# Best Resource Management Software - Page 2

  *By [Subhransu Sahu](https://research.g2.com/insights/author/subhransu-sahu)*

   Resource management software tracks, schedules, and optimizes human and material resources required for project management. This type of software helps users compare resource availability with demand and allocate said resources to deliver projects on time and on budget.

Resource management tools can also be leveraged by project managers to create schedules and plan for multiple tasks and projects.

There are two major types of resource management software: best-of-breed solutions, which focus exclusively on resource management, and all-in-one solutions that provide features for resource management combined with other functionalities such as project and portfolio management.

Resource management solutions should not be confused with project management tools. While project management software often includes features to allocate resources, resource management software does not cover tasks, milestones, or project portfolios. When delivered as a standalone product, resource management software needs to integrate with [project management software](https://www.g2.com/categories/project-management) or [project and portfolio management software](https://www.g2.com/categories/project-and-portfolio-management).

To qualify for inclusion in the Resource Management category, a product must:

- Define and manage various types of human and material resources
- Manage resource capacity and plan based on their availability
- Identify the best resources for each project type or task
- Deliver forecasts and demand-driven predictions for future projects
- Provide a single view of all resources used by the company





## Category Overview

**Total Products under this Category:** 108


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 19,800+ Authentic Reviews
- 108+ 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.


## Best Resource Management Software At A Glance

- **Leader:** [Float.com](https://www.g2.com/products/float-com/reviews)
- **Highest Performer:** [Epicflow](https://www.g2.com/products/epicflow/reviews)
- **Easiest to Use:** [ClickTime](https://www.g2.com/products/clicktime/reviews)
- **Top Trending:** [Projectworks](https://www.g2.com/products/projectworks/reviews)
- **Best Free Software:** [Float.com](https://www.g2.com/products/float-com/reviews)

## Top-Rated Products (Ranked by G2 Score)
  ### 1. [Moovila](https://www.g2.com/products/moovila/reviews)
  Moovila Perfect Project is an AI-powered project management and automation platform developed by Moovila to help organizations plan, predict, and deliver projects with precision. Built for Managed Service Providers (MSPs), IT service firms, and other project-driven organizations, Moovila enables teams to manage complex, resource-dependent workflows while eliminating uncertainty in project timelines. Unlike traditional project management tools, the platform uses artificial intelligence to dynamically create and maintain optimized project schedules, ensuring that teams can adapt in real time while staying on track for on-time delivery. Moovila is designed for organizations that manage a high volume of concurrent projects, particularly MSPs, consulting firms, and professional services teams that rely on structured workflows and accurate resource planning. Its ideal users are teams working within PSA environments such as ConnectWise PSA, Autotask PSA, and HaloPSA, where alignment between sales, operations, and project delivery is critical. These organizations often face challenges such as missed deadlines, limited visibility into project health, and inefficient resource allocation, all of which Moovila is built to solve through automation and intelligent forecasting. What differentiates Moovila Perfect Project from other platforms is its focus on predictability and real-time intelligence rather than manual tracking. At the core of the platform is its AI-driven Critical Path Engine, which automatically maps task dependencies and continuously recalculates the most efficient path to project completion as conditions evolve. This is paired with real-time risk detection, which monitors projects for potential delays or bottlenecks and proactively alerts teams with recommended actions to mitigate those risks before they impact delivery timelines. Another key advantage of Moovila is its native bi-directional integration with major PSA systems, including ConnectWise PSA, Autotask PSA, and HaloPSA, allowing for seamless, real-time synchronization of project data without the need for middleware or manual data entry. This integration ensures that all teams are working from the same source of truth. In addition, Moovila’s intelligent resource and capacity forecasting capabilities help organizations optimize team utilization by analyzing workloads and availability, preventing overallocation while improving efficiency across projects. The platform also features Smart Scheduling, which automatically generates and adjusts timelines based on real-time inputs, ensuring that project plans remain accurate without constant manual updates. Moovila supports structured, dependency-driven workflows through a waterfall methodology, with optional Gantt chart visualization for teams that require a visual representation of project timelines. Its Project Hub further enhances efficiency by providing a library of pre-built templates, enabling teams to quickly launch standardized, well-structured projects with confidence and consistency. Moovila Perfect Project is used across a variety of use cases, including client project delivery such as onboarding, migrations, and implementations, as well as internal operations management and cross-functional coordination. It is equally effective for both short-term initiatives and long-term strategic projects, making it a flexible solution for organizations that require both structure and adaptability. By automating scheduling, monitoring risks, and optimizing resources, Moovila helps teams stay aligned, accountable, and in control of even the most complex project environments. By combining automation, real-time intelligence, and seamless integration, Moovila Perfect Project enables organizations to move from simply managing projects to delivering them with consistency and precision.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 47

**User Satisfaction Scores:**

- **Ease of Use:** 8.9/10 (Category avg: 8.6/10)
- **Resource Definiton:** 8.9/10 (Category avg: 8.6/10)
- **Capacity:** 9.2/10 (Category avg: 8.8/10)
- **Forecasting:** 8.5/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Moovila](https://www.g2.com/sellers/moovila)
- **Company Website:** https://www.moovila.com/
- **HQ Location:** Mount Pleasant, South Carolina
- **Twitter:** @Moovila_App (767 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6596080 (30 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Project Manager
  - **Top Industries:** Information Technology and Services, Computer & Network Security
  - **Company Size:** 50% Small-Business, 42% Mid-Market


#### Pros & Cons

**Pros:**

- Project Management (20 reviews)
- Ease of Use (15 reviews)
- Automation (13 reviews)
- Project Tracking (11 reviews)
- Customer Support (10 reviews)

**Cons:**

- Limited Customization (5 reviews)
- Integration Issues (4 reviews)
- Learning Curve (3 reviews)
- Limited Features (3 reviews)
- Not Intuitive (3 reviews)

  ### 2. [Screendragon](https://www.g2.com/products/screendragon/reviews)
  Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. By connecting planning, execution, governance, and reporting in one platform, Screendragon helps teams run work with confidence at scale.​ Designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements, Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and automation beyond basic task management.​ Key capabilities include configurable workflows, automated and AI-assisted approvals, resource and capacity planning, financial forecasting, and advanced operational reporting. The platform adapts to existing processes rather than forcing rigid templates, making it well suited to complex or regulated environments.​ Screendragon is designed to work as part of a broader enterprise ecosystem. It integrates with existing tools and platforms and provides an open API, enabling organisations to extend workflows, automate data exchange, and connect Screendragon to their wider technology stack.​ Trusted by global organisations including Kellogg’s, BP, the International Olympic Committee, TBWA, and McCann Worldgroup.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 109

**User Satisfaction Scores:**

- **Ease of Use:** 9.0/10 (Category avg: 8.6/10)
- **Resource Definiton:** 8.6/10 (Category avg: 8.6/10)
- **Capacity:** 9.1/10 (Category avg: 8.8/10)
- **Forecasting:** 8.9/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Screendragon](https://www.g2.com/sellers/screendragon)
- **Company Website:** https://www.screendragon.com/
- **Year Founded:** 2001
- **HQ Location:** London, England
- **Twitter:** @screendragon (4,095 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2018080/ (86 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Project Manager
  - **Top Industries:** Marketing and Advertising, Sports
  - **Company Size:** 50% Mid-Market, 44% Enterprise


#### Pros & Cons

**Pros:**

- Customer Support (12 reviews)
- Team Collaboration (10 reviews)
- Ease of Use (8 reviews)
- Flexibility (7 reviews)
- Quick Response (6 reviews)

**Cons:**

- Limitations (3 reviews)
- Complexity (2 reviews)
- Complex Usability (2 reviews)
- Confusion (2 reviews)
- Inadequate Reporting (2 reviews)

  ### 3. [CMap](https://www.g2.com/products/cmap/reviews)
  CMap is a PSA software that helps professional services firms, from consultancies to architecture & engineering practices, manage their people, projects, profits and more - all in one place. We help project-based businesses to move on from spreadsheets and retire homegrown, ad-hoc tools to give them complete visibility, clarity, and control over their firm. Whether it’s winning new business, delivering projects, resourcing, billing, or reporting, it can all be done in one easy-to-use platform. CMap is trusted by over 700 service firms around the globe, from executives, operations leaders, finance teams, and project managers, down to individual consultants and architects. We offer four distinct, sector-specific products: CMap Consulting Edition, CMap AEC edition, CMap PIM & CMap Mail. CMap goes far beyond traditional project management or CRM systems. It’s a modular, fully integrated, cloud-based platform designed to support your entire business lifecycle from the first client conversation to the final invoice. Our core features include: - CRM - Win more of the right work. Track opportunities, manage pipelines, and forecast revenue with accuracy. No more fragmented data or endless email chains. - Project Management - Deliver on time and on budget. Plan projects, allocate resources, and monitor progress with live budget-vs-actual insights and milestone tracking. - Resourcing & Capacity Planning - Match the right people to the right projects. Balance workloads, identify bottlenecks early, and make data-driven decisions about hiring and utilization. - Time & Expenses - Give your teams a simple, intuitive way to log time and expenses from any device. Improve compliance and capture billable time effortlessly. - Billing & Financials - Keep cash flowing and admin low. Automate invoicing, track WIP, manage revenue recognition, and connect seamlessly to your accounting software. - Reporting & Business Intelligence - See the full picture. Real-time dashboards and customizable reports turn data into insight, helping you make faster, more confident decisions. CMap helps professional services firms streamline operations, escape
Excel hell, & get back to doing what they do best.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 127

**User Satisfaction Scores:**

- **Ease of Use:** 8.6/10 (Category avg: 8.6/10)
- **Resource Definiton:** 8.9/10 (Category avg: 8.6/10)
- **Capacity:** 9.0/10 (Category avg: 8.8/10)
- **Forecasting:** 10.0/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [CMAP Software Ltd](https://www.g2.com/sellers/cmap-software-ltd)
- **Company Website:** https://www.cmap.io/
- **Year Founded:** 2000
- **HQ Location:** Alderley Edge, GB
- **Twitter:** @CMAPSoftware (396 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cmap-software/ (222 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Architectural Assistant
  - **Top Industries:** Architecture & Planning, Consulting
  - **Company Size:** 58% Small-Business, 36% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (15 reviews)
- Project Management (8 reviews)
- Customer Support (7 reviews)
- Intuitive (7 reviews)
- Features (6 reviews)

**Cons:**

- Limited Features (7 reviews)
- Integration Issues (6 reviews)
- Limited Functionality (5 reviews)
- Complex Usability (4 reviews)
- Limitations (4 reviews)

  ### 4. [Operating](https://www.g2.com/products/operating/reviews)
  Straightforward planning for consulting company operations. The tool that helps you keep your people business simple, even as you grow. - Allocate people to projects on a timeline - Connect your CRM to plan upcoming work - Track time to follow how well your planned allocations match the actual hours - Make your operations more transparent: everyone sees the same big picture - Increase employee motivation: let them see what's coming up, and help them showcase their skills and preferences Operating will not replace your CRM, but connect with it. It's not the HRIS you may or may not need, but we connect with it, if you've already bought one. This SaaS is purpose-built to run a consulting business effectively.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 15

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.6/10)
- **Resource Definiton:** 8.8/10 (Category avg: 8.6/10)
- **Capacity:** 8.6/10 (Category avg: 8.8/10)
- **Forecasting:** 8.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Operating Solutions](https://www.g2.com/sellers/operating-solutions)
- **Year Founded:** 2023
- **HQ Location:** Helsinki, FI
- **LinkedIn® Page:** https://www.linkedin.com/company/operating-app (14 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Consulting
  - **Company Size:** 60% Mid-Market, 40% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (4 reviews)
- Team Collaboration (4 reviews)
- Intuitive (3 reviews)
- Project Management (3 reviews)
- Time Tracking (3 reviews)

**Cons:**

- Lack of Customization (1 reviews)
- Report Customization (1 reviews)
- Time Tracking (1 reviews)
- Update Issues (1 reviews)

  ### 5. [Synergist](https://www.g2.com/products/synergist/reviews)
  Synergist is an all-in-one agency and project management software, designed for agencies that want to improve performance and profitability. From CRM, job costing, project management, resource scheduling and capacity planning to timesheets, expenses, billing and reporting, Synergist gives you everything you need to manage your agency’s projects, people, clients, and financials. Synergist comes with hundreds of features and gives you more advanced functionality as you grow. But we get that every agency is unique, so your system setup should be too. Synergist’s flexible nature means it can be configured to work as your agency does and give you the exact data intelligence you need. https://www.synergist.co.uk/


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 27

**User Satisfaction Scores:**

- **Ease of Use:** 7.6/10 (Category avg: 8.6/10)
- **Resource Definiton:** 8.1/10 (Category avg: 8.6/10)
- **Capacity:** 8.4/10 (Category avg: 8.8/10)
- **Forecasting:** 8.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Synergist](https://www.g2.com/sellers/synergist)
- **Company Website:** https://www.synergist.co.uk/
- **Year Founded:** 2003
- **HQ Location:** Bollington, England, United Kingdom
- **LinkedIn® Page:** https://www.linkedin.com/company/synergist/ (26 employees on LinkedIn®)
- **Ownership:** Private

**Reviewer Demographics:**
  - **Top Industries:** Marketing and Advertising
  - **Company Size:** 57% Small-Business, 39% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (11 reviews)
- Features (9 reviews)
- Project Management (9 reviews)
- Ease of Learning (8 reviews)
- Project Tracking (8 reviews)

**Cons:**

- Learning Curve (8 reviews)
- Complexity (6 reviews)
- Steep Learning Curve (5 reviews)
- Difficult Navigation (3 reviews)
- Difficult Onboarding (3 reviews)

  ### 6. [SmartTask](https://www.g2.com/products/smarttask/reviews)
  SmartTask is work management software for Service Firms to track and manage their processes. Some of the marquee clients includes companies like ABB, Adecco, M3M, Highrise, etc. With customizations like Custom Charts, Custom Fields, Filtered views get the information you need to make the best decision for your organization's growth.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 63

**User Satisfaction Scores:**

- **Ease of Use:** 9.2/10 (Category avg: 8.6/10)
- **Resource Definiton:** 10.0/10 (Category avg: 8.6/10)
- **Capacity:** 6.7/10 (Category avg: 8.8/10)
- **Forecasting:** 10.0/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [SmartTask](https://www.g2.com/sellers/smarttask)
- **Year Founded:** 2017
- **HQ Location:** Cincinnati, Ohio
- **Twitter:** @SmartTask_io (116 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/7789668/ (9 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 86% Small-Business, 11% Mid-Market


#### Pros & Cons

**Pros:**

- User-Friendly (2 reviews)
- Affordable (1 reviews)
- Customer Support (1 reviews)
- Intuitive (1 reviews)
- Task Management (1 reviews)

**Cons:**

- App Functionality (1 reviews)
- Incompetence/Untrustworthiness (1 reviews)
- Limited Features (1 reviews)
- Poor Management (1 reviews)

  ### 7. [Primetric](https://www.g2.com/products/primetric/reviews)
  With Primetric, you can easily forecast people availability and projects profitability in your professional service company. Plan, track, budget, and optimize from a high-level view.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 68

**User Satisfaction Scores:**

- **Ease of Use:** 9.5/10 (Category avg: 8.6/10)
- **Resource Definiton:** 10.0/10 (Category avg: 8.6/10)
- **Capacity:** 9.6/10 (Category avg: 8.8/10)
- **Forecasting:** 9.4/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Primetric](https://www.g2.com/sellers/primetric)
- **Year Founded:** 2016
- **HQ Location:** Wrocław, Dolnosląskie
- **LinkedIn® Page:** https://www.linkedin.com/company/11460217/ (20 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 63% Mid-Market, 28% Small-Business


#### Pros & Cons

**Pros:**

- Resource Management (5 reviews)
- Automation (4 reviews)
- Report Generation (4 reviews)
- Intuitive (3 reviews)
- Project Management (3 reviews)

**Cons:**

- Missing Features (3 reviews)
- App Functionality (1 reviews)
- Budgeting/Accounting Issues (1 reviews)
- Change Adjustments (1 reviews)
- Language Limitations (1 reviews)

  ### 8. [Dayshape](https://www.g2.com/products/dayshape/reviews)
  Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results. Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function. With far-reaching connectivity, Dayshape fits into existing ecosystems and stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm. By driving profitable growth, powering confident decisions, and ensuring satisfied clients and teams—we're helping our customers build strong organizations and careers for the long term.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 10

**User Satisfaction Scores:**

- **Ease of Use:** 9.5/10 (Category avg: 8.6/10)
- **Resource Definiton:** 9.2/10 (Category avg: 8.6/10)
- **Capacity:** 9.2/10 (Category avg: 8.8/10)
- **Forecasting:** 9.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Dayshape](https://www.g2.com/sellers/dayshape)
- **Company Website:** https://dayshape.com/
- **Year Founded:** 2013
- **HQ Location:** Edinburgh, Scotland
- **Twitter:** @dayshape (502 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/dayshape/ (143 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 50% Enterprise, 40% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (2 reviews)
- Client Management (1 reviews)
- Customer Support (1 reviews)
- Dashboard Features (1 reviews)
- Ease of Understanding (1 reviews)

**Cons:**

- Dashboard Issues (1 reviews)
- Integration Issues (1 reviews)
- Lack of Clarity (1 reviews)
- Mobile App Limitations (1 reviews)
- Navigation Difficulty (1 reviews)

  ### 9. [Hub Planner](https://www.g2.com/products/hub-planner/reviews)
  Hub Planner helps teams plan resources and deliver projects with confidence. Built by resource managers who needed more than spreadsheets, Hub Planner gives you the visibility and control to match the right people to the right projects—without the guesswork. From day-to-day scheduling to long-term forecasting, Hub Planner makes resource management simple, intuitive, and powerful. Thousands of teams worldwide use Hub Planner to: Schedule resources: see who’s working on what and when with a visual scheduler that keeps everyone aligned. Plan capacity: track availability, manage time off, and balance workloads to prevent burnout. Forecast demand: use real-time data to align pipeline, skills, and project needs for smarter planning. Track time: log actuals with integrated timesheets for more accurate reporting and billing. Report: analyze utilization, project performance, and budgets with powerful built-in reports. Hub Planner is now part of Milient Software. Alongside Milient’s stand-alone solutions for project, knowledge, and time management, Hub Planner remains the go-to for resource management. It gives you the visibility and data you need to match the right people to the right projects, move beyond spreadsheets, and keep schedules on track as work shifts.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 57

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Resource Definiton:** 7.9/10 (Category avg: 8.6/10)
- **Capacity:** 8.1/10 (Category avg: 8.8/10)
- **Forecasting:** 7.5/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Hub Planner](https://www.g2.com/sellers/hub-planner)
- **Company Website:** https://hubplanner.com/
- **Year Founded:** 2013
- **HQ Location:** Stockholm, SE
- **Twitter:** @hubplanner (224 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3079962/ (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 58% Mid-Market, 35% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (8 reviews)
- Intuitive (6 reviews)
- Task Management (5 reviews)
- User Interface (5 reviews)
- Team Collaboration (4 reviews)

**Cons:**

- Mobile App Limitations (3 reviews)
- Timesheet Issues (2 reviews)
- Complex UI (1 reviews)
- Expensive (1 reviews)
- Limited Customization (1 reviews)

  ### 10. [Workamajig](https://www.g2.com/products/workamajig-workamajig/reviews)
  Workamajig Platinum offers all-in-one software solution for creative agencies and in-house teams with Project Management, Resource Management, Collaboration, Digital Proofing, Finance & Billing, CRM, & more all in one beautiful easy-to-use system.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 294

**User Satisfaction Scores:**

- **Ease of Use:** 7.1/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Workamajig](https://www.g2.com/sellers/workamajig)
- **Year Founded:** 2008
- **HQ Location:** Anthem, AZ
- **Twitter:** @workamajig (2,404 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2768397/ (38 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Project Manager, Account Manager
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 62% Small-Business, 31% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (11 reviews)
- Customization (8 reviews)
- Customizability (6 reviews)
- Time Saving (6 reviews)
- Comprehensive Features (5 reviews)

**Cons:**

- Complex Usability (6 reviews)
- Learning Curve (6 reviews)
- Poor Design (5 reviews)
- User Experience (5 reviews)
- Steep Learning Curve (4 reviews)

  ### 11. [Allfred](https://www.g2.com/products/allfred/reviews)
  Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process and minimizing mistakes. Allfred was designed with "creatives in mind" to shift agencies' focus to do more creative work and less on paperwork and numerous Spreadsheets. We understand that for CFOs and managing directors, every decision must be rooted in financial data. That's why our platform offers real-time integrated financial and project data, allowing for better business decisions and increased profitability. Starting with automated Proposals and Budgeting, through interactive Resource Planning up to integrated Project Management and one-click Time Tracking, Allfred gives agency teams the right tools to make the process simple and efficient to deliver agencies more profit. \*Time management\* To-do-list and one-click time tracking reduces friction in communication within creative departments. \*Resource planning\* Interactive resource planning with drag&drop options increases agency team capacity and helps reduce overwork. \*Project management\* Time-saving automation and process assistance reduce dull work and frequent budgeting and project management mistakes. \*Financial analysis\* The Finance dashboard provides a comprehensive overview of your financial data and KPIs in one place. It helps you understand and analyze the sources of your revenue and identify opportunities for growth and allows you to track and optimize profitability and performance. With a step-by-step approach to onboarding into agency processes, we reduce the management effort and shorten the implementation time. We believe that better work for everyone means better profit for the agency.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 52

**User Satisfaction Scores:**

- **Ease of Use:** 8.8/10 (Category avg: 8.6/10)
- **Resource Definiton:** 8.8/10 (Category avg: 8.6/10)
- **Capacity:** 9.3/10 (Category avg: 8.8/10)
- **Forecasting:** 7.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Allfred](https://www.g2.com/sellers/allfred)
- **Year Founded:** 2020
- **HQ Location:** Bratislava, Slovakia
- **LinkedIn® Page:** https://www.linkedin.com/company/allfred (6 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Account Manager
  - **Top Industries:** Marketing and Advertising
  - **Company Size:** 83% Small-Business, 17% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (31 reviews)
- Task Management (26 reviews)
- Time Tracking (24 reviews)
- Project Management (21 reviews)
- Customer Support (20 reviews)

**Cons:**

- Slow Loading (8 reviews)
- Slow Performance (8 reviews)
- Bug Issues (5 reviews)
- Software Bugs (5 reviews)
- Glitches (4 reviews)

  ### 12. [MYOB Acumatica](https://www.g2.com/products/myob-acumatica/reviews)
  MYOB Acumatica is Australia & New Zealand’s #1 ERP\* designed for mid-sized businesses. MYOB Acumatica is a cloud-based enterprise resource planning (ERP) platform for mid-sized organisations that need to manage finance, operations and customer workflows in a single system. It is designed for businesses that have outgrown entry-level accounting software and need integrated capabilities across financials, inventory, projects and industry-specific workflows. The platform provides browser-based access, modern APIs and a configurable cloud architecture that can be tailored to business needs. MYOB Acumatica supports capabilities across distribution, manufacturing, construction, field service, project accounting, payroll and workforce management, and is localised for Australian and New Zealand compliance requirements including GST and STP. It is delivered through MYOB service teams and a network of accredited implementation partners. Key capabilities include: • Financial management covering general ledger, accounts payable and receivable, cash management, tax, fixed assets and multi-entity support. • Inventory and supply chain capabilities including sales orders, purchase orders, inventory management, warehouse operations and replenishment and planning tools. • Industry-specific capabilities for manufacturing, construction, field service and other complex operational environments. • Integrated CRM, project accounting and connected workflows across finance, sales and operations. • Reporting, dashboards and analytics tools with configurable KPIs, workflow automation and real-time business visibility. MYOB Acumatica is typically adopted by growing mid-market organisations in sectors such as wholesale distribution, manufacturing, construction, professional services and multi-entity businesses that need a cloud ERP platform tailored to Australian and New Zealand business conditions, with flexibility to integrate with third-party applications. \*iStart ERP Buyer’s Guide 2025-26, based on upper range of each vendor’s declared installed base in the region.


  **Average Rating:** 4.1/5.0
  **Total Reviews:** 14

**User Satisfaction Scores:**

- **Ease of Use:** 7.4/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [MYOB](https://www.g2.com/sellers/myob)
- **Company Website:** https://myob.com/
- **Year Founded:** 1991
- **HQ Location:** Cremorne, AU
- **Twitter:** @MYOB (18,680 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/7850/ (2,950 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Construction
  - **Company Size:** 59% Small-Business, 41% Mid-Market


  ### 13. [Retain Cloud](https://www.g2.com/products/retain-cloud/reviews)
  The Only Platform Built to Unify Resource Planning for Professional Services — Now with AI and Enhanced Skills Taxonomy Established in 1992, Retain is the world’s first platform built to give professional services firms and complex, multi-entity organisations one place to plan, schedule, and forecast across every department. No more spreadsheets. No more disconnected tools. Just a single, intuitive system that brings clarity and control to resourcing. With AI-powered insights, a governed skills taxonomy, and behavioural profiling, Retain goes beyond availability. It matches people to work based on skills, capacity, and team fit, helping firms build capable, balanced teams that deliver with confidence. Backed by 30+ years of enterprise experience, Retain is trusted by leading PS firms to: Unify planning across Audit, Tax, Advisory, and beyond Gain real-time visibility into skills, demand, and capacity Plan ahead, not react — no more last-minute fire drills Increase utilisation without burnout — balance workloads intelligently Scale with certainty — simple to use, fast to roll out, proven at global scale


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 13

**User Satisfaction Scores:**

- **Ease of Use:** 9.1/10 (Category avg: 8.6/10)
- **Resource Definiton:** 7.5/10 (Category avg: 8.6/10)
- **Capacity:** 9.2/10 (Category avg: 8.8/10)
- **Forecasting:** 8.0/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [AdvT](https://www.g2.com/sellers/advt)
- **Company Website:** https://www.marwynac1.com/
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 38% Mid-Market, 31% Enterprise


#### Pros & Cons

**Pros:**

- Dashboard Features (8 reviews)
- Ease of Use (8 reviews)
- Features (6 reviews)
- Reporting (4 reviews)
- Resource Management (4 reviews)

**Cons:**

- Limited Customization (3 reviews)
- Frequent Refreshing (2 reviews)
- Integration Issues (2 reviews)
- Limitations (2 reviews)
- Performance Issues (2 reviews)

  ### 14. [Forecast](https://www.g2.com/products/accelo-forecast/reviews)
  Forecast is an AI-powered PSA platform that combines project management, resource planning, financial tracking, and operational risk mitigation — giving you the single source of truth you need to run your business. This real-time visibility provides actionable insights into resource capacity, project profitability, and overall business health, empowering you to make confident decisions faster, optimize utilization, and finally steer your firm towards predictable, profitable growth.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 123

**User Satisfaction Scores:**

- **Ease of Use:** 8.1/10 (Category avg: 8.6/10)
- **Resource Definiton:** 7.8/10 (Category avg: 8.6/10)
- **Capacity:** 7.8/10 (Category avg: 8.8/10)
- **Forecasting:** 7.6/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Accelo](https://www.g2.com/sellers/accelo)
- **Company Website:** https://www.accelo.com/
- **Year Founded:** 2011
- **HQ Location:** Denver, Colorado
- **Twitter:** @accelo (2,982 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6652457/ (79 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Marketing and Advertising, Computer Software
  - **Company Size:** 54% Small-Business, 43% Mid-Market


  ### 15. [Birdview](https://www.g2.com/products/birdview/reviews)
  Birdview is a comprehensive, full-cycle platform designed to assist organizations in planning, managing, and forecasting resources, finances, and projects in a unified environment. This solution provides total project visibility, enabling teams and clients to oversee their projects effectively, thereby fostering growth and promoting streamlined processes. Targeted at a diverse range of businesses, Birdview is particularly beneficial for organizations that handle multiple projects simultaneously. It offers customizable views and centralized data management, which allows users to maintain balanced workloads and adapt to evolving business needs. The platform's capabilities extend to precise financial management and budgeting, ensuring that organizations can keep their projects on track financially while optimizing resource allocation. Birdview features two distinct products tailored to meet varied client requirements. Birdview Project Management simplifies the lives of project managers by streamlining the entire project lifecycle, from intake and planning to execution and project accounting. This product is designed to enhance efficiency and control, allowing project managers to focus on delivering results rather than getting bogged down by administrative tasks. On the other hand, Birdview Professional Services is specifically crafted for service-oriented organizations, facilitating client project management and collaboration. This ensures smooth service delivery while also providing robust financial tracking capabilities. Each product is equipped with advanced features that provide control over every stage of the project. Business Intelligence (BI)-powered dashboards and reports enable data-driven decision-making, which is crucial for enhancing productivity, profitability, and overall efficiency. These tools allow organizations to visualize their project data in real-time, making it easier to identify trends, assess performance, and make informed adjustments as necessary. Furthermore, Birdview integrates seamlessly with over 5,000 applications, enhancing its utility in various organizational contexts. This extensive integration capability ensures that users can manage their projects more effectively, leveraging existing tools and systems to create a cohesive workflow. By providing a centralized platform that encompasses project management, financial oversight, and resource allocation, Birdview stands out as a versatile solution for organizations aiming to optimize their project management processes.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 393

**User Satisfaction Scores:**

- **Ease of Use:** 8.4/10 (Category avg: 8.6/10)
- **Resource Definiton:** 8.9/10 (Category avg: 8.6/10)
- **Capacity:** 8.5/10 (Category avg: 8.8/10)
- **Forecasting:** 8.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Birdview PSA](https://www.g2.com/sellers/birdview-psa)
- **Company Website:** https://birdviewpsa.com/
- **Year Founded:** 2003
- **HQ Location:** Toronto
- **Twitter:** @birdviewpsa (1,198 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/birdviewpsa/ (35 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Project Manager
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 42% Mid-Market, 34% Small-Business


  ### 16. [Accelo](https://www.g2.com/products/accelo/reviews)
  Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing, and more, regardless of where you are. With an emphasis on time and money, the professional services automation suite gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities, and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders run the business and professionals focus on the most important work. By harnessing powerful automation, managers can easily deliver projects on time and within budget. Accelo's up-to-date and secure analytics give leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 539

**User Satisfaction Scores:**

- **Ease of Use:** 8.1/10 (Category avg: 8.6/10)
- **Resource Definiton:** 6.9/10 (Category avg: 8.6/10)
- **Capacity:** 7.1/10 (Category avg: 8.8/10)
- **Forecasting:** 5.7/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Accelo](https://www.g2.com/sellers/accelo)
- **Company Website:** https://www.accelo.com/
- **Year Founded:** 2011
- **HQ Location:** Denver, Colorado
- **Twitter:** @accelo (2,982 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/6652457/ (79 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Project Manager, Owner
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 76% Small-Business, 21% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (35 reviews)
- Project Management (29 reviews)
- Efficiency (26 reviews)
- Client Management (25 reviews)
- Task Management (25 reviews)

**Cons:**

- Missing Features (20 reviews)
- Learning Curve (19 reviews)
- Limited Features (16 reviews)
- Limited Customization (13 reviews)
- Complexity (12 reviews)

  ### 17. [Precursive](https://www.g2.com/products/precursive/reviews)
  Precursive is a fast and flexible professional services automation solution to connect demand with delivery, improve execution and grow recurring revenue, that is 100% native to the Salesforce platform. Optimize sales, resourcing, delivery execution, customer collaboration and revenue management. Trusted by the worlds's best services teams such as Relias, Degreed, DealerTrack (COX Automotive), PagerDuty, Dutchie, Torrent Consulting. HOW WE HELP SALES - SERVICES HANDOVERS Create smooth transitions between sales, services and customer success by automating project creation from opportunities in Salesforce with the relevant staffing requirements and project plans ready to go! CUSTOMER ONBOARDING & IMPLEMENTATION Precursive combines award-winning customer onboarding & project management functionality with the leading capacity planning & resource management tool. AGILE RESOURCE MANAGEMENT Agile resourcing tool with capacity planning, utilization monitoring & simple scheduling. Easy-to-use planner so when projects shift, you can react. Gantt view & skill seeker so the right person & knowledge is found. HIGH-VELOCITY SERVICES DELIVERY Improve time-to-value with smooth services delivery. Close a new customer, launch them quickly and seamlessly transition to services delivery with project templates, Kanban boards, task allocation and easy-to-use time tracking. PROJECT ACCOUNTING Track project performance: see budgets, costings, profit & margin in clear dashboards. Forecast and recognise services revenues across all people & projects. Get rollups of all your key KPIs including billings, margins and revenues. TIMESHEET, EXPENSES & BILLING Pre-populate timesheets for billable & non-billable time + expenses. Accurate time tracking & billing reduces revenue leakage. Improve cashflow with on-time accurate invoicing. Workforce management incl. staff profiles. REPORTING & DASHBOARDS Make better decisions about your team, projects and customers across professional services. Get real-time information on capacity, demand, margins, project health, services revenues, and utilization. CUSTOMER SUCCESS Examples of how we have helped our customers include: Dealertrack | Automotive Software + $1M cost saving with increased visibility into resource management and finances. + 1.5 hours per week saved by 7 senior VPs Relias | Healthcare E-learning Software + $500k in cost savings without staff reductions and accelerated speed-to-revenue. + 34% increase on margin now easily tracked on a PS dashboard P3 Adaptive | Consultancy + 30 hours saved monthly - Streamlined systems now allow time spent on other tasks + 100% better forecasting - Financial forecasting has now doubled to 2 months


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 64

**User Satisfaction Scores:**

- **Ease of Use:** 8.1/10 (Category avg: 8.6/10)
- **Resource Definiton:** 8.2/10 (Category avg: 8.6/10)
- **Capacity:** 8.2/10 (Category avg: 8.8/10)
- **Forecasting:** 8.1/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Precursive](https://www.g2.com/sellers/precursive)
- **Year Founded:** 2011
- **HQ Location:** London
- **Twitter:** @precursive (2,607 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1703411/ (34 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 73% Mid-Market, 16% Small-Business


#### Pros & Cons

**Pros:**

- Customer Support (4 reviews)
- Ease of Use (4 reviews)
- Project Management (4 reviews)
- User-Friendly (4 reviews)
- Intuitive (3 reviews)

**Cons:**

- Access Limitations (3 reviews)
- Limited Reporting (3 reviews)
- Reporting Issues (3 reviews)
- Limitations (2 reviews)
- App Functionality (1 reviews)

  ### 18. [PSOHUB.](https://www.g2.com/products/psohub/reviews)
  PSOhub is PSA software purpose-built for professional services organizations: IT firms, consultancies, marketing agencies, and financial services teams. It covers the entire delivery cycle in one connected platform, from quoting and project management through resource and capacity planning, time and expense tracking, and invoicing. Built by a founding team with over 30 years of combined experience in professional services, and trusted by organizations across 40+ countries. From quote to project When a quote is accepted, the project is ready to start. Tasks are structured, budgets are set, and the team is assigned. Project managers get a real-time view of task progress, budget burn, and margin at every stage, so there are no surprises at month-end. Most professional services teams run 6 to 10 separate tools. PSOhub replaces that stack so data flows without manual handovers at every step. Resource and capacity planning The AI scheduling layer automatically assigns and reschedules resources based on skills, live capacity, and current utilization. When someone hits full utilization, the system flags it and suggests moving tasks to another team member with headroom. Keeping utilization high without blowing deadlines used to mean constant manual oversight. With PSOhub, it largely handles itself. Time and expense tracking Time and expenses connect directly to each project's budget and contract type. Whether billing fixed-fee, time and material, or retainer, hours log against the right scope and invoices generate without a manual reconciliation step. AI project and risk management The AI Copilot generates a full project plan, including financials, team assignment, and timeline, in around 10 seconds, drawing on the organization's own historical data rather than generic benchmarks. It monitors margins continuously, flags scope creep early, including situations like a senior consultant logging hours on a junior task, and generates risk assessments with concrete recommended actions. Integrations For teams using HubSpot as their CRM, a native two-way integration connects closed deals directly to projects, with time logs flowing back to the CRM. Also integrates with SAP Business One, QuickBooks, Xero, and Salesforce. Works for organizations of 10 to 1,000+.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 177

**User Satisfaction Scores:**

- **Ease of Use:** 8.2/10 (Category avg: 8.6/10)
- **Resource Definiton:** 6.9/10 (Category avg: 8.6/10)
- **Capacity:** 7.1/10 (Category avg: 8.8/10)
- **Forecasting:** 5.6/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [PSOHUB.](https://www.g2.com/sellers/psohub)
- **Company Website:** https://www.psohub.com/
- **Year Founded:** 2020
- **HQ Location:** Bussum, North Holland, Netherlands
- **Twitter:** @PSOhub (37 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/64996832/ (16 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Marketing and Advertising, Consulting
  - **Company Size:** 75% Small-Business, 23% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (47 reviews)
- Time Tracking (39 reviews)
- Project Management (30 reviews)
- Project Tracking (28 reviews)
- Tracking (23 reviews)

**Cons:**

- Not Intuitive (14 reviews)
- Time Tracking Issues (12 reviews)
- Limited Customization (11 reviews)
- Complex Usability (10 reviews)
- Learning Curve (10 reviews)

  ### 19. [TeamBoard for Monday.com](https://www.g2.com/products/teamboard-for-monday-com/reviews)
  Team management, capacity planning and reports for teams to visualize projects and team's time.Key FeaturesResource Scheduler: Visualize and allocate your team's resources with ease. Gain valuable insights into your team's workload, empowering both managers and team members to make informed resource allocation decisions.Working Capacity Scheme & Holiday Calendar: Seamlessly integrate working capacity schemes and holiday calendars into your planning, allowing for precise scheduling and resource allocation.Time Tracking & Timesheets: Keep a close eye on project timelines and manage timesheet approval workflows efficiently, ensuring accurate tracking of project hours.Dashboard & Reports: Enjoy a customizable dashboard and interactive time reports to monitor project progress and resource utilization effortlessly.Recurring Tasks: Effortlessly create and plan recurring tasks, simplifying project management and saving you time


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 14

**User Satisfaction Scores:**

- **Ease of Use:** 8.7/10 (Category avg: 8.6/10)
- **Resource Definiton:** 9.4/10 (Category avg: 8.6/10)
- **Capacity:** 9.5/10 (Category avg: 8.8/10)
- **Forecasting:** 9.8/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [DevSamurai](https://www.g2.com/sellers/devsamurai-41a214c0-4475-4b17-9b95-9cd44d7db06b)
- **Year Founded:** 2018
- **HQ Location:** Itabashi-ku, JP
- **LinkedIn® Page:** https://www.linkedin.com/company/devsamurai (29 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Small-Business, 36% Mid-Market


#### Pros & Cons

**Pros:**

- Task Management (2 reviews)
- Team Collaboration (2 reviews)
- Automation (1 reviews)
- Comprehensive Features (1 reviews)
- Dashboard Features (1 reviews)

**Cons:**

- Expensive (3 reviews)
- Complex UI (1 reviews)
- Data Inaccuracy (1 reviews)
- Difficult Start (1 reviews)
- Lack of Customization (1 reviews)

  ### 20. [Silverbucket](https://www.g2.com/products/silverbucket/reviews)
  Silverbucket is an effective project resource management software which enables you to compare planned hours to actuals. With this user-friendly resourcing tool, you can make resource plans easily and get a clear view of a company's resource allocations. You see conflicts, the workload, and capacity level conveniently in one view in Silverbucket. You'll no longer need to guess about the current or future situation.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 15

**User Satisfaction Scores:**

- **Ease of Use:** 8.1/10 (Category avg: 8.6/10)
- **Resource Definiton:** 8.3/10 (Category avg: 8.6/10)
- **Capacity:** 9.4/10 (Category avg: 8.8/10)
- **Forecasting:** 8.9/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Silverbucket Ltd](https://www.g2.com/sellers/silverbucket-ltd)
- **Year Founded:** 2010
- **HQ Location:** Tampere, West and Inner Finland
- **Twitter:** @thesilverbucket (133 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1890753/ (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Management Consulting
  - **Company Size:** 47% Mid-Market, 33% Small-Business


  ### 21. [TaskRay](https://www.g2.com/products/taskray/reviews)
  TaskRay is your ultimate solution for streamlined project management and seamless customer onboarding—all within Salesforce. Empower your teams to create project plans, automate repetitive tasks, allocate resources effectively, and foster collaboration across departments. Whether you're managing new customer implementations or driving internal initiatives, TaskRay ensures every project is delivered with precision and efficiency. 100% Salesforce Native TaskRay integrates seamlessly into your existing Salesforce ecosystem, offering unmatched visibility and alignment across Sales, CPQ, Service, and Experience Clouds. Designed for Growing Businesses If your organization has outgrown spreadsheets or non-Salesforce tools and needs better visibility into project performance, TaskRay is your next step. It's ideal for businesses facing challenges like: ✓ Revenue delays caused by lengthy onboarding or implementation timelines. ✓ Complex implementations, where multiple SKUs require custom solutions and support. ✓ Integrated customer management, spanning multiple Salesforce Clouds. Industry-Specific Expertise • TaskRay is trusted by industry leaders in: • Technology & SaaS • Healthcare & Life Sciences • Manufacturing • Real Estate & Franchising • Financial Services • Telecommunications Deliver Faster, Reduce Costs, and Increase Customer Satisfaction TaskRay helps you accelerate project timelines, cut operational costs, and improve productivity. Here's what our customers achieve: • 2.5x Faster Project Completion: Streamline workflows and improve efficiency. • 29% Faster Revenue Realization: Get to value quicker with optimized onboarding. • 21% Cost Reduction: Save time and resources with automation and visibility. • 15% Increase in Customer Satisfaction: Delight customers with smooth implementations. • 200% Boost in Project Visibility: Gain clarity and insight into every project detail. • 20% More Project Capacity: Handle more work without adding complexity. Proven Success Across Industries Join the growing list of businesses transforming their operations with TaskRay. From technology innovators to global manufacturers, our platform drives results.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 156

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.6/10)
- **Resource Definiton:** 6.7/10 (Category avg: 8.6/10)
- **Capacity:** 6.7/10 (Category avg: 8.8/10)
- **Forecasting:** 6.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [TaskRay](https://www.g2.com/sellers/taskray)
- **Company Website:** https://taskray.com
- **Year Founded:** 2010
- **HQ Location:**  Denver, CO
- **Twitter:** @TaskRay (400 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1160248/ (53 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 50% Mid-Market, 47% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (7 reviews)
- Easy Integration (7 reviews)
- Salesforce Integration (7 reviews)
- Integrations (6 reviews)
- Organization (6 reviews)

**Cons:**

- Limitations (4 reviews)
- Inefficient Task Management (3 reviews)
- Complexity (2 reviews)
- Difficult Customization (2 reviews)
- Learning Curve (2 reviews)

  ### 22. [eResource Scheduler](https://www.g2.com/products/eresource-scheduler/reviews)
  eResource Scheduler (eRS) is enterprise resource management & scheduling software built to cut chaos clean. Whether managing 50 resources or 5000, eRS gives real-time visibility into capacity, availability, schedule, actuals (timesheets), and financials, no messy spreadsheets required. Plans stay fast and friction-free with drag-and-drop scheduling, resource requests, and semi-auto scheduling. Actuals flow from schedules into timesheets, giving immediate planned vs. actuals insight. Heatmaps flag bottlenecks before they burn, capacity planning reports forecast demand, and financials track costs, revenue, and profit. Management reports turn data into decisions, user access rights keep control tight, and integrations tie in seamlessly with your go-to platforms. From one office to global teams, eRS keeps resources optimized and teams billable, not just busy. The eRS mobile app extends the same real-time resource scheduling experience beyond the desk, enabling managers and teams to view schedules, enter, approve, and update timesheets, and stay informed through real-time notifications wherever work happens. Trusted across industries, eRS turns scheduling from guesswork into growth, with visibility into the dollar impact of every allocation.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 31

**User Satisfaction Scores:**

- **Ease of Use:** 10.0/10 (Category avg: 8.6/10)
- **Resource Definiton:** 10.0/10 (Category avg: 8.6/10)
- **Capacity:** 10.0/10 (Category avg: 8.8/10)
- **Forecasting:** 8.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Enbraun](https://www.g2.com/sellers/enbraun)
- **Company Website:** https://ers_enbraun.com
- **Year Founded:** 2010
- **HQ Location:** Jaipur, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/enbraun/ (63 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 65% Small-Business, 13% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (6 reviews)
- Resource Management (4 reviews)
- Scheduling Management (4 reviews)
- Easy Setup (3 reviews)
- User Interface (3 reviews)

**Cons:**

- Lack of Clarity (2 reviews)
- Complex UI (1 reviews)
- Learning Curve (1 reviews)
- Limited Features (1 reviews)
- Poor Navigation (1 reviews)

  ### 23. [Mosaic](https://www.g2.com/products/mosaicapp-inc-mosaic/reviews)
  Mosaic is an AI-powered, web-based resource management software that's guaranteed to boost profitability and productivity. Integrating with project and financial management software, Mosaic visualizes workload—showing who is working on what, when in one beautiful interface. Efficiently staff projects based on real-time priorities and availability; balance workload to beat burnout; and forecast demand to inform hiring. Mosaic rescues teams from siloed resource planning spreadsheets, providing a new level of complete workforce visibility. Start with a free 30-day trial today.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 13

**User Satisfaction Scores:**

- **Ease of Use:** 9.3/10 (Category avg: 8.6/10)
- **Resource Definiton:** 9.2/10 (Category avg: 8.6/10)
- **Capacity:** 8.9/10 (Category avg: 8.8/10)
- **Forecasting:** 8.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [MosaicApp](https://www.g2.com/sellers/mosaicapp)
- **Year Founded:** 2020
- **HQ Location:** New York, NY
- **Twitter:** @MosaicApp (69 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/8682309/ (176 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 57% Small-Business, 29% Mid-Market


  ### 24. [Planless](https://www.g2.com/products/planless/reviews)
  With so many constraints to consider and constant changes, planning possibilities are endless and ever-changing. That's why planning work shouldn’t be a manual process. Planless combines all your constraints and builds the perfect work plan for you. It matches your team skills and availability to your project due dates and other requirements making the ideal plan to deliver work, every time. Maximizing your teams' efficiency and adapting to every change, instantly.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 11

**User Satisfaction Scores:**

- **Ease of Use:** 8.9/10 (Category avg: 8.6/10)


**Seller Details:**

- **Seller:** [Planless.io](https://www.g2.com/sellers/planless-io)
- **Year Founded:** 2017
- **HQ Location:** Lisboa, PT
- **Twitter:** @planlessio (58 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/planlessio/ (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 82% Small-Business, 9% Mid-Market


  ### 25. [Paymo](https://www.g2.com/products/paymo/reviews)
  Paymo is a complete time tracking, project management, and invoicing solution for client-focused teams of up to 20 people. From task planning to invoicing, Paymo helps agencies and professionals deliver on time, stay profitable, and manage projects without multiple tools. It is ideal for digital, creative, and marketing agencies, consulting businesses, software & engineering firms, and architecture firms. It allows you to manage client projects and business tasks, track work time, and invoice clients from one place, wherever you are. The primary focus of the software is helping teams track work time and manage projects from start to finish: - split projects into task lists and tasks and assign them to your employees or co-workers - automatically track work time at the office via web timer or on the go via mobile apps - submit and approve timesheets - keep everyone involved in a project up to date with what's happening through discussions - create customizable static and live reports and track business performance - store all the files related to the project - so everyone can access them anytime - visualize your team's work, eliminate bottlenecks, and reduce the idle time in your projects - keep track of time spent on all computer activities and allocate that time to projects - track expenses, generate estimates and invoices for the client, and get paid online - with milestones, the team knows when major project stages are due to be completed - save projects as templates and use them when you need to create a similar project - track project and client profitability


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 584

**User Satisfaction Scores:**

- **Ease of Use:** 9.0/10 (Category avg: 8.6/10)
- **Resource Definiton:** 9.2/10 (Category avg: 8.6/10)
- **Capacity:** 9.2/10 (Category avg: 8.8/10)
- **Forecasting:** 8.8/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Paymo](https://www.g2.com/sellers/paymo)
- **Year Founded:** 2008
- **HQ Location:** Bihor, Romania
- **Twitter:** @Paymo (3,126 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/5368468/ (17 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Owner, CEO
  - **Top Industries:** Marketing and Advertising, Information Technology and Services
  - **Company Size:** 83% Small-Business, 11% Mid-Market


#### Pros & Cons

**Pros:**

- Time Tracking (5 reviews)
- Intuitive (4 reviews)
- Invoicing (3 reviews)
- Progress Tracking (3 reviews)
- Time-saving (3 reviews)

**Cons:**

- Poor Customer Support (3 reviews)
- App Functionality (2 reviews)
- Integration Issues (2 reviews)
- Lack of Customization (2 reviews)
- Limited Features (2 reviews)



## Parent Category

[Project, Portfolio & Program Management Software](https://www.g2.com/categories/project-portfolio-program-management)



## Related Categories

- [Project Management Software](https://www.g2.com/categories/project-management)
- [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)
- [Work Management Software](https://www.g2.com/categories/work-management)