# Best Professional Services Automation Software for Medium-Sized Businesses *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, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized 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 Medium-Sized Business Professional Services Automation category. In addition to qualifying for inclusion in the Professional Services Automation Software category, to qualify for inclusion in the Medium-Sized Business Professional Services Automation Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. ## 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 (606 reviews) | PSA for managed service providers | "[Autotask: A Reliable, Centralized Hub with Strong Ticket Workflow Customization](https://www.g2.com/survey_responses/autotask-review-12875667)" | | 2 | [BigTime](https://www.g2.com/products/bigtime/reviews) | 4.5/5.0 (1,696 reviews) | Time tracking and billing for consulting firms | "[Convenient time tracking wherever I work](https://www.g2.com/survey_responses/bigtime-review-13123210)" | | 3 | [CMap](https://www.g2.com/products/cmap/reviews) | 4.4/5.0 (290 reviews) | — | "[Flexible Report Builder and Fast, Helpful Support](https://www.g2.com/survey_responses/cmap-review-13103504)" | | 4 | [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) | 4.1/5.0 (671 reviews) | PSA for architecture and engineering firms | "[User-Friendly Interface, Enhances Project Management](https://www.g2.com/survey_responses/deltek-vantagepoint-review-13078141)" | | 5 | [Syncro](https://www.g2.com/products/syncro/reviews) | 4.5/5.0 (512 reviews) | Unified IT and security operations for MSPs | "[Effortless Remote Support and Asset Management](https://www.g2.com/survey_responses/syncro-review-12051612)" | | 6 | [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) | 4.4/5.0 (945 reviews) | Cloud ERP with real-time financial visibility | "[Unified Real-Time Insights That Make Operations More Efficient](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13104599)" | | 7 | [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) | 4.7/5.0 (833 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)" | | 8 | [Keka](https://www.g2.com/products/keka/reviews) | 4.4/5.0 (2,035 reviews) | HR-led PSA for India-based services firms | "[Streamlined HR Tasks with Some Room for Improvement](https://www.g2.com/survey_responses/keka-review-13070476)" | | 9 | [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) | 4.2/5.0 (1,455 reviews) | PSA with deep Salesforce integration | "[Ten years and counting](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-9529908)" | | 10 | [Scoro](https://www.g2.com/products/scoro/reviews) | 4.5/5.0 (487 reviews) | Centralized PSA for consultancies and agencies | "[Subtasks and dependencies made cross-functional delivery planning much easier](https://www.g2.com/survey_responses/scoro-review-13115286)" | --- ## What Are the Most Common Questions About Professional Services Automation Software? *AI-generated · Last updated: May 26, 2026* ### What most popular PSA software for software agencies? Based on G2 reviews, software teams looking at Professional Services Automation software most often emphasize centralized project visibility, time tracking, resource planning, billing workflows, and reporting that helps them stay ahead of margins and delivery risks. According to verified users, products in this category stand out when they reduce spreadsheet-heavy processes and give teams a clearer view of utilization, project progress, and invoicing readiness. G2 reviewers mention that ease of use, integrations with accounting or CRM systems, and strong reporting are especially important for agencies managing multiple client engagements at once. For software agencies, the most popular options in recent reviews tend to be the ones repeatedly praised for bringing project delivery, budgets, and team coordination into one workflow. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – centralizes ticketing, time tracking, billing, and reporting for service teams managing multiple client environments - [BigTime](https://www.g2.com/products/bigtime/reviews) – commonly used for straightforward time tracking, billing support, project reporting, and budget visibility - [Syncro](https://www.g2.com/products/syncro/reviews) – brings ticketing, billing, automation, and client management into one platform for service-focused teams ### Where to find the best professional services automation apps? Based on G2 reviews, the best place to evaluate Professional Services Automation software is by comparing recent verified user feedback on the workflows that matter most to your team. According to verified users, buyers should focus on patterns in reviews around time tracking, project management, billing, reporting, and resource planning rather than broad feature claims. G2 reviewers mention that strong products are the ones that consistently help teams replace spreadsheets, improve visibility into utilization, and streamline invoicing or customer delivery. For buyers researching this category, recent reviews are especially useful for identifying whether a platform feels intuitive, supports real operational reporting, and handles the specific mix of project, financial, and team management needs common in professional services organizations. ### What best professional services automation software for consultants? Based on G2 reviews, consultants evaluating Professional Services Automation software usually prioritize clear time tracking, project profitability visibility, billing support, and reporting that makes utilization easier to understand. According to verified users, the strongest tools help replace disconnected spreadsheets and bring project plans, timesheets, invoicing, and forecasting into one system. G2 reviewers mention that consultants also benefit from platforms that are easy to learn, flexible enough for different project types, and strong at surfacing budget health before issues grow. In this category, the best options for consultants are typically the products that consistently help teams manage client work, track effort accurately, and improve financial oversight without creating unnecessary administrative complexity. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – supports ticketing, time tracking, project visibility, billing, and reporting in one platform - [BigTime](https://www.g2.com/products/bigtime/reviews) – frequently praised for organized time entry, clear reports, and billing-friendly project hour tracking - [Syncro](https://www.g2.com/products/syncro/reviews) – combines ticketing, automation, invoicing, and client management for service-oriented consulting workflows ### Which PSA software is recommended for midsize tech companies? Based on G2 reviews, [Autotask](https://www.g2.com/products/autotask/reviews) stands out as the most recommended PSA software in this recent review set for midsize tech companies. According to verified users, it helps centralize ticketing, time tracking, billing, reporting, and client communication in one place, which is valuable for teams managing multiple customers and technician workloads. G2 reviewers mention strong automation, integrations with adjacent tools, and better visibility into workloads and service delivery history as key strengths. Reviewers also note tradeoffs such as a dated interface, extra clicks in some workflows, and a learning curve for newer users. For midsize teams that need broad operational coverage, recent feedback shows it is frequently chosen for depth and centralized control. ### What what's the top professional automation tool for freelancers? Based on G2 reviews, freelancers usually value Professional Services Automation software that is easy to learn, efficient for time entry, and helpful for invoicing or project tracking without a heavy setup burden. According to verified users, simpler workflows matter more than broad complexity for solo operators, especially when the goal is to track hours accurately, manage deliverables, and keep billing organized. G2 reviewers mention that many tools in this category are designed more for teams than solo consultants, so freelancers should pay close attention to ease of use, reporting clarity, and whether the system reduces administrative effort. Recent reviews suggest the strongest options for freelancers are those that make time tracking and billing straightforward while still offering enough visibility into project progress. ### What best service automation software for managing projects? Based on G2 reviews, the best service automation software for managing projects is usually the option that combines project setup, time tracking, resource visibility, billing readiness, and reporting in one workflow. According to verified users, strong project management outcomes come from tools that reduce manual follow-up, make task ownership clearer, and give teams early visibility into budget drift or workload issues. G2 reviewers mention that project-focused buyers should look for software that supports both day-to-day execution and financial oversight, not just task tracking alone. Across recent feedback, the most effective products are the ones helping teams keep projects organized, connect effort to invoicing, and provide a clearer picture of profitability and team utilization over time. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – brings project, ticketing, billing, and technician workload visibility together for structured service delivery - [BigTime](https://www.g2.com/products/bigtime/reviews) – supports project hour tracking, budget reporting, invoicing, and organized timesheet workflows - [Syncro](https://www.g2.com/products/syncro/reviews) – helps teams manage support work, automation, billing, and project-related service tasks in one place ### What leading professional services automation solutions? Based on G2 reviews, leading Professional Services Automation software solutions are typically the ones that repeatedly help teams unify project management, time entry, billing, forecasting, and reporting. According to verified users, products rise to the top when they create a single operational view instead of forcing teams to work across disconnected tools and spreadsheets. G2 reviewers mention that leading options in this category commonly support better utilization visibility, cleaner invoicing processes, and stronger control over project profitability. Buyers also pay attention to how quickly teams can adopt the software, how well it integrates with existing accounting or CRM workflows, and whether reporting is detailed enough to support both daily execution and higher-level operational planning. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – often used to centralize service desk work, time tracking, billing, and operational reporting - [BigTime](https://www.g2.com/products/bigtime/reviews) – known in recent reviews for structured timekeeping, reporting, invoicing support, and project visibility - [Syncro](https://www.g2.com/products/syncro/reviews) – combines remote management, ticketing, automation, and billing into a unified service operations platform ### What top PSA tools for IT services? Based on G2 reviews, top PSA tools for IT services are usually judged by how well they handle ticketing, automation, time tracking, client communication, and billing in a single system. According to verified users, IT-focused teams need strong integrations with adjacent tools, better visibility into technician workloads, and workflows that reduce manual effort across service delivery. G2 reviewers mention that the best-performing products in this use case are often praised for helping MSPs and IT service teams centralize operations, improve documentation, and keep support activity tied to billing or reporting. Recent reviews also show that buyers pay close attention to usability, search and reporting flexibility, and whether automation actually helps simplify recurring service work. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – widely used for MSP ticketing, billing, technician tracking, and service reporting - [Syncro](https://www.g2.com/products/syncro/reviews) – built around integrated RMM, ticketing, automation, invoicing, and remote support workflows - [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) – commonly chosen for ticketing, SLA tracking, billing automation, and MSP workflow customization ### What what's the best PSA software for small businesses? Based on G2 reviews, small businesses shopping for Professional Services Automation software usually care most about ease of use, fast setup, and a practical mix of time tracking, project visibility, and billing support. According to verified users, the best fit is often not the most complex platform, but the one that helps a small team stay organized without adding unnecessary overhead. G2 reviewers mention that smaller businesses benefit most from tools that make hours easier to capture, reduce manual invoicing work, and improve visibility into budgets and team workload. Recent feedback suggests buyers in this segment should prioritize intuitive workflows, clear reporting, and enough flexibility to support growth without requiring heavy administration from day one. ### What best automation software for service firms? Based on G2 reviews, the best automation software for service firms is usually the software that connects delivery work with billing, resource planning, and reporting instead of handling each area separately. According to verified users, service firms get the most value from platforms that automate repetitive workflows, improve visibility into project health, and make time tracking and invoicing less manual. G2 reviewers mention that good automation in this category often shows up in reminders, task workflows, reporting, scheduling support, and better alignment between operational activity and financial outcomes. Across recent reviews, buyers consistently favor tools that help service teams stay organized, reduce administrative effort, and make it easier to understand utilization, profitability, and customer work in real time. **Here are some of the top-rated products on G2:** - [Autotask](https://www.g2.com/products/autotask/reviews) – automates service desk workflows, recurring billing support, reporting, and technician coordination - [Syncro](https://www.g2.com/products/syncro/reviews) – supports automated maintenance, ticket creation, billing, and client communication for IT service operations - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) – helps service teams standardize onboarding, automate project workflows, and improve customer-facing delivery visibility ## G2 Grid® for Professional Services Automation Software ![G2 Grid® for Professional Services Automation Software plotting products by satisfaction and market presence](https://www.g2.com/categories/professional-services-automation/grids.png?focus%5B%5D=1532&focus%5B%5D=929&focus%5B%5D=21135&focus%5B%5D=1646&focus%5B%5D=152187&focus%5B%5D=51154&focus%5B%5D=104559&focus%5B%5D=19175) Highlighted products: BigTime, Autotask, Keka, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), Rocketlane, CMap, Deltek Vantagepoint, and SAP Cloud ERP (SAP S/4HANA Cloud). Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=bigtime&focus%5B%5D=autotask&focus%5B%5D=keka&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=rocketlane-corp&focus%5B%5D=cmap&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&segment=mid-market) ## How Many Professional Services Automation Software Products Does G2 Track? **Total Products under this Category:** 139 ### Category Stats (Jul 2026) - **Average Rating**: 4.29/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Project Insight (+0.79%) - Among all products in this category, Project Insight recorded the largest rating increase compared to last month *Last updated: July 17, 2026* ## How Does G2 Rank Professional Services Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 24,600+ Authentic Reviews - 139+ 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. --- **Sponsored** ### Wrike Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. 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Monitor the performance of different types of portfolios and programs. **Top-rated Professional Services Automation Software for Portfolio Performance:** - [Autotask](https://www.g2.com/products/autotask/reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - [CMap](https://www.g2.com/products/cmap/reviews) [Explore Professional Services Automation Software with Portfolio Performance](https://www.g2.com/categories/professional-services-automation/f/portfolio-performance) ### What are the Best Professional Services Automation Software with Portfolio Definition? Define multiple types of portfolios for projects, programs, and services. **Top-rated Professional Services Automation Software for Portfolio Definition:** - [Autotask](https://www.g2.com/products/autotask/reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - [CMap](https://www.g2.com/products/cmap/reviews) [Explore Professional Services Automation Software with Portfolio Definition](https://www.g2.com/categories/professional-services-automation/f/portfolio-definition) ### What are the Best Professional Services Automation Software with Project Accounting? Deliver features to track and manage costs and revenues by project. **Top-rated Professional Services Automation Software for Project Accounting:** - [Autotask](https://www.g2.com/products/autotask/reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - [CMap](https://www.g2.com/products/cmap/reviews) [Explore Professional Services Automation Software with Project Accounting](https://www.g2.com/categories/professional-services-automation/f/project-accounting) ### What are the Best Professional Services Automation Software with Payments? Accepts multiple types of payments from clients and match with invoices. **Top-rated Professional Services Automation Software for Payments:** - [Autotask](https://www.g2.com/products/autotask/reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - [CMap](https://www.g2.com/products/cmap/reviews) [Explore Professional Services Automation Software with Payments](https://www.g2.com/categories/professional-services-automation/f/payments) ### What are the Best Professional Services Automation Software with Portfolio Mix? Create the optimal mix of portfolios to achieve operational and financial goals. **Top-rated Professional Services Automation Software for Portfolio Mix:** - [Autotask](https://www.g2.com/products/autotask/reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - [CMap](https://www.g2.com/products/cmap/reviews) [Explore Professional Services Automation Software with Portfolio Mix](https://www.g2.com/categories/professional-services-automation/f/portfolio-mix) ## What Are the Top-Rated Professional Services Automation Software Products in 2026? ### 1. [BigTime](https://www.g2.com/products/bigtime/reviews) BigTime Software: The AI-powered professional services platform enabling intelligent decisions and delivering profitable growth. Too many firms rely on disconnected quoting tools, spreadsheets, and manual handoffs between sales and delivery. This creates misaligned expectations, margin erosion, and frustrated clients. BigTime changes that. We unify the entire professional services journey—from scoping and quoting to staffing and invoicing—so you can sell with confidence, deliver with precision, and grow with profitability.
 BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-making by delivering the information you need, when you need it. By streamlining project operations, maximizing resource utilization, accelerating the account receivable cycle, and connecting scattered data sources, BigTime makes it easier for professional services firms to scale and grow. With 2,800+ customers and 20+ years of experience, BigTime is built to get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges while scaling with you for tomorrow’s opportunities. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,696 **How Do G2 Users Rate BigTime?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 8.1/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind BigTime?** - **Seller:** [BigTime](https://www.g2.com/sellers/bigtime) - **Company Website:** https://bigtime.net/ - **Year Founded:** 2002 - **HQ Location:** Chicago, IL - **Twitter:** @BigTimeSoftware (2,744 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1457823/ (168 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Office Manager, President - **Top Industries:** Accounting, Architecture & Planning - **Company Size:** 74% Small-Business, 19% Mid-Market #### What Are BigTime's Pros and Cons? **Pros:** - Ease of Use (111 reviews) - Time Tracking (87 reviews) - User Interface (51 reviews) - Tracking Ease (48 reviews) - Time-saving (44 reviews) **Cons:** - Missing Features (24 reviews) - Time-Consuming (19 reviews) - Learning Curve (17 reviews) - Manual Entry (16 reviews) - Software Bugs (16 reviews) ### What Do G2 Reviewers Say About BigTime? *AI-generated summary from verified user reviews* **Pros:** - Users value BigTime for its **ease of use** , making time tracking and project management straightforward and efficient. - Users appreciate the **user-friendly time tracking** in BigTime, praising its ease of implementation and resource management capabilities. - Users appreciate the **user-friendly interface** of BigTime, making time tracking and management straightforward and efficient. - Users value the **ease of tracking** in BigTime, appreciating its user-friendly interface and straightforward expense management. - Users value the **time-saving features** of BigTime, enabling efficient tracking and streamlined project management. **Cons:** - Users find the **missing features** , like expense duplication and specific dashboards, hinder efficiency and usability. - Users find that **logging expenses can become time-consuming** due to the repetitive entry of similar items. - Users find the **learning curve steep** due to unintuitive navigation and rigid task management, complicating customization and workflows. - Users find the **manual entry process cumbersome** , facing issues with comments disappearing and clunky UI for time input. - Users experience **software bugs** that disrupt billing and make reporting and time entry less efficient. #### What Are Recent G2 Reviews of BigTime? **"[Convenient time tracking wherever I work](https://www.g2.com/survey_responses/bigtime-review-13123210)"** **Rating:** 5.0/5.0 stars *— Ching-Te Earl P.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-13123210) --- **"[Easy to use](https://www.g2.com/survey_responses/bigtime-review-13000892)"** **Rating:** 4.5/5.0 stars *— Swapnil R.* [Read full review](https://www.g2.com/survey_responses/bigtime-review-13000892) --- #### 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 ### 2. [Autotask](https://www.g2.com/products/autotask/reviews) Autotask is the intelligent, unified PSA platform that powers high-performing MSP operations. It connects tickets, time, projects, contracts and billing in one seamless workflow — eliminating manual effort, reducing technician friction and ensuring every billable hour is captured automatically. With built-in automation and real-time visibility, Autotask streamlines service delivery, improves profitability and turns operational data into actionable dashboards that drive accountability and demonstrate value. Trusted by growing MSPs worldwide, Autotask helps teams deliver faster, more consistent service while maintaining clarity and control across every part of the business. **Average Rating:** 4.3/5.0 **Total Reviews:** 606 **How Do G2 Users Rate Autotask?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.7/10 (Category avg: 7.9/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Autotask?** - **Seller:** [Kaseya](https://www.g2.com/sellers/kaseya) - **Company Website:** https://www.kaseya.com/ - **Year Founded:** 2000 - **HQ Location:** Miami, FL - **Twitter:** @KaseyaCorp (17,411 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/kaseya/ (5,471 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Owner - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 68% Small-Business, 28% Mid-Market #### What Are Autotask's Pros and Cons? **Pros:** - Ease of Use (65 reviews) - Integrations (49 reviews) - Ticket Management (43 reviews) - Automation (30 reviews) - Easy Integrations (24 reviews) **Cons:** - Complex Usability (24 reviews) - Learning Curve (18 reviews) - Missing Features (17 reviews) - Limited Functionality (16 reviews) - Not User-Friendly (16 reviews) ### What Do G2 Reviewers Say About Autotask? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Autotask, enjoying its intuitive interface and accessible features for efficiency. - Users value the **seamless integrations** of Autotask, ensuring efficient workflows and effective ticket management. - Users appreciate the **smart summaries and user-friendly interface** of Autotask, enhancing efficient ticket management and workflow. - Users appreciate the **automation features** of Autotask, which enhance efficiency and streamline daily operations. - Users value the **easy integrations** of Autotask, enhancing their workflow and connectivity with other tools effectively. **Cons:** - Users find the **complex usability** of Autotask overwhelming, especially with the multitude of options and a dated interface. - Users often find the **steep learning curve** adds complexity, making proper setup and understanding crucial for success. - Users note the **missing features** in Autotask, particularly in project management and automation capabilities. - Users find Autotask's **limited functionality** frustrating, noting the need for improvements in project workflows and integrations. - Users find Autotask's interface **not user-friendly** , with an outdated layout and unintuitive navigation affecting usability. #### What Are Recent G2 Reviews of Autotask? **"[Autotask: A Reliable, Centralized Hub with Strong Ticket Workflow Customization](https://www.g2.com/survey_responses/autotask-review-12875667)"** **Rating:** 4.0/5.0 stars *— Darren .* [Read full review](https://www.g2.com/survey_responses/autotask-review-12875667) --- **"[Flexible Automation and Reporting That Streamlines Workflows](https://www.g2.com/survey_responses/autotask-review-13078501)"** **Rating:** 4.0/5.0 stars *— Tara G.* [Read full review](https://www.g2.com/survey_responses/autotask-review-13078501) --- #### 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 ### 3. [Keka](https://www.g2.com/products/keka/reviews) Keka is a global People and Project Operations Platform designed for growing businesses to align teams, drive performance, and streamline HR, payroll, and project delivery. From hiring and onboarding to time tracking, performance reviews, payroll, and project billing, Keka brings everything together in one flexible, modular system that works across countries, roles, and industries. Built for real-world adoption across HR, finance, and delivery teams, Keka supports both desk and frontline workforces, simplifies compliance in every region, and offers project-level insights for service businesses. Whether you’re managing people, processing payroll, or running billable projects, Keka helps your business scale with clarity—not complexity. **Average Rating:** 4.4/5.0 **Total Reviews:** 2,035 **How Do G2 Users Rate Keka?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.8/10 (Category avg: 7.9/10) - **Workflow:** 8.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Keka?** - **Seller:** [Keka Technologies](https://www.g2.com/sellers/keka-technologies) - **Company Website:** https://www.keka.com - **Year Founded:** 2015 - **HQ Location:** Seattle, US - **Twitter:** @kekahr_official (1,155 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6417440/ (1,265 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** HR Manager, HR Executive - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Mid-Market, 20% Small-Business #### What Are Keka's Pros and Cons? **Pros:** - Ease of Use (805 reviews) - Customer Support (410 reviews) - User Interface (362 reviews) - Intuitive (343 reviews) - Payroll (343 reviews) **Cons:** - Limited Customization (156 reviews) - Poor Customer Support (145 reviews) - Limited Features (143 reviews) - Slow Loading (143 reviews) - Missing Features (119 reviews) ### What Do G2 Reviewers Say About Keka? *AI-generated summary from verified user reviews* **Pros:** - Users find KEKA's **user-friendly interface** and easy navigation enhance their HR management experience significantly. - Users commend the **excellent customer support** from Keka, particularly appreciating their responsiveness and training sessions. - Users appreciate Keka's **clean and intuitive UI** , which simplifies navigating HR functionalities and tracking employee information. - Users highlight Keka's **intuitive interface** , making it easy for everyone to navigate and utilize effectively. - Users value the **smooth payroll processing** of Keka, enhancing accuracy and efficiency in HR management. **Cons:** - Users find the **limited customization** of Keka frustrating, as it restricts tailoring the software to their needs. - Users report **poor customer support** with slow responses and inadequate handling, leading to significant frustration. - Users find Keka's **limited automation options** and notifications to be insufficient for their management needs. - Users express significant frustration with **slow loading** times and occasional lag that affect their overall experience. - Users note that Keka has **missing features** like flexible performance reviews and weak mobile app functionality. #### What Are Recent G2 Reviews of Keka? **"[Streamlined HR Tasks with Some Room for Improvement](https://www.g2.com/survey_responses/keka-review-13070476)"** **Rating:** 4.5/5.0 stars *— Mohammed S.* [Read full review](https://www.g2.com/survey_responses/keka-review-13070476) --- **"[Streamlines HR with Seamless Efficiency](https://www.g2.com/survey_responses/keka-review-8624783)"** **Rating:** 4.5/5.0 stars *— Akash C.* [Read full review](https://www.g2.com/survey_responses/keka-review-8624783) --- #### 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 - [What is KEKA software?](https://www.g2.com/discussions/what-is-keka-software) - 4 comments, 1 upvote ### 4. [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team – so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge – by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome – with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way — and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors — including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability. Leading organizations like Deloitte, Sage, and Hitachi trust Kantata, and our customers consistently achieve a 33% increase in on-time project delivery. **Average Rating:** 4.2/5.0 **Total Reviews:** 1,455 **How Do G2 Users Rate Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.3/10 (Category avg: 7.9/10) - **Workflow:** 7.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?** - **Seller:** [Kantata (formerly Mavenlink + Kimble)](https://www.g2.com/sellers/kantata-formerly-mavenlink-kimble) - **Company Website:** https://kantata.com - **Year Founded:** 2008 - **HQ Location:** Irvine, CA - **Twitter:** @GoKantata (11,518 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/gokantata/ (485 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 57% Mid-Market, 30% Small-Business #### What Are Kantata Professional Services Automation (formerly Mavenlink+ Kimble)'s Pros and Cons? **Pros:** - Project Management (35 reviews) - Project Tracking (28 reviews) - Ease of Use (27 reviews) - Reporting Efficiency (23 reviews) - Report Generation (20 reviews) **Cons:** - Complex Usability (17 reviews) - Learning Curve (16 reviews) - Not Intuitive (15 reviews) - Task Management (14 reviews) - Lack of Customization (12 reviews) ### What Do G2 Reviewers Say About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency and simplicity** of Kantata, enhancing their project management and workflow processes effectively. - Users value the **efficient project tracking** of Kantata, enhancing workflow and simplifying resource management processes. - Users appreciate the **user-friendly interface** of Kantata, making it easy to navigate and utilize its features. - Users value the **reporting efficiency** of Kantata, enhancing resource management and project tracking for better decision-making. - Users appreciate the **robust report generation** in Kantata, which enhances project tracking and simplifies financial management. **Cons:** - Users find the **complex usability** of Kantata PSA challenging, particularly regarding navigation and workflow efficiency. - Users face a challenging **learning curve** with the interface and data optimization, necessitating early and ongoing training. - Users find the interface **not intuitive** , making it challenging to track resources and necessary updates efficiently. - Users face **rigid task management** that lacks flexibility, making project tracking and input tedious and time-consuming. - Users find the **lack of customization** challenging, impacting their ability to tailor reports and insights effectively. #### What Are Recent G2 Reviews of Kantata Professional Services Automation (formerly Mavenlink+ Kimble)? **"[Game-Changer for Resource Management and Project Profitability](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-6929274)"** **Rating:** 5.0/5.0 stars *— T.J. D.* [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-6929274) --- **"[Ten years and counting](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-9529908)"** **Rating:** 5.0/5.0 stars *— Grace P.* [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-9529908) --- #### 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 - [What is a good project management software?](https://www.g2.com/discussions/kantata-cloud-for-professional-services-formerly-mavenlink-kimble-what-is-a-good-project-management-software) - 1 comment - [How much does MavenLink cost?](https://www.g2.com/discussions/how-much-does-mavenlink-cost) - 1 comment ### 5. [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. At the core of this is Nitro, Rocketlane's agentic execution layer: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA. **Average Rating:** 4.7/5.0 **Total Reviews:** 833 **How Do G2 Users Rate Rocketlane?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 9.0/10 (Category avg: 7.9/10) - **Workflow:** 9.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Rocketlane?** - **Seller:** [Rocketlane Corp](https://www.g2.com/sellers/rocketlane-corp-a131cbb6-f2af-4f5b-a775-6d3bc6cda8e6) - **Company Website:** https://www.rocketlane.com/ - **Year Founded:** 2020 - **HQ Location:** Walnut, US - **Twitter:** @RocketlaneHQ (1,470 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/rocketlane/ (290 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Customer Success Manager, Software Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Mid-Market, 28% Small-Business #### What Are Rocketlane's Pros and Cons? **Pros:** - Project Management (41 reviews) - Ease of Use (34 reviews) - Team Collaboration (29 reviews) - Project Tracking (26 reviews) - Task Management (25 reviews) **Cons:** - Missing Features (16 reviews) - Slow Performance (14 reviews) - Filtering Issues (10 reviews) - Learning Curve (10 reviews) - Limited Customization (10 reviews) ### What Do G2 Reviewers Say About Rocketlane? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **scope of features** in Rocketlane, streamlining onboarding and project management in one tool. - Users find Rocketlane incredibly easy to use, with **simple report generation** and flexible, customizable features. - Users value the **streamlined team collaboration** in Rocketlane, enhancing organization and communication across projects and stakeholders. - Users find **project tracking easy and efficient** with Rocketlane, enhancing organization and collaboration for better outcomes. - Users appreciate the **task management capabilities** of Rocketlane, enabling streamlined project setup and efficient team collaboration. **Cons:** - Users frequently note the **missing features** in Rocketlane, particularly the lack of customer health scoring and effective resourcing tools. - Users report **slow performance** during high workloads, complicating project understanding and overall implementation processes. - Users report **filtering issues** that complicate navigation and experience, along with significant bugs and poor search capabilities. - Users find the **learning curve challenging** , especially when navigating initial setup and implementation complexities without sufficient resources. - Users find **limited customization** options in Rocketlane, especially in reporting capabilities and customer portal metrics. #### What Are Recent G2 Reviews of Rocketlane? **"[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) --- **"[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) --- #### What Are G2 Users Discussing About Rocketlane? - [What is Rocketlane used for?](https://www.g2.com/discussions/what-is-rocketlane-used-for) ### 6. [CMap](https://www.g2.com/products/cmap/reviews) CMap is a PSA software that helps professional services firms, from consultancies to architecture & engineering practices, manage their people, projects, profits and more - all in one place. We help project-based businesses to move on from spreadsheets and retire homegrown, ad-hoc tools to give them complete visibility, clarity, and control over their firm. Whether it’s winning new business, delivering projects, resourcing, billing, or reporting, it can all be done in one easy-to-use platform. CMap is trusted by over 700 service firms around the globe, from executives, operations leaders, finance teams, and project managers, down to individual consultants and architects. We offer four distinct, sector-specific products: CMap Consulting Edition, CMap AEC edition, CMap PIM & CMap Mail. CMap goes far beyond traditional project management or CRM systems. It’s a modular, fully integrated, cloud-based platform designed to support your entire business lifecycle from the first client conversation to the final invoice. Our core features include: - CRM - Win more of the right work. Track opportunities, manage pipelines, and forecast revenue with accuracy. No more fragmented data or endless email chains. - Project Management - Deliver on time and on budget. Plan projects, allocate resources, and monitor progress with live budget-vs-actual insights and milestone tracking. - Resourcing & Capacity Planning - Match the right people to the right projects. Balance workloads, identify bottlenecks early, and make data-driven decisions about hiring and utilization. - Time & Expenses - Give your teams a simple, intuitive way to log time and expenses from any device. Improve compliance and capture billable time effortlessly. - Billing & Financials - Keep cash flowing and admin low. Automate invoicing, track WIP, manage revenue recognition, and connect seamlessly to your accounting software. - Reporting & Business Intelligence - See the full picture. Real-time dashboards and customizable reports turn data into insight, helping you make faster, more confident decisions. CMap helps professional services firms streamline operations, escape
Excel hell, & get back to doing what they do best. **Average Rating:** 4.4/5.0 **Total Reviews:** 290 **How Do G2 Users Rate CMap?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.4/10 (Category avg: 7.9/10) - **Workflow:** 7.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind CMap?** - **Seller:** [CMAP Software Ltd](https://www.g2.com/sellers/cmap-software-ltd) - **Company Website:** https://www.cmap.io/ - **Year Founded:** 2000 - **HQ Location:** Alderley Edge, GB - **Twitter:** @CMAPSoftware (396 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/cmap-software/ (223 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Director, Finance Manager - **Top Industries:** Architecture & Planning, Consulting - **Company Size:** 57% Small-Business, 41% Mid-Market #### What Are CMap's Pros and Cons? **Pros:** - Ease of Use (15 reviews) - Project Management (8 reviews) - Customer Support (7 reviews) - Intuitive (7 reviews) - Features (6 reviews) **Cons:** - Limited Features (7 reviews) - Integration Issues (6 reviews) - Limited Functionality (5 reviews) - Complex Usability (4 reviews) - Limitations (4 reviews) ### What Do G2 Reviewers Say About CMap? *AI-generated summary from verified user reviews* **Pros:** - Users find CMap's **ease of use** exceptional, streamlining project tracking and enhancing clarity in information management. - Users value the **ease of use** of CMap for project management, citing clear organization and efficient tracking. - Users value the **responsive customer support** from CMap, enhancing their experience and facilitating smooth onboarding. - Users appreciate the **intuitive interface** of CMap, enabling efficient navigation and management of complex processes. - Users love CMap for its **intuitive organization and visual mapping** , simplifying complex information and enhancing project tracking. **Cons:** - Users find the **limited features** of CMap, particularly in reporting and integrations, to be quite frustrating. - Users struggle with **integration issues** , finding challenges in connecting tools like Xero and cross-functional reporting. - Users find the **limited functionality** of CMap frustrating, especially regarding reporting and integration complexities. - Users find the **report builder complex and unintuitive** , hindering effective data visualization and user experience. - Users find **limitations in reporting and design consistency** , hindering effective data retrieval and overall user experience. #### What Are Recent G2 Reviews of CMap? **"[CMAP recommendation](https://www.g2.com/survey_responses/cmap-review-9539237)"** **Rating:** 5.0/5.0 stars *— Andrea T.* [Read full review](https://www.g2.com/survey_responses/cmap-review-9539237) --- **"[Flexible Report Builder and Fast, Helpful Support](https://www.g2.com/survey_responses/cmap-review-13103504)"** **Rating:** 5.0/5.0 stars *— Carrie-Ann S.* [Read full review](https://www.g2.com/survey_responses/cmap-review-13103504) --- #### What Are G2 Users Discussing About CMap? - [What is CMap used for?](https://www.g2.com/discussions/what-is-cmap-used-for) ### 7. [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) Deltek Vantagepoint is an AI-powered, project-based ERP that helps architecture, engineering, and consulting firms manage projects and financials in one application — so teams gain clarity, speed, and profitability across the entire project lifecycle. It connects pipeline, people, projects, and financials from pursuit through to project closeout, eliminating handoffs and data silos. With embedded AI, predictive insights, and intuitive workflows, Vantagepoint enables firms to win the right work, plan smarter, deliver profitable projects, and close the month faster. Best for: Professional services firms in architecture, engineering, and consulting that need a single ERP built for the way project-based businesses actually work — not a generic system with project features bolted on. Use cases:  Build a healthier pipeline by connecting client, pursuit, and resource intelligence in one CRM  Assign the right people to the right projects by balancing workloads and forecasting demand  Keep projects on track with predictive metrics, project-specific KPIs, and automated notifications  Speed up billing cycles and improve cash flow with automated invoice approvals and interactive billing  Simplify time entry and expense capture using AI-powered Timesheet Assist and intelligent character recognition Key Features:  Ask Dela — the AI orchestrator that answers questions, surfaces insights, and completes tasks  Smart Summaries for firms and projects — concise, AI-generated executive briefings  Interactive dashboards and KPIs with Deltek Clarity A&E industry benchmarks  Resource management with skills-based search, capacity planning, and Gantt-based project scheduling  Automated AP invoice processing, draft invoice markups, and Vantagepoint Payments for AR and AP automation Why project-based firms choose Vantagepoint:  One application replaces disconnected systems across the full project lifecycle. Vantagepoint connects pipeline, resource planning, project delivery, and financials — eliminating the data gaps and duplicate work caused by stitching separate tools together.  AI is embedded where teams already work — not added as a separate tool. Ask Dela, Smart Summaries, Dela Insights, Timesheet Assist, and intelligent character recognition operate inside daily workflows to reduce manual effort and surface insights at the point of decision.  Purpose-built for architecture, engineering, and consulting firms. Workflows, financial structures, and reporting are designed around project- based operations — including multi-company, multi-currency project financials — so firms do not need to force-fit a generic ERP. Used by: Architecture, engineering, and consulting firms — from growing practices to large multi-office enterprises — rely on Vantagepoint to run their project-based operations. 98% of the Top 500 Architecture and Engineering firms rely on Deltek, and more than 2,000 companies run their business on Vantagepoint. **Average Rating:** 4.1/5.0 **Total Reviews:** 671 **How Do G2 Users Rate Deltek Vantagepoint?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.1/10 (Category avg: 7.9/10) - **Workflow:** 7.4/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Deltek Vantagepoint?** - **Seller:** [Deltek](https://www.g2.com/sellers/deltek) - **Company Website:** https://www.deltek.com/ - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek (6,574 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/163414/ (4,828 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Accountant - **Top Industries:** Architecture & Planning, Civil Engineering - **Company Size:** 62% Mid-Market, 16% Small-Business #### What Are Deltek Vantagepoint's Pros and Cons? **Pros:** - Ease of Use (102 reviews) - Project Management (69 reviews) - Features (58 reviews) - Customizability (37 reviews) - Reporting Efficiency (35 reviews) **Cons:** - Missing Features (36 reviews) - Poor Reporting (33 reviews) - Complex Usability (31 reviews) - Access Limitations (25 reviews) - Learning Curve (25 reviews) ### What Do G2 Reviewers Say About Deltek Vantagepoint? *AI-generated summary from verified user reviews* **Pros:** - Users value the **exceptional ease of use** of Deltek Vantagepoint, enhancing operational efficiency and simplifying project management. - Users value the **exceptional ease of project tracking** in Deltek Vantagepoint, significantly boosting operational efficiency and planning. - Users appreciate the **ease of use and functionality** of Deltek Vantagepoint, enhancing productivity with efficient processes. - Users appreciate the **customizability** of Deltek Vantagepoint, enabling personalized financial and operational insights through custom fields and dashboards. - Users value the **reporting efficiency** of Deltek Vantagepoint, facilitating streamlined data management for various users. **Cons:** - Users find that Deltek Vantagepoint has **missing features** like backup documentation attachment and improved workflow setups, among other issues. - Users express frustration with the **poor reporting** capabilities of Deltek Vantagepoint, complicating data analysis and workflow efficiency. - Users find the **complex usability** of Deltek Vantagepoint frustrating, especially with mobile and reporting functionalities. - Users face **access limitations** that hinder functionality, including permission barriers and inflexible reporting options. - Users encounter a **steep learning curve** with Deltek Vantagepoint, requiring extensive time for setup and customization. #### What Are Recent G2 Reviews of Deltek Vantagepoint? **"[User-Friendly Interface, Enhances Project Management](https://www.g2.com/survey_responses/deltek-vantagepoint-review-13078141)"** **Rating:** 5.0/5.0 stars *— Leah W.* [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-13078141) --- **"[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) --- #### 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 - [Is VantagePoint software any good?](https://www.g2.com/discussions/is-vantagepoint-software-any-good) - 1 comment - [What is Deltek VantagePoint?](https://www.g2.com/discussions/what-is-deltek-vantagepoint) - 1 comment ### 8. [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) SAP Cloud ERP (SAP S/4HANA Cloud) is a modular ERP designed for every business need, powered by AI and analytics. SAP Cloud ERP enables users to run mission-critical operations in real time from anywhere, introduce new business models in any industry, and expand globally. SAP Cloud ERP is a SaaS product and can also be deployed in a hybrid landscape for quicker time to value.​ SAP Cloud ERP is the foundational component of the SAP Business Suite, a seamlessly integrated system of applications, data, and AI that connects and optimizes every part of your business, enabling smarter decisions, real-time insights, and intelligent automation.​ **Average Rating:** 4.4/5.0 **Total Reviews:** 945 **How Do G2 Users Rate SAP Cloud ERP (SAP S/4HANA Cloud)?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.5/10 (Category avg: 7.9/10) - **Workflow:** 9.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind SAP Cloud ERP (SAP S/4HANA Cloud)?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** https://www.sap.com/ - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Consultant, Senior Consultant - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 48% Enterprise, 35% Mid-Market #### What Are SAP Cloud ERP (SAP S/4HANA Cloud)'s Pros and Cons? **Pros:** - Ease of Use (97 reviews) - Cloud-Based (76 reviews) - Functionality (73 reviews) - Efficiency (70 reviews) - Real-Time Data (68 reviews) **Cons:** - Complexity (67 reviews) - Learning Curve (62 reviews) - Learning Difficulty (58 reviews) - Complex Setup (52 reviews) - Limited Customization (47 reviews) ### 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** of SAP Cloud ERP, finding it straightforward and efficient for daily tasks. - Users value the **cloud-based architecture** of SAP S/4HANA Cloud, enhancing efficiency and reducing downtime significantly. - Users commend the **real-time processing and comprehensive functionalities** of SAP S/4HANA Cloud for efficiency in finance tasks. - Users appreciate the **efficiency** of SAP S/4HANA Cloud, benefiting from real-time data processing and streamlined financial management. - Users value the **real-time data capabilities** of SAP S/4HANA Cloud, enhancing decision-making and operational efficiency. **Cons:** - Users find SAP Cloud ERP **complex and restrictive** , especially regarding customization and the implementation process. - Users experience a **steep learning curve** with SAP Cloud ERP, making initial usage and adaptation quite challenging. - Users experience a **steep learning curve** with SAP Cloud ERP, often finding the interface overwhelming and complex for beginners. - Users note the **complex setup** of SAP Cloud ERP, often requiring extensive consulting support for initial implementation. - Users find the **limited customization options** in SAP S/4HANA Cloud restrictive, especially for industry-specific needs. #### What Are Recent G2 Reviews of SAP Cloud ERP (SAP S/4HANA Cloud)? **"[Unified Real-Time Insights That Make Operations More Efficient](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13104599)"** **Rating:** 4.5/5.0 stars *— Mr. Prakash G.* [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13104599) --- **"[SAP: A Complete Logistics Package with Powerful End-to-End Capabilities](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13058736)"** **Rating:** 5.0/5.0 stars *— Daniel G.* [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13058736) --- #### 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) - 2 comments - [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 - [What is SAP S/4HANA Manufacturing solutions used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-manufacturing-solutions-used-for) - 1 comment - [What are the benefits of SAP HANA?](https://www.g2.com/discussions/what-are-the-benefits-of-sap-hana) - 1 comment ### 9. [Wrike](https://www.g2.com/products/wrike/reviews) Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt **Average Rating:** 4.2/5.0 **Total Reviews:** 4,455 **How Do G2 Users Rate Wrike?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.0/10 (Category avg: 7.9/10) - **Workflow:** 8.7/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Wrike?** - **Seller:** [Wrike, Inc.](https://www.g2.com/sellers/wrike-inc) - **Company Website:** https://www.wrike.com - **Year Founded:** 2006 - **HQ Location:** San Diego, CA - **Twitter:** @wrike (13,574 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/612239/ (1,254 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Marketing Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 43% Mid-Market, 35% Small-Business #### What Are Wrike's Pros and Cons? **Pros:** - Project Management (477 reviews) - Team Collaboration (456 reviews) - Task Management (450 reviews) - Organization (383 reviews) - Ease of Use (331 reviews) **Cons:** - Learning Curve (305 reviews) - Not Intuitive (239 reviews) - Missing Features (203 reviews) - Limited Features (190 reviews) - Complex Usability (171 reviews) ### What Do G2 Reviewers Say About Wrike? *AI-generated summary from verified user reviews* **Pros:** - Users find Wrike to greatly enhance **project tracking and team collaboration** , boosting productivity and organization. - Users appreciate the **seamless team collaboration** in Wrike, enhancing productivity and simplifying project management processes. - Users appreciate the **effective task management** in Wrike, enhancing team collaboration and productivity through real-time updates. - Users value the **organization capabilities** of Wrike, enhancing task management and team collaboration effectively. - Users appreciate the **ease of use** of Wrike, streamlining task management and enhancing team collaboration effortlessly. **Cons:** - Users find Wrike has a steep **learning curve** , making initial navigation and usage quite challenging and overwhelming. - Users find Wrike's interface **not intuitive** , making it challenging to train others and leading to frequent user frustration. - Users find the **lack of built-in templates** and steep learning curve challenging, affecting workflow efficiency in Wrike. - Users find Wrike's **limited features** frustrating, desiring more templates and customizability for a smoother experience. - Users find Wrike's interface initially **overwhelming and complex** , making it challenging to navigate and utilize effectively. #### What Are Recent G2 Reviews of Wrike? **"[Makes Collaboration EASY](https://www.g2.com/survey_responses/wrike-review-10927348)"** **Rating:** 4.5/5.0 stars *— Kylee H.* [Read full review](https://www.g2.com/survey_responses/wrike-review-10927348) --- **"[Wrike Reduced Small Decision Bottlenecks Across Projects](https://www.g2.com/survey_responses/wrike-review-12897394)"** **Rating:** 4.0/5.0 stars *— Sakshi B.* [Read full review](https://www.g2.com/survey_responses/wrike-review-12897394) --- #### 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 - [What should you check for when selecting your tool for a project?](https://www.g2.com/discussions/what-should-you-check-for-when-selecting-your-tool-for-a-project) - [What are the features of project management?](https://www.g2.com/discussions/wrike-what-are-the-features-of-project-management) - 2 comments ### 10. [Scoro](https://www.g2.com/products/scoro/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 487 **How Do G2 Users Rate Scoro?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 8.6/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Scoro?** - **Seller:** [Scoro](https://www.g2.com/sellers/scoro) - **Company Website:** https://www.scoro.com - **Year Founded:** 2013 - **HQ Location:** London - **Twitter:** @ScoroSoftware (8,204 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/294623/ (143 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 66% Small-Business, 25% Mid-Market #### What Are Scoro's Pros and Cons? **Pros:** - Ease of Use (54 reviews) - Project Management (49 reviews) - Project Tracking (43 reviews) - Time Tracking (38 reviews) - Task Management (35 reviews) **Cons:** - Learning Curve (28 reviews) - Not Intuitive (13 reviews) - Missing Features (12 reviews) - Steep Learning Curve (12 reviews) - Complexity (11 reviews) ### What Do G2 Reviewers Say About Scoro? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for various tasks. - Users value Scoro for its **integrated project management capabilities** , simplifying task tracking and business conversations significantly. - Users value the **comprehensive project tracking** in Scoro, enhancing management and profitability for their campaigns. - Users value the **efficient time tracking** feature of Scoro, enhancing productivity without adding complexity. - Users find the **task management features** of Scoro invaluable for integrating projects, budgets, and workflows in one platform. **Cons:** - Users find the **learning curve** challenging due to complexity and rigidity, impacting workflow efficiency during setup. - Users find Scoro's interface **not intuitive** , especially for tasks like creating PTO days and using the mobile app. - Users note the **missing features** in Scoro's mobile version and some integrations that limit functionality. - Users experience a **steep learning curve** with Scoro, challenging for new users due to its complexity and usability issues. - Users find Scoro's **complexity** necessitates extensive training, hindering the initial user experience despite its robust features. #### What Are Recent G2 Reviews of Scoro? **"[Absolutely essential for time and team management](https://www.g2.com/survey_responses/scoro-review-4620988)"** **Rating:** 4.5/5.0 stars *— Anna-Kaisa R.* [Read full review](https://www.g2.com/survey_responses/scoro-review-4620988) --- **"[Subtasks and dependencies made cross-functional delivery planning much easier](https://www.g2.com/survey_responses/scoro-review-13115286)"** **Rating:** 5.0/5.0 stars *— Yaroslav B.* [Read full review](https://www.g2.com/survey_responses/scoro-review-13115286) --- #### 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) - [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost) - [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software) ### 11. [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews) 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. **Average Rating:** 4.0/5.0 **Total Reviews:** 555 **How Do G2 Users Rate ConnectWise PSA?** - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.0/10 (Category avg: 7.9/10) - **Workflow:** 7.5/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind ConnectWise PSA?** - **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise) - **Company Website:** https://www.connectwise.com/ - **Year Founded:** 1982 - **HQ Location:** Tampa, FL - **Twitter:** @ConnectWise (14,926 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/48576/ (3,388 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** President, Network Engineer - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 66% Small-Business, 28% Mid-Market #### What Are ConnectWise PSA's Pros and Cons? **Pros:** - Ease of Use (36 reviews) - Integration (21 reviews) - Integrations (16 reviews) - Feature Richness (15 reviews) - Customer Support (13 reviews) **Cons:** - Learning Curve (24 reviews) - Poor Customer Support (16 reviews) - Complex Usability (15 reviews) - Missing Features (13 reviews) - Performance Issues (10 reviews) ### What Do G2 Reviewers Say About ConnectWise PSA? *AI-generated summary from verified user reviews* **Pros:** - Users find the **interface easy to use** , appreciating its simplicity and efficiency in managing tasks and tickets. - Users value the **seamless integration** with third-party software, enhancing customization and ease of use in their workflow. - Users appreciate the **extensive integrations** of ConnectWise PSA, enhancing automation and workflow across various applications. - Users appreciate the **rich feature set** of ConnectWise PSA, benefiting from comprehensive tools for management and organization. - Users appreciate the **responsive customer support** from ConnectWise PSA, enhancing their experience with effective assistance. **Cons:** - Users find the **learning curve steep** , making initial setup and adaptation to ConnectWise PSA quite challenging. - Users report **poor customer support** with slow response times and inadequate follow-up on escalated issues. - Users find **ConnectWise PSA's usability complex** , with a tedious configuration process that hampers effective management and forecasting. - Users express frustration with **missing features** in ConnectWise PSA, highlighting the need for better sales and documentation tools. - Users face significant **performance issues** with ConnectWise PSA, impacting workflow and overall satisfaction with the software. #### 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) --- **"[Great PSA system is you take the time to set it up according to your needs](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759) --- #### What Are G2 Users Discussing About ConnectWise PSA? - [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for) - [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for) - [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment - [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) ### 12. [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) 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. **Average Rating:** 4.3/5.0 **Total Reviews:** 644 **How Do G2 Users Rate Certinia PS Cloud?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Certinia PS Cloud?** - **Seller:** [Certinia](https://www.g2.com/sellers/certinia) - **Company Website:** https://certinia.com/ - **Year Founded:** 2009 - **HQ Location:** Austin, TX - **Twitter:** @CertiniaInc (12,206 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/certinia/ (981 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Salesforce Administrator, Project Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 53% Mid-Market, 36% Enterprise #### What Are Certinia PS Cloud's Pros and Cons? **Pros:** - Ease of Use (63 reviews) - Project Management (41 reviews) - Reporting (38 reviews) - User-Friendly (36 reviews) - Salesforce Integration (29 reviews) **Cons:** - Learning Curve (28 reviews) - Complex Usability (20 reviews) - Difficult Customization (17 reviews) - Slow Performance (17 reviews) - Missing Features (16 reviews) ### 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, enjoying seamless navigation and integrated project management. - Users value the **efficiency in project management** with Certinia PS Cloud, significantly saving time in operations. - Users value the **seamless reporting capabilities** of Certinia PS Cloud, enhancing efficiency throughout the professional-services lifecycle. - Users value the **user-friendly integration** of Certinia PS Cloud, simplifying management of projects and resources effectively. - Users value the **native Salesforce integration** of Certinia PS Cloud, enhancing seamless functionality across various business sizes. **Cons:** - Users find the **learning curve steep** with Certinia PS Cloud, citing challenges in understanding the software without formal training. - Users find the **complex usability** of Certinia PS Cloud challenging, especially with its steep learning curve and cluttered interface. - Users find **difficult customization** of Certinia PS Cloud hampers efficiency, requiring extensive skills and time for configuration. - Users experience **slow performance** with Certinia PS Cloud, leading to frustrations in functionality and productivity challenges. - Users find the **missing features** in Certinia PS Cloud limit usability and resource management capabilities. #### What Are Recent G2 Reviews of Certinia PS Cloud? **"[Automated Project Management Tool within the Clouds](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7287486)"** **Rating:** 4.5/5.0 stars *— Yassin O.* [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7287486) --- **"[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) --- #### 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 - [What is a PSA platform?](https://www.g2.com/discussions/financialforce-psa-what-is-a-psa-platform) - 1 comment - [What is FinancialForce PSA?](https://www.g2.com/discussions/what-is-financialforce-psa) - 3 comments ### 13. [SuiteProjects Pro](https://www.g2.com/products/suiteprojects-pro/reviews) 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. **Average Rating:** 3.7/5.0 **Total Reviews:** 225 **How Do G2 Users Rate SuiteProjects Pro?** - **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.5/10 (Category avg: 7.9/10) - **Workflow:** 8.6/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind SuiteProjects Pro?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Company Website:** https://www.oracle.com/middleware/technologies/api-manager.html - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Mid-Market, 29% Enterprise #### What Are SuiteProjects Pro's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Intuitive (1 reviews) - Invoicing (1 reviews) - Project Management (1 reviews) - Reporting Efficiency (1 reviews) **Cons:** - Bug Issues (1 reviews) - Complex Usability (1 reviews) - Difficult Setup (1 reviews) - Learning Curve (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About SuiteProjects Pro? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of SuiteProjects Pro, allowing efficient project management and task assignments. - Users value the **intuitive nature** of SuiteProjects Pro, facilitating effective governance and resource management for project managers. - Users appreciate the **invoicing capabilities** of SuiteProjects Pro, facilitating easy tracking of billable hours for clients. - Users appreciate the **stable platform and robust project management features** of SuiteProjects Pro for efficient task handling. - Users appreciate the **reporting efficiency** of SuiteProjects Pro, benefiting from enhanced insights without sacrificing usability. **Cons:** - Users encounter **bug issues** with the UI, making it finicky and sometimes unresponsive, which detracts from the experience. - Users find the **interface complex** , highlighting the need for a more flexible reporting feature and better integration. - Users face a **difficult setup** initially, but the software proves effective for enterprise project management once configured. - Users find the **initial learning curve and setup complexity** challenging, but the system performs well once established. - Users note the **missing features** in SuiteProjects Pro, wishing for enhanced flexibility and AI integration options. #### What Are Recent G2 Reviews of SuiteProjects Pro? **"[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) --- **"[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) --- #### 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) - [What is NetSuite OpenAir?](https://www.g2.com/discussions/what-is-netsuite-openair) - [What is OpenAir software?](https://www.g2.com/discussions/what-is-openair-software) ### 14. [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews) 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. **Average Rating:** 4.3/5.0 **Total Reviews:** 776 **How Do G2 Users Rate Deltek Replicon Time?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.1/10 (Category avg: 7.9/10) - **Workflow:** 7.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Deltek Replicon Time?** - **Seller:** [Deltek](https://www.g2.com/sellers/deltek) - **Company Website:** https://www.deltek.com/ - **Year Founded:** 1983 - **HQ Location:** Herndon, VA - **Twitter:** @Deltek (6,574 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/163414/ (4,828 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Office Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 43% Mid-Market, 41% Small-Business #### What Are Deltek Replicon Time's Pros and Cons? **Pros:** - Ease of Use (19 reviews) - Time Tracking (16 reviews) - Features (13 reviews) - Efficiency (9 reviews) - Customer Support (8 reviews) **Cons:** - Reporting Issues (9 reviews) - Limited Customization (8 reviews) - Data Management (5 reviews) - Learning Curve (5 reviews) - Limited Features (5 reviews) ### What Do G2 Reviewers Say About Deltek Replicon Time? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Deltek Replicon Time, citing its straightforward interface and quick navigation. - Users appreciate the **straightforward time tracking** of Deltek Replicon Time, simplifying project management and organization. - Users appreciate the **user-friendly interface** of Deltek Replicon Time, enabling efficient tracking and management of projects and time. - Users commend the **efficiency** of Deltek Replicon Time, streamlining project management and time tracking effortlessly. - Users value the **excellent customer support** from Deltek Replicon Time, noting prompt resolutions and outstanding service. **Cons:** - Users face **reporting issues** with Deltek Replicon Time, impacting accuracy and customization options in their experience. - Users express frustration over **limited customization** options in Deltek Replicon, hindering their ability to tailor the system effectively. - Users find the **data management** to be lacking, with issues like empty timesheets and unhelpful logs. - Users find the **learning curve steep** , noting that initial setup and reporting features can be complex. - Users find the **limited features** of Deltek Replicon Time hinder effective organization and accurate reporting. #### What Are Recent G2 Reviews of Deltek Replicon Time? **"[Intuitive Time Management That Boosts Productivity and Cuts Billing Errors](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319)"** **Rating:** 4.0/5.0 stars *— Ryan K.* [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319) --- **"[Simple, Web-Based UI You Can Access Anywhere](https://www.g2.com/survey_responses/deltek-replicon-time-review-13029867)"** **Rating:** 4.5/5.0 stars *— Chris P.* [Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-13029867) --- #### 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 a PSA in technology?](https://www.g2.com/discussions/what-is-a-psa-in-technology) - 2 comments - [What is Replicon software?](https://www.g2.com/discussions/what-is-replicon-software) - 2 comments ### 15. [PSOHUB.](https://www.g2.com/products/psohub/reviews) PSOhub is PSA software purpose-built for professional services organizations: IT firms, consultancies, marketing agencies, and financial services teams. It covers the entire delivery cycle in one connected platform, from quoting and project management through resource and capacity planning, time and expense tracking, and invoicing. Built by a founding team with over 30 years of combined experience in professional services, and trusted by organizations across 40+ countries. From quote to project When a quote is accepted, the project is ready to start. Tasks are structured, budgets are set, and the team is assigned. Project managers get a real-time view of task progress, budget burn, and margin at every stage, so there are no surprises at month-end. Most professional services teams run 6 to 10 separate tools. PSOhub replaces that stack so data flows without manual handovers at every step. Resource and capacity planning The AI scheduling layer automatically assigns and reschedules resources based on skills, live capacity, and current utilization. When someone hits full utilization, the system flags it and suggests moving tasks to another team member with headroom. Keeping utilization high without blowing deadlines used to mean constant manual oversight. With PSOhub, it largely handles itself. Time and expense tracking Time and expenses connect directly to each project's budget and contract type. Whether billing fixed-fee, time and material, or retainer, hours log against the right scope and invoices generate without a manual reconciliation step. AI project and risk management The AI Copilot generates a full project plan, including financials, team assignment, and timeline, in around 10 seconds, drawing on the organization's own historical data rather than generic benchmarks. It monitors margins continuously, flags scope creep early, including situations like a senior consultant logging hours on a junior task, and generates risk assessments with concrete recommended actions. Integrations For teams using HubSpot as their CRM, a native two-way integration connects closed deals directly to projects, with time logs flowing back to the CRM. Also integrates with SAP Business One, QuickBooks, Xero, and Salesforce. Works for organizations of 10 to 1,000+. **Average Rating:** 4.2/5.0 **Total Reviews:** 209 **How Do G2 Users Rate PSOHUB.?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.3/10 (Category avg: 7.9/10) - **Workflow:** 7.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind PSOHUB.?** - **Seller:** [PSOHUB.](https://www.g2.com/sellers/psohub) - **Company Website:** https://www.psohub.com/ - **Year Founded:** 2020 - **HQ Location:** Bussum, North Holland, Netherlands - **Twitter:** @PSOhub (38 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/64996832/ (16 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Consulting, Marketing and Advertising - **Company Size:** 66% Small-Business, 32% Mid-Market #### What Are PSOHUB.'s Pros and Cons? **Pros:** - Ease of Use (44 reviews) - Time Tracking (38 reviews) - Project Management (29 reviews) - Project Tracking (26 reviews) - Intuitive (21 reviews) **Cons:** - Not Intuitive (15 reviews) - Limited Customization (11 reviews) - Limited Features (10 reviews) - Time Tracking Issues (10 reviews) - Complex Usability (9 reviews) ### What Do G2 Reviewers Say About PSOHUB.? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of PSOhub, highlighting its smooth navigation and efficient project management capabilities. - Users praise the **easy time tracking** and streamlined project management of PSOhub, enhancing efficiency and productivity. - Users appreciate the **ease of use** of PSOHUB, benefiting from its intuitive interface and efficient project management. - Users value the **ease of project tracking** with PSOHUB, appreciating its intuitive interface and time-saving capabilities. - Users love the **intuitive interface** of PSOHUB, making task organization and time tracking straightforward and efficient. **Cons:** - Users find PSOHUB **not intuitive** , struggling with navigation and feature understanding without proper guidance. - Users find the **limited customization** options in PSOHUB restricting, affecting their ability to tailor the system effectively. - Users experience **limited features** in PSOhub, especially in customization and connectivity, hindering overall usability and efficiency. - Users face **time tracking issues** with PSOHUB that complicate task management and hinder progress visibility. - Users find the **complex usability** of PSOHUB challenging initially, requiring time and support to navigate effectively. #### What Are Recent G2 Reviews of PSOHUB.? **"[PSOHUB Boosts Productivity with Intuitive Drag-and-Drop and Real-Time Collaboration](https://www.g2.com/survey_responses/psohub-review-12819605)"** **Rating:** 5.0/5.0 stars *— Muhammad Ganda R.* [Read full review](https://www.g2.com/survey_responses/psohub-review-12819605) --- **"[PSOhub: All-in-One Project Management That Boosts Team Productivity](https://www.g2.com/survey_responses/psohub-review-12754483)"** **Rating:** 4.5/5.0 stars *— M. Arghian T.* [Read full review](https://www.g2.com/survey_responses/psohub-review-12754483) --- #### What Are G2 Users Discussing About PSOHUB.? - [What is PSOHUB. used for?](https://www.g2.com/discussions/what-is-psohub-used-for) ### 16. [Ruddr Professional Services Automation](https://www.g2.com/products/ruddr-professional-services-automation/reviews) Ruddr is an AI-native Professional Services Automation (PSA) platform that helps professional services organizations manage project delivery, resource planning, financial operations, and business performance in a single system. The platform is designed for consulting firms, agencies, IT services companies, and other project-based organizations with 20 to 2,000 billable employees. Our software supports the full professional services lifecycle, including client management, project planning, budgeting, task management, resource allocation, time and expense tracking, invoicing, revenue recognition, forecasting, utilization tracking, gross margin analysis, and KPI reporting. The platform also supports more than 150 global currencies, making it suitable for firms operating across multiple regions, subsidiaries, and distributed teams. Ruddr Intelligence, the platform’s embedded AI functionality, enables users to analyze operational data, generate reports and visualizations, answer business questions, and identify trends using natural language prompts. Teams can use AI-powered workflows to reduce manual reporting, improve visibility into project and financial performance, and support faster operational decision-making. Users can also create downloadable custom reports and generate data visualizations for executive reporting and planning. Ruddr is designed to provide enterprise-level functionality with an intuitive user experience and flexible deployment options for growing and established services organizations that need operational visibility, financial oversight, and scalable project management capabilities. Key capabilities include: - Project management, budgeting, forecasting, and resource management - Time tracking, expense management, invoicing, and revenue recognition - AI-powered reporting, analytics, and operational insights through Ruddr Intelligence - Support for multi-currency operations and global professional services teams - Flexible subscription options with monthly or annual billing and free licenses for non-billable users **Average Rating:** 4.6/5.0 **Total Reviews:** 343 **How Do G2 Users Rate Ruddr Professional Services Automation?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.9/10 (Category avg: 7.9/10) - **Workflow:** 8.8/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 9.2/10 (Category avg: 10/10) **Who Is the Company Behind Ruddr Professional Services Automation?** - **Seller:** [Ruddr](https://www.g2.com/sellers/ruddr) - **Company Website:** https://www.ruddr.com - **Year Founded:** 2018 - **HQ Location:** Atlanta, Georgia, United States - **Twitter:** @RuddrHQ (52 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ruddr (24 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Software Engineer, Account Coordinator - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 53% Small-Business, 44% Mid-Market #### What Are Ruddr Professional Services Automation's Pros and Cons? **Pros:** - Ease of Use (38 reviews) - Time Tracking (25 reviews) - Intuitive (20 reviews) - User Interface (16 reviews) - Customer Support (15 reviews) **Cons:** - Report Customization (12 reviews) - Missing Features (11 reviews) - Limited Features (10 reviews) - Learning Curve (9 reviews) - Limited Customization (7 reviews) ### What Do G2 Reviewers Say About Ruddr Professional Services Automation? *AI-generated summary from verified user reviews* **Pros:** - Users emphasize the **ease of use** of Ruddr Professional Services Automation, appreciating its intuitive interface and quick deployment. - Users commend the **efficiency of time tracking** in Ruddr, enjoying its intuitive interface and seamless integration. - Users love the **intuitive interface** of Ruddr, enhancing project management and simplifying resource allocation effortlessly. - Users praise the **clean and intuitive interface** of Ruddr, which enhances project management and time tracking efficiency. - Users appreciate the **excellent customer support** from Ruddr, enhancing their overall experience and satisfaction. **Cons:** - Users express a need for improved **report customization** options in Ruddr, highlighting limitations in filtering and exporting data. - Users find **missing features** in Ruddr, such as limited PTO approval and inadequate project management tools, frustrating. - Users note the **limited features** of Ruddr, which can hinder customization and functionality for certain tasks. - Users find the **learning curve steep** for Ruddr Professional Services Automation, especially for first-time setup and advanced features. - Users note the **limited customization** options for reports and dashboards, hindering efficient project management and invoicing. #### What Are Recent G2 Reviews of Ruddr Professional Services Automation? **"[Affordable Ruddr with Excellent Support, Clear ROI, and Seamless QuickBooks Online Sync](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-13093498)"** **Rating:** 5.0/5.0 stars *— Denise L.* [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-13093498) --- **"[Intuitive Time Logging and Clear Reporting for Better Team Transparency](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12907642)"** **Rating:** 5.0/5.0 stars *— Keila G.* [Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12907642) --- #### What Are G2 Users Discussing About Ruddr Professional Services Automation? - [What is Ruddr used for?](https://www.g2.com/discussions/what-is-ruddr-used-for) - 1 comment ### 17. [Kytes](https://www.g2.com/products/kytes/reviews) Kytes PSA is a type of Professional Services Automation (PSA) software solution designed to help organizations digitize and automate their end-to-end project operations. This innovative software is particularly tailored for industries such as IT/ITES, Pharmaceuticals/Lifesciences, GCC, Professional Services, and Consulting, making it an ideal choice for businesses looking to streamline their project deliveries and enhance their product development lifecycle. The target audience for Kytes PSA includes project managers, team leaders, and executives in sectors that require efficient project management and operational excellence. By providing a comprehensive platform that integrates various project management functionalities, Kytes PSA enables teams to work both independently and collaboratively. This flexibility is essential for organizations that need to adapt to changing project requirements and ensure that all team members are aligned with project goals. Key features of Kytes PSA include advanced automation capabilities, which significantly reduce the time spent on manual tasks, thereby allowing teams to focus on strategic initiatives. The software enhances operational excellence by providing real-time insights and analytics, helping organizations make informed decisions based on data-driven metrics. Additionally, the platform maintains the highest compliance and security standards, ensuring that sensitive project information is protected while adhering to industry regulations. One of the standout benefits of Kytes PSA is its ability to optimize resources effectively. By automating routine processes and providing tools for better resource allocation, organizations can reduce costs and improve overall efficiency. Furthermore, the software supports the development of a robust project management culture within organizations, fostering a collaborative environment that encourages innovation and continuous improvement. This not only boosts revenue and margins but also positions organizations for long-term success in a competitive landscape. In summary, Kytes PSA is a powerful tool that empowers organizations to enhance their project management capabilities. By focusing on a people-first approach and leveraging AI-enabled automation, Kytes PSA stands out as a comprehensive solution for businesses aiming to improve their project operations and achieve greater operational efficiency. **Average Rating:** 4.4/5.0 **Total Reviews:** 66 **How Do G2 Users Rate Kytes?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.7/10 (Category avg: 7.9/10) - **Workflow:** 9.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 7.5/10 (Category avg: 10/10) **Who Is the Company Behind Kytes?** - **Seller:** [Kytes](https://www.g2.com/sellers/kytes) - **Company Website:** https://www.kytes.com/ - **Year Founded:** 2006 - **HQ Location:** Pune, Maharashtra - **LinkedIn® Page:** https://www.linkedin.com/company/productdossier-solutions-india-pvt-ltd/ (171 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 55% Mid-Market, 29% Enterprise #### What Are Kytes's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Project Management (7 reviews) - Project Tracking (5 reviews) - Resource Management (5 reviews) - Team Collaboration (5 reviews) **Cons:** - Slow Loading (3 reviews) - Slow Performance (3 reviews) - Learning Curve (2 reviews) - Limited Reporting (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About Kytes? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Kytes, highlighting its intuitive interface and smooth implementation process. - Users value the **comprehensive project management** features of Kytes, appreciating its centralized resource and task management. - Users value the **comprehensive project tracking** features of Kytes, enhancing project management and support experience. - Users appreciate the **comprehensive resource management** capabilities of Kytes, enhancing project delivery and visibility across projects. - Users value the **effective team collaboration** in Kytes, enhancing project management and support throughout the process. **Cons:** - Users experience **slow loading times** for reports and file uploads, leading to frustration and occasional crashes. - Users experience **slow performance** with report generation and file uploads, impacting overall efficiency and experience. - Users experience a **challenging learning curve** with Kytes due to confusing layouts, though support is helpful. - Users have noted **limited reporting** and integration options, suggesting the need for better analytics and data visualization. - Users find the **missing features** such as limited reporting and AI/ML integration frustrating and limiting. #### 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 ### 18. [SuperOps](https://www.g2.com/products/superops/reviews) SuperOps is a unified PSA+RMM platform built for MSPs of all shapes and sizes. SuperOps's platform is built on three principles 1. One for all, all-in-one If you can dream it, you can do it. SuperOps is the only unified MSP that will take the pain out of your everyday tasks. No more switching between five tools to complete one simple task. 2. Get tasks done while you’re asleep We are an automation-first platform. Automation sits at the center of everything we are building at SuperOps.ai. Our platform is designed to save at least three man-hours every week. That’s six days of vacation! Sit back, relax, and leave the grunt work to our platform. 3. Draws you in, blows your mind Our MSP software's human-centered design is beautiful and easy on the eyes. We took great care in crafting the UI because even the little things matter to us. Everything looks better, feels better you wish you had more stuff to do (just to hang out in the software). **Average Rating:** 4.4/5.0 **Total Reviews:** 197 **How Do G2 Users Rate SuperOps?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.8/10) - **Portfolio Performance:** 6.3/10 (Category avg: 7.9/10) - **Workflow:** 7.7/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind SuperOps?** - **Seller:** [SuperOps Inc](https://www.g2.com/sellers/superops-inc) - **Company Website:** https://superops.com/ - **Year Founded:** 2020 - **HQ Location:** Claymont, US - **LinkedIn® Page:** https://www.linkedin.com/company/superops-ai/about (178 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Director - **Top Industries:** Information Technology and Services, Computer & Network Security - **Company Size:** 85% Small-Business, 14% Mid-Market #### What Are SuperOps's Pros and Cons? **Pros:** - Ease of Use (78 reviews) - Customer Support (66 reviews) - Features (47 reviews) - User Interface (34 reviews) - Intuitive (32 reviews) **Cons:** - Missing Features (45 reviews) - Feature Issues (22 reviews) - Integration Issues (16 reviews) - Access Limitations (15 reviews) - Lack of Integrations (14 reviews) ### What Do G2 Reviewers Say About SuperOps? *AI-generated summary from verified user reviews* **Pros:** - Users find SuperOps to be **very easy to use** , appreciating its shallow learning curve and intuitive interface. - Users rave about the **exceptional customer support** of SuperOps, highlighting quick responses and helpful guidance every time. - Users appreciate the **ease of use and feature growth** of SuperOps, which enhances their MSP experience significantly. - Users praise the **attractive GUI design** of SuperOps, enhancing their IT support operations with ease and efficiency. - Users highlight the **intuitive interface** of SuperOps, making it easy to streamline workflows and manage operations effectively. **Cons:** - Users notice the **missing features** in SuperOps, particularly the lack of user signatures on tickets for proof of delivery. - Users point out **feature issues** in SuperOps, such as limited integrations and cumbersome workflows that need improvement. - Users note **integration issues** with SuperOps, suggesting improvements for smoother functionality and additional connectivity options. - Users face **access limitations** with SuperOps, including file preview issues and restrictions on uploading large files. - Users note a **lack of integrations** in SuperOps, suggesting improvements with additional connections to enhance functionality. #### What Are Recent G2 Reviews of SuperOps? **"[Modern, Fast-Evolving RMM with a Great UI and Strong Integrations](https://www.g2.com/survey_responses/superops-review-12985082)"** **Rating:** 4.5/5.0 stars *— Kevin J. W.* [Read full review](https://www.g2.com/survey_responses/superops-review-12985082) --- **"[All-in-One RMM + Ticketing That Powers Remote-First Automation](https://www.g2.com/survey_responses/superops-review-12986642)"** **Rating:** 5.0/5.0 stars *— Nick M.* [Read full review](https://www.g2.com/survey_responses/superops-review-12986642) --- ### 19. [Accelo](https://www.g2.com/products/accelo/reviews) Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins. **Average Rating:** 4.3/5.0 **Total Reviews:** 661 **How Do G2 Users Rate Accelo?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.1/10 (Category avg: 7.9/10) - **Workflow:** 8.6/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Accelo?** - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** https://www.accelo.com/ - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo (2,980 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/6652457/ (73 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 72% Small-Business, 25% Mid-Market #### What Are Accelo's Pros and Cons? **Pros:** - Ease of Use (34 reviews) - Project Management (29 reviews) - Efficiency (26 reviews) - Client Management (24 reviews) - Task Management (24 reviews) **Cons:** - Missing Features (20 reviews) - Learning Curve (19 reviews) - Limited Features (16 reviews) - Complexity (12 reviews) - Limited Customization (12 reviews) ### What Do G2 Reviewers Say About Accelo? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments. - Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks. - Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth. - Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth. - Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead. **Cons:** - Users express frustration over **missing features** in Accelo, impacting usability and complicating task management. - Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses. - Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance. - Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options. - Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs. #### What Are Recent G2 Reviews of Accelo? **"[Total control of projects and billing in an integrated and agile platform](https://www.g2.com/survey_responses/accelo-review-12720113)"** **Rating:** 4.0/5.0 stars *— Antonio H.* [Read full review](https://www.g2.com/survey_responses/accelo-review-12720113) --- **"[Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses](https://www.g2.com/survey_responses/accelo-review-11856029)"** **Rating:** 4.5/5.0 stars *— Ifeoma E.* [Read full review](https://www.g2.com/survey_responses/accelo-review-11856029) --- #### What Are G2 Users Discussing About Accelo? - [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment ### 20. [Teamwork.com](https://www.g2.com/products/teamwork-com/reviews) Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability, all in one platform. Headquartered in Cork, Ireland and founded by a team who have run an agency before, Teamwork.com has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 1,176 **How Do G2 Users Rate Teamwork.com?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 8.9/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Teamwork.com?** - **Seller:** [Teamwork](https://www.g2.com/sellers/teamwork) - **Company Website:** https://www.teamwork.com - **Year Founded:** 2007 - **HQ Location:** Cork - **Twitter:** @teamwork (1 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1042291/ (549 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Owner - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 57% Small-Business, 31% Mid-Market #### What Are Teamwork.com's Pros and Cons? **Pros:** - Project Management (44 reviews) - Task Management (44 reviews) - Team Collaboration (38 reviews) - Task Tracking (36 reviews) - Ease of Use (33 reviews) **Cons:** - Learning Curve (17 reviews) - Limited Features (14 reviews) - Complexity (13 reviews) - Missing Features (13 reviews) - Not Intuitive (12 reviews) ### What Do G2 Reviewers Say About Teamwork.com? *AI-generated summary from verified user reviews* **Pros:** - Users value the **comprehensive task tracking** of Teamwork.com, enhancing project management and resource utilization effectively. - Users value the **effective task management** capabilities of Teamwork.com, enhancing focus and project visibility. - Users appreciate the **effective team collaboration** features of Teamwork.com, enhancing productivity and project visibility. - Users appreciate the **comprehensive task tracking** of Teamwork.com, enhancing project visibility and resource management. - Users commend the **user-friendly interface** of Teamwork.com, which simplifies task management and improves team productivity. **Cons:** - Users find the **learning curve steep** , as the new UX and complex features can be overwhelming for newcomers. - Users find Teamwork.com suffers from **limited features** that hinder navigation and overall project management efficiency. - Users find the **setup process overly complex** , leading to frustrations and delays in utilizing Teamwork.com effectively. - Users note a **lack of critical features** in Teamwork.com, hoping for future improvements to enhance usability. - Users find some parts of Teamwork.com to be **not intuitive** , resulting in a learning curve for advanced features. #### What Are Recent G2 Reviews of Teamwork.com? **"[Managing Daily Tasks and Professional Workflow More Easily](https://www.g2.com/survey_responses/teamwork-com-review-12845447)"** **Rating:** 4.5/5.0 stars *— Ishan S.* [Read full review](https://www.g2.com/survey_responses/teamwork-com-review-12845447) --- **"[Keeping projects organized gets a whole lot easier with Teamwork](https://www.g2.com/survey_responses/teamwork-com-review-13059979)"** **Rating:** 5.0/5.0 stars *— Omar S.* [Read full review](https://www.g2.com/survey_responses/teamwork-com-review-13059979) --- #### What Are G2 Users Discussing About Teamwork.com? - [How teamwork is important?](https://www.g2.com/discussions/how-teamwork-is-important) - 1 comment - [How much does teamwork cost?](https://www.g2.com/discussions/how-much-does-teamwork-cost) - [How do you use teamwork projects?](https://www.g2.com/discussions/how-do-you-use-teamwork-projects) - [What is teamwork program?](https://www.g2.com/discussions/what-is-teamwork-program) ### 21. [BigTime Projector](https://www.g2.com/products/bigtime-projector/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 131 **How Do G2 Users Rate BigTime Projector?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 9.3/10 (Category avg: 7.9/10) - **Workflow:** 9.1/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind BigTime Projector?** - **Seller:** [BigTime](https://www.g2.com/sellers/bigtime) - **Year Founded:** 2002 - **HQ Location:** Chicago, IL - **Twitter:** @BigTimeSoftware (2,744 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1457823/ (168 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Management Consulting - **Company Size:** 49% Mid-Market, 40% Small-Business #### What Are Recent G2 Reviews of BigTime Projector? **"[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) --- **"[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) --- #### 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) ### 22. [Projectworks](https://www.g2.com/products/projectworks/reviews) Grow your firm, and your impact.
 Projectworks is AI-powered, operator-built professional services automation software for consulting firms that want to grow and make a difference. Bringing deals, proposals, time tracking, resourcing, invoicing, and forecasting together in one platform, it gives you the visibility to see what’s working, fix what’s not, and scale your firm with confidence. Projectworks was built by consultants who know what it’s like to lose hours to spreadsheets and billing chaos. Designed specifically for engineering, architecture, software development, and management consulting, it’s professional services automation (PSA) software that gets experts out of the admin grind and back to the work that matters. Our cloud-based PSA tool brings together everything your business needs to plan, track, forecast, and grow. By automating time tracking, expense tracking, resource planning, project financials, and real-time reporting, Projectworks frees your people to focus on solving the world’s hardest problems - not wrestling with manual processes. On average, Projectworks users grow 20% in their first year. Connect Projectworks with your existing stack - including Xero, QuickBooks Online, MYOB, Jira, Azure DevOps, HubSpot, and Salesforce - to eliminate double handling, align your data, and operate with confidence. We’ll help you set up for success with expert data migration, comprehensive training, and responsive ongoing support. Key features Time tracking software Easy, accurate timesheets that actually get filled out. Simplify project time tracking and keep billing up to date with integrated time management software for consultants. Expense tracking Track project spend against budget with simple, mobile-friendly expense submission. Sync approved expenses directly to Xero as bills to pay. Resource management software Plan and allocate resources effectively. See availability, utilization, and capacity in real time with powerful resource planning tools that make project delivery predictable. Revenue forecasting & project profitability Combine financial and resourcing data to model revenue, monitor utilization and profitability, and make confident growth decisions. Invoicing automation Create pre-populated invoices that sync seamlessly with Xero, reducing admin and helping you get paid faster. Reporting & insights Access real-time dashboards, project profitability reports, and PSA analytics that bring clarity to every decision. Track the consulting metrics that matter most - across projects, clients, and teams. Integrations Connect your favorite tools and run your firm on a unified project management and financial reporting platform. Get a 10% discount on annual subscriptions. **Average Rating:** 4.5/5.0 **Total Reviews:** 214 **How Do G2 Users Rate Projectworks?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10) - **Workflow:** 9.2/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Projectworks?** - **Seller:** [Projectworks](https://www.g2.com/sellers/projectworks) - **Company Website:** https://projectworks.com - **Year Founded:** 2019 - **HQ Location:** San Mateo, California - **Twitter:** @projectworksltd (28 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/projectworks-io/ (77 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Director - **Top Industries:** Information Technology and Services, Consulting - **Company Size:** 65% Small-Business, 33% Mid-Market #### What Are Projectworks's Pros and Cons? **Pros:** - Ease of Use (82 reviews) - Project Management (63 reviews) - User-Friendly (38 reviews) - User Interface (37 reviews) - Comprehensive Features (36 reviews) **Cons:** - Limited Features (23 reviews) - Missing Features (23 reviews) - Limited Customization (19 reviews) - Learning Curve (17 reviews) - Reporting Issues (17 reviews) ### What Do G2 Reviewers Say About Projectworks? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Projectworks, finding the interface intuitive and supportive for their needs. - Users appreciate the **centralized and streamlined project management** of Projectworks, enhancing efficiency across multiple regions. - Users highly value the **user-friendly interface** of Projectworks, enhancing day-to-day operations and improving overall efficiency. - Users appreciate the **intuitive user interface** of Projectworks, enhancing efficiency and collaboration across diverse teams. - Users praise Projectworks for its **comprehensive features** that streamline management and enhance decision-making across multiple regions. **Cons:** - Users find the **limited features** in Projectworks restrict project management capabilities and integration flexibility. - Users find **missing invoicing features** frustrating, necessitating workarounds and lacking customization for their specific needs. - Users find **limited customization** in reporting and workflows, leading to minor frictions during fast-paced project management. - Users find the **learning curve steep** due to complex features and unclear WIP functionality, requiring time to adapt. - Users note that **reporting issues** create minor friction, with requests for improved customization and speed in Projectworks. #### What Are Recent G2 Reviews of Projectworks? **"[All-in-One, Flexible End-to-End Project Management Solution](https://www.g2.com/survey_responses/projectworks-review-13100948)"** **Rating:** 5.0/5.0 stars *— Kevin L.* [Read full review](https://www.g2.com/survey_responses/projectworks-review-13100948) --- **"[Reliable, Data-Rich Projectworks with Great Integrations and Support](https://www.g2.com/survey_responses/projectworks-review-12888353)"** **Rating:** 4.5/5.0 stars *— Stefi G.* [Read full review](https://www.g2.com/survey_responses/projectworks-review-12888353) --- #### What Are G2 Users Discussing About Projectworks? - [What is Projectworks used for?](https://www.g2.com/discussions/what-is-projectworks-used-for) - 1 comment ### 23. [Avaza](https://www.g2.com/products/avaza/reviews) Avaza provides an integrated suite of functionality for running your client-focused business. This includes Project Management & Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing. Each of these modules can be used together or independently to suit a wide range of businesses. Avaza is particularly useful for consulting & professional services companies that need all these functions, and enjoy having a single source of truth & powerful reporting. Avaza is built in the cloud and available on any device. **Average Rating:** 4.5/5.0 **Total Reviews:** 371 **How Do G2 Users Rate Avaza?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.9/10 (Category avg: 7.9/10) - **Workflow:** 8.7/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 8.8/10 (Category avg: 10/10) **Who Is the Company Behind Avaza?** - **Seller:** [Avaza Software](https://www.g2.com/sellers/avaza-software) - **Company Website:** https://www.avaza.com - **Year Founded:** 2014 - **HQ Location:** Neutral Bay - **Twitter:** @AvazaHQ (1,038 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3778536/ (20 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, Project Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 75% Small-Business, 22% Mid-Market #### What Are Avaza's Pros and Cons? **Pros:** - Ease of Use (16 reviews) - Time Tracking (15 reviews) - Customer Support (12 reviews) - Time-saving (12 reviews) - User Interface (12 reviews) **Cons:** - Limited Features (11 reviews) - Missing Features (10 reviews) - Limited Customization (6 reviews) - Challenging Reporting (5 reviews) - Reporting Issues (5 reviews) ### What Do G2 Reviewers Say About Avaza? *AI-generated summary from verified user reviews* **Pros:** - Users find Avaza **easy to use** , enabling smooth collaboration and effective project management insights for their teams. - Users enjoy the **effective time tracking** in Avaza, facilitating easy insight into team utilization and budget management. - Users commend the **world-class customer support** of Avaza, appreciating quick and effective resolutions from real humans. - Users find that Avaza's **time-saving features** streamline project management, enhancing team collaboration and reporting efficiency. - Users appreciate Avaza's **simple and intuitive interface** , facilitating ease of use and powerful functionality for productivity. **Cons:** - Users express concern over **limited features** in Avaza, especially regarding invoice customization and task management. - Users find the **limited features for grouping timesheet entries and sub-tasks** hinder effective time management in Avaza. - Users find **limited customization** frustrating, especially with invoice templates and task management features in Avaza. - Users find **reporting challenging** in Avaza due to complex data pulling and overwhelming project setups. - Users report **reporting issues** due to complexity and limited customization, making data retrieval frustrating. #### What Are Recent G2 Reviews of Avaza? **"[Avaza Helps Me Track Time, Bill Accurately, and Build Client Trust](https://www.g2.com/survey_responses/avaza-review-9235185)"** **Rating:** 5.0/5.0 stars *— Trent C.* [Read full review](https://www.g2.com/survey_responses/avaza-review-9235185) --- **"[Avaza has help my team stay organized](https://www.g2.com/survey_responses/avaza-review-9237212)"** **Rating:** 4.0/5.0 stars *— Craig S.* [Read full review](https://www.g2.com/survey_responses/avaza-review-9237212) --- #### What Are G2 Users Discussing About Avaza? - [What is Avaza used for?](https://www.g2.com/discussions/what-is-avaza-used-for) ### 24. [Resource Management by Smartsheet](https://www.g2.com/products/resource-management-by-smartsheet/reviews) Resource Management by Smartsheet high-level project and resource management software helps modern teams make confident decisions about project planning, team capacity, budget forecasting, team utilization, and hiring needs in real time. SIMPLE, POWERFUL RESOURCE PLANNING Our resource planning tool gives you visibility to schedule and manage your team effectively, update on the fly, and immediately see the impact on the project’s budget. FLEXIBLE, BIG-PICTURE PROJECT MANAGEMENT Look across projects and track multiple teams at once, see the impact of changes to the plan on the overall business, and learn from past projects to make more accurate forecasts. EMPLOYEE TIME TRACKING SOFTWARE YOUR TEAM WILL ACTUALLY USE No more chasing down timesheets. Resource Management by Smartsheet is a simple software makes time tracking painless, so your team members can focus on work priorities. Outcome-focused time tracking options will keep your team happy and projects moving forward. A ROBUST SUITE OF REPORTING TOOLS TO HELP YOUR BUSINESS GROW Get the big picture of your company performance with data you can trust. With highly visual analytics and powerful reporting tools, you can make confident decisions to support your business growth. . . . . . . . . . . . . . . . ABOUT Resource Management by Smartsheet We're on a mission to surface the right information at the right time so everyone across the organization can make more confident decisions. Over 1,000 of the most innovative companies in the world rely on Resource Management by Smartsheet — from growing 10-person software shops, to 100-person teams within global brands, to 1,000+ person professional services firms. Get started with a free trial to see how it works for your team — no credit card required. Our Seattle-based team is here to help. **Average Rating:** 4.0/5.0 **Total Reviews:** 139 **How Do G2 Users Rate Resource Management by Smartsheet?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.3/10 (Category avg: 7.9/10) - **Workflow:** 8.3/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Resource Management by Smartsheet?** - **Seller:** [Smartsheet](https://www.g2.com/sellers/smartsheet) - **Year Founded:** 2005 - **HQ Location:** Bellevue, WA - **Twitter:** @Smartsheet (26,366 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/167700/ (4,022 employees on LinkedIn®) - **Ownership:** NYSE: SMAR **Who Uses This Product?** - **Who Uses This:** Project Manager - **Top Industries:** Design, Marketing and Advertising - **Company Size:** 51% Small-Business, 40% Mid-Market #### What Are Resource Management by Smartsheet's Pros and Cons? **Pros:** - Ease of Use (4 reviews) - Integrations (4 reviews) - Project Tracking (4 reviews) - Automation (3 reviews) - Easy Integration (3 reviews) **Cons:** - Access Limitations (3 reviews) - Limitations (3 reviews) - Billing Issues (2 reviews) - Inaccurate Data (2 reviews) - Inadequate Reporting (2 reviews) ### What Do G2 Reviewers Say About Resource Management by Smartsheet? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** in Resource Management by Smartsheet enhances workflow efficiency and simplifies tasks. - Users value the **seamless integrations** of Resource Management, streamlining workflows and enhancing collaboration across tools and projects. - Users value the **intuitive project tracking** features, enhancing visibility over workloads and team commitments seamlessly. - Users value the **automation features** in Resource Management, enhancing efficiency and streamlining project workflows effectively. - Users appreciate the **easy integration** of Resource Management by Smartsheet, enhancing collaboration and streamlining workflows seamlessly. **Cons:** - Users face **access limitations** that hinder workflow, making updates and navigation excessively tedious and frustrating. - Users face **license requirements and reporting constraints** that limit the effectiveness of Smartsheet's resource management features. - Users find **billing issues** frustrating, compounded by the system's high costs and limited functionality for managing tasks. - Users face **inaccurate data** issues due to unreliable time tracking and glitchy scheduling, complicating resource management. - Users find **inadequate reporting** capabilities in Resource Management, leading to challenges in detailed task management. #### What Are Recent G2 Reviews of Resource Management by Smartsheet? **"[Effective Resource Planning with Setup Hiccups](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444)"** **Rating:** 4.0/5.0 stars *— Aditya A.* [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-12540444) --- **"[Resource Management tool](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146)"** **Rating:** 4.5/5.0 stars *— Angie L.* [Read full review](https://www.g2.com/survey_responses/resource-management-by-smartsheet-review-8115146) --- #### What Are G2 Users Discussing About Resource Management by Smartsheet? - [What is Resource Management by Smartsheet used for?](https://www.g2.com/discussions/what-is-resource-management-by-smartsheet-used-for) ### 25. [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios. 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 **Average Rating:** 4.1/5.0 **Total Reviews:** 519 **How Do G2 Users Rate Planview AdaptiveWork?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.3/10 (Category avg: 7.9/10) - **Workflow:** 9.0/10 (Category avg: 8.4/10) - **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10) **Who Is the Company Behind Planview AdaptiveWork?** - **Seller:** [Planview](https://www.g2.com/sellers/planview) - **Company Website:** https://www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview (3,049 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/7268/ (1,868 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Project Manager, Senior Project Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 49% Mid-Market, 41% Enterprise #### What Are Planview AdaptiveWork's Pros and Cons? **Pros:** - Easy Management (2 reviews) - Project Management (2 reviews) - Customizability (1 reviews) - Customization (1 reviews) - Ease of Use (1 reviews) **Cons:** - Access Limitations (1 reviews) - App Functionality (1 reviews) - Change Adjustments (1 reviews) - Inadequate Tools (1 reviews) - Manual Data Entry (1 reviews) ### What Do G2 Reviewers Say About Planview AdaptiveWork? *AI-generated summary from verified user reviews* **Pros:** - Users value the **easy management** features of Planview AdaptiveWork, enabling seamless project tracking and customizable workflows. - Users value the **customizability** of Planview AdaptiveWork, enabling easy workflow creation and effective project tracking. - Users appreciate the **high customizability** of Planview AdaptiveWork, allowing easy creation of workflows and flexible views. - Users value the **customizability** of Planview AdaptiveWork, enabling easy setup of workflows without coding skills. - Users appreciate the **ease of use** with customizable workflows and intuitive views, enhancing their overall experience. **Cons:** - Users criticize the **access limitations** of Planview AdaptiveWork, finding many features ineffective and support insufficient. - Users find that **app functionality is lacking** , as many processes fail to work seamlessly within the tool. - Users report that **change adjustments** don’t work well initially, requiring external processes and facing inadequate support. - Users experience **inadequate tools** , as many processes need to be handled outside the system and manually entered later. - Users experience significant **manual data entry** challenges due to poor initial functionality and inadequate support. #### What Are Recent G2 Reviews of Planview AdaptiveWork? **"[Centralized Project Visibility That Keeps Teams Aligned](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288)"** **Rating:** 5.0/5.0 stars *— Isis M.* [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288) --- **"[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) - [What is clarizen software?](https://www.g2.com/discussions/what-is-clarizen-software) - 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) - [Resource Management Software](https://www.g2.com/categories/resource-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. Companies evaluating the leading professional services automation solutions typically prioritize the balance between configurability and out-of-the-box workflows, especially for IT consulting firms managing client delivery across multiple engagements. Based on G2 reviews, services delivery leaders evaluate PSA tools by comparing resource utilization tracking, billing complexity coverage, and integrations with their existing ERP and CRM systems. ### Top 5 FAQs from software buyers: - What features should I look for in the best professional services automation software? - How does PSA software integrate with [ERP](https://www.g2.com/categories/erp-systems), [CRM](https://www.g2.com/categories/crm), and [accounting](https://www.g2.com/categories/accounting) systems? - What’s the typical ROI from implementing professional services automation tools? - What are the key differences between leading PSA platforms and ERP-based services modules? - How long does it typically take to implement a professional services automation system? G2’s top-rated Professional Services Automation software includes [Autotask](https://www.g2.com/products/autotask/reviews), [Syncro](https://www.g2.com/products/syncro/reviews), [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews), and [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews). ([Source 2](https://www.g2.com/reports)) ### What are the top-reviewed Professional Services Automation on G2? [Autotask](https://www.g2.com/products/autotask/reviews) - Number of Reviews: 360 - Satisfaction: 97 - Market Score: 97 - G2 score: 97 [Syncro](https://www.g2.com/products/syncro/reviews) - Number of Reviews: 195 - Satisfaction: 98 - Market Score: 72 - G2 score: 85 [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews) - Number of Reviews: 136 - Satisfaction: 67 - Market Score: 93 - G2 score: 80 [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - Number of Reviews: 199 - Satisfaction: 90 - Market Score: 66 - G2 score: 78 [Keka](https://www.g2.com/products/keka/reviews) - Number of Reviews: 194 - Satisfaction: 81 - Market Score: 72 - G2 score: 77 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Professional Services Automation Based on G2 reviews, buyers evaluating the leading professional services automation solutions weigh configurability, implementation effort, and how cleanly the platform absorbs the time-tracking, billing, and reporting workflows their teams already run. For consultants and agencies, reviewers consistently call out clean timesheet UX and accurate client invoicing as the workflow features that drive daily adoption across project-based service work. IT consulting firms and MSPs gravitate toward PSA apps that unify ticketing, RMM integration, and contract billing in a single operational hub for managed services delivery. Small IT consulting teams specifically prioritize implementation speed, predictable pricing, and out-of-the-box configurations over deep customization, since most cannot dedicate a full admin to ongoing platform tuning. The reviewer feedback below captures both sides of this tradeoff: what users consistently appreciate, and where leading platforms still fall short. #### Feedback Pros: What Users Consistently Appreciate - **Flexible, flat-fee IT management with easy scripting and broad integrations** - _“Scripting things like new computer setups and installing third party software is very easy. As a one man shop with a break-fix/MSP hybrid model I also appreciate one flat fee, and not having to pay per seat. This makes it easy to throw a Syncro agent on all of my non-managed clients for basic monitoring and alerting, as well as ease of remote support in the future. The number of integrations with commonly used tech products is also helpful.”_ _-_ [_Thomas K._](https://www.g2.com/products/syncro/reviews/syncro-review-12114039)_, Syncro Review_ - **Transformative, AI-powered operations with exceptional support** - _“__Rocketlane has revolutionised out operations and reporting and we use it on a daily basis. It's user-friendly, it allows my Team to do things we've never been able to do before. The AI chat bot is one of the best I've seen and the Support Team who's ready to jump in if AI can't help is outstanding. They're very quick to respond. Our relationship with our CSM and TAM is great too - overall, it's a pleasure to work with Rocketlane!”_ _-_ [_Maja B._](https://www.g2.com/products/rocketlane-corp/reviews/rocketlane-review-11697451)_, Rocketlane Review_ - **Centralized ticketing, projects, and billing with strong RMM integration** - _“__Autotask has become an essential part of our daily operations. By keeping all our tickets, projects, and billing centralized, it makes it much easier for our team to stay organized. The integration with Datto RMM functions smoothly, allowing us to connect technical work directly to the service desk. Although it takes a little time to get familiar with the layout, once you do, it proves to be a powerful system that significantly reduces administrative workload.”_ _-_ [_Phillip P._](https://www.g2.com/products/autotask/reviews/autotask-review-11859915)_, Autotask Review_ #### Cons: Where Many Platforms Fall Short - **Project and opportunity workflows feel rigid and complex to configure** - “_I find the project workflow in Autotask could use some updating to better align with our specific needs. Despite discussing this with Kaseya, it remains an area of concern. Additionally, my sales department is dissatisfied with how the opportunities feature functions, as it doesn't fully meet their needs. We are hoping for better guidance on its usage and improvements in managing and viewing opportunities across multiple resources. Moreover, the initial setup of Autotask was challenging due to its size and complexity, requiring a significant investment of time to establish a base configuration.”_ - [David D.](https://www.g2.com/products/autotask/reviews/autotask-review-11658513), Autotask Review - **Confusing permission setup and unreliable tools impact daily workflow** - _“__I find it quite challenging to configure different user permissions effectively. My boss has been trying to figure out my user account permissions for a long time, and yet I still cannot access certain aspects of the platform properly. This makes it quite annoying since some essential features remain out of reach, affecting my workflow. Furthermore, the backgrounding tools that I initially found useful have become increasingly unreliable over time. They don't consistently work, which is frustrating. Although I reached out to customer support to resolve these reliability issues, I did not have much success, which adds to the frustration.”_ _-_ [_Mahmood I._](https://www.g2.com/products/syncro/reviews/syncro-review-11778419)_, Syncro Review_ - **Powerful platform with usability, customization, and support limitations** - _“__My main dislike about SAP S/4HANA Cloud is that even though the system is powerful, the ease of use could still be improved. Some Fiori apps feel unintuitive at first and require extra training. Implementation also takes longer than expected because many processes need to fit into the standard, so customization options are limited. Customer support is helpful but sometimes slow to respond for complex issues. I use the system frequently, and while it offers a wide range of features, a few important ones still feel incomplete or require additional add-ons. Integration with other systems works well overall, but it can become complicated when dealing with non-SAP tools. So the platform is strong, but these areas still have room for improvement.”_ _-_ [_Harsh J._](https://www.g2.com/products/sap-s-4hana-cloud/reviews/sap-s-4hana-cloud-review-12011707)_,_ _SAP S/4HANA Cloud Review_ ### My Expert Takeaway on Professional Services Automation Software Across G2 reviews, professional services automation (PSA) delivers the most value when organizations treat it as an operating discipline rather than a set of loosely connected modules. High-performing teams establish clear ownership over resource planning, time capture, and billing rules early in the rollout, which reduces downstream friction and improves adoption across delivery, finance, and leadership. This pattern is reflected in the dataset, where day-to-day usability and vendor experience score strongly, while setup and administration tend to lag slightly. Teams that achieve the best outcomes with PSA strike a balance between flexibility and governance. While advanced configuration and automation are powerful, ease of use remains a key differentiator for sustained adoption. In IT services and marketing agencies in particular, successful implementations standardize core templates, projects, roles, and rate cards before expanding into custom fields and advanced workflows. When PSA is tightly integrated across delivery, resourcing, and billing, it reduces handoffs and manual rework, becoming the system of record for utilization, margin, and forecasting. For buyers evaluating the best professional services automation software, the core challenge is scaling delivery complexity without slowing teams down. The most effective PSA platforms support disciplined configuration upfront, then enable controlled expansion into deeper analytics, reporting, and integrations as organizational maturity grows. This approach improves trust in the data, minimizes administrative bottlenecks, and drives long-term adoption across services, finance, and executive stakeholders. ### Professional Services Automation Software FAQs #### What is professional services automation software? Professional services automation (PSA) software helps service organizations run their delivery end-to-end, manage projects, schedule resources, capture time/expense, bill, and report on profitability. Instead of stitching spreadsheets and point tools together, PSA centralizes delivery data, allowing teams to forecast utilization, reduce revenue leakage, and standardize client reporting. It’s most common in consultancies, agencies, and IT services firms. #### What are examples of PSA tools? Examples of PSA tools include platforms built for project delivery operations: project + portfolio management, resource capacity planning, timesheets/expenses, invoicing, and margin reporting in one system. Some are services-first suites; others extend from ERP, CRM, or project management ecosystems. In practice, “best fit” depends on whether you need deep financials, lightweight delivery tracking, or strong integrations. #### What is the best PSA software? The best PSA software depends on how your services organization operates, staffing model, billing complexity, and margin tracking needs. On G2, tools like [Kantata (formerly Mavenlink)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews), [Certinia (FinancialForce PSA)](https://www.g2.com/products/certinia-financial-management-cloud/reviews), and [BigTime](https://www.g2.com/products/bigtime/reviews) are consistently rated highly for time tracking, resource forecasting, and billing accuracy. Buyers should compare satisfaction and Market Presence on G2, then validate fit through a real-world workflow pilot. #### What is the difference between ERP and PSA? ERP is primarily a finance-and-operations backbone (general ledger, procurement, inventory, company-wide financial controls). PSA is delivery-centric: planning and tracking services work (projects, staffing, timesheets, and client billing) often feeding clean operational data into the finance system. Some ERPs include PSA modules, but many teams adopt dedicated PSA when they need stronger utilization forecasting, delivery reporting, and services-specific workflows. #### What is a professional services automation system? A professional services automation system is the operational hub that standardizes how services are planned, delivered, and billed. It typically includes project templates, role-based staffing and utilization planning, timesheets/expenses, approvals, invoicing rules, and dashboards for revenue and margin. The goal is consistent delivery governance, allowing leadership to forecast capacity and profitability while teams spend less time on administration. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on: January 9, 2026**