Zapier enables you to automate tasks between other online services (services like Salesforce, Basecamp, and Gmail). Connect hundreds of best-in-breed SaaS apps.
Also listed in AI Agents For Business Operations, AI Chatbots, AI Governance Tools, AI SDK, Business Process Management

I am still incredibly happy with Zapier, and they have certainly improved the integrations. Zapier Copilot is what we use most. No more sifting through emails manually and answering tedious quote requests; everything gets done for you. You just set the rules, the do's and don'ts. It connects seamlessly to all the apps our team uses: Gmail, Drive, Google Calendar, Sheets, Forms, Docs, and Stripe, and best of all, Zapier connects to ChatGPT and thousands of more apps. Review collected by and hosted on G2.com.
Everything you ever wanted in a time management app. Industry-savvy time tracking. One-click invoicing. Customizable reports. Seamless QuickBooks integration.
Also listed in Project Management, Billing, Expense Management, Time Tracking, Resource Management

I like that BigTime is accessible from anywhere, so I can record my time wherever I happen to be working. The reports are the part I rely on most. They let me reconcile the hours I've recorded, which means I'm not going back to make corrections at the end of the month. It's also a direct way to report my activities to management and accounting, so everyone is working from the same information. Review collected by and hosted on G2.com.
Combined PSA + RMM + Remote Access in one Intuitive* Dashboard
Also listed in Remote Support, Remote Desktop, Professional Services Automation, Endpoint Management

I really like that Syncro can be integrated into many tools that I already own as a business, like Domotz and Hudu. I appreciate how I can customize the worksheets to help employees follow a set of instructions, and I find the batch scripts helpful because they allow me to install the same program on many computers with just a click, which saves time. I also like that it's capable of working with AI tools like Claude, making documentation about reports or incidents consistent and helping employees apply it consistently. Additionally, the initial setup of Syncro was pretty easy, especially when adding new users, as it was intuitive for them to create their credentials. Granting access to the platform was very easy. Review collected by and hosted on G2.com.
Autotask Pro integrates all of the features and functionality you need - and the flexibility to adapt them to meet your specific business requirements
Also listed in IT Service Management (ITSM) Tools, Service Desk
Coming from ConnectWise Manage, Autotask has been a breath of fresh air for me. Performance has been excellent, and the overall user experience feels much more fluid—like it was designed by people who have actually worked in this industry. Review collected by and hosted on G2.com.
CMap is an integrated project planning and project accounting software designed to help professional services businesses focus on the efficiencies and overall profitability of
Also listed in Project-Based ERP, Resource Management, Time Tracking

Brings a lot of project information into one place. The timesheet features are just excellent.
Kyle Lawton's onboarding sessions were also excellent. He was knowledgeable, patient, and took the time to explain the platform practically, making it easy to understand the core functionality and how it could be applied within our business. Despite some adoption challenges, the onboarding experience itself was very positive and well delivered. Review collected by and hosted on G2.com.
Reach new heights of business productivity by automating repetitive, time-consuming tasks with Microsoft Power Automate.
Also listed in Process Mining, Robotic Process Automation (RPA), Business Automation Platforms (BAPs)

What I like most is that it lets me automate repetitive tasks without having to write much code. There are plenty of ready-made connectors, so it’s straightforward to build workflows between Microsoft applications and other services. Automations like sending notifications, updating files, moving data, or triggering actions automatically can save a lot of manual effort.
I also appreciate how well it fits into the Microsoft ecosystem. Since I already use tools like Outlook, Teams, SharePoint, Excel, and other Microsoft services, creating workflows between them feels natural. The interface is easy to follow, and once you’ve built a couple of flows, putting together new ones becomes much faster.
Copilot is another helpful addition. It can generate flows from simple descriptions and suggest improvements, which comes in handy when I’m trying to automate something quickly or when I’m learning a new workflow. I still review everything before using it, but it definitely helps speed things up.
Overall, it’s a solid tool for cutting down on repetitive work and improving productivity without needing deep development experience. Review collected by and hosted on G2.com.
Ruddr is the modern professional services platform built for companies with up to 5,000 billable personnel. Ruddr provides an unmatched user experience (UX) and price point in
Also listed in Resource Management, Project Cost Management, Time Tracking

The way I can automate tasks when entering work hours and projects is simple and intuitive. With this tool, I can always find a quick and efficient way to record my work. Even though I haven’t had much contact with AI tools for this yet, I believe they can become very useful in the near future. Review collected by and hosted on G2.com.
Jotform Workflows makes it easy to manage workflows and automate manual processes. Users can set up custom, multistep workflows, request payments, and track progress in real t
Also listed in Business Process Management

I use Jotform Workflows to manage and screen candidate applications for my partner company. The interface is incredibly simple and intuitive to learn. All the options and settings you need are always right in front of you without a steep learning curve.
When it comes to performance, the platform is highly reliable and handles heavy application volumes smoothly. Automated actions and conditional routing trigger instantly upon form submission without any lagging or processing delays.
The AI assistant feature is a massive help for making quick modifications or asking for information, keeping the experience consistent with other Jotform products. One specific feature I appreciate is the ability to fully customize outgoing emails using HTML. The AI assistant can even design the HTML email layout for me, which saves a lot of manual coding time.
The workflow flexibility is excellent, especially the conditional branches and the approval capabilities. It lets me review an application directly from an email on my phone. If a specific email needs to go out to an applicant, I can simply click "Approve" or "Deny" right from my mobile inbox. I do not have to open my laptop or log into a heavy platform because I can manage the queue seamlessly on the go. The vertical block layout also makes it easy to visualize exactly how the applicant travels from the submission starting point down to the final notification. Review collected by and hosted on G2.com.
AuraQuantic is a no-code digital platform designed for business users to easily and rapidly build unlimited processes and applications to automate end-to-end operations, reduc
Also listed in No-Code Development Platforms, Business Automation Platforms (BAPs), Business Process Management, Process Orchestration
AuraQuantic allows me to automate and optimize processes in an intuitive and efficient way. Review collected by and hosted on G2.com.
Connect customer data, get actionable insights and drive customer actions. Planhat is a beautiful and intuitive Customer Success Software for SaaS.
Also listed in Client Onboarding, AI Agents For Business Operations, Subscription Revenue Management, Customer Revenue Optimization, Product Analytics

Planhat strikes a great balance between power and usability. The UI is modern, intuitive, and easy for both new and experienced users to navigate, which helped drive adoption across our Customer Success organization. At the same time, the platform is flexible enough to support sophisticated health scoring, success planning, lifecycle management, and executive reporting.
The integrations are another major strength. We are able to bring together data from multiple systems to create a more complete picture of our customers, reducing the need to switch between tools throughout the day.
From a performance perspective, the platform is responsive and scales well across a large customer portfolio. Whether I'm preparing for an executive business review, reviewing account health, or identifying at-risk customers, the information I need is readily available.
Planhat also provides strong value for the investment. Compared to many enterprise Customer Success platforms, it delivers a robust feature set without the cost structure that can make larger platforms difficult to justify.
The onboarding experience and ongoing support have been excellent. The team is knowledgeable, responsive, and genuinely interested in customer feedback. We've seen multiple product improvements over time based on customer input.
Finally, the company's investment in AI is particularly exciting. AI-driven summaries, insights, and automation help reduce administrative work and allow Customer Success Managers to spend more time focused on customers. I'm especially excited about the continued evolution of AI capabilities and would love to see even deeper integrations with tools like Microsoft Copilot in the future. Review collected by and hosted on G2.com.
Laserfiche is the leading SaaS provider of AI-powered document management and process automation. Through powerful workflows, electronic forms, document management and analyti
Also listed in Document Management, Document Scanning, Digital Process Automation (DPA), AP Automation, OCR

The value of this tool is not as a file cabinet replacement; It is that the paper processes can be redesigned to add value in ways that weren't possible with paper. Review collected by and hosted on G2.com.
Emakin is a BPM platform for using and developing easy-to-use business applications. With these applications you can create a virtual dashboard for digitizing your business pr
Also listed in Low-Code Development Platforms

Emakin provides a highly flexible low-code platform that allows us to manage a wide range of business processes in a centralized structure.
We actively use it for multiple workflows such as request management, document approvals, expense processes, travel requests, and ticket operations.
The ability to design and manage processes like:
Request & approval workflows (leave, travel, expense)
Ticket and demand management
Document and contract approval flows
Training and HR-related processes
Integration-driven operations
makes it a powerful platform for cross-departmental usage.
Another key strength is its integration capability. We can easily connect different systems and ensure seamless data flow between departments. The support team is also responsive and helpful, especially in complex cases. Review collected by and hosted on G2.com.
Kantata makes people-powered businesses more successful and productive. Our purpose-built software is helping over ,500 professional services organizations in more than 100 co
Also listed in Resource Management, Project Management, Work Management

We are really starting to utilize the custom dashboard views through the Insights tool. The ability to create a custom view for a dashboard is valuable, increasing visiblity of performance for our team and also simplifying ongoing tasks like revenue recognition. We don't have a direct integration with our ERP to drive revenue recognition, so we used Insights to create a custom dashboard that pulls out all completed milestones that tie to revenue recognition and use that output to simplify our month end process. Review collected by and hosted on G2.com.
VOGSY is the single source of intelligence for your global project business Unify financials, operations, and delivery across teams, tools, and countries—without replacing you
Also listed in Project-Based ERP

I’ve personally used VOGSY for the initial setup, and now for the ongoing back office configuration and data analysis phases.
From the very beginning, onboarding was smooth and intuitive, we always received prompt support from the VOGSY team, and in a short time we were able to get fully operational and help roll it out internally.
In terms of ongoing back office configuration, I appreciate how flexible VOGSY is, it adapts well to our realities, the flexibility it offers allows us to refine configurations continuously as our needs evolve.
On the data analytics side, the integration with Google BigQuery has been a major advantage. The data stays automatically updated, and I can leverage Power BI to build dashboards easily, useful both for high-level reporting (e.g. management or board) and for operational teams on the ground. The combination gives me the confidence that we always have accurate, up-to-date insights tailored to different stakeholder needs.
Overall, from my personal viewpoint, VOGSY has delivered on flexibility, ease-of-use and data-driven insight. I recommend it to others looking for a tool that grows with their operations, from setup to configuration to analytics. Review collected by and hosted on G2.com.
keka is a Modern HR and Payroll software for small and medium sized businesses that manage employee engagement, it has time tracking, attendance management, and leave manageme
Also listed in Resource Management, Payroll, Time & Attendance, HCM Software, Workforce Management

I really like Keka's user-friendly interface, which makes managing employees and IT assets simple and efficient. The centralized dashboard provides quick access to employee information, asset allocation, and onboarding/offboarding details, which saves time and reduces manual entries. I appreciate how Keka keeps all employee and asset information in one place, making it easy to search, update, and manage records. The onboarding and offboarding workflows are well organized. As an end user from an IT administrative perspective, the platform is intuitive and easy to use, and the interface is well organized and straightforward to learn. Review collected by and hosted on G2.com.
A cloud based digital transformation platform that lets users with no coding skills create business applications without writing any code in a matter of minutes to hours inste
Also listed in Workflow Management, Digital Process Automation (DPA), Workplace Innovation Platforms, No-Code Development Platforms, Drag and Drop App Builder

Quixy has made workflow automation incredibly easy and fast with its no-code platform. We successfully automated our internal task workflows, which were previously managed through emails and Excel sheets—saving us significant time and effort in maintaining and tracking MIS. The platform is user-friendly and allowed us to build complex workflows effortlessly, reducing manual work and enhancing overall performance. Quixy's support team has been very cooperative throughout the process. Its powerful features enabled us to automate multiple departmental processes almost instantly, without relying on external developers or integrations. Review collected by and hosted on G2.com.
SaaS for the digital transformation of business processes and its revolution in cost-efficiency as the digital front of all operations. A suite of solutions to digitize, a
Also listed in Workflow Management

The platform's ability to adapt to the real needs, problems, challenges, and requirements of clients is far above what we have seen in the market, as it has an absolute capacity to translate the client's issues into flows, customized instances of automation resolution, visualization, and process adoption among others. The truth is that we have been pleasantly surprised by the tool, the team behind it, its robustness, and above all, how it is capable of centralizing multiple processes-problems-requirements into a single entity-platform, it is truly amazing, and for this reason, we have dedicated a special unit and vertical to sell and offer CoTalker, along with certifying people from our team to implement, provide support, and conduct pre and post-sales. Without a doubt, we are fans of CoTalker! Review collected by and hosted on G2.com.
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.
Also listed in Client Onboarding, Client Portal, Project Management, Resource Management, Project Collaboration

I use Rocketlane to log my weekly timesheets and track the hours I spend on different projects. The procedure is straightforward and helps me ensure I complete my required forty-hour work week while accurately allocating time across multiple tasks and projects. I like that I can clearly see where my time has been spent, which makes reporting more organized and reduces the chances of missing entries. The clean and easy-to-navigate interface makes entering daily or weekly hours quick, hardly taking five to ten minutes, which is very useful. Rocketlane performs well for routine time logging, and from my experience, the platform is reliable. Review collected by and hosted on G2.com.
Magnetic Software is a workflow management platform for agencies it has essential project management capabilities into a single easy-to-use system: account management, sales C
What I like most about Magnetic is that it brings everything into one place, making it easier to manage projects, briefs, deadlines, resources, budgets and timesheets. I particularly like the resource scheduling functionality because it gives me a clear view of who is busy, who has capacity and how workloads are distributed across the team.
I also find the visibility across projects very useful. I can quickly see what is happening on a job, who is responsible and where the project stands without having to constantly follow up with different people.
Another benefit for me is that it connects time and costs to projects, which helps me keep track of budgets and understand how efficiently we are using our resources.
Overall, I find Magnetic valuable because it gives me one central view of the work and makes it easier for me to stay organised, manage the team and keep projects moving. Review collected by and hosted on G2.com.
timextender, through its automated data management platform, empowers the world with data, mind, and heart. We do this for one simple reason: because time matters. A Microsoft
Also listed in Process Orchestration, Data Warehouse Automation, Data Governance, ETL Tools, Master Data Management (MDM)
Microsoft Fabric support has matured significantly: TimeXtender can now migrate existing solutions directly into Fabric Lakehouse without a rebuild, automatically generating the Spark notebooks from your existing visual, no-code data models (including things like Type 2 slowly changing dimensions). It also added Power BI Direct Lake Mode, so reports read straight from Delta tables for near real-time analytics without duplicating data or waiting on scheduled refreshes.
Big performance gains on file loading: the file-loading engine was rebuilt on streaming technology, so large CSV files that used to need ~20GB of RAM now process in about 25 minutes using roughly 100MB. Incremental loading was also extended to Parquet, XML, and JSON files, which cuts down repeated full loads.
New AI capabilities are rolling out: an MCP Server 2.0 lets tools like ChatGPT query your governed semantic models (with OAuth auth and support for Snowflake and Fabric alongside Azure SQL), and there's a newer "Xpilot Analytics" feature (currently in private preview) that lets users ask plain-language questions against governed semantic models rather than raw schemas, returning answers with visualizations and full SQL transparency.
The whole suite got consolidated into one modern, web-based platform: Data Integration, Data Quality, Data Enrichment, and Orchestration now live under a unified experience with dark mode, a redesigned navigation/portal, and Entra ID group support for access control — a real step up in day-to-day usability.
Data quality monitoring improved too: there are now dataset health scores that show quality trends across execution cycles, plus webhook notifications (including a Zapier integration) so quality exceptions can flow straight into tools like Jira instead of requiring someone to check a dashboard. Review collected by and hosted on G2.com.