Professional Services Automation Software - Reviews

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Reviews (1-25 of 541)

Jeremiah Graham, MBA profile photo
December 21, 2018

User Review: "Mavenlink"

Score 8 out of 10
Vetted Review
Verified User
Review Source

Managing our projects and employees' work is handled through Mavenlink. The resource planner is great for giving the company an "at-a-glance" view of who is working on what, who has bandwidth, and who is slammed. Being able to create projects, assign tasks, and collaborate across the organization...

    Sarah Meerschaert profile photo
    November 16, 2018

    User Review: "Clarizen - Great for Teams"

    Score 9 out of 10
    Vetted Review
    Verified User
    Review Source

    Clarizen is easy to use, web based, and collaborative. It also does a great job organizing tasks across projects which is great for helping contributors get their work done on time. Management loves the reports they can create on overall status, costs, and when projects are forecasted to go live.

      Alissa Levanway profile photo
      October 16, 2018

      User Review: "ConnectWise Manage - IT Company"

      Score 9 out of 10
      Vetted Review
      Verified User
      Review Source

      We utilize for tickets, project management, procurement, and finance. It is used by the entire company and integrates with several of our softwares. It's got great audit trails and the option to email out of the program. Wonderful for keeping track of vendors, customers, prospects, etc. I mainly ...

        Ryan Freeman profile photo
        January 16, 2019

        Accelo: "A good tool if you want a lot of integrated features, and are OK with not used best-of-breed"

        Score 6 out of 10
        Vetted Review
        Verified User
        Review Source

        After attempting broader use of Accelo, we have settled into using it as our main CRM and support tool. Client data and interactions are recorded here, along with support tickets. Through integration with Xero we have most client billing data available as well. We don't deploy Accelo for the whol...

          Jon Brantner profile photo
          January 14, 2019

          "ConnectWise Manage review."

          Score 8 out of 10
          Vetted Review
          Verified User
          Review Source

          ConnectWise Manage is used by our internal IT department in support of our users and retail operation centers. It is used to track and monitor open service requests for telecom, computer and other misc.

            Chris Osterhout profile photo
            December 04, 2018

            User Review: "Accelo - A great solution for SMB"

            Score 7 out of 10
            Vetted Review
            Verified User
            Review Source

            We use Accelo to run our client portal, ticket system, project management system, retainer system and our billing system. It works well in many areas to give us organizational insights that we did not have historically.

              Chandler Elmore profile photo
              November 23, 2018

              Mavenlink Review: "An Expensive but Robust Platform"

              Score 7 out of 10
              Vetted Review
              Verified User
              Review Source

              Mavelink, like many other platforms out there, is a robust project management system. It is used across the organization in my case and every team member interfaces with it daily throughout the week. It is the primary tool that we use to keep track of timecards as well as project collateral and s...

                Alex Farling profile photo
                November 20, 2018

                ConnectWise Manage Review: "ConnectWise may require a significant investment... but you can't run your MSP without it..."

                Score 6 out of 10
                Vetted Review
                Verified User
                Review Source

                You have to have it (or something like it)... it keeps us from a significant amount of duplicated effort converting technician work time into billable time, and probably catches a lot of time that was lost before we had it... but you find yourself fighting with the product to make it perform a fu...

                  Sebastian Abbinanti profile photo
                  July 27, 2018

                  ConnectWise Manage Review: "Why ConnectWise helps our team and our clients Connect!"

                  Score 10 out of 10
                  Vetted Review
                  Verified User
                  Review Source

                  Every person within our organization uses ConnectWise Manage. We use it to manage our service boards, and for contract administration, CRM, billing and inventory and procurement. As an organization, we are fully committed to using ConnectWise Manage. The Service Boards, SLAs, and configurations h...

                    Daryn O'Shea profile photo
                    July 27, 2018

                    Review: "ConnectWise Manage manages the unmanageable"

                    Score 10 out of 10
                    Vetted Review
                    Verified User
                    Review Source

                    We are currently using ConnectWise Manage as the primary product for managing the workflow and invoicing of all service that we provide to our managed services customers. The entire organization is utilizing this product. At a cost per licensed user that is roughly equivalent to our charge for an...

                      No photo available
                      December 14, 2018

                      Review: "Clarizen, time tracking, but on a smaller scale"

                      Score 6 out of 10
                      Vetted Review
                      Verified User
                      Review Source

                      Clarizen got the job done with time tracking and expense reports, but it didn't do enough to make our organization continue using it. We ended up switching because the key stakeholders (resource management) were unhappy with its offerings. This might be a good fit for smaller organizations that r...

                        No photo available
                        December 14, 2018

                        Review: "The Single Most Important Thing You Need To Know About CLARIZEN"

                        Score 6 out of 10
                        Vetted Review
                        Verified User
                        Review Source

                        Clarizen is great as a supplement to solid project planning, and can be utilized to foster collaboration between remote resources or teams. However, its project financial tracking functions aren't fully fleshed out, and its 'all-in-one' modules for things like time and expense reporting are lacki...

                          No photo available
                          September 17, 2018

                          Workday Professional Services Automation Review: "Workday is great for managing "human resources"!"

                          Score 10 out of 10
                          Vetted Review
                          Verified User
                          Review Source

                          Workday is used company wide at our organization. Every employee is managed in the Workday system. It is a fantastic platform for managing employee pay, benefits, and professional relationships. Workday makes it easy for employees to access their "human resources" in a self-serve manner. This is ...

                            No photo available
                            December 17, 2018

                            User Review: "Changepoint needs a facelift"

                            Score 1 out of 10
                            Vetted Review
                            Verified User
                            Review Source

                            We use Changepoint for project financials, time and expense reporting. We have 6000 employees and have Changepoint integrated to Salesforce for deal tracking and opportunity closure to project initiation.

                              No photo available
                              July 27, 2018

                              Review: "The All in One product that is ConnectWise Manage and all of its glory!"

                              Score 9 out of 10
                              Vetted Review
                              Verified User
                              Review Source

                              Our company uses the entire ConnectWise business suite. With ConnectWise Manage we run operations with our service and sales tickets and opportunities. We also set up and run our projects from within Manage. Overall, this product is great to use and allows us to be effective in supporting our cli...

                                No photo available
                                September 24, 2018

                                Review: "Better manage your Clients and Time with ConnectWise Manage!"

                                Score 8 out of 10
                                Vetted Review
                                Verified User
                                Review Source

                                We use the helpdesk ticketing system for all our MSP customers and it helps us track the time spent on each client for efficiently. It allows us create automatic replies to clients and creates an easy portal to use for back and forth discussions with the clients on specific tickets and problems.

                                  No photo available
                                  November 14, 2018

                                  Review: "ConnectWise Manage was the right choice for us"

                                  Score 9 out of 10
                                  Vetted Review
                                  Verified User
                                  Review Source

                                  We are using it to manage our contacts, companies, support tickets, RMM tickets, as well as sales and opportunities. We also use it to create timelines for projects. It allows us to have all our information in one place for tickets. We can search for configurations and contacts while inside of Ma...

                                    Timothy King profile photo
                                    May 28, 2018

                                    Forecast Review: "Very powerful when used with Harvest"

                                    Score 7 out of 10
                                    Vetted Review
                                    Verified User
                                    Review Source

                                    Forecast is used company wide and is primarily driven by the project managers. This is used to manage agency projects and individual schedule to ensure that individuals are not severely under or overbooked. Forecast is used in combination with Harvest and Asana as a portion of our overall agency ...

                                      Brian Knox profile photo
                                      March 29, 2018

                                      Workfront Review: "Excellent Team Collaboration Platform"

                                      Score 10 out of 10
                                      Vetted Review
                                      Verified User
                                      Review Source

                                      Workfront allows our IT teams in a corporate environment to collaborate and work on individual team goals. Our IT teams are spread across not only the United States but global locations. Workfront enables us to work collaboratively toward common tasks and goals/resolutions.

                                        Tanner Campbell profile photo
                                        June 29, 2018

                                        Review: "ConnectWise Manage - Big or Small, it's the Right Fit"

                                        Score 10 out of 10
                                        Vetted Review
                                        Verified User
                                        Review Source

                                        We use ConnectWise Manage to manage all client support requests as well as to track resources across our network of clients. The software enables us to easily track issues as well as document troubleshooting which, in turn, creates the opportunity to identify issue patterns so that we can make ch...

                                          Dan Lobring profile photo
                                          June 22, 2018

                                          OpenAir PSA Review: "Scalable project, time and expense resource"

                                          Score 7 out of 10
                                          Vetted Review
                                          Verified User
                                          Review Source

                                          Netsuite is used across the agency for tracking expenses, managing purchase orders and invoices, as well timesheets (including managing vacation requests). Certain teams, i.e., those that manage client budgets, are more broadly using Netsuite, but organizationally,

                                            Brian Mauger profile photo
                                            May 02, 2018

                                            User Review: "Bloomberg Loves Workfront"

                                            Score 10 out of 10
                                            Vetted Review
                                            Verified User
                                            Review Source

                                            I think there is a stigma that you cannot force a process on creativity. But the reality is it can enable it. I'd like to know we have a partner in Workfront that is not purely tool based, but help us prove the value proposed to users and stakeholders... help us convince them that following basic...