# Best Enterprise Professional Services Automation Software ## 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=19175&focus%5B%5D=1646&focus%5B%5D=104559&focus%5B%5D=152187&focus%5B%5D=1382&focus%5B%5D=347&focus%5B%5D=6055&focus%5B%5D=24829) Highlighted products: SAP Cloud ERP (SAP S/4HANA Cloud), Kantata Professional Services Automation (formerly Mavenlink+ Kimble), Deltek Vantagepoint, Rocketlane, Wrike, Certinia PS Cloud, Scoro, and Planhat. Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=rocketlane-corp&focus%5B%5D=wrike&focus%5B%5D=certinia-ps-cloud&focus%5B%5D=scoro&focus%5B%5D=planhat&segment=enterprise) **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=2026-08-03T11%3A35%3A12Z&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%2Fenterprise%3Fopen_modal_url%3D%252Fproducts%252Fcloud-coach%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fprofessional-services-automation%25252Fenterprise%2526source%253Dcategory&secure%5Btoken%5D=3a2822b4f789497d13f1623eeb6928ffe5eeb4fc8a7b0cf264cec3531fd14ed8&secure%5Burl%5D=https%3A%2F%2Fwww.wrike.com%2Ffeatures%2F&secure%5Burl_type%5D=paid_promos) ### [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) SAP Cloud ERP (S/4HANA Cloud) is a modular, cloud-based enterprise resource planning (ERP) solution that brings embedded AI into core business processes to help organizations improve productivity, efficiency, and scalability. It supports critical business functions including finance, supply chain, human resources, and sales, while providing industry best-practice processes, predictable subscription-based costs, and the flexibility to add capabilities, users, and functionality as business needs evolve. With proven implementation tools and preconfigured processes, SAP Cloud ERP enables organizations to go live quickly and confidently while supporting ongoing growth and innovation. For organizations who want to adopt SAP Cloud ERP, the primary offering is SAP GROW, which combines SAP Cloud ERP with preconfigured best practices, implementation services, and adoption resources to help businesses achieve rapid, scalable cloud ERP deployment. For even quicker deployment, there’s SAP GROW Fast, a prepackaged offering delivered by SAP partners. **Average Rating:** 4.4/5.0 **Total Reviews:** 945 #### How Do G2 Users Rate SAP Cloud ERP (SAP S/4HANA Cloud)? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.5/10 (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 SAP Cloud ERP (SAP S/4HANA Cloud)? - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** www.sap.com - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP 297,052 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website) 141,955 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Consultant, Senior Consultant - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 48% Large, 35% Medium #### What Do G2 Reviewers Say About SAP Cloud ERP (SAP S/4HANA Cloud)? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of SAP Cloud ERP, finding it straightforward and efficient for daily tasks. - Users value the **cloud-based architecture** of SAP S/4HANA Cloud, enhancing efficiency and reducing downtime significantly. - Users commend the **real-time processing and comprehensive functionalities** of SAP S/4HANA Cloud for efficiency in finance tasks. - Users appreciate the **efficiency** of SAP S/4HANA Cloud, benefiting from real-time data processing and streamlined financial management. - Users value the **real-time data capabilities** of SAP S/4HANA Cloud, enhancing decision-making and operational efficiency. ##### Cons - Users find SAP Cloud ERP **complex and restrictive** , especially regarding customization and the implementation process. - Users experience a **steep learning curve** with SAP Cloud ERP, making initial usage and adaptation quite challenging. - Users experience a **steep learning curve** with SAP Cloud ERP, often finding the interface overwhelming and complex for beginners. - Users note the **complex setup** of SAP Cloud ERP, often requiring extensive consulting support for initial implementation. - Users find the **limited customization options** in SAP S/4HANA Cloud restrictive, especially for industry-specific needs. #### What Are Recent G2 Reviews of SAP Cloud ERP (SAP S/4HANA Cloud)? **["Unified Real-Time Insights That Make Operations More Efficient"](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13104599)** **Rating:** 4.5/5.0 stars _— Mr. Prakash G._ [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13104599) **["SAP: A Complete Logistics Package with Powerful End-to-End Capabilities"](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13058736)** **Rating:** 5.0/5.0 stars _— Daniel G._ [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13058736) #### What Are G2 Users Discussing About SAP Cloud ERP (SAP S/4HANA Cloud)? - [What is SAP S/4HANA Cloud used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-cloud-used-for) - 2 comments, 3 upvotes - [What is SAP S/4HANA Asset Management for resource scheduling used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-asset-management-for-resource-scheduling-used-for) - 2 comments - [What is SAP S/4HANA for receivables management used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-for-receivables-management-used-for) - 1 comment - [What is SAP S/4HANA Manufacturing solutions used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-manufacturing-solutions-used-for) - 1 comment - [What are the benefits of SAP HANA?](https://www.g2.com/discussions/what-are-the-benefits-of-sap-hana) - 1 comment ### [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)? **["Amazing Service"](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-3930806)** **Rating:** 4.0/5.0 stars _— Stuart M._ [Read full review](https://www.g2.com/survey_responses/kantata-professional-services-automation-formerly-mavenlink-kimble-review-3930806) **["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) #### 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 ### [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews) Deltek Vantagepoint is an AI-powered, project-based ERP that helps architecture, engineering, and consulting firms manage projects and financials in one application — so teams gain clarity, speed, and profitability across the entire project lifecycle. It connects pipeline, people, projects, and financials from pursuit through to project closeout, eliminating handoffs and data silos. With embedded AI, predictive insights, and intuitive workflows, Vantagepoint enables firms to win the right work, plan smarter, deliver profitable projects, and close the month faster. Best for: Professional services firms in architecture, engineering, and consulting that need a single ERP built for the way project-based businesses actually work — not a generic system with project features bolted on. Use cases:  Build a healthier pipeline by connecting client, pursuit, and resource intelligence in one CRM  Assign the right people to the right projects by balancing workloads and forecasting demand  Keep projects on track with predictive metrics, project-specific KPIs, and automated notifications  Speed up billing cycles and improve cash flow with automated invoice approvals and interactive billing  Simplify time entry and expense capture using AI-powered Timesheet Assist and intelligent character recognition Key Features:  Ask Dela — the AI orchestrator that answers questions, surfaces insights, and completes tasks  Smart Summaries for firms and projects — concise, AI-generated executive briefings  Interactive dashboards and KPIs with Deltek Clarity A&E industry benchmarks  Resource management with skills-based search, capacity planning, and Gantt-based project scheduling  Automated AP invoice processing, draft invoice markups, and Vantagepoint Payments for AR and AP automation Why project-based firms choose Vantagepoint:  One application replaces disconnected systems across the full project lifecycle. Vantagepoint connects pipeline, resource planning, project delivery, and financials — eliminating the data gaps and duplicate work caused by stitching separate tools together.  AI is embedded where teams already work — not added as a separate tool. Ask Dela, Smart Summaries, Dela Insights, Timesheet Assist, and intelligent character recognition operate inside daily workflows to reduce manual effort and surface insights at the point of decision.  Purpose-built for architecture, engineering, and consulting firms. Workflows, financial structures, and reporting are designed around project- based operations — including multi-company, multi-currency project financials — so firms do not need to force-fit a generic ERP. Used by: Architecture, engineering, and consulting firms — from growing practices to large multi-office enterprises — rely on Vantagepoint to run their project-based operations. 98% of the Top 500 Architecture and Engineering firms rely on Deltek, and more than 2,000 companies run their business on Vantagepoint. **Average Rating:** 4.1/5.0 **Total Reviews:** 672 #### How Do G2 Users Rate Deltek Vantagepoint? - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 8.8/10) - **Portfolio Performance:** 7.1/10 (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 Deltek Vantagepoint? - **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, Accountant - **Top Industries:** Architecture & Planning, Civil Engineering - **Company Size:** 62% Medium, 16% Small #### What Do G2 Reviewers Say About Deltek Vantagepoint? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **exceptional ease of use** of Deltek Vantagepoint, enhancing operational efficiency and simplifying project management. - Users value the **exceptional ease of project tracking** in Deltek Vantagepoint, significantly boosting operational efficiency and planning. - Users appreciate the **ease of use and functionality** of Deltek Vantagepoint, enhancing productivity with efficient processes. - Users appreciate the **customizability** of Deltek Vantagepoint, enabling personalized financial and operational insights through custom fields and dashboards. - Users value the **reporting efficiency** of Deltek Vantagepoint, facilitating streamlined data management for various users. ##### Cons - Users find that Deltek Vantagepoint has **missing features** like backup documentation attachment and improved workflow setups, among other issues. - Users express frustration with the **poor reporting** capabilities of Deltek Vantagepoint, complicating data analysis and workflow efficiency. - Users find the **complex usability** of Deltek Vantagepoint frustrating, especially with mobile and reporting functionalities. - Users face **access limitations** that hinder functionality, including permission barriers and inflexible reporting options. - Users encounter a **steep learning curve** with Deltek Vantagepoint, requiring extensive time for setup and customization. #### What Are Recent G2 Reviews of Deltek Vantagepoint? **["User-Friendly Interface, Enhances Project Management"](https://www.g2.com/survey_responses/deltek-vantagepoint-review-13078141)** **Rating:** 5.0/5.0 stars _— Leah W._ [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-13078141) **["User Friendly Project Management"](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815)** **Rating:** 4.5/5.0 stars _— Jeanette N._ [Read full review](https://www.g2.com/survey_responses/deltek-vantagepoint-review-10627815) #### What Are G2 Users Discussing About Deltek Vantagepoint? - [What is Deltek Vantagepoint used for?](https://www.g2.com/discussions/what-is-deltek-vantagepoint-used-for) - [What is Deltek CRM?](https://www.g2.com/discussions/what-is-deltek-crm) - 1 comment - [What is Deltek Vision software?](https://www.g2.com/discussions/what-is-deltek-vision-software) - 1 upvote - [Is VantagePoint software any good?](https://www.g2.com/discussions/is-vantagepoint-software-any-good) - 1 comment - [What is Deltek VantagePoint?](https://www.g2.com/discussions/what-is-deltek-vantagepoint) - 1 comment ### [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. At the core of this is Nitro, Rocketlane's agentic execution layer: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA. **Average Rating:** 4.7/5.0 **Total Reviews:** 834 #### How Do G2 Users Rate Rocketlane? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 9.0/10 (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 Rocketlane? - **Seller:** [Rocketlane Corp](https://www.g2.com/sellers/rocketlane-corp-a131cbb6-f2af-4f5b-a775-6d3bc6cda8e6) - **Company Website:** www.rocketlane.com - **Year Founded:** 2020 - **HQ Location:** Walnut, US - **Twitter:** @RocketlaneHQ 1,470 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bc5f22f7615f879dcd6354b176bca79efa4c25c7a9ce1d556a91855e47716a3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frocketlane%2F&secure%5Burl_type%5D=linkedin_company_website) 290 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Customer Success Manager, Software Engineer - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Medium, 28% Small #### What Do G2 Reviewers Say About Rocketlane? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **scope of features** in Rocketlane, streamlining onboarding and project management in one tool. - Users find Rocketlane incredibly easy to use, with **simple report generation** and flexible, customizable features. - Users value the **streamlined team collaboration** in Rocketlane, enhancing organization and communication across projects and stakeholders. - Users find **project tracking easy and efficient** with Rocketlane, enhancing organization and collaboration for better outcomes. - Users appreciate the **task management capabilities** of Rocketlane, enabling streamlined project setup and efficient team collaboration. ##### Cons - Users frequently note the **missing features** in Rocketlane, particularly the lack of customer health scoring and effective resourcing tools. - Users report **slow performance** during high workloads, complicating project understanding and overall implementation processes. - Users report **filtering issues** that complicate navigation and experience, along with significant bugs and poor search capabilities. - Users find the **learning curve challenging** , especially when navigating initial setup and implementation complexities without sufficient resources. - Users find **limited customization** options in Rocketlane, especially in reporting capabilities and customer portal metrics. #### What Are Recent G2 Reviews of Rocketlane? **["The definitive "Nerve Center" for our project delivery and resource orchestration."](https://www.g2.com/survey_responses/rocketlane-review-12802223)** **Rating:** 5.0/5.0 stars _— Pablo C._ [Read full review](https://www.g2.com/survey_responses/rocketlane-review-12802223) **["End-to-End PSA with Real-Time Reporting, Customization, and Leading AI Automation"](https://www.g2.com/survey_responses/rocketlane-review-12717042)** **Rating:** 4.5/5.0 stars _— Kristen R._ [Read full review](https://www.g2.com/survey_responses/rocketlane-review-12717042) #### What Are G2 Users Discussing About Rocketlane? - [What is Rocketlane used for?](https://www.g2.com/discussions/what-is-rocketlane-used-for) ### [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? **["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) **["Clear Project Visibility with Powerful Dashboards and Reporting"](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12668301)** **Rating:** 5.0/5.0 stars _— Thomas B._ [Read full review](https://www.g2.com/survey_responses/certinia-ps-cloud-review-12668301) #### 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 ### [Wrike](https://www.g2.com/products/wrike/reviews) 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 **Average Rating:** 4.2/5.0 **Total Reviews:** 4,458 #### How Do G2 Users Rate Wrike? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.0/10 (Category avg: 7.9/10) - **Workflow:** 8.7/10 (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 Wrike? - **Seller:** [Wrike, Inc.](https://www.g2.com/sellers/wrike-inc) - **Company Website:** www.wrike.com - **Year Founded:** 2006 - **HQ Location:** San Diego, CA - **Twitter:** @wrike 13,574 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc0a9fedd9200dccf5fdb00e343328921320ac02d66dfcc2cca7d10fd882fdce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F612239%2F&secure%5Burl_type%5D=linkedin_company_website) 1,254 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Marketing Manager - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 43% Medium, 35% Small #### What Do G2 Reviewers Say About Wrike? _AI-generated summary from verified user reviews_ ##### Pros - Users find Wrike to greatly enhance **project tracking and team collaboration** , boosting productivity and organization. - Users appreciate the **seamless team collaboration** in Wrike, enhancing productivity and simplifying project management processes. - Users appreciate the **effective task management** in Wrike, enhancing team collaboration and productivity through real-time updates. - Users value the **organization capabilities** of Wrike, enhancing task management and team collaboration effectively. - Users appreciate the **ease of use** of Wrike, streamlining task management and enhancing team collaboration effortlessly. ##### Cons - Users find Wrike has a steep **learning curve** , making initial navigation and usage quite challenging and overwhelming. - Users find Wrike's interface **not intuitive** , making it challenging to train others and leading to frequent user frustration. - Users find the **lack of built-in templates** and steep learning curve challenging, affecting workflow efficiency in Wrike. - Users find Wrike's **limited features** frustrating, desiring more templates and customizability for a smoother experience. - Users find Wrike's interface initially **overwhelming and complex** , making it challenging to navigate and utilize effectively. #### What Are Recent G2 Reviews of Wrike? **["Easy Onboarding, Powerful Dashboards, and Seamless Global Collaboration"](https://www.g2.com/survey_responses/wrike-review-13175609)** **Rating:** 5.0/5.0 stars _— Doris H._ [Read full review](https://www.g2.com/survey_responses/wrike-review-13175609) **["Makes Collaboration EASY"](https://www.g2.com/survey_responses/wrike-review-10927348)** **Rating:** 4.5/5.0 stars _— Kylee H._ [Read full review](https://www.g2.com/survey_responses/wrike-review-10927348) #### What Are G2 Users Discussing About Wrike? - [How is Wrike facilitating project management and team collaboration in fast-paced business environments?](https://www.g2.com/discussions/how-is-wrike-facilitating-project-management-and-team-collaboration-in-fast-paced-business-environments) - 1 comment - [How is Wrike being used to enhance operational efficiency and user experience in its specific field?](https://www.g2.com/discussions/how-is-wrike-being-used-to-enhance-operational-efficiency-and-user-experience-in-its-specific-field) - [What is Wrike used for?](https://www.g2.com/discussions/wrike-what-is-wrike-used-for) - 3 comments - [What should you check for when selecting your tool for a project?](https://www.g2.com/discussions/what-should-you-check-for-when-selecting-your-tool-for-a-project) - [What are the features of project management?](https://www.g2.com/discussions/wrike-what-are-the-features-of-project-management) - 2 comments ### [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) ### [Planhat](https://www.g2.com/products/planhat/reviews) Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security. **Average Rating:** 4.5/5.0 **Total Reviews:** 941 #### How Do G2 Users Rate Planhat? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.8/10) - **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 Planhat? - **Seller:** [Planhat](https://www.g2.com/sellers/planhat) - **Company Website:** www.planhat.com - **Year Founded:** 2015 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @planhat 1,045 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website) 232 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Customer Success Manager, Head of Customer Success - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Medium, 32% Small #### What Do G2 Reviewers Say About Planhat? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency. - Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success. - Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs. - Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity. - Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health. ##### Cons - Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation. - Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively. - Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts. - Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially. - Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation. #### What Are Recent G2 Reviews of Planhat? **["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)** **Rating:** 4.5/5.0 stars _— Carly P._ [Read full review](https://www.g2.com/survey_responses/planhat-review-13119419) **["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)** **Rating:** 5.0/5.0 stars _— Ty R._ [Read full review](https://www.g2.com/survey_responses/planhat-review-11771625) #### What Are G2 Users Discussing About Planhat? - [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for) ### [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? **["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) **["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) #### 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 ### [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 ### [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? **["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) **["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) ### [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? **["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) **["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) #### 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 ### [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 ### [Planview AdaptiveWork](https://www.g2.com/products/planview-adaptivework/reviews) Planview® AdaptiveWork: Adapt and Deliver with Confidence Any Portfolio, Any Project, Any Team. Planview AdaptiveWork (formerly Clarizen) is a versatile portfolio, project, and work management software embedded with practical AI capabilities that adapts to how you operate so you can proactively plan and deliver any type and size of portfolio, project, and work. Whether you manage IT initiatives, business projects, R&D programs, or professional services, AdaptiveWork provides ready-to-use capabilities whether you’re just starting, expanding and growing, or ready to scale into a full enterprise-wide strategy execution machine. Planview Anvi™, the AI for Connected Work, delivers expert-level guidance and intelligent actions powered by deep domain expertise and contextual data intelligence across your work ecosystem. This AI-driven capability enables strategic work execution by understanding your unique business context, helping organizations make more informed decisions and optimize their workflows. Built for (Nearly) Any Project Type Examples on projects include: - IT Portfolios - Business Projects - R&D Programs - Professional Services Key Capabilities Ready on Day One - Artificial Intelligence - Portfolio Management - Project Management - Resource Planning - Team Collaboration Quick to Start, Ready to Adapt Start with out-of-box templates and workflows, then adjust as needed. AdaptiveWork grows with your organization while maintaining consistency across all portfolios. **Average Rating:** 4.1/5.0 **Total Reviews:** 521 #### How Do G2 Users Rate Planview AdaptiveWork? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.8/10) - **Portfolio Performance:** 8.3/10 (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 Planview AdaptiveWork? - **Seller:** [Planview](https://www.g2.com/sellers/planview) - **Company Website:** www.planview.com - **Year Founded:** 1989 - **HQ Location:** Austin, TX - **Twitter:** @Planview 3,049 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b8fd8cac33f64094ff047d4423641f01ce19ae0ebbf6d31fa22aa5eea21617d4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7268%2F&secure%5Burl_type%5D=linkedin_company_website) 1,868 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Project Manager, Senior Project Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 49% Medium, 41% Large #### What Do G2 Reviewers Say About Planview AdaptiveWork? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **easy management** features of Planview AdaptiveWork, enabling seamless project tracking and customizable workflows. - Users value the **customizability** of Planview AdaptiveWork, enabling easy workflow creation and effective project tracking. - Users appreciate the **high customizability** of Planview AdaptiveWork, allowing easy creation of workflows and flexible views. - Users value the **customizability** of Planview AdaptiveWork, enabling easy setup of workflows without coding skills. - Users appreciate the **ease of use** with customizable workflows and intuitive views, enhancing their overall experience. ##### Cons - Users criticize the **access limitations** of Planview AdaptiveWork, finding many features ineffective and support insufficient. - Users find that **app functionality is lacking** , as many processes fail to work seamlessly within the tool. - Users report that **change adjustments** don’t work well initially, requiring external processes and facing inadequate support. - Users experience **inadequate tools** , as many processes need to be handled outside the system and manually entered later. - Users experience significant **manual data entry** challenges due to poor initial functionality and inadequate support. #### What Are Recent G2 Reviews of Planview AdaptiveWork? **["Centralized Project Visibility and Flexible Workflows in One Platform"](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258)** **Rating:** 4.0/5.0 stars _— Daniela T._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13132258) **["Centralized Project Visibility That Keeps Teams Aligned"](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288)** **Rating:** 5.0/5.0 stars _— Isis M._ [Read full review](https://www.g2.com/survey_responses/planview-adaptivework-review-13112288) #### What Are G2 Users Discussing About Planview AdaptiveWork? - [What are the features of project management?](https://www.g2.com/discussions/planview-adaptivework-what-are-the-features-of-project-management) - [What is clarizen used for?](https://www.g2.com/discussions/what-is-clarizen-used-for) - [What is clarizen one?](https://www.g2.com/discussions/what-is-clarizen-one) - [What is clarizen software?](https://www.g2.com/discussions/what-is-clarizen-software) - 1 comment - ‹ Prev‹ Prev - 1 - [2](/categories/professional-services-automation/enterprise?order=g2_score&page=2#product-list) - [Next ›Next ›](/categories/professional-services-automation/enterprise?order=g2_score&page=2#product-list) Spotlight Categories [Contact Center Software](https://www.g2.com/categories/contact-center) [Applicant Tracking Systems (ATS)](https://www.g2.com/categories/applicant-tracking-systems-ats) [Core HR Software](https://www.g2.com/categories/core-hr) [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) [Sales Compensation Software](https://www.g2.com/categories/sales-compensation) Similar Categories - [Procurement](/categories/procurement) - [Accounting & Finance](/categories/accounting-finance) - [Asset Management](/categories/asset-management) - [Business Activity Monitoring](/categories/business-activity-monitoring) - [Dealer Management Systems](/categories/dealer-management-systems) - [Discrete ERP](/categories/discrete-erp) - [Distribution ERP](/categories/distribution-erp) - [Environmental, Quality and Safety Management](/categories/environmental-quality-and-safety-management) - [ERP Systems](/categories/erp-systems) - [ETO ERP](/categories/eto-erp) - [Government ERP](/categories/government-erp) - [Manufacturing](/categories/manufacturing) - [Mixed Mode ERP](/categories/mixed-mode-erp) - [Other ERP](/categories/other-erp) - [Process ERP](/categories/process-erp) [Browse Professional Services Automation Themes](/categories/professional-services-automation/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated Products classified in the overall Professional Services Automation category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Professional Services Automation to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Professional Services Automation category. In addition to qualifying for inclusion in the Professional Services Automation Software category, to qualify for inclusion in the Enterprise Business Professional Services Automation Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. Top Tools at a Glance | | PSA for managed service providers | User Review "A reliable PSA platform with room for improvement" | | | 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 "Amazing Service" | | | 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" | * * * Show More * * * ## How Do You Choose the Right Professional Services Automation Software? ### What You Should Know About Professional Services Automation Software ### Professional Services Automation software buying insights at a glance [Professional Services Automation (PSA) software](https://www.g2.com/categories/professional-services-automation) helps services organizations manage how work is delivered, staffed, and billed across projects and clients. As service models grow more complex, spanning multi-project portfolios, mixed billing structures, and tighter margin pressure, manual coordination across disconnected tools often leads to inefficiency and revenue leakage. A dedicated PSA platform centralizes delivery workflows, enforces consistency, and enables service execution at scale. Based on G2 reviews, PSA tools are most commonly adopted to reduce operational fragmentation, improve utilization visibility, and strengthen the link between delivery execution and financial outcomes. The category averages a 4.51/5 rating, with 91% of reviewers giving 4+ stars, reflecting strong buyer confidence as teams move beyond spreadsheets and point solutions. Core use cases include project and portfolio management, time and expense tracking, resource capacity planning, billing, and margin reporting. Reviewers consistently emphasize the need to strike a balance between flexibility and governance. High-performing teams value configurable project and resourcing models, alongside guardrails for time entry, billing rules, and approvals to protect margins. As a result, professional services automation software is increasingly treated not as a back-office admin tool, but as a system of record for forecasting, utilization planning, and executive reporting. Companies evaluating the leading professional services automation solutions typically prioritize the balance between configurability and out-of-the-box workflows, especially for IT consulting firms managing client delivery across multiple engagements. Based on G2 reviews, services delivery leaders evaluate PSA tools by comparing resource utilization tracking, billing complexity coverage, and integrations with their existing ERP and CRM systems. ### Top 5 FAQs from software buyers: - What features should I look for in the best professional services automation software? - How does PSA software integrate with [ERP](https://www.g2.com/categories/erp-systems), [CRM](https://www.g2.com/categories/crm), and [accounting](https://www.g2.com/categories/accounting) systems? - What’s the typical ROI from implementing professional services automation tools? - What are the key differences between leading PSA platforms and ERP-based services modules? - How long does it typically take to implement a professional services automation system? G2’s top-rated Professional Services Automation software includes [Autotask](https://www.g2.com/products/autotask/reviews), [Syncro](https://www.g2.com/products/syncro/reviews), [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews), and [Deltek Vantagepoint](https://www.g2.com/products/deltek-vantagepoint/reviews). ([Source 2](https://www.g2.com/reports)) ### What are the top-reviewed Professional Services Automation on G2? [Autotask](https://www.g2.com/products/autotask/reviews) - Number of Reviews: 360 - Satisfaction: 97 - Market Score: 97 - G2 score: 97 [Syncro](https://www.g2.com/products/syncro/reviews) - Number of Reviews: 195 - Satisfaction: 98 - Market Score: 72 - G2 score: 85 [SAP S/4HANA Cloud](https://www.g2.com/products/sap-s-4hana-cloud/reviews) - Number of Reviews: 136 - Satisfaction: 67 - Market Score: 93 - G2 score: 80 [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - Number of Reviews: 199 - Satisfaction: 90 - Market Score: 66 - G2 score: 78 [Keka](https://www.g2.com/products/keka/reviews) - Number of Reviews: 194 - Satisfaction: 81 - Market Score: 72 - G2 score: 77 Satisfaction reflects user-reported ratings across various factors, including ease of use, feature fit, and quality of support. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in Professional Services Automation Based on G2 reviews, buyers evaluating the leading professional services automation solutions weigh configurability, implementation effort, and how cleanly the platform absorbs the time-tracking, billing, and reporting workflows their teams already run. For consultants and agencies, reviewers consistently call out clean timesheet UX and accurate client invoicing as the workflow features that drive daily adoption across project-based service work. IT consulting firms and MSPs gravitate toward PSA apps that unify ticketing, RMM integration, and contract billing in a single operational hub for managed services delivery. Small IT consulting teams specifically prioritize implementation speed, predictable pricing, and out-of-the-box configurations over deep customization, since most cannot dedicate a full admin to ongoing platform tuning. The reviewer feedback below captures both sides of this tradeoff: what users consistently appreciate, and where leading platforms still fall short. #### Feedback Pros: What Users Consistently Appreciate - **Flexible, flat-fee IT management with easy scripting and broad integrations** - _“Scripting things like new computer setups and installing third party software is very easy. As a one man shop with a break-fix/MSP hybrid model I also appreciate one flat fee, and not having to pay per seat. This makes it easy to throw a Syncro agent on all of my non-managed clients for basic monitoring and alerting, as well as ease of remote support in the future. The number of integrations with commonly used tech products is also helpful.”_ _-_ [_Thomas K._](https://www.g2.com/products/syncro/reviews/syncro-review-12114039)_, Syncro Review_ - **Transformative, AI-powered operations with exceptional support** - _“__Rocketlane has revolutionised out operations and reporting and we use it on a daily basis. It's user-friendly, it allows my Team to do things we've never been able to do before. The AI chat bot is one of the best I've seen and the Support Team who's ready to jump in if AI can't help is outstanding. They're very quick to respond. Our relationship with our CSM and TAM is great too - overall, it's a pleasure to work with Rocketlane!”_ _-_ [_Maja B._](https://www.g2.com/products/rocketlane-corp/reviews/rocketlane-review-11697451)_, Rocketlane Review_ - **Centralized ticketing, projects, and billing with strong RMM integration** - _“__Autotask has become an essential part of our daily operations. By keeping all our tickets, projects, and billing centralized, it makes it much easier for our team to stay organized. The integration with Datto RMM functions smoothly, allowing us to connect technical work directly to the service desk. Although it takes a little time to get familiar with the layout, once you do, it proves to be a powerful system that significantly reduces administrative workload.”_ _-_ [_Phillip P._](https://www.g2.com/products/autotask/reviews/autotask-review-11859915)_, Autotask Review_ #### Cons: Where Many Platforms Fall Short - **Project and opportunity workflows feel rigid and complex to configure** - “_I find the project workflow in Autotask could use some updating to better align with our specific needs. Despite discussing this with Kaseya, it remains an area of concern. Additionally, my sales department is dissatisfied with how the opportunities feature functions, as it doesn't fully meet their needs. We are hoping for better guidance on its usage and improvements in managing and viewing opportunities across multiple resources. Moreover, the initial setup of Autotask was challenging due to its size and complexity, requiring a significant investment of time to establish a base configuration.”_ - [David D.](https://www.g2.com/products/autotask/reviews/autotask-review-11658513), Autotask Review - **Confusing permission setup and unreliable tools impact daily workflow** - _“__I find it quite challenging to configure different user permissions effectively. My boss has been trying to figure out my user account permissions for a long time, and yet I still cannot access certain aspects of the platform properly. This makes it quite annoying since some essential features remain out of reach, affecting my workflow. Furthermore, the backgrounding tools that I initially found useful have become increasingly unreliable over time. They don't consistently work, which is frustrating. Although I reached out to customer support to resolve these reliability issues, I did not have much success, which adds to the frustration.”_ _-_ [_Mahmood I._](https://www.g2.com/products/syncro/reviews/syncro-review-11778419)_, Syncro Review_ - **Powerful platform with usability, customization, and support limitations** - _“__My main dislike about SAP S/4HANA Cloud is that even though the system is powerful, the ease of use could still be improved. Some Fiori apps feel unintuitive at first and require extra training. Implementation also takes longer than expected because many processes need to fit into the standard, so customization options are limited. Customer support is helpful but sometimes slow to respond for complex issues. I use the system frequently, and while it offers a wide range of features, a few important ones still feel incomplete or require additional add-ons. Integration with other systems works well overall, but it can become complicated when dealing with non-SAP tools. So the platform is strong, but these areas still have room for improvement.”_ _-_ [_Harsh J._](https://www.g2.com/products/sap-s-4hana-cloud/reviews/sap-s-4hana-cloud-review-12011707)_,_ _SAP S/4HANA Cloud Review_ ### My Expert Takeaway on Professional Services Automation Software Across G2 reviews, professional services automation (PSA) delivers the most value when organizations treat it as an operating discipline rather than a set of loosely connected modules. High-performing teams establish clear ownership over resource planning, time capture, and billing rules early in the rollout, which reduces downstream friction and improves adoption across delivery, finance, and leadership. This pattern is reflected in the dataset, where day-to-day usability and vendor experience score strongly, while setup and administration tend to lag slightly. Teams that achieve the best outcomes with PSA strike a balance between flexibility and governance. While advanced configuration and automation are powerful, ease of use remains a key differentiator for sustained adoption. In IT services and marketing agencies in particular, successful implementations standardize core templates, projects, roles, and rate cards before expanding into custom fields and advanced workflows. When PSA is tightly integrated across delivery, resourcing, and billing, it reduces handoffs and manual rework, becoming the system of record for utilization, margin, and forecasting. For buyers evaluating the best professional services automation software, the core challenge is scaling delivery complexity without slowing teams down. The most effective PSA platforms support disciplined configuration upfront, then enable controlled expansion into deeper analytics, reporting, and integrations as organizational maturity grows. This approach improves trust in the data, minimizes administrative bottlenecks, and drives long-term adoption across services, finance, and executive stakeholders. ### Professional Services Automation Software FAQs #### What is professional services automation software? Professional services automation (PSA) software helps service organizations run their delivery end-to-end, manage projects, schedule resources, capture time/expense, bill, and report on profitability. Instead of stitching spreadsheets and point tools together, PSA centralizes delivery data, allowing teams to forecast utilization, reduce revenue leakage, and standardize client reporting. It’s most common in consultancies, agencies, and IT services firms. #### What are examples of PSA tools? Examples of PSA tools include platforms built for project delivery operations: project + portfolio management, resource capacity planning, timesheets/expenses, invoicing, and margin reporting in one system. Some are services-first suites; others extend from ERP, CRM, or project management ecosystems. In practice, “best fit” depends on whether you need deep financials, lightweight delivery tracking, or strong integrations. #### What is the best PSA software? The best PSA software depends on how your services organization operates, staffing model, billing complexity, and margin tracking needs. On G2, tools like [Kantata (formerly Mavenlink)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews), [Certinia (FinancialForce PSA)](https://www.g2.com/products/certinia-financial-management-cloud/reviews), and [BigTime](https://www.g2.com/products/bigtime/reviews) are consistently rated highly for time tracking, resource forecasting, and billing accuracy. Buyers should compare satisfaction and Market Presence on G2, then validate fit through a real-world workflow pilot. #### What is the difference between ERP and PSA? ERP is primarily a finance-and-operations backbone (general ledger, procurement, inventory, company-wide financial controls). PSA is delivery-centric: planning and tracking services work (projects, staffing, timesheets, and client billing) often feeding clean operational data into the finance system. Some ERPs include PSA modules, but many teams adopt dedicated PSA when they need stronger utilization forecasting, delivery reporting, and services-specific workflows. #### What is a professional services automation system? A professional services automation system is the operational hub that standardizes how services are planned, delivered, and billed. It typically includes project templates, role-based staffing and utilization planning, timesheets/expenses, approvals, invoicing rules, and dashboards for revenue and margin. The goal is consistent delivery governance, allowing leadership to forecast capacity and profitability while teams spend less time on administration. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on: January 9, 2026**