Best Professional Services Automation Software - Page 6

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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)

Hidma

Hidma is the time tracking and billing platform for professional services firms - accounting practices, law firms, consultancies and architecture studios that bill for their people's time. Teams log time, managers approve it, and bills flow through one structured workflow - no spreadsheets, no copy-pasting between tools. Hidma applies the right rate automatically using a flexible hierarchy (user, team, job, project or client), so every hour is billed correctly without manual lookups. What firms use Hidma for: - Accurate billing - automatic rate selection and precision billing controls, from time entry through to invoicing and payment. - Work-in-progress visibility - see exactly how much unbilled work is sitting across every client, project and team member, so you invoice faster and protect cash flow. - Budget control - set project budgets and get automatic alerts (for managers and the team) when spend hits 80%, so work stays profitable. - Profitability insight - turn logged time into data on utilisation, realisation and margin. - Multi-entity support - run several businesses or offices from one system as you grow. - Built for the people who actually use it: team members logging hours, managers approving work, and finance handling invoicing and payments.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Hidma?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 5.8/10 (Category avg: 10/10)

Who Is the Company Behind Hidma?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Hidma?

Elevia

Elevia is the all-in-one ecosystem built for creative agencies and freelancers. Replace the chaos of juggling between a CRM, a proposal tool, a project management app, and a client portal. Elevia brings everything into a single, cohesive workspace. CRM & Sales Pipeline Track every lead, deal, and client in one place. AI-powered data enrichment and real-time reporting keep your pipeline sharp, and when a deal is won, your proposal is just one click away. Proposals Create stunning, fully customized proposals with a drag & drop editor. Track opens, time spent reading, and close deals faster with built-in e-signature. No more sending PDFs into the void. Billing Handle invoices, credit notes, and subscriptions without switching tools. Support for one-shot, deposit, and milestone-based payment terms. Accept card and direct debit via Stripe. Project Management Manage client projects across List, Kanban, Timeline, and Deliverables views. Track time, monitor profitability, and keep every deadline in sight, all linked to the same client record. Client Portal Give every client a dedicated space to follow project progress, access files, and communicate in real time. Fewer emails, less friction, more trust. Design Feedback Collect precise, contextual feedback on websites, images, PDFs, and Figma files, directly from your clients. With 2-way Figma sync and version control, review cycles finally have a beginning and an end. Built by agency founders who got tired of duct-taping five tools together. Elevia is designed to get admin out of the way and keep creative teams focused on what actually matters.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate Elevia?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 3.3/10 (Category avg: 10/10)

Who Is the Company Behind Elevia?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Elevia?

Infor Professional Services Automation Suite

The Infor Professional Services Automation Suite (Infor PSA) is an end-to-end professional services suite and a flexible project portfolio management solution for managing tasks and resources required for client projects.

Average Rating: 1.5/5.0

Total Reviews: 2

How Do G2 Users Rate Infor Professional Services Automation Suite?

  • Has the product been a good partner in doing business?: 3.3/10 (Category avg: 8.8/10)
  • Portfolio Performance: 6.7/10 (Category avg: 7.9/10)
  • Workflow: 5.8/10 (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 Infor Professional Services Automation Suite?

  • Seller: Infor
  • Year Founded: 2002
  • HQ Location: New York
  • Twitter: @Infor
    18,472 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    22,165 employees on LinkedIn®
  • Phone: 800-260-2640

Who Uses This Product?

  • Company Size: 100% Large

What Do G2 Reviewers Say About Infor Professional Services Automation Suite?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the real-time tracking of stock with Infor, enhancing inventory management and operational efficiency.
Cons
  • Users find Infor Professional Services Automation Suite to have complex usability compared to other similar platforms.

LEAP

LEAP is Professional Services Automation (PSA) software that combines CRM, ERP, sales, project delivery, and financial management into one platform. Built for service businesses, it unifies the full lead-to-cash workflow — pipeline, projects, staffing, timesheets, costs, invoicing, and financial planning — in a single system. By consolidating tools typically scattered across CRMs, spreadsheets, and accounting software, LEAP reduces data entry errors and improves efficiency. Real-time insights and forecasting help identify issues early, keeping projects on time and within budget. The platform tackles core service delivery challenges: resource management, shifting project scopes, and complex billing. Standardized workflows ensure consistency while staying flexible for unique client needs. LEAP scales with growth and protects data with enterprise-grade security, including role-based access and secure cloud architecture.

Average Rating: 4.3/5.0

Total Reviews: 2

How Do G2 Users Rate LEAP?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 3.3/10 (Category avg: 10/10)

Who Is the Company Behind LEAP?

  • Seller: LEAP
  • Year Founded: 2024
  • HQ Location: Bratislava, SK
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of LEAP?

manavate

Our ERP enables you to manage your business in the most cost and time-effective way possible.

Average Rating: 3.3/5.0

Total Reviews: 2

How Do G2 Users Rate manavate?

  • 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 manavate?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

Pike

Pike is the Operating System for Modern Consultancies and Agencies to plan, manage and invoice projects. Improve usability and visibility across work for an increased user satisfaction and earnings capacity. Pike brings back the magic in running a fast paced service based firm, leaving outdated, more manual and spread out systems a thing of the past. Get access now at usepike.com

Average Rating: 4.9/5.0

Total Reviews: 4

How Do G2 Users Rate Pike?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.3/10 (Category avg: 7.9/10)
  • Workflow: 8.3/10 (Category avg: 8.4/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 3.3/10 (Category avg: 10/10)

Who Is the Company Behind Pike?

  • Seller: Pike Labs
  • Year Founded: 2024
  • HQ Location: København, DK
  • Twitter: @Adjera_com
    3 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Small

What Do G2 Reviewers Say About Pike?

AI-generated summary from verified user reviews

Pros
  • Users praise the amazing customer support from Pike Labs, highlighting their responsiveness and openness to feedback.
  • Users praise the integrated project management features of Pike Labs, enhancing efficiency and user experience significantly.
  • Users value the excellent team collaboration in Pike Labs, highlighted by responsive support and user-focused improvements.
  • Users appreciate the effective client management features of Pike Labs, finding it easy to use and integrate.
  • Users appreciate the ease of learning with Pike Labs, highlighting its intuitive design and seamless integration.
Cons
  • Users notice integration issues with Pike Labs, indicating that enhancements are needed for a seamless experience.
  • Users note the lack of integration in Pike Labs, which hinders seamless functionality and user experience.
  • Users note the lack of integrations in Pike Labs, which affects seamless connectivity with other platforms.
  • Users note the missing features in Pike Labs, particularly shortcomings in necessary integrations for optimal use.

What Are Recent G2 Reviews of Pike?

Whizible

Whizible Project Enterprise Management (PEM) software, the flagship product of Lifeline Systech Solutions Pvt. Ltd. has helped 250+ leading project-driven organizations to automate their project management processes and monitor the project variances and profitability. Whizible has 200,000+ licensed users so far

Average Rating: 4.5/5.0

Total Reviews: 2

How Do G2 Users Rate Whizible?

  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Whizible?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Whizible?

What Are G2 Users Discussing About Whizible?

AdOrbit

Aysling Vendor Management is the cloud-based Vendor Management System that puts you in control of your vendors and freelancers. It streamlines your vendor contracts, payments, and projects. With no startup fees, no user fees, and no hidden fees, Aysling Vendor Managements time tracking and payment modules improve your back office operations by ensuring you pick the right vendors for the job and they get paid exactly what they are owed.

Average Rating: 3.9/5.0

Total Reviews: 12

How Do G2 Users Rate AdOrbit?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.8/10)
  • Portfolio Performance: 8.3/10 (Category avg: 7.9/10)
  • 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 AdOrbit?

  • Seller: Aysling
  • Year Founded: 2005
  • HQ Location: Saline, Michigan
  • Twitter: @aysling
    310 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 42% Medium

What Do G2 Reviewers Say About AdOrbit?

AI-generated summary from verified user reviews

Cons
  • Users feel the need for more focus on UI improvements, despite appreciating the good features of AdOrbit.

What Are Recent G2 Reviews of AdOrbit?

What Are G2 Users Discussing About AdOrbit?

Brighter PSA

You're in business to do great work for your clients. But before you focus on their business, spend five minutes every day with Metis and focus on our three simple steps to propel your own business forward. Gather data; track performance; and action change. So you can concentrate on what you do best - great work. Metis can help you: • Spend more time with your team on the things that matter • Devolve responsibility without losing control • Focus on profitability without compromising the great work you do for clients • Lay solid foundations for strong growth • Get rid of a hotchpotch of spreadsheets and systems that don’t talk to each other

Average Rating: 3.5/5.0

Total Reviews: 1

Who Is the Company Behind Brighter PSA?

  • Seller: Metistry Ltd
  • HQ Location: Sidcup, England
  • Twitter: @GetMetis
    864 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Large

What Are G2 Users Discussing About Brighter PSA?

CommandOS

CommandOS is a multi-tenant SaaS platform for consulting and professional services firms. It combines CRM, proposal management, project delivery, time tracking, billing, AI-assisted document generation, and competitive intelligence into a single product to help businesses maximize their profitability.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate CommandOS?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.8/10)
  • What is your organization's estimated ROI on the product (payback period in months)?: 3.3/10 (Category avg: 10/10)

Who Is the Company Behind CommandOS?

Who Uses This Product?

  • Company Size: 100% Medium

What Do G2 Reviewers Say About CommandOS?

AI-generated summary from verified user reviews

Pros
  • Users praise the comprehensive client management capabilities of CommandOS, enhancing business operations and profitability.
  • Users find CommandOS's extensive functionality invaluable for managing all aspects of their business efficiently.
  • Users praise CommandOS for its effective project management, seamlessly integrating business operations and enhancing profitability.
Cons
  • Users are frustrated by the lack of integrations, specifically with essential systems like SAP ERP.

What Are Recent G2 Reviews of CommandOS?

Cross-advertising

Cross-advertising is a multi-channel booking system that let's you manage your entire adverting workflow in one place. A browser-based solution providing end-to-end multi-channel advertising management, covering the whole advertising process from sales, CRM and booking to production and invoicing. Cross-advertising can be delivered as Saas, in the cloud or on premise. Cross-advertising is user-friendly, easy to navigate and accessible via desktop, tablet and mobile device through its responsive design. An enterprise application with a flexible module-based package solution for print, online, radio with fully customisable workflows.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Cross-advertising?

  • Workflow: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Cross-advertising?

  • Seller: Atex
  • Year Founded: 1973
  • HQ Location: Reading, Berkshire
  • Twitter: @atexglobal
    765 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    330 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Cross-advertising?

eTrack

Business, Practice Project & Resource Management Software for all Professional Services

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind eTrack?

  • Seller: Etrack
  • Year Founded: 1997
  • HQ Location: Sydney, AU
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small

What Do G2 Reviewers Say About eTrack?

AI-generated summary from verified user reviews

Pros
  • Users value the secure item tracking and timely delivery that eTrack provides for moving equipment efficiently.
  • Users value the security eTrack provides for items, ensuring on-time delivery during equipment moves.
Cons
  • Users find the learning curve challenging, wishing for simplified instructions and more size options for better usability.

What Are Recent G2 Reviews of eTrack?

Handover

Handover is an AI-powered project reporting tool for MSPs. It connects directly to HaloPSA, reads your tickets and project notes, and generates professional client-ready outputs in seconds - action logs, risk registers, client emails, status reports, and Excel report packs. Outputs push back to HaloPSA automatically and weekly reports deliver to your inbox on a schedule you set.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Handover?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Handover?

Oase

Oase is built for small design agencies (1–25 people) who are drowning in tool fragmentation. Most agencies use Asana or ClickUp for projects, HoneyBook or Bonsai for clients, Slack for messaging, and another tool for invoicing. Oase replaces all of them. Key features: - Project management built for agency workflows - Client portal — share deliverables, collect feedback - Design reviews with spatial, pinpoint annotations - AI-powered file system: auto-tagging, natural language search - Invoicing and payment tracking - Team messaging Built by agency operators who got tired of stitching tools together. Oase isn't "add another tool" — it's the one you keep and cancel the rest.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Oase?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Oase?

Simplicate

At Simplicate, we help professional services firms thrive—by keeping things simple. Our unique approach strips away the unnecessary complexity from everyday processes, giving you a clear view of your projects and real-time insight into your financial performance. By combining powerful business software with hands-on advice, we make a real impact for over 1,600 clients across seven different industries. We are Simplicate. Your flow to success.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind Simplicate?

Who Uses This Product?

  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About Simplicate?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the all-in-one solutions of Simplicate, finding it easy and efficient for team collaboration and organization.
  • Users appreciate the seamless collaboration in Simplicate, enhancing teamwork and reducing the clutter of emails.
  • Users appreciate the ease of learning with Simplicate, finding it intuitive and time-saving for daily tasks.
  • Users appreciate the ease of use of Simplicate, finding it enhances organization and reduces stress in their workflow.
  • Users value the easy tracking of tasks in Simplicate, enhancing organization and reducing stress in their workflow.
Cons
  • Users experience slow loading times, which can hinder efficient task switching and overall productivity.
  • Users often experience slow performance with Simplicate, particularly during loading and task switching.

What Are Recent G2 Reviews of Simplicate?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024