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Professional Services Automation

G2 is a peer review website for software and services. Find the right software and services based on 3,276,200+ real reviews. Featured sponsored content does not receive preferential treatment in the Professional Services Automation category, or any of G2’s ratings. All review data is from real users.

Sponsored Professional Services Automation Software
Screendragon

Rating

4.7/5(105)

User Review

5.0/5

"Screendragon is a great resource & project mgmt tool with a strong team standing behind the product"

Sheung L.
SL

Sheung L.

Enterprise (> 1000 emp.)

5.0/5

"Screendragon is a great resource & project mgmt tool with a strong team standing behind the product"

Sheung L.
SL

Sheung L.

Enterprise (> 1000 emp.)


More Professional Services Automation Software

Product Description

Screendragon is a suite of products to help marketing, agency and professional services teams achieve more.

Pros

Product Description

Wrike is the most versatile and secure collaborative work management platform. It is easy to use yet powerful and flexible enough to meet the unique business needs companies of all sizes and industries. Create a smooth, user-friendly workflow that links strategy to execution daily in a down-to-earth and accessible way. Additionally, Wrike is a truly global solution with full best in class support in 15+ languages across 130+ countries.
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Product Description

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 management system.
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Pros

Cons

Product Description

Everything you ever wanted in a time management app. Industry-savvy time tracking. One-click invoicing. Customizable reports. Seamless QuickBooks integration.
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Cons

Kantata Professional Services Automation (formerly Mavenlink+ Kimble)

Kantata Professional Services Automation (formerly Mavenlink+ Kimble)

Product Description

Kantata makes people-powered businesses more successful and productive. Our purpose-built software is helping over ,500 professional services organizations in more than 100 countries focus and optimize their most important asset: their people. By leveraging Kantata's Professional Services Automation (PSA) soltuion, professionals gain access to the information and tools they need to win more business, ensure the right people are always available at the right time, and delight clients with exceptional project delivery and outcomes.
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Teamwork.com

Teamwork.com

Product Description

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.
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Pros

Cons

SAP S/4HANA Cloud

SAP S/4HANA Cloud

Product Description

SAP S/4HANA Cloud stands for SAP Suite 4 HANA. It is an integrated enterprise resource planning (ERP) software for businesses of all sizes, in all industries, that require deep and broad functionality combined with a high degree of flexibility.
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Cons

Deltek Replicon Time

Deltek Replicon Time

Product Description

Replicon is a cloud-based time tracking and expense system.
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Pros

Cons

Rocketlane

Rocketlane

Product Description

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.
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Certinia PS Cloud

Certinia PS Cloud

Product Description

Certinia PS Cloud leverages Salesforce,built on Force.com. Manage people, customers, projects and financials in one integrated app.
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Pros

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What is Professional Services Automation Software?

Professional services automation (PSA) software helps companies in professional services manage most or all back-office and front-office activities. PSA systems track operations, related costs, and the revenues they generate. These products are used by consultants, lawyers, marketing account managers, and other professional services industry roles that conduct business on a client-project level. PSA software delivers insight into the business processes of project and portfolio management to improve the efficiency, productivity, and profitability of the project operations in place. This type of software can be used by all departments of a professional services company, from sales and marketing to accounting, as well as by project managers.

There are two major types of PSA software—best of breed (which focuses exclusively on professional services) and ERP systems that provide features for PSA combined with functionality for manufacturing or distribution.

PSA systems can be integrated with accounting software, CRM software, and payroll software to make a more end-to-end solution.

To qualify for inclusion in the Professional Services Automation category, a product must:

  • Manage customer profiles, sales opportunities, and communications
  • Include features for contract management and service level agreements (SLA)
  • Provide project and portfolio management for professional services
  • Deliver accounting functionality or integrate with accounting software
  • Track project and portfolio costs such as time and expenses
  • Record and allocate resources based on necessity and availability
  • Recognize revenue by project, portfolio, or business unit
  • Monitor project and portfolio performance, risk, and profitability
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Compare all software products on G2's Professional Services Automation Category Page

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Screendragon
(105)4.7 out of 5