Best Professional Services Automation Software - Page 7

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 334

Category Stats (Nov 2026)

  • Average Rating: 4.36/5 (↑0.04 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Whizible (+11.11%) - Among all products in this category, Whizible recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 49,200+ Authentic Reviews
  • 334+ Products
  • Unbiased Rankings

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

G2 Grid® for Professional Services Automation Software

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

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

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

Atera IT Management

Atera is defining the category of Autonomous IT, where AI agents resolve technical incidents end to end, without a technician in the loop. Atera's AI-native IT management platform consolidates RMM, helpdesk, ticketing, advanced reporting, and automation, empowering IT teams and MSPs to manage and protect infrastructure, automate tasks, and boost service quality by reducing downtime and improving SLAs. Atera’s autonomous AI agent, Robin, detects, diagnoses, remediates, and verifies incidents by taking action directly on devices, servers, networks, and mainframes, resolving Tier-1 and complex Tier-2 incidents in full. 1) Resolution without the wait. Robin doesn't just suggest or assist, it acts and resolves, on its own, instantly. 2) Always-on coverage, day and night. Robin extends your team's reach around the clock, resolving issues at 2am just as reliably as at 2pm, so your team isn't the only line of defense when it comes to fighting downtime. 3) A personal IT tech for every employee. An intelligent, context-aware AI agent that understands your environment, adapts to each user, and responds instantly. Built on a patented architecture, Robin operates as a system of action within your existing enterprise environment, adhering to the highest enterprise-grade security and compliance standards. It's governed by configurable guardrails, a complete audit trail, and approval workflows, so autonomy never comes at the cost of control. More than 13,000 organizations across 120+ countries rely on Atera to keep their people working, uninterrupted. Discover how Atera can help you achieve unparalleled organizational efficiency at www.atera.com.

Average Rating: 4.6/5.0

Total Reviews: 1,272

How Do G2 Users Rate Atera IT Management?

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

Who Is the Company Behind Atera IT Management?

  • Seller: Atera
  • Company Website:
  • Year Founded: 2011
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    416 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, IT Manager
  • Top Industries: Information Technology and Services, Computer & Network Security
  • Company Size: 55% Small, 31% Medium

What Do G2 Reviewers Say About Atera IT Management?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use in Remote Monitoring and Management exceptional, simplifying IT management with unified tools.
  • Users value the comprehensive all-in-one solution of Remote Monitoring and Management, streamlining IT management effectively.
  • Users value the automation capabilities of Atera, simplifying IT management with a comprehensive suite of tools.
  • Users value the efficiency gained from unified management tools, leading to streamlined operations and increased productivity.
  • Users highlight the ease of remote access with Atera, streamlining IT support and enhancing productivity.
Cons
  • Users express frustration over missing features like better Apple device compatibility and a simplified ticket management system.
  • Users note the limited features of Remote Monitoring and Management, requiring reliance on other tools for advanced tasks.
  • Users experience feature issues with automation and advanced needs, leading to manual checks and reliance on other tools.
  • Users find that improvements are needed in automation reliability and advanced feature capabilities to enhance overall efficiency.
  • Users find that the tool needs improved transparency and easier setup for a smoother experience during installation.

What Are Recent G2 Reviews of Atera IT Management?

What Are G2 Users Discussing About Atera IT Management?

Brighter PSA

You're in business to do great work for your clients. But before you focus on their business, spend five minutes every day with Metis and focus on our three simple steps to propel your own business forward. Gather data; track performance; and action change. So you can concentrate on what you do best - great work. Metis can help you: • Spend more time with your team on the things that matter • Devolve responsibility without losing control • Focus on profitability without compromising the great work you do for clients • Lay solid foundations for strong growth • Get rid of a hotchpotch of spreadsheets and systems that don’t talk to each other

Average Rating: 3.5/5.0

Total Reviews: 1

Who Is the Company Behind Brighter PSA?

Who Uses This Product?

  • Company Size: 100% Large

What Are G2 Users Discussing About Brighter PSA?

CommandOS

CommandOS is a multi-tenant SaaS platform for consulting and professional services firms. It combines CRM, proposal management, project delivery, time tracking, billing, AI-assisted document generation, and competitive intelligence into a single product to help businesses maximize their profitability.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate CommandOS?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 3.3/10 (Category avg: 10/10)

Who Is the Company Behind CommandOS?

Who Uses This Product?

  • Company Size: 100% Medium

What Do G2 Reviewers Say About CommandOS?

AI-generated summary from verified user reviews

Pros
  • Users praise the comprehensive client management capabilities of CommandOS, enhancing business operations and profitability.
  • Users find CommandOS's extensive functionality invaluable for managing all aspects of their business efficiently.
  • Users praise CommandOS for its effective project management, seamlessly integrating business operations and enhancing profitability.
Cons
  • Users are frustrated by the lack of integrations, specifically with essential systems like SAP ERP.

What Are Recent G2 Reviews of CommandOS?

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CRMLeaf

CRMLeaf is a Professional Services Automation (PSA) platform designed to help professional services businesses manage their client engagements, teams, projects, time, and billing through one connected system. Instead of managing sales opportunities, project delivery, timesheets, and invoices across disconnected tools and spreadsheets, businesses can use CRMLeaf to connect these workflows and improve operational visibility. Key Features CRM and Sales Management Project and Task Management Time Tracking and Timesheets Resource and Capacity Management Invoicing and Financial Management Client Portal and Support Management Reporting and Business Visibility Who Is CRMLeaf For? CRMLeaf is designed for businesses that deliver services through client engagements and project-based work, including: IT services and software development companies Consulting and advisory firms Digital marketing and creative agencies Engineering and architecture firms Accounting and professional services firms Staffing and other project-based service businesses Why Consider CRMLeaf? CRMLeaf brings multiple operational workflows together in one platform. By connecting CRM, project management, time tracking, resource planning, and billing, it helps businesses reduce manual handoffs, maintain more consistent project information, and make informed decisions about team capacity and client work. For service businesses seeking better visibility from lead generation through project delivery and invoicing, CRMLeaf provides a connected approach to managing daily operations.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind CRMLeaf?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of CRMLeaf?

Cross-advertising

Cross-advertising is a multi-channel booking system that let's you manage your entire adverting workflow in one place. A browser-based solution providing end-to-end multi-channel advertising management, covering the whole advertising process from sales, CRM and booking to production and invoicing. Cross-advertising can be delivered as Saas, in the cloud or on premise. Cross-advertising is user-friendly, easy to navigate and accessible via desktop, tablet and mobile device through its responsive design. An enterprise application with a flexible module-based package solution for print, online, radio with fully customisable workflows.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Cross-advertising?

  • Workflow: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Cross-advertising?

  • Seller: Atex
  • Year Founded: 1973
  • HQ Location: Reading, Berkshire
  • LinkedIn® Page: www.linkedin.com
    330 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Cross-advertising?

eTrack

Business, Practice Project & Resource Management Software for all Professional Services

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind eTrack?

  • Seller: Etrack
  • Year Founded: 1997
  • HQ Location: Sydney, AU
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small

What Do G2 Reviewers Say About eTrack?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the secure and timely delivery features of eTrack, ensuring reliability for all equipment handling tasks.
  • Users value the security of eTrack, ensuring safe handling and timely delivery of equipment during moves.
Cons
  • Users find the learning curve steep, as instructions could be more simplified for better understanding.

What Are Recent G2 Reviews of eTrack?

GoTenix

GoTenix is a PSA for MSPs. It puts the service desk, time and billing in one place. A client portal is there too. RMM is built in. So every ticket already knows the device. Elise is the AI helper inside. She answers from your own tickets and client records. She sends new tickets to the right tech and says why. She writes replies in your tech's voice. Elise is included. You use your own AI account and pay it directly. We add nothing on top. Each MSP gets its own private copy of GoTenix. Your own instance is ready in about 2 to 3 minutes. It costs $149 per tech per month at launch. The regular price is $199. There is no minimum. Try it free for 14 days. No credit card. No meeting. Full data export, anytime. You're never locked in. GoTenix runs live MSPs in production today.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind GoTenix?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of GoTenix?

Handover

Handover is an AI-powered project reporting tool for MSPs. It connects directly to HaloPSA, reads your tickets and project notes, and generates professional client-ready outputs in seconds - action logs, risk registers, client emails, status reports, and Excel report packs. Outputs push back to HaloPSA automatically and weekly reports deliver to your inbox on a schedule you set.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Handover?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Handover?

MindSalt Time & Expense

MindSalt is a flexible, easy-to-use platform that brings time tracking, expense reporting, project budgets, approvals, PTO, invoicing, and reporting together in one place. Employees can quickly enter hours, submit expenses, capture receipts, and track mileage from a computer, tablet, or smartphone. Time and expenses can be organized by client, project, task, activity, and other details, giving teams the accuracy they need without making daily entry complicated. Managers gain clear visibility into project hours, costs, budgets, billable work, and estimated profitability. Built-in approval workflows help ensure timesheets and expenses are reviewed before payroll, reimbursement, or client billing. Automated reminders, required receipts and comments, approval history, lock dates, and other compliance controls help teams follow internal policies and keep records complete. MindSalt also includes more than 100 reports and dashboards for analyzing time, expenses, budgets, utilization, billing, and project performance. Reports can be filtered, grouped, customized, saved, exported, and shared, making it easier to answer everyday questions without manually reconciling spreadsheets or disconnected systems. Key capabilities include: • Flexible daily and weekly time tracking • Expense reporting, receipt capture, and mileage tracking • Client, project, task, and budget management • Timesheet and expense approval workflows • PTO requests, balances, and accrual tracking • Invoicing and billing support • Customizable reports, charts, and dashboards • Automated reminders and policy controls • Mobile-friendly access from any modern web browser MindSalt is designed for professional services firms, consultants, software teams, agencies, accounting firms, government contractors, and other organizations that track work by client, project, or task. It offers the flexibility and reporting capabilities growing teams need while remaining straightforward for employees, managers, and administrators. Organizations can try MindSalt free for 30 days with access to all features and no credit card required. Its flexible pricing allows teams to select the modules that fit their needs and adjust them as those needs change.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate MindSalt Time & Expense?

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

Who Is the Company Behind MindSalt Time & Expense?

  • Seller: MindSalt
  • Year Founded: 2006
  • HQ Location: Rockledge, US
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of MindSalt Time & Expense?

What Are G2 Users Discussing About MindSalt Time & Expense?

Oase

Oase is built for small design agencies (1–25 people) who are drowning in tool fragmentation. Most agencies use Asana or ClickUp for projects, HoneyBook or Bonsai for clients, Slack for messaging, and another tool for invoicing. Oase replaces all of them. Key features: - Project management built for agency workflows - Client portal — share deliverables, collect feedback - Design reviews with spatial, pinpoint annotations - AI-powered file system: auto-tagging, natural language search - Invoicing and payment tracking - Team messaging Built by agency operators who got tired of stitching tools together. Oase isn't "add another tool" — it's the one you keep and cancel the rest.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Oase?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Oase?

OneFirm

OneFirmOS is the operating system for professional services firms. It brings practice management, bookkeeping, billing, proposals, a client portal, and built-in AI into one connected platform — so a firm runs on a single system instead of a patchwork of six disconnected tools. Most firms stitch together a separate app for each job: one for proposals, another for time and billing, another for documents, another for the client portal. Nothing connects, so the same client details get re-keyed again and again, and partners can’t see the true state of the practice without reconstructing it at month-end. OneFirmOS replaces that stack with one database. A proposal that’s accepted becomes an engagement, which becomes projects and tasks, which flow into time, billing, and the client portal — with nothing re-typed along the way. Every timer, invoice, proposal, and document runs through one platform, so the firm sees its pulse in real time. OneFirmOS is organized into three connected layers — Practice (work board, capacity, timesheets, engagements), Financial (billing, payments, sales tax, approvals), and Accounting (ledger, accounts, statements) — that share the same data end to end. Security is built in: field-level encryption, database-enforced tenant isolation, and in-region data residency with data hosted in Canada and the U.S. Onboarding is guided — data is mapped on upload and most firms are live within days, not months

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate OneFirm?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.9/10)
  • Workflow: 10.0/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 3.3/10 (Category avg: 10/10)

Who Is the Company Behind OneFirm?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of OneFirm?

Prospektiv

Agency management software to plan client work, track time and costs, and send invoices. See who has room and which jobs need attention, all in one place.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Prospektiv?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Prospektiv?

Shift (myshift.live)

Shift helps accounting, audit, tax, legal and consulting firms track time, expenses and resources against project budgets, so partners see which clients and engagements actually make money. Timesheets, approvals, scheduling and profitability reports in one place, from $3 per person per month.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Shift (myshift.live)?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.9/10)
  • Workflow: 10.0/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 3.3/10 (Category avg: 10/10)

Who Is the Company Behind Shift (myshift.live)?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Shift (myshift.live)?

Simple Work

Simple Work centralise les contrats, documents, courriers et factures de chaque client en un seul endroit. Pensé pour les consultants indépendants et petits cabinets de conseil. Essai gratuit 14 jours

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Simple Work?

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

Who Is the Company Behind Simple Work?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Simple Work?

Simplicate

At Simplicate, we help professional services firms thrive—by keeping things simple. Our unique approach strips away the unnecessary complexity from everyday processes, giving you a clear view of your projects and real-time insight into your financial performance. By combining powerful business software with hands-on advice, we make a real impact for over 1,600 clients across seven different industries. We are Simplicate. Your flow to success.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind Simplicate?

Who Uses This Product?

  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About Simplicate?

AI-generated summary from verified user reviews

Pros
  • Users value the all-in-one solutions of Simplicate, enhancing organization and streamlining collaboration without hassle.
  • Users appreciate the collaborative efforts of Simplicate, enhancing teamwork and organization without confusion.
  • Users appreciate the ease of learning with Simplicate, enabling quick organization and collaboration without stress.
  • Users appreciate the ease of use of Simplicate, enabling a more organized and less stressful workflow.
  • Users love the easy tracking in Simplicate, which enhances organization and minimizes stress in their workday.
Cons
  • Users experience slow loading times which can hinder task switching and overall productivity with Simplicate.
  • Users experience slow performance when loading or switching between tasks, impacting their overall productivity.

What Are Recent G2 Reviews of Simplicate?

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