Planroll Reviews & Product Details

With best-in-class client operations combined with easy-to-use project management, our software helps client service teams manage their projects from start to finish, from planning and resourcing their work to execution and reporting. Teamwork's core project management platform and a full suite of add-ons support customers' internal teams, their clients, and their projects.

Track time and expenses with ClickTime - a highly-customizable, easy-to-use cloud-based timesheet and expense system.

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. What makes Rocketlane truly different is its agentic architecture: 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. These agents don’t just make teams more efficient; they fundamentally reshape operations by moving organizations from manual coordination to autonomous delivery. 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.

Certinia Professional Services (PS) Cloud is the world’s only AI-first Services Engine native to Salesforce. By providing a single, high-fidelity system of record where sales, delivery, and finance share one context, Certinia provides the "Deterministic Scaffolding" for AI to act as an Autonomous Operator rather than just a scribe. Eliminate the "Context Gap": Unlike disconnected point solutions that create a "Franken-stack,"PS Cloud is native to Salesforce. This eliminates the Context Gap, giving our AI (Veda) full visibility into customer, project, and financial data to drive Hard-ROI without manual syncing. Shift from Scribe to Operator: Move beyond simple summarization to "Digital Worker Orchestration". Veda Specialist Agents handle the "administrative plumbing", extracting RAID items and reallocating resources, to move your team from "Data Janitors" to Outcome Orchestrators. • Optimize with Global Orchestration: Close utilization gaps and accelerate velocity by shrinking the "dead zone" between sales and delivery. Use intelligent resource matching to ensure the right talent is always on the right project, driving a 20% increase in global utilization. • Automate Auditable "Services Math": Replace probabilistic guessing with Deterministic Logic. Handle complex value- and outcome-based pricing with a hardened financial engine that ensures 100% auditable revenue recognition and minimizes forecast variance. • Escape the "Maintenance Spiral": Stop wasting 80% of your budget on brittle integrations. By unifying operations on one platform, you eliminate the " Manual Tax," allowing you to reallocate resources away from maintenance and toward AI-driven innovation. • Turn Intelligence into Action: Veda moves your organization from "AI curiosity" to strategic financial intelligence. Embedded analytics surface risks and predict performance with certainty, ensuring every project remains a profitable engine for the business.

Simple project management app that bundles task management, time tracking and invoicing