Best Work Management Software for Small Business - Page 4

How Many Work Management Software Products Does G2 Track?

Total Products under this Category: 227

Category Stats (Sep 2026)

  • Average Rating: 4.5/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Workzone (+1.76%) - Among all products in this category, Workzone recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Work Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 144,500+ Authentic Reviews
  • 227+ 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 Work Management Software

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

Highlighted products: Slack, ClickUp, monday AI Work Platform, Asana, Smartsheet, Linear, Keka, and Quickbase.

Underlying data: [Grid® JSON](https://www.g2.com/categories/work-management/grids.json?focus%5B%5D=slack&focus%5B%5D=clickup&focus%5B%5D=monday-com&focus%5B%5D=asana&focus%5B%5D=smartsheet&focus%5B%5D=linear&focus%5B%5D=keka&focus%5B%5D=quickbase&segment=small-business)

PSOHUB.

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: 4.1/5.0

Total Reviews: 225

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How Do G2 Users Rate PSOHUB.?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Planning: 8.1/10 (Category avg: 9.0/10)
  • Procedures: 6.8/10 (Category avg: 8.5/10)
  • Insights: 7.6/10 (Category avg: 8.6/10)

Who Is the Company Behind PSOHUB.?

  • Seller: PSOHUB.
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Bussum, North Holland, Netherlands
  • Twitter: @PSOhub
    38 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant, Project Manager
  • Top Industries: Consulting, Marketing and Advertising
  • Company Size: 65% Small, 33% Medium

What Do G2 Reviewers Say About PSOHUB.?

AI-generated summary from verified user reviews

Pros
  • Users find PSOhub's ease of use remarkable, facilitating smooth project management and time tracking.
  • Users appreciate the easy timesheet and project management interface of PSOhub, which enhances productivity and efficiency.
  • Users appreciate the ease of use of PSOHUB, citing its efficient data entry and project management capabilities.
  • Users appreciate the efficiency of project tracking with PSOHUB, making data management a breeze across multiple projects.
  • Users appreciate the clear and intuitive UI of PSOhub, finding it simple and user-friendly for daily tasks.
Cons
  • Users find PSOHUB not intuitive, struggling with navigation and feature understanding, affecting overall usability.
  • Users find the limited customization options restricting, impacting their ability to tailor reports effectively.
  • Users find limited features in PSOhub, particularly in reporting customization and mobile app functionality compared to competitors.
  • Users face time tracking issues, struggling with complexity and bugs that disrupt task management and progress tracking.
  • Users find PSOHUB to have a complex usability that requires time and effort to fully understand.

What Are Recent G2 Reviews of PSOHUB.?

What Are G2 Users Discussing About PSOHUB.?

Planview AgilePlace

Planview AgilePlace is a kanban-based work management software solution that helps engineering and delivery teams visualize, plan, and manage work at the team and cross-team level. It translates tasks, steps, and handoffs into boards and cards, giving anyone on the team a clear view of what is in progress, what is blocked, and where work stands at any point in the delivery cycle. AgilePlace's kanban model is methodology-agnostic. It supports Scrum, SAFe, Kanban, waterfall, and hybrid delivery equally, so teams can configure boards around their existing process rather than adopting a new one. The software scales from a single team's board to cross-team and portfolio-level views of larger initiatives, connecting day-to-day delivery work to broader objectives. Primary users include software engineering leaders, application development leaders, CTOs and CPOs, and Agile or Lean transformation leads, typically in organizations that already have delivery teams in place and are working to improve cross-team visibility, delivery predictability, or consistency at scale. Main capabilities include: • Configurable Kanban boards and cards with an unlimited number of boards, flexible layouts, and a library of board templates for common team and program use cases • Work in process (WIP) limits and lane policies that restrict how much work a team or individual can take on at once, along with blocked-status flags that surface impediments immediately • Cross-team dependency visibility, including card connections that link related work items and roll up status across teams • Collaboration tools such as card comments, mentions, and notifications that keep discussion and context attached to the work itself • Lean and Agile metrics and reporting, along with OKR integration that connects team-level delivery to shared objectives and key results AgilePlace is designed to work alongside the tools already in use across a delivery organization rather than replace them, connecting teams working in different tools and methodologies into a shared view of status and priority. Organizations use it to reduce reliance on manual status updates, spreadsheets, and disconnected reporting, and to give both individual teams and cross-team programs a consistent way to track flow, manage dependencies, and measure delivery performance over time.

Average Rating: 4.1/5.0

Total Reviews: 363

How Do G2 Users Rate Planview AgilePlace?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.2/10)
  • Planning: 9.5/10 (Category avg: 9.0/10)
  • Procedures: 9.2/10 (Category avg: 8.5/10)
  • Insights: 9.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Planview AgilePlace?

  • Seller: Planview
  • Year Founded: 1989
  • HQ Location: Austin, TX
  • Twitter: @Planview
    3,049 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,834 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 45% Large, 31% Medium

What Do G2 Reviewers Say About Planview AgilePlace?

AI-generated summary from verified user reviews

Pros
  • Users praise the easy learning curve of Planview AgilePlace, highlighting its intuitive interface and user-friendly design.
  • Users value the ease of use of Planview AgilePlace, appreciating its intuitive interface and reduced clicks.
  • Users value the intuitive interface of Planview AgilePlace, making it easy to learn and use efficiently.
  • Users love the great interface of Planview AgilePlace, finding it easy to use and customer-oriented.
  • Users appreciate the user-friendly interface of Planview AgilePlace, making it easy to learn and navigate.

What Are Recent G2 Reviews of Planview AgilePlace?

TaskRay

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

How Do G2 Users Rate TaskRay?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Planning: 8.2/10 (Category avg: 9.0/10)
  • Procedures: 7.7/10 (Category avg: 8.5/10)
  • Insights: 7.1/10 (Category avg: 8.6/10)

Who Is the Company Behind TaskRay?

  • Seller: TaskRay
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Denver, CO
  • Twitter: @TaskRay
    400 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    55 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Medium, 47% Small

What Do G2 Reviewers Say About TaskRay?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of TaskRay invaluable, facilitating seamless collaboration and efficient project management.
  • Users value the easy integration of TaskRay with Salesforce, enhancing collaboration and streamlining project management effortlessly.
  • Users highlight the seamless Salesforce integration of TaskRay, enabling centralized data and effective stakeholder collaboration.
  • Users value the seamless integration with Salesforce, enhancing data management and stakeholder connectivity across projects.
  • Users value the seamless organization of TaskRay, enhancing collaboration and clarity in project management within Salesforce.
Cons
  • Users find multiple portfolio management challenging with TaskRay, leading to operational issues and overwhelming large projects.
  • Users find TaskRay's inefficient task management challenging, particularly with complex projects and dependencies affecting productivity.
  • Users find TaskRay's complexity overwhelming, requiring significant time to understand its intricate interface and controls.
  • Users find difficult customization in TaskRay challenging, as the interface is complex and overwhelming to navigate.
  • Users find the steep learning curve of TaskRay challenging, particularly for those unfamiliar with Salesforce.

What Are Recent G2 Reviews of TaskRay?

What Are G2 Users Discussing About TaskRay?

Daylite

When your time is your product, you can’t afford to waste it. Daylite is the CRM and project management app built exclusively for the Apple ecosystem, specifically for consultants, fractional executives, freelancers, construction companies, and other service-based businesses that sell their expertise. Most CRMs are built for sales teams. Daylite is built for people who are the business: it combines contact management, sales pipelines, project management, calendars, tasks, and email into one connected system that runs natively on Mac, iPhone, and iPad- not a web app wrapped in a browser tab. Why Apple-native matters: Daylite integrates directly with Apple Mail, Calendar, and Contacts, so every email, meeting, and task is automatically linked to the right client, opportunity, or project. It works offline and syncs seamlessly across your devices, with built-in AI (powered by Apple’s Writing Tools) to help you draft and polish communications faster. Everything stays connected: Every note, email, and task builds a searchable history for each client and project, so you and your team always have full context without switching apps or hunting through inboxes. Choose the plan that fits your business: Leap: This plan is designed for anyone starting their business journey or running a side hustle. It includes all essential Daylite features for one user, integration with one email account, up to 500 contacts, and email-only support. Growth: This plan is designed for full-time businesses with growing needs, including those looking to expand their team. It includes everything in Leap, supports up to 20 users, allows three email account integrations per user, includes up to 25,000 contacts, and comes with standard support and onboarding. Scale: This plan is designed for established businesses that need advanced tools and dedicated support to scale successfully. It includes everything in Growth, supports up to 100 users, allows 10 email account integrations per user, includes up to 250,000 contacts, and comes with premium support and onboarding. Daylite is developed by Marketcircle in Toronto, Canada. Marketcircle has built business apps exclusively for Apple devices for over 25 years, with customers in 80+ countries.

Average Rating: 4.5/5.0

Total Reviews: 161

How Do G2 Users Rate Daylite?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
  • Planning: 9.2/10 (Category avg: 9.0/10)
  • Procedures: 9.0/10 (Category avg: 8.5/10)
  • Insights: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Daylite?

  • Seller: Marketcircle
  • Year Founded: 1999
  • HQ Location: Ontario, Canada
  • Twitter: @marketcircle
    2,812 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Owner
  • Top Industries: Marketing and Advertising, Management Consulting
  • Company Size: 87% Small, 9% Medium

What Do G2 Reviewers Say About Daylite?

AI-generated summary from verified user reviews

Pros
  • Users find Daylite to be highly convenient, making it easy to manage complex tasks across devices seamlessly.
  • Users love the effective task management in Daylite, streamlining workflows and enhancing productivity through seamless organization.
  • Users appreciate the seamless contact management in Daylite, providing easy access to customer data across devices.
  • Users value the easy customization of Daylite, allowing personalized workflows and enhanced productivity across various tasks.
  • Users value the seamless integration of Daylite with Apple platforms, enhancing productivity and streamlining workflows effectively.
Cons
  • Users note a steep learning curve with Daylite, requiring time to fully utilize its features and integrations.
  • Users find the limited integrations with other platforms a significant drawback for broader organizational compatibility.
  • Users find CRM issues with Daylite, noting the overwhelming interface and limited compatibility with non-Apple products.
  • Users face significant integration issues with Daylite, especially regarding compatibility with Office 365 and external syncs.
  • Users feel the limited features of Daylite restrict access for non-Apple device users, affecting overall usability.

What Are Recent G2 Reviews of Daylite?

What Are G2 Users Discussing About Daylite?

Accelo

Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.

Average Rating: 4.3/5.0

Total Reviews: 661

How Do G2 Users Rate Accelo?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Planning: 8.2/10 (Category avg: 9.0/10)
  • Procedures: 7.6/10 (Category avg: 8.5/10)
  • Insights: 7.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Accelo?

  • Seller: Accelo
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • Twitter: @accelo
    2,980 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 72% Small, 25% Medium

What Do G2 Reviewers Say About Accelo?

AI-generated summary from verified user reviews

Pros
  • Users find Accelo easy to learn and access, enhancing collaboration and task management across various departments.
  • Users appreciate the effective project tracking features of Accelo, enhancing coordination and profitability across all tasks.
  • Users appreciate the efficiency of Accelo, seamlessly integrating multiple tools to streamline business processes and enhance productivity.
  • Users appreciate the integrated client management features of Accelo, enhancing coordination and transparency across all projects.
  • Users benefit from efficient task and project management in Accelo, enhancing transparency and profitability across teams.
Cons
  • Users find missing features in Accelo, like insufficient reporting and complex processes, hinder usability and efficiency.
  • Users find the learning curve steep, causing confusion and frustration with implementation and insufficient training support.
  • Users are frustrated with Accelo's limited features, outdated UI, and lack of effective customer support.
  • Users find Accelo's complexity overwhelming, with difficult configurations and inadequate training leading to frustration and inefficiency.
  • Users find limited customization in Accelo, making it challenging to tailor workflows and reports to specific needs.

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

Planview AdaptiveWork

Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios.

Average Rating: 4.1/5.0

Total Reviews: 521

How Do G2 Users Rate Planview AdaptiveWork?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Planning: 9.4/10 (Category avg: 9.0/10)
  • Procedures: 9.1/10 (Category avg: 8.5/10)
  • Insights: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Planview AdaptiveWork?

  • Seller: Planview
  • Company Website:
  • Year Founded: 1989
  • HQ Location: Austin, TX
  • Twitter: @Planview
    3,049 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,834 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Senior Project Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 49% Medium, 41% Large

What Do G2 Reviewers Say About Planview AdaptiveWork?

AI-generated summary from verified user reviews

Pros
  • Users value the easy management features of Planview AdaptiveWork, allowing seamless tracking and customization of projects.
  • Users appreciate the customizability and ease of use in Project Management with Planview AdaptiveWork for seamless tracking.
  • Users value the high customizability of Planview AdaptiveWork, allowing easy creation of workflows without coding skills.
  • Users value the extensive customization options of Planview AdaptiveWork, enabling easy creation of tailored workflows and views.
  • Users love the ease of use in Planview AdaptiveWork, making customization and workflow creation accessible to everyone.
Cons
  • Users face significant access limitations with Planview AdaptiveWork, often having to rely on external processes and lacking support.
  • Users face subpar app functionality with many processes needing to be completed externally before entering the tool.
  • Users find that change adjustments are problematic, with many processes needing to be handled outside the tool.
  • Users find that inadequate tools lead to reliance on external processes, hampering efficiency and support experiences.
  • Users find the manual data entry troublesome as many processes must be done outside the tool before entry.

What Are Recent G2 Reviews of Planview AdaptiveWork?

What Are G2 Users Discussing About Planview AdaptiveWork?

Swit

Swit is every team's work hub that consolidates collaboration essentials in one place - task, chat, goals, approvals, and integrations with Google Workspace and Microsoft 365. It's purpose-built to drive Employee Connection Where It Counts. Bring your entire company together on a unified platform that supports communication, work management, task tracking, goal setting, and so much more! Swit is flexible and scalable to meet the needs of any organization of any size. Drag and drop emails into Channels or convert them into task cards. Drag and drop task cards into Channels or DMs. Attach Approvals or OKRs directly to task cards. See why Swit is loved by organizations of all sizes from Small Businesses to Enterprise customers.

Average Rating: 4.7/5.0

Total Reviews: 350

How Do G2 Users Rate Swit?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
  • Planning: 8.3/10 (Category avg: 9.0/10)
  • Procedures: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Swit?

  • Seller: Swit
  • Year Founded: 2018
  • HQ Location: San Francisco, California
  • Twitter: @GetSwit
    207 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    179 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Deputy General Manager
  • Top Industries: Airlines/Aviation, Computer Software
  • Company Size: 50% Small, 42% Medium

What Are Recent G2 Reviews of Swit?

What Are G2 Users Discussing About Swit?

eResource Scheduler

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: 46

How Do G2 Users Rate eResource Scheduler?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)

Who Is the Company Behind eResource Scheduler?

  • Seller: Enbraun
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Jaipur, IN
  • LinkedIn® Page: www.linkedin.com
    63 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 70% Small, 17% Medium

What Do G2 Reviewers Say About eResource Scheduler?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of eResource Scheduler, finding scheduling views clear and adjustments hassle-free.
  • Users appreciate the clear scheduling views in eResource Scheduler, facilitating easy resource management and adjustments.
  • Users appreciate the clean and intuitive scheduling interface of eResource Scheduler, enhancing efficiency and reducing conflicts.
  • Users appreciate the easy setup of eResource Scheduler, allowing quick access to core functionalities without extensive onboarding.
  • Users appreciate the clean and intuitive interface of eResource Scheduler, enhancing scheduling efficiency and ease of use.
Cons
  • Users find that the lack of clarity in advanced options can complicate complex use cases but isn't a major issue.
  • Users find the complex UI of eResource Scheduler outdated and not user-friendly, hindering their navigation experience.
  • Users find the advanced features and integrations limited, and suggest a need for a more modern interface.
  • Users are frustrated by the lack of a mobile app, limiting accessibility and convenience for on-the-go scheduling.

What Are Recent G2 Reviews of eResource Scheduler?

Upbase

Upbase is project management software built specifically for small agencies running client work. Most project management tools are built for internal teams. They treat clients as an afterthought: invite a client to a project and they see everything or nothing. Work for one client is scattered across projects, with no single place to see it all. And you don't find out if a project was profitable until it's too late. Upbase is built around the client, not the project. That means: - Profit tracking by project and by client, updating as your team logs time — so you catch margin problems before they eat your profit - Client-level dashboards that show every project, deliverable, and open item for a client in one place - Granular client sharing — share individual tasks or files with clients instead of opening up the whole project - Time tracking with timesheets by client, making invoicing and reporting effortless - Built-in daily planner that keeps each team member focused on today's work - Everything lives in one clean workspace: projects, tasks, docs, files, chat, and client collaboration. No bloat. No nested menus. No three-month onboarding. Built for agencies of 1–20 people.

Average Rating: 4.3/5.0

Total Reviews: 18

How Do G2 Users Rate Upbase?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Planning: 8.8/10 (Category avg: 9.0/10)
  • Procedures: 8.0/10 (Category avg: 8.5/10)
  • Insights: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Upbase?

Who Uses This Product?

  • Company Size: 95% Small, 5% Medium

What Do G2 Reviewers Say About Upbase?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Upbase, highlighting its simplicity and well-thought-out features for productivity.
  • Users appreciate the thoughtfully designed features of Upbase, enhancing productivity while maintaining simplicity and ease of use.
  • Users appreciate the flexibility of Upbase, allowing them to tailor their productivity approach to their needs.
  • Users love the intuitive interface of Upbase, finding it enhances their productivity and simplifies task management.
  • Users find Upbase helpful for task organization, allowing easy management of customer tickets and team communication.
Cons
  • Users find limited customization in Upbase, struggling with insufficient features and integration options for their needs.
  • Users often experience lack of notifications for tasks and chats, affecting their engagement and awareness.
  • Users find Upbase has limited features and insufficient integration options, impacting its effectiveness for regular use.
  • Users find the lack of subtask hierarchy in Upbase limiting for effective project management.
  • Users experience performance issues with Upbase, noting glitches that slow down the application significantly.

What Are Recent G2 Reviews of Upbase?

Plutio

The all-in-one business management platform designed for freelancers and small businesses. Manage projects, communicate with clients, share files, create proposals, send invoices and get paid - all from one app.

Average Rating: 4.3/5.0

Total Reviews: 56

How Do G2 Users Rate Plutio?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Planning: 8.7/10 (Category avg: 9.0/10)
  • Procedures: 8.1/10 (Category avg: 8.5/10)
  • Insights: 5.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Plutio?

  • Seller: Plutio
  • Year Founded: 2015
  • HQ Location: London
  • Twitter: @Plutio_app
    1,674 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 98% Small, 2% Medium

What Do G2 Reviewers Say About Plutio?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the customizability of Plutio, allowing for unique branding and seamless client management.
  • Users love the flexibility of customization that allows for unique branding and comprehensive client management.
  • Users find that Plutio's streamlined project management simplifies workflows across various tasks seamlessly within one platform.
  • Users value the time tracking feature of Plutio, which simplifies project management and enhances productivity.
  • Users value Plutio for its effective communication tools, streamlining project management and client interactions seamlessly.
Cons
  • Users are frustrated by the missing link features, which complicate task management and hinder workflow efficiency.
  • Users experience significant performance issues with Plutio, citing persistent bugs and inadequate support for functionality improvements.
  • Users express frustration over Plutio's app limitations, citing unfulfilled promises and lack of essential functionality updates.
  • Users find difficult navigation in Plutio, with some functions lacking logical flow and smooth mapping.
  • Users are frustrated with Plutio's limited features, feeling that essential updates and support are inconsistently addressed.

What Are Recent G2 Reviews of Plutio?

What Are G2 Users Discussing About Plutio?

Rev.io PSA formerly Tigerpaw One

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.

Average Rating: 3.2/5.0

Total Reviews: 41

How Do G2 Users Rate Rev.io PSA formerly Tigerpaw One?

  • Has the product been a good partner in doing business?: 7.2/10 (Category avg: 9.2/10)
  • Procedures: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Rev.io PSA formerly Tigerpaw One?

Who Uses This Product?

  • Top Industries: Telecommunications, Information Technology and Services
  • Company Size: 80% Small, 15% Medium

What Do G2 Reviewers Say About Rev.io PSA formerly Tigerpaw One?

AI-generated summary from verified user reviews

Pros
  • Users value the easy tracking capabilities of Rev.io PSA for managing tickets and stock seamlessly.
  • Users value the seamless integration with QuickBooks for efficient ticket tracking and stock management in their telecom business.
  • Users value the seamless integration of Rev.io PSA with Quick Books, enhancing efficiency in telecom business operations.
Cons
  • Users find the cost prohibitive for small companies, making it difficult to justify the expense.

What Are Recent G2 Reviews of Rev.io PSA formerly Tigerpaw One?

What Are G2 Users Discussing About Rev.io PSA formerly Tigerpaw One?

Birdview

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: 395

How Do G2 Users Rate Birdview?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Planning: 8.5/10 (Category avg: 9.0/10)
  • Procedures: 7.9/10 (Category avg: 8.5/10)
  • Insights: 8.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Birdview?

  • Seller: Birdview PSA
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Toronto, ON, Canada
  • Twitter: @birdviewpsa
    1,202 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    36 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 42% Medium, 35% Small

What Are Recent G2 Reviews of Birdview?

What Are G2 Users Discussing About Birdview?

Proteus

​​Proteus is an end to end project management solution, providing real-time visibility over key metrics. This gives you the power to make data-driven decisions that will improve your project profitability and deliver higher quality project outcomes. Use Proteus to implement simple, robust project performance controls for your business, helping you achieve digital acceleration. Low-cost and feature-rich, Proteus provides an integrated platform for project planning, project management and project controls. Starting at the earliest project planning or proposal stage, Proteus hard-wires data accuracy and consistency into the full project life cycle. Designed to sit at the heart of your business, Proteus connects to your existing business systems and provides full, real-time visibility over key metrics. If you need to make a demonstrable change to the way your organisation manages projects, if you want to achieve digital acceleration, if your remit is business success, you have a responsibility to implement the right digital system. Proteus comes with a team of project management experts, strategists and developers designed to deliver success for our customers. Our configurable project management system uses a uniquely dynamic work breakdown structure to give you consistency and accuracy over your proposals, pre-project planning and project delivery framework. All project related details, work packages and allocated resources, WIP, budget versus actuals, can be easily managed for instant visibility, and collaborated and communicated to all other teams involved. Proteus is designed to be a key application in any company’s digital transformation journey as the tool that brings all systems together and all departments together, rather than replacing existing legacy softwares. Integrating seamlessly with your ecosystem, Proteus connects with CRM, HR, data visualisation, accounting, ERP or other proprietary systems using our APIs and integration services. Proteus serves as the single source of truth for all your organisation’s project time, supporting your HR and finance teams with complete real-time visibility into project hours and how they relate to financial metrics like costs, billing, chargebacks and more.

Average Rating: 4.4/5.0

Total Reviews: 23

How Do G2 Users Rate Proteus?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Planning: 8.0/10 (Category avg: 9.0/10)
  • Procedures: 8.6/10 (Category avg: 8.5/10)
  • Insights: 7.1/10 (Category avg: 8.6/10)

Who Is the Company Behind Proteus?

  • Seller: Xergy
  • Year Founded: 2018
  • HQ Location: Aberdeen, Scotland
  • Twitter: @joinproteus
    647 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Electrical/Electronic Manufacturing
  • Company Size: 50% Small, 38% Medium

What Do G2 Reviewers Say About Proteus?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Proteus, finding it simple to operate and effective for real-time simulations.
  • Users appreciate the intuitive operation of Proteus, making it easy to simulate and debug designs in real-time.
  • Users value the real-time updates from Proteus, enhancing their operational speed and debugging capabilities.
  • Users love the real-time operation of Proteus, enhancing speed and ease of use for various simulations.
Cons
  • Users express concern over missing features like advanced routing and realistic analog modeling, limiting design capabilities.

What Are Recent G2 Reviews of Proteus?

What Are G2 Users Discussing About Proteus?