# Best Enterprise Professional Services Automation Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Products classified in the overall Professional Services Automation category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Professional Services Automation to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Professional Services Automation category. In addition to qualifying for inclusion in the Professional Services Automation Software category, to qualify for inclusion in the Enterprise Business Professional Services Automation Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. ## How Many Professional Services Automation Software Products Does G2 Track? **Total Products under this Category:** 125 ### Category Stats (May 2026) - **Average Rating**: 4.29/5 (↑0.02 vs Apr 2026) - **New Reviews This Quarter**: 276 - **Buyer Segments**: Small-Business 50% │ Mid-Market 43% │ Enterprise 7% - **Top Trending Product**: Project Insight (+0.456) *Last updated: May 18, 2026* ## How Does G2 Rank Professional Services Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 23,900+ Authentic Reviews - 125+ 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. ## Top Professional Services Automation Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Autotask](https://www.g2.com/products/autotask/reviews) | 4.3/5.0 (556 reviews) | PSA for managed service providers | "[Seamless Integration Boosts Efficiency](https://www.g2.com/survey_responses/autotask-review-12725002)" | | 2 | [BigTime](https://www.g2.com/products/bigtime/reviews) | 4.5/5.0 (1,644 reviews) | Time tracking and billing for consulting firms | "[Reliable and structured tool for time tracking and reporting](https://www.g2.com/survey_responses/bigtime-review-12647447)" | | 3 | [Syncro](https://www.g2.com/products/syncro/reviews) | 4.5/5.0 (498 reviews) | Unified IT and security operations for MSPs | "[User-Friendly App that is great for a team in a business](https://www.g2.com/survey_responses/syncro-review-12059675)" | | 4 | [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) | 4.1/5.0 (642 reviews) | PSA for architecture and engineering firms | "[User Friendly Project Management](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815)" | | 5 | [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) | 4.4/5.0 (891 reviews) | Cloud ERP with real-time financial visibility | "[Real-Time Reporting Speed and Unified Integration with Continuous Updates](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12569221)" | | 6 | [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) | 4.7/5.0 (823 reviews) | Customer onboarding with shared client portals | "[End-to-End PSA with Real-Time Reporting, Customization, and Leading AI Automation](https://www.g2.com/survey_responses/rocketlane-review-12717042)" | | 7 | [Keka](https://www.g2.com/products/keka/reviews) | 4.5/5.0 (1,836 reviews) | HR-led PSA for India-based services firms | "[Keka review](https://www.g2.com/survey_responses/keka-review-11503330)" | | 8 | [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) | 4.2/5.0 (1,451 reviews) | PSA with deep Salesforce integration | "[Robust PSA Tool, But Resource Intensive](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-8237586)" | | 9 | [Wrike](https://www.g2.com/products/wrike/reviews) | 4.2/5.0 (4,448 reviews) | Project management with rich sub-task structure | "[Managing design work smoothly while keeping projects on track](https://www.g2.com/survey_responses/wrike-review-12736078)" | | 10 | [Scoro](https://www.g2.com/products/scoro/reviews) | 4.5/5.0 (479 reviews) | Centralized PSA for consultancies and agencies | "[All-in-One Solution That Enhances Agency Efficiency](https://www.g2.com/survey_responses/scoro-review-12668796)" | ## Which Type of Professional Services Automation Software Tools Are You Looking For? - [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) *(current)* - [Project Management Software](https://www.g2.com/categories/project-management) - [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) - [Task Management Software](https://www.g2.com/categories/task-management-software) - [Project and Portfolio Management Software](https://www.g2.com/categories/project-and-portfolio-management) - [Project Cost Management Software](https://www.g2.com/categories/project-cost-management) - [Resource Management Software](https://www.g2.com/categories/resource-management) - [Work Management Software](https://www.g2.com/categories/work-management) --- **Sponsored** ### Scoro Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=156&secure%5Bdisplayable_resource_id%5D=156&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=156&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=6055&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%3Fsegment%3Denterprise&secure%5Btoken%5D=bcec73148ffac49f3f861bd23bade3c800053c416b6c2cac690cdba435d71387&secure%5Burl%5D=https%3A%2F%2Fwww.scoro.com%2Fdemo%2F%3Futm_campaign%3D11834511-G2%2520PPC%25202025%26utm_source%3DG2%26utm_medium%3Dppc&secure%5Burl_type%5D=book_demo) --- ## Buyer Guide: Key Questions for Choosing Professional Services Automation Software Software ### What does professional services automation software do? I describe professional services automation, or PSA, as the operational backbone for firms that sell time and expertise. It connects sales pipeline, project planning, resource allocation, time tracking, billing, and revenue recognition into a single workflow. From what I see across reviewer accounts, PSA platforms exist to give consulting, agency, and IT services leaders one source of truth on what is being delivered, by whom, against which budget, and with what margin. ### Why do businesses use professional services automation software? After looking at accounts in this category, I noticed that the recurring problem was visibility. Time, costs, and project status sat in disconnected spreadsheets, and leadership could not answer simple questions about utilization or profitability without a fire drill. From the reviewer patterns I evaluated, several benefits show up consistently: - Reviewers describe time tracking and invoicing flowing from the same source, which removes the reconciliation step where billable hours and invoices used to disagree. - Many appreciate resource planning views that show capacity, allocations, and conflicts in one screen, so staffing decisions stop relying on tribal knowledge. - Users mention margin and profitability dashboards that surface losing projects early enough to course-correct. - Several point to the deal-to-project handoff, where opportunities flow from CRM into delivery without manual setup. ### Who uses professional services automation software primarily? My analysis of reviewer roles shows that PSA platforms serve a layered audience inside services organizations: - **Project managers and delivery leads** plan engagements, assign resources, and track milestones against scope. - **Consultants and billable staff** log hours, manage tasks, and submit timesheets against specific engagements. - **Finance and accounting teams** manage invoicing, revenue recognition, and write-offs. - **Practice and operations leaders** monitor utilization, pipeline-to-delivery flow, and project margin across the firm. ### What types of professional services automation software should I consider? I've found that, according to reviewer feedback, PSA solutions generally fall into several distinct categories: - **Agency-focused PSAs** optimized for creative, marketing, and consulting firms with retainer and project billing. - **IT and MSP PSAs** centered on ticketing, asset management, and recurring service contracts. - **Enterprise PSAs** integrated with Salesforce or major ERPs to support large services arms inside software companies. - **Lightweight time-and-billing tools** aimed at small consultancies and independent practitioners who want simplicity over depth. The right fit depends on the complexity of your billing models, the size of your firm, and how tightly delivery must connect to sales. ### What are the core features to look for in professional services automation software? My evaluation of the review patterns suggests that these are the strongest PSA features to look out for: - Resource planning with capacity, skills, and allocation conflicts in one view. - Time tracking that flows automatically into invoicing and revenue recognition. - Project templates that codify how engagements are scoped and staffed. - Real-time dashboards on utilization, margin, and forecast accuracy. - CRM and accounting integrations that close the loop from sale to cash. - Client-facing portals for status, approvals, and shared documents. ### What trends are shaping professional services automation software right now? I see a few key trends currently impacting the market, based on the latest user feedback I have reviewed: - **AI scheduling assistants** are starting to recommend resource assignments based on skills, availability, and prior project performance. - **Forecasting models are improving** so revenue projections account for pipeline probability, not just signed work. - **Client portals** are becoming a standard expectation rather than a premium feature. - **Tighter integrations** with HubSpot, Salesforce, NetSuite, and QuickBooks are reducing the need for middleware. - **Modern UI rebuilds** are addressing the dated interfaces reviewers consistently flag in legacy products. ### How should I choose professional services automation software? For me, the strongest PSAs are the ones that show me utilization, margin, and pipeline health on a single screen, with time and invoicing already reconciled. When delivery, finance, and sales all read from the same record, service leaders stop guessing and start managing the firm with real data. --- ## What Are the Top-Rated Professional Services Automation Software Products in 2026? ### 1. [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 891 **Why buyers love it?:** Looking through the G2 feedback for SAP Cloud ERP, the platform's ability to streamline accounts and team management is evident. The real-time dashboard provides instant visibility into profits. It is a great fit for growing organizations needing a unified cloud backbone. ### What Do G2 Reviewers Say About SAP Cloud ERP (SAP S/4HANA Cloud)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in SAP Cloud ERP, making processes faster and more efficient for everyone. - Users value the **cloud-based architecture** of SAP S/4HANA Cloud, enabling real-time analytics and seamless integration for enhanced efficiency. - Users value the **real-time processing and predefined functionalities** of SAP S/4HANA Cloud, enhancing operational efficiency. - Users value the **efficiency** of SAP S/4HANA Cloud, enabling instant transactions and real-time reporting for better decision-making. - Users value the **real-time data processing** of SAP S/4HANA Cloud, enhancing decision-making and operational efficiency significantly. **Cons:** - Users find the **complexity of implementation** challenging, especially with limitations on customization and training needs. - Users find the **learning curve steep** , making it hard for newcomers to grasp the system effectively. - Users find SAP Cloud ERP can have a **steep learning curve** , making it difficult for new users to master. - Users find the **complex setup** of SAP S/4HANA Cloud challenging, requiring extensive training and expertise for effective implementation. - Users find the **limited customization** of SAP Cloud ERP restricts unique processes and increases reliance on consultants. #### Key Features - Breadth of Partner Applications - AP Automation - Product Master - AR Automation - Shipping #### What Are Recent G2 Reviews of SAP Cloud ERP (SAP S/4HANA Cloud)? **"[Real-Time Reporting Speed and Unified Integration with Continuous Updates](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12569221)"** **Rating:** 5.0/5.0 stars *— Cem U.* [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12569221) --- **"[SAP S/4HANA Cloud: Instant Processing, Centralized Data, and Seamless Integration](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12772371)"** **Rating:** 5.0/5.0 stars *— Yonis A.* [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-12772371) --- #### What Are G2 Users Discussing About SAP Cloud ERP (SAP S/4HANA Cloud)? - [What is SAP S/4HANA Cloud used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-cloud-used-for) - 2 comments, 3 upvotes - [What is SAP S/4HANA Asset Management for resource scheduling used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-asset-management-for-resource-scheduling-used-for) - 1 comment - [What is SAP S/4HANA for receivables management used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-for-receivables-management-used-for) - 1 comment ### 2. [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 642 **Why buyers love it?:** From the G2 data I analyzed for Deltek Vantagepoint, I found it to be a solid system of record for project accounting in architecture and engineering. Users value the exportable dashboards and live project data. Despite a learning curve, it fits well within built-environment industries. ### What Do G2 Reviewers Say About Deltek Vantagepoint? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **exceptional ease of use** in Deltek Vantagepoint, enhancing navigation and project management efficiency. - Users praise **Deltek Vantagepoint's project tracking** for its ease of use and efficiency in managing resources and budgets. - Users value the **customizable dashboards** of Deltek Vantagepoint, enhancing accessibility and efficiency for various roles. - Users value the **reporting efficiency** of Deltek Vantagepoint, enhancing collaboration and strategic decision-making across teams. - Users value the **customizability** of Deltek Vantagepoint, enhancing workflow efficiency and adapting to diverse business needs. **Cons:** - Users find **reporting capabilities lacking** in Deltek Vantagepoint, with a need for more user-friendly options and improvements. - Users find the **missing features** in Deltek Vantagepoint limiting, especially in resource management and reporting. - Users criticize the **complex usability** of Deltek Vantagepoint, finding it clunky and difficult to navigate. - Users find the **learning curve steep** with Deltek Vantagepoint, particularly regarding the mobile app and calculated fields. - Users find the **complexity** of Deltek Vantagepoint overwhelming, hindering customization and efficient workflow significantly. #### Key Features - AP Automation - Workflow - Time & Attendance - Purchase Orders - Costs #### What Are Recent G2 Reviews of Deltek Vantagepoint? **"[User Friendly Project Management](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815)"** **Rating:** 4.5/5.0 stars *— Jeanette N.* [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815) --- **"[Powerful solution that takes time to setup, train and manage](https://www.g2.com/survey_responses/deltek-vantagepoint-review-5002365)"** **Rating:** 4.0/5.0 stars *— Kevin N.* [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-5002365) --- #### What Are G2 Users Discussing About Deltek Vantagepoint? - [What is Deltek Vantagepoint used for?](https://www.g2.com/discussions/what-is-deltek-vantagepoint-used-for) - [What is Deltek CRM?](https://www.g2.com/discussions/what-is-deltek-crm) - 1 comment - [What is Deltek Vision software?](https://www.g2.com/discussions/what-is-deltek-vision-software) - 1 upvote ### 3. [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 823 **Why buyers love it?:** Rocketlane excels at bridging the gap between project managers and customers, according to G2 reviews, Iooked at. Shared client portals and Salesforce-driven project creation significantly shorten onboarding. It is purpose-built for SaaS implementation teams. ### What Do G2 Reviewers Say About Rocketlane? *AI-generated summary from verified user reviews* **Pros:** - Users praise Rocketlane for its **intuitive and easy-to-use interface** , making project management seamless and efficient. - Users admire the **intuitive platform** of Rocketlane, benefiting from its easy adoption and seamless project management features. - Users value the **visibility in task management** provided by Rocketlane, enhancing project tracking and accountability. - Users value the **project tracking capabilities** of Rocketlane, enhancing organization and collaboration throughout the project lifecycle. - Users find that **Rocketlane enhances team collaboration** , improving organization, efficiency, and communication with clients. **Cons:** - Users report a **lack of essential features** in Rocketlane, hindering its effectiveness compared to other tools. - Users experience occasional **slow performance** , particularly during status changes and when managing many projects. - Users find the **steep learning curve** of Rocketlane challenging, especially for new users navigating the complex interface. - Users find **limited customization** in Rocketlane, leading to frustration with functionality and integration issues. - Users find Rocketlane's interface **not intuitive** , with confusing filters and a lack of clear admin functionalities. #### Key Features - Creation & Assignment - Planning - Resource Definiton - Dashboards - Planning #### What Are Recent G2 Reviews of Rocketlane? **"[The definitive "Nerve Center" for our project delivery and resource orchestration](https://www.g2.com/survey_responses/rocketlane-review-12802223)"** **Rating:** 5.0/5.0 stars *— Pablo C.* [Read full review](https://www.g2.com/survey_responses/rocketlane-review-12802223) --- **"[End-to-End PSA with Real-Time Reporting, Customization, and Leading AI Automation](https://www.g2.com/survey_responses/rocketlane-review-12717042)"** **Rating:** 4.5/5.0 stars *— Kristen R.* [Read full review](https://www.g2.com/survey_responses/rocketlane-review-12717042) --- #### What Are G2 Users Discussing About Rocketlane? - [What is Rocketlane used for?](https://www.g2.com/discussions/what-is-rocketlane-used-for) ### 4. [Wrike](https://www.g2.com/products/wrike/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 4,448 **Why buyers love it?:** Wrike's strength lies in its rich sub-task structure and labeling for complex developer projects, based on the G2 data I examined. The visual hierarchy simplifies assigning tasks across teams. It is a solid choice for groups requiring flexible collaboration features. ### What Do G2 Reviewers Say About Wrike? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **project tracking and task management features** of Wrike for enhancing productivity and organization. - Users appreciate the **seamless team collaboration** with Wrike, enhancing productivity through streamlined processes and integrations. - Users value the **effective task management** in Wrike, enhancing productivity and ensuring clear team communication and organization. - Users appreciate the **organization capabilities** of Wrike, enhancing team collaboration and streamlining task management effectively. - Users find Wrike to be **extremely user-friendly** , making task management and team collaboration effortless and efficient. **Cons:** - Users find the **steep learning curve** challenging, noting complexity and difficulty in navigation at the start. - Users find Wrike **not intuitive** , struggling with the interface and basic functions even after prolonged use. - Users often face **missing features** like limited templates and integration shortcomings, impacting overall effectiveness with Wrike. - Users often find **limited features** in Wrike, struggling with customizability and insufficient built-in templates for workflows. - Users find Wrike's **complex usability** challenging, particularly for new users struggling to navigate its features effectively. #### Key Features - Permissions - Task Prioritization - Calendar View - Scheduling - Baselining / KPIs #### What Are Recent G2 Reviews of Wrike? **"[Managing design work smoothly while keeping projects on track](https://www.g2.com/survey_responses/wrike-review-12736078)"** **Rating:** 5.0/5.0 stars *— Ivy M.* [Read full review](https://www.g2.com/survey_responses/wrike-review-12736078) --- **"[Wrike Gives Great Visibility Across Projects, Tasks, and Team Workloads](https://www.g2.com/survey_responses/wrike-review-12644292)"** **Rating:** 4.5/5.0 stars *— Dresler Z.* [Read full review](https://www.g2.com/survey_responses/wrike-review-12644292) --- #### What Are G2 Users Discussing About Wrike? - [How is Wrike facilitating project management and team collaboration in fast-paced business environments?](https://www.g2.com/discussions/how-is-wrike-facilitating-project-management-and-team-collaboration-in-fast-paced-business-environments) - 1 comment - [How is Wrike being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-wrike-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [What is Wrike used for?](https://www.g2.com/discussions/wrike-what-is-wrike-used-for) - 3 comments ### 5. [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 683 **Product Description:** Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports. ### What Do G2 Reviewers Say About Certinia PS Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Certinia PS Cloud, benefiting from seamless navigation and intuitive reporting features. - Users value the **efficiency in project management** offered by Certinia PS Cloud, significantly enhancing their operational processes. - Users value the **seamless reporting capabilities** of Certinia PS Cloud, enhancing their project management and invoicing processes. - Users appreciate the **user-friendly interface** of Certinia PS Cloud, enhancing ease of integration and management. - Users value the **native Salesforce integration** of Certinia PS Cloud, enhancing seamless data management and efficiency. **Cons:** - Users find the **learning curve steep** with Certinia PS Cloud, hindered by inadequate documentation and slow support responses. - Users find the **complex usability** of Certinia PS Cloud challenging, making navigation and learning difficult for new users. - Users find **difficult customization** in Certinia PS Cloud, needing skills for modifications and facing limitations with managed pages. - Users experience **slow performance** with Certinia PS Cloud, leading to frustrations with loading speeds and stability issues. - Users find that Certinia PS Cloud has **missing features** , such as limited UI aesthetics and inadequate resource management tools. #### What Are Recent G2 Reviews of Certinia PS Cloud? **"[Clear Project Visibility with Powerful Dashboards and Reporting](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12668301)"** **Rating:** 5.0/5.0 stars *— Thomas B.* [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12668301) --- **"[Seamless Salesforce Integration Elevates Project Management](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12104462)"** **Rating:** 5.0/5.0 stars *— Pablo R.* [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12104462) --- #### What Are G2 Users Discussing About Certinia PS Cloud? - [What is FinancialForce PSA used for?](https://www.g2.com/discussions/what-is-financialforce-psa-used-for) - 1 comment - [How much does financial force cost?](https://www.g2.com/discussions/financialforce-psa-how-much-does-financial-force-cost) - [What is PSA in software engineering?](https://www.g2.com/discussions/what-is-psa-in-software-engineering) - 1 comment ### 6. [Scoro](https://www.g2.com/products/scoro/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 479 **Why buyers love it?:** Scoro's robust reporting and centralized operations consistently surfaced during my analysis of its G2 reviews. Users appreciate the enhanced automation and growing integrations. It is tailored for consultancies and agencies wanting projects and finances on a single platform. ### What Do G2 Reviewers Say About Scoro? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Scoro, as it integrates all necessary tools into one intuitive platform. - Users value the **clarity and integration** Scoro provides for project management and financial operations, streamlining daily workflows. - Users value the **detailed tracking features** of Scoro, enhancing team organization and resource management efficiently. - Users value the **intuitive time tracking** feature in Scoro, enhancing organization and efficiency in project management. - Users value the **clarity and integration** of Scoro's task management, streamlining project and financial oversight effectively. **Cons:** - Users find the **learning curve steep** with Scoro, needing time to adapt and master its features and structure. - Users find the **lack of feature for expanding and collapsing sections** in Scoro to be quite frustrating during quote creation. - Users find Scoro's interface **not intuitive** , requiring training and leading to a frustrating setup experience. - Users find the **steep learning curve** of Scoro challenging, requiring extensive training and setup to maximize productivity. - Users find Scoro's **initial complexity** challenging, requiring longer training for new users to adapt effectively. #### Key Features - Performance and Reliability - Partner Relationship Mgmt. (PRM) - Creation & Assignment - GANTT - Capacity #### What Are Recent G2 Reviews of Scoro? **"[All-in-One Solution That Enhances Agency Efficiency](https://www.g2.com/survey_responses/scoro-review-12668796)"** **Rating:** 4.5/5.0 stars *— Heather E.* [Read full review](https://www.g2.com/survey_responses/scoro-review-12668796) --- **"[Scoro for the win!](https://www.g2.com/survey_responses/scoro-review-9631281)"** **Rating:** 4.5/5.0 stars *— Cheryl H.* [Read full review](https://www.g2.com/survey_responses/scoro-review-9631281) --- #### What Are G2 Users Discussing About Scoro? - [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for) - [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide) - [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project) ### 7. [Kytes](https://www.g2.com/products/kytes/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 63 **Product Description:** At Kytes, we partner closely with our customers, offering AI-enabled Professional Services Automation (PSA) software that digitizes and automates end-to-end project operations for their organization. Tailored for IT/ITES, Pharmaceuticals/Lifesciences, GCC, Professional Services, and Consulting, Kytes PSA software streamlines and accelerates Project Deliveries and Product Development Lifecycle (NPD). Central to our philosophy is a people-first approach. We empower teams to work both independently and collaboratively, ensuring seamless operations. By enhancing operational excellence and maintaining the highest compliance and security standards, our software helps you reduce costs, optimize resources, boost revenue and margins, and build a project management culture in your organization. ### What Do G2 Reviewers Say About Kytes? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Kytes, appreciating its intuitive design and smooth implementation process. - Users value the **comprehensive project management capabilities** of Kytes, enhancing visibility and resource planning efficiency. - Users value the **effective project tracking capabilities** of Kytes, enabling streamlined management and enhanced support from the team. - Users appreciate the **comprehensive resource management** features of Kytes, enabling efficient project and finance oversight. - Users value the **team collaboration** in Kytes, enhancing coordination and project management efficiency. **Cons:** - Users experience **slow loading times** , particularly when uploading files and generating volume-based reports, affecting overall performance. - Users experience **slow performance** with Kytes, particularly with report generation and file uploads, causing frustration. - Users report a **steep learning curve** due to confusing layouts, though support is available to assist. - Users find the **limited reporting** and few integration options frustrating for effective data analysis in Kytes. - Users find **missing features** like limited reporting and lack of AI/ML integration to hinder their experience with Kytes. #### What Are Recent G2 Reviews of Kytes? **"[Essential for Resource-Heavy Project Management](https://www.g2.com/survey_responses/kytes-review-12532967)"** **Rating:** 4.0/5.0 stars *— Sourabh H.* [Read full review](https://www.g2.com/survey_responses/kytes-review-12532967) --- **"[User-Friendly, Seamless Integration, and Reliable Support](https://www.g2.com/survey_responses/kytes-review-12532829)"** **Rating:** 4.5/5.0 stars *— Aditi J.* [Read full review](https://www.g2.com/survey_responses/kytes-review-12532829) --- #### What Are G2 Users Discussing About Kytes? - [What is TouchBase used for?](https://www.g2.com/discussions/what-is-touchbase-used-for) - 1 comment, 1 upvote ### 8. [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 1,451 **Why buyers love it?:** A recurring theme in my assessment of Kantata's G2 reviews is the immense value of unifying project execution and Salesforce data. The easy-to-navigate UI keeps it embedded in daily workflows. It is perfect for services teams already standardized on the Salesforce ecosystem. ### What Do G2 Reviewers Say About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **simplicity and efficiency** of Kantata for effective project management tailored to professional services. - Users find Kantata's **project tracking** efficient and tailored, greatly enhancing workflow and resource management. - Users enjoy the **user-friendly interface** of Kantata, making navigation and feature access straightforward for everyone. - Users value the **reporting efficiency** of Kantata, with integrated AI that enhances resource tracking and decision-making. - Users value the **report generation capabilities** of Kantata Professional Services Automation for enhanced visibility and efficient decision-making. **Cons:** - Users find the **complex usability** of Kantata PSA challenging, particularly new users struggling with the interface and navigation. - Users face a **significant learning curve** that complicates UI use and optimizes reporting, requiring extensive training. - Users find the interface to be **not intuitive** , requiring additional training to navigate and complete necessary tasks effectively. - Users face **rigidity in task management** , desiring more flexibility and responsiveness in handling project schedules and resources. - Users face challenges with **lack of customization** , especially regarding reporting and adapting features to specific business needs. #### Key Features - Task Prioritization - Planning - Resource Definiton - Resource Definiton - Forecasting #### What Are Recent G2 Reviews of Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? **"[Kantata Tailored to Our Consulting Workflow—Better Forecasting with Less Effort](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-12343700)"** **Rating:** 4.5/5.0 stars *— Jason B.* [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-12343700) --- **"[Robust PSA Tool, But Resource Intensive](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-8237586)"** **Rating:** 4.5/5.0 stars *— Erika S.* [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-8237586) --- #### What Are G2 Users Discussing About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? - [How do I effectively manage project budgets using Kantata Professional Services Cloud?](https://www.g2.com/discussions/how-do-i-effectively-manage-project-budgets-using-kantata-professional-services-cloud) - [What is Kantata Cloud for Professional Services (formerly Mavenlink + Kimble) used for?](https://www.g2.com/discussions/what-is-kantata-cloud-for-professional-services-formerly-mavenlink-kimble-used-for) - [What does Mavenlink do?](https://www.g2.com/discussions/what-does-mavenlink-do) - 1 comment ### 9. [BigTime](https://www.g2.com/products/bigtime/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,644 **Why buyers love it?:** Diving into BigTime's G2 feedback, I noticed a strong emphasis on seamlessly converting consulting hours into invoices. Reviewers appreciate the calendar-style timesheets and billable tracking. It's an ideal match for consulting firms needing clean invoicing. ### What Do G2 Reviewers Say About BigTime? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **extremely user-friendly interface** of BigTime, making time entry and resource management effortless. - Users find BigTime's **time tracking feature user-friendly** , enhancing efficiency in resource management and workflow organization. - Users appreciate the **user-friendly interface** of BigTime, making time tracking and invoicing seamless and efficient. - Users appreciate the **tracking ease** of BigTime, especially with simple time entries and clear expense management. - Users value the **time-saving features** of BigTime, which enhance efficiency in tracking and managing their work. **Cons:** - Users find the **missing features** in BigTime, like expense duplication and specific dashboards, hinder efficiency and customization. - Users find **BigTime time-consuming** due to repetitive expense entry and an intensive initial setup process. - Users note a **steep learning curve** with BigTime, mainly due to customization challenges and navigation issues. - Users find the **manual entry process cumbersome** , with lost comments and a clunky UI complicating time tracking. - Users encounter **software bugs** in BigTime that disrupt billing and hinder time entry and reporting efficiency. #### Key Features - Ease of Creating Expense Reports - Tracking Time to Project/Task - Invoice Creation and Delivery - Receipt Capture - Time Tracking #### What Are Recent G2 Reviews of BigTime? **"[Reliable and structured tool for time tracking and reporting](https://www.g2.com/survey_responses/bigtime-review-12647447)"** **Rating:** 5.0/5.0 stars *— Bidyut Jyoti S.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-12647447) --- **"[Strong operational tool for invoicing, tracking, and analytics](https://www.g2.com/survey_responses/bigtime-review-12657814)"** **Rating:** 4.5/5.0 stars *— Brian G.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-12657814) --- #### What Are G2 Users Discussing About BigTime? - [How do I track billable hours accurately using BigTime for client projects?](https://www.g2.com/discussions/how-do-i-track-billable-hours-accurately-using-bigtime-for-client-projects) - [What is BigTime used for?](https://www.g2.com/discussions/what-is-bigtime-used-for) - 1 comment, 1 upvote ### 10. [SuiteProjects Pro](https://www.g2.com/products/suiteprojects-pro/reviews) **Average Rating:** 3.7/5.0 **Total Reviews:** 225 **Product Description:** NetSuite SuiteProjects Pro (formerly known as NetSuite OpenAir) is a Professional Services Automation (PSA) solution that supports the full project delivery lifecycle including planning, resourcing, budgeting, activity tracking, and billing allowing you to gain data-driven, real-time visibility and anytime, anywhere access to project information and performance. With NetSuite SuiteProjects Pro, you can Automate Project billing and invoicing, improve decision-making, and achieve greater insights and monitoring of how projects are performing. OPTIMIZED RESOURCE MANAGEMENT Maintain tighter control of your operations with drag-and-drop resource management tools that allow managers to quickly deploy resources to projects according to job needs, employee skills, experience, and availability to increase resource utilization. IMPROVED PROJECT PROFITABILITY Make it easy to update and report on project status; giving visibility to project analytics such as performance metrics, and budget versus actuals in real-time, using easy-to-read graphs and reports to optimize price, billing rates, and staffing for overall project profitability. COMPLETE PROJECT FINANCIALS Connect project activities with company financials and improve cashflow management with Invoice creation that is streamlined and accurate to reduce Days Sales Outstanding (DSO) and ensure precise accounting and billing throughout the project lifecycle. INCREASED PRODUCTIVITY Automate the entire time and expense reimbursement cycle and boost efficiency by submitting time and expenses from anywhere that is automatically tied to project accounting. With mobile, access from anywhere to stay informed with project status and capture and approve detailed time and expense information. GREATER INSIGHTS AND MONITORING Keep all your data in one centralized location for better visibility and insight into how your projects and organization are performing with robust reporting and analytical tools that can integrate into company financials. ### What Do G2 Reviewers Say About SuiteProjects Pro? *AI-generated summary from verified user reviews* **Pros:** - Users value SuiteProjects Pro for its **intuitive design** , which simplifies enterprise-level governance and resource management in MS Project. - Users love the **reporting efficiency** of SuiteProjects Pro, which simplifies project management with enhanced governance and resource tracking. - Users praise the **enhanced resource management** of SuiteProjects Pro, balancing enterprise governance with user-friendly features. - Users find SuiteProjects Pro's **time tracking** feature effective for managing and monitoring timesheets efficiently. **Cons:** - Users often face **bug issues** with SuiteProjects Pro, experiencing a finicky UI and occasional functionality failures. - Users often struggle with the **difficult setup** , facing challenges during the initial learning curve of SuiteProjects Pro. - Users face a challenging **learning curve** and setup complexity before experiencing the benefits of SuiteProjects Pro. - Users find the **UI finicky and outdated** , leading to occasional functional issues and a frustrating experience. #### What Are Recent G2 Reviews of SuiteProjects Pro? **"[A useful app for resource planning. It should have AI features](https://www.g2.com/survey_responses/suiteprojects-pro-review-9068743)"** **Rating:** 4.0/5.0 stars *— Erick V.* [Read full review](https://www.g2.com/survey_responses/suiteprojects-pro-review-9068743) --- **"[Intuitive Project Management with Powerful Enterprise Features](https://www.g2.com/survey_responses/suiteprojects-pro-review-11734813)"** **Rating:** 4.5/5.0 stars *— Verified User in Human Resources* [Read full review](https://www.g2.com/survey_responses/suiteprojects-pro-review-11734813) --- #### What Are G2 Users Discussing About SuiteProjects Pro? - [What is OpenAir PSA used for?](https://www.g2.com/discussions/what-is-openair-psa-used-for) - [What does OpenAir PSA do?](https://www.g2.com/discussions/what-does-openair-psa-do) - [What is NetSuite PSA?](https://www.g2.com/discussions/what-is-netsuite-psa) ### 11. [Workday Professional Services Automation](https://www.g2.com/products/workday-professional-services-automation/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 20 **Product Description:** Workday Professional Services Automation (PSA) automates the entire Opportunity to Cash process in one intuitive tool, linked directly to HCM and ERP data like skills, resource availability, project margins, billing and staff utilization, all designed to match the right talent to the right project at the right time. This eliminates siloed systems, reducing manual, error-prone work, and preventing revenue leakage. Workday Services CPQ (Configure, Price, Quote) integrates with your CRM system to track project opportunities as they progress and automatically creates customer facing quotes, contracts and project resourcing plans, reducing several manual steps in the Sales to Service handoff and jumpstarting projects as soon as they are sold. Built with an adaptable architecture, Workday PSA supports flexible and secure project management, finance, accounting, and HR processes all on one platform, allowing for quick adaptation to business changes with "on the fly" reporting. #### What Are Recent G2 Reviews of Workday Professional Services Automation? **"[Workday](https://www.g2.com/survey_responses/workday-professional-services-automation-review-4202669)"** **Rating:** 5.0/5.0 stars *— Verified User in Insurance* [Read full review](https://www.g2.com/survey_responses/workday-professional-services-automation-review-4202669) --- **"[Glueing Salesforce CMS daily business with HR management](https://www.g2.com/survey_responses/workday-professional-services-automation-review-9414399)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/workday-professional-services-automation-review-9414399) --- ### 12. [Autotask](https://www.g2.com/products/autotask/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 556 **Why buyers love it?:** My analysis of Autotask's G2 reviews reveals a deep, feature-rich PSA tailored for IT service providers. Users highlight centralized service desk operations and robust RMM integrations. While some note an aging interface, it remains a strong fit for established MSPs. ### What Do G2 Reviewers Say About Autotask? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Autotask, enhancing efficiency in service delivery and seamless functionalities. - Users value the **seamless integrations** in Autotask, facilitating smooth workflows and easy ticket management. - Users appreciate the **smart ticket summaries** in Autotask, as they streamline information access and enhance workflow efficiency. - Users appreciate the **automation capabilities** of Autotask, which streamline workflows and enhance operational efficiency. - Users appreciate the **easy integrations** of Autotask, enhancing their workflow by connecting seamlessly with other tools. **Cons:** - Users find the **complex usability** of Autotask overwhelming, especially given its multitude of options and outdated interface. - Users find the **steep learning curve** challenging, requiring significant time and understanding for proper setup and usage. - Users find the **missing automation features** in Autotask restrictive, impacting their workflow and project management effectiveness. - Users feel the **limited functionality** of Autotask hinders project workflows and lacks necessary automation features. - Users find Autotask's interface **not user-friendly** , with an outdated design and a steep learning curve for new users. #### Key Features - Automate Ticket Routing - Mobile - Access Management - Customer Profiles - Project Planning #### What Are Recent G2 Reviews of Autotask? **"[Seamless Integration Boosts Efficiency](https://www.g2.com/survey_responses/autotask-review-12725002)"** **Rating:** 5.0/5.0 stars *— Justin C.* [Read full review](https://www.g2.com/survey_responses/autotask-review-12725002) --- **"[Streamlined MSP Operations with Powerful Automation and Integrations](https://www.g2.com/survey_responses/autotask-review-12813435)"** **Rating:** 4.5/5.0 stars *— D S.* [Read full review](https://www.g2.com/survey_responses/autotask-review-12813435) --- #### What Are G2 Users Discussing About Autotask? - [What is Autotask Professional Services Automation (PSA) used for?](https://www.g2.com/discussions/autotask-professional-services-automation-psa-what-is-autotask-professional-services-automation-psa-used-for) - 1 upvote - [What is Autotask Professional Services Automation (PSA) used for?](https://www.g2.com/discussions/what-is-autotask-professional-services-automation-psa-used-for) - 2 comments, 1 upvote ### 13. [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 171 **Product Description:** From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform. ### What Do G2 Reviewers Say About Cloud Coach? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Cloud Coach remarkable, facilitating efficient project management within Salesforce. - Users value the **seamless Salesforce integration** of Cloud Coach, enhancing project management efficiency and accessibility. - Users value the **seamless integrations** with Salesforce, enhancing data visibility and customizability for efficient project management. - Users appreciate the **easy integration** of Cloud Coach with Salesforce, enhancing customization and overall efficiency for their processes. - Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency. **Cons:** - Users find the **learning curve steep** , making initial use of Cloud Coach daunting for newcomers. - Users find Cloud Coach to have **excessive complexity** , making it cumbersome and less intuitive to navigate. - Users note the **missing features** in Cloud Coach, impacting the functionality and overall experience of the software. - Users find **limited customization options** in Cloud Coach, which can hinder flexibility and personalization of their workflows. - Users find **Cloud Coach's usability complex** , with cumbersome features and challenges in navigating its project management tools. #### What Are Recent G2 Reviews of Cloud Coach? **"[Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking](https://www.g2.com/survey_responses/cloud-coach-review-12276021)"** **Rating:** 5.0/5.0 stars *— Beatrice R.* [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021) --- **"[Seamless Salesforce Integration and Powerful Project Management](https://www.g2.com/survey_responses/cloud-coach-review-12110564)"** **Rating:** 4.5/5.0 stars *— Msalazar L.* [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564) --- #### What Are G2 Users Discussing About Cloud Coach? - [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach) - [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool) - [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program) ### 14. [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 519 **Product Description:** Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios. Thousands of global customers across 124 countries, including industry leaders such as Cognizant, Benifex, Dell, Publicis Groupe, JLL, IBM, and Siemens Energy, rely on AdaptiveWork to drive their business success. The platform's versatility makes it suitable for various industries, from technology and consulting to manufacturing and professional services. "After successfully implementing core project and program management capabilities over the past few years, we've built a solid foundation of data and processes. This positions us very well to leverage Gen AI and Planview Anvi to drive the next wave of transformation - enhancing productivity, accelerating adoption, and achieving higher levels of PPM maturity." – Estela Lauricella-Thota, Senior Director of Technology Transformation at Cognizant #### What Are Recent G2 Reviews of Planview AdaptiveWork? **Rating:** 4.0/5.0 stars *— Iker R.* [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-12756711) --- **"[Director of Construction & PMO](https://www.g2.com/survey_responses/planview-adaptivework-review-12748316)"** **Rating:** 4.5/5.0 stars *— Timothy G.* [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-12748316) --- #### What Are G2 Users Discussing About Planview AdaptiveWork? - [What are the features of project management?](https://www.g2.com/discussions/planview-adaptivework-what-are-the-features-of-project-management) - [What is clarizen used for?](https://www.g2.com/discussions/what-is-clarizen-used-for) - [What is clarizen one?](https://www.g2.com/discussions/what-is-clarizen-one) ### 15. [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) **Average Rating:** 3.9/5.0 **Total Reviews:** 501 **Product Description:** ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery. ### What Do G2 Reviewers Say About ConnectWise PSA? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in ConnectWise PSA enhances their efficiency in creating and managing tickets effectively. - Users value the **easy integration** with third-party software, enhancing customization and streamlining their workflow effectively. - Users value the **seamless integrations** of ConnectWise PSA, enhancing workflow automation and collaboration across various applications. - Users value the **feature richness** of ConnectWise PSA, integrating CRM and management tools for enhanced efficiency. - Users appreciate the **responsive customer support** of ConnectWise PSA, enhancing their daily operations and software experience. **Cons:** - Users find the **learning curve steep** , making adaptation and setup complicated, especially for newcomers to ConnectWise PSA. - Users experience **poor customer support** with slow response times and inadequate escalation handling, complicating their overall experience. - Users find the **complex usability** of ConnectWise PSA frustrating, complicating adaptation and efficient management. - Users are disappointed by the **missing features** in ConnectWise PSA, feeling it's lagging behind in innovation and functionality. - Users experience significant **performance issues** with ConnectWise PSA, leading to dissatisfaction and workflow disruptions. #### What Are Recent G2 Reviews of ConnectWise PSA? **"[Efficient Tool That Simplifies Daily Tasks](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)"** **Rating:** 5.0/5.0 stars *— Imran I.* [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815) --- **"[Highly Customizable—Great Results When Set Up Right](https://www.g2.com/survey_responses/connectwise-psa-review-12541138)"** **Rating:** 4.5/5.0 stars *— Eileen W.* [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12541138) --- #### What Are G2 Users Discussing About ConnectWise PSA? - [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control) - [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client) - [What is ConnectWise PSA?](https://www.g2.com/discussions/what-is-connectwise-psa) ### 16. [Keka](https://www.g2.com/products/keka/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 1,836 **Why buyers love it?:** Based on the G2 data I analyzed, Keka impressed me with its seamless consolidation of HR, payroll, and project tracking for services-led businesses. Users praise the clean interface and intuitive navigation. It serves as a strong integrated HRIS and PSA solution for growing firms in India. ### What Do G2 Reviewers Say About Keka? *AI-generated summary from verified user reviews* **Pros:** - Users find Keka enhances **ease of use** with smooth payroll processing and effortless HR task management. - Users love Keka's **intuitive interface** , making payroll and compliance management efficient and user-friendly. - Users appreciate the **helpful support** from Keka, enhancing their payroll management experience and productivity. - Users commend Keka for its **simple and intuitive interface** , enabling efficient management of payroll and attendance tasks. - Users praise Keka's **user-friendly interface** , noting its simplicity and accessibility, even for newcomers. **Cons:** - Users express frustration over **missing features** , like inadequate payroll options and lack of accurate reporting tools. - Users express dissatisfaction with Keka’s **limited features** , which restrict customization and hinder payroll processing. - Users find **limited customization** options in Keka, restricting adaptability to unique organizational needs and structures. - Users often face **slow loading times** with Keka, impacting access to essential features during critical work hours. - Users experience **poor customer support** with limited availability and unhelpful virtual interactions for resolving issues. #### Key Features - Expense Management - Performance - User, Role, and Access Management - Web Portal - Automatic Tax Payment #### What Are Recent G2 Reviews of Keka? **"[Keka review](https://www.g2.com/survey_responses/keka-review-11503330)"** **Rating:** 5.0/5.0 stars *— Mahek T.* [Read full review](https://www.g2.com/survey_responses/keka-review-11503330) --- **"[User Friendly Experience & One-stop solution with Keka](https://www.g2.com/survey_responses/keka-review-11277641)"** **Rating:** 5.0/5.0 stars *— Kalpana S.* [Read full review](https://www.g2.com/survey_responses/keka-review-11277641) --- #### What Are G2 Users Discussing About Keka? - [Which software is best for payroll?](https://www.g2.com/discussions/keka-hr-which-software-is-best-for-payroll) - 6 comments, 3 upvotes - [Is KEKA a good company?](https://www.g2.com/discussions/is-keka-a-good-company) - 5 comments, 6 upvotes - [What is HR and payroll software?](https://www.g2.com/discussions/what-is-hr-and-payroll-software) - 3 comments, 4 upvotes ### 17. [Screendragon](https://www.g2.com/products/screendragon/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 110 **Product Description:** Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. By connecting planning, execution, governance, and reporting in one platform, Screendragon helps teams run work with confidence at scale.​ Designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements, Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and automation beyond basic task management.​ Key capabilities include configurable workflows, automated and AI-assisted approvals, resource and capacity planning, financial forecasting, and advanced operational reporting. The platform adapts to existing processes rather than forcing rigid templates, making it well suited to complex or regulated environments.​ Screendragon is designed to work as part of a broader enterprise ecosystem. It integrates with existing tools and platforms and provides an open API, enabling organisations to extend workflows, automate data exchange, and connect Screendragon to their wider technology stack.​ Trusted by global organisations including Kellogg’s, BP, the International Olympic Committee, TBWA, and McCann Worldgroup. ### What Do G2 Reviewers Say About Screendragon? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **excellent customer support** from Screendragon, noting their responsiveness and commitment to finding solutions. - Users highlight the **effective team collaboration** with Screendragon, appreciating their responsiveness and adaptability to unique needs. - Users find Screendragon to offer **ease of use** , facilitating project tracking and documentation with minimal training required. - Users find Screendragon's **flexibility** invaluable, easily adapting to various project scopes and unique workflows. - Users praise the **quick response** of the Screendragon team, highlighting their efficiency and willingness to assist during urgent needs. **Cons:** - Users find that Screendragon has **platform limitations** that can hinder usability and accommodate large organizational needs. - Users find the **complexity of the admin console and settings** to be a barrier to ease of use. - Users find the **complexity of the admin console** to hinder their overall experience and usability of Screendragon. - Users find the **confusing report creation process** limits their ability to use Screendragon effectively. - Users find **reporting inadequate** , facing challenges with manual builds and technical constraints that complicate data handling. #### What Are Recent G2 Reviews of Screendragon? **"[Intuitive and Streamlined Project Management with Exceptional Support](https://www.g2.com/survey_responses/screendragon-review-12436350)"** **Rating:** 5.0/5.0 stars *— Chelsea L.* [Read full review](https://www.g2.com/survey_responses/screendragon-review-12436350) --- **"[Highly Customizable Tool with Responsive, Always-Available Support](https://www.g2.com/survey_responses/screendragon-review-12465497)"** **Rating:** 4.0/5.0 stars *— Louis C.* [Read full review](https://www.g2.com/survey_responses/screendragon-review-12465497) --- #### What Are G2 Users Discussing About Screendragon? - [What is your experience with Screendragon for managing creative projects, and how does it compare to other tools?](https://www.g2.com/discussions/what-is-your-experience-with-screendragon-for-managing-creative-projects-and-how-does-it-compare-to-other-tools) - [What is Screendragon used for?](https://www.g2.com/discussions/what-is-screendragon-used-for) ### 18. [BigTime Projector](https://www.g2.com/products/bigtime-projector/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 131 **Product Description:** Projector PSA, now powered by Big Time Software, is a cloud-based Professional Services Automation tool specifically designed for managing delivery organizations. Modules for Project Accounting, Project Delivery and Resource Management enable better profit margins, utilization rates and operational efficiency. Projector BI provides PSO specific analytics and intelligence to measure and manage at every level and model your future success. Integrate with your CRM for extended visibility into pipeline revenue and staffing. Projector’s out of the box functionality supports multi-currency, multi-company capabilities. Our tech-agnostic approach to integration means no compromising on tech today or in the future. Projector is the PSA built by services professionals to support the specific needs of PSOs and is consistently ranked #1 for customer satisfaction. #### What Are Recent G2 Reviews of BigTime Projector? **"[Projector Professional Services Automation (PSA) software is best for tracking my time and expenses](https://www.g2.com/survey_responses/bigtime-projector-review-7342991)"** **Rating:** 5.0/5.0 stars *— Mohamed I.* [Read full review](https://www.g2.com/survey_responses/bigtime-projector-review-7342991) --- **"[Fantastic product, even better customer service](https://www.g2.com/survey_responses/bigtime-projector-review-7919677)"** **Rating:** 5.0/5.0 stars *— John F.* [Read full review](https://www.g2.com/survey_responses/bigtime-projector-review-7919677) --- #### What Are G2 Users Discussing About BigTime Projector? - [What is Projector PSA used for?](https://www.g2.com/discussions/what-is-projector-psa-used-for) ### 19. [Accelo](https://www.g2.com/products/accelo/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 538 **Product Description:** Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing, and more, regardless of where you are. With an emphasis on time and money, the professional services automation suite gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities, and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders run the business and professionals focus on the most important work. By harnessing powerful automation, managers can easily deliver projects on time and within budget. Accelo's up-to-date and secure analytics give leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business. ### What Do G2 Reviewers Say About Accelo? *AI-generated summary from verified user reviews* **Pros:** - Users find Accelo to be **extremely user-friendly** , seamlessly integrating multiple business functions into one platform. - Users value the **integrated project management** features of Accelo, streamlining operations and enhancing workflow efficiency. - Users value the **efficiency** of Accelo, seamlessly integrating tools that streamline business operations and enhance productivity. - Users value Accelo's **comprehensive client management** , integrating multiple functions to streamline business operations and enhance efficiency. - Users appreciate the **streamlined task management** in Accelo, significantly reducing administrative overhead and improving project efficiency. **Cons:** - Users report **missing features** like invoice copying and unreliable calendar sync, impacting usability and management functions. - Users experience a challenging **learning curve** with Accelo due to its complex configuration and coordination demands. - Users find the **limited features** of Accelo restrictive, especially for multi-business needs and insightful reporting. - Users express frustration with **limited customization** in Accelo, making it difficult to tailor the app to their needs. - Users find the **complex interface** of Accelo challenging, requiring significant time to learn and adapt. #### What Are Recent G2 Reviews of Accelo? **"[Accelo Keeps Projects, Tasks, and Reporting in Sync - Plus Smooth Xero Integration](https://www.g2.com/survey_responses/accelo-review-12239482)"** **Rating:** 4.0/5.0 stars *— Vijaysing P.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12239482) --- **"[Total control of projects and billing in an integrated and agile platform](https://www.g2.com/survey_responses/accelo-review-12720113)"** **Rating:** 4.0/5.0 stars *— Antonio H.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) --- #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### 20. [Upland PSA](https://www.g2.com/products/upland-psa/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 109 **Product Description:** Upland PSA (formerly Tenrox) helps professional services teams take their business to new heights. Customers around the world use PSA to streamline business operations for time tracking, resource management, project planning, and project financial management. The solution enables professional services teams deliver projects with certainty, assign resources based on skills, cost, and availability, and exceed client expectations every time. Customers love Upland PSA for its complete system configuration, quick start with the essentials, and the expertise that's readily available to them. Learn more at www.uplandsoftware.com/psa/ #### What Are Recent G2 Reviews of Upland PSA? **"[Upland PSA Review](https://www.g2.com/survey_responses/upland-psa-review-4136259)"** **Rating:** 4.5/5.0 stars *— Madonna C.* [Read full review](https://www.g2.com/survey_responses/upland-psa-review-4136259) --- **"[Feature rich project & resource management tool](https://www.g2.com/survey_responses/upland-psa-review-9385094)"** **Rating:** 4.5/5.0 stars *— Verified User in Computer & Network Security* [Read full review](https://www.g2.com/survey_responses/upland-psa-review-9385094) --- #### What Are G2 Users Discussing About Upland PSA? - [What advice do you have for others considering Upland PSA for professional services automation?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-upland-psa-for-professional-services-automation) - [What is Upland PSA used for?](https://www.g2.com/discussions/what-is-upland-psa-used-for) - 1 upvote ### 21. [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 771 **Product Description:** Deltek Replicon Time is an AI-powered time intelligence software that helps project- based firms recover missed billable hours, reduce revenue leakage, and speed up billing cycles. It unifies project time capture, workforce management, time off, and labour compliance in one configurable, cloud-based application — part of the Deltek platform. ZeroTime™, powered by Dela, auto-captures time from 100+ work applications and translates activity into accurate, ready-to-submit timesheets. Best for: Project-based firms — from growing consultancies to global enterprises — managing distributed teams, complex billing models, and evolving labour regulations across multiple regions. Use cases:  Track project billable hours automatically to improve margins and accelerate invoicing  Manage workforce attendance, schedules, overtime, and gross pay calculations in one place  Navigate labour compliance across 145+ jurisdictions in 75+ countries using preconfigured rules  Consolidate disconnected time-tracking systems into a single, scalable application  Capture project expenses and map them to jobs for on-time billing and reimbursement Key Features:  ZeroTime™ intelligent timesheets — AI-powered time capture from 100+ work apps  Configurable project time tracking with flexible approval workflows  Global labour compliance with preconfigured rules for overtime, breaks, leave, and gross pay  CloudClock with facial recognition and voice commands for field and frontline teams  Workforce management — attendance, scheduling, and time-off administration  Seamless integration with ERP, CRM, HCM, payroll, and project management systems  Advanced analytics with custom dashboards, reports, and connections to Tableau and Power BI Why project-based firms choose Replicon Time:  AI captures every billable hour so revenue stops slipping through the cracks. ZeroTime™ auto-populates timesheets from 100+ work apps — eliminating the end-of-week scramble and recovering hours that manual entry misses.  One application replaces fragmented time-tracking systems across the business. Replicon Time brings project time, workforce management, leave, and compliance together — cutting silos and reducing manual errors at source.  Global teams stay compliant without adding operational overhead. Preconfigured rules cover labour laws in 145+ jurisdictions across 75+ countries, with intelligent validation and complete audit trails built in. Used by: Professional services, consulting, government contracting, and technology firms — from mid-market to Fortune 500 — managing complex projects and distributed workforces globally. Replicon Time is FedRAMP Moderate authorized and supports 30+ languages and multiple currencies. Backed by 25+ years of industry leadership in time tracking and workforce management. ### What Do G2 Reviewers Say About Deltek Replicon Time? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Deltek Replicon Time, enhancing organization and simplifying time tracking for everyone. - Users appreciate the **straightforward interface** of Deltek Replicon Time, simplifying time tracking and project management for everyone. - Users love the **user-friendly design** and **powerful customization** of Deltek Replicon Time, enhancing efficiency in project management. - Users appreciate the **efficiency** of Deltek Replicon Time, simplifying time tracking and project management for better organization. - Users praise the **excellent customer support** from Deltek Replicon, noting their promptness and readiness to assist. **Cons:** - Users face challenges with **reporting issues** , including inaccuracies and lack of customization options in Deltek Replicon Time. - Users find the **limited customization options** in Deltek Replicon frustrating, impacting flexibility and ease of use. - Users find the **data management limitations** frustrating, citing ineffective export options and unhelpful interface logs. - Users mention a **steep learning curve** with Deltek Replicon Time, citing complexity during initial setup and customization. - Users find the **limited features** of Deltek Replicon Time hinder organization and accuracy in reporting and resource management. #### What Are Recent G2 Reviews of Deltek Replicon Time? **"[Accurate, Flexible Time Tracking with Fast Approvals and Clear Project Cost Visibility](https://www.g2.com/survey_responses/deltek-replicon-time-review-12236929)"** **Rating:** 4.0/5.0 stars *— Vraj S.* [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-12236929) --- **"[Automatic Time Tracking Streamlined Scheduling and Invoicing](https://www.g2.com/survey_responses/deltek-replicon-time-review-12804822)"** **Rating:** 4.5/5.0 stars *— Angelo M.* [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-12804822) --- #### What Are G2 Users Discussing About Deltek Replicon Time? - [What is Replicon PSA used for?](https://www.g2.com/discussions/what-is-replicon-psa-used-for) - 1 comment - [What does Replicon PSA do?](https://www.g2.com/discussions/what-does-replicon-psa-do) - [What is a PSA tool?](https://www.g2.com/discussions/what-is-a-psa-tool) - 1 comment ## What Is Professional Services Automation Software? [ERP Software](https://www.g2.com/categories/erp) ## What Software Categories Are Similar to Professional Services Automation Software? - [Project Management Software](https://www.g2.com/categories/project-management) - [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) - [Task Management Software](https://www.g2.com/categories/task-management-software) - [Project and Portfolio Management Software](https://www.g2.com/categories/project-and-portfolio-management) - [Project Cost Management Software](https://www.g2.com/categories/project-cost-management) - [Resource Management Software](https://www.g2.com/categories/resource-management) - [Work Management Software](https://www.g2.com/categories/work-management) --- ## 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. ### 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 #### 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**