Best Professional Services Automation Software - Page 10

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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: 8.8/10)
  • Portfolio Performance: 8.6/10 (Category avg: 7.9/10)
  • Workflow: 9.6/10 (Category avg: 8.4/10)
  • 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
  • Twitter: @screendragon
    4,101 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    86 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 value the flexibility of Screendragon, appreciating its adaptability for diverse project scopes and workflows.
  • Users love the automation capabilities of Screendragon, making project tracking and management seamless and efficient.
  • Users value the effective communication from the Screendragon team, appreciating their responsiveness and adaptability to needs.
  • Users find Screendragon to be easy to learn and implement, with helpful resources enhancing their understanding and experience.
  • Users highlight the team's efficient response time, appreciating their flexibility and eagerness to assist with urgent needs.
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?

Updated August 2026.

How Many Professional Services Automation Software Products Does G2 Track?

Total Products under this Category: 210

Category Stats (Sep 2026)

  • Average Rating: 4.3/5 (↓0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Operating (+1.19%) - Among all products in this category, Operating recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Professional Services Automation Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 26,300+ Authentic Reviews
  • 210+ 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: Autotask, BigTime, Syncro, CMap, Deltek Vantagepoint, Kantata Professional Services Automation (formerly Mavenlink+ Kimble), SAP Cloud ERP (SAP S/4HANA Cloud), and Planhat.

Underlying data: [Grid® JSON](https://www.g2.com/categories/professional-services-automation/grids.json?focus%5B%5D=autotask&focus%5B%5D=bigtime&focus%5B%5D=syncro&focus%5B%5D=cmap&focus%5B%5D=deltek-vantagepoint&focus%5B%5D=kantata-professional-services-automation-formerly-mavenlink-kimble&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=planhat)

Effytool

Effytool is Dutch business software for service companies with multiple employees or locations. Instead of separate tools for CRM, sales, project management, invoicing, HR and marketing automation, you work from one system. The key difference from standard software: with Effytool, you don't adapt to the software, the software is built around your business. Every process, every action and every document is set up on a custom basis, from automatic document generation to notifying colleagues at the right moment. Effytool mainly serves real estate agencies (housing, mortgages, insurance), media companies, franchise and chain organizations, automotive businesses and professional services. The software integrates with widely used systems such as Exact, AFAS, Visma, Zapier, Eyemove, Realworks and Kolibri. With Effytool, businesses invoice up to 85% faster and get access to more than 300 reports for real-time insight into their operations. Implementation typically takes 3 to 4 weeks, guided by a dedicated team. Well-known customers include Lamberink Makelaars, Brantjes, Thoma Post, Hoekstra & Van Eck and VB&T Groep. Effytool is a small, close-knit Dutch team that thinks further than the software alone: not just a subscription, but a team that helps build the system around your business.

Who Is the Company Behind Effytool?

  • Seller: Effytool
  • Year Founded: 2017
  • HQ Location: Amsterdam, NL
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Exact for Project Management

Who Is the Company Behind Exact for Project Management?

  • Seller: Exact
  • Year Founded: 1984
  • HQ Location: Delft, ZH
  • Twitter: @Exact_NL
    13,163 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,735 employees on LinkedIn®

EzPSA

EzPSA offers smart software to manage your IT business through a hosted cloud based solution that works in any browser.This Professional Services Automation (PSA) software streamlines business processes, with tools for customer relationship management (CRM), work orders and dispatch, asset management and workflow reporting. EzPSA IT service management (ITSM) is designed for the New Zealand, Australian and international markets.

Who Is the Company Behind EzPSA?

  • Seller: EzPSA
  • Year Founded: 2009
  • HQ Location: Wanganui, NZ
  • Twitter: @EzPSA
    820 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

FigureFlux

At FigureFlux, we're passionate about helping businesses succeed. Our innovative and efficient solutions help you manage finances, reports, sales, marketing, and much more with a simple interface that allows easy customization. Get your business moving forward with FigureFlux.

Who Is the Company Behind FigureFlux?

Fixner

Es un software para empresas de servicios todo en uno adaptado a distintos sectores. Centraliza en tiempo real todo el papeleo de tu oficina con el trabajo de tus técnicos en el terreno gracias a su arquitectura en la nube. Con Fixner automatizas procesos llegando a objetivos de aumento de productividad, mejora de márgenes de beneficios y reducción de costes operacionales. Es una solución SaaS para gestionar de forma sencilla e integrada (unificada) las operaciones de negocio: Ventas, Trabajos, Facturación, Tesorería, Logística, Fabricación y Catálogo de productos/servicios.

Who Is the Company Behind Fixner?

  • Seller: Fixner
  • Year Founded: 2014
  • HQ Location: Alicante, ES
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Flosona

Who Is the Company Behind Flosona?

  • Seller: Flosona
  • Year Founded: 2024
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

fylt app

fylt is all-in-one client management software for service businesses. It combines a client CRM, appointment scheduling, project management, invoicing and billing, e-signature contracts, a white-label client portal and a support desk into one platform, with AI drafting assistance built in. Because every module shares the same client record, updating one thing updates the rest automatically. It is a direct alternative to running HoneyBook, Dubsado, Bonsai, Calendly and Monday side by side, and starts with a free 3-month trial with no credit card required.

Who Is the Company Behind fylt app?

Heads-up

Who Is the Company Behind Heads-up?

  • Seller: WattsNet
  • Year Founded: 2008
  • HQ Location: Brisbane, AU
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Heeros PSA

Who Is the Company Behind Heeros PSA?

  • Seller: Heeros
  • Year Founded: 2000
  • HQ Location: Helsinki, FI
  • LinkedIn® Page: www.linkedin.com
    29 employees on LinkedIn®

HourSquad

HourSquad is a time tracking and project budget management platform for professional services firms — consulting, audit, accounting, and advisory teams of roughly 5 to 200 people. It connects three things that are usually tracked in separate tools or spreadsheets: the hours each team member logs, the cost of those hours, and the budget remaining on each project. Managers see budget consumption as it happens, project by project, instead of discovering overruns at month-end close. Core capabilities: - Time tracking: manual entries or a persistent timer that follows the user across the app. Entries are tied to a client, a project, and a task. - Squad management: organize people into squads, assign them to projects, and see each person's allocation across engagements on a timeline. Overallocation is flagged. - Budget execution: every project carries a planned budget in hours and cost. Dashboards show planned versus executed, remaining balance, and projects approaching their limit. - Financial layer: hourly cost per team member, project profitability, and realization at the project level. - Client and project hub: clients, projects, and squads in one structure, with role-based access (owner, admin, manager, member, viewer). - Reports and analytics: hours by person, project, client, and period, exportable for billing and internal review. HourSquad was built by a practitioner with three decades leading professional services and internal audit teams, including at a Big Four firm. The design reflects the recurring problem of learning that a project was over budget only after the work was done. Pricing is per user: USD 5 per user per month, or USD 4 per user per month on the annual plan. There are no usage-based fees. A 28-day free trial is available with no credit card required. Suitable for firms replacing spreadsheets or general-purpose time trackers that do not tie hours to project budgets.

Who Is the Company Behind HourSquad?

Inserve PSA

Inserve is user-friendly PSA software designed for Dutch Managed Service Providers (MSPs). Built specifically for small to midsized MSPs, Inserve helps to give owners and managers a real-time grip on performance, productivity, and profitability. From ticketing and time tracking to project management, asset management, sales, reporting, and a self-service portal - we've got you covered. Inserve integrates with tools your team already uses, including RMM platforms (NinjaOne, Datto, N-able), cloud distributors (Ingram Micro, ALSO, TD Synnex), accounting tools (Exact Online, Snelstart), VoIP, and more. These connections eliminate manual data entry, automate license billing, and free up time for valuable work. And with clear dashboards and reports, MSP owners and managers get real-time insight into performance, productivity, and profitability. We pride ourselves on being different from the big, bulky enterprise PSA tools. Our customers choose Inserve for its fast and intuitive interface, all-in-one pricing (with no hidden costs), and personal support — including free onboarding and data migration. No pushy sales cycles. No vendor lock-in. Just good software that helps you grow. Our value lies in what it enables: “We make 10% more billable hours with the same team.” “We finally found a tool that lets us do more without hiring more staff.” “Switching from TopDesk to Inserve was fast and smooth — we were productive right away.” “Support, phone, email and site visits are now properly logged — and revenue is up.” Inserve was founded in 2019 and based in Boxmeer (Netherlands). Inserve is a small, no-nonsense software company with a mission to simplify operations for IT service providers. With more than 150 MSPs using the platform daily, Inserve continues to grow by listening to users and improving the product — every single day. Our product is purpose-built for small to midsized MSPs looking for clarity, structure, and control in their business. Inserve offers essential modules like ticketing, time tracking, project management, asset management, CRM, quotes & sales tracking, recurring revenue tracking, reporting, a plan board, SLA tracking, license managemnet, and a self-service portal — all designed with simplicity in mind. MSPs can get started quickly, without complex onboarding or expensive consultancy projects. Whether you’re just getting started or scaling up, Inserve gives you the structure and freedom to focus on your business — not just your tickets.

Who Is the Company Behind Inserve PSA?

  • Seller: Inserve
  • Year Founded: 2019
  • HQ Location: Boxmeer, North Brabant
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024