# Best Project and Portfolio Management Software for Small Business - Page 2 ## How Many Project and Portfolio Management Software Products Does G2 Track? **Total Products under this Category:** 156 ### Category Stats (Aug 2026) - **Average Rating:** 4.32/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Planisware Orchestra (+4.17%) - Among all products in this category, Planisware Orchestra recorded the largest rating increase compared to last month _Last updated: August 04, 2026_ ## How Does G2 Rank Project and Portfolio Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 70,100+ Authentic Reviews - 156+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Project and Portfolio Management Software ![G2 Grid® for Project and Portfolio Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/project-and-portfolio-management/grids.png?focus%5B%5D=25675&focus%5B%5D=16194&focus%5B%5D=530&focus%5B%5D=1045&focus%5B%5D=27036&focus%5B%5D=152660&focus%5B%5D=931&focus%5B%5D=39848) Highlighted products: ClickUp, monday AI Work Platform, Smartsheet, Oracle Primavera, Hive, ServiceNow Strategic Portfolio Management, Quickbase, and GanttPRO. Underlying data: [Grid® JSON](https://www.g2.com/categories/project-and-portfolio-management/grids.json?focus%5B%5D=clickup&focus%5B%5D=monday-com&focus%5B%5D=smartsheet&focus%5B%5D=oracle-primavera&focus%5B%5D=hive-hive-hive&focus%5B%5D=servicenow-strategic-portfolio-management&focus%5B%5D=quickbase&focus%5B%5D=ganttpro-ganttpro&segment=small-business) **Sponsored** ### Meisterplan Meisterplan is a lean and visual project portfolio management software focused on planning resources beyond the short-term. It enables you to reliably deliver on your commitments by guaranteeing optimal resource utilization in line with your priorities. With Meisterplan, you can • Raise your perspective to the portfolio level to get an overview of all projects, bringing in relevant data from any tool your teams are already using. • Add future resource needs with just minimal detail, giving you the right amount of information for confident decisions without unnecessary effort. • Use the most intuitive what-if scenario planning, where you can explore plan alternatives and find the best way forward based on actual resource availability. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1431&secure%5Bchosen_at%5D=2026-08-09T10%3A00%3A41Z&secure%5Bdisplayable_resource_id%5D=1431&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1431&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=5815&secure%5Bresource_id%5D=1431&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproject-and-portfolio-management%2Fsmall-business%3Fpage%3D2&secure%5Btoken%5D=8bacb822cbeedf855c89580e4cfad767c63a509e96e3616d551ae407446df6cd&secure%5Burl%5D=https%3A%2F%2Fmeisterplan.com%2Fproject-portfolio-management-software%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Daap_g2_ppm%26utm_id%3Daap_g2_ppm&secure%5Burl_type%5D=custom_url) ### [Microsoft Project & Portfolio Management](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) Microsoft Project is a project management software that helps users plan, execute, and monitor projects effectively. It includes powerful features for managing tasks, allocating resources and budgeting, all presented in an easy-to-use interface. With seamless integration into Microsoft 365, it supports real-time collaboration and data sharing. The advanced reporting and analytics tools allow users to track progress and make data-driven decisions. Stay organized, focused, and in charge. With Microsoft Project, easily plan your projects with the power of dynamic scheduling based on effort needed, project duration, and allotted team members. Suitable for projects of any size, Microsoft Project offers flexible deployment options, both cloud-based and on-premises, catering to a wide range of organizational needs. **Average Rating:** 4.0/5.0 **Total Reviews:** 1,578 #### How Do G2 Users Rate Microsoft Project & Portfolio Management? - **Has the product been a good partner in doing business?:** 7.9/10 (Category avg: 9.1/10) - **Optimization:** 8.6/10 (Category avg: 8.4/10) - **Alignment:** 8.9/10 (Category avg: 8.6/10) - **Performance:** 8.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Microsoft Project & Portfolio Management? - **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft) - **Year Founded:** 1975 - **HQ Location:** Redmond, Washington - **Twitter:** @microsoft 13,091,739 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website) 231,632 employees on LinkedIn® - **Ownership:** MSFT #### Who Uses This Product? - **Who Uses This:** Project Manager, Program Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 47% Large, 29% Medium #### What Do G2 Reviewers Say About Microsoft Project & Portfolio Management? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **robust features** of Microsoft Project & Portfolio Management for effective project planning and resource management. - Users find the **ease of use** in Microsoft Project & Portfolio Management highly beneficial for project management tasks. - Users praise the **effective resource management** in Microsoft Project & Portfolio Management, streamlining project planning and tracking. - Users value the **effective project tracking** capabilities of Microsoft Project & Portfolio Management, enhancing organization and oversight. - Users appreciate the **easy integration** with Microsoft tools, enhancing collaboration and streamlining project management workflows. ##### Cons - Users face **limited customization** options in Microsoft Project, making it challenging to integrate with multiple tools effectively. - Users find the **high complexity** of Microsoft Project & Portfolio Management challenging for small or simple projects. - Users find the **steep learning curve** of Microsoft Project & Portfolio Management difficult, hindering effective use of its features. - Users find Microsoft Project & Portfolio Management **difficult for small projects** , noting its complexity and limited customization options. - Users highlight **budgeting/accounting issues** such as complexity, cost, and integration limitations that can hinder effectiveness. #### What Are Recent G2 Reviews of Microsoft Project & Portfolio Management? **["Clean UI, Reliable Performance, and Smooth MS 365 Integration"](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12280626)** **Rating:** 4.5/5.0 stars _— Kapil S._ [Read full review](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12280626) **["Project management and Smart Cities with native integration in Microsoft"](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12744748)** **Rating:** 4.0/5.0 stars _— Antonio H._ [Read full review](https://www.g2.com/survey_responses/microsoft-project-portfolio-management-review-12744748) #### What Are G2 Users Discussing About Microsoft Project & Portfolio Management? - [What are the best strategies for using Microsoft Project for complex project planning and resource management?](https://www.g2.com/discussions/what-are-the-best-strategies-for-using-microsoft-project-for-complex-project-planning-and-resource-management) - [What is Microsoft Project & Portfolio Management used for?](https://www.g2.com/discussions/what-is-microsoft-project-portfolio-management-used-for) - [What can I do with Microsoft Project?](https://www.g2.com/discussions/what-can-i-do-with-microsoft-project) - [How much does microsoft project cost?](https://www.g2.com/discussions/how-much-does-microsoft-project-cost) - 1 comment - [Is Microsoft Project included in Office 365?](https://www.g2.com/discussions/is-microsoft-project-included-in-office-365) - 1 comment ### [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. **Average Rating:** 4.1/5.0 **Total Reviews:** 521 #### How Do G2 Users Rate Planview AdaptiveWork? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.1/10) - **Optimization:** 8.1/10 (Category avg: 8.4/10) - **Alignment:** 8.4/10 (Category avg: 8.6/10) - **Performance:** 8.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Planview AdaptiveWork? - **Seller:** [Planview](https://www.g2.com/sellers/planview) - **Company Website:** www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview 3,049 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website) 1,834 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% Medium, 41% Large #### 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 and Flexible Workflows in One Platform"](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258)** **Rating:** 4.0/5.0 stars _— Daniela T._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258) **["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) #### 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 ### [Octave Sequence Enterprise](https://www.g2.com/products/octave-sequence-enterprise/reviews) Octave Sequence Enterprise (formerly EcoSys) is an enterprise project performance solution designed to bring clarity, control, and predictability to complex project environments. It connects project portfolio management, project controls, and project management into a unified platform that helps organizations manage the full lifecycle of their capital programs. Built for complex engineering, construction, and infrastructure projects, Sequence Enterprise provides the structure needed to align strategy with execution. Organizations gain a consistent view of cost, schedule, risk, and performance, allowing teams to act earlier, manage change more effectively, and deliver better outcomes. The platform is highly configurable and easy to use, enabling organizations to adapt workflows, dashboards, and reporting to their delivery models without heavy customization. Sequence Enterprise also integrates with key enterprise systems, including ERP, scheduling, and other critical project data sources, creating a connected ecosystem that replaces fragmented tools and eliminates data silos. With trusted data and enterprise-wide visibility, leaders can better understand performance, allocate resources more effectively, and forecast outcomes with greater confidence. Ultimately, Sequence Enterprise helps organizations move from fragmented project oversight to coordinated performance, empowering teams to deliver projects on time, on budget, and aligned with strategic goals. **Average Rating:** 4.1/5.0 **Total Reviews:** 58 #### How Do G2 Users Rate Octave Sequence Enterprise? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Optimization:** 8.8/10 (Category avg: 8.4/10) - **Alignment:** 8.5/10 (Category avg: 8.6/10) - **Performance:** 8.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Octave Sequence Enterprise? - **Seller:** [Octave](https://www.g2.com/sellers/octave-9e5a428c-f303-4735-9417-dff1ef5736d4) - **Company Website:** www.octave.com - **HQ Location:** Madison, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=430404c61b1403ac110b9bef1eccdb226c2d152f09d020a4c9da5926e5df6ee5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foctaveintelligence%2F&secure%5Burl_type%5D=linkedin_company_website) 3,001 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction, Computer Software - **Company Size:** 40% Medium, 39% Small #### What Do G2 Reviewers Say About Octave Sequence Enterprise? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Octave Sequence Enterprise, streamlining project management and enhancing productivity significantly. - Users appreciate the **seamless integration** of EcoSys for efficient project management, enhancing productivity and reducing manual tasks. - Users appreciate the **seamless integration of project data** , enhancing efficiency and eliminating the need for manual spreadsheets. - Users appreciate the **easy integration** of EcoSys, streamlining project management and enhancing overall efficiency and productivity. - Users value the **powerful project tracking** features of Octave Sequence Enterprise, facilitating seamless project management and visibility. ##### Cons - Users find the **steep learning curve** of Octave Sequence Enterprise challenging, requiring significant time and patience to master. - Users find the **steep learning curve** of Octave Sequence Enterprise challenging, requiring significant time and training to master. - Users find the **difficult onboarding** process of EcoSys challenging, especially due to its complex interface and steep learning curve. - Users find Octave Sequence Enterprise to be **complex for new users** , requiring significant time for effective learning and adaptation. - Users find the **difficult learning curve** of Octave Sequence Enterprise challenging, requiring substantial time and patience to master. #### What Are Recent G2 Reviews of Octave Sequence Enterprise? **["Strong Project Financial Management Tool with Room for Improvement"](https://www.g2.com/survey_responses/octave-sequence-enterprise-review-12959087)** **Rating:** 5.0/5.0 stars _— ATUL A._ [Read full review](https://www.g2.com/survey_responses/octave-sequence-enterprise-review-12959087) **["Unified Project Controls in One Powerful Platform"](https://www.g2.com/survey_responses/octave-sequence-enterprise-review-13067060)** **Rating:** 4.0/5.0 stars _— Enrik S._ [Read full review](https://www.g2.com/survey_responses/octave-sequence-enterprise-review-13067060) #### What Are G2 Users Discussing About Octave Sequence Enterprise? - [What is a cost control software?](https://www.g2.com/discussions/ecosys-what-is-a-cost-control-software) - [What is hexagon EcoSys?](https://www.g2.com/discussions/ecosys-what-is-hexagon-ecosys) - [What is EcoSys EPC?](https://www.g2.com/discussions/ecosys-what-is-ecosys-epc) - [What is EcoSys used for?](https://www.g2.com/discussions/ecosys-what-is-ecosys-used-for) ### [Planforge](https://www.g2.com/products/planforge/reviews) There is no single methodology that fits all needs. That is why the hybrid PPM software combines multiple execution approaches for different use cases: ● Traditional projects and programs (Waterfall) ● Agile and lean processes (Kanban, Scrum) ● Enterprise Agile Planning (SAFe). Available as cloud & on-premises, Planforge adapts to your business processes — not the other way around. [FREE VERSION] Teams up to 4 users can use Planforge for free! **Average Rating:** 4.3/5.0 **Total Reviews:** 31 #### How Do G2 Users Rate Planforge? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Optimization:** 9.2/10 (Category avg: 8.4/10) - **Alignment:** 5.8/10 (Category avg: 8.6/10) - **Performance:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Planforge? - **Seller:** [Planforge](https://www.g2.com/sellers/planforge) - **Year Founded:** 2005 - **HQ Location:** Raaba/Graz, Austria - **Twitter:** @planforge\_io 150 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=49554bec00e2938e240cb92a9c3271748c3767419251df328bdd35d23c9e4654&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F5036996%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Consumer Services - **Company Size:** 106% Small, 61% Medium #### What Do G2 Reviewers Say About Planforge? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **effective budget management** of Planforge, facilitating precise tracking and allocation of resources. - Users find the **financial management capabilities** of Planforge invaluable for tracking budgets and project performance effectively. - Users find **navigation ease** in Planforge, allowing efficient organization and monitoring of projects and team performance. - Users value the **comprehensive project management capabilities** of Planforge, enhancing team organization and performance tracking. - Users value the **comprehensive project tracking** capabilities of ONEPOINT Projects for efficient team management and task monitoring. ##### Cons - Users find a **steep learning curve** with Planforge, though documentation and training can aid in mastering the tools. #### What Are Recent G2 Reviews of Planforge? **["Planforge – Game changer project management tool!"](https://www.g2.com/survey_responses/planforge-review-8605141)** **Rating:** 4.0/5.0 stars _— Lukas S._ [Read full review](https://www.g2.com/survey_responses/planforge-review-8605141) **["comprehensive and effective "](https://www.g2.com/survey_responses/planforge-review-731247)** **Rating:** 4.0/5.0 stars _— James W._ [Read full review](https://www.g2.com/survey_responses/planforge-review-731247) #### What Are G2 Users Discussing About Planforge? - [What is ONEPOINT Projects used for?](https://www.g2.com/discussions/what-is-onepoint-projects-used-for) ### [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: 9.1/10) - **Optimization:** 6.6/10 (Category avg: 8.4/10) - **Alignment:** 6.9/10 (Category avg: 8.6/10) - **Performance:** 7.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Accelo? - **Seller:** [Accelo](https://www.g2.com/sellers/accelo) - **Company Website:** www.accelo.com - **Year Founded:** 2011 - **HQ Location:** Denver, Colorado - **Twitter:** @accelo 2,980 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b77c15aa0278341164920175d99b33a5e7f6d729a1fa5ac8b0a40db4bf5dfc81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6652457%2F&secure%5Burl_type%5D=linkedin_company_website) 71 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, 25% Medium #### 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 ### [Cloud Coach](https://www.g2.com/products/cloud-coach/reviews) From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform. **Average Rating:** 4.5/5.0 **Total Reviews:** 172 #### How Do G2 Users Rate Cloud Coach? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.1/10) - **Optimization:** 8.3/10 (Category avg: 8.4/10) - **Alignment:** 8.1/10 (Category avg: 8.6/10) - **Performance:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Cloud Coach? - **Seller:** [Cloud Coach](https://www.g2.com/sellers/cloud-coach-43497685-2c64-4700-a4ec-dacdf7bf3c94) - **Company Website:** www.cloudcoach.com - **Year Founded:** 2005 - **HQ Location:** Fort Collins, Colorado - **Twitter:** @cloudcoach 116 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ebab66de9f316860a0ee5073d272586a88200488ebf6e75263731b99bea0d9a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2739348%2F&secure%5Burl_type%5D=linkedin_company_website) 43 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 54% Medium, 31% Small #### What Do G2 Reviewers Say About Cloud Coach? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of Cloud Coach, appreciating its intuitive interface and quick setup process. - Users value the **seamless integration with Salesforce** in Cloud Coach, enhancing project management efficiency and visibility. - Users value the **seamless integrations** with Salesforce, enhancing project management and data visibility across the organization. - Users value the **easy integration** of Cloud Coach with Salesforce, enhancing customization and functionality for company-specific needs. - Users value the **seamless Salesforce integration** of Cloud Coach, enhancing data management and operational efficiency. ##### Cons - Users find the **learning curve steep** , which can be intimidating for newcomers to Cloud Coach. - Users find Cloud Coach to have **cumbersome complexity** that hinders usability and requires extensive customization efforts. - Users note **missing features** in Cloud Coach, highlighting the need for more comprehensive functionalities and improvements. - Users find **limited customization** options in Cloud Coach compared to other project management tools, leading to frustration. - Users find Cloud Coach's interface **cumbersome and overly complex** , especially when managing dependencies in projects. #### What Are Recent G2 Reviews of Cloud Coach? **["Seamless Salesforce Integration and Powerful Project Management"](https://www.g2.com/survey_responses/cloud-coach-review-12110564)** **Rating:** 4.5/5.0 stars _— Msalazar L._ [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12110564) **["Unified Project, CRM & Support Platform That Streamlines Workflows and Capacity Tracking"](https://www.g2.com/survey_responses/cloud-coach-review-12276021)** **Rating:** 5.0/5.0 stars _— Beatrice R._ [Read full review](https://www.g2.com/survey_responses/cloud-coach-review-12276021) #### What Are G2 Users Discussing About Cloud Coach? - [How do you use Cloud Coach?](https://www.g2.com/discussions/how-do-you-use-cloud-coach) - [Does salesforce have a project management tool?](https://www.g2.com/discussions/does-salesforce-have-a-project-management-tool) - [How long is the cloud coach program?](https://www.g2.com/discussions/how-long-is-the-cloud-coach-program) - [What does Cloud Coach do?](https://www.g2.com/discussions/what-does-cloud-coach-do) - 1 comment ### [Birdview](https://www.g2.com/products/birdview/reviews) Birdview is a comprehensive, full-cycle platform designed to assist organizations in planning, managing, and forecasting resources, finances, and projects in a unified environment. This solution provides total project visibility, enabling teams and clients to oversee their projects effectively, thereby fostering growth and promoting streamlined processes. Targeted at a diverse range of businesses, Birdview is particularly beneficial for organizations that handle multiple projects simultaneously. It offers customizable views and centralized data management, which allows users to maintain balanced workloads and adapt to evolving business needs. The platform's capabilities extend to precise financial management and budgeting, ensuring that organizations can keep their projects on track financially while optimizing resource allocation. Birdview features two distinct products tailored to meet varied client requirements. Birdview Project Management simplifies the lives of project managers by streamlining the entire project lifecycle, from intake and planning to execution and project accounting. This product is designed to enhance efficiency and control, allowing project managers to focus on delivering results rather than getting bogged down by administrative tasks. On the other hand, Birdview Professional Services is specifically crafted for service-oriented organizations, facilitating client project management and collaboration. This ensures smooth service delivery while also providing robust financial tracking capabilities. Each product is equipped with advanced features that provide control over every stage of the project. Business Intelligence (BI)-powered dashboards and reports enable data-driven decision-making, which is crucial for enhancing productivity, profitability, and overall efficiency. These tools allow organizations to visualize their project data in real-time, making it easier to identify trends, assess performance, and make informed adjustments as necessary. Furthermore, Birdview integrates seamlessly with over 5,000 applications, enhancing its utility in various organizational contexts. This extensive integration capability ensures that users can manage their projects more effectively, leveraging existing tools and systems to create a cohesive workflow. By providing a centralized platform that encompasses project management, financial oversight, and resource allocation, Birdview stands out as a versatile solution for organizations aiming to optimize their project management processes. **Average Rating:** 4.2/5.0 **Total Reviews:** 391 #### How Do G2 Users Rate Birdview? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.1/10) - **Optimization:** 8.9/10 (Category avg: 8.4/10) - **Alignment:** 8.7/10 (Category avg: 8.6/10) - **Performance:** 8.6/10 (Category avg: 8.6/10) #### Who Is the Company Behind Birdview? - **Seller:** [Birdview PSA](https://www.g2.com/sellers/birdview-psa) - **Company Website:** birdviewpsa.com - **Year Founded:** 2003 - **HQ Location:** Toronto - **Twitter:** @birdviewpsa 1,202 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55b399d11d3232e945c4a420a5222a99083e05460c89388f79678aa2c4eadf81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbirdviewpsa%2F&secure%5Burl_type%5D=linkedin_company_website) 34 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 43% Medium, 34% Small #### What Are Recent G2 Reviews of Birdview? **["Birdview product review"](https://www.g2.com/survey_responses/birdview-review-11666311)** **Rating:** 4.5/5.0 stars _— Roshan R._ [Read full review](https://www.g2.com/survey_responses/birdview-review-11666311) **["Consultant - review after 6 months of work"](https://www.g2.com/survey_responses/birdview-review-9723891)** **Rating:** 4.5/5.0 stars _— Ravi Shankar P._ [Read full review](https://www.g2.com/survey_responses/birdview-review-9723891) #### What Are G2 Users Discussing About Birdview? - [What is PSA in technology?](https://www.g2.com/discussions/what-is-psa-in-technology) - 1 comment - [What are simple projects?](https://www.g2.com/discussions/what-are-simple-projects) - 2 comments - [What is PSA in ERP?](https://www.g2.com/discussions/what-is-psa-in-erp) - 1 comment - [What are some unique features of project management software?](https://www.g2.com/discussions/easy-projects-what-are-some-unique-features-of-project-management-software) - 1 comment - [What is a PSA platform?](https://www.g2.com/discussions/what-is-a-psa-platform) - 1 comment ### [Proggio](https://www.g2.com/products/proggio/reviews) Proggio is a next-generation, adaptive project portfolio management solution for enterprises and mid-market companies. By bringing clarity and simplicity to project portfolio management, Proggio accelerates digital transformation in a segment that is primarily using spreadsheets and presentations. With its unique, adaptive solution, Proggio provides dynamic high-level views for executive managers, project managers, and other stakeholders. The solution was designed to quickly adapt to a change-driven environment, with an unprecedented level of user interface simplicity. Learn more at proggio.com. **Average Rating:** 4.4/5.0 **Total Reviews:** 36 #### How Do G2 Users Rate Proggio? - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.1/10) - **Optimization:** 8.1/10 (Category avg: 8.4/10) - **Alignment:** 8.0/10 (Category avg: 8.6/10) - **Performance:** 8.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind Proggio? - **Seller:** [Proggio](https://www.g2.com/sellers/proggio-d7318611-5f6b-42b2-b3f2-61a9a168fe30) - **Year Founded:** 2015 - **HQ Location:** Kfar Saba, Hasharon Distinct - **Twitter:** @ProggioApp 407 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13c4398ad02ea4b0a2f5922200fefb778069ebc4e8cbe7407ca8cbcd4615a3f1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17997454%2F&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Medium, 28% Large #### What Are Recent G2 Reviews of Proggio? **["Project Management and Tracking"](https://www.g2.com/survey_responses/proggio-review-8173306)** **Rating:** 4.5/5.0 stars _— Chirag A._ [Read full review](https://www.g2.com/survey_responses/proggio-review-8173306) **["Excellent PM SaaS app for mid size companies"](https://www.g2.com/survey_responses/proggio-review-8819095)** **Rating:** 4.5/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/proggio-review-8819095) #### What Are G2 Users Discussing About Proggio? - [What is Proggio used for?](https://www.g2.com/discussions/what-is-proggio-used-for) - [‹ Prev‹ Prev](/categories/project-and-portfolio-management/small-business?order=g2_score#product-list) - [1](/categories/project-and-portfolio-management/small-business?order=g2_score#product-list) - 2 - Next ›Next › Spotlight Categories [Partner Relationship Management (PRM) Software](https://www.g2.com/categories/partner-relationship-management-prm) [Business Continuity Management (BCM) Software Solutions](https://www.g2.com/categories/business-continuity-management-software) [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) [Performance Management Software](https://www.g2.com/categories/performance-management) [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) Similar Categories - [Capital Project Management](/categories/capital-project-management) - [Earned Value Management](/categories/earned-value-management) - [Kanban Project Management](/categories/kanban-project-management) - [Project Collaboration](/categories/project-collaboration) - [Project Cost Management](/categories/project-cost-management) - [Project Management](/categories/project-management) - [Project Management Tools](/categories/project-management-tools) - [Resource Management](/categories/resource-management) - [Stakeholder Relationship Management Software](/categories/stakeholder-relationship-management-software) - [Strategic Planning and Execution](/categories/strategic-planning-and-execution) - [Strategic Portfolio Management](/categories/strategic-portfolio-management) - [Task Management](/categories/task-management-software) - [Work Management](/categories/work-management) [Browse Project and Portfolio Management Themes](/categories/project-and-portfolio-management/themes)