# Best Professional Services Automation Software - Page 4 ## 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** ### Rocketlane Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. At the core of this is Nitro, Rocketlane's agentic execution layer: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=gdm_share&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=156&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=true&secure%5Bproduct_id%5D=152187&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%3D4%26source%3Dsearch&secure%5Btoken%5D=ae757859d39856bb9d1affcdc049baa3a2d73d44e56545503d3e00edb9907cb3&secure%5Burl%5D=https%3A%2F%2Fwww.capterra.com%2Fppc%2Fclicks%2Fcollect%2FCA%2Fdirectory%2F3bd0bf13-e1fe-49e8-b1b3-02a049b891ee%2Fdestination%3FaffiliateDomain%3Dwww.g2.com%26specificLocation%3Dorganic-g2%26categoryId%3D7a19ed56-eab6-4004-aef9-b055bee2eea2%26listingPosition%3D1%26sessionStartPage%3DaHR0cHM6Ly93d3cuZzIuY29tL2NhdGVnb3JpZXMvcHJvZmVzc2lvbmFsLXNlcnZpY2VzLWF1dG9tYXRpb24_cGFnZT00JnNvdXJjZT1zZWFyY2g%26ts%3D1785504318818%26s%3DE6F3C20EADE3F54EBD12B62BA72BA2C1238F611922E01D9ADCA68D07E183FE18&secure%5Burl_type%5D=custom_url) ### [Synergist](https://www.g2.com/products/synergist/reviews) 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](https://www.g2.com/sellers/synergist) - **Company Website:** www.synergist.co.uk - **Year Founded:** 2003 - **HQ Location:** Bollington, England, United Kingdom - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=749b938e312f7779c1c8ea5236225dff407d52da545b1e6e86b4efbef3bb2b17&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsynergist%2F&secure%5Burl_type%5D=linkedin_company_website) 41 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, benefiting from seamless visibility and informed decision-making. - Users value Synergist's **end-to-end visibility** across projects, enhancing decision-making with real-time insights on profitability. - Users value the **comprehensive project management features** of Synergist, enabling seamless workflow and capacity management. - Users find the **ease of learning** with Synergist exceptional, thanks to excellent training and ongoing support. - Users value Synergist for its **end-to-end visibility** , offering real-time insights and comprehensive project lifecycle management. ##### Cons - Users find the **initial learning curve** for Synergist challenging, requiring time and training to become proficient. - Users find Synergist's interface to be **very complex** , requiring training and effort to navigate effectively. - Users face a **steep learning curve** with Synergist, requiring time and training to master its complexities. - Users find the **difficult navigation** of Synergist challenging initially, but support helps ease the learning curve. - Users find the **difficult onboarding** process a hurdle, emphasizing the need for extensive training to maximize the system's benefits. #### What Are Recent G2 Reviews of Synergist? **["User-Friendly Fit for Our Company, with Quick and Helpful Support"](https://www.g2.com/survey_responses/synergist-review-13135003)** **Rating:** 5.0/5.0 stars _— Mike H._ [Read full review](https://www.g2.com/survey_responses/synergist-review-13135003) **["User-Friendly ERP with Stellar Scheduling, Needs Better Integration"](https://www.g2.com/survey_responses/synergist-review-12970708)** **Rating:** 5.0/5.0 stars _— Vince M._ [Read full review](https://www.g2.com/survey_responses/synergist-review-12970708) #### What Are G2 Users Discussing About Synergist? - [What is Synergist used for?](https://www.g2.com/discussions/what-is-synergist-used-for) ### [Project Insight](https://www.g2.com/products/project-insight/reviews) 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](https://www.g2.com/sellers/project-insight) - **Company Website:** projectinsight.com - **Year Founded:** 2001 - **HQ Location:** Irvine, CA - **Twitter:** @ProjectInsight 2,592 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cb2c4a5adf678366342f545ec3c0dff7573f2e053e93472c4abf47d5b903dff&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectinsight%2F&secure%5Burl_type%5D=linkedin_company_website) 29 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 appreciate the **fully automated features** of Project Insight, allowing them to focus on work instead of maintenance. - Users appreciate the **ease of use** of Project Insight, facilitating project management without manual data entry hassles. - Users enjoy the **easy integration** features of Project Insight, allowing seamless workflows and enhanced focus on tasks. - Users appreciate the **seamless integrations** of Project Insight, enhancing productivity and streamlining project management tasks. - Users value the **excellent security features** of Project Insight, ensuring their project data is well-protected. ##### Cons - Users find that the **learning curve can be steep** due to the extensive features, requiring significant time and patience. - Users find the **time consumption** due to numerous features of Project Insight can be frustrating and challenging. #### What Are Recent G2 Reviews of Project Insight? **["Customizable, Efficient, and User-Friendly for Large Teams"](https://www.g2.com/survey_responses/project-insight-review-13037766)** **Rating:** 5.0/5.0 stars _— Sajanbir K._ [Read full review](https://www.g2.com/survey_responses/project-insight-review-13037766) **["User-Friendly Project Management Platform with Exceptional Support"](https://www.g2.com/survey_responses/project-insight-review-12893415)** **Rating:** 5.0/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/project-insight-review-12893415) #### What Are G2 Users Discussing About Project Insight? - [What are some unique features of project management software in general?](https://www.g2.com/discussions/project-insight-what-are-some-unique-features-of-project-management-software-in-general) - [What are some project management tool features?](https://www.g2.com/discussions/project-insight-what-are-some-project-management-tool-features) - [What is insight in project management?](https://www.g2.com/discussions/what-is-insight-in-project-management) - [What are some project features?](https://www.g2.com/discussions/what-are-some-project-features) ### [Birdview](https://www.g2.com/products/birdview/reviews) 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:** 391 #### How Do G2 Users Rate Birdview? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.4/10 (Category avg: 7.9/10) - **Workflow:** 9.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) #### Who Is the Company Behind Birdview? - **Seller:** [Birdview PSA](https://www.g2.com/sellers/birdview-psa) - **Company Website:** birdviewpsa.com - **Year Founded:** 2003 - **HQ Location:** Toronto - **Twitter:** @birdviewpsa 1,202 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55b399d11d3232e945c4a420a5222a99083e05460c89388f79678aa2c4eadf81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbirdviewpsa%2F&secure%5Burl_type%5D=linkedin_company_website) 34 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 43% Medium, 34% Small #### What Are Recent G2 Reviews of Birdview? **["Consultant - review after 6 months of work"](https://www.g2.com/survey_responses/birdview-review-9723891)** **Rating:** 4.5/5.0 stars _— Ravi Shankar P._ [Read full review](https://www.g2.com/survey_responses/birdview-review-9723891) **["Birdview product review"](https://www.g2.com/survey_responses/birdview-review-11666311)** **Rating:** 4.5/5.0 stars _— Roshan R._ [Read full review](https://www.g2.com/survey_responses/birdview-review-11666311) #### What Are G2 Users Discussing About Birdview? - [What is PSA in technology?](https://www.g2.com/discussions/what-is-psa-in-technology) - 1 comment - [What are simple projects?](https://www.g2.com/discussions/what-are-simple-projects) - 2 comments - [What is PSA in ERP?](https://www.g2.com/discussions/what-is-psa-in-erp) - 1 comment - [What are some unique features of project management software?](https://www.g2.com/discussions/easy-projects-what-are-some-unique-features-of-project-management-software) - 1 comment - [What is a PSA platform?](https://www.g2.com/discussions/what-is-a-psa-platform) - 1 comment ### [Planview ChangePoint](https://www.g2.com/products/planview-changepoint/reviews) Planview ChangePoint is a Professional Services Automation (PSA) software solution that helps services organizations automate and connect every stage of the Orders-to-Cash (O2C) lifecycle, from CRM and opportunity management through contract execution, project delivery, time and expense tracking, billing, and revenue recognition, in a single application. ChangePoint is used by services organizations, including IT consulting, business consulting, high tech, and manufacturing companies, and is designed for VPs of Services, VPs of Finance, directors of consulting or services, resource management office (RMO) leaders, and PMO leadership who need real-time financial visibility into engagements rather than retrospective reporting after month-end close. A core architectural feature of ChangePoint is that it separates the financial contract, called an Engagement, from the project delivery mechanism, so billing rules and contract terms stay enforced independently of how a project is managed day to day. Main capabilities include: • Native CRM and opportunity management, with pipeline forecasting, resource demand signals, and product or service forecasting by line item • Engagement management that defines billing rates, contract terms, and revenue recognition rules separately from project delivery, supporting Fixed Fee, Time and Materials, and mixed billing types across multiple projects per engagement • Resource planning and management, including skills-based resource search, soft and hard bookings, and resource demand versus capacity analysis • Project and program management with a multi-level work breakdown structure, configurable stage-gate workflows, change and risk management, and bi-directional Microsoft Project integration • Time and expense management, plus billing and revenue recognition, including direct billing to clients or ERP systems, split billing, multi-currency invoicing, and embedded Cognos Analytics reporting ChangePoint is available as a SaaS or on-premises deployment and adapts to a customer's business model through approximately 300 configuration tables rather than custom code. It is also available with ChangePoint PLUS, an add-on that connects its financial governance model to Planview ProjectPlace's collaborative workspaces, so delivery teams can work in ProjectPlace while ChangePoint continues to enforce engagement-level financial rules. **Average Rating:** 3.3/5.0 **Total Reviews:** 17 #### How Do G2 Users Rate Planview ChangePoint? - **Has the product been a good partner in doing business?:** 6.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 10.0/10 (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 Planview ChangePoint? - **Seller:** [Planview](https://www.g2.com/sellers/planview) - **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? - **Top Industries:** Computer Software - **Company Size:** 76% Large, 35% Medium #### What Are Recent G2 Reviews of Planview ChangePoint? **["Changepoint app review"](https://www.g2.com/survey_responses/planview-changepoint-review-5408231)** **Rating:** 4.0/5.0 stars _— Bharat C._ [Read full review](https://www.g2.com/survey_responses/planview-changepoint-review-5408231) **["Planview Changepoint Review"](https://www.g2.com/survey_responses/planview-changepoint-review-7214522)** **Rating:** 5.0/5.0 stars _— Ilya S._ [Read full review](https://www.g2.com/survey_responses/planview-changepoint-review-7214522) #### What Are G2 Users Discussing About Planview ChangePoint? - [What is Planview ChangePoint used for?](https://www.g2.com/discussions/what-is-planview-changepoint-used-for) ### [Total Synergy](https://www.g2.com/products/synergy-aec/reviews) 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](https://www.g2.com/sellers/total-synergy) - **Company Website:** totalsynergy.com - **Year Founded:** 1999 - **HQ Location:** North Sydney, Australia - **Twitter:** @totalsynergy 468 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53ddc599e4aaf14fda06813eb6e4e79d3b25578ab6e4c36cb0e9b39e4340b95a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F203382%2F&secure%5Burl_type%5D=linkedin_company_website) 67 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, streamlining project management and enhancing daily workflows effortlessly. - Users praise the **amazing customer support** of Total Synergy, enhancing their overall experience and project management. - Users value the **user-friendly interface** of Total Synergy, making project management tasks easier and more efficient. - Users appreciate the **effective project tracking** of Total Synergy, streamlining management and reducing workload significantly. - Users appreciate the **efficient task tracking** of Total Synergy, simplifying project management and reducing workload significantly. ##### Cons - Users express concerns about **high billing issues** with the Enterprise version of Total Synergy affecting long-term use. - Users express concern about the **high cost** of Total Synergy, potentially impacting long-term usage decisions. - Users point out the **high cost** of Total Synergy, raising concerns about long-term usage after the first year. - Users note the **integration issues** between Total Synergy and Xero, limiting seamless communication between the two systems. - Users find the **lack of integration** between Total Synergy and Xero limits seamless data exchange and workflow efficiency. #### What Are Recent G2 Reviews of Total Synergy? **["Well-Designed for Breaking Down Complex, Technical Projects"](https://www.g2.com/survey_responses/total-synergy-review-12866139)** **Rating:** 4.0/5.0 stars _— Verified User in Consulting_ [Read full review](https://www.g2.com/survey_responses/total-synergy-review-12866139) **["Quick, Easy Revenue Forecasting with Incredible Help Desk Support"](https://www.g2.com/survey_responses/total-synergy-review-12611012)** **Rating:** 4.0/5.0 stars _— Jennifer C._ [Read full review](https://www.g2.com/survey_responses/total-synergy-review-12611012) ### [BQE CORE](https://www.g2.com/products/core-bqe-software-inc/reviews) Designed for and built by Architects , Engineers, Consulting Firms, and Professional Service Practices, BQE CORE is an all-in-one professional services work management platform that enables firms to control every aspect of their operations - project management, project accounting, time & expense, time tracking, billing & invoicing, project-based ERP, professional services automation, and so much more. BQE CORE makes it easier and more profitable to run professional services firms. It organizes information, automates repetitive tasks, and allows your firm to spend more time providing service to your clients instead of managing internal processes. It is built by Architects, Engineers, and CPA's to meet the specific needs of professional services firms. It helps firms bolster their cash flow by expediting their billing process while improving their project management and their ability to analyze performance. BQE CORE utilizes state-of-the-art technologies delivering actionable business intelligence and award winning artificial intelligence including natural language processing and speech recognition. BQE CORE supports a wide range of industries, including architect firms, engineering, legal services and many more. You can access BQE CORE from any browser or mobile device and experience full functionality. The native mobile app includes iPhone and Android devices. CORE also has over 200 report and invoice templates. Invoices for every contract type conceivable. **Average Rating:** 4.3/5.0 **Total Reviews:** 437 #### 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.](https://www.g2.com/sellers/bqe-software-inc) - **Company Website:** www.bqe.com - **Year Founded:** 1995 - **HQ Location:** Torrance, CA - **Twitter:** @bqesoftware 3,923 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7e8822c79adc9b31d814365df7a47771e6b26e5621b043a1ccd9f615d598bb2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F151644%2F&secure%5Burl_type%5D=linkedin_company_website) 410 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 find **BQE CORE's ease of use** to be exceptional, facilitating various business functions seamlessly. - Users appreciate the **intuitive user interface** of BQE CORE, enhancing project management and time tracking efficiency. - Users praise BQE CORE's **efficient invoice management** , enjoying its simplicity and responsive customer support for seamless transactions. - Users praise the **easy invoicing process** in BQE CORE, highlighting its efficiency and helpful customer support. - Users find **time tracking effortless** with BQE CORE, enhancing project management and invoicing capabilities significantly. ##### Cons - Users note that the **slow loading** of BQE CORE can hinder the overall experience, despite its reliability. - Users experience **slow performance** with BQE CORE, noting lag and refresh needs, despite its reliability. - Users find the **learning difficulty** frustrating due to complicated navigation and cumbersome record management. - Users find the **navigation complex** and scheduling training challenging, impacting their overall experience with BQE CORE. - Users find the **learning curve steep** , making initial navigation and training a challenge for new users. #### What Are Recent G2 Reviews of BQE CORE? **["BQE has all of the pieces we were missing!"](https://www.g2.com/survey_responses/bqe-core-review-7306061)** **Rating:** 4.0/5.0 stars _— Verified User in Civil Engineering_ [Read full review](https://www.g2.com/survey_responses/bqe-core-review-7306061) **["Good Software"](https://www.g2.com/survey_responses/bqe-core-review-11659639)** **Rating:** 5.0/5.0 stars _— Camilo R._ [Read full review](https://www.g2.com/survey_responses/bqe-core-review-11659639) #### What Are G2 Users Discussing About BQE CORE? - [What are the components in a core ERP system?](https://www.g2.com/discussions/what-are-the-components-in-a-core-erp-system) - [What are the 3 most common core ERP components?](https://www.g2.com/discussions/what-are-the-3-most-common-core-erp-components) - [What are two features of a ERP?](https://www.g2.com/discussions/what-are-two-features-of-a-erp) - [What are the main features of ERP?](https://www.g2.com/discussions/bqe-core-what-are-the-main-features-of-erp) ### [Mission Control](https://www.g2.com/products/mission-control/reviews) 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](https://www.g2.com/sellers/aprika-business-solutions) - **Company Website:** www.aprika.com - **Year Founded:** 2010 - **HQ Location:** Melbourne, Victoria, Australia - **Twitter:** @MissionCntrlPM 7,230 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9a735b228e3e1622739d97c702a59933b012e4b5f7bbcc9c0fefeeaf5e90ccc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1163763%2F&secure%5Burl_type%5D=linkedin_company_website) 16 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 appreciate the **ease of use** of Mission Control, benefiting from its clear UI and project status visibility. - Users appreciate the **clear job status visibility** and user-friendly interface of Mission Control for effective project management. - Users value the **clear visibility of project statuses** and appreciate the user-friendly interface of Mission Control. - Users value the **easy-to-use and clean UI** of Mission Control, enhancing their experience with clear project statuses. ##### Cons - Users express concerns over **limited customization options** and lack of access control in Mission Control. #### What Are Recent G2 Reviews of Mission Control? **["Highly Customizable, Smooth Onboarding, and Easy Salesforce Integration"](https://www.g2.com/survey_responses/mission-control-review-12781714)** **Rating:** 5.0/5.0 stars _— Verified User in Computer & Network Security_ [Read full review](https://www.g2.com/survey_responses/mission-control-review-12781714) **["All-in-One Project Management Natively Inside Salesforce"](https://www.g2.com/survey_responses/mission-control-review-12992451)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/mission-control-review-12992451) ### [Function Point](https://www.g2.com/products/function-point/reviews) 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? - **Seller:** [Function Point Productivity Software](https://www.g2.com/sellers/function-point-productivity-software) - **Company Website:** www.functionpoint.com - **Year Founded:** 1997 - **HQ Location:** Vancouver, Canada - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dbe6d210cf04889eb5085a4fbc43678a4dce73969a1390d15ffda74ca7c8cac0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F228695%2F&secure%5Burl_type%5D=linkedin_company_website) 27 employees on LinkedIn® #### 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, enjoying streamlined project management and organization in one platform. - Users value the **ease of client proposal adjustments** during meetings, enhancing their client interaction experience. - Users appreciate the **integration of project management and financials** in Function Point, simplifying organization and collaboration. - Users value the **organization features** of Function Point, streamlining project management and enhancing team collaboration. - Users appreciate the **organizational ease** of Function Point, streamlining project management and collaboration in one platform. ##### Cons - Users find the **complex usability** of Function Point daunting initially, due to its many features and learning curve. - Users find Function Point's **lack of intuitiveness** challenging, with a steep learning curve for its features and reporting. - Users find the **learning curve** of Function Point challenging, as initial navigation can be overwhelming due to its features. - Users find the **interface not intuitive** , requiring a learning curve to navigate the features and generate reports. - Users find the **organization difficulties** in Function Point can be overwhelming, requiring time to adapt to its features. #### What Are Recent G2 Reviews of Function Point? **["One of the Best and Easiest Products to Use"](https://www.g2.com/survey_responses/function-point-review-11080867)** **Rating:** 5.0/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/function-point-review-11080867) **["Helps Lot To my team To mange the Project Properly"](https://www.g2.com/survey_responses/function-point-review-8340055)** **Rating:** 4.5/5.0 stars _— Sayli L._ [Read full review](https://www.g2.com/survey_responses/function-point-review-8340055) #### What Are G2 Users Discussing About Function Point? - [What is Function Point used for?](https://www.g2.com/discussions/what-is-function-point-used-for) - [What is Function Point quality metrics?](https://www.g2.com/discussions/what-is-function-point-quality-metrics) - 1 comment - [Which of the following are advantages using functional points?](https://www.g2.com/discussions/which-of-the-following-are-advantages-using-functional-points) - [What is the use of Function Point in software engineering?](https://www.g2.com/discussions/what-is-the-use-of-function-point-in-software-engineering) - [What is Function Point method?](https://www.g2.com/discussions/what-is-function-point-method) ### [Deltek WorkBook](https://www.g2.com/products/deltek-workbook/reviews) 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](https://www.g2.com/sellers/deltek) - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek 6,574 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=958c4daad13b3f388e84895516e4bbb91fcac55b1ad5c1e3a86b8af357adbfba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163414%2F&secure%5Burl_type%5D=linkedin_company_website) 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 appreciate the **all-in-one solution** of Deltek WorkBook, benefiting from integrated project management and finance tools. - Users value the **all-in-one solution** of Deltek WorkBook, enabling seamless integration of project and client management. - Users appreciate the **comprehensive features** of Deltek WorkBook, facilitating seamless management across various functions and processes. - Users find that Deltek WorkBook provides a **time-saving solution** through its efficient management of multiple processes. - Users value the **effective time tracking** features of Deltek WorkBook, enhancing billing and payroll management seamlessly. ##### Cons - Users struggle with the **learning curve** of Deltek WorkBook, finding the UI unintuitive and documentation lacking. - Users find the **complex usability** of Deltek WorkBook challenging, hindering productivity and non-expert adoption. - Users find the **lack of intuitiveness** in Deltek WorkBook frustrating, hindering productivity and ease of use for newcomers. - Users find Deltek WorkBook's **not intuitive** interface challenging, making it hard for non-experts to navigate effectively. - Users find the **interface not user-friendly** , especially regular users, hampering productivity and overall adoption of Deltek WorkBook. #### What Are Recent G2 Reviews of Deltek WorkBook? **["Feature-Rich Project Management with Excellent Support"](https://www.g2.com/survey_responses/deltek-workbook-review-12032280)** **Rating:** 4.0/5.0 stars _— Joseph C._ [Read full review](https://www.g2.com/survey_responses/deltek-workbook-review-12032280) **["Amazing Accounting Performance with Great Support"](https://www.g2.com/survey_responses/deltek-workbook-review-12700809)** **Rating:** 5.0/5.0 stars _— Kaylee Z._ [Read full review](https://www.g2.com/survey_responses/deltek-workbook-review-12700809) #### What Are G2 Users Discussing About Deltek WorkBook? - [How much does Deltek software cost?](https://www.g2.com/discussions/deltek-workbook-how-much-does-deltek-software-cost) - [What is WorkBook management tools?](https://www.g2.com/discussions/what-is-workbook-management-tools) - [What is WorkBook software?](https://www.g2.com/discussions/what-is-workbook-software) - [What kind of software is Deltek?](https://www.g2.com/discussions/what-kind-of-software-is-deltek) ### [Q360](https://www.g2.com/products/q360/reviews) 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](https://www.g2.com/sellers/solutions360) - **Year Founded:** 1988 - **HQ Location:** Newmarket, CA - **Twitter:** @Solutions360 192 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6762665b45d43a3efce9ff490c17dfa22878f52070680f75d3d91839779ad95e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F204987%2F&secure%5Burl_type%5D=linkedin_company_website) 54 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 77% Medium, 23% Small #### What Are Recent G2 Reviews of Q360? **["It is not just the great software, It is the great team behind the software that counts!"](https://www.g2.com/survey_responses/q360-review-6641807)** **Rating:** 5.0/5.0 stars _— Orin K._ [Read full review](https://www.g2.com/survey_responses/q360-review-6641807) **["Highly recommended! Q360 is a business partner, not just as an IT provider!"](https://www.g2.com/survey_responses/q360-review-7469499)** **Rating:** 5.0/5.0 stars _— Kate M._ [Read full review](https://www.g2.com/survey_responses/q360-review-7469499) #### What Are G2 Users Discussing About Q360? - [What is Q360 used for?](https://www.g2.com/discussions/what-is-q360-used-for) ### [Rev.io PSA formerly Tigerpaw One](https://www.g2.com/products/rev-io-psa-formerly-tigerpaw-one/reviews) 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:** 3.3/5.0 **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? - **Seller:** [Rev.io PSA formerly Tigerpaw One](https://www.g2.com/sellers/rev-io-psa-formerly-tigerpaw-one) - **Year Founded:** 2002 - **HQ Location:** Atlanta, GA - **Twitter:** @rev\_io\_hq 453 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27f34ab2ba5e1f947cc62d4ec463c5adf4ddab61debc84d3cfd444373a98658b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frev.io%2F&secure%5Burl_type%5D=linkedin_company_website) 191 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Telecommunications, Information Technology and Services - **Company Size:** 78% 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, effectively managing tickets, stock, and QuickBooks integration. - Users value the **seamless integration** with QuickBooks, enhancing efficiency in managing their telecom operations. - Users value the **seamless integration** of Rev.io PSA with QuickBooks, streamlining operations for their telecom business. ##### Cons - Users feel that the **cost is a little high** for small companies, making it less accessible for them. #### What Are Recent G2 Reviews of Rev.io PSA formerly Tigerpaw One? **["Powerful All-in-One Customer Database for Quotes, Sales Tracking, and Reporting"](https://www.g2.com/survey_responses/rev-io-psa-formerly-tigerpaw-one-review-12713207)** **Rating:** 4.0/5.0 stars _— Matthew W._ [Read full review](https://www.g2.com/survey_responses/rev-io-psa-formerly-tigerpaw-one-review-12713207) **["Tigerpaw One Review"](https://www.g2.com/survey_responses/rev-io-psa-formerly-tigerpaw-one-review-7248812)** **Rating:** 5.0/5.0 stars _— Dean K._ [Read full review](https://www.g2.com/survey_responses/rev-io-psa-formerly-tigerpaw-one-review-7248812) #### What Are G2 Users Discussing About Rev.io PSA formerly Tigerpaw One? - [What does Tigerpaw One do?](https://www.g2.com/discussions/what-does-tigerpaw-one-do) - [What does Tiger paw do?](https://www.g2.com/discussions/what-does-tiger-paw-do) - [Is tigerpaw cloud based?](https://www.g2.com/discussions/is-tigerpaw-cloud-based) ### [Juntrax](https://www.g2.com/products/juntrax/reviews) 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:** 37 #### 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](https://www.g2.com/sellers/juntrax-solutions) - **Year Founded:** 2016 - **HQ Location:** San Francisco, CA - **Twitter:** @Juntrax 30 Twitter followers - **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6b45deaf2d5a603e4798070ff65685d1ec9d74e1f3d1b126a75cd8f138d1715c&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fjuntrax&secure%5Burl_type%5D=linkedin_company_website) 22 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Design, Semiconductors - **Company Size:** 78% Medium, 22% Small #### What Do G2 Reviewers Say About Juntrax? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** in Juntrax, simplifying tasks like leave, timesheets, and onboarding. - Users find **tracking ease** with Juntrax enhances project management and simplifies timesheet management effectively. - Users find Juntrax to be **user-friendly** , facilitating effortless management of leave, timesheets, and projects. - Users appreciate the **effective time tracking** capabilities of Juntrax, enhancing project management and team performance analysis. - Users praise the **quick customer support** of Juntrax, ensuring immediate solutions when issues arise. ##### Cons - Users experience **slow loading** times, particularly in certain modules, impacting the overall efficiency of Juntrax. - Users find the **interface not intuitive** , experiencing slowness and usability issues during prolonged use. - Users experience **slow performance** during peak times, impacting usability and overall satisfaction with Juntrax. - Users report that the **app performance** is lacking, with slow modules and an outdated mobile experience. - Users experience **slowness and lag** in certain modules, particularly in viewing leave balances and UI performance. #### What Are Recent G2 Reviews of Juntrax? **["Efficient HR and Project Management with Juntrax"](https://www.g2.com/survey_responses/juntrax-review-12971058)** **Rating:** 4.5/5.0 stars _— Accounts C._ [Read full review](https://www.g2.com/survey_responses/juntrax-review-12971058) **["Great concept of integrated business operations software!"](https://www.g2.com/survey_responses/juntrax-review-4841348)** **Rating:** 4.0/5.0 stars _— SUDHANSHU T._ [Read full review](https://www.g2.com/survey_responses/juntrax-review-4841348) ### [Advantage](https://www.g2.com/products/advantage-software-company-advantage/reviews) 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? - **Seller:** [Advantage Software Company](https://www.g2.com/sellers/advantage-software-company) - **Year Founded:** 1985 - **HQ Location:** Mooresville, NC - **Twitter:** @gotoadvantage 1,004 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9bd97d300659c4fbcae1406370688c5f089b000527789474fb096b53e283ee6a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1216008&secure%5Burl_type%5D=linkedin_company_website) 26 employees on LinkedIn® #### 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 to be **easy to use** , allowing for straightforward accounting despite some missing reports. ##### Cons - Users find the **complex usability** of Advantage challenging, as add-ons aren't user-friendly for diverse departmental needs. - Users find the **limited customization** of Advantage unsuitable for diverse departmental needs, favoring other third-party tools instead. - Users find **limited features** in Advantage; some departments resort to third-party tools for better functionality. - Users find that the **limited functionality** of Advantage's add-ons impacts the usability for various departments. - Users note the **missing features** in Advantage, making it less user-friendly for departments outside of accounting. #### What Are Recent G2 Reviews of Advantage? **[""The all-in-one solution for agency success""](https://www.g2.com/survey_responses/advantage-review-8585641)** **Rating:** 4.5/5.0 stars _— Tejaswini T._ [Read full review](https://www.g2.com/survey_responses/advantage-review-8585641) **["Easy to use, tons of features but difficulty modernizing=poor UI/seamless process' & slow at times."](https://www.g2.com/survey_responses/advantage-review-8915777)** **Rating:** 4.0/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/advantage-review-8915777) ### [BaseBuilders](https://www.g2.com/products/basebuilders/reviews) 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](https://www.g2.com/sellers/base-builders) - **HQ Location:** Reno, US - **Twitter:** @BaseBuilders 219 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04522ef660fe0e9e2222dd979a8bebe392fdf2ee62a4c2505fe10757ac9cc160&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbase-builders-llc&secure%5Burl_type%5D=linkedin_company_website) 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 **effective progress tracking** of BaseBuilders, ensuring seamless management of projects and finances. - Users value the **effective project tracking** capabilities of BaseBuilders, enhancing efficiency and management for their firms. - Users value the **clear and professional invoicing** from BaseBuilders, enhancing both project and payment management efficiently. - Users value the **user-friendly interface and robust features** of BaseBuilders, essential for managing projects effectively. - Users value the **automation** features of BaseBuilders, enhancing productivity and streamlining project management effectively. ##### Cons - Users find the **learning curve steep** with BaseBuilders, struggling to grasp its less intuitive features and report generation. - Users face **update issues** that hinder functionality and require manual tracking of expenses and projects. - Users face **billing issues** with BaseBuilders, lacking manual expense entry options and facing limitations on invoicing adjustments. - Users struggle with **dashboard issues** , finding the project search slow and workflow complicated by extra navigation steps. - Users highlight **feature issues** , such as lack of tax entry, project filtering, and invoicing flexibility. #### What Are Recent G2 Reviews of BaseBuilders? **["Basebuilders Keeps Large Projects Organized and Profitable"](https://www.g2.com/survey_responses/basebuilders-review-12662350)** **Rating:** 5.0/5.0 stars _— Verified User in Architecture & Planning_ [Read full review](https://www.g2.com/survey_responses/basebuilders-review-12662350) **["Customizable Reports, Smooth QuickBooks Online Integration, and Responsive Support"](https://www.g2.com/survey_responses/basebuilders-review-12723552)** **Rating:** 4.5/5.0 stars _— Verified User in Civil Engineering_ [Read full review](https://www.g2.com/survey_responses/basebuilders-review-12723552) ### [Ravetree](https://www.g2.com/products/ravetree/reviews) Ravetree is the all-in-one project management platform designed specifically to empower client service businesses with the tools they need to manage projects, teams, and finances with confidence and clarity. Unlike generic project management tools, Ravetree delivers advanced capabilities for handling project budgets, tracking fees and costs, and providing real-time insights that drive profitability and client satisfaction. At the heart of Ravetree’s value is its robust project budgeting framework. You can forecast project budgets based on anticipated resource needs and time to completion, then track actual spend against estimates with powerful visualizations and reports. This means you always know where you stand financially, from initial proposal to final invoice. With Ravetree, you get deep insights into project fees and costs, allowing you to identify trends, monitor profitability, and make data-driven decisions that keep your business on track. Ravetree’s time tracking and billing features are among the most flexible and comprehensive available. You can create client rate cards with customizable start and end dates, ensuring billing accuracy and consistency across projects and engagements. The platform supports multiple people assigned to the same task, each with their own bill rates, work roles, and time estimates—making it ideal for complex client service scenarios where different team members contribute at different levels and costs. With Ravetree, you can break free from the limitations of generic project management tools. Its intuitive interface, robust reporting, and seamless integrations with CRM, resource planning, and client portals make it the perfect solution for agencies, consultancies, and professional service firms that demand more than just task management—they need a platform that brings together projects, people, and profits in one powerful system. Choose Ravetree and experience project management that truly supports your business goals. **Average Rating:** 4.2/5.0 **Total Reviews:** 27 #### How Do G2 Users Rate Ravetree? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.8/10) - **Portfolio Performance:** 9.6/10 (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)?:** 5.3/10 (Category avg: 10/10) #### Who Is the Company Behind Ravetree? - **Seller:** [Ravetree](https://www.g2.com/sellers/ravetree) - **Year Founded:** 2013 - **HQ Location:** Raleigh, NC - **Twitter:** @ravetree 435 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c01aca025a93a0e0d994d09d9892235c6a32cc4a89eb1b2a4ee033a5f8f91bdc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fravetree&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 96% Small, 4% Medium #### What Do G2 Reviewers Say About Ravetree? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **outstanding customer support** from Ravetree, consistently praising their helpfulness and responsiveness. - Users value the **analytics insights** from Ravetree, enhancing project tracking and performance evaluation effectively. - Users commend Ravetree for its **comprehensive functionality** , seamlessly integrating budgeting, project management, and collaboration tools. - Users praise Ravetree for its **exceptional project budgeting features** , which enhance project management and team collaboration. - Users highlight the **strong team collaboration** features of Ravetree, enhancing project management and workflow efficiency. ##### Cons - Users find the **learning curve steep** , which can overwhelm team members resistant to change initially. - Users desire a **full general ledger accounting system** in Ravetree to improve accounts management and functionality. - Users find the **overwhelming experience** of Ravetree challenging, especially for those resistant to change, despite its effectiveness. #### What Are Recent G2 Reviews of Ravetree? **["Solid All-in-One Project Management Tool"](https://www.g2.com/survey_responses/ravetree-review-10909411)** **Rating:** 4.5/5.0 stars _— Sarel D._ [Read full review](https://www.g2.com/survey_responses/ravetree-review-10909411) **["Great for Project Budgets"](https://www.g2.com/survey_responses/ravetree-review-11122478)** **Rating:** 5.0/5.0 stars _— Ed S._ [Read full review](https://www.g2.com/survey_responses/ravetree-review-11122478) #### What Are G2 Users Discussing About Ravetree? - [What is Ravetree used for?](https://www.g2.com/discussions/what-is-ravetree-used-for) - 1 comment - [‹ Prev‹ Prev](/categories/professional-services-automation?order=g2_score&page=3&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](/categories/professional-services-automation?order=g2_score&page=3&source=search#product-list) - 4 - [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) - [8](/categories/professional-services-automation?order=g2_score&page=8&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=5&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**