Professional Services Automation to Maximize Profits
Manage projects, resources, time and expenses all in one place with Screendragon
"We are a big organization, yet Screendragon is enabling us to be a lot more nimble, allowing us to be even better partners to our clients."
Angela Burton, Geometry Global
Opportunity management
Manage your sales pipeline process the way you want to. Screendragon’s workflow automation enables you to have a process that exactly fits your needs. Capture key data and review the status of work on personalised dashboards.
Proposals and estimates
Digitize your scoping processes to create high quality, accurate estimates. Screendragon’s costing capabilities empowers teams to build budgets based on rate cards, deliverables, third party expenses and other.
Workflow approvals ensure that the right people are notified and asked for sign-off. When approved Screendragon will automatically convert your proposal into a project pre-populated with timelines, budget plan, resourcing and collaboration workflows.
Resource management
Boost productivity by matching the right staff to the right projects. Visual dashboards help quickly and easily identify who is available. Quickly drag and drop assignments to resources. Forecast future resource needs by overlaying future pipeline projects with current work commitments.
Project management
Support all your project types and methodologies. Leverage project templates to speed up project creation and align teams on ways of working. Screendragon’s best in class UX makes it easy for all project team members to collaborate together. Review gantt timelines, Kanban boards, budget status and documents all in the one place.
Portfolio management and KPI reporting
Structure your projects into portfolios based on client, location, team and any other data. Dramatically reducing project admin time, Screendragon enables you to create your own personalised portfolio views with key KPI data and schedule reports to be sent out at specific time periods.
5-Star rating on Capterra
Easy adoption
Ensure fast and hassle-free adoption with Screendragon. Our UX is renowned in the industry and has been continuously improved over 10+ years working with pioneering organizations such as BP, Kellogg, Kimberly-Clark and many more.
Integrate with 1000's of apps
Screendragon provides deep integrations with almost every top enterprise system on the market today, and our road map is filled with more to come.
Why do you need PSA software?
Professional services can no longer manage clients and projects in outdated systems and spreadsheets. Find out how PSA can help you improve client services, manage projects more efficiently and boost your bottom line!
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"Screendragon was the only solution we came across in our search that could fully meet the requirements of our organization."
Pierre-Yves Eloy, International Olympic Committee