging initially, with a steep learning curve for features and tasks.
  • Users find the interface of Function Point to have a lack of intuitiveness, making it challenging to navigate initially.
  • Users find the learning curve of Function Point challenging due to its overwhelming features and less intuitive tasks.
  • Users find Function Point's interface to be not intuitive, making it challenging to navigate its many features and modules.
  • Users find the organization difficulties of Function Point overwhelming initially, complicating tasks and requiring a learning curve.

What Are Recent G2 Reviews of Function Point?

What Are G2 Users Discussing About Function Point?

Rev.io PSA formerly Tigerpaw One

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

Average Rating: 3.2/5.0

Total Reviews: 41

How Do G2 Users Rate Rev.io PSA formerly Tigerpaw One?

  • Has the product been a good partner in doing business?: 7.2/10 (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 Rev.io PSA formerly Tigerpaw One?

Who Uses This Product?

  • Top Industries: Telecommunications, Information Technology and Services
  • Company Size: 80% Small, 15% Medium

What Do G2 Reviewers Say About Rev.io PSA formerly Tigerpaw One?

AI-generated summary from verified user reviews

Pros
  • Users value the easy tracking capabilities of Rev.io PSA for managing tickets and stock seamlessly.
  • Users value the seamless integration with QuickBooks for efficient ticket tracking and stock management in their telecom business.
  • Users value the seamless integration of Rev.io PSA with Quick Books, enhancing efficiency in telecom business operations.
Cons
  • Users find the cost prohibitive for small companies, making it difficult to justify the expense.

What Are Recent G2 Reviews of Rev.io PSA formerly Tigerpaw One?

What Are G2 Users Discussing About Rev.io PSA formerly Tigerpaw One?

Deltek WorkBook

Deltek WorkBook is an agency management solution, built with the creative production process in mind, that integrates your agency’s project and resource management processes so that you have accurate, real-time data and insights about your agency’s overall performance. From daily tasks to the big picture; from the project team who live at the epicenter of the work to the management team charged with the overall success and growth of your agency. Deltek WorkBook is designed specifically for Advertising Agencies, Marketing & PR Firms, Digital Agencies, In-House Agencies & Creative Teams, and Professional Services Agencies.

Average Rating: 3.7/5.0

Total Reviews: 52

How Do G2 Users Rate Deltek WorkBook?

  • Has the product been a good partner in doing business?: 7.6/10 (Category avg: 8.8/10)
  • Portfolio Performance: 6.1/10 (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 Deltek WorkBook?

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

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 45% Medium, 34% Small

What Do G2 Reviewers Say About Deltek WorkBook?

AI-generated summary from verified user reviews

Pros
  • Users value the all-in-one solution of Deltek WorkBook, enhancing efficiency through integrated project management and other functionalities.
  • Users value the all-in-one client management solution for its integrated functionalities and seamless data centralization.
  • Users value the comprehensive features of Deltek WorkBook, enabling streamlined management across various business functions.
  • Users value the time-saving aspects of Deltek WorkBook, streamlining tasks across multiple functionalities effectively.
  • Users value the robust time tracking capabilities of Deltek WorkBook, enhancing project management efficiency across multiple sites.
Cons
  • Users express that the learning curve is steep, making adoption challenging for non-expert staff.
  • Users find the complex usability of Deltek WorkBook challenging, especially for those who aren't power users.
  • Users find the lack of intuitiveness in Deltek WorkBook challenging, impacting productivity and system adoption.
  • Users find the user interface not intuitive, leading to challenges in mastering the system and affecting productivity.
  • Users struggle with the not user-friendly interface of Deltek WorkBook, hindering productivity for non-expert users.

What Are Recent G2 Reviews of Deltek WorkBook?

What Are G2 Users Discussing About Deltek WorkBook?

Q360

Q360™ is the only complete business software package that is purpose built for Technology Integrators that includes Full Accounting, Project Management, Job Costing, Service & Dispatch, Inventory and Sales. Scaling from 20 staff to 2,000 staff Q360™ is the last software solution you’ll ever need to buy.

Average Rating: 4.0/5.0

Total Reviews: 12

How Do G2 Users Rate Q360?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Portfolio Performance: 9.2/10 (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 Q360?

  • Seller: Solutions360
  • Year Founded: 1988
  • HQ Location: Newmarket, CA
  • Twitter: @Solutions360
    192 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    51 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 77% Medium, 23% Small

What Are Recent G2 Reviews of Q360?

What Are G2 Users Discussing About Q360?

Juntrax

Juntrax is an integrated business operations solution for global offices, customers can now get visibility into their operations worldwide and stay connected with their organization. By uniting HRMS, PSA and Financial modules on one integrated software customers can use one solution to manage their operations worldwide. Modules available in our integrated solution: 1. Workforce 2. Leaves 3. Attendance 4. Timesheets 5. Payroll 6. Projects 7. Assets 8. Sales (Quotation, PO, Invoices-Receivables) 9. Purchases ((Quotation, PO, Invoices-Receivables-Payables) 10. Expenses and Reimbursements Why Choose Juntrax as Your ERP Partner? • All-in-One Platform: Replace multiple tools with a single, integrated solution for streamlined workflows. • Global Operations Made Simple: Manage global activities from one unified platform. • Enterprise-Grade Security: Protect your data with robust security and compliance measures. • Transparent Pricing: Enjoy competitive pricing with no hidden costs. • Automation-Driven Efficiency: Save time and reduce errors with intelligent automation features. • Actionable Insights: Leverage real-time dashboards to make data-driven decisions. • Scalable for Growth: Designed to adapt as your business grows and evolves. • User-Friendly Interface: Simplify operations with a platform built for ease of use and productivity.

Average Rating: 4.3/5.0

Total Reviews: 38

How Do G2 Users Rate Juntrax?

  • Has the product been a good partner in doing business?: 9.6/10 (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 Juntrax?

  • Seller: Juntrax Solutions
  • Year Founded: 2016
  • HQ Location: San Francisco, CA
  • Twitter: @Juntrax
    30 Twitter followers
  • LinkedIn® Page: linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Design, Semiconductors
  • Company Size: 79% Medium, 21% Small

What Do G2 Reviewers Say About Juntrax?

AI-generated summary from verified user reviews

Pros
  • Users find Juntrax to be user-friendly, making it easy to manage leaves, timesheets, and projects effortlessly.
  • Users find the time tracking features of Juntrax invaluable for analyzing team performance and project management.
  • Users commend the tracking ease of Juntrax, facilitating daily task management and team performance analysis effortlessly.
  • Users find Juntrax incredibly useful for daily task management, simplifying project planning and time tracking effortlessly.
  • Users find the invoicing options helpful for billing projects and analyzing team performance efficiently.
Cons
  • Users experience slow loading times with Juntrax, particularly after extended use, impacting their overall satisfaction.
  • Users face slow performance with Juntrax, especially during peak times, affecting usability and experience.
  • Users report slow performance in certain modules and suggest improvements for the UI and mobile app usability.
  • Users experience a slow system in certain modules, along with UI issues and lag in displaying leave balances.
  • Users find the interface not intuitive, often experiencing delays and sluggishness in various modules.

What Are Recent G2 Reviews of Juntrax?

Advantage

Advantage is an agency management software purpose-built for ad agencies, PR firms, media buying outfits and in-house creative teams. We’ve been helping clients manage their businesses for over 40 years, with almost a thousand companies relying on us every day. Our company is staffed with a team of industry veterans who are experts in the ad business and provide our clients unlimited live support 12 hours a day, every business day of the year. With first-in-class Agency Accounting, Agency Project Management and Media Buying and Planning software systems, Advantage can connect and automate your entire agency workflow. Whether it’s Finance and Accounting, Project Management, Media Planning and Buying, or all of the above, we’ll work with you to streamline your operations, enhance visibility and control and increase profits.

Average Rating: 3.0/5.0

Total Reviews: 12

How Do G2 Users Rate Advantage?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 8.8/10)
  • Portfolio Performance: 6.7/10 (Category avg: 7.9/10)
  • Workflow: 8.3/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 0/10 (Category avg: 10/10)

Who Is the Company Behind Advantage?

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 75% Medium, 25% Small

What Do G2 Reviewers Say About Advantage?

AI-generated summary from verified user reviews

Pros
  • Users find Advantage straightforward to use, despite some missing reports from the previous tool, Adassist.
Cons
  • Users find the complex usability of Advantage challenging, leading to reliance on third-party tools by various departments.
  • Users find the limited customization in Advantage frustrating, as it does not cater to diverse departmental needs effectively.
  • Users find the limited features of Advantage inadequate for diverse departmental needs, favoring third-party tools instead.
  • Users point out the limited functionality of Advantage, especially for departments needing more user-friendly tools.
  • Users find that missing user-friendly features in Advantage limit its effectiveness for diverse departmental needs.

What Are Recent G2 Reviews of Advantage?

BaseBuilders

BaseBuilders.com is an online project management solution built specifically to serve small architecture and engineering firms. Since our founding in 2002, we have been helping firms become more efficient, effective, and profitable. Our integrated database system replaces all those spreadsheets you use to track your projects. Everything from time and expense tracking to scheduling and invoicing, all in a simple-to-use solution. We are so confident that you will be happy with our solution; we back it up with a 90-day money-back guarantee (see website for details). Imagine having real-time information about the status and profitability of every project at any minute of the day.

Average Rating: 4.4/5.0

Total Reviews: 21

How Do G2 Users Rate BaseBuilders?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 1.4/10 (Category avg: 10/10)

Who Is the Company Behind BaseBuilders?

  • Seller: Base Builders
  • HQ Location: Reno, US
  • Twitter: @BaseBuilders
    219 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Office Manager
  • Top Industries: Architecture & Planning
  • Company Size: 100% Small

What Do G2 Reviewers Say About BaseBuilders?

AI-generated summary from verified user reviews

Pros
  • Users value the efficient progress tracking in BaseBuilders, enabling precise management of projects and finances.
  • Users appreciate the efficient project tracking abilities of BaseBuilders, enhancing overall productivity and management.
  • Users appreciate the efficient invoicing features of BaseBuilders, enabling seamless financial management for projects and payments.
  • Users enjoy the user-friendly project management of BaseBuilders, enhancing efficiency in tracking projects and resources.
  • Users appreciate the automation capabilities of BaseBuilders, enhancing efficiency and streamlining financial processes seamlessly.
Cons
  • Users find the learning curve steep, particularly with navigating BaseBuilders for report generation and understanding its features.
  • Users face update issues that complicate expenses management and project filtering in BaseBuilders.
  • Users struggle with billing issues, as flexible expense tracking and invoicing options are limited, complicating management.
  • Users find dashboard issues problematic, as sluggish searches and extra steps hinder workflow efficiency.
  • Users experience feature issues with BaseBuilders, lacking manual entry for expenses and comments, and limited filtering options.

What Are Recent G2 Reviews of BaseBuilders?

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