Best Professional Services Automation Software - Page 9

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What problems does Screendragon solve as a Professional Services Automation?

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.

What Professional Services Automation features does Screendragon offer?

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.

How easy is Screendragon to set up, use, and get support for?

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.

What does Screendragon integrate with for Professional Services Automation workflows?

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.

How much does Screendragon cost?

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.

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
  • 26,200+ 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)

COLO

Who Is the Company Behind COLO?

  • Seller: TechiesApp
  • Year Founded: 2017
  • HQ Location: Kota Damansara, MY
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Curoxi

Curoxi is a customer operations platform for service teams that need one shared workspace for delivery, billing, support, documents, and follow-up. Instead of managing customer work across disconnected tools, teams can run each account from a single operational view where projects, releases, invoices, support requests, renewals, and customer documents stay connected. Curoxi helps companies reduce manual coordination, improve visibility across teams, and give both internal users and customers a clearer view of what is in progress, what is pending, and what comes next. It is built for businesses that want a more structured, scalable way to manage customer delivery and commercial operations end to end.

Who Is the Company Behind Curoxi?

DASO

DASO is the all-in-one project management and time tracking solution built specifically for consultants and advisors with 1-50 employees. We combine intuitive resource planning, invoicing, and real-time financial reporting into one simple platform—eliminating the clutter of generic tools so you can focus on billable hours and profitable projects.

Who Is the Company Behind DASO?

DAY ONE Software for Professional Services

Professional services operations on Salesforce. One operating view from Prospect to Payment: delivery, time, costs, WIP, invoicing.

Who Is the Company Behind DAY ONE Software for Professional Services?

Deltek Polaris

Deltek Polaris is PSA software for IT & consulting firms that brings people, projects, time, skills, billing, and revenue recognition together in one application — giving teams the speed to adjust plans quickly, the clarity to see risks early, and the control to protect margins as work happens. Built on the Deltek intelligent platform and designed for the way project-based teams operate, Polaris replaces disconnected tools and manual workarounds with industry-tuned intelligence and governance built in at every stage of the project lifecycle — plan, execute, and analyze. Best for: IT and consulting firms of any size that need to manage complex project delivery, utilization, and financial performance without the overhead of multiple disconnected systems. Use cases: - Staff projects using skills, certifications, availability, and workload without spreadsheet handoffs - Capture project time automatically from 100+ work apps and collaboration tools - Track project financials, billing status, and revenue recognition in real time - Surface delivery risks early and act before schedules slip or budgets overrun - Automate invoicing and manage revenue recognition against contract terms and milestones - Forecast resource demand and capacity the moment opportunities convert to active work Key Features: - Intelligent Timesheets by Dela — automated time capture from 100+ apps via ZeroTime (TM) - Skill-based resource matching with certification, availability, and workload controls - Project risk scoring with automated alerts for scheduling, cost, and workload issues - Automated billing, invoicing, and rules-driven revenue recognition (ASC 606 / IFRS 15) - Dashboards and analytics with BI connectors (Tableau, Power BI) - Out-of-the-box integrations with ERP, CRM, and HRMS systems Why IT & consulting firms choose Polaris PSA: - Time gets captured without asking people to enter it. Dela, the AI orchestrator, automatically pulls project hours from 100+ productivity and collaboration tools eliminating manual entry and improving billing accuracy. - The right people reach the right projects, every time. Polaris matches resources using skills, certifications, availability, and workload — not guesswork , reducing staffing gaps and overallocation. - Revenue recognition closes up to 7 days faster. Rules-driven recognition policies run automatically against contract terms and milestones, with clean audit trails built in, not bolted on. Used by: IT services firms, management consultancies, and technology firms managing project-based delivery across commercial and government work. Finance, operations, and resource management teams rely on Polaris to keep delivery predictable and margins intact. Customers using Polaris have seen a 40% improvement in time-to-hire, a 20% improvement in forecast

Who Is the Company Behind Deltek Polaris?

  • Seller: Deltek
  • Year Founded: 1983
  • HQ Location: Herndon, VA
  • Twitter: @Deltek
    6,574 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,828 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®
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024