Best Resource Management Software for Small Business

How Many Resource Management Software Products Does G2 Track?

Total Products under this Category: 127

Category Stats (Oct 2026)

  • Average Rating: 4.32/5 (↓0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Operating (+0.4%) - Among all products in this category, Operating recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank Resource Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 21,500+ Authentic Reviews
  • 127+ 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 Resource Management Software

G2 Grid® for Resource Management Software plotting products by satisfaction and market presence

Highlighted products: Float.com, CMap, Productive, Projectworks, Keka, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), Teamwork.com, and Resource Guru.

Underlying data: [Grid® JSON](https://www.g2.com/categories/resource-management/grids.json?focus%5B%5D=float-com&focus%5B%5D=cmap&focus%5B%5D=productive&focus%5B%5D=projectworks&focus%5B%5D=keka&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=teamwork-com&focus%5B%5D=resource-guru&segment=small-business)

Float.com

Float.com is the #1 resource management software for delivery teams, designed to give Operations and Delivery leaders the full picture of who’s working on what, whether delivery’s on track, and how to take on what’s next. Unlike disconnected spreadsheets or complex PSAs, Float offers a single, clear source of truth to plan, resource, and report on client work. It doesn’t replace existing CRMs, spreadsheets, HRIS, project and finance tools: it works alongside them to give you the full picture of delivery, so every decision gets made with complete visibility. 4,500+ of the best creative agencies, professional services, and in-house delivery teams globally choose Float to: ✔️ Always know who’s available and what’s coming next. No more spreadsheets that don’t match: your people’s availability, roles, and skills live in Float and update in real time. See who’s working on what at a glance, catch capacity issues early, and (re)allocate resources flexibly when plans change. ✔️ Scope accurately and adjust quickly. Set a baseline for every project—price, budget, roles, timeline—and know what delivery takes before work begins. Find the best-fit person with AI-assisted staffing; when something changes, compare your adjusted scope vs. the baseline and adapt with confidence instead of guesswork. ✔️ Stay on top of delivery performance. Get a live view of how delivery’s going, with the reporting depth to understand what’s driving it. From team capacity and utilization to actuals, margin, and budget burn: if things drift from the plan, you see it as it happens instead of finding out weeks (or months) later.

Average Rating: 4.3/5.0

Total Reviews: 2,059

How Do G2 Users Rate Float.com?

  • Ease of Use: 8.8/10 (Category avg: 8.6/10)
  • Resource Definiton: 8.1/10 (Category avg: 8.7/10)
  • Capacity: 8.5/10 (Category avg: 8.8/10)
  • Forecasting: 8.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Float.com?

  • Seller: Float.com
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Remote, OO
  • Twitter: @float
    1,591 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    53 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Designer
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 46% Medium, 44% Small

What Do G2 Reviewers Say About Float.com?

AI-generated summary from verified user reviews

Pros
  • Users find Float.com to have a user-friendly interface that simplifies task assignment and team workload management.
  • Users praise Float.com for its intuitive interface, enhancing project planning and team scheduling effortlessly.
  • Users appreciate the intuitive interface of Float.com, making project planning and team scheduling effortless and efficient.
  • Users appreciate the visibility of upcoming tasks and deadlines with Float, enhancing organization and team workflow.
  • Users appreciate the efficient scheduling management of Float.com, enhancing organization and team coordination effortlessly.
Cons
  • Users find Float's limited features restrict its effectiveness, suggesting the need for enhanced reporting and customization options.
  • Users find schedule adjustments problematic as editing start times inadvertently alters end times, complicating accurate tracking.
  • Users note the missing features in Float.com, necessitating additional tools for complete project management functionality.
  • Users find the task management limitations frustrating, especially with user-specific amendments affecting all bookings.
  • Users find the interface not intuitive, particularly for new users navigating project planning features.

What Are Recent G2 Reviews of Float.com?

What Are G2 Users Discussing About Float.com?

CMap

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

Average Rating: 4.4/5.0

Total Reviews: 311

How Do G2 Users Rate CMap?

  • Ease of Use: 8.5/10 (Category avg: 8.6/10)
  • Resource Definiton: 8.6/10 (Category avg: 8.7/10)
  • Capacity: 9.0/10 (Category avg: 8.8/10)
  • Forecasting: 9.6/10 (Category avg: 8.5/10)

Who Is the Company Behind CMap?

  • Seller: CMAP Software Ltd
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Alderley Edge, GB
  • Twitter: @CMAPSoftware
    396 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    231 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Associate Director
  • Top Industries: Architecture & Planning, Consulting
  • Company Size: 57% Small, 41% Medium

What Do G2 Reviewers Say About CMap?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of CMap, simplifying project management and enhancing clarity in complex information.
  • Users appreciate the ease of use and centralized information in CMap, which enhances project management efficiency.
  • Users praise CMap's helpful and responsive customer support, enhancing their overall experience and satisfaction with the product.
  • Users value the intuitive interface of CMap, enhancing navigation and simplifying complex processes effectively.
  • Users highlight the intuitive organization and visual clarity of CMap, making complex information easy to manage and understand.
Cons
  • Users find CMap's limited features particularly frustrating, especially regarding reporting and integration functionalities.
  • Users experience integration issues with CMap, leading to difficulties in connecting finance and resource data effectively.
  • Users find CMap's limited functionality frustrating, especially with inconsistent page designs and complex reporting tools.
  • Users find the report builder's complexity challenging, making it hard to efficiently create and visualize data.
  • Users face significant limitations in reporting and design consistency, hindering effective data retrieval and usability.

What Are Recent G2 Reviews of CMap?

What Are G2 Users Discussing About CMap?

Productive

Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility and advanced AI and agentic features. AI Experience a modern way of working with Productive’s AI features: an integrated AI Assistant that you can ask anything, Skills that make your processes shareable and standardize AI output, and fully autonomous, custom Agents that run work for you. With Connectors, AI fetches data and acts on external tools, so you can pull everything into one place. Notetaker Turn meetings into actionable tasks and to-dos, directly in the platform where you handle your work. The Notetaker connects to your Google or Outlook Calendar, joins meetings, and provides AI-generated summaries directly to your email. Sales Pipeline Easily manage your sales funnel, create and send polished proposals to clients, and win more deals. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Delegate busywork to autonomous agents, and focus on the work that matters most. Resource Planning Organize and plan a work schedule for your entire agency with smart resourcing suggestions. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports, or ask AI to do it for you. Check your Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services.

Average Rating: 4.6/5.0

Total Reviews: 75

How Do G2 Users Rate Productive?

  • Ease of Use: 8.8/10 (Category avg: 8.6/10)
  • Resource Definiton: 8.6/10 (Category avg: 8.7/10)
  • Capacity: 8.9/10 (Category avg: 8.8/10)
  • Forecasting: 8.9/10 (Category avg: 8.5/10)

Who Is the Company Behind Productive?

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 78% Small, 19% Medium

What Do G2 Reviewers Say About Productive?

AI-generated summary from verified user reviews

Pros
  • Users find Productive's ease of use transformative, streamlining their workflow and enhancing productivity effortlessly.
  • Users value the seamless team collaboration enabled by Productive, enhancing project management and overall efficiency across the company.
  • Users praise the customizability of Productive, allowing tailored views and reports to fit diverse workflows seamlessly.
  • Users appreciate the 360 project management capabilities of Productive, praising its flexibility and intuitive user experience.
  • Users praise the intuitive and user-friendly interface of Productive, making project management seamless and efficient.
Cons
  • Users find the lack of integrations limiting, as essential tools and modules are not well-connected, complicating workflows.
  • Users face organization difficulties due to overwhelming layouts and limited customization options in Productive's reporting tools.
  • Users find the reporting options lacking flexibility, limiting detailed data access, especially on the mobile app.
  • Users find complex usability in configuring reports, making navigation challenging and limiting customization options.
  • Users find the difficult navigation to be overwhelming, especially for new users trying to configure reports.

What Are Recent G2 Reviews of Productive?

What Are G2 Users Discussing About Productive?

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Projectworks

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: 4.4/5.0

Total Reviews: 241

How Do G2 Users Rate Projectworks?

  • Ease of Use: 8.7/10 (Category avg: 8.6/10)
  • Resource Definiton: 7.9/10 (Category avg: 8.7/10)
  • Capacity: 8.5/10 (Category avg: 8.8/10)
  • Forecasting: 8.6/10 (Category avg: 8.5/10)

Who Is the Company Behind Projectworks?

  • Seller: Projectworks
  • Company Website:
  • Year Founded: 2019
  • HQ Location: San Mateo, California
  • Twitter: @projectworksltd
    28 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    79 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Director
  • Top Industries: Consulting, Information Technology and Services
  • Company Size: 66% Small, 32% Medium

What Do G2 Reviewers Say About Projectworks?

AI-generated summary from verified user reviews

Pros
  • Users find Projectworks to be intuitive and user-friendly, making daily tasks and onboarding significantly easier.
  • Users commend Projectworks for its effective centralization and streamlining of project management across multiple regions.
  • Users appreciate the user-friendly interface of Projectworks, which streamlines operations and enhances overall effectiveness.
  • Users appreciate the user-friendly interface of Projectworks, which enhances coordination and simplifies the management of complex projects.
  • Users appreciate the comprehensive features of Projectworks for streamlined management and integration across multiple regions.
Cons
  • Users highlight the missing invoicing features in Projectworks, hindering customization and efficiency in their processes.
  • Users note the limited features of Projectworks, especially in integrations and project scheduling, hindering overall effectiveness.
  • Users find limited customization in reporting and workflows, causing minor frustrations during fast-paced tasks.
  • Users note that reporting issues exist, including limited customization and occasional slowness, impacting their workflow.
  • Users find the learning curve challenging, as initial complexity and unclear features require time to master.

What Are Recent G2 Reviews of Projectworks?

What Are G2 Users Discussing About Projectworks?

Keka

Keka is a global HRMS built for mid-market and enterprise organizations. 12500 organisations across 180+ countries run people operations across multiple entities, countries, and workforce types on Keka. To support them, Keka's PeopleOS brings Core HR, payroll, time and attendance, hiring, performance, employee experience, and project and service automation onto one employee-first platform. As a result, every people decision flows directly into pay, compliance, and business outcomes. HR teams run statutory-compliant payroll in US, India, APAC, GCC countries, and more. Beyond payroll, HR teams manage attendance, shifts, and leave for office, field, and frontline workers. All of this runs from a single employee record. Moreover, leaders get real-time visibility into headcount, workforce cost, and engagement. Employees, in turn, handle requests, payslips, and approvals from the Keka mobile app. Today, more than 12,500 businesses across 40+ countries trust Keka. The platform is SOC 2 Type II and ISO 27001 certified. Furthermore, Keka integrates with 70+ apps, so it fits right into your existing stack. Notable clients include eBay, Randstad, OnePlus, Grant Thortan, Cleatz and more Pros: 1) One employee record powers every operation. Attendance, leave, bonuses, compensation changes, and full-and-final settlements sync into payroll in real time, so HR and finance close the month on data they already trust. 2) Payroll built for local compliance in each market. Keka calculates TDS, PF, ESI, and PT on current rates in India and prepares 24Q, 26Q, and ECR filings. GCC teams run WPS-compliant payroll with gratuity and end-of-service calculations, and US teams connect their existing payroll provider or run payroll through Keka. 3) Time and attendance that fits every kind of workforce. Keka handles shift scheduling, attendance policies, overtime, and mobile or kiosk check-ins for knowledge workers, field staff, and shift-based teams, and feeds all of it straight into payroll. 4) Scales across entities, locations, and countries. Organizations operate multiple entities, branches, and locations on a single license, with role-based access that keeps sensitive people and pay data visible only to the right teams. 5) People experience that employees actually use. Hiring, onboarding, performance reviews, engagement surveys, and helpdesk requests live on the same platform as payroll and attendance, so every employee interaction builds on one connected profile. 6) Enterprise-grade security and reliability. Keka holds SOC 2 Type II, ISO 27001, GDPR, and CCPA compliance, runs at 99.9% uptime with round-the-clock monitoring, and connects with 70+ business apps. Cons 1) Keka's breadth rewards upfront planning. Organizations with many entities, pay structures, and policies get the most value when they map those policies carefully during implementation. 2) Some AI and advanced analytics capabilities are rolling out in phases. Teams evaluating specific AI workflows should confirm availability for their region and plan during the demo.

Average Rating: 4.4/5.0

Total Reviews: 2,158

How Do G2 Users Rate Keka?

  • Ease of Use: 9.1/10 (Category avg: 8.6/10)
  • Resource Definiton: 8.4/10 (Category avg: 8.7/10)
  • Capacity: 8.4/10 (Category avg: 8.8/10)
  • Forecasting: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Keka?

  • Seller: Keka Technologies
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Seattle, US
  • Twitter: @kekahr_official
    1,155 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,265 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: HR Manager, HR Executive
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 69% Medium, 20% Small

What Do G2 Reviewers Say About Keka?

AI-generated summary from verified user reviews

Pros
  • Users find Keka to offer ease of use, streamlining HR tasks like payroll and attendance tracking effectively.
  • Users commend the excellent customer support from Keka, particularly appreciating their responsiveness and training sessions.
  • Users appreciate the simple and user-friendly interface of Keka, making it accessible even for beginners.
  • Users enjoy Keka’s intuitive interface, making payroll and compliance management seamless and user-friendly.
  • Users value the smooth payroll processing of Keka, enhancing accuracy and efficiency in HR management.
Cons
  • Users find limited customization in Keka, particularly in payroll, attendance, and reporting features, affecting usability.
  • Users express frustration over poor customer support, limiting assistance and complicating issue resolution after hours.
  • Users are frustrated with limited features in Keka, hindering customization and leading to payroll inaccuracies.
  • Users experience slow loading times with Keka, impacting accessibility and efficiency, especially on mobile networks.
  • Users express frustration over missing features in Keka, such as limited payroll options and inaccurate reporting.

What Are Recent G2 Reviews of Keka?

What Are G2 Users Discussing About Keka?

Teamwork.com

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability, all in one platform. Headquartered in Cork, Ireland and founded by a team who have run an agency before, Teamwork.com has more than 20,000 customers around the world with a global team of over 350 employees. Learn more at teamwork.com.

Average Rating: 4.4/5.0

Total Reviews: 1,176

How Do G2 Users Rate Teamwork.com?

  • Ease of Use: 8.6/10 (Category avg: 8.6/10)
  • Resource Definiton: 8.0/10 (Category avg: 8.7/10)
  • Capacity: 7.9/10 (Category avg: 8.8/10)
  • Forecasting: 7.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Teamwork.com?

  • Seller: Teamwork
  • Company Website:
  • Year Founded: 2007
  • HQ Location: Cork
  • Twitter: @teamwork
    1 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    549 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 57% Small, 31% Medium

What Do G2 Reviewers Say About Teamwork.com?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the comprehensive project management capabilities of Teamwork.com, enhancing task tracking and workflow efficiency.
  • Users value the easy task management features of Teamwork.com, enhancing productivity and project visibility effectively.
  • Users appreciate the effective team collaboration in Teamwork.com, enhancing focus and productivity through user-friendly features.
  • Users value the comprehensive task tracking of Teamwork.com, enhancing project management and improving productivity.
  • Users find Teamwork.com to be exceptionally user-friendly, making task management and tracking seamless and efficient.
Cons
  • Users find the learning curve steep due to overwhelming features and confusing setup processes, hindering adoption.
  • Users find limited features on Teamwork.com hinder performance, navigation, and reporting capabilities, especially on basic tiers.
  • Users find the setup process complex and time-consuming, leading to frustration and delays in utilizing Teamwork.com effectively.
  • Users find the missing invoicing features in Teamwork.com frustrating, impacting their workflow and project management.
  • Users find some views of Teamwork.com to be not intuitive, complicating navigation and discovery of advanced features.

What Are Recent G2 Reviews of Teamwork.com?

What Are G2 Users Discussing About Teamwork.com?

Resource Guru

Resource Guru is the resource management software that helps professional services teams schedule with clarity and deliver projects with confidence. Unlike spreadsheets that quickly become outdated — or PSA tools where resource management is an afterthought — Resource Guru is purpose-built for resource scheduling, giving teams a flexible, visual way to plan capacity and keep projects on track. ⭐ See who’s working on what and when, forecast accurately, and spot conflicts before they impact delivery ⭐ Quickly find the right person for each project and keep workloads realistic, even as priorities shift ⭐ Plan projects with clear timelines, milestones, and budgets, then track progress with visibility into competing workloads ⭐ Understand how your team really spends its time with accurate time tracking to compare scheduled vs. actual hours ⭐ Use ready-made reports to analyze project health, team utilization, billable hours, profit margins, and more Resource Guru is SOC 2 Type II compliant and trusted by 60,000+ people at companies including NASA, Publicis, and CNN. Try it free for 30 days.

Average Rating: 4.6/5.0

Total Reviews: 467

How Do G2 Users Rate Resource Guru?

  • Ease of Use: 9.4/10 (Category avg: 8.6/10)
  • Resource Definiton: 8.9/10 (Category avg: 8.7/10)
  • Capacity: 9.2/10 (Category avg: 8.8/10)
  • Forecasting: 8.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Resource Guru?

  • Seller: Resource Guru
  • Company Website:
  • Year Founded: 2011
  • HQ Location: London, UK
  • Twitter: @resourceguruapp
    871 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 41% Medium, 39% Small

What Do G2 Reviewers Say About Resource Guru?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Resource Guru, making scheduling and resource management simple and efficient.
  • Users value Resource Guru's visibility, enjoying its clean interface for managing resource availability and conflicts effortlessly.
  • Users enjoy the easy scheduling management in Resource Guru, finding it intuitive and efficient for dynamic planning.
  • Users love the intuitive interface of Resource Guru, enhancing navigation and simplifying workload management effortlessly.
  • Users value the effective team collaboration features of Resource Guru, enhancing communication and project management efficiency.
Cons
  • Users find Resource Guru's limited features in reporting and analytics hinder their ability to gain detailed insights.
  • Users express concerns about limited customization, finding basic reporting tools and unnecessary features hamper their experience.
  • Users face scheduling issues with difficulty managing time-off, syncing with Outlook, and accidentally altering appointments.
  • Users find Resource Guru's limitations frustrating, particularly the need for advanced reporting and customization options.
  • Users express frustration over missing features, including limited reporting tools and customization options.

What Are Recent G2 Reviews of Resource Guru?

What Are G2 Users Discussing About Resource Guru?

Kantata Professional Services Automation (formerly Mavenlink+ Kimble)

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team – so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge – by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome – with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way — and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors — including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability. Leading organizations like Deloitte, Sage, and Hitachi trust Kantata, and our customers consistently achieve a 33% increase in on-time project delivery.

Average Rating: 4.2/5.0

Total Reviews: 1,513

How Do G2 Users Rate Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

  • Ease of Use: 7.7/10 (Category avg: 8.6/10)
  • Resource Definiton: 7.8/10 (Category avg: 8.7/10)
  • Capacity: 8.0/10 (Category avg: 8.8/10)
  • Forecasting: 7.9/10 (Category avg: 8.5/10)

Who Is the Company Behind Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

Who Uses This Product?

  • Who Uses This: Project Manager, Consultant
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 57% Medium, 30% Small

What Do G2 Reviewers Say About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

AI-generated summary from verified user reviews

Pros
  • Users value the integration of project management, resource planning, and finances, streamlining workflows and improving visibility.
  • Users value the effective project tracking of Kantata, enhancing workflow with real-time data and tailored features.
  • Users value the user-friendly interface of Kantata, simplifying project management and enhancing forecasting accuracy effortlessly.
  • Users commend Kantata for its robust reporting efficiency, allowing access to comprehensive data and real-time insights.
  • Users appreciate the custom report generation features of Kantata, which significantly enhance project management and data analysis.
Cons
  • Users find the dashboard creation process challenging and the overall interface unintuitive and overly manual.
  • Users experience a significant learning curve with Kantata PSA, necessitating extensive training and adjustment for optimal use.
  • Users note the not intuitive interface that complicates task management and slows down training for new users.
  • Users find the task management process overly manual, making it cumbersome to mark tasks complete and manage entries.
  • Users find the lack of customization frustrating, especially for unique reporting and intuitive project management tasks.

What Are Recent G2 Reviews of Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

What Are G2 Users Discussing About Kantata Professional Services Automation (formerly Mavenlink+ Kimble)?

ClickTime

ClickTime is AI-powered time tracking software that turns work hours into finance-ready labor cost data. ClickTime AI automatically captures hours from the tools your team already uses, maps every hour to your organization's cost categories, and turns that data into instant answers, giving finance and operations the same numbers for billing, cost classification, capacity planning, and audit-ready compliance. Most mid-market and enterprise organizations track cloud spend, software costs, and equipment depreciation with precision. Labor costs, typically 70% of operating expenses, still get managed with spreadsheets and manager estimates. ClickTime closes that gap, so no one rebuilds the numbers after the fact. Best for: Mid-market and enterprise organizations, professional services firms, internal technical teams, and nonprofits, where finance and operations leaders both need labor cost and capacity data they can trust. Use cases: - Automatically capture and code billable hours to speed up invoicing and protect margins - Classify labor as CapEx, OpEx, R&D, or billable at the moment it's captured - Ask natural language questions about labor costs and get instant charts and dashboards - Plan capacity and monitor utilization without exporting to spreadsheets - Produce audit-ready records for grant compliance, R&D credits, and financial reviews What makes ClickTime AI different Most AI tools for workforce data query whatever they can find, unverified logs, rough estimates, reconstructed activity. ClickTime AI starts from a different foundation: it maps activity to the right cost categories before employees confirm and submit. Then ask a question in plain language and get an instant answer, chart, or dashboard (Canvas) built on that clean, human-approved data. Clean data in. Defensible answers out. Who uses ClickTime Professional services firms capture billable hours, protect margins, and give clients transparent reporting. Operations leaders plan capacity, balance workloads, and give managers visibility without exposing salaries. Internal teams classify CapEx vs. OpEx labor, track R&D tax credit eligibility, manage chargebacks, and prepare for audits. Nonprofits prove where grant funding went and stay audit-ready year-round. Key capabilities - ClickTime AI: automatically captures and maps hours from connected tools, no manual entry required - No monitoring: connects to tools your team already uses (no screenshots, no keystroke logging, no install) - Configurable approval flow: auto-submit or review-and-confirm - Canvas: ask questions about labor cost data, get instant charts and dashboards - Billable and non-billable hour tracking with client billing outputs - CapEx/OpEx labor classification at the moment of entry - R&D tax credit and grant compliance reporting - Departmental chargebacks and internal billing - Budget monitoring and project profitability dashboards - Resource management: capacity planning and utilization visibility by department, skill, or client - Audit trail with approval workflows - Integrations with Outlook, Jira, Zoom, GitHub, Asana, and major ERP, HRIS, PM, and analytics platforms Built for finance and operations, designed for adoption ClickTime works alongside your ERP and financial planning tools, giving finance and operations the same accurate, verified labor data. Trusted by organizations from 50 to 5,000 employees across professional services, technology, healthcare, and the public sector. Learn more at clicktime.com

Average Rating: 4.6/5.0

Total Reviews: 1,168

How Do G2 Users Rate ClickTime?

  • Ease of Use: 9.2/10 (Category avg: 8.6/10)
  • Resource Definiton: 8.0/10 (Category avg: 8.7/10)
  • Capacity: 8.3/10 (Category avg: 8.8/10)
  • Forecasting: 8.1/10 (Category avg: 8.5/10)

Who Is the Company Behind ClickTime?

  • Seller: ClickTime
  • Company Website:
  • Year Founded: 1999
  • HQ Location: San Francisco, CA
  • Twitter: @clicktime
    1,662 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    46 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Director
  • Top Industries: Non-Profit Organization Management, Information Technology and Services
  • Company Size: 49% Small, 29% Medium

What Do G2 Reviewers Say About ClickTime?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of ClickTime, thanks to its simple interface and efficient task tracking features.
  • Users value the easy time tracking of ClickTime, enhancing efficiency and organization in managing time records effectively.
  • Users love the intuitive user interface of ClickTime, enhancing their workflow and making time tracking effortless.
  • Users value the simplicity of ClickTime, praising its intuitive interface and clean layout for easy time management.
  • Users benefit from time-saving features in ClickTime, streamlining tasks like payroll and invoicing with ease.
Cons
  • Users report time tracking issues with ClickTime, citing frustration over manual input and lack of autofilling features.
  • Users find the limited options in ClickTime frustrating, particularly regarding customization and reporting capabilities.
  • Users often find the manual entry required for reports in ClickTime to be tedious and time-consuming.
  • Users experience timesheet issues such as losing entries and difficulty deleting work hours, complicating the process.
  • Users find limited features in ClickTime frustrating, particularly with reporting options and mobile app capabilities.

What Are Recent G2 Reviews of ClickTime?

What Are G2 Users Discussing About ClickTime?

Celoxis

Celoxis is an all-in-one project management tool with deep, built-in capabilities for projects, resources, financials, and processes. Everything works out of the box, no add-ons or automations needed. Our reports and dashboards are the best in the industry, fully customizable and easy to use. Getting started is easy, our experts set everything up with your workflows and data and walk you through exactly how it works. Zero risk. Zero stress. Just results. Yes, and unlike others, it stays fast as your data grows.

Average Rating: 4.6/5.0

Total Reviews: 514

How Do G2 Users Rate Celoxis?

  • Ease of Use: 9.0/10 (Category avg: 8.6/10)
  • Resource Definiton: 8.9/10 (Category avg: 8.7/10)
  • Capacity: 9.1/10 (Category avg: 8.8/10)
  • Forecasting: 8.9/10 (Category avg: 8.5/10)

Who Is the Company Behind Celoxis?

  • Seller: Celoxis
  • Year Founded: 2001
  • HQ Location: Pune, India
  • Twitter: @celoxis
    17,125 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    62 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Project Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 49% Medium, 37% Small

What Do G2 Reviewers Say About Celoxis?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive and comprehensive project management capabilities of Celoxis, streamlining their workflow significantly.
  • Users appreciate the project tracking capabilities of Celoxis, enabling seamless management and real-time insights across all tasks.
  • Users appreciate the ease of use in Celoxis, enabling efficient project management with everything connected in one place.
  • Users appreciate the intuitive time tracking features of Celoxis, enabling efficient resource management and budget control.
  • Users appreciate the customizable dashboards of Celoxis, enhancing visibility and tracking for complex project management.
Cons
  • Users find the learning curve steep with Celoxis, requiring time to fully grasp its complex features and settings.
  • Users often find the steep learning curve of Celoxis challenging, particularly due to its extensive features and customization.
  • Users find Celoxis to be not intuitive, as the interface can feel cluttered and overwhelming for newcomers.
  • Users find the beginner difficulty challenging, as the interface can be confusing and requires extensive training.
  • Users find the complex UI of Celoxis overwhelming, particularly due to its steep learning curve for newcomers.

What Are Recent G2 Reviews of Celoxis?

What Are G2 Users Discussing About Celoxis?

Ruddr Professional Services Automation

Ruddr is an AI-native Professional Services Automation (PSA) platform that helps professional services organizations manage project delivery, resource planning, financial operations, and business performance in a single system. The platform is designed for consulting firms, agencies, IT services companies, and other project-based organizations with 20 to 2,000 billable employees. Our software supports the full professional services lifecycle, including client management, project management, budgeting, task management, resource allocation, time and expense tracking, invoicing, revenue recognition, forecasting, utilization tracking, gross margin analysis, and KPI reporting. The platform also supports more than 150 global currencies, making it suitable for firms operating across multiple regions, subsidiaries, and distributed teams. Ruddr Intelligence, the platform’s embedded AI functionality, enables users to analyze operational data, generate reports and visualizations, answer business questions, and identify trends using natural language prompts. Teams can use AI-powered workflows to reduce manual reporting, improve visibility into project and financial performance, and support faster operational decision-making. Users can also create downloadable custom reports and generate data visualizations for executive reporting and planning. Ruddr is designed to provide enterprise-level functionality with an intuitive user experience and flexible deployment options for growing and established services organizations that need operational visibility, financial oversight, and scalable project management capabilities. Key capabilities include: - Project management, budgeting, forecasting, and resource management - Time tracking, expense management, invoicing, and revenue recognition - AI-powered reporting, analytics, and operational insights through Ruddr Intelligence - Support for multi-currency operations and global professional services teams - Flexible subscription options with monthly or annual billing and free licenses for non-billable users

Average Rating: 4.6/5.0

Total Reviews: 369

How Do G2 Users Rate Ruddr Professional Services Automation?

  • Ease of Use: 9.2/10 (Category avg: 8.6/10)
  • Resource Definiton: 9.3/10 (Category avg: 8.7/10)
  • Capacity: 9.2/10 (Category avg: 8.8/10)
  • Forecasting: 9.1/10 (Category avg: 8.5/10)

Who Is the Company Behind Ruddr Professional Services Automation?

  • Seller: Ruddr
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Atlanta, Georgia, United States
  • Twitter: @RuddrHQ
    52 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Account Coordinator
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 51% Small, 45% Medium

What Do G2 Reviewers Say About Ruddr Professional Services Automation?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Ruddr Professional Services Automation, enhancing project management and reporting efficiency.
  • Users value the efficient time tracking features of Ruddr, which streamline project management and enhance productivity.
  • Users find Ruddr's intuitive interface to be user-friendly, facilitating efficient resource allocation and project management.
  • Users love the clean and intuitive interface of Ruddr, enhancing project management efficiency for teams.
  • Users highlight the excellent customer support of Ruddr, noting quick responses and helpful assistance with issues.
Cons
  • Users find report customization limitations hinder their ability to create tailored reports effectively.
  • Users find basic functionality missing in Ruddr, leading to increased workload and usability challenges.
  • Users note limited features can hinder usability, especially with custom reporting and syncing issues.
  • Users find the learning curve steep, especially during initial setup and for some advanced features of Ruddr.
  • Users feel the limited customization in report filters and dashboards hinders their ability to tailor the experience.

What Are Recent G2 Reviews of Ruddr Professional Services Automation?

What Are G2 Users Discussing About Ruddr Professional Services Automation?

Beebole

Beebole is a cloud-based time tracking and project management tool for teams that need to track hours, manage resources, and monitor project costs and profitability. It has been used by companies worldwide of all sizes across multiple industries since 2008. Core capabilities: •Time tracking: Log hours against unlimited clients, projects, subprojects, and tasks. Track billable and non-billable time separately. Set flexible logging modes — daily, weekly, or monthly — and configure automated reminders for timesheet submission. •Resource planning: Plan and allocate work across the team using Gantt or Kanban views. Compare planned hours to actuals in real time, monitor capacity, and turn planned tasks into timesheet entries directly. •Time off and attendance: Create custom time off types (vacation, sick leave, accrued time, etc.), assign annual allowances, and manage requests and approvals in the same place as timesheets. •Costs, billing, and budgets: Define billing rates and costs at the person, client, project, subproject, or task level. Track labor and project expenses against budgets in real time. Beebole supports multiple currencies and multiple billing rates. •Approvals and permissions: Multi-level timesheet approval workflows allow managers to review, approve, reject, and lock entries individually or in bulk. Role-based permissions control what each user can see and do. •Reporting and dashboards: Build custom reports on time, costs, profitability, overtime, billable ratios, budget status, and more. Save views to a KPI dashboard or export as CSV, PDF, or directly to Excel and Google Sheets via native add-ons. •Integrations: Connects natively with Microsoft 365, Google Workspace, BambooHR, Slack, Jira, Asana, and others. Also available via Zapier, Pipedream, and an open API. •Security and compliance: GDPR and DCAA compliant. Data protected with 256-bit encryption, SSL/TLS connections, multi-layer server security, and daily backups. Beebole is available on web, iOS, and Android, and it's supported in 10 languages with live multilingual customer support. Plans start with a free tier (project tracking, resource planning, basic time off, custom reports) for up to 5 users. Paid plans — Essential ($9/user/mo) and Advanced ($18/user/mo) — add billing rates, approvals, integrations, cost tracking, expense tracking, project budgets, and advanced configuration options.

Average Rating: 4.5/5.0

Total Reviews: 79

How Do G2 Users Rate Beebole?

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

Who Is the Company Behind Beebole?

  • Seller: Beebole
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Brussels, Belgium
  • Twitter: @BeeBole
    694 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 63% Small, 30% Medium

What Do G2 Reviewers Say About Beebole?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Beebole, enhancing operational efficiency and simplifying time tracking and reporting.
  • Users value Beebole's granular time tracking, enabling detailed analysis for improved budgeting and project management.
  • Users greatly value the fast and reliable customer support from Beebole, enhancing their overall experience and efficiency.
  • Users value the extensive customization options in Beebole, enhancing efficiency and tailoring to specific needs.
  • Users value the seamless integrations Beebole offers, enhancing project tracking and facilitating efficient operations and reporting.
Cons
  • Users find missing features in Beebole, such as forecasting and better user permissions, limiting functionality and efficiency.
  • Users find Beebole's interface not intuitive, noting its complexity and outdated design hinder the overall user experience.
  • Users find the data inaccuracy in Beebole frustrating, complicating their ability to track incomplete timesheets effectively.
  • Users find limited features in Beebole, particularly wishing for better forecasting and user permission options.
  • Users find the poor interface design outdated and cumbersome, leading to a less intuitive experience overall.

What Are Recent G2 Reviews of Beebole?

What Are G2 Users Discussing About Beebole?

Scoro

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time Scoro’s pricing is modular, built around core apps rather than fixed tiers, so you can shape a package to match your actual workflow. You choose which apps you need and price is shaped by the chosen combination, billed per user per month.

Average Rating: 4.5/5.0

Total Reviews: 486

How Do G2 Users Rate Scoro?

  • Ease of Use: 8.8/10 (Category avg: 8.6/10)
  • Resource Definiton: 8.1/10 (Category avg: 8.7/10)
  • Capacity: 8.5/10 (Category avg: 8.8/10)
  • Forecasting: 6.9/10 (Category avg: 8.5/10)

Who Is the Company Behind Scoro?

  • Seller: Scoro
  • Company Website:
  • Year Founded: 2013
  • HQ Location: London
  • Twitter: @ScoroSoftware
    8,204 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    141 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 67% Small, 25% Medium

What Do G2 Reviewers Say About Scoro?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Scoro, benefiting from its streamlined, all-in-one platform for various needs.
  • Users find Scoro's all-in-one project management capabilities essential for tracking and streamlining their business operations.
  • Users value the comprehensive project tracking of Scoro, seamlessly integrating tasks, time, and finance in one place.
  • Users value the effective time tracking feature in Scoro, enhancing productivity and simplifying task management.
  • Users love the integrated task management of Scoro, connecting projects, finances, and CRM seamlessly in one platform.
Cons
  • Users find the learning curve steep with Scoro, especially during initial setup and task creation.
  • Users find Scoro's interface not intuitive, often needing assistance to navigate its complex functionalities.
  • Users find missing features in Scoro, particularly in the mobile version and integration capabilities.
  • Users face a steep learning curve with Scoro, often requiring extensive training to navigate its complexities.
  • Users feel that the complexity of Scoro requires extensive training, potentially hindering a smooth onboarding experience.

What Are Recent G2 Reviews of Scoro?

What Are G2 Users Discussing About Scoro?

BigTime

BigTime Software: The AI-powered professional services platform enabling intelligent decisions and delivering profitable growth. Too many firms rely on disconnected quoting tools, spreadsheets, and manual handoffs between sales and delivery. This creates misaligned expectations, margin erosion, and frustrated clients. BigTime changes that. We unify the entire professional services journey—from scoping and quoting to staffing and invoicing—so you can sell with confidence, deliver with precision, and grow with profitability.
 BigTime helps professional services firms reduce operational costs, easily align talent to the right projects, and accelerate time to get paid for completed work, all while enabling quicker decision-making by delivering the information you need, when you need it. By streamlining project operations, maximizing resource utilization, accelerating the account receivable cycle, and connecting scattered data sources, BigTime makes it easier for professional services firms to scale and grow. With 2,800+ customers and 20+ years of experience, BigTime is built to get you up and running quickly, operate with flexibility and agility, and enable you to solve today’s challenges while scaling with you for tomorrow’s opportunities.

Average Rating: 4.4/5.0

Total Reviews: 1,751

How Do G2 Users Rate BigTime?

  • Ease of Use: 8.8/10 (Category avg: 8.6/10)
  • Resource Definiton: 7.5/10 (Category avg: 8.7/10)
  • Capacity: 7.8/10 (Category avg: 8.8/10)
  • Forecasting: 7.6/10 (Category avg: 8.5/10)

Who Is the Company Behind BigTime?

  • Seller: BigTime
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Chicago, IL
  • Twitter: @BigTimeSoftware
    2,744 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    167 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Office Manager, President
  • Top Industries: Accounting, Architecture & Planning
  • Company Size: 74% Small, 19% Medium

What Do G2 Reviewers Say About BigTime?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of BigTime, finding it simple for time tracking and expense reporting.
  • Users value the user-friendly time tracking of BigTime, facilitating efficient recording and management of hours and resources.
  • Users appreciate the user-friendly interface of BigTime, making time tracking quick and efficient.
  • Users appreciate the ease of tracking time in BigTime, enabling quick and accurate project time management.
  • Users love the intuitive interface of BigTime, making navigation and tracking hours straightforward and simple.
Cons
  • Users are frustrated by missing features like unclear reports, difficult documentation, and lack of internal note options on invoices.
  • Users find the learning curve steep due to unclear documentation, navigation challenges, and inconsistencies in reporting.
  • Users find the manual entry process cumbersome, impacting efficiency due to frequent adjustments and lack of features.
  • Users experience software bugs that occasionally disrupt functionality, causing issues with report windows and timesheet entries.
  • Users find resource management to be time-consuming in BigTime, often requiring trial and error during setup.

What Are Recent G2 Reviews of BigTime?

What Are G2 Users Discussing About BigTime?

Klient PSA

Klient PSA is a Professional Services Automation (PSA) platform built 100% natively on Salesforce. It is designed for professional services organizations of roughly 50 to 1,000 people — consulting firms, SaaS services teams, systems integrators, and agencies — that already run on Salesforce and want delivery, finance, and customer data in one system instead of in a PSA bolted on beside the CRM. Because Klient PSA runs inside your existing Salesforce org, projects, resources, timesheets, and invoices share the same records, permissions, and reports as your pipeline. Klient PSA is sold as a Salesforce-native application and includes the Salesforce platform license required to run it, so buyers do not need to purchase a separate Salesforce subscription to get started. What Klient PSA does Project management: templates, Kanban boards, Gantt charts, and task grids to plan and deliver projects on time and on budget. Resource management: assign people by skill, availability, and priority, and forecast billable utilization and capacity. Time and expense tracking: log time and expenses in seconds, with approval workflows that feed billing and forecasting. Billing and financials: pre-invoicing, invoice generation, revenue recognition, and accounting connectors for QuickBooks, Xero, Sage Intacct, and Accounting Seed. Customer collaboration: a customer portal for real-time status, shared documents, and approvals. Estimates and forecasting: quote work from the Salesforce opportunity and carry the estimate through to delivery and invoicing. AI agents inside your PSA Klient PSA includes a catalog of nine Agentforce AI agents that act on live PSA data inside Salesforce: SCOPEY1 for business analysis, PLANNY1 for project management, TIMEY1 for timesheets, STAFFY1 for resource management, CASEY1 for customer support, GUIDY1 for customer onboarding, TOUCHY1 for project touchpoints, DEVY1 for software development, and KNOWWY1 for knowledge. Klient PSA also ships MCP1, a Model Context Protocol server, so external AI assistants can read and update PSA data under existing Salesforce permissions. Implementation and support Klient PSA installs as a managed AppExchange package. Implementation is delivered by Klient's services team or a certified implementation partner, and covers configuration workshops, data migration, and administrator training. Ongoing support is provided by Klient's own team. Editions Three editions are sold annually — Professional, Enterprise, and Ultimate — with current per-user pricing shown in the Pricing section of this profile. The Ultimate edition includes every AI agent; agents can also be added individually to the other editions. Built by consultants for consultants, Klient PSA covers the full project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — on one Salesforce-native platform. Klient PSA was previously listed as Krow PSA. Older reviews and discussions on this profile that mention Krow refer to the same product.

Average Rating: 4.5/5.0

Total Reviews: 90

How Do G2 Users Rate Klient PSA?

  • Ease of Use: 8.5/10 (Category avg: 8.6/10)
  • Resource Definiton: 7.9/10 (Category avg: 8.7/10)
  • Capacity: 9.1/10 (Category avg: 8.8/10)
  • Forecasting: 8.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Klient PSA?

  • Seller: Klient Software
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Laval, Québec, Canada
  • Twitter: @klientapp
    205 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 55% Small, 42% Medium

What Do G2 Reviewers Say About Klient PSA?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Klient PSA, finding it intuitive and efficient for daily tasks.
  • Users value Klient PSA for its integrated project management that enhances workflow and improves data accuracy and reporting.
  • Users highlight the comprehensive features of Klient PSA, praising its ease of use and flexibility for various workflows.
  • Users value the flexibility of Klient PSA, enabling easy customization to fit various consulting workflows and processes.
  • Users commend the resource management capabilities of Klient PSA, enhancing visibility and efficiency in project tracking and utilization.
Cons
  • Users face a challenging learning curve initially, but the platform ultimately provides smooth and consistent performance.
  • Users note the missing features in revenue recognition and customizable PDFs in Klient PSA, affecting overall functionality.
  • Users face a steep learning curve when configuring Klient PSA, requiring time to understand the platform fully.
  • Users find the time-consuming learning process for advanced forecasting in Klient PSA to be a challenge.
  • Users find unnecessary customization in Klient PSA burdensome, as it complicates processes and demands extensive adjustments.

What Are Recent G2 Reviews of Klient PSA?

What Are G2 Users Discussing About Klient PSA?

Subhransu Sahu
SS
Researched and written by Subhransu Sahu
Updated