# Best Professional Services Automation Software with Yes Capabilities

## How Many Professional Services Automation Software Products Does G2 Track?

**Total Products under this Category:** 144

### Category Stats (Aug 2026)

- **Average Rating:** 4.3/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Workamajig (+0.31%) - Among all products in this category, Workamajig recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Professional Services Automation Software Products?

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

- 30 Analysts and Data Experts
- 25,800+ Authentic Reviews
- 144+ 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 Professional Services Automation Software
 ![G2 Grid® for Professional Services Automation Software plotting products by satisfaction and market presence](https://www.g2.com/categories/professional-services-automation/grids.png?focus%5B%5D=929&focus%5B%5D=1532&focus%5B%5D=24829&focus%5B%5D=101553&focus%5B%5D=51154&focus%5B%5D=1646&focus%5B%5D=104559&focus%5B%5D=19175)

Highlighted products: Autotask, BigTime, Planhat, Syncro, CMap, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), Deltek Vantagepoint, and SAP Cloud ERP (SAP S/4HANA Cloud).

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=autotask&focus%5B%5D=bigtime&focus%5B%5D=planhat&focus%5B%5D=syncro&focus%5B%5D=cmap&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud)

**Sponsored**

### Wrike

Wrike is the trusted work delivery platform where AI extends what people can accomplish. By centralizing all work in one governed, context-rich environment, Wrike helps organizations streamline collaboration, project planning, and task execution while maintaining the control and accountability that complex work demands. Wrike serves project managers, team leaders, and organizations of all sizes across marketing, IT, product development, professional services, and beyond. Teams use Wrike to track work progress, assign tasks, set deadlines, and facilitate communication, eliminating silos and fostering a culture of transparency and accountability that is crucial for successful delivery. Key features include AI Agents, Wrike Copilot, Wrike MCP Server, workflow automations, customizable dashboards, real-time collaboration tools, and advanced reporting capabilities. Teams can build and automate tailored workflows that reflect their unique processes, visualize timelines through Gantt charts and Kanban boards, and integrate seamlessly with tools like Slack, Google Drive, and Microsoft Teams. Wrike's MCP server extends this further, allowing AI assistants to connect directly to the platform where execution actually happens so AI-driven actions become part of the auditable record of how work gets done, not disconnected outputs living outside the system. And powered by the Wrike Work Intelligence® Graph, the platform gives AI the structured context it needs to act reliably inside the same roles, permissions, and access controls as your people. The result goes far beyond task management. Wrike reduces time spent on administrative work, scales alongside growing organizations, and gives teams the governed foundation they need to put AI to work on their most consequential workflows without losing control. With more than 20,000 organizations worldwide, including Siemens, Walmart, NVIDIA, and The Estée Lauder Companies, trusting Wrike to deliver their most important work, the platform has earned its place as a reliable partner for organizations to deliver without doubt

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=156&secure%5Bchosen_at%5D=2026-08-04T03%3A05%3A15Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1382&secure%5Bresource_id%5D=156&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fprofessional-services-automation%2Ff%2Fyes%3Fopen_modal_url%3D%252Fproducts%252Fcertinia-ps-cloud%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fprofessional-services-automation%25252Ff%25252Fyes%2526source%253Dcategory&secure%5Btoken%5D=78258f4ab0cee7bc4e2831366c185b9368b1a8b3da5e0190e727862c028c8301&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Ffeatures%2F&secure%5Burl_type%5D=paid_promos)

### [Autotask](https://www.g2.com/products/autotask/reviews)

Autotask is the intelligent, unified PSA platform that powers high-performing MSP operations. It connects tickets, time, projects, contracts and billing in one seamless workflow — eliminating manual effort, reducing technician friction and ensuring every billable hour is captured automatically. With built-in automation and real-time visibility, Autotask streamlines service delivery, improves profitability and turns operational data into actionable dashboards that drive accountability and demonstrate value. Trusted by growing MSPs worldwide, Autotask helps teams deliver faster, more consistent service while maintaining clarity and control across every part of the business.

**Average Rating:** 4.2/5.0

**Total Reviews:** 619

#### How Do G2 Users Rate Autotask?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 6.7/10 (Category avg: 7.9/10)
- **Workflow:** 8.3/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Autotask?

- **Seller:** [Kaseya](https://www.g2.com/sellers/kaseya)
- **Company Website:** www.kaseya.com
- **Year Founded:** 2000
- **HQ Location:** Miami, FL
- **Twitter:** @KaseyaCorp  
17,411 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6c9a31f82a811b1e3cc7be6babe8882bb8f6b2927e142d98dd6f5662a0d0e4d2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkaseya%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,471 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, Owner
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 69% Small, 28% Medium

#### What Do G2 Reviewers Say About Autotask?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Autotask, enjoying its intuitive interface and accessible features for efficiency.
- Users value the **seamless integrations** of Autotask, ensuring efficient workflows and effective ticket management.
- Users appreciate the **smart summaries and user-friendly interface** of Autotask, enhancing efficient ticket management and workflow.
- Users appreciate the **automation features** of Autotask, which enhance efficiency and streamline daily operations.
- Users value the **easy integrations** of Autotask, enhancing their workflow and connectivity with other tools effectively.

##### Cons

- Users find the **complex usability** of Autotask overwhelming, especially with the multitude of options and a dated interface.
- Users often find the **steep learning curve** adds complexity, making proper setup and understanding crucial for success.
- Users note the **missing features** in Autotask, particularly in project management and automation capabilities.
- Users find Autotask's **limited functionality** frustrating, noting the need for improvements in project workflows and integrations.
- Users find Autotask's interface **not user-friendly** , with an outdated layout and unintuitive navigation affecting usability.

#### What Are Recent G2 Reviews of Autotask?

**["A reliable PSA platform with room for improvement"](https://www.g2.com/survey_responses/autotask-review-8257336)**

**Rating:** 4.0/5.0 stars

_— Yusuf Mustafa K._

[Read full review](https://www.g2.com/survey_responses/autotask-review-8257336)

**["Flexible Automation and Reporting That Streamlines Workflows"](https://www.g2.com/survey_responses/autotask-review-13078501)**

**Rating:** 4.0/5.0 stars

_— Tara G._

[Read full review](https://www.g2.com/survey_responses/autotask-review-13078501)

#### What Are G2 Users Discussing About Autotask?

- [What is Autotask Professional Services Automation (PSA) used for?](https://www.g2.com/discussions/autotask-professional-services-automation-psa-what-is-autotask-professional-services-automation-psa-used-for) - 1 upvote
- [What is Autotask Professional Services Automation (PSA) used for?](https://www.g2.com/discussions/what-is-autotask-professional-services-automation-psa-used-for) - 2 comments, 1 upvote

### [BigTime](https://www.g2.com/products/bigtime/reviews)

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

**Average Rating:** 4.5/5.0

**Total Reviews:** 1,709

#### How Do G2 Users Rate BigTime?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10)
- **Workflow:** 8.1/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind BigTime?

- **Seller:** [BigTime](https://www.g2.com/sellers/bigtime)
- **Company Website:** bigtime.net
- **Year Founded:** 2002
- **HQ Location:** Chicago, IL
- **Twitter:** @BigTimeSoftware  
2,744 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e625721a119beff90fe9564427c769e6e8214dad6eeb6bee97fc509bcf34bdb0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1457823%2F&secure%5Burl_type%5D=linkedin_company_website)  
168 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About BigTime?

_AI-generated summary from verified user reviews_

##### Pros

- Users value BigTime for its **ease of use** , making time tracking and project management straightforward and efficient.
- Users appreciate the **user-friendly time tracking** in BigTime, praising its ease of implementation and resource management capabilities.
- Users appreciate the **user-friendly interface** of BigTime, making time tracking and management straightforward and efficient.
- Users value the **ease of tracking** in BigTime, appreciating its user-friendly interface and straightforward expense management.
- Users value the **time-saving features** of BigTime, enabling efficient tracking and streamlined project management.

##### Cons

- Users find the **missing features** , like expense duplication and specific dashboards, hinder efficiency and usability.
- Users find that **logging expenses can become time-consuming** due to the repetitive entry of similar items.
- Users find the **learning curve steep** due to unintuitive navigation and rigid task management, complicating customization and workflows.
- Users find the **manual entry process cumbersome** , facing issues with comments disappearing and clunky UI for time input.
- Users experience **software bugs** that disrupt billing and make reporting and time entry less efficient.

#### What Are Recent G2 Reviews of BigTime?

**["Easy to learn with reports I actually use."](https://www.g2.com/survey_responses/bigtime-review-13180755)**

**Rating:** 4.5/5.0 stars

_— Eleazar R._

[Read full review](https://www.g2.com/survey_responses/bigtime-review-13180755)

**["Accessible Anywhere with Reports I Rely On"](https://www.g2.com/survey_responses/bigtime-review-13191689)**

**Rating:** 4.5/5.0 stars

_— Denise M._

[Read full review](https://www.g2.com/survey_responses/bigtime-review-13191689)

#### What Are G2 Users Discussing About BigTime?

- [How do I track billable hours accurately using BigTime for client projects?](https://www.g2.com/discussions/how-do-i-track-billable-hours-accurately-using-bigtime-for-client-projects)
- [What is BigTime used for?](https://www.g2.com/discussions/what-is-bigtime-used-for) - 1 comment, 1 upvote

### [CMap](https://www.g2.com/products/cmap/reviews)

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

**Average Rating:** 4.4/5.0

**Total Reviews:** 300

#### How Do G2 Users Rate CMap?

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 6.4/10 (Category avg: 7.9/10)
- **Workflow:** 7.0/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind CMap?

- **Seller:** [CMAP Software Ltd](https://www.g2.com/sellers/cmap-software-ltd)
- **Company Website:** www.cmap.io
- **Year Founded:** 2000
- **HQ Location:** Alderley Edge, GB
- **Twitter:** @CMAPSoftware  
396 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=886e97d799f50e15403a596a20d48afc29fe9895e379217404cbc2aa35d0f097&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcmap-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
223 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Director, Finance Manager
- **Top Industries:** Architecture & Planning, Consulting
- **Company Size:** 57% Small, 40% Medium

#### What Do G2 Reviewers Say About CMap?

_AI-generated summary from verified user reviews_

##### Pros

- Users find CMap's **ease of use** exceptional, streamlining project tracking and enhancing clarity in information management.
- Users value the **ease of use** of CMap for project management, citing clear organization and efficient tracking.
- Users value the **responsive customer support** from CMap, enhancing their experience and facilitating smooth onboarding.
- Users appreciate the **intuitive interface** of CMap, enabling efficient navigation and management of complex processes.
- Users love CMap for its **intuitive organization and visual mapping** , simplifying complex information and enhancing project tracking.

##### Cons

- Users find the **limited features** of CMap, particularly in reporting and integrations, to be quite frustrating.
- Users struggle with **integration issues** , finding challenges in connecting tools like Xero and cross-functional reporting.
- Users find the **limited functionality** of CMap frustrating, especially regarding reporting and integration complexities.
- Users find the **report builder complex and unintuitive** , hindering effective data visualization and user experience.
- Users find **limitations in reporting and design consistency** , hindering effective data retrieval and overall user experience.

#### What Are Recent G2 Reviews of CMap?

**["CMAP recommendation"](https://www.g2.com/survey_responses/cmap-review-9539237)**

**Rating:** 5.0/5.0 stars

_— Andrea T._

[Read full review](https://www.g2.com/survey_responses/cmap-review-9539237)

**["Excellent Timesheets and Centralized Project Info, Backed by Great Onboarding"](https://www.g2.com/survey_responses/cmap-review-13144674)**

**Rating:** 4.0/5.0 stars

_— Nash C._

[Read full review](https://www.g2.com/survey_responses/cmap-review-13144674)

#### What Are G2 Users Discussing About CMap?

- [What is CMap used for?](https://www.g2.com/discussions/what-is-cmap-used-for)

### [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews)

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

**Average Rating:** 4.2/5.0

**Total Reviews:** 1,506

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

- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 7.3/10 (Category avg: 7.9/10)
- **Workflow:** 7.4/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

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

- **Seller:** [Kantata (formerly Mavenlink + Kimble)](https://www.g2.com/sellers/kantata-formerly-mavenlink-kimble)
- **Company Website:** kantata.com
- **Year Founded:** 2008
- **HQ Location:** Irvine, CA
- **Twitter:** @GoKantata  
11,518 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97db9ad169234101d5d6a926830c0e5df9f7e4ea5699f6a5fd79e580b8e43837&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgokantata%2F&secure%5Burl_type%5D=linkedin_company_website)  
485 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficiency and simplicity** of Kantata, enhancing their project management and workflow processes effectively.
- Users value the **efficient project tracking** of Kantata, enhancing workflow and simplifying resource management processes.
- Users appreciate the **user-friendly interface** of Kantata, making it easy to navigate and utilize its features.
- Users value the **reporting efficiency** of Kantata, enhancing resource management and project tracking for better decision-making.
- Users appreciate the **robust report generation** in Kantata, which enhances project tracking and simplifies financial management.

##### Cons

- Users find the **complex usability** of Kantata PSA challenging, particularly regarding navigation and workflow efficiency.
- Users face a challenging **learning curve** with the interface and data optimization, necessitating early and ongoing training.
- Users find the interface **not intuitive** , making it challenging to track resources and necessary updates efficiently.
- Users face **rigid task management** that lacks flexibility, making project tracking and input tedious and time-consuming.
- Users find the **lack of customization** challenging, impacting their ability to tailor reports and insights effectively.

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

**["Easy to set up, easy to use... exactly what we needed to drive visibility and consistency."](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-2018590)**

**Rating:** 4.5/5.0 stars

_— Dan C._

[Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-2018590)

**["Customer Collaboration and Internal Visibility with Kantata - 2 years in"](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-9043064)**

**Rating:** 4.5/5.0 stars

_— Andy B._

[Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-9043064)

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

- [How do I effectively manage project budgets using Kantata Professional Services Cloud?](https://www.g2.com/discussions/how-do-i-effectively-manage-project-budgets-using-kantata-professional-services-cloud)
- [What is Kantata Cloud for Professional Services (formerly Mavenlink + Kimble) used for?](https://www.g2.com/discussions/what-is-kantata-cloud-for-professional-services-formerly-mavenlink-kimble-used-for)
- [What does Mavenlink do?](https://www.g2.com/discussions/what-does-mavenlink-do) - 1 comment
- [What is a good project management software?](https://www.g2.com/discussions/kantata-cloud-for-professional-services-formerly-mavenlink-kimble-what-is-a-good-project-management-software) - 1 comment
- [How much does MavenLink cost?](https://www.g2.com/discussions/how-much-does-mavenlink-cost) - 1 comment

### [Scoro](https://www.g2.com/products/scoro/reviews)

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time By uniting this data, Scoro gives you end-to-end visibility across your business. Helping you spot risks sooner, allocate resources smarter, and protect profitability as you scale.

**Average Rating:** 4.5/5.0

**Total Reviews:** 488

#### How Do G2 Users Rate Scoro?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10)
- **Workflow:** 8.6/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Scoro?

- **Seller:** [Scoro](https://www.g2.com/sellers/scoro)
- **Company Website:** www.scoro.com
- **Year Founded:** 2013
- **HQ Location:** London
- **Twitter:** @ScoroSoftware  
8,204 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c4b840044faa6933148653c2e176735de9e60141f0ee535ec0459b789766380c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F294623%2F&secure%5Burl_type%5D=linkedin_company_website)  
143 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, CEO
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 66% Small, 25% Medium

#### What Do G2 Reviewers Say About Scoro?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Scoro, benefiting from its streamlined all-in-one platform for various tasks.
- Users value Scoro for its **integrated project management capabilities** , simplifying task tracking and business conversations significantly.
- Users value the **comprehensive project tracking** in Scoro, enhancing management and profitability for their campaigns.
- Users value the **efficient time tracking** feature of Scoro, enhancing productivity without adding complexity.
- Users find the **task management features** of Scoro invaluable for integrating projects, budgets, and workflows in one platform.

##### Cons

- Users find the **learning curve** challenging due to complexity and rigidity, impacting workflow efficiency during setup.
- Users find Scoro's interface **not intuitive** , especially for tasks like creating PTO days and using the mobile app.
- Users note the **missing features** in Scoro's mobile version and some integrations that limit functionality.
- Users experience a **steep learning curve** with Scoro, challenging for new users due to its complexity and usability issues.
- Users find Scoro's **complexity** necessitates extensive training, hindering the initial user experience despite its robust features.

#### What Are Recent G2 Reviews of Scoro?

**["Subtasks and dependencies made cross-functional delivery planning much easier"](https://www.g2.com/survey_responses/scoro-review-13115286)**

**Rating:** 5.0/5.0 stars

_— Yaroslav B._

[Read full review](https://www.g2.com/survey_responses/scoro-review-13115286)

**["Absolutely essential for time and team management"](https://www.g2.com/survey_responses/scoro-review-4620988)**

**Rating:** 4.5/5.0 stars

_— Anna-Kaisa R._

[Read full review](https://www.g2.com/survey_responses/scoro-review-4620988)

#### What Are G2 Users Discussing About Scoro?

- [What is Scoro used for?](https://www.g2.com/discussions/what-is-scoro-used-for)
- [What features and benefits does project management software provide?](https://www.g2.com/discussions/what-features-and-benefits-does-project-management-software-provide)
- [What are the features of a project?](https://www.g2.com/discussions/what-are-the-features-of-a-project)
- [How much does Scoro cost?](https://www.g2.com/discussions/how-much-does-scoro-cost)
- [What are some unique features of project management software?](https://www.g2.com/discussions/scoro-what-are-some-unique-features-of-project-management-software)

### [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews)

Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports.

**Average Rating:** 4.3/5.0

**Total Reviews:** 644

#### How Do G2 Users Rate Certinia PS Cloud?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 8.2/10 (Category avg: 7.9/10)
- **Workflow:** 8.3/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Certinia PS Cloud?

- **Seller:** [Certinia](https://www.g2.com/sellers/certinia)
- **Company Website:** certinia.com
- **Year Founded:** 2009
- **HQ Location:** Austin, TX
- **Twitter:** @CertiniaInc  
12,206 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1833fb7480356beb39336d637165cd64d934eee3ae8b7102f461f6addf6e34d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcertinia%2F&secure%5Burl_type%5D=linkedin_company_website)  
981 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Salesforce Administrator, Project Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 53% Medium, 36% Large

#### What Do G2 Reviewers Say About Certinia PS Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Certinia PS Cloud, enjoying seamless navigation and integrated project management.
- Users value the **efficiency in project management** with Certinia PS Cloud, significantly saving time in operations.
- Users value the **seamless reporting capabilities** of Certinia PS Cloud, enhancing efficiency throughout the professional-services lifecycle.
- Users value the **user-friendly integration** of Certinia PS Cloud, simplifying management of projects and resources effectively.
- Users value the **native Salesforce integration** of Certinia PS Cloud, enhancing seamless functionality across various business sizes.

##### Cons

- Users find the **learning curve steep** with Certinia PS Cloud, citing challenges in understanding the software without formal training.
- Users find the **complex usability** of Certinia PS Cloud challenging, especially with its steep learning curve and cluttered interface.
- Users find **difficult customization** of Certinia PS Cloud hampers efficiency, requiring extensive skills and time for configuration.
- Users experience **slow performance** with Certinia PS Cloud, leading to frustrations in functionality and productivity challenges.
- Users find the **missing features** in Certinia PS Cloud limit usability and resource management capabilities.

#### What Are Recent G2 Reviews of Certinia PS Cloud?

**["Platform you already know, only better"](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7223520)**

**Rating:** 4.5/5.0 stars

_— Manoj G._

[Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7223520)

**["Automated Project Management Tool within the Clouds"](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7287486)**

**Rating:** 4.5/5.0 stars

_— Yassin O._

[Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-7287486)

#### What Are G2 Users Discussing About Certinia PS Cloud?

- [What is FinancialForce PSA used for?](https://www.g2.com/discussions/what-is-financialforce-psa-used-for) - 1 comment
- [How much does financial force cost?](https://www.g2.com/discussions/financialforce-psa-how-much-does-financial-force-cost)
- [What is PSA in software engineering?](https://www.g2.com/discussions/what-is-psa-in-software-engineering) - 1 comment
- [What is a PSA platform?](https://www.g2.com/discussions/financialforce-psa-what-is-a-psa-platform) - 1 comment
- [What is FinancialForce PSA?](https://www.g2.com/discussions/what-is-financialforce-psa) - 3 comments

### [ConnectWise PSA](https://www.g2.com/products/connectwise-psa/reviews)

ConnectWise PSA is the most complete business management platform built specifically for companies that sell, service, and support technology. Designed for Managed Service Providers (MSPs) and IT service organizations, it centralizes operations, strengthens accountability, and improves service delivery by bringing every core workflow into one modern platform. ConnectWise PSA helps MSPs reduce manual effort and streamline operations through adaptive workflows, automated billing, and structured service processes. From ticket management and customer service to sales, project delivery, and business analytics, ConnectWise PSA gives teams the tools they need to work smarter, faster, and with greater consistency. As a unified command center for the business, ConnectWise PSA provides real-time visibility across service, finance, and operations. This holistic approach allows MSPs to eliminate swivel-chair work, reduce errors, and make data-driven decisions that support growth and customer satisfaction. Routine tasks become automated, freeing technicians and leaders to focus on strategic initiatives rather than administrative overhead. Built for small to mid-sized technology firms and MSPs, ConnectWise PSA supports the full lifecycle of managed services. Users rely on it to track and resolve service tickets, automate recurring and one-time invoicing, manage projects, oversee sales activity, and monitor key performance metrics—all from a single platform that scales with the business. Core capabilities include an advanced service desk for efficient ticket routing and resolution, reliable integrations with major accounting platforms, robust quoting and invoicing tools for accelerating cash flow, and comprehensive project management to keep teams aligned. Built-in dashboards and analytics surface trends and insights that help leaders improve performance and operate proactively. Backed by more than 40 years of experience in the technology services industry, ConnectWise stands apart through its global community, deep ecosystem, and continuous innovation. ConnectWise PSA gives MSPs the foundation they need to run and grow their business today while preparing for a future powered by automation and intelligent service delivery.

**Average Rating:** 4.0/5.0

**Total Reviews:** 556

#### How Do G2 Users Rate ConnectWise PSA?

- **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 6.0/10 (Category avg: 7.9/10)
- **Workflow:** 7.5/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind ConnectWise PSA?

- **Seller:** [ConnectWise](https://www.g2.com/sellers/connectwise)
- **Company Website:** www.connectwise.com
- **Year Founded:** 1982
- **HQ Location:** Tampa, FL
- **Twitter:** @ConnectWise  
14,926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=825d5a968a56320f556cad3f9dfc8c57c880640eedc7d064eddf33e0f8d1e867&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F48576%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,388 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** President, Network Engineer
- **Top Industries:** Information Technology and Services, Computer & Network Security
- **Company Size:** 66% Small, 28% Medium

#### What Do G2 Reviewers Say About ConnectWise PSA?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **interface easy to use** , appreciating its simplicity and efficiency in managing tasks and tickets.
- Users value the **seamless integration** with third-party software, enhancing customization and ease of use in their workflow.
- Users appreciate the **extensive integrations** of ConnectWise PSA, enhancing automation and workflow across various applications.
- Users appreciate the **rich feature set** of ConnectWise PSA, benefiting from comprehensive tools for management and organization.
- Users appreciate the **responsive customer support** from ConnectWise PSA, enhancing their experience with effective assistance.

##### Cons

- Users find the **learning curve steep** , making initial setup and adaptation to ConnectWise PSA quite challenging.
- Users report **poor customer support** with slow response times and inadequate follow-up on escalated issues.
- Users find **ConnectWise PSA's usability complex** , with a tedious configuration process that hampers effective management and forecasting.
- Users express frustration with **missing features** in ConnectWise PSA, highlighting the need for better sales and documentation tools.
- Users face significant **performance issues** with ConnectWise PSA, impacting workflow and overall satisfaction with the software.

#### What Are Recent G2 Reviews of ConnectWise PSA?

**["Great PSA system is you take the time to set it up according to your needs"](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12892759)

**["Efficient Tool That Simplifies Daily Tasks"](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)**

**Rating:** 5.0/5.0 stars

_— Imran I._

[Read full review](https://www.g2.com/survey_responses/connectwise-psa-review-12026815)

#### What Are G2 Users Discussing About ConnectWise PSA?

- [What is SmileBack used for?](https://www.g2.com/discussions/what-is-smileback-used-for)
- [What is BrightGauge used for?](https://www.g2.com/discussions/what-is-brightgauge-used-for)
- [What is BrightGuage used for?](https://www.g2.com/discussions/what-is-brightguage-used-for) - 1 comment
- [How do I disable ConnectWise control?](https://www.g2.com/discussions/connectwise-psa-how-do-i-disable-connectwise-control)
- [How do I download ConnectWise manage client?](https://www.g2.com/discussions/how-do-i-download-connectwise-manage-client)

### [SuiteProjects Pro](https://www.g2.com/products/suiteprojects-pro/reviews)

NetSuite SuiteProjects Pro (formerly known as NetSuite OpenAir) is a Professional Services Automation (PSA) solution that supports the full project delivery lifecycle including planning, resourcing, budgeting, activity tracking, and billing allowing you to gain data-driven, real-time visibility and anytime, anywhere access to project information and performance. With NetSuite SuiteProjects Pro, you can Automate Project billing and invoicing, improve decision-making, and achieve greater insights and monitoring of how projects are performing. OPTIMIZED RESOURCE MANAGEMENT Maintain tighter control of your operations with drag-and-drop resource management tools that allow managers to quickly deploy resources to projects according to job needs, employee skills, experience, and availability to increase resource utilization. IMPROVED PROJECT PROFITABILITY Make it easy to update and report on project status; giving visibility to project analytics such as performance metrics, and budget versus actuals in real-time, using easy-to-read graphs and reports to optimize price, billing rates, and staffing for overall project profitability. COMPLETE PROJECT FINANCIALS Connect project activities with company financials and improve cashflow management with Invoice creation that is streamlined and accurate to reduce Days Sales Outstanding (DSO) and ensure precise accounting and billing throughout the project lifecycle. INCREASED PRODUCTIVITY Automate the entire time and expense reimbursement cycle and boost efficiency by submitting time and expenses from anywhere that is automatically tied to project accounting. With mobile, access from anywhere to stay informed with project status and capture and approve detailed time and expense information. GREATER INSIGHTS AND MONITORING Keep all your data in one centralized location for better visibility and insight into how your projects and organization are performing with robust reporting and analytical tools that can integrate into company financials.

**Average Rating:** 3.7/5.0

**Total Reviews:** 225

#### How Do G2 Users Rate SuiteProjects Pro?

- **Has the product been a good partner in doing business?:** 7.4/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 8.5/10 (Category avg: 7.9/10)
- **Workflow:** 8.6/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind SuiteProjects Pro?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Company Website:** www.oracle.com
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 60% Medium, 29% Large

#### What Do G2 Reviewers Say About SuiteProjects Pro?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of SuiteProjects Pro, allowing efficient project management and task assignments.
- Users value the **intuitive nature** of SuiteProjects Pro, facilitating effective governance and resource management for project managers.
- Users appreciate the **invoicing capabilities** of SuiteProjects Pro, facilitating easy tracking of billable hours for clients.
- Users appreciate the **stable platform and robust project management features** of SuiteProjects Pro for efficient task handling.
- Users appreciate the **reporting efficiency** of SuiteProjects Pro, benefiting from enhanced insights without sacrificing usability.

##### Cons

- Users encounter **bug issues** with the UI, making it finicky and sometimes unresponsive, which detracts from the experience.
- Users find the **interface complex** , highlighting the need for a more flexible reporting feature and better integration.
- Users face a **difficult setup** initially, but the software proves effective for enterprise project management once configured.
- Users find the **initial learning curve and setup complexity** challenging, but the system performs well once established.
- Users note the **missing features** in SuiteProjects Pro, wishing for enhanced flexibility and AI integration options.

#### What Are Recent G2 Reviews of SuiteProjects Pro?

**["Intuitive Project Management with Powerful Enterprise Features"](https://www.g2.com/survey_responses/suiteprojects-pro-review-11734813)**

**Rating:** 4.5/5.0 stars

_— Verified User in Human Resources_

[Read full review](https://www.g2.com/survey_responses/suiteprojects-pro-review-11734813)

**["A useful app for resource planning. It should have AI features"](https://www.g2.com/survey_responses/suiteprojects-pro-review-9068743)**

**Rating:** 4.0/5.0 stars

_— Erick V._

[Read full review](https://www.g2.com/survey_responses/suiteprojects-pro-review-9068743)

#### What Are G2 Users Discussing About SuiteProjects Pro?

- [What is OpenAir PSA used for?](https://www.g2.com/discussions/what-is-openair-psa-used-for)
- [What does OpenAir PSA do?](https://www.g2.com/discussions/what-does-openair-psa-do)
- [What is NetSuite PSA?](https://www.g2.com/discussions/what-is-netsuite-psa)
- [What is NetSuite OpenAir?](https://www.g2.com/discussions/what-is-netsuite-openair)
- [What is OpenAir software?](https://www.g2.com/discussions/what-is-openair-software)

### [Deltek Replicon Time](https://www.g2.com/products/deltek-replicon-time/reviews)

Deltek Replicon Time is an AI-powered time intelligence software that helps project- based firms recover missed billable hours, reduce revenue leakage, and speed up billing cycles. It unifies project time capture, workforce management, time off, and labour compliance in one configurable, cloud-based application — part of the Deltek platform. ZeroTime™, powered by Dela, auto-captures time from 100+ work applications and translates activity into accurate, ready-to-submit timesheets. Best for: Project-based firms — from growing consultancies to global enterprises — managing distributed teams, complex billing models, and evolving labour regulations across multiple regions. Use cases:  Track project billable hours automatically to improve margins and accelerate invoicing  Manage workforce attendance, schedules, overtime, and gross pay calculations in one place  Navigate labour compliance across 145+ jurisdictions in 75+ countries using preconfigured rules  Consolidate disconnected time-tracking systems into a single, scalable application  Capture project expenses and map them to jobs for on-time billing and reimbursement Key Features:  ZeroTime™ intelligent timesheets — AI-powered time capture from 100+ work apps  Configurable project time tracking with flexible approval workflows  Global labour compliance with preconfigured rules for overtime, breaks, leave, and gross pay  CloudClock with facial recognition and voice commands for field and frontline teams  Workforce management — attendance, scheduling, and time-off administration  Seamless integration with ERP, CRM, HCM, payroll, and project management systems  Advanced analytics with custom dashboards, reports, and connections to Tableau and Power BI Why project-based firms choose Replicon Time:  AI captures every billable hour so revenue stops slipping through the cracks. ZeroTime™ auto-populates timesheets from 100+ work apps — eliminating the end-of-week scramble and recovering hours that manual entry misses.  One application replaces fragmented time-tracking systems across the business. Replicon Time brings project time, workforce management, leave, and compliance together — cutting silos and reducing manual errors at source.  Global teams stay compliant without adding operational overhead. Preconfigured rules cover labour laws in 145+ jurisdictions across 75+ countries, with intelligent validation and complete audit trails built in. Used by: Professional services, consulting, government contracting, and technology firms — from mid-market to Fortune 500 — managing complex projects and distributed workforces globally. Replicon Time is FedRAMP Moderate authorized and supports 30+ languages and multiple currencies. Backed by 25+ years of industry leadership in time tracking and workforce management.

**Average Rating:** 4.3/5.0

**Total Reviews:** 776

#### How Do G2 Users Rate Deltek Replicon Time?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 7.1/10 (Category avg: 7.9/10)
- **Workflow:** 7.9/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Deltek Replicon Time?

- **Seller:** [Deltek](https://www.g2.com/sellers/deltek)
- **Company Website:** www.deltek.com
- **Year Founded:** 1983
- **HQ Location:** Herndon, VA
- **Twitter:** @Deltek  
6,574 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=958c4daad13b3f388e84895516e4bbb91fcac55b1ad5c1e3a86b8af357adbfba&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F163414%2F&secure%5Burl_type%5D=linkedin_company_website)  
4,828 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, Office Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 43% Medium, 41% Small

#### What Do G2 Reviewers Say About Deltek Replicon Time?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Deltek Replicon Time, citing its straightforward interface and quick navigation.
- Users appreciate the **straightforward time tracking** of Deltek Replicon Time, simplifying project management and organization.
- Users appreciate the **user-friendly interface** of Deltek Replicon Time, enabling efficient tracking and management of projects and time.
- Users commend the **efficiency** of Deltek Replicon Time, streamlining project management and time tracking effortlessly.
- Users value the **excellent customer support** from Deltek Replicon Time, noting prompt resolutions and outstanding service.

##### Cons

- Users face **reporting issues** with Deltek Replicon Time, impacting accuracy and customization options in their experience.
- Users express frustration over **limited customization** options in Deltek Replicon, hindering their ability to tailor the system effectively.
- Users find the **data management** to be lacking, with issues like empty timesheets and unhelpful logs.
- Users find the **learning curve steep** , noting that initial setup and reporting features can be complex.
- Users find the **limited features** of Deltek Replicon Time hinder effective organization and accurate reporting.

#### What Are Recent G2 Reviews of Deltek Replicon Time?

**["Intuitive Time Management That Boosts Productivity and Cuts Billing Errors"](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319)**

**Rating:** 4.0/5.0 stars

_— Ryan K._

[Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-12832319)

**["Simple, Web-Based UI You Can Access Anywhere"](https://www.g2.com/survey_responses/deltek-replicon-time-review-13029867)**

**Rating:** 4.5/5.0 stars

_— Chris P._

[Read full review](https://www.g2.com/survey_responses/deltek-replicon-time-review-13029867)

#### What Are G2 Users Discussing About Deltek Replicon Time?

- [What is Replicon PSA used for?](https://www.g2.com/discussions/what-is-replicon-psa-used-for) - 1 comment
- [What does Replicon PSA do?](https://www.g2.com/discussions/what-does-replicon-psa-do)
- [What is a PSA tool?](https://www.g2.com/discussions/what-is-a-psa-tool) - 1 comment
- [What is a PSA in technology?](https://www.g2.com/discussions/what-is-a-psa-in-technology) - 2 comments
- [What is Replicon software?](https://www.g2.com/discussions/what-is-replicon-software) - 2 comments

### [Kytes](https://www.g2.com/products/kytes/reviews)

Kytes PSA is a type of Professional Services Automation (PSA) software solution designed to help organizations digitize and automate their end-to-end project operations. This innovative software is particularly tailored for industries such as IT/ITES, Pharmaceuticals/Lifesciences, GCC, Professional Services, and Consulting, making it an ideal choice for businesses looking to streamline their project deliveries and enhance their product development lifecycle. The target audience for Kytes PSA includes project managers, team leaders, and executives in sectors that require efficient project management and operational excellence. By providing a comprehensive platform that integrates various project management functionalities, Kytes PSA enables teams to work both independently and collaboratively. This flexibility is essential for organizations that need to adapt to changing project requirements and ensure that all team members are aligned with project goals. Key features of Kytes PSA include advanced automation capabilities, which significantly reduce the time spent on manual tasks, thereby allowing teams to focus on strategic initiatives. The software enhances operational excellence by providing real-time insights and analytics, helping organizations make informed decisions based on data-driven metrics. Additionally, the platform maintains the highest compliance and security standards, ensuring that sensitive project information is protected while adhering to industry regulations. One of the standout benefits of Kytes PSA is its ability to optimize resources effectively. By automating routine processes and providing tools for better resource allocation, organizations can reduce costs and improve overall efficiency. Furthermore, the software supports the development of a robust project management culture within organizations, fostering a collaborative environment that encourages innovation and continuous improvement. This not only boosts revenue and margins but also positions organizations for long-term success in a competitive landscape. In summary, Kytes PSA is a powerful tool that empowers organizations to enhance their project management capabilities. By focusing on a people-first approach and leveraging AI-enabled automation, Kytes PSA stands out as a comprehensive solution for businesses aiming to improve their project operations and achieve greater operational efficiency.

**Average Rating:** 4.4/5.0

**Total Reviews:** 71

#### How Do G2 Users Rate Kytes?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 8.7/10 (Category avg: 7.9/10)
- **Workflow:** 9.3/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 7.5/10 (Category avg: 10/10)

#### Who Is the Company Behind Kytes?

- **Seller:** [Kytes](https://www.g2.com/sellers/kytes)
- **Company Website:** www.kytes.com
- **Year Founded:** 2006
- **HQ Location:** Pune, Maharashtra
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79804668b80467f79f309f15d96adfa6e3c8021e21edfa9df200af351d24ac5c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproductdossier-solutions-india-pvt-ltd%2F&secure%5Burl_type%5D=linkedin_company_website)  
171 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 57% Medium, 27% Large

#### What Do G2 Reviewers Say About Kytes?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Kytes, highlighting its intuitive interface and smooth implementation process.
- Users value the **comprehensive project management** features of Kytes, appreciating its centralized resource and task management.
- Users value the **comprehensive project tracking** features of Kytes, enhancing project management and support experience.
- Users appreciate the **comprehensive resource management** capabilities of Kytes, enhancing project delivery and visibility across projects.
- Users value the **effective team collaboration** in Kytes, enhancing project management and support throughout the process.

##### Cons

- Users experience **slow loading times** for reports and file uploads, leading to frustration and occasional crashes.
- Users experience **slow performance** with report generation and file uploads, impacting overall efficiency and experience.
- Users experience a **challenging learning curve** with Kytes due to confusing layouts, though support is helpful.
- Users have noted **limited reporting** and integration options, suggesting the need for better analytics and data visualization.
- Users find the **missing features** such as limited reporting and AI/ML integration frustrating and limiting.

#### What Are Recent G2 Reviews of Kytes?

**["Essential for Resource-Heavy Project Management"](https://www.g2.com/survey_responses/kytes-review-12532967)**

**Rating:** 4.0/5.0 stars

_— Sourabh H._

[Read full review](https://www.g2.com/survey_responses/kytes-review-12532967)

**["User-Friendly, Seamless Integration, and Reliable Support"](https://www.g2.com/survey_responses/kytes-review-12532829)**

**Rating:** 4.5/5.0 stars

_— Aditi J._

[Read full review](https://www.g2.com/survey_responses/kytes-review-12532829)

#### What Are G2 Users Discussing About Kytes?

- [What is TouchBase used for?](https://www.g2.com/discussions/what-is-touchbase-used-for) - 1 comment, 1 upvote

### [Ruddr Professional Services Automation](https://www.g2.com/products/ruddr-professional-services-automation/reviews)

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 349

#### How Do G2 Users Rate Ruddr Professional Services Automation?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 8.9/10 (Category avg: 7.9/10)
- **Workflow:** 8.8/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 9.2/10 (Category avg: 10/10)

#### Who Is the Company Behind Ruddr Professional Services Automation?

- **Seller:** [Ruddr](https://www.g2.com/sellers/ruddr)
- **Company Website:** www.ruddr.com
- **Year Founded:** 2018
- **HQ Location:** Atlanta, Georgia, United States
- **Twitter:** @RuddrHQ  
52 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1295b76bf75bdaf880ab7388abaaf3de170d3eb1a9ca08e529134881839cd3be&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fruddr&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, Account Coordinator
- **Top Industries:** Information Technology and Services, Marketing and Advertising
- **Company Size:** 52% Small, 46% Medium

#### What Do G2 Reviewers Say About Ruddr Professional Services Automation?

_AI-generated summary from verified user reviews_

##### Pros

- Users emphasize the **ease of use** of Ruddr Professional Services Automation, appreciating its intuitive interface and quick deployment.
- Users commend the **efficiency of time tracking** in Ruddr, enjoying its intuitive interface and seamless integration.
- Users love the **intuitive interface** of Ruddr, enhancing project management and simplifying resource allocation effortlessly.
- Users praise the **clean and intuitive interface** of Ruddr, which enhances project management and time tracking efficiency.
- Users appreciate the **excellent customer support** from Ruddr, enhancing their overall experience and satisfaction.

##### Cons

- Users express a need for improved **report customization** options in Ruddr, highlighting limitations in filtering and exporting data.
- Users find **missing features** in Ruddr, such as limited PTO approval and inadequate project management tools, frustrating.
- Users note the **limited features** of Ruddr, which can hinder customization and functionality for certain tasks.
- Users find the **learning curve steep** for Ruddr Professional Services Automation, especially for first-time setup and advanced features.
- Users note the **limited customization** options for reports and dashboards, hindering efficient project management and invoicing.

#### What Are Recent G2 Reviews of Ruddr Professional Services Automation?

**["Affordable Ruddr with Excellent Support, Clear ROI, and Seamless QuickBooks Online Sync"](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-13093498)**

**Rating:** 5.0/5.0 stars

_— Denise L._

[Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-13093498)

**["Intuitive Time Logging and Clear Reporting for Better Team Transparency"](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12907642)**

**Rating:** 5.0/5.0 stars

_— Keila G._

[Read full review](https://www.g2.com/survey_responses/ruddr-professional-services-automation-review-12907642)

#### What Are G2 Users Discussing About Ruddr Professional Services Automation?

- [What is Ruddr used for?](https://www.g2.com/discussions/what-is-ruddr-used-for) - 1 comment

### [PSOHUB.](https://www.g2.com/products/psohub/reviews)

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

**Average Rating:** 4.1/5.0

**Total Reviews:** 223

#### How Do G2 Users Rate PSOHUB.?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 6.3/10 (Category avg: 7.9/10)
- **Workflow:** 7.3/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind PSOHUB.?

- **Seller:** [PSOHUB.](https://www.g2.com/sellers/psohub)
- **Company Website:** www.psohub.com
- **Year Founded:** 2020
- **HQ Location:** Bussum, North Holland, Netherlands
- **Twitter:** @PSOhub  
38 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13f7227629e1c422bd6cab61cd405ebde76102a60ebe9d34ce9b65de97b3cd79&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64996832%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Project Manager, Consultant
- **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 appreciate the **ease of use** of PSOhub, highlighting its smooth navigation and efficient project management capabilities.
- Users praise the **easy time tracking** and streamlined project management of PSOhub, enhancing efficiency and productivity.
- Users appreciate the **ease of use** of PSOHUB, benefiting from its intuitive interface and efficient project management.
- Users value the **ease of project tracking** with PSOHUB, appreciating its intuitive interface and time-saving capabilities.
- Users love the **intuitive interface** of PSOHUB, making task organization and time tracking straightforward and efficient.

##### Cons

- Users find PSOHUB **not intuitive** , struggling with navigation and feature understanding without proper guidance.
- Users find the **limited customization** options in PSOHUB restricting, affecting their ability to tailor the system effectively.
- Users experience **limited features** in PSOhub, especially in customization and connectivity, hindering overall usability and efficiency.
- Users face **time tracking issues** with PSOHUB that complicate task management and hinder progress visibility.
- Users find the **complex usability** of PSOHUB challenging initially, requiring time and support to navigate effectively.

#### What Are Recent G2 Reviews of PSOHUB.?

**["Excellent management tool, smooth QuickBooks integration, needs to improve in multi-assignee tasks"](https://www.g2.com/survey_responses/psohub-review-13192593)**

**Rating:** 4.0/5.0 stars

_— Alexandre F._

[Read full review](https://www.g2.com/survey_responses/psohub-review-13192593)

**["PSOHUB: Intuitive and Efficient Interface for Project Tracking"](https://www.g2.com/survey_responses/psohub-review-11856833)**

**Rating:** 5.0/5.0 stars

_— Carolina Z._

[Read full review](https://www.g2.com/survey_responses/psohub-review-11856833)

#### What Are G2 Users Discussing About PSOHUB.?

- [What is PSOHUB. used for?](https://www.g2.com/discussions/what-is-psohub-used-for)

### [Dynamics 365 Project Operations](https://www.g2.com/products/dynamics-365-project-operations/reviews)

Dynamics 365 for Project Service Automation helps teams work efficiently by giving them automation technology and a complete view into their client relationships.

**Average Rating:** 4.0/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Dynamics 365 Project Operations?

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 6.7/10 (Category avg: 7.9/10)
- **Workflow:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Dynamics 365 Project Operations?

- **Seller:** [Microsoft](https://www.g2.com/sellers/microsoft)
- **Year Founded:** 1975
- **HQ Location:** Redmond, Washington
- **Twitter:** @microsoft  
13,091,739 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9458f51bd6ded48ad432a804f19ad736469f007787569b63827154231c315630&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmicrosoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
231,632 employees on LinkedIn®
- **Ownership:** MSFT

#### Who Uses This Product?

- **Company Size:** 50% Medium, 33% Small

#### What Are Recent G2 Reviews of Dynamics 365 Project Operations?

**["Great tool for sales"](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-6575747)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-6575747)

**["I have been integrating my applications with D365 for past 6 years & realised key benefits for RMs."](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-5440279)**

**Rating:** 4.5/5.0 stars

_— Verified User in Banking_

[Read full review](https://www.g2.com/survey_responses/dynamics-365-project-operations-review-5440279)

#### What Are G2 Users Discussing About Dynamics 365 Project Operations?

- [What is dynamic PSA?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-dynamic-psa-626371e3-7f61-4821-9055-2d7455943340)
- [What is dynamic PSA?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-dynamic-psa-7606a096-8a64-4e3c-9703-a781b3a2b2fd)
- [What is dynamic PSA?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-dynamic-psa)
- [What is dynamic PSA?](https://www.g2.com/discussions/what-is-dynamic-psa)
- [What is PSA Microsoft?](https://www.g2.com/discussions/dynamics-365-project-service-automation-what-is-psa-microsoft)

### [Klient PSA](https://www.g2.com/products/klient-psa/reviews)

Klient is the AI-powered Professional Services Automation (PSA) platform built 100% natively on Salesforce. Designed for consulting firms, SaaS companies, and global services teams, Klient PSA structures your work, optimizes resource utilization, improves collaboration, and accelerates revenue — all from a single source of truth on the Salesforce platform. Unlike bolt-on tools, Klient runs entirely inside Salesforce, so your delivery, finance, and customer data live in one place — now with a catalog of built-in AI agents that automate the busywork across the project lifecycle. Key Capabilities: AI Agents: Klient's native AI agents work directly inside your PSA. Planny handles project and resource planning, Timey streamlines time capture and timesheet accuracy, and Touchy keeps customers engaged with proactive status updates. Klient also supports MCP (Model Context Protocol), so your AI assistants can securely work with live PSA data. Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. Resource Management: Allocate resources by skills, availability, and priority to maximize team productivity and billable utilization. Time & Expense Tracking: Let teams log time and expenses in seconds while ensuring accurate billing and forecasting. Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. Customer Collaboration: Keep clients aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA Single source of truth: Centralized data on Salesforce reduces manual work, miscommunication, and delays. AI-enabled delivery: Built-in AI agents automate repetitive tasks and free up billable hours across professional services teams. Aligned teams: Delivery, finance, and customer teams stay in sync from proposal to final invoice. Scalability: Whether you're onboarding 20 consultants or expanding to new markets, Klient PSA grows with you. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — and now layers AI agents on top to accelerate each one. Operations teams move from disconnected tools and manual processes to a single, cohesive, Salesforce-native platform. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department.

**Average Rating:** 4.5/5.0

**Total Reviews:** 80

#### How Do G2 Users Rate Klient PSA?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 8.0/10 (Category avg: 7.9/10)
- **Workflow:** 9.0/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Klient PSA?

- **Seller:** [Klient Software](https://www.g2.com/sellers/klient-software)
- **Year Founded:** 2014
- **HQ Location:** Laval, Québec, Canada
- **Twitter:** @klientapp  
205 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9482a22721b43865ab719f84770d30aea6d7c06c7e7526518290666d90617d5a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9256575%2F&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 55% Small, 42% Medium

#### What Do G2 Reviewers Say About Klient PSA?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Klient PSA exceptionally **easy to use** , appreciating its organization, intuitive interface, and regular improvements.
- Users value the **Reliable project management** of Klient PSA, enhancing accuracy and streamlining workflows within Salesforce.
- Users praise the **comprehensive features** of Klient PSA, enjoying its simplicity, flexibility, and regular meaningful updates.
- Users value the **flexibility** of Klient PSA, allowing customization to suit various consulting workflows effortlessly.
- Users value the **excellent resource management** of Klient PSA, enhancing visibility and efficiency in project workflows.

##### Cons

- Users experience a **learning curve** initially when configuring Klient PSA to fit their workflows, but it performs well afterward.
- Users find **missing features** in Klient PSA, particularly in revenue recognition and customizable PDF generation options.
- Users face a **steep learning curve** initially, but the system offers consistent value once configured correctly.
- Users find the **time consumed on learning advanced forecasting** can be significant, impacting efficiency in managing complexity.
- Users find **unnecessary customization** burdensome in Klient PSA, often needing tweaks to align with their processes.

#### What Are Recent G2 Reviews of Klient PSA?

**["A simple yet flexible PSA for consulting firms on Salesforce"](https://www.g2.com/survey_responses/klient-psa-review-12282067)**

**Rating:** 5.0/5.0 stars

_— Jeremy W._

[Read full review](https://www.g2.com/survey_responses/klient-psa-review-12282067)

**["Klient Keeps Projects and Billing in One Place—Clearer Backlog and Expectations"](https://www.g2.com/survey_responses/klient-psa-review-13087428)**

**Rating:** 5.0/5.0 stars

_— Gary P._

[Read full review](https://www.g2.com/survey_responses/klient-psa-review-13087428)

#### What Are G2 Users Discussing About Klient PSA?

- [What is Klient PSA used for?](https://www.g2.com/discussions/what-is-klient-psa-used-for)

### [Workday Professional Services Automation](https://www.g2.com/products/workday-professional-services-automation/reviews)

Workday Professional Services Automation (PSA) automates the entire Opportunity to Cash process in one intuitive tool, linked directly to HCM and financials data like skills, resource availability, project margins, billing and staff utilization, all designed to match the right talent to the right project at the right time. This eliminates siloed systems, reducing manual, error-prone work, and preventing revenue leakage. Workday Services CPQ (Configure, Price, Quote) integrates with your CRM system to track project opportunities as they progress and automatically creates customer facing quotes, contracts and project resourcing plans, reducing several manual steps in the Sales to Service handoff and jumpstarting projects as soon as they are sold. Built with an adaptable architecture, Workday PSA supports flexible and secure project management, finance, accounting, and HR processes all on one platform, allowing for quick adaptation to business changes with "on the fly" reporting.

**Average Rating:** 4.1/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate Workday Professional Services Automation?

- **Has the product been a good partner in doing business?:** 6.3/10 (Category avg: 8.8/10)
- **Portfolio Performance:** 6.7/10 (Category avg: 7.9/10)
- **Workflow:** 8.9/10 (Category avg: 8.4/10)
- **What is your organization's estimated ROI on the product (payback period in months)?:** 10/10 (Category avg: 10/10)

#### Who Is the Company Behind Workday Professional Services Automation?

- **Seller:** [Workday](https://www.g2.com/sellers/workday)
- **Year Founded:** 2005
- **HQ Location:** Pleasanton, CA
- **Twitter:** @Workday  
52,273 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website)  
24,145 employees on LinkedIn®
- **Ownership:** NYSE:WDAY

#### Who Uses This Product?

- **Company Size:** 68% Large, 27% Medium

#### What Are Recent G2 Reviews of Workday Professional Services Automation?

**["Glueing Salesforce CMS daily business with HR management"](https://www.g2.com/survey_responses/workday-professional-services-automation-review-9414399)**

**Rating:** 4.5/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/workday-professional-services-automation-review-9414399)

**["Workday"](https://www.g2.com/survey_responses/workday-professional-services-automation-review-4202669)**

**Rating:** 5.0/5.0 stars

_— Verified User in Insurance_

[Read full review](https://www.g2.com/survey_responses/workday-professional-services-automation-review-4202669)

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[Browse Professional Services Automation Themes](/categories/professional-services-automation/themes)

Below are the top-rated Professional Services Automation Software with Yes capabilities, as verified by G2’s Research team. Real users have identified Yes as an important function of Professional Services Automation Software. Compare different products that offer this feature so you can decide which is best for your business needs.

Top Tools at a Glance

| 

 | 

PSA for managed service providers

 | 

User Review

"Flexible Automation and Reporting That Streamlines Workflows"

 |
| 

 | 

Time tracking and billing for consulting firms

 | 

User Review

"Easy to learn with reports I actually use."

 |
| 

 | 

Unified IT and security operations for MSPs

 | 

User Review

"Seamless Tool Integration and Intuitive Setup"

 |
| 

 | 

PSA with deep Salesforce integration

 | 

User Review

"Customer Collaboration and Internal Visibility with Kantata - 2 years in"

 |
| 

 | 

PSA for architecture and engineering firms

 | 

User Review

"User-Friendly Interface, Enhances Project Management"

 |
| 

 | 

Cloud ERP with real-time financial visibility

 | 

User Review

"Unified Real-Time Insights That Make Operations More Efficient"

 |
| 

 | 

Customer onboarding with shared client portals

 | 

User Review

"The definitive "Nerve Center" for our project delivery and resource orchestration."

 |
| 

 | 

HR-led PSA for India-based services firms

 | 

User Review

"Streamlined HR Tasks with Some Room for Improvement"

 |

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Show More