Best Enterprise Professional Services Automation Software - Page 2

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 332

Category Stats (Nov 2026)

  • Average Rating: 4.36/5 (↑0.04 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Whizible (+11.11%) - Among all products in this category, Whizible recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 49,200+ Authentic Reviews
  • 332+ 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

Highlighted products: Deltek Vantagepoint, SAP Cloud ERP (SAP S/4HANA Cloud), Rocketlane, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), Certinia PS Cloud, Wrike, Scoro, and BigTime.

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=deltek-vantagepoint&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=rocketlane-corp&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=certinia-ps-cloud&focus%5B%5D=wrike&focus%5B%5D=scoro&focus%5B%5D=bigtime&segment=enterprise)

Screendragon

Screendragon is an enterprise work management and orchestrated intelligence platform built for complex marketing, and agency operations.​ It combines structured work management with AI-powered workflow orchestration, giving organisations real-time operational intelligence across projects, people, budgets, approvals, and performance. By connecting planning, execution, governance, and reporting in one platform, Screendragon helps teams run work with confidence at scale.​ Designed for organisations managing high volumes of work, multiple stakeholders, and strict governance requirements, Screendragon is commonly used by enterprise content teams, in-house agencies, external agencies, and marketing project teams that need visibility, control, and automation beyond basic task management.​ Key capabilities include configurable workflows, automated and AI-assisted approvals, resource and capacity planning, financial forecasting, and advanced operational reporting. The platform adapts to existing processes rather than forcing rigid templates, making it well suited to complex or regulated environments.​ Screendragon is designed to work as part of a broader enterprise ecosystem. It integrates with existing tools and platforms and provides an open API, enabling organisations to extend workflows, automate data exchange, and connect Screendragon to their wider technology stack.​ Trusted by global organisations including Kellogg’s, BP, TBWA, and McCann Worldgroup.

Average Rating: 4.7/5.0

Total Reviews: 110

How Do G2 Users Rate Screendragon?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.6/10 (Category avg: 7.9/10)
  • Workflow: 9.6/10 (Category avg: 8.5/10)
  • 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 Screendragon?

  • Seller: Screendragon
  • Company Website:
  • Year Founded: 2001
  • HQ Location: London, England
  • LinkedIn® Page: www.linkedin.com
    85 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Marketing and Advertising, Consumer Goods
  • Company Size: 50% Medium, 45% Large

What Do G2 Reviewers Say About Screendragon?

AI-generated summary from verified user reviews

Pros
  • Users praise Screendragon's excellent customer support for quick responses and effective solutions to customization needs.
  • Users commend the efficient and responsive team collaboration that tailors support to meet unique project needs.
  • Users find Screendragon to be extremely easy to use, simplifying project management and collaboration with clients.
  • Users value the flexibility of Screendragon, appreciating its adaptability for diverse project scopes and workflows.
  • Users highly value the quick response of Screendragon's team, appreciating their efficiency and eagerness to assist.
Cons
  • Users face platform limitations that hinder flexibility and user-friendliness, complicating effective use in large organizations.
  • Users find the complexity of the admin console to be a barrier to a smoother user experience.
  • Users find the admin console complex, noting that it can lack user-friendly dynamics and ease of use.
  • Users find the confusing platform of Screendragon limits their ability to create reports independently and easily.
  • Users find reporting inadequate in Screendragon, facing challenges with manual builds and exporting data effectively.

What Are Recent G2 Reviews of Screendragon?

What Are G2 Users Discussing About Screendragon?

ConnectWise PSA

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

Average Rating: 3.9/5.0

Total Reviews: 559

How Do G2 Users Rate ConnectWise PSA?

  • Has the product been a good partner in doing business?: 7.6/10 (Category avg: 8.9/10)
  • Portfolio Performance: 6.0/10 (Category avg: 7.9/10)
  • Workflow: 7.5/10 (Category avg: 8.5/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 10/10 (Category avg: 10/10)

Who Is the Company Behind ConnectWise PSA?

  • Seller: ConnectWise
  • Company Website:
  • Year Founded: 1982
  • HQ Location: Tampa, FL
  • LinkedIn® Page: www.linkedin.com
    3,401 employees on LinkedIn®
  • Phone: 800-671-6898

Who Uses This Product?

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

What Do G2 Reviewers Say About ConnectWise PSA?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of ConnectWise PSA, appreciating its simple implementation and seamless integration features.
  • Users praise the seamless integration of ConnectWise PSA, enhancing their operational efficiency and management capabilities.
  • Users value the seamless integrations of ConnectWise PSA, enhancing efficiency and streamlining their operations.
  • Users value the feature richness of ConnectWise PSA, benefiting from its all-in-one functionality and strong automation.
  • Users value the excellent customer support from ConnectWise PSA, enhancing their overall experience and problem resolution.
Cons
  • Users find the steep learning curve of ConnectWise PSA challenging, noting complexity and slow interface performance.
  • Users express frustration with the poor customer support, citing slow response times and unhelpfulness in resolving issues.
  • Users find the complex usability of ConnectWise PSA challenging, citing a steep learning curve and cumbersome interface.
  • Users find the missing features, like a lite version and better mobile app, limit ConnectWise PSA's usability.
  • Users frequently experience performance issues with ConnectWise PSA, citing slow interface and complicated processes that hinder productivity.

What Are Recent G2 Reviews of ConnectWise PSA?

What Are G2 Users Discussing About ConnectWise PSA?

Cloud Coach

From Onboarding to Professional Services and Success, post-sales teams are in constant dialogue with your customers. Touchpoints are fragmented, with colleagues working in system silos, driven by separate KPIs and working to contrasting health scores. At Cloud Coach, we break down these barriers. Our one tool for key post-sales processes helps your teams run Customer Onboarding projects, PSA and Customer Success processes without ever leaving Salesforce. One team, working from one platform.

Average Rating: 4.5/5.0

Total Reviews: 172

How Do G2 Users Rate Cloud Coach?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Portfolio Performance: 6.8/10 (Category avg: 7.9/10)
  • Workflow: 8.2/10 (Category avg: 8.5/10)
  • 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 Cloud Coach?

  • Seller: Cloud Coach
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Fort Collins, Colorado
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®
  • Phone: +1 415 800 3712

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 54% Medium, 31% Small

What Do G2 Reviewers Say About Cloud Coach?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Cloud Coach, enjoying seamless integration and intuitive project management features.
  • Users appreciate the robust project management features of Cloud Coach, enhancing efficiency and collaboration across teams.
  • Users commend the powerful integrations of Cloud Coach with Salesforce, enhancing project management and resource efficiency.
  • Users value the easy integration of Cloud Coach with Salesforce, enhancing project management and resource efficiency seamlessly.
  • Users value the seamless integration with Salesforce which enhances project management and resource efficiency effectively.
Cons
  • Users find the learning curve steep with Cloud Coach, making navigation and implementation challenging, especially for newcomers.
  • Users find the complexity of Cloud Coach overwhelming, requiring time and effort to navigate its features and customization.
  • Users express frustration over missing features in Cloud Coach, highlighting the need for better project management functionality.
  • Users find the limited customization options of Cloud Coach to be demanding and frustrating for effective usage.
  • Users find the complex usability of Cloud Coach overwhelming, leading to challenges in navigation and implementation.

What Are Recent G2 Reviews of Cloud Coach?

What Are G2 Users Discussing About Cloud Coach?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works

Accelo

Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.

Average Rating: 4.3/5.0

Total Reviews: 661

How Do G2 Users Rate Accelo?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Portfolio Performance: 8.1/10 (Category avg: 7.9/10)
  • Workflow: 8.6/10 (Category avg: 8.5/10)
  • 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 Accelo?

  • Seller: Accelo
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 72% Small, 25% Medium

What Do G2 Reviewers Say About Accelo?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Accelo, facilitating seamless organization of tasks and client communication.
  • Users value the customizability and organization of Accelo, enhancing project management and team collaboration effectively.
  • Users value the efficiency of Accelo in organizing tasks, delegating responsibilities, and integrating financial management seamlessly.
  • Users value the versatile client management capabilities of Accelo, enhancing organization and collaboration within teams.
  • Users appreciate the comprehensive task management features of Accelo, enhancing organization and team collaboration effectively.
Cons
  • Users face missing features in Accelo, such as clunky reports and lack of crucial syncing options.
  • Users face a steep learning curve with Accelo, complicating navigation and integration into existing processes.
  • Users find limited features in Accelo, particularly with reports, syncing, and mobile app functionality.
  • Users find limited customization in Accelo, making it less appealing and complicating template and workflow management.
  • Users find Accelo's complexity overwhelming, struggling with navigation, setup, and an unclear learning curve.

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

BigTime Projector

Projector PSA, now powered by Big Time Software, is a cloud-based Professional Services Automation tool specifically designed for managing delivery organizations. Modules for Project Accounting, Project Delivery and Resource Management enable better profit margins, utilization rates and operational efficiency. Projector BI provides PSO specific analytics and intelligence to measure and manage at every level and model your future success. Integrate with your CRM for extended visibility into pipeline revenue and staffing. Projector’s out of the box functionality supports multi-currency, multi-company capabilities. Our tech-agnostic approach to integration means no compromising on tech today or in the future. Projector is the PSA built by services professionals to support the specific needs of PSOs and is consistently ranked #1 for customer satisfaction.

Average Rating: 4.5/5.0

Total Reviews: 131

How Do G2 Users Rate BigTime Projector?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Portfolio Performance: 9.3/10 (Category avg: 7.9/10)
  • Workflow: 9.1/10 (Category avg: 8.5/10)
  • 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 Projector?

  • Seller: BigTime
  • Year Founded: 2002
  • HQ Location: Chicago, IL
  • LinkedIn® Page: www.linkedin.com
    166 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Management Consulting
  • Company Size: 49% Medium, 40% Small

What Are Recent G2 Reviews of BigTime Projector?

What Are G2 Users Discussing About BigTime Projector?

Upland PSA

Upland PSA is an AI-powered professional services automation platform for global organizations that proactively surfaces insights across people, projects and financials, so they can consistently deliver profitable results. Upland PSA brings resource planning, project management, time and expense tracking, billing, and financial reporting together on one platform. Upland PSA delivers real-time visibility on resource capacity and demand, project progress and costs, and executive insights on financial performance and delivery processes. By leveraging Upland PSA, teams can match the right people to the right work, plan ahead, protect margins, and keep delivery on track. Built for complex global operations, Upland PSA offers flexible workflows, configurable time tracking, enterprise billing capabilities, and integrations with the business systems teams already use. Our AI Assistants raise the risk signal through the noise, allowing delivery teams to take on more with less manual effort, and then help to act on solutions faster. This reduces manual work, improves resource utilization, maintains financial control, and makes informed decisions using connected projects, people, and financial data. Backed by 30 years of enterprise expertise, Upland PSA gives global organizations the visibility, flexibility, and financial control needed to manage complex operations and deliver projects with confidence.

Average Rating: 4.0/5.0

Total Reviews: 109

How Do G2 Users Rate Upland PSA?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.9/10)
  • Portfolio Performance: 7.6/10 (Category avg: 7.9/10)
  • Workflow: 7.8/10 (Category avg: 8.5/10)
  • 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 Upland PSA?

  • Seller: Upland Software
  • Year Founded: 2010
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    802 employees on LinkedIn®
  • Ownership: NASDAQ:UPLD
  • Total Revenue (USD mm): $291

Who Uses This Product?

  • Who Uses This: Project Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 69% Medium, 16% Large

What Are Recent G2 Reviews of Upland PSA?

What Are G2 Users Discussing About Upland PSA?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 9, 2026