Best Work Management Software - Page 5

How Many Work Management Software Products Does G2 Track?

Total Products under this Category: 241

Category Stats (Oct 2026)

  • Average Rating: 4.5/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Semsto (+11.11%) - Among all products in this category, Semsto recorded the largest rating increase compared to last month

Last updated: October 26, 2026

How Does G2 Rank Work Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 148,100+ Authentic Reviews
  • 241+ 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, Asana, monday AI Work Platform, Smartsheet, Confluence, Quickbase, and Keka.

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

Microsoft Project & Portfolio Management

Microsoft Project is a project management software that helps users plan, execute, and monitor projects effectively. It includes powerful features for managing tasks, allocating resources and budgeting, all presented in an easy-to-use interface. With seamless integration into Microsoft 365, it supports real-time collaboration and data sharing. The advanced reporting and analytics tools allow users to track progress and make data-driven decisions. Stay organized, focused, and in charge. With Microsoft Project, easily plan your projects with the power of dynamic scheduling based on effort needed, project duration, and allotted team members. Suitable for projects of any size, Microsoft Project offers flexible deployment options, both cloud-based and on-premises, catering to a wide range of organizational needs.

Average Rating: 4.0/5.0

Total Reviews: 1,578

How Do G2 Users Rate Microsoft Project & Portfolio Management?

  • Has the product been a good partner in doing business?: 7.9/10 (Category avg: 9.1/10)

Who Is the Company Behind Microsoft Project & Portfolio Management?

  • Seller: Microsoft
  • Year Founded: 1975
  • HQ Location: Redmond, Washington
  • Twitter: @microsoft
    13,091,739 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    232,750 employees on LinkedIn®
  • Ownership: MSFT

Who Uses This Product?

  • Who Uses This: Project Manager, Program Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 47% Large, 29% Medium

What Do G2 Reviewers Say About Microsoft Project & Portfolio Management?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the abundance of features in Microsoft Project, enhancing project planning, budgeting, and visualization.
  • Users find Microsoft Project & Portfolio Management to be easy to use, facilitating project planning and task completion efficiently.
  • Users praise the effective resource management in Microsoft Project & Portfolio Management, streamlining project planning and tracking.
  • Users praise the visualization and tracking capabilities of Microsoft Project, enhancing project planning and management efficiency.
  • Users value the easy integration of Microsoft Project & Portfolio Management with other Microsoft tools, enhancing collaboration and productivity.
Cons
  • Users find limited customization options hinder adaptability, especially for smaller projects requiring integration with various tools.
  • Users find the high complexity of Microsoft PPM challenging for small projects, requiring time to adapt and learn.
  • Users find the steep learning curve of Microsoft Project & Portfolio Management challenging, complicating effective use of its features.
  • Users find Microsoft Project & Portfolio Management difficult for small projects, noting its complexity and limited customization options.
  • Users find budgeting and accounting issues to be a challenge, noting complexity and integration limitations hinder effectiveness.

What Are Recent G2 Reviews of Microsoft Project & Portfolio Management?

What Are G2 Users Discussing About Microsoft Project & Portfolio Management?

Nimble

Nimble is an enterprise platform built for managing complex projects with confidence, consistency, and complete visibility. Designed for organizations that need more than basic task tracking, NimbleWork brings together teams, workflows, resources, and data into one unified delivery system that helps enterprises plan smarter, execute faster, and deliver more predictably at scale. Nimble supports the full lifecycle of project delivery—from intake and prioritization to execution, governance, and reporting. Its flexible hierarchy modeling allows organizations to structure work the way they operate, whether it’s simple projects or large, multi-team programs with dependencies, risks, and cross-functional workflows. Teams get real-time visibility across initiatives, while leaders gain clarity into progress, bottlenecks, resource utilization, and delivery risks—without relying on spreadsheets or disconnected tools. Key capabilities include: Project Visibility: Unified views of all projects, dependencies, milestones, and risks, enabling proactive decision-making across teams and portfolios. Flexible Work Hierarchy & Custom Work Types: Model projects, tasks, risks, decisions, and change requests with configurable workflows and forms. Hybrid Delivery Support: Manage Agile, Waterfall, or hybrid teams in a consistent framework—ideal for large enterprises with diverse execution models. Advanced Scheduling & Resource Management: Balance workloads, allocate skilled resources, and forecast capacity with built-in intelligence. Real-Time Dashboards & Reporting: Executive-level insights for PMOs, CIOs, and delivery leaders—no custom BI required. Integrated Collaboration: Comments, updates, file sharing, approvals, and discussions happen in context of the work, reducing communication gaps. Automation & Integrations: Rule-based automation, API integrations, and connectivity with 2000+ apps through Zapier and other connectors. AI Capabilities: Nimble includes AI-powered Agents that accelerate planning, automate routine work, and surface actionable insights across projects and teams. From generating project plans and acceptance criteria to summarizing discussions and highlighting risks, these AI companions help teams work smarter, faster, and with greater predictability. For teams adopting modern Project management practices, Nimble also offers intuitive Agile boards, sprint tools, and backlog management—making it easy to support iterative delivery while preserving enterprise governance and traceability. Whether you're managing a multi-year transformation program, cross-team engineering projects, or department-wide initiatives, Nimble helps enterprises eliminate chaos, improve predictability, and deliver with confidence.

Average Rating: 4.0/5.0

Total Reviews: 11

How Do G2 Users Rate Nimble?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.1/10)
  • Planning: 8.1/10 (Category avg: 9.0/10)
  • Procedures: 8.1/10 (Category avg: 8.5/10)
  • Insights: 7.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Nimble?

Who Uses This Product?

  • Company Size: 45% Medium, 36% Small

What Do G2 Reviewers Say About Nimble?

AI-generated summary from verified user reviews

Pros
  • Users value the tracking ease of Nimble, facilitating smooth monitoring of issues and progress effortlessly.
  • Users praise Nimble for its responsive customer support and effortless implementation, enhancing their overall experience.
  • Users highlight Nimble's ease of use, appreciating its smooth implementation and functionality in multi-user environments.
  • Users appreciate the effective communication features of Nimble, facilitating easy coordination and tracking of requests.
  • Users find NIMBLE’s implementation ease excellent, appreciating its user-friendly setup and responsive support during integration.
Cons
  • Users face limited customization options with Nimble, making it difficult to tailor the product to their needs.
  • Users report experiencing slow performance with Nimble, leading to extended loading times and frustration.
  • Users find the lack of difficult reporting capabilities frustrating, limiting their ability to track resolved issues effectively.
  • Users express frustration over the inability to extract reports in Excel format, limiting data usability for analysis.
  • Users find Nimble not intuitive, struggling with the interface and limited customization options for their needs.

What Are Recent G2 Reviews of Nimble?

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: 398

How Do G2 Users Rate Birdview?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.1/10)
  • 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?

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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: 9.1/10)
  • 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
    42 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 appreciate the seamless contact management in Daylite, providing easy access to customer data across devices.
  • Users praise Daylite's excellent customer support, noting fast responses that keep the system running smoothly.
  • Users appreciate the organizational capabilities of Daylite, making client and task management seamless and efficient.
  • Users love Daylite for its effective project management, streamlining task organization and client interactions seamlessly.
  • Users value the easy access to their database on mobile devices, enhancing their productivity on the go.
Cons
  • 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 feel the limited features of Daylite restrict access for non-Apple device users, affecting overall usability.
  • Users find the overwhelming experience with Daylite's interface challenging, requiring time to adjust for effective use.
  • Users find the app limitations frustrating, noting small print, exclusive Apple compatibility, and outdated CRM features.

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: 9.1/10)
  • 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
  • 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?

WorkflowMAX

WorkflowMAX is a job and profitability management software solution specifically designed to assist service firms in optimizing their operations. This platform provides users with comprehensive control over essential aspects such as time management, team collaboration, and profit tracking, all consolidated into a single interface. By streamlining processes like project management, timesheet tracking, invoicing, and purchase order issuance, WorkflowMAX enhances clarity at every stage of a firm's workflow. Targeted primarily at growing service-oriented businesses, WorkflowMAX empowers users to scale their operations effectively. With the ability to monitor where time is allocated and profits are generated, firms can make informed decisions, delegate tasks with accuracy, and expand their services without uncertainty. This adaptability ensures that the software aligns with the unique workflows of each firm, rather than imposing a rigid structure that may not fit their needs. Key features of WorkflowMAX include its robust project management tools, which allow users to create, assign, and track projects in real time. The timesheet functionality simplifies the process of logging hours worked, ensuring that all team members can accurately report their time. Additionally, the invoicing and purchase order capabilities facilitate seamless financial transactions, making it easier for firms to manage their cash flow. The software also integrates deeply with popular accounting platforms like Xero and QuickBooks, enabling users to synchronize financial data effortlessly. The benefits of using WorkflowMAX extend beyond its core functionalities. The software is designed to provide users with insights into their operations, helping them identify areas for improvement and opportunities for growth. The dedicated support team is another significant advantage, as they are genuinely invested in the success of their clients, offering assistance and guidance as needed. This commitment to customer support, combined with the software's comprehensive features, positions WorkflowMAX as a valuable asset for service firms looking to enhance their operational efficiency and profitability.

Average Rating: 4.1/5.0

Total Reviews: 63

How Do G2 Users Rate WorkflowMAX?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.1/10)

Who Is the Company Behind WorkflowMAX?

  • Seller: WorkflowMAX
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Melbourne
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director
  • Top Industries: Marketing and Advertising, Accounting
  • Company Size: 76% Small, 14% Medium

What Do G2 Reviewers Say About WorkflowMAX?

AI-generated summary from verified user reviews

Pros
  • Users find WorkflowMax to be easy to use and customize, enhancing their experience with minimal onboarding required.
  • Users appreciate the time tracking simplicity of WorkflowMAX, enhancing productivity and streamlining project management.
  • Users value the easy integration of WorkflowMAX with Xero, enhancing their streamlined invoicing process without double handling.
  • Users appreciate the seamless integration with Xero, enhancing workflow efficiency and minimizing invoice handling.
  • Users love the ease of use of WorkflowMax for managing projects seamlessly and efficiently from start to finish.
Cons
  • Users find the missing features of WorkflowMAX, like multi-currency billing, hinder effective task management.
  • Users find the limited functionality of WorkflowMAX frustrating, noting inefficiencies and outdated processes affecting usability.
  • Users face billing issues, including multi-currency needs and invoice discrepancies that hinder smooth transaction management.
  • Users find that time consumption is an issue with WorkflowMAX due to slow entry processes and multiple clicks.
  • Users express frustration over invoicing problems like discrepancies in quoted and invoice values and missing multi-currency billing.

What Are Recent G2 Reviews of WorkflowMAX?

What Are G2 Users Discussing About WorkflowMAX?

Total Synergy

Founded in Australia in 1999, Total Synergy is an Australian-built project management platform created specifically for architecture and engineering (A&E) firms. What began as a simple idea to simplify project management for A&E firms, has grown into a globally trusted platform supporting A&E businesses across Australia, New Zealand, the UK and beyond. Total Synergy brings project delivery and business management into one connected system. Designed for the way architects and engineers actually work, our all-in-one platform includes: • Project management and job tracking • Resource planning and capacity management • Timesheets and time tracking • Stage-based and discipline-based invoicing • Budget tracking and cost management • Work in progress (WIP) visibility • Real-time reporting and dashboards • Revenue forecasting • Document management • Client and contact management (CRM) • Expense tracking • Accounting integrations (including Xero and MYOB) • Business intelligence and performance insights By connecting operational and financial data in real time, Total Synergy gives A&E leaders complete visibility across projects, people, and profitability. We help firms reduce manual processes, eliminate spreadsheets, improve cash flow, and make confident commercial decisions earlier. Trusted by hundreds of architecture and engineering practices worldwide, Total Synergy continues to evolve with one clear goal: to provide the clearest path to project profitability. Find out more: www.totalsynergy.com

Average Rating: 4.3/5.0

Total Reviews: 36

How Do G2 Users Rate Total Synergy?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.1/10)

Who Is the Company Behind Total Synergy?

  • Seller: Total Synergy
  • Company Website:
  • Year Founded: 1999
  • HQ Location: North Sydney, Australia
  • Twitter: @totalsynergy
    468 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Civil Engineering, Architecture & Planning
  • Company Size: 66% Small, 26% Medium

What Do G2 Reviewers Say About Total Synergy?

AI-generated summary from verified user reviews

Pros
  • Users find Total Synergy's ease of use remarkable, simplifying project management and enhancing productivity effectively.
  • Users praise the amazing customer support of Total Synergy, which enhances their overall experience and productivity.
  • Users value the user-friendly interface of Total Synergy, streamlining project management and enhancing overall productivity.
  • Users love the efficient project tracking of Total Synergy, simplifying task management and improving workflow significantly.
  • Users value the time tracking functionality of Total Synergy, significantly reducing workload and streamlining project management.
Cons
  • Users express concerns about the high cost of the Enterprise version, which may impact future use of Total Synergy.
  • Users note a high cost for Total Synergy's Enterprise version, raising concerns about long-term sustainability.
  • Users find the high cost of Total Synergy concerning for long-term use, despite liking the tool overall.
  • Users note the integration issues with Total Synergy, particularly regarding communication with Xero.
  • Users note the lack of integration between Total Synergy and Xero, hindering seamless data exchange.

What Are Recent G2 Reviews of Total Synergy?

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: 9.1/10)
  • 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
    53 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?

Project Insight

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources.

Average Rating: 4.2/5.0

Total Reviews: 20

How Do G2 Users Rate Project Insight?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 9.1/10)

Who Is the Company Behind Project Insight?

  • Seller: Project Insight
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Irvine, CA
  • Twitter: @ProjectInsight
    2,592 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    32 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 40% Medium, 30% Large

What Do G2 Reviewers Say About Project Insight?

AI-generated summary from verified user reviews

Pros
  • Users value the automation in Project Insight, allowing them to focus on work rather than manual tasks.
  • Users value the ease of use of Project Insight, enhancing productivity through automation and streamlined task management.
  • Users value the easy integration of Project Insight, allowing seamless connectivity and automation for improved productivity.
  • Users appreciate the seamless integrations in Project Insight, enhancing efficiency and streamlining project management tasks.
  • Users value the robust security features of Project Insight, ensuring automated protection for their project data.
Cons
  • Users find the learning curve steep due to the plethora of features that require significant time and patience.
  • Users find that time-consumption due to numerous features can be challenging and requires significant patience to navigate.

What Are Recent G2 Reviews of Project Insight?

What Are G2 Users Discussing About Project Insight?

PIQNIC

PIQNIC is a super platform where work management, team collaboration, and document management connect. Where information is easily accessible and files never get lost. Where communication, ideas, tasks, and projects happen in harmony without endless meetings, emails, and distractions.

Average Rating: 4.3/5.0

Total Reviews: 12

How Do G2 Users Rate PIQNIC?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.1/10)
  • Planning: 10.0/10 (Category avg: 9.0/10)
  • Procedures: 7.5/10 (Category avg: 8.5/10)
  • Insights: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind PIQNIC?

  • Seller: PIQNIC
  • Year Founded: 2018
  • HQ Location: Auckland, New Zealand
  • Twitter: @PiqnicGlobal
    209 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 46% Small, 31% Medium

What Do G2 Reviewers Say About PIQNIC?

AI-generated summary from verified user reviews

Pros
  • Users value PIQNIC for its ease of use, enhancing project efficiency through seamless integration and user-friendly features.
  • Users admire PIQNIC for its efficient task management, which simplifies project workflows and enhances team collaboration.
  • Users value PIQNIC for its automation capabilities, which streamline projects and enhance overall efficiency and organization.
  • I appreciate PIQNIC for its seamless collaboration, enhancing efficiency through unified project management and workflow automation.
  • Users praise the excellent customer support of PIQNIC, enhancing their experience with effective assistance and guidance.
Cons
  • Users find the interface to be not intuitive, causing challenges in navigation and overall user experience.
  • Users find the difficult navigation of PIQNIC's complex interface overwhelming, especially for new users trying to collaborate.
  • Users note the limited features of PIQNIC, which restricts customization and complicates navigation for a better experience.
  • Users note the missing features in PIQNIC, limiting its effectiveness for project management and navigation.
  • Users find the interface complex and overwhelming, which hinders effective navigation, especially for newcomers.

What Are Recent G2 Reviews of PIQNIC?

What Are G2 Users Discussing About PIQNIC?

WiseTeam

WiseTeam is a flexible solution for your company’s work and project management. The system combines all tools necessary for providing professional services. It presents these tools in one convenient place and continuously provides relevant information that empowers you to make the right decisions. WiseTeam enables users to plan, track and execute all business related activities in one place and make important decisions on the fly. Crucial business activities like: employees’ time management, project management, process management, customer relationship management, billing and invoicing, quality management and others are tracked effortlessly with the help of this intuitive system.

Average Rating: 4.4/5.0

Total Reviews: 26

How Do G2 Users Rate WiseTeam?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Planning: 8.3/10 (Category avg: 9.0/10)
  • Procedures: 7.8/10 (Category avg: 8.5/10)
  • Insights: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind WiseTeam?

  • Seller: UAB "Integris"
  • Year Founded: 2013
  • HQ Location: Vilnius, Vilnius
  • Twitter: @WiseTeam_
    34 Twitter followers
  • LinkedIn® Page:
quot;Integris
quot;","url":"https://www.linkedin.com/company/wiseteam/","type":"linkedin_company_website","name":"Event::Vendors::ExternalLinkClicked"}" hide_link="false" href="https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=94c1c65180ce863d9363602c650e6d0e636f6ad51ec5c780426d435264ef20f9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwiseteam%2F&secure%5Burl_type%5D=linkedin_company_website">www.linkedin.com
18 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 46% Small, 29% Medium

What Do G2 Reviewers Say About WiseTeam?

AI-generated summary from verified user reviews

Pros
  • Users commend WiseTeam for its effective task management, simplifying assignment creation and enhancing team collaboration.
  • Users find the ease of use in WiseTeam invaluable for task management and team collaboration efficiency.
  • Users love the easy sharing of documents and tasks, enhancing collaboration and project management efficiency.
  • Users love the easy task assignment feature, streamlining project management and enhancing team collaboration.
  • Users value the effective team collaboration offered by WiseTeam, enhancing project management and task completion.
Cons
  • Users feel the multi-assigning feature is lacking and could be significantly improved for better usability.

What Are Recent G2 Reviews of WiseTeam?

What Are G2 Users Discussing About WiseTeam?

eResource Scheduler

eResource Scheduler (eRS) is enterprise resource management and scheduling software built for project-driven professional services firms, engineering and AEC consultancies, architecture firms, management consultancies, and accounting and audit firms of 100 to 5,000 people. Trusted by 850+ global enterprises across 29+ countries, it gives real-time visibility into resource capacity, availability, schedules, actuals, and financials, replacing spreadsheets with one connected system. Scheduling stays fast with drag-and-drop assignments, resource requests, and semi-auto scheduling. Actuals flow straight from schedules into timesheets, so planned versus actual hours show up without manual reconciliation. Heatmaps flag overloads before they hit a project, capacity planning reports forecast demand months out, and financials track cost, revenue, and margin on every engagement. Management reports turn that data into decisions firm leaders can act on. Role-based access keeps sensitive project and client data contained, and integrations with third-party calendars and tools like Jira and Slack fit eResource Scheduler into workflows firms already run. The eRS mobile app carries the same visibility into the field or between client sites, letting managers and teams view schedules, log and approve timesheets, and get notifications wherever the work happens. eResource Scheduler turns resource scheduling into a margin lever, not a calendar, so firms catch overloads and gaps before they cost a project, not after.

Average Rating: 4.9/5.0

Total Reviews: 44

How Do G2 Users Rate eResource Scheduler?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.1/10)

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: 67% Small, 18% 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: 9.1/10)
  • 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?

Fluid

Fluid is the all-in-one PMO platform to manage your projects, programs, portfolio’s and resources in one unified space. Fluid provides a single solution to manage every aspect of your projects from ideation through to delivery, execution, benefits and closure. • Automated Reporting • Executive Portfolio Dashboards • Resource Capacity & Utilization • Accurate Project Cost Tracking • Unified Project Management Workspace (Health, Scheduling, Risks, Tasks etc.) • AI Governance & Insights

Average Rating: 4.7/5.0

Total Reviews: 28

How Do G2 Users Rate Fluid?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.1/10)
  • Planning: 8.8/10 (Category avg: 9.0/10)
  • Procedures: 8.3/10 (Category avg: 8.5/10)
  • Insights: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Fluid?

  • Seller: Fluid
  • Year Founded: 2014
  • HQ Location: London, GB
  • Twitter: @fluidworkapp
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 50% Small, 25% Medium

What Do G2 Reviewers Say About Fluid?

AI-generated summary from verified user reviews

Pros
  • Users value the responsive customer support of Fluid, providing reliable assistance and partnership for project success.
  • Users value the effective communication features of Fluid, facilitating seamless project reporting and collaboration.
  • Users find daily use effortless with consolidated dashboards, streamlining project reporting and maintenance effectively.
  • Users commend the effortless project reporting with Fluid, benefiting from consolidated dashboards that streamline information access.
  • Users value the effortless project reporting with Fluid, thanks to consolidated dashboards providing essential information at a glance.
Cons
  • Users find the meeting functionality lacking, particularly with integration for Teams and Outlook scheduling.
  • Users find the email integration lacking, wishing for better setup options with Teams and Outlook scheduling.
  • Users face integration issues with Fluid, particularly in meeting setups with Teams and Outlook scheduling.
  • Users find the lack of integration with Teams affects meeting setup and scheduling functionality negatively.
  • Users find the limited integrations of Fluid hinder meeting setup and scheduling with Teams and Outlook.

What Are Recent G2 Reviews of Fluid?

Apollo

Prioritize tasks, organize projects, keep your team on the same page. Apollo is a reliable Project and Contact Management Software.

Average Rating: 4.2/5.0

Total Reviews: 13

How Do G2 Users Rate Apollo?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.1/10)
  • Planning: 7.8/10 (Category avg: 9.0/10)
  • Procedures: 7.7/10 (Category avg: 8.5/10)
  • Insights: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Apollo?

  • Seller: Apollo
  • Year Founded: 2007
  • HQ Location: Pittsfield, Massachusetts
  • Twitter: @applicomhq
    560 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 57% Small, 36% Medium

What Are Recent G2 Reviews of Apollo?

What Are G2 Users Discussing About Apollo?

Subhransu Sahu
SS
Researched and written by Subhransu Sahu
Updated April 9, 2026