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Screendragon addresses core Professional Services Automation problems such as centralizing project, resource, and budget management, reducing administrative overhead, and improving visibility across teams. According to reviewers, it enables teams to keep all projects, tasks, estimates, and time tracking in one place, which streamlines operations and saves significant time previously spent managing multiple tools. The platform’s workflow automation and customizable reporting help organizations better allocate resources and plan for future projects, with several reviewers highlighting its ability to aggregate resource availability across multiple projects and automate manual processes. However, some users note that the asset approval/proofing module is less robust than dedicated tools, and initial setup or user training can require extra effort for complex workflows.
Screendragon offers a comprehensive set of native Professional Services Automation features, including project planning, revenue recognition, portfolio definition and performance, risk management, portfolio mix, AI text generation and summarization, project accounting, and more. Reviewers specifically mention the value of customizable workflows, resource management, and advanced approval processes, with the platform’s flexibility allowing adaptation to varied organizational needs and evolving requirements. The system’s reporting and budget tracking features are frequently cited as helping teams stay organized and aligned. The main limitation noted by reviewers is that the asset approval/proofing and timesheet modules are not as feature-rich as some specialized competitors, and some users find the report creation system intimidating without prior experience.
Screendragon stands out for its quality of support and ease of doing business, both scoring 9.7, with ease of use rated at 9.2 and ease of admin at 9.0. Reviewers describe the platform as intuitive and user-friendly once familiar, with onboarding and daily use made easier by a clear interface and responsive support team. Several users highlight the flexibility and customization options, though some note that initial setup and learning the system’s more advanced features can be time-consuming, which is reflected in the slightly lower ease of setup score of 8.5 compared to other dimensions.
Screendragon integrates with Aprimo for Professional Services Automation workflows, as cited by reviewers. Additional integrations mentioned include Personio and connections to ERP systems, with users appreciating the ability to aggregate data from external sources and export information for reporting or data mining. The platform also supports native APIs for broader integration needs, which reviewers find helpful for customizing workflows. However, some users report that implementing integrations or retroactively changing workflows can be time-consuming, and a few express interest in future integrations with tools like Microsoft Teams.
Screendragon uses a custom quote pricing model, with no public entry price listed; prospective buyers are advised to contact Screendragon directly for accurate pricing details. There is no published information on how pricing scales across tiers or which features are unlocked at higher levels, and reviewers do not provide direct feedback on cost or value for money. While several users praise the platform’s flexibility and all-in-one capabilities, there are occasional mentions that setup and customization can be time-intensive, which may impact the overall value depending on organizational needs.
Updated August 2026.
Total Products under this Category: 210
Last updated: September 01, 2026
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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)
Scopecreeper is an AI-powered command centre for managing all your consulting engagements. Get complete visibility, catch risks early, and automatically intervene to ensure results are delivered on budget and on time.
Scopra is a professional services automation (PSA) platform for consultancies and agencies. It puts your projects, people, time, and billing in one system instead of scattered across a dozen spreadsheets. If you run a services firm, you know the pattern. Work gets delivered, but the invoice goes out weeks later. Your utilisation report says 47%, except that was last month, and you've already made decisions based on it. And the forecast is three people, five spreadsheets, and at least one version that's already wrong. Scopra exists to fix that gap between what's been delivered and what finance actually knows. Everything connects. Every client, project, and invoice lives in one record, so scope ties to time and time ties to billing. That means your utilisation, margin, and project profitability stay accurate without anyone having to reconcile it by hand. How people use it depends on their role. Finance and leadership get live margin, forecasting, and revenue projections. PMs manage scope, allocate their team, and watch the budget burn down in real time. Consultants just need somewhere quick to log their hours, which they can do from their phone. A few specifics worth knowing: - Projects come with scopes, budgets, billing, and a live burn-down, so you always know where each one stands. - Resourcing lets you allocate people across projects and see capacity week by week, before you've overcommitted. - Timesheets, approvals, and billing run as one flow, so time never drifts away from scope. It plugs into Xero, Sage, HubSpot, and Dynamics 365. No migration, no running two systems in parallel. One more thing that matters to a lot of firms. Scopra doesn't feed your client data into AI models to analyse it. Your information stays in your workspace. If you've got confidentiality clauses or GDPR obligations to worry about, that's one less thing on the list.
Servantium is the Professional Services OS, combining traditional Professional Services Automation (PSA) and Configure-Price-Quote (CPQ) in a platform that helps consulting firms, implementation partners, agencies, and managed services providers scope, price, staff, and deliver client engagements. Professional services teams typically manage the engagement lifecycle across disconnected tools: a CRM for pipeline, spreadsheets for scoping and pricing, Word documents for proposals, and a separate project management tool for delivery. Servantium connects each stage of that lifecycle into one platform and feeds delivery outcome data back into future estimates, improving accuracy over time. Key capabilities include: Engagement scoping and CPQ: Build proposals from a structured service catalog with standard deliverables, rates, and effort drivers. Scope changes and change orders are tracked against the original baseline rather than managed in separate documents. AI-powered estimation: The estimation engine uses historical delivery data to suggest effort and cost ranges for new engagements. Accuracy improves as more outcomes are recorded across the team. Resource planning: Assign team members to engagements based on availability, role, and utilization targets. Track billable and non-billable time across the full team in one view. Project delivery tracking: Monitor budget burn, milestone progress, and engagement health in real time. At-risk engagements surface before they exceed scope or budget. Institutional memory: Notes, decisions, and outcomes from completed engagements are stored and searchable by semantic meaning, so teams can retrieve relevant context when scoping similar new work. Servantium connects to the tools services teams already use -- CRMs, project tools, billing systems, and communication platforms -- via native integrations, REST API, and MCP support. New integrations are added continuously.
Service Tree is a true Professional Services Automation platform. We like to call it a 'Knowledge Driven Process Automation's platform for MSP's and IT Teams. ServiceTree is optimized to deliver a process that flows smoothly guiding a support issue through all stages of identification, definition, allocation, execution and completion. With Open Next and Decision Trees all you need to do is Click and you have an end to end 360 Degree automated system.
Productivity Tools and Services for Agencies. Manage clients, proposals, projects, and reporting in one place. White-label your brand, automate onboarding, and scale your agency.
Sonra is practice management built specifically for architecture offices. It replaces the spreadsheets most small practices use to run their back office with one connected tool - timesheets your team will actually fill in, tracked by project and phase; realtime budget versus spend on every project, so overruns surface before they cost money; staff allocation and resourcing that shows who's on what, who's free, and what's coming up next. Role based access keeps financials visible to principals and management only - employees see their projects and time, nothing more. Reporting rolls it all up into firm profitability and utilisation at a glance. Sonra is designed for practices of 2-20 people who have outgrown spreadsheet operations, but don't want the complexity of enterprise ERP. Every new account starts with a 30-day free trial, and Sonra will import your existing projects and onboard your staff.
Spotch is the only platform built specifically for professional service firms that connects your billable hours, client revenue, payroll costs, and financial forecast into one real-time view, so you always know if your business is actually healthy.
SuccessPro is an AI-native operating system built for technology services companies, bringing projects, people and financials into one shared operating model. We built it from experience. Over three decades of building and scaling consulting services businesses, we faced fragmented systems, disconnected workflows and no shared view across the business. That showed us where traditional PSA falls short. It can manage individual workflows, but AI needs the operating context to understand how changes in delivery affect capacity, customer commitments and financial performance. SuccessPro gives AI that context. It continuously connects signals across the business, allowing AI agents to understand what is changing, assess the impact across projects, resources and economics, and determine what should happen next.
Tarefy is an all-in-one work management and operations platform designed for agencies, software houses, marketing teams, e-commerce operations, and service-based companies. The platform helps teams centralize project management, task management, time tracking, client collaboration, operational analytics, and contract profitability in a single environment. Tarefy was built to give companies more visibility into their operations, improve productivity, protect project margins, and scale delivery with greater control. With Tarefy, companies can manage tasks, projects, deadlines, workloads, and team performance while also monitoring financial and operational indicators such as contract profitability, ROI, estimated versus consumed hours, and delivery efficiency. The platform combines operational management with people and culture features, helping teams stay aligned and engaged. Key features include project and task management, Kanban boards, time tracking, workload management, team capacity analysis, contract management, profitability analysis, client portals, internal communication, operational dashboards, analytics, and performance reports. Tarefy also supports collaboration between internal teams and clients, allowing clients to follow project progress and interact directly within the platform. Unlike traditional task management tools, Tarefy focuses not only on productivity, but also on operational visibility and business performance. Companies can identify which projects and clients are profitable, where teams are overloaded, and how operations are impacting margins and delivery timelines. Tarefy is especially suited for agencies and service companies that need a centralized platform to manage projects, clients, contracts, people, and operations without relying on multiple disconnected tools. The platform’s mission is to connect operations, people, and performance in one place, helping companies gain efficiency, improve collaboration, and grow sustainably.
téo is web-based management software for professional support providers in France. It serves organizations delivering bilans de compétences (career assessments), VAE (validation of prior experience), short training courses and France Travail services. Teams can manage participant records, individual and group pathways, shared schedules, online appointment booking, documents, electronic attendance and questionnaires. Administrative staff can prepare invoices, track multiple funding sources and export accounting data. Dashboards help managers monitor activity and revenue. Document checks and activity history support quality processes and preparation for Qualiopi audits. Customizable forms and document templates adapt to each organization's workflows. téo also offers a documented API and integrations including Chorus Pro.
Tidy is an agency management tool for time tracking, assignments, invoices, agreements, and more. It provides a native AI chat bot that can converse about your data from the app or from Slack. Some risks are unavoidable for agencies. The Tidy method helps you eliminate all the unnecessary risks.
Timberflow is project management and invoicing software that integrates time tracking, estimates, invoices, and project monitoring into a seamless workflow. Estimates convert into project records, tracked hours become invoice line items, and previously billed hours are automatically excluded to prevent double billing. Invoices link directly to work performed, giving clients full transparency on billed hours. The platform complies with Italian fiscal regulations, including flat-rate taxation, withholding taxes, stamp duties, certified email, and SDI codes. It works offline as an installable app on both desktop and mobile, with optional cloud backup. The financial dashboard tracks revenue, payments, outstanding credits, and tax accrual estimates. The client database includes fields for VAT numbers, fiscal codes, certified email, and SDI codes, ensuring compliance with Italian invoicing standards.
