# Best Project Management Software for Small Business - Page 4 ## How Many Project Management Software Products Does G2 Track? **Total Products under this Category:** 704 ### Category Stats (Jul 2026) - **Average Rating:** 4.37/5 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: July 31, 2026_ ## How Does G2 Rank Project Management Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 140,900+ Authentic Reviews - 704+ 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 Management Software ![G2 Grid® for Project Management Software plotting products by satisfaction and market presence](https://www.g2.com/categories/project-management/grids.png?focus%5B%5D=278&focus%5B%5D=530&focus%5B%5D=25675&focus%5B%5D=16194&focus%5B%5D=82623&focus%5B%5D=650&focus%5B%5D=36096&focus%5B%5D=5803) Highlighted products: Asana, Smartsheet, ClickUp, monday AI Work Platform, Notion, Jira, Airtable, and Zoho Projects. Underlying data: [Grid® JSON](https://www.g2.com/categories/project-management/grids.json?focus%5B%5D=asana&focus%5B%5D=smartsheet&focus%5B%5D=clickup&focus%5B%5D=monday-com&focus%5B%5D=notion&focus%5B%5D=jira&focus%5B%5D=airtable&focus%5B%5D=zoho-projects&segment=small-business) **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. 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 [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=14&secure%5Bchosen_at%5D=2026-07-31T18%3A13%3A56Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1382&secure%5Bresource_id%5D=14&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fproject-management%2Fsmall-business%3Fpage%3D4&secure%5Btoken%5D=033a7fdf6503eefa4cee5b42900203cc620f914d8d54092c765ba13f19578d56&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Fuse-cases%2Fproject-management%2F%3Futm_medium%3Dcpc%26utm_campaign%3Dg2_paid%26utm_source%3Dg2crowd%26utm_content%3Dproject&secure%5Burl_type%5D=paid_promos) ### [Nozbe](https://www.g2.com/products/nozbe/reviews) You need Nozbe to organize your work! It's an easy-to-use app that helps you and your team communicate & manage all your projects. And it works on all devices! With Nozbe, you will: - Organize your team & personal tasks in projects - Communicate with your team, clients, and partners - through tasks - Work offline & keep all your projects in sync - Always stay on top of things with the Incoming view - Prioritize your tasks in the Priority view - Track the progress of your key projects in the Activity thread - Synchronize with your Calendar Get started for free! **Average Rating:** 4.6/5.0 **Total Reviews:** 35 #### How Do G2 Users Rate Nozbe? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Planning:** 7.8/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.8/10 (Category avg: 8.9/10) - **Resource Allocation:** 5.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Nozbe? - **Seller:** [Nozbe](https://www.g2.com/sellers/nozbe) - **Year Founded:** 2007 - **HQ Location:** Gdynia, Poland - **Twitter:** @nozbe 5,909 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=68d0e094eec7c17685970276ee39032d8342902a93d7160e836028cb6270c7e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3474204%2F&secure%5Burl_type%5D=linkedin_company_website) 14 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 75% Small, 17% Medium #### What Do G2 Reviewers Say About Nozbe? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Nozbe, finding it simple to set up and manage tasks daily. - Users value the **simplicity of project management** in Nozbe, finding it easy to set up and use daily. - Users love the **simplicity** of Nozbe, finding it easy to set up and manage tasks effectively. - Users value the **ease of task tracking** in Nozbe, praising its simplicity and everyday utility. #### What Are Recent G2 Reviews of Nozbe? **["The most ergonomic and effective productivity app"](https://www.g2.com/survey_responses/nozbe-review-10723671)** **Rating:** 5.0/5.0 stars _— Michał ._ [Read full review](https://www.g2.com/survey_responses/nozbe-review-10723671) **["So long Slack! Hello Nozbe!"](https://www.g2.com/survey_responses/nozbe-review-11243993)** **Rating:** 5.0/5.0 stars _— Verified User in Graphic Design_ [Read full review](https://www.g2.com/survey_responses/nozbe-review-11243993) ### [TeamGantt](https://www.g2.com/products/teamgantt/reviews) TeamGantt is a project management software centered around simple and intuitive gantt charts. Released in 2010, it helps teams plan, collaborate, track, and learn so they can deliver projects on time and budget more often. TeamGantt was created with a single purpose in mind: to bring calm and clarity to teams who work together. No confusing systems to learn. Just drag and drop project management—the way it should be. Key features: Gantt Charts, Calendars, Workloads, Time Tracking, Portfolio Views, Dependencies, and more. Teams of all sizes use TeamGantt to plan and collaborate—in the office or remotely. **Average Rating:** 4.8/5.0 **Total Reviews:** 875 #### How Do G2 Users Rate TeamGantt? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Planning:** 9.2/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.4/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind TeamGantt? - **Seller:** [TeamGantt](https://www.g2.com/sellers/teamgantt) - **Year Founded:** 2009 - **HQ Location:** White Marsh, MD - **Twitter:** @teamgantt 1,894 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=62c6e49ec036cb0f2723c5a1a8043e4619b0fc57b1cb1c73304c63fb4df6cd50&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9999542%2F&secure%5Burl_type%5D=linkedin_company_website) 21 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Director - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 61% Small, 26% Medium #### What Do G2 Reviewers Say About TeamGantt? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **project tracking features** of TeamGantt invaluable for effective organization and clear team collaboration. - Users praise the **ease of task allocation and timeline management** in TeamGantt, enhancing team productivity and collaboration. - Users value the **excellent team collaboration** features of TeamGantt that enhance visibility and streamline project management. - Users find TeamGantt's **ease of use** invaluable for managing projects and allocating resources effectively. - Users value TeamGantt for its **visual clarity in project scheduling** , making complex tasks easier to manage collaboratively. ##### Cons - Users find the **learning curve steep** for TeamGantt, particularly when training new staff on its many functionalities. - Users find it **difficult to train new staff** on TeamGantt due to its complexity and performance issues during demonstrations. - Users find **change adjustments** in TeamGantt challenging, struggling with manpower management and aligning hours to project timelines. - Users find the **reporting features basic** , lacking in depth and detail, which limits useful insights. - Users wish for improved **integration options** with Teams to enhance their experience with TeamGantt. #### What Are Recent G2 Reviews of TeamGantt? **["Super Project Management Software"](https://www.g2.com/survey_responses/teamgantt-review-4170909)** **Rating:** 4.5/5.0 stars _— Dave A._ [Read full review](https://www.g2.com/survey_responses/teamgantt-review-4170909) **["Intuitive Gantt Chart Tool with Room for Analytics Growth"](https://www.g2.com/survey_responses/teamgantt-review-12649406)** **Rating:** 4.5/5.0 stars _— Shubhang P._ [Read full review](https://www.g2.com/survey_responses/teamgantt-review-12649406) #### What Are G2 Users Discussing About TeamGantt? - [What is TeamGantt used for?](https://www.g2.com/discussions/what-is-teamgantt-used-for) ### [OneSuite](https://www.g2.com/products/onesuite/reviews) OneSuite is a complete client work management platform designed specifically for service agencies and independent professionals. Instead of juggling multiple tools for projects, clients, and communication, everything you need is in one place. From onboarding new clients to offboarding them properly, the entire client journey is managed smoothly inside OneSuite. At the core, OneSuite gives you powerful project management tools that keep your team organized and clients in the loop. You can plan projects with boards or lists, assign tasks, set deadlines, and track progress without losing sight of priorities. It goes beyond task tracking by connecting your work directly with the clients it’s for. The built-in CRM is tailored for agencies that sell services, not products. Capture leads, nurture opportunities, and move deals through your pipeline until they become long-term clients. Proposals, contracts, and agreements can be created and shared directly in the platform, with e-signatures included so you close deals faster without chasing paperwork. Billing is also handled with client work in mind. You can create one-time or recurring invoices, perfect for agencies that sell monthly retainers or ongoing service packages. Clients can pay online through trusted providers like Stripe, PayPal, Razorpay, or QuickPay. Recurring invoices mean you spend less time on admin and more time delivering value. OneSuite also includes a secure client portal that carries your own branding. Clients log in to see project updates, approve deliverables, pay invoices, or sign documents. This not only saves you endless back-and-forth emails but also creates a professional experience that builds trust. Team management is built in too. Assign roles, balance workloads, and track performance so your agency operates smoothly. Everything is designed around collaboration between your team and your clients, not just internal work. The real value of OneSuite is that it replaces a messy toolkit of disconnected apps with a single system built specifically for agencies and service professionals. You save money by not paying for multiple subscriptions. You save time by keeping your projects, communication, documents, and billing all connected. And most importantly, you deliver a seamless, professional experience that keeps clients happy and coming back. With OneSuite, agencies can finally run their business end-to-end in one platform, reduce overhead, and focus on growing instead of managing chaos. **Average Rating:** 4.8/5.0 **Total Reviews:** 15 #### How Do G2 Users Rate OneSuite? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **Planning:** 9.2/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.4/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind OneSuite? - **Seller:** [OneSuite](https://www.g2.com/sellers/onesuite) - **Year Founded:** 1999 - **HQ Location:** Wilmington, US - **Twitter:** @getOneSuite 25 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1cb872e48601bce51650d11a14de00fa583a98b08d0b537581eb54e135bf7cf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fonesuite&secure%5Burl_type%5D=linkedin_company_website) 7 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 93% Small, 7% Medium #### What Do G2 Reviewers Say About OneSuite? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **effective task management** of OneSuite, enabling seamless tracking of multiple projects in one place. - Users love the **intuitive interface** of OneSuite, making it easy to manage multiple projects efficiently. - Users appreciate the **efficient project management** in OneSuite, seamlessly integrating tasks, invoices, and client communication. - Users praise the **automation features** of OneSuite, streamlining tasks and improving efficiency in project management. - Users love the **easy setup** of OneSuite, allowing effortless onboarding with predefined stages and payment integration. ##### Cons - Users feel that **missing features** limit OneSuite's functionality, particularly the absence of time tracking options. - Users find the **time management features lacking** , requiring manual input for tracking, complicating usage significantly. - Users find the absence of **time tracking functionality** in OneSuite a significant limitation, requiring manual entry instead. - Users feel that while OneSuite is satisfactory, they should **reduce costs** for better overall value. - Users feel that the service is great, but **the cost is too high** and could be reduced. #### What Are Recent G2 Reviews of OneSuite? **["One Suite Makes Client Communication and Process Visibility Effortless"](https://www.g2.com/survey_responses/onesuite-review-13043702)** **Rating:** 5.0/5.0 stars _— Jude ._ [Read full review](https://www.g2.com/survey_responses/onesuite-review-13043702) **["A robust alternative to the most popular project management platforms"](https://www.g2.com/survey_responses/onesuite-review-10391597)** **Rating:** 5.0/5.0 stars _— Luca P._ [Read full review](https://www.g2.com/survey_responses/onesuite-review-10391597) ### [Striven](https://www.g2.com/products/striven-2024-03-26/reviews) Your business at its best. Striven is an all-in-one business management software with everything you need to grow revenue, work efficiently, and improve operations. Striven is a complete software solution—we’ve combined all the core features you need for accounting, sales, projects, management, and reporting into one simple system. Simplify, Unify, Thrive. With Striven, you’ll never need separate and unconnected software applications again. Finally, you can run your entire business from anywhere, on any device. **Average Rating:** 4.5/5.0 **Total Reviews:** 101 #### How Do G2 Users Rate Striven? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Planning:** 8.3/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.2/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Striven? - **Seller:** [Miles IT](https://www.g2.com/sellers/miles-it-70a76636-820d-4454-ba1c-87fd6eac9660) - **Company Website:** www.striven.com - **Year Founded:** 2008 - **HQ Location:** Tampa, Florida - **Twitter:** @SoftwareStriven 3,461 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bb415efdb8508390fbbdfa9d1943d646373614017d90b7d2d54201c927eb0fef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstriven-software%2F&secure%5Burl_type%5D=linkedin_company_website) 46 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting, Construction - **Company Size:** 75% Small, 27% Medium #### What Do G2 Reviewers Say About Striven? _AI-generated summary from verified user reviews_ ##### Pros - Users commend Striven for its **excellent customer service** , highlighting the team's quick and friendly support during onboarding. - Users praise the **exceptional customer support** of Striven, noting its quick, friendly assistance and effective onboarding process. - Users commend the **ease of use** of Striven, appreciating its intuitive navigation and seamless integration of multiple functions. - Users appreciate the **user-friendly web-based interface** of Striven, making multiple operations accessible and manageable. - Users find that Striven **meets their needs** effectively by integrating various operations into one cohesive system. ##### Cons - Users find that Striven requires **improvement in interface design and functionality** , with a steep learning curve and overlapping features. - Users face issues with **missing features** , particularly in reporting and inadequate tracking of costs in Striven. - Users face **feature limitations** in Striven, particularly with inflexible reporting and inadequate tracking functionalities. - Users often face **functionality issues** with Striven, causing confusion and difficulty in navigating the diverse features offered. - Users experience a **steep learning curve** initially with Striven due to its extensive features and setup complexities. #### What Are Recent G2 Reviews of Striven? **["Striven Centralizes Everything and Streamlines My Workflow"](https://www.g2.com/survey_responses/striven-review-12654187)** **Rating:** 4.5/5.0 stars _— Nick C._ [Read full review](https://www.g2.com/survey_responses/striven-review-12654187) **["Striven: A Seamless All-in-One Platform with World-Class Personal Support"](https://www.g2.com/survey_responses/striven-review-12308036)** **Rating:** 5.0/5.0 stars _— Dan J._ [Read full review](https://www.g2.com/survey_responses/striven-review-12308036) #### What Are G2 Users Discussing About Striven? - [What is Striven used for?](https://www.g2.com/discussions/what-is-striven-used-for) ### [Ravetree](https://www.g2.com/products/ravetree/reviews) Ravetree is the all-in-one project management platform designed specifically to empower client service businesses with the tools they need to manage projects, teams, and finances with confidence and clarity. Unlike generic project management tools, Ravetree delivers advanced capabilities for handling project budgets, tracking fees and costs, and providing real-time insights that drive profitability and client satisfaction. At the heart of Ravetree’s value is its robust project budgeting framework. You can forecast project budgets based on anticipated resource needs and time to completion, then track actual spend against estimates with powerful visualizations and reports. This means you always know where you stand financially, from initial proposal to final invoice. With Ravetree, you get deep insights into project fees and costs, allowing you to identify trends, monitor profitability, and make data-driven decisions that keep your business on track. Ravetree’s time tracking and billing features are among the most flexible and comprehensive available. You can create client rate cards with customizable start and end dates, ensuring billing accuracy and consistency across projects and engagements. The platform supports multiple people assigned to the same task, each with their own bill rates, work roles, and time estimates—making it ideal for complex client service scenarios where different team members contribute at different levels and costs. With Ravetree, you can break free from the limitations of generic project management tools. Its intuitive interface, robust reporting, and seamless integrations with CRM, resource planning, and client portals make it the perfect solution for agencies, consultancies, and professional service firms that demand more than just task management—they need a platform that brings together projects, people, and profits in one powerful system. Choose Ravetree and experience project management that truly supports your business goals. **Average Rating:** 4.2/5.0 **Total Reviews:** 27 #### How Do G2 Users Rate Ravetree? - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **Planning:** 10.0/10 (Category avg: 8.8/10) - **Creation & Assignment:** 10.0/10 (Category avg: 8.9/10) - **Resource Allocation:** 10.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Ravetree? - **Seller:** [Ravetree](https://www.g2.com/sellers/ravetree) - **Year Founded:** 2013 - **HQ Location:** Raleigh, NC - **Twitter:** @ravetree 435 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c01aca025a93a0e0d994d09d9892235c6a32cc4a89eb1b2a4ee033a5f8f91bdc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fravetree&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 96% Small, 4% Medium #### What Do G2 Reviewers Say About Ravetree? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **outstanding customer support** from Ravetree, consistently praising their helpfulness and responsiveness. - Users value the **analytics insights** from Ravetree, enhancing project tracking and performance evaluation effectively. - Users commend Ravetree for its **comprehensive functionality** , seamlessly integrating budgeting, project management, and collaboration tools. - Users praise Ravetree for its **exceptional project budgeting features** , which enhance project management and team collaboration. - Users highlight the **strong team collaboration** features of Ravetree, enhancing project management and workflow efficiency. ##### Cons - Users find the **learning curve steep** , which can overwhelm team members resistant to change initially. - Users desire a **full general ledger accounting system** in Ravetree to improve accounts management and functionality. - Users find the **overwhelming experience** of Ravetree challenging, especially for those resistant to change, despite its effectiveness. #### What Are Recent G2 Reviews of Ravetree? **["Solid All-in-One Project Management Tool"](https://www.g2.com/survey_responses/ravetree-review-10909411)** **Rating:** 4.5/5.0 stars _— Sarel D._ [Read full review](https://www.g2.com/survey_responses/ravetree-review-10909411) **["Great for Project Budgets"](https://www.g2.com/survey_responses/ravetree-review-11122478)** **Rating:** 5.0/5.0 stars _— Ed S._ [Read full review](https://www.g2.com/survey_responses/ravetree-review-11122478) #### What Are G2 Users Discussing About Ravetree? - [What is Ravetree used for?](https://www.g2.com/discussions/what-is-ravetree-used-for) - 1 comment ### [Freelo](https://www.g2.com/products/freelo/reviews) Freelo is a Project Management tool for teams who want to be in control of their work. Get rid of unnecessary internal email communication and finally start communicating effectively over tasks. With Freelo, everyone knows what to do, when the deadline is, and what priority the task has. Thanks to the clear Dashboard, no task gets lost anymore and thanks to the sophisticated filters in it, you can easily see how the tasks you delegated to your colleagues are doing. Organize your tasks in Kanban or plan projects in a Gantt chart. Built-in time tracking helps you keep track of how much time you've spent on a task and track the financial side of projects in Reports. Try Freelo for 14 days for free, then choose the plan that best suits your needs. **Average Rating:** 4.7/5.0 **Total Reviews:** 239 #### How Do G2 Users Rate Freelo? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Planning:** 8.9/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.2/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Freelo? - **Seller:** [FreeloCZ](https://www.g2.com/sellers/freelocz) - **Year Founded:** 2015 - **HQ Location:** Pardubice V, CZ - **Twitter:** @FreeloCZ 688 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d562874624e6269d4aab802722314a38f5b9bcb3c10622e341dde51ad33fe1c0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffreelocz%2F&secure%5Burl_type%5D=linkedin_company_website) 32 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project manager, CEO - **Top Industries:** Non-Profit Organization Management, Civic & Social Organization - **Company Size:** 87% Small, 11% Medium #### What Do G2 Reviewers Say About Freelo? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Freelo, noting its intuitive design and straightforward project management capabilities. - Users value the **intuitive task management** of Freelo, enhancing teamwork and streamlining communication effortlessly. - Users commend Freelo for its **intuitive project management** , making task tracking and collaboration seamless and efficient. - Users value Freelo for its **clear organization and effective communication** , enhancing project management and collaboration effortlessly. - Users find Freelo's **intuitive design** enhances task management, making collaboration seamless for all team members. ##### Cons - Users find the **steep learning curve** challenging, requiring time to adapt and fully utilize Freelo's features. - Users find the **app functionality lacking** , particularly with task assignment and its mobile user experience. - Users find Freelo's interface **not intuitive** , leading to confusion and difficulty navigating its features and workflows. - Users note the **task management limitations** in Freelo, particularly with visibility and multi-assignment capabilities. - Users find the **beginner difficulty** challenging, as less experienced users struggle to trust and learn the system effectively. #### What Are Recent G2 Reviews of Freelo? **["Freelo: A User-Friendly Solution for Sports Clubs"](https://www.g2.com/survey_responses/freelo-review-12912244)** **Rating:** 5.0/5.0 stars _— Verified User in Sports_ [Read full review](https://www.g2.com/survey_responses/freelo-review-12912244) **["Easy Task Tracking and Clear Timeline View in Freelo"](https://www.g2.com/survey_responses/freelo-review-12827607)** **Rating:** 4.0/5.0 stars _— Jindřich M._ [Read full review](https://www.g2.com/survey_responses/freelo-review-12827607) #### What Are G2 Users Discussing About Freelo? - [What is Freelo used for?](https://www.g2.com/discussions/what-is-freelo-used-for) - 1 comment, 1 upvote ### [GUIDEcx](https://www.g2.com/products/guidecx/reviews) GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights. **Average Rating:** 4.6/5.0 **Total Reviews:** 460 #### How Do G2 Users Rate GUIDEcx? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **Planning:** 8.9/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.0/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.2/10 (Category avg: 8.4/10) #### Who Is the Company Behind GUIDEcx? - **Seller:** [GuideCX](https://www.g2.com/sellers/guidecx) - **Year Founded:** 2017 - **HQ Location:** Lehi, Utah - **Twitter:** @guidecx 173 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5cf43ef121653d66784b6880537f439e9c0658002c65c24f688db1f005280a85&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18377311%2F&secure%5Burl_type%5D=linkedin_company_website) 54 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Implementation Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 52% Medium, 39% Small #### What Do G2 Reviewers Say About GUIDEcx? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of GUIDEcx, enabling smooth navigation and efficient communication automation. - Users value the **responsive customer support** of GUIDEcx, ensuring they feel supported throughout their implementation journey. - Users praise **GuideCX** for enhancing onboarding efficiency and keeping all stakeholders informed and engaged throughout the process. - Users find GUIDEcx's **ease of learning** exceptional, facilitating quick onboarding and seamless navigation for effective task management. - Users value the **effective team collaboration** of GUIDEcx, enabling seamless communication and project management with clients. ##### Cons - Users note a **steep learning curve** with GUIDEcx, requiring initial effort to navigate customization and setup effectively. - Users experience **slow loading** times and occasional lags, affecting the efficiency of navigating through projects on GUIDEcx. - Users experience **glitches and hiccups** with GUIDEcx, particularly with ticket creation and profile impersonation. - Users note that the **complexity** of GUIDEcx's setup may require significant effort for those without a clear onboarding flow. - Users experience **glitches** such as lag and unexpected logouts, affecting task updates and navigation efficiency. #### What Are Recent G2 Reviews of GUIDEcx? **["Unified Onboarding Experience"](https://www.g2.com/survey_responses/guidecx-review-10682997)** **Rating:** 4.5/5.0 stars _— Verified User in Manufacturing_ [Read full review](https://www.g2.com/survey_responses/guidecx-review-10682997) **["Easy Task Management and Great Support with GUIDEcx"](https://www.g2.com/survey_responses/guidecx-review-12092276)** **Rating:** 4.5/5.0 stars _— Morgan M._ [Read full review](https://www.g2.com/survey_responses/guidecx-review-12092276) #### What Are G2 Users Discussing About GUIDEcx? - [What is GUIDEcx used for?](https://www.g2.com/discussions/what-is-guidecx-used-for) - 1 comment ### [MeisterTask](https://www.g2.com/products/meistertask/reviews) MeisterTask is a web-based task and project management tool that is perfect for agile project management. Beautifully-designed interface, intuitive functionality, and seamless integrations with other tools make it a logical choice for project teams. MeisterTask offers a free Basic plan (up to 3 projects), with paid subscriptions from €12,50 per user per month. Alongside customizable, Kanban-style project boards, MeisterTask boasts numerous powerful features designed to streamline project work. Workload can be managed with Timeline: a Gantt-style overview of tasks that pinpoints bottlenecks and keeps projects flowing smoothly. Set up Automations to speed up manual work or complete specific tasks automatically. MeisterTask is part of the Meister Suite, a group of products for flawless workflow management. From ideation in our mind mapping tool, MindMeister, to online documentation in MeisterNote, your team unlocks a powerful toolkit that drives projects every step of the way. **Average Rating:** 4.6/5.0 **Total Reviews:** 166 #### How Do G2 Users Rate MeisterTask? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Planning:** 8.7/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.3/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind MeisterTask? - **Seller:** [MeisterLabs](https://www.g2.com/sellers/meisterlabs) - **Year Founded:** 2006 - **HQ Location:** Vienna, Austria - **Twitter:** @mindmeister 20,018 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec5df2a6058cc0266c307e060659117a7732257151cb22e0b7fb1b5246969dc7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F613998%2F&secure%5Burl_type%5D=linkedin_company_website) 129 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 72% Small, 20% Medium #### What Are Recent G2 Reviews of MeisterTask? **["project manager's best friend"](https://www.g2.com/survey_responses/meistertask-review-9730724)** **Rating:** 4.0/5.0 stars _— Aamir K._ [Read full review](https://www.g2.com/survey_responses/meistertask-review-9730724) **["EXCELLENT TOOL FOR ORGANIZING PROJECTS AND TASKS"](https://www.g2.com/survey_responses/meistertask-review-9776002)** **Rating:** 5.0/5.0 stars _— Gabrielle N._ [Read full review](https://www.g2.com/survey_responses/meistertask-review-9776002) #### What Are G2 Users Discussing About MeisterTask? - [What is MeisterTask used for?](https://www.g2.com/discussions/what-is-meistertask-used-for) - [Is MeisterTask safe?](https://www.g2.com/discussions/is-meistertask-safe) - [Is Meister task free?](https://www.g2.com/discussions/is-meister-task-free) - [What is MeisterTask app?](https://www.g2.com/discussions/what-is-meistertask-app) - [What is MeisterTask?](https://www.g2.com/discussions/what-is-meistertask) ### [Prism PPM (formerly WorkOtter)](https://www.g2.com/products/prism-ppm-formerly-workotter/reviews) Prism PPM is a sophisticated Project Portfolio Management (PPM) solution designed to assist organizations in effectively managing their strategic projects. Recognized in the 2025 Gartner Magic Quadrant for Adaptive Project Management and Reporting, Prism PPM addresses the limitations of traditional spreadsheets and task management tools by providing a comprehensive platform that enhances project visibility, reporting accuracy, and overall portfolio management efficiency. Targeted at project management offices (PMOs), project managers, and organizational leaders, Prism PPM is particularly beneficial for those who oversee multiple projects and require a structured approach to resource allocation, capacity planning, and project intake processes. The solution is designed to facilitate informed decision-making by allowing users to prioritize projects that align with their business objectives and resource availability. This capability enables organizations to adapt to changes and understand the potential impacts on their project portfolio. One of the key features of Prism PPM is its robust project management capabilities grounded in PMBOK best practices. Users can efficiently manage resources and track project risks at both the project and portfolio levels. This functionality not only streamlines project execution but also enhances communication among stakeholders, ensuring that everyone is aligned on project goals and potential challenges. The platform’s advanced reporting and analytics dashboards provide critical insights into PPM KPIs, allowing organizations to monitor performance and make data-driven decisions. Prism PPM also emphasizes visibility across all project data. With the option to utilize embedded analytics or integrate with external tools like Power BI and Databricks, users can customize their reporting to meet specific needs. This flexibility ensures that stakeholders have access to relevant information, fostering transparency and accountability throughout the project lifecycle. To further enhance PMO and project governance, Prism PPM offers customizable templates and visual workflows that streamline processes. By establishing standards and feedback loops, organizations can ensure continuity across projects, leading to smoother operations and continuous process improvement. This structured approach not only supports project success but also empowers PMOs to drive strategic initiatives effectively. With a dedicated team of project management professionals available for implementation and support, Prism PPM is committed to helping organizations maximize the benefits of PPM software. Users can reach out for guidance on optimizing their PMO practices and leveraging the full potential of Prism PPM to achieve their project management goals. **Average Rating:** 4.8/5.0 **Total Reviews:** 52 #### How Do G2 Users Rate Prism PPM (formerly WorkOtter)? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Planning:** 9.9/10 (Category avg: 8.8/10) - **Creation & Assignment:** 9.7/10 (Category avg: 8.9/10) - **Resource Allocation:** 9.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind Prism PPM (formerly WorkOtter)? - **Seller:** [Prism PPM (formerly WorkOtter)](https://www.g2.com/sellers/prism-ppm-formerly-workotter) - **Company Website:** prismppm.com - **Year Founded:** 1998 - **HQ Location:** St. Louis, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=672207de57a990b17b34d6ddc329cdd2b8d2e3cc91f8dee582696d80b20cbd92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprismppm%2F&secure%5Burl_type%5D=linkedin_company_website) 30 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services - **Company Size:** 57% Small, 29% Medium #### What Do G2 Reviewers Say About Prism PPM (formerly WorkOtter)? _AI-generated summary from verified user reviews_ ##### Pros - Users find Prism PPM to be **streamlined and easy to navigate** , enhancing efficiency for project management teams. - Users value the **streamlined organization** of Prism PPM, enhancing efficiency and visibility across all project levels. - Users value the **streamlined resource management** in Prism PPM, enhancing decision-making and overall project efficiency. - Users value the **automation features** of Prism PPM, which streamline tasks and enhance project management efficiency. - Users highlight the **exceptional customer support** from Prism PPM, appreciating the team's commitment to their satisfaction and improvement. ##### Cons - Users point out **limited features** in Prism PPM, affecting advanced planning and necessitating better guidance and enhancements. - Users are frustrated by **collaboration issues** , including ineffective personalization and inadequate user guidance, impacting overall usability. - Users experience **feature issues** with Prism PPM, finding personalizations, tracking, and guides lacking in effectiveness. - Users experience **integration issues** with Jira, limiting feature capabilities and advanced planning functionalities. - Users find that there is a **steep learning curve** with Prism PPM, as it's not fully intuitive. #### What Are Recent G2 Reviews of Prism PPM (formerly WorkOtter)? **["Prism PPM Review"](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11207351)** **Rating:** 5.0/5.0 stars _— Mallory S._ [Read full review](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11207351) **["Excellent fit for purpose for integrated PPM tool with powerful reporting capabilities!"](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11423681)** **Rating:** 4.5/5.0 stars _— Slobodan V._ [Read full review](https://www.g2.com/survey_responses/prism-ppm-formerly-workotter-review-11423681) #### What Are G2 Users Discussing About Prism PPM (formerly WorkOtter)? - [What is WorkOtter used for?](https://www.g2.com/discussions/what-is-workotter-used-for) - 1 comment ### [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:** 215 #### How Do G2 Users Rate Projectworks? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **Planning:** 8.3/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.1/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Projectworks? - **Seller:** [Projectworks](https://www.g2.com/sellers/projectworks) - **Company Website:** projectworks.com - **Year Founded:** 2019 - **HQ Location:** San Mateo, California - **Twitter:** @projectworksltd 28 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ded13ee67e43f9892400d783058626dcfbb1403911721452555eb55774b06978&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprojectworks-io%2F&secure%5Burl_type%5D=linkedin_company_website) 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, 33% Medium #### 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) **["Straightforward Resourcing and Profitability Tracking with Clear Practice Visibility"](https://www.g2.com/survey_responses/projectworks-review-13147367)** **Rating:** 4.5/5.0 stars _— Vicki E._ [Read full review](https://www.g2.com/survey_responses/projectworks-review-13147367) #### What Are G2 Users Discussing About Projectworks? - [What is Projectworks used for?](https://www.g2.com/discussions/what-is-projectworks-used-for) - 1 comment ### [Bonsai](https://www.g2.com/products/bonsai/reviews) Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them. **Average Rating:** 4.3/5.0 **Total Reviews:** 100 #### How Do G2 Users Rate Bonsai? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.9/10) #### Who Is the Company Behind Bonsai? - **Seller:** [Bonsai (YC W16)](https://www.g2.com/sellers/bonsai-yc-w16) - **Year Founded:** 2015 - **HQ Location:** San Francisco, California - **Twitter:** @bonsaiinc 3,038 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b38d0f7036e5aae4771034a2d2363bbf2078d06e3ca9949e803bb4db2e05cfc2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6591614%2F&secure%5Burl_type%5D=linkedin_company_website) 41 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Design - **Company Size:** 94% Small, 1% Large #### What Do G2 Reviewers Say About Bonsai? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Bonsai, enjoying streamlined management of proposals, invoices, and payments all in one place. - Users value the **all-in-one invoicing management** of Bonsai, streamlining proposals, payments, and business operations efficiently. - Users appreciate the **all-in-one invoice management** of Bonsai, simplifying proposals, payments, and overall business processes. - Users value the **time-saving features** of Bonsai, enabling efficient management of proposals, invoices, and tracking in one place. - Users value the **time tracking** feature of Bonsai, enhancing project management and streamlining their business operations. ##### Cons - Users note the **missing features** , such as contact export options and a mobile app, affecting overall satisfaction. - Users find Bonsai **expensive compared to alternatives** , often paying for features they don't use and lacking customization options. - Users face **integration issues** with Bonsai, particularly affecting scheduling and timezone management for global teams. - Users find **limited customization** in Bonsai's packages, making it challenging to tailor the service to specific needs. - Users find Bonsai's **limited features** restrictive, often missing vital tools while paying for unnecessary options. #### What Are Recent G2 Reviews of Bonsai? **["Great Accounts/CRM/collab solution for micro and small businesses"](https://www.g2.com/survey_responses/bonsai-review-9713271)** **Rating:** 5.0/5.0 stars _— Anita Q._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-9713271) **["A love hate relationship I love to hate"](https://www.g2.com/survey_responses/bonsai-review-10245202)** **Rating:** 5.0/5.0 stars _— Braden E._ [Read full review](https://www.g2.com/survey_responses/bonsai-review-10245202) #### What Are G2 Users Discussing About Bonsai? - [What is Bonsai for freelancers?](https://www.g2.com/discussions/what-is-bonsai-for-freelancers) - [Is Bonsai a CRM?](https://www.g2.com/discussions/is-bonsai-a-crm) - 1 comment - [How does Bonsai app work?](https://www.g2.com/discussions/how-does-bonsai-app-work) - 1 comment - [What is Bonsai software?](https://www.g2.com/discussions/what-is-bonsai-software) - 2 comments ### [Teamleader](https://www.g2.com/products/teamleader/reviews) Teamleader removes the daily hassle of running a business. Our work management software lets you sell, bill and organise work in one place. By centralizing all this information, you stop the chaos of info being spread over different inboxes, Excel sheets and tools. You get a perfect overview of ongoing sales opportunities, projects and payments, and a deep insight into how your business is really performing. More than 60.000 people stay in control of their work every day with our work management solutions. From IT agencies and digital marketers all the way to plumbers and construction companies. Ready for more business and less hassle? **Average Rating:** 4.3/5.0 **Total Reviews:** 52 #### How Do G2 Users Rate Teamleader? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.9/10) - **Planning:** 8.5/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.5/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Teamleader? - **Seller:** [Teamleader](https://www.g2.com/sellers/teamleader) - **Year Founded:** 2012 - **HQ Location:** Ghent,Belgium - **Twitter:** @teamleader 1,022 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=21bd271d27bf174c8413e291226d2269ccd2fe78194c0801f9b6ffa35e821c99&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F545733%2F&secure%5Burl_type%5D=linkedin_company_website) 345 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 72% Small, 21% Medium #### What Do G2 Reviewers Say About Teamleader? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **intuitive project management** features of Teamleader, making collaboration easy and organizing tasks enjoyable. - Users commend Teamleader for its **quick and responsive customer support** , enhancing their overall experience with the platform. - Users find Teamleader's **ease of use** exceptional, enjoying its intuitive design and straightforward project management features. - Users love the **intuitive design** of Teamleader, making project management and invoicing easy and enjoyable. - Users appreciate the **clear and intuitive invoicing** feature of Teamleader, streamlining financial management efficiently. ##### Cons - Users find the **learning curve steep** for Teamleader, particularly with advanced features and invoicing processes. - Users find the **account setup difficult** , especially when trying to configure advanced features like custom reporting. - Users find the **complex processes** of Teamleader challenging, especially with inflexible invoice edits and missing features. - Users find Teamleader's pricing to be **on the higher side** , posing challenges for smaller businesses or teams. - Users find it **difficult to set up advanced features** like custom reporting in Teamleader, complicating their user experience. #### What Are Recent G2 Reviews of Teamleader? **["User-Friendly CRM with Robust Features, Slightly Pricey"](https://www.g2.com/survey_responses/teamleader-review-13002639)** **Rating:** 4.5/5.0 stars _— Saad H._ [Read full review](https://www.g2.com/survey_responses/teamleader-review-13002639) **["Centralized Team Coordination with Room to Grow"](https://www.g2.com/survey_responses/teamleader-review-12951995)** **Rating:** 4.0/5.0 stars _— Jabbie P._ [Read full review](https://www.g2.com/survey_responses/teamleader-review-12951995) #### What Are G2 Users Discussing About Teamleader? - [What is Teamleader used for?](https://www.g2.com/discussions/what-is-teamleader-used-for) - 1 comment ### [Priority Matrix](https://www.g2.com/products/priority-matrix/reviews) Priority Matrix an email, meeting, and prioritization software based on the Eisenhower Method of time management. Priority Matrix provides visibility into collaborative projects, so teams can keep track of the moving parts of team initiatives. Priority Matrix is deeply integrated into Microsoft Teams, Outlook, and has integrations with many other platforms. Priority Matrix also allows individuals to manage their own responsibilities. This results in one centralized place where both individual and collaborative work is taken care of. For team members, this means they always know where to start in the morning, and where they left off the night before. For managers, it means easy-to-access progress tracking, project insights, and employee accountability. Priority Matrix also provides: -Email integration -Calendar integration -Shared and private projects -Gantt charts -Daily, weekly, monthly, quarterly reports on project and team member status **Average Rating:** 4.7/5.0 **Total Reviews:** 32 #### How Do G2 Users Rate Priority Matrix? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.9/10) - **Planning:** 8.3/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.9/10 (Category avg: 8.9/10) - **Resource Allocation:** 8.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Priority Matrix? - **Seller:** [Appfluence](https://www.g2.com/sellers/appfluence) - **Year Founded:** 2010 - **HQ Location:** San Francisco, CA - **Twitter:** @appfluence 923 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6a12b917d96f3429789433ff64fb6943b0e233b1103140f4e54d0352003144a3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2326999%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 73% Small, 15% Large #### What Are Recent G2 Reviews of Priority Matrix? **["Cluttered work life and too many tasks? This program is for you."](https://www.g2.com/survey_responses/priority-matrix-review-5146888)** **Rating:** 4.0/5.0 stars _— Evan S._ [Read full review](https://www.g2.com/survey_responses/priority-matrix-review-5146888) **["It is the only tools for which I gave up my paper records. It simply works. For me. For my team."](https://www.g2.com/survey_responses/priority-matrix-review-9464304)** **Rating:** 5.0/5.0 stars _— Volker E._ [Read full review](https://www.g2.com/survey_responses/priority-matrix-review-9464304) #### What Are G2 Users Discussing About Priority Matrix? - [What is Priority Matrix used for?](https://www.g2.com/discussions/what-is-priority-matrix-used-for) - [Is Priority Matrix free?](https://www.g2.com/discussions/is-priority-matrix-free) - [What is Issue Priority Matrix?](https://www.g2.com/discussions/what-is-issue-priority-matrix) - [What is Priority Matrix in project management?](https://www.g2.com/discussions/what-is-priority-matrix-in-project-management) - [How do you use Priority Matrix?](https://www.g2.com/discussions/how-do-you-use-priority-matrix) ### [Lytho](https://www.g2.com/products/lytho-lytho/reviews) Lytho is an enterprise content governance platform designed to help organizations ensure that their marketing content is compliant, on-brand, and audit-ready throughout its entire lifecycle. As businesses increasingly rely on diverse teams, tools, and AI systems for content creation, maintaining brand integrity and adhering to regulatory requirements can become challenging. Traditional review processes often lead to bottlenecks, and content generated outside established workflows may go unchecked, resulting in risks and inconsistencies. The platform addresses these challenges by embedding governance directly into the content lifecycle. Lytho utilizes AI-powered features to apply brand and regulatory standards in real-time within the tools that teams already use, such as design platforms, content management systems (CMS), and collaboration tools. This proactive approach ensures that content is guided and validated during the creation process, rather than relying solely on post-creation reviews. By integrating governance into the workflow, Lytho helps organizations streamline their content production while maintaining compliance. Content governance refers to the system of controls, workflows, and standards that ensure every piece of content aligns with brand guidelines, regulatory requirements, and organizational policies. Without a robust governance framework, teams often depend on inconsistent manual reviews, which can lead to delays, compliance gaps, and off-brand outputs. Lytho integrates governance seamlessly into the workflow, automating checks, standardizing processes, and providing comprehensive visibility across the content lifecycle. This capability not only enhances efficiency but also fosters accountability among team members. Organizations choose Lytho for several key reasons. First, it ensures compliance across the entire content lifecycle by applying brand and regulatory standards from the initial creation phase through to distribution, complete with built-in audit trails for every asset. Second, Lytho embeds governance into existing workflows, allowing compliance checks to occur within the tools teams already utilize, thereby reducing friction and eliminating disjointed review processes. This integration enables organizations to scale their content production without increasing risk, accommodating growing demands and AI-generated output while maintaining control and consistency. Lytho serves enterprise marketing organizations, including leaders in brand management, content creation, operations, and compliance, who are tasked with protecting brand integrity while enabling growth. By using Lytho, organizations can reduce compliance risks, accelerate their time to market, and uphold brand integrity across all channels. This platform empowers marketing leaders to confidently embrace AI and meet the evolving demands of modern content creation, all while governing content at scale without hindering team efficiency. **Average Rating:** 4.3/5.0 **Total Reviews:** 362 #### How Do G2 Users Rate Lytho? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 8.9/10) - **Planning:** 8.0/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.9/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.6/10 (Category avg: 8.4/10) #### Who Is the Company Behind Lytho? - **Seller:** [Lytho](https://www.g2.com/sellers/lytho-2ff9b2d0-2170-41b9-9fd5-b1c763927f91) - **Company Website:** www.lytho.com - **Year Founded:** 1999 - **HQ Location:** Morrisville, NC - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e62d3132e9c67653f48d2804e004eceaa44de21f8ef083c0b6820c6ed4ddb52&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F93946%2F&secure%5Burl_type%5D=linkedin_company_website) 77 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Graphic Designer, Senior Graphic Designer - **Top Industries:** Marketing and Advertising, Higher Education - **Company Size:** 51% Medium, 23% Large #### What Do G2 Reviewers Say About Lytho? _AI-generated summary from verified user reviews_ ##### Pros - Users find Lytho's **ease of use** and intuitive interface greatly enhances their workflow and organization. - Users value Lytho for its **unified project management** , enhancing workflow, collaboration, and brand consistency effortlessly. - Users value Lytho's **seamless team collaboration** , enhancing workflow organization, version control, and reducing email dependency. - Users value Lytho for its **organization capabilities** , enhancing clarity and collaboration in project management and asset handling. - Users appreciate the **user-friendly interface** of Lytho, which makes navigation and teamwork effortless and efficient. ##### Cons - Users find the **missing features** in Lytho, particularly regarding request and project integration, frustrating and confusing. - Users find Lytho's interface **not intuitive** , leading to confusion and inefficiencies, especially for new or occasional users. - Users report a **steep learning curve** with Lytho, finding navigation and setup particularly challenging and time-consuming. - Users report **adjustment issues** with Lytho, citing confusion in review layouts and challenges with document modifications. - Users find Lytho's **complexity** problematic, citing challenges with document updates and multi-step processes that hinder productivity. #### What Are Recent G2 Reviews of Lytho? **["Powerful to Use with Outstanding Features and Support"](https://www.g2.com/survey_responses/lytho-review-11973127)** **Rating:** 5.0/5.0 stars _— Frank V._ [Read full review](https://www.g2.com/survey_responses/lytho-review-11973127) **["A true single-source of truth for our little creative team"](https://www.g2.com/survey_responses/lytho-review-9235832)** **Rating:** 5.0/5.0 stars _— kerry m._ [Read full review](https://www.g2.com/survey_responses/lytho-review-9235832) #### What Are G2 Users Discussing About Lytho? - [What are the benefits and challenges of using Lytho Creative Workflow for managing creative projects?](https://www.g2.com/discussions/what-are-the-benefits-and-challenges-of-using-lytho-creative-workflow-for-managing-creative-projects) - [What is Lytho Creative Workflow used for?](https://www.g2.com/discussions/what-is-lytho-creative-workflow-used-for) - 1 comment - [What is DivvyHQ used for?](https://www.g2.com/discussions/what-is-divvyhq-used-for) - [What is Lytho Digital Asset Management used for?](https://www.g2.com/discussions/what-is-lytho-digital-asset-management-used-for) - [What does Inmotion Ignite do?](https://www.g2.com/discussions/what-does-inmotion-ignite-do) ### [IBM Targetprocess](https://www.g2.com/products/ibm-targetprocess/reviews) IBM Targetprocess, is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth. IBM Targetprocess is a platform for enterprise agile planning (EAP) and strategic portfolio management (SPM) solutions that allows business and technology planners at all levels to dynamically plan and manage work, resources, investments, programs, and portfolios while ensuring continuous alignment to the enterprise strategy in a single source of truth. The combination of flexible architecture and Solutions Library helps to ensure the fastest time to value for every solution. IBM Targetprocess integrates directly with the financial management platform to provide financial insights into labor allocations, labor capitalization, and labor forecasts to improve how a company measures, plans, and invests in their workforce. Solutions: IBM Targetprocess' solutions-led strategy to make Enterprise Agile easier, allowing teams to take a building-block style approach to their agile transformation. Strategic planning solutions allow business leaders to capture strategy and OKRs in a single source of truth, and even update priorities with confidence that portfolio, product managers, and even autonomous Agile teams will see and align their work to the new priorities. Resource Management solutions allow portfolio and product teams to plan and forecast capacity and dynamically manage resources while minimizing risks and optimizing resource utilization. The Portfolio budgeting solutions enabled by IBM Targetprocess partners financial teams with product and portfolio managers to enable a shift to continuous product funding, and Program Management solutions ensure the successful execution of Agile programs across hybrid and strategic portfolios. Strategic Planning: Align work, labor, and investments to the strategic objectives of the business and maximize execution. • Capture and communicate corporate objectives in a persistent tool visible by the entire organization. • Link specific elements of execution to strategic objectives (i.e. initiatives, epics, features, teams, budgets, etc.). • View the split between Run-the-Business and Change-the-Business goals and pivot investments. • Easily track and view progress of strategic objectives. Portfolio Budgeting: Align with finance as you shift from annual funding of projects to continuous product funding. • View portfolio totals, actuals, OpEx, and CapEx, budgeted costs, and labor and non-labor costs in one place. • One source of truth to view portfolio budgets and their initiatives. • View the split between labor and non-labor actuals on a monthly basis. • Quickly change Funded costs and labor/non-labor costs in the initiative breakdown. Resource Management: Optimize resources, capacity, and demand to reduce risk and maximize utilization of headcount. • Monitor the impact of changes in real-time, with multiple views of reports to minimize inefficiency and overutilization. • Dashboards allow optimization of incoming demand against capacity. • Connect resource bill rates, team rates, and blended rates and utilization with automatic cost forecasting. Program Management: Digitize and automate quarterly business and program increment planning. • Seamlessly setup PI Planning with connected backlogs for Portfolio, Product, and Teams. • Visualize key metrics and flow of value with Flow metrics in a customizable dashboard. • Execute confidently by easily tracking progress in real-time, quickly identifying dependencies, and adapting to changes through the Program Board. Market Differentiators: - Flexible architecture: Targetprocess flexible architecture adapts to your organizations operating models – no matter how unique. - Time to value: Targetprocess Solutions Library minimizes administrative overhead and delivers rapid time to value for every solution. - Holistic financials: Targetprocess and IBM Apptio provide visibility to labor and non-labor costs for planning and managing investments. **Average Rating:** 4.3/5.0 **Total Reviews:** 236 #### How Do G2 Users Rate IBM Targetprocess? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.9/10) - **Planning:** 7.6/10 (Category avg: 8.8/10) - **Creation & Assignment:** 8.5/10 (Category avg: 8.9/10) - **Resource Allocation:** 7.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind IBM Targetprocess? - **Seller:** [Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company) - **Year Founded:** 1996 - **HQ Location:** Bellevue, WA - **Twitter:** @Apptio 9,662 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1eb96595a20d7a25bffe1aafb247c6ba8f7736fdc37e3f26d0f035642254f629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapptio%2F&secure%5Burl_type%5D=linkedin_company_website) 1,280 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Software Developer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% Medium, 35% Small #### What Do G2 Reviewers Say About IBM Targetprocess? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **bird's eye view of projects** , enhancing collaboration and visibility across the enterprise for better decision-making. - Users appreciate the **flexibility** of IBM Targetprocess, as it adapts well to various frameworks and organizational needs. - Users appreciate the **comprehensive organization** capabilities of IBM Targetprocess, which enhance project visibility and management efficiency. - Users appreciate the **ease of use and seamless integration** of IBM Targetprocess, enhancing team management and communication. - Users commend the **seamless team collaboration** of IBM Targetprocess, enhancing communication and project tracking effectively. ##### Cons - Users find the **steep learning curve** challenging, wishing for more documentation and guidance for better tool utilization. - Users find the **learning difficulty** problematic due to unclear documentation and inadequate training resources, hindering best practices. - Users find the **complexity** of IBM Targetprocess can hinder setup and usability, especially for Agile newcomers. - Users find the **difficult navigation** in IBM Targetprocess frustrating, hindering their ability to easily access information. - Users struggle with **navigation difficulty** in IBM Targetprocess, finding it hard to locate essential features and information. #### What Are Recent G2 Reviews of IBM Targetprocess? **["Single Source of Truth with Clear Visibility Across Teams and Portfolios"](https://www.g2.com/survey_responses/ibm-targetprocess-review-12285719)** **Rating:** 5.0/5.0 stars _— Verified User in Automotive_ [Read full review](https://www.g2.com/survey_responses/ibm-targetprocess-review-12285719) **["Streamlined Project Management, Needs UI Improvements"](https://www.g2.com/survey_responses/ibm-targetprocess-review-11647564)** **Rating:** 4.0/5.0 stars _— Anant D._ [Read full review](https://www.g2.com/survey_responses/ibm-targetprocess-review-11647564) #### What Are G2 Users Discussing About IBM Targetprocess? - [What is Apptio Targetprocess used for?](https://www.g2.com/discussions/what-is-apptio-targetprocess-used-for) - [‹ Prev‹ Prev](/categories/project-management/small-business?order=g2_score&page=3#product-list) - [1](/categories/project-management/small-business?order=g2_score#product-list) - [2](/categories/project-management/small-business?order=g2_score&page=2#product-list) - [3](/categories/project-management/small-business?order=g2_score&page=3#product-list) - 4 - [5](/categories/project-management/small-business?order=g2_score&page=5#product-list) - [6](/categories/project-management/small-business?order=g2_score&page=6#product-list) - [7](/categories/project-management/small-business?order=g2_score&page=7#product-list) - [8](/categories/project-management/small-business?order=g2_score&page=8#product-list) - [9](/categories/project-management/small-business?order=g2_score&page=9#product-list) - [10](/categories/project-management/small-business?order=g2_score&page=10#product-list) - [Next ›Next ›](/categories/project-management/small-business?order=g2_score&page=5#product-list) Spotlight Categories [Data Science and Machine Learning Platforms](https://www.g2.com/categories/data-science-and-machine-learning-platforms) [Spend Management Software](https://www.g2.com/categories/spend-management) [Inbound Call Tracking Software](https://www.g2.com/categories/inbound-call-tracking) [Event Registration and Ticketing Software](https://www.g2.com/categories/event-registration-ticketing) [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) Similar Categories - [Capital Project Management](/categories/capital-project-management) - [Earned Value Management](/categories/earned-value-management) - [Kanban Project Management](/categories/kanban-project-management) - [Project and Portfolio Management](/categories/project-and-portfolio-management) - [Project Collaboration](/categories/project-collaboration) - [Project Cost Management](/categories/project-cost-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 Management Themes](/categories/project-management/themes) ![Subhransu Sahu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Subhransu Sahu") SS Researched and written by [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu) Updated Products classified in the overall Project Management category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Project Management 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 Small Business Project Management category. In addition to qualifying for inclusion in the Project Management Software category, to qualify for inclusion in the Small Business Project Management Software category, a product must have at least 10 reviews left by a reviewer from a small business. Show More * * * ## How Do You Choose the Right Project Management Software? ### What You Should Know About Project Management Software ### What is Project Management Software? To better understand project management software tools, it helps to clearly define what constitutes a project. According to the Project Management Institute, a project is a “temporary endeavor undertaken to create a unique product, service or result." This includes five phases that need to be completed to achieve the objective. The phases are: initiating, planning, executing, monitoring and controlling, and closing. Any project management software should provide features for all these phases.  While the five phases stay the same, there are multiple approaches to project management. The most important include: **The** **phased approach:** It is also known as waterfall project management. The phased approach is a series of distinct steps that depend on the completion of a previous phase. Project phases can only be managed in a linear sequence, making it difficult to correct errors.  **The** **iterative and incremental method:** It consists of repeated cycles. This means a deliverable can be reviewed and improved after its initial completion. This approach, also known as agile project management, can be particularly beneficial in software development. **Lean project management:** It uses lean management principles to reduce waste while maintaining a high level of productivity. This approach helps companies identify and eliminate tasks that do not bring value to the company and the customer.  **Critical chain project management:** It is based on the theory of constraints (ToC), a management philosophy focusing on restrictions that may jeopardize the success of a project. By identifying the most critical constraints, companies can prepare to avoid project issues. **Process and product-based project management:** It focuses on outcomes. It is a part of the benefits realization management approach. When the result is a product, the company defines and manages projects to optimize production and distribution. For professional services companies, the business processes are at the core of their project management strategy. Project management software has evolved into new offerings, including professional services automation (PSA) software and project and portfolio management (PPM) software. PSA software includes back-office features, such as CRM and accounting, on top of project management. PPM solutions focus on unifying multiple types of projects and managing the interdependencies between them. Buyers need to understand the differences between these types of software to choose the best solution for their needs.  SMB companies may benefit from a PSA solution that combines project management and back office, thus providing a single data repository and an integrated system. A possible drawback of PSA is that it may not always include robust back-office features, which is why companies may prefer to choose a separate accounting or CRM solution. Medium to large professional services providers can significantly benefit from PPM software, which allows them to manage projects with multiple stakeholders. PPM can be quite expensive and needs to integrate with other systems, such as [ERP systems](https://www.g2.com/categories/erp) or [CRM software](https://www.g2.com/categories/crm), which usually requires extra investments. Small companies are facing another critical challenge when evaluating project management software: the multitude of solutions that only provide subsets of a typical project management solution. A few examples are task management and project collaboration tools, which can be used to complement core project management features but not to replace them. While these types of software are more affordable than project management solutions and can be a good option for startups and micro businesses, they usually become insufficient as a company grows. #### What Types of Project Management Software Exist? Project management software is designed to be implemented in different ways, including best of breed, all-in-one suite, and point solutions.  **Best-of-breed software**   Best-of-breed software focuses exclusively on project management. **All-in-one suites**   All-in-one suites include other types of capabilities such as CRM or billing.  **Point solutions**   Point solutions are designed to complement project management tools by offering features such as project collaboration or project analytics.  **Industry-specific project management solutions**   Industry-specific project management solutions are designed for professionals in various industries such as design, real estate, legal services, etc. These solutions provide standard project templates and reports or KPIs for an industry or market. They are also tightly integrated with other software created explicitly for the same industry. ### What are the Common Features of Project Management Software? The following standard functionality is included in most project management solutions: **Definition:** Project definition functionality is the core of any project management software because it allows companies to define the project structure, which is the base of any business activity. A project structure needs to be carefully defined; it is difficult to make significant changes to it while it is implemented due to the risk of disrupting the project. At the same time, project management software should allow users to adjust structures to keep projects on track. **Plans:** Project management software should provide multiple options to plan projects, such as templates and rules to define who does what and when. A project plan template is a good starting point for any project because project managers don’t need to start planning from scratch. Project rules can be used to define workflows for resource allocation, task dependencies, and project deadlines. Project plans should also take into account the risks that may impact a project. For instance, project managers may want to allocate more than the standard time and resources to complete a task. It is always preferable to plan for the worst possible scenario. **Schedules:** Project schedules include milestones and deadlines, which establish when each stage of the project is expected to be completed. Depending on the complexity of the project, deadlines can also be assigned to activities and tasks. Project management solutions should include features to define milestones depending on the interdependencies between tasks. For instance, some tasks can only start when the previous ones are completed, while other activities can be done parallelly. **Visualization:** Project visualization features (such as GANTT charts) provide an overview of all activities, tasks, deadlines, and milestones of a project. The ideal visualization allows users to drill down to each level of the project structure to find details on a resource or activity. Users with proper authorization should also be able to adjust visual schedules, and any changes to any action or milestone should automatically update any other related parts of the project. **Workflows:** Workflows and processes define how activities are performed during the phases of a project. These features need to be customizable to adapt to the needs of each team and should provide sound logic to take into account project constraints and limitations. To improve accountability, workflows should include approvals so that supervisors, project managers, and executives take responsibility for the quality of the services provided. **Tasks:** Task management is used to define, schedule, and monitor employees and their work. This can be critical to managing multiple teams working from different locations, as well as field personnel or external contractors and consultants. Project management software should provide the ability to adjust schedules based on unexpected changes or customer requests. To-do lists are also part of task management and are used to create lists of tasks by an employee or team. Using to-do lists, project managers can assign work to employees without giving them access to the entire project. To-do lists can also be used as checklists that employees use to track their progress. **Resource management:** Resource management is particularly important because it can have a significant impact on the cost of the project. Each type of activity may require specific resources, which should be optimally used to keep costs down. Teams also benefit from the ability to allocate resources across multiple activities and projects, which allow them to acquire materials in bulk and save on purchasing costs. Besides, the ability to substitute unavailable resources with compatible alternatives can reduce costs and avoid delays. **Documentation:** Project documentation functionality manages the process for all documents related to a project, such as contracts, statements of work, quotes and proposals, and so on. These documents are usually stored in an electronic format, making it easier for users to share them internally and externally. It is also crucial that a project management solution includes templates for documents and the option for users to reuse content. **Reporting:** Reporting, analytics, and dashboards are used by all parties involved in a project, from employees to external consultants and even the customers. It is therefore essential for the analytics features to be flexible enough to easily adapt to each type of user. At the same time, sensitive information such as private data or financial details should only be shared with authorized users through secure portals. Other Features of Project Management Software: [Capacity Capabilities](https://www.g2.com/categories/project-management/f/capacity), [Critical Path Capabilities](https://www.g2.com/categories/project-management/f/critical-path), [Dependencies Capabilities](https://www.g2.com/categories/project-management/f/dependecies), [Issue Tracking Capabilities](https://www.g2.com/categories/project-management/f/issue-tracking), [Mass Updates Capabilities](https://www.g2.com/categories/project-management/f/mass-updates), [Project Budgeting Capabilities](https://www.g2.com/categories/project-management/f/project-budgeting), [Project Map Capabilities](https://www.g2.com/categories/project-management/f/project-map), [Recurring Tasks Capabilities](https://www.g2.com/categories/project-management/f/recurring-tasks), [Resource Allocation Capabilities](https://www.g2.com/categories/project-management/f/resource-allocation), [Task Prioritization Capabilities](https://www.g2.com/categories/project-management/f/task-prioritization), [Time & Expense Capabilities](https://www.g2.com/categories/project-management/f/time-expense)  ##### Additional Project Management Software Features Additional project management features are sometimes included in the core project management solution or delivered separately as addons or separate tools: **Kanban:** Based on lean management principles, kanban functionality aims to eliminate wasteful work using visual representations of projects. Kanban boards include cards that can be used to group tasks and easily assign activities to employees or teams. These features are particularly useful for agile project management. **Collaboration:** Collaboration between employees or between a company and its customers and partners can be critical to the success of a project. While collaboration platforms and software can be used separately from project management solutions, it is preferable to combine them in one system, especially for complex projects. **Document management:** Project managers use documents such as statements of work (SOW) and work breakdown structures (WBS) to share project plans and information internally and externally. File sharing is an important feature that allows all parties access to documents. More advanced document management features allow users to collaborate on creating and modifying documents. Access to documents should be managed by role to limit access to sensitive information. **Billing:** Billing and expense management isn't always required for project management, but can be very important for complex projects. When multiple parties are involved in a project, it is essential to ensure that the human and material resources used have been appropriately billed. **Optimization:** Project optimization uses historical data to identify bottlenecks and other factors that hurt past projects. This allows companies to take corrective actions and avoid repeating the same mistakes in the future. For instance, if a contractor is always late or does mediocre work, the company should replace it with another services provider. **Simulation:** Project simulation allows project managers to create and compare multiple scenarios for a project and identify the best option to be implemented. Each scenario describes different ways to allocate resources and define milestones and can also take into account various constraints and possible bottlenecks. This type of feature is particularly important for large custom projects with complex activities. **Project accounting:** This type of functionality is usually delivered as a module of accounting software and project-based ERP software. Its primary purpose is to track project costs and revenue and consolidate any financial information related to project management. Project accounting provides critical information on the financial performance of each project or portfolio. **Earned value management (EVM):** EVM is another way to track project performance. This type of software also provides features that monitor project progress. EVM helps companies estimate project costs, track actual costs, and calculate the earned value of the project. While any company can use this type of functionality, it is more beneficial for large and complex projects that require significant investments. For instance, EVM is a must-have for companies delivering capital projects such as infrastructure or urban development. **Work breakdown structure (WBS):** For complex projects, companies need to break the project into smaller components and plan them separately. Different employees and teams can be in charge of each element, and external consultants or service providers can also be involved. Companies use a WBS to track the project and its components by monitoring tasks, subtasks, resources, and the people involved. **Risk management:** Despite planning and monitoring, projects can be negatively impacted by unexpected events such as natural disasters, hacking, or changes in personnel. While it’s impossible to prepare for any risk, companies can use project risk management capabilities to identify potential issues. Project risk management software also helps companies create plans and corrective actions to mitigate risk when it occurs. ### What are the Benefits of Project Management Software? **Resource management and cost tracking:** The main reason why companies use this type of software is to manage resources and track costs for nonrepetitive business operations. For instance, marketing companies usually provide standard services such as social media promotion, but they may also create customized campaigns for large clients. The standard services are delivered in the same way to all customers and are therefore repetitive and require similar resources, which means that their cost is usually the same for every client. Custom campaigns can be completely different depending on the needs of the customer, meaning that the resources allocated to each project will also vary, and so will its costs. **Diversification of offering:** Project management software offers the ability to combine multiple types of services to diversify the offering of a company. This flexibility allows teams to adapt to the changing preferences of their customer and market demand. The ability to quickly respond to market changes can be an essential competitive advantage in highly competitive industry sectors such as professional services.  **Effectiveness and profitability tracking:** Project management is needed to track the effectiveness and profitability of professional services activities. By allocating the right resources to the right tasks at the right time, project managers can deliver the project on time and on budget, which improves customer satisfaction and productivity. ### Who Uses Project Management Software? Most employees, as well as the partners and customers of a project-based business benefit from using project management software.  **Employees:** Project management software help employees involved in project execution, who need to know what they have to do and when. Employees also update the system when they complete tasks and use the software to communicate and collaborate with internal and external stakeholders. Through integration with other solutions, employees can track the time spent on each activity or check the availability of resources like equipment or components.  **Project managers:** Project managers need access to all the features of the system to define projects and resources and monitor all activities, but also to intervene and modify any part of a project when necessary. This can only be achieved through alerts and notifications with different levels of severity, and which include workflows for escalation. Project managers are also involved in setting and managing access rights for internal and external users. **Executives:** Executives mostly use analytics and reporting to monitor projects. Besides details on the status of the project, they also need information on the costs of the resources allocated and the overall effectiveness of each project. They can also benefit from using alerts and notifications when activities or stages of the project are completed.  **Partners:** It is important for partners, such as contractors or third-party providers of services that complement the offering of the company. Since external contributors are only involved in particular activities at different stages of the project, they need to access the information required to do their job and nothing more.  **Customers:** Customers may also use this type of software through dedicated portals to monitor the progress of one or multiple projects, provide feedback, and communicate with the service provider. For large and complex projects, customers may have a dedicated person or team responsible for the project; they could need access to the project management solution of the provider. ### What are the Alternatives to Project Management Software? There are several alternatives to project management software which can replace this type of software, either partially or entirely: [Project and portfolio management software](https://www.g2.com/categories/project-and-portfolio-management) **:** PPM focuses on project portfolios, which are groupings of projects with common characteristics, that share the same resources and can be planned and managed as a group. While PPM software often includes functionality to manage individual projects, project management solutions usually don't provide portfolio management features. This means that standard project management tools are not a good option for companies that need to manage portfolios of projects. [Professional services automation software](https://www.g2.com/categories/professional-services-automation) **:** PSA is an ERP for professional services, which delivers modules for the front office (sales and marketing), back office (accounting and HR), as well as PPM. This type of software is ideal for medium and large services companies that prefer to use a single integrated system for the entire business. **ERP:** Other than PSA, there are two types of ERP for project-based companies: [ETO ERP software](https://www.g2.com/categories/eto-erp) (for manufacturers of complex custom products in industries like aerospace and defense) and [Project-based ERP software](https://www.g2.com/categories/project-based-erp) (for government contractors). Typical ERP systems don't always include the functionality required by these companies, such as bidding, contract management, or time and expense management. Also, most ERP systems' project management modules aren't robust enough for manufacturing and government contractors.  [Work management software](https://www.g2.com/categories/work-management) **:** Small and medium professional services companies don't always need PSA but often require features that aren't usually included in project management software. These features can vary by industry, for instance, marketing agencies need content authoring and document management functionality. Work management is a relatively new type of software that combines project management with collaboration and industry-specific functionality. #### Software Related to Project Management Software Most business software is related directly or indirectly with project management software, some of the most important ones are: [Collaboration & productivity software](https://www.g2.com/categories/collaboration-productivity): Collaboration is critical for project management because there are always multiple parties involved. While project management software includes essential features for collaboration, more advanced software such as team collaboration software can be beneficial for large teams and complex projects. When it comes to productivity, new types of tools such as productivity bots software allow project managers to automate mundane tasks and focus on strategy. [Content management systems](https://www.g2.com/categories/content-management): In some industries like marketing and advertising, content is the main deliverable of the company. Therefore, it is important for teams that rely on content to have the ability to manage libraries, databases, and other tools needed to create, track, and share multiple types of content. Depending on the complexity of the deliverables, project managers may need to use simple tools such as online form builder software, or complex solutions like knowledge management and enterprise content management (ECM) software. [Partner management software](https://www.g2.com/categories/partner-management): Project managers often work with external consultants or companies specialized in business areas that the company doesn’t have the expertise to cover. For instance, companies may need to work with legal consultants to make sure that contracts and other documents comply with regulations. Outsourcing specific tasks to freelancers can also be more beneficial than hiring employees. In these cases, project managers need to track who they’re working with, what they are responsible for, and how they perform. [Process automation software](https://www.g2.com/categories/process-automation) **:** Medium to large companies with complex operations need to define, implement, and optimize team processes to streamline operations. While project management software includes some features for workflow management, advanced functionality for process automation requires integration with business process management software. Another way to automate processes is to use robotic process automation (RPA) software, which uses bots to assist employees with repetitive and tedious tasks. [Accounting software](https://www.g2.com/categories/accounting) **:** Accounting and billing software is used to manage a project's invoices and track costs. Accounting software can also be used for complex projects that involve teams in several locations that may have different financial regulations, currencies, or taxes. Billing software is also essential for large projects to consolidate different types of expenses related to the purchase of resources, rentals of equipment, or services delivered by contractors. [Contract management software](https://www.g2.com/categories/contract-management) **:** Contract management software defines the terms and service level agreements for projects. Service providers must identify activities and milestones and ensure their customers have access to this information. Contracts can also be used for legal issues caused by late deliveries and the poor quality of the services provided, and sometimes to collect outstanding payments from customers. [Customer service software](https://www.g2.com/categories/customer-service) **:** Customer service software is used to maintain the relationship with the customer during the contract and to ensure that terms and conditions are correctly applied. The customer service department is usually the main point of contact between companies and their customers; they must be able to react quickly and efficiently to any customer requests. They are also responsible for identifying issues that may jeopardize the relationship with the customer, and escalating them to project managers. [HR software](https://www.g2.com/categories/hr) **:** HR software and payroll solutions are essential for large companies with many employees. These types of software are used to define job roles and responsibilities, wages, and other forms of remuneration, and work schedules. Since labor is the most important part of the total costs of any professional services company, it is critical to track it while also ensuring compliance with labor laws and collective bargaining agreements. [ERP systems](https://www.g2.com/categories/erp-systems) **:** ERP systems usually include some of the features mentioned above but rarely all of them. When companies use ERP as their primary system and cannot afford separate solutions for customer service or contract management, they prefer a project management solution that includes these features. They may also choose to adopt tools or addons that complement their ERP and project management solutions. There are also several types of services related to project management software. Related services can vary from external project management to project optimization, and can be delivered by a company of any size from independent contractors to multinational consulting companies: - **Outsourcing:** Project management outsourcing is used by companies that do not wish to invest in the technology and the expertise required to manage projects. While this approach is mostly adopted for one-time projects, some companies use it regularly. - **Advisory:** Project advisory services help companies define and implement strategies to improve the way they deliver projects or groups of projects. Advisors work with executives and project managers to determine how a company can optimize its offering to adapt to market changes, expand to new markets, or diversify its activities. - **Consulting:** Consulting services for project optimization are essential for professional services companies that do not have the internal expertise required to determine what can be improved. Consultants with extensive experience can quickly identify areas of improvement, and suggest changes or new approaches to project management. ### Challenges with Project Management Software There are hundreds of project management software and tools which may seem similar but aren’t. The difference between these solutions makes it difficult for buyers to understand exactly what they do and how they work with other software products. The most important challenges with project management software are described below: **Features:** Not enough or too many features can be an issue for growing companies that either outgrew existing software or implemented project management solutions that are too advanced for their needs. The best way to avoid this problem is to evaluate project management solutions based on current and future needs. **Integrations:** Lack of integration between project management software and other solutions creates silos of information that are disconnected, which can lead to data processing errors. User adoption can also be negatively impacted when employees use multiple systems and enter the same information in more than one. **Reporting:** Canned reporting and lack of analytics is a significant issue for legacy project management solutions. New software usually provides more flexible analytics or integration with business intelligence tools. Another challenge is that more flexible analytics don’t necessarily cover advanced reporting needs. Buyers should evaluate vendors’ ability to offer the optimal mix of analytics features and flexibility for their specific needs. **Bring your own software (BYOS):** BYOS is a trend similar to bring your own device (BYOD); it refers to the fact that employees can decide to use project management tools that are not approved by their employer. Since there are different tools available, many of them free to use, employees may be tempted to try them for their team or department. This trend may lead to the creation of information silos when different teams or departments choose to utilize separate project management software. **Legacy software:** While most project management software products are web-based (meaning users only need an internet browser to access the system), some old solutions still need to be hosted by the company on its servers. On-premises project management (known as self-hosted project management software) needs to be installed on a server and on the computer of each employee who needs access to the software. Adding or removing users can be difficult. Additionally, old project management tools that don’t have a web-based interface aren’t very user friendly and cannot be easily configured. ### Which Companies Should Buy Project Management Software? Any company that manages projects can benefit from this type of software, but project management software is essential for the following types of businesses: **Professional services companies:** Professional services are usually delivered as projects, such as a marketing campaign to launch a product or the design of an apartment building. Each project can have different deliverables and timelines and require multiple resources (human and material). Professional services companies need to plan project management tasks, assign resources to each one, and monitor project progress to deliver on time and budget. **Project-based manufacturers:** Project-based manufacturing (also known as engineer to order or make to order) refers to the production of unique products customized for each customer. A few examples of such products are conveyor systems for warehouses, drilling equipment for oil and gas, or shipping vessels. Project management helps these companies design, manufacture, and provide maintenance services for complex custom products. ### How to Buy Project Management Software #### Requirements Gathering (RFI/RFP) for Project Management Software Requirements should cover the entire lifecycle of the project, from scoping and estimating to planning, execution, monitoring, and closing. Depending on the complexity of its operations, buyers may want to create more detailed requirements for the functionality that is critical to the company. For instance, a business that outsources project execution would focus more on defining, planning, and tracking projects. #### Compare Project Management Software Products **Create a long list** The long list is created by excluding the products that are not a good fit for the buyer. If buyers only want cloud software, all solutions delivered on-premises are excluded from the list. Another essential criterion could be the project methodology supported by the software. IT departments and services providers prefer to take an agile approach to project management, which means that all solutions not supporting this methodology are usually not considered for the selection. **Create a short list** The requirements list mentioned above is sent to the vendors included in the long list to provide detailed information on supporting each feature. Buyers should also ask vendors to provide customer references and pricing information. It is highly recommended to use objective third party analysis and software reviews to learn more about the vendors and their products. Using vendor responses to RFIs, customer references, reviews, and independent research, buyers can compare products to identify their strengths and weaknesses. At the end of the processes, buyers should have a list of two to four finalists that provide very similar functionality. **Conduct demos** The best way to differentiate between the products on the short list is to conduct demos of each product to see how they can be used in real-life scenarios. Buyers create demo scripts that include requirements and workflows specific to their company, and vendors provide a demo in real-time, which follows the script. Since very long demos can be counterproductive, buyers should focus on the critical features. For instance, instead of asking vendors to show how they create a project and add tasks to it (which is basic project management), buyers may want to focus on interdependencies between tasks or changes to a project's timeline.  Other than functional requirements, buyers should also evaluate a product based on its ease of use and flexibility to make sure that it’s intuitive and collaborative. The selection team members attending the demo should rate each criterion or requirement on a predefined scale, which will allow them to consolidate all ratings and objectively compare software.  #### Selection of Project Management Software **Choose a selection team** The selection team includes executives such as the CEO, CTO, or CFO, as well as project managers or members of the project management office team. It is recommended that the project managers involved have extensive experience managing projects and using this type of software.  **Negotiation** While the software's cost is usually an essential factor in negotiation, buyers should not compromise on features to save money. It may also be tempting to buy components or services that are not critical or important for the company. At the same time, buyers should try to get discounts or free tools and services to complement the project management solution.  Medium to large companies should also take into account the ability of the vendor to help them update their business processes and best practices for project management. An engineering company and a marketing agency have very different operations and the project management software alone may not be enough to increase productivity. While they can be expensive, business process reengineering services are critical for companies with complex projects. **Final decision** The final decision should be made by the entire selection team. It should be based on the information gathered about each product, its vendor, and their ability to provide the functionality and services required by the buyer. Ideally, buyers should request information on the estimated ROI of the software. The vendor's contract length and discounts can also have a significant impact on the final decision.  ### What Does Project Management Software Cost? On-premises project management software is sold as perpetual or named licenses, which allow buyers to use the software indefinitely and without renewals. The cloud or SaaS solutions use the subscription model, which licenses the software on a monthly or yearly basis. This does not include licenses for operating systems or database management, which are the buyer's responsibility. Most project management software provide multiple tiers or editions, which are versions of the same software with different features. Many basic versions are free for a limited number of users. In theory, cloud products allow buyers to scale up or down quickly (add or remove users) and change editions. In practice, vendors try to sell packages or plans that are less flexible and only allow buyers to make changes at the end of the contract. The licenses' cost can vary depending on the user's role (administrator, employee, manager, or contributor).  Finally, a project management solution's initial cost may include various services offered by the vendor, such as consulting, customization, integration, or business process reengineering.  #### Return on Investment (ROI) To determine the ROI of a project management software, buyers need to identify the product's costs (initial and ongoing) and its quantifiable benefits (increased productivity, less time spent managing tasks, better resource allocation). The costs and benefits of the software aren't always obvious. For example, ongoing costs represent the licenses users need to access the system and include additional support, training, or software configuration. Large companies may also require a dedicated employee to manage the system, user access, or change requests. The main challenge with the benefits is that they are difficult to calculate. Therefore, buyers must estimate how the advantages of project management software impact their finances and profitability. ### Implementation of Project Management Software **How is Project Management Software Implemented?** Depending on the complexity of the software and the buyer's operations, implementation can be straightforward or complicated.  **Small businesses:** Small businesses with essential project management needs usually adopt cloud software, which does not require installation. Standard project management software usually provides enough out-of-the-box features for these companies, so there's no need to configure the system or buy additional modules or addons. **Mid-market** **companies:** Such companies may require industry-specific features, data migration, and integration with other business software. These require an implementation plan and a dedicated employee in charge of the process. Vendor assistance is also essential, especially for configuration, data migration, and integration.  **Enterprises:** Enterprises usually take a phased approach to implementation by deploying the software in each location or division at a time. This approach is preferable to deploying the system everywhere at the same time, which can cause significant disruptions and requires substantial resources. **Who is Responsible for Project Management Software Implementation?** Buyers should have a project manager in charge of the implementation, who works with a team of subject matter experts, and the vendor and its partners.  While managers and executives aren't always directly involved, they are responsible for keeping the implementation on track. Any changes are recommended by the project manager and approved or rejected by the managers in charge. **What Does the Implementation Process Look Like for Project Management Software?** The implementation process is made of several phases, which may not always apply to all buyers. For instance, a new company does not need data migration services since it has no historical data from previous systems.  The main phases of a project management software implementation are as follows: **Data migration:** Migration of data from any data sources used previously by the buyer to manage projects, such as software, spreadsheets, custom solutions, and databases. While keeping historical data is essential for reporting purposes, companies don't need to migrate all the details of past projects such as project plans, GANNT charts, and so on. **System configuration:** System configuration varies significantly from one company to another and can be a fundamental challenge. Standard project management requires little setup, but managing complex processes may involve advanced customizations and integration with other systems or records such as CRM or ERP. **User management:** User management defines who does what in the system and assigns them access rights accordingly. An administrator has access to all features, including the user management module. Project managers can add and modify projects. Most employees can only see and complete the tasks assigned to them. **Testing the software:** Software testing should be performed using a demo database, a copy of the database used for daily operations. Ideally, the demo dataset should include the data from migration and the system and user roles configuration.  **Training:** User training can be done using online learning tools or in person (recommended for admins and advanced users). It also helps to train a trainer who can help new users with training.   **Go-live:** Go-live refers to the switch from the old system (or multiple products) to the new project management solutions. Using both the old and new software is not recommended after the go-live, as it will generate confusion, double entries, and loss of productivity. **Adjustments:** Some adjustments are unavoidable after the implementation. Generally, complex implementation and software require more adjustments after go-live.  **When Should You Implement Project Management Software?** It is recommended to avoid implementing project management software during a critical phase of an important project. When buyers use this type of software to manage project costs and budgets, it is preferable to finalize the implementation after the year-end financial closing process. This ensures that accounting transactions related to projects are closed and do not impact the new fiscal year.  ### Project Management Software Trends **Cloud** Cloud and mobile technologies are making project management more affordable and easier to use, which dramatically increased adoption in recent years. These technologies also allowed new players to enter the market and provide better and more flexible alternatives to legacy software. Multi-cloud is another trend that is gaining traction in the software market; it refers to partnerships between cloud vendors to deliver tighter integration between their offerings. Better integration can be beneficial for SMB companies with low budgets, but medium to large companies should also consider other options for integration. **Collaboration** Collaboration has always been an essential part of project management, but rigid project management software made it difficult. Recent technologies and higher expectations from new generations of users made vendors deliver better collaboration features, either out of the box or through integration with other software. Many vendors provide separate solutions for collaboration as part of their offerings while others only focus on this type of software. **Functionality** Extended functionality refers to the tendency to add more features, such as customer management, billing, or accounting, on top of the core offering for project management. Vendors use this strategy to differentiate themselves from competitors. This approach can be beneficial for SMBs who prefer to have project management and other features delivered as a single product. It can also be confusing for medium to large companies because the extended functionality isn’t always robust enough for their needs. **Manufacturing** Another trend related to project management software is the need for manufacturing and distribution companies to diversify their activities to increase revenues and provide a better customer experience. Traditionally, only manufacturers of heavy machinery or sophisticated equipment would provide installation and maintenance to customers to avoid costly mistakes. Nowadays, SMB manufacturers are adopting similar strategies but cannot afford to invest in project-based ERP to manage their new activities. Instead, these companies rely on project management or field service software, which are usually separate from their ERP systems. **Agile project management** Agile project management is a methodology that focuses on the collaboration between cross-functional teams. As opposed to the traditional waterfall approach, agile is based on frequent inspection of the progress of a project which can trigger corrective actions. This way, issues or challenges can be addressed quickly before they become significant and may jeopardize the success of a project. Agile project management also allows for rapid delivery of high-quality projects. While agile isn’t a new concept, it has been widely adopted recently because of its benefits, especially by IT and software development companies. **Virtualization** Virtual project management relies on a virtual team to complete tasks and monitor the effectiveness of a project. Virtual teams refer to employees working remotely across multiple locations. This approach may reduce project costs, but it can also bring challenges such as miscommunication between users from different countries and cultures, or the difficulty of scheduling employees across different time zones. **Work management** Work management is a new type of software that combines project management, workflow management, and collaboration process functionality to manage the flow of business data and operations. The main difference between work management and PSA software is that the former does not provide advanced back-office features like accounting. Work management will likely replace project management and back-office tools more and more in the future. Since work management solutions focus on services businesses, this type of software isn’t always a good choice for other industries like manufacturing or logistics. **Tools** Most project management features exist as separate tools that can be bought and used independently. Some examples include task management, time tracking, and resource management. Timesheets are another example of project management tools, these are used to monitor employees’ time on various tasks when they aren’t directly involved in project management. For instance, employees that install and maintain hardware don’t need to use project management software and can benefit from using timesheets.