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Kantata
Kantata
Kantata puts an end to unpredictable projects so professional services teams always deliver amazing
Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing.
The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for.
Kantata PSA puts an end to unpredictable projects by enabling you to:
• Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more
• Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people
• Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment
Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business.
With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform.
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Runn
Runn
Transform resource management with dynamic planning and insights.
Runn is an innovative platform for real-time resource management that features integrated time tracking and robust forecasting abilities.
Effortlessly plan your projects and allocate resources by scheduling project phases, milestones, and time off. Switch seamlessly between monthly, quarterly, and semi-annual views to strategize for both immediate and future needs. Gain a comprehensive overview of your entire organization, allowing you to effectively manage changes in capacity, workload, and availability as you develop your plans.
Runn transforms resource management into a dynamic and visual experience through a centralized, shared interface. You can delve deeper into specific roles, teams, and tags to analyze trends and pinpoint groups that may be overbooked. Additionally, you can outline potential projects to assess how your plans could evolve as work gets confirmed.
Monitor project progress, view forecasts, and access crucial metrics with Runn, including utilization rates, project variance, and overall financial health. Utilize the platform's built-in timesheets to keep track of project advancements efficiently.
Runn also offers integrations with Harvest, WorkflowMax, and Clockify, and through its API, users can create custom integrations to connect Runn to their preferred tools, enhancing workflow and productivity even further. This versatility makes Runn a vital asset for teams looking to optimize their resource management and project planning processes.
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Resource Guru
Resource Guru
Streamline scheduling and resource management effortlessly, affordably.
Resource Guru simplifies the online scheduling of personnel, equipment, and various resources. It aims to modernize and streamline the process by eliminating the need for inefficient and outdated spreadsheet systems. This tool allows managers to efficiently organize their tasks and responsibilities in a timely manner. With features like reporting, resource planning, scheduling, and management, it provides a comprehensive solution for effective resource allocation. Additionally, Resource Guru is priced competitively, starting at just $4.16 per month, making it an accessible option for many organizations. Overall, it serves as a valuable asset for those looking to enhance their scheduling processes.
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Ganttic
Ganttic
Streamline resource planning with intuitive drag-and-drop scheduling.
Ganttic is an adaptable drag-and-drop scheduling tool designed specifically for efficient resource planning. Its Gantt charts, which focus on resources, provide an integrated perspective of your equipment, personnel, facilities, and vehicles, allowing for a comprehensive understanding of who or what is scheduled and when.
In addition to scheduling, Ganttic enhances resource management and oversight of project portfolios. Users can optimize how resources are utilized, create insightful reports, and set up structured project or resource breakdowns that simplify the planning process.
With Unlimited Custom Views, managers can effectively segment extensive resource groups, enabling them to arrange their teams and departments based on specific requirements. You can also develop unique data fields to include relevant information, ensuring the most suitable resources are allocated for tasks. Collaboration is made easy with the ability to share Views among teams and stakeholders, while notifications, calendar synchronizations, and a mobile application ensure that everyone is updated with any changes. All subscription plans allow unlimited user access, keeping all team members informed.
Additionally, you can explore Ganttic's capabilities with a free 14-day trial, complete with training and onboarding support from our committed team, ensuring a smooth start to your resource planning journey. This trial period is an excellent opportunity to experience firsthand how Ganttic can enhance your project management efficiency.
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Planview ProjectAdvantage (previously known as Sciforma) is a powerful, AI-enabled project portfolio management platform purpose-built to help enterprises transform the way they plan, execute, and scale initiatives. Acting as a unified control center, it consolidates data from projects, programs, and portfolios—offering unparalleled transparency into timelines, budgets, and resource capacity. With real-time dashboards and advanced reporting, organizations can instantly assess project health, anticipate bottlenecks, and make informed, strategic decisions. The platform supports Agile, Waterfall, and hybrid methodologies, giving teams the flexibility to work their way while maintaining centralized governance. PMOs can identify high-value projects through built-in scoring systems and optimize staffing through intelligent forecasting tools. Its extensive integration ecosystem connects with BI, ERP, CRM, and DevOps platforms, ensuring seamless information flow across the enterprise. Planview ProjectAdvantage’s intuitive interface enhances adoption, enabling both technical and non-technical users to collaborate efficiently. The platform also includes out-of-the-box templates for resource management, financial tracking, and strategic goal alignment. Trusted by over 3,000 global customers, including industry leaders like Sopra Steria, Bioaster, and SymphonyAI, ProjectAdvantage drives digital transformation and operational excellence. As part of the Planview ecosystem, it empowers organizations to thrive in a fast-paced, interconnected business environment—turning vision into measurable value.
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Visual Planning
Stilog Inc.
Streamline collaboration and scheduling with intuitive resource management.
Visual Planning serves as an effective tool for scheduling and managing resources, boasting an intuitive interface that makes it easy to navigate. Countless organizations leverage Visual Planning to enhance collaboration by seamlessly sharing their schedules and working together more effectively.
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TimeLinx Software
Streamline your projects, boost profits, achieve seamless collaboration.
TimeLinx PSM is a project and service management software tailored for mid-market businesses, enabling enhanced delivery and profitability while simplifying reporting. With TimeLinx PSM, there's no longer a need to juggle various applications, as it seamlessly integrates CRM and accounting systems, streamlining the entire process from marketing to invoicing. The solutions offered by TimeLinx PSM ensure clarity, accessibility, and control across the customer lifecycle, encompassing everything from lead management to successful project execution. These applications foster interdepartmental connectivity, effectively dismantling information silos. Moreover, they deliver in-depth reporting capabilities through your ERP system, empowering every employee—from sales staff to upper management—with permission-based access to vital information and insights. This level of transparency not only helps to eliminate silos but also significantly boosts overall operational efficiency, making it easier for teams to collaborate and achieve common goals. Ultimately, TimeLinx PSM positions organizations for sustained growth and improved service delivery.
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CrossConcept Continuum PSA
Transform workflows with seamless integration and enhanced usability!
CrossConcept Continuum goes beyond conventional Professional Services Automation (PSA) systems by incorporating state-of-the-art user interface technology that enhances usability. This improvement translates to fewer clicks and less time required for data entry, streamlining the entire process. Moreover, CrossConcept Continuum seamlessly integrates with all leading accounting software, facilitating a unified platform for synchronizing financial and project management tasks.
Designed with the goal of maximizing profitability, our innovative PSA solution connects financial accounting with project oversight, empowering organizations to efficiently manage every phase of their tasks and fulfill their commitments from start to finish. With decades of experience, CrossConcept has successfully assisted service-oriented companies in automating their workflows, serving clients of all sizes, from small teams to large enterprises with over thirty thousand employees. The creation of CrossConcept Continuum draws from the extensive real-world expertise of its founder and his dedicated team, ensuring a robust and practical approach to project management.
In essence, our solution embodies simplicity while delivering powerful capabilities that can transform how businesses operate!
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Mission Control
Aprika Business Solutions
Streamline your projects, enhance collaboration, and boost efficiency.
Mission Control is a cloud-based project management application designed for Salesforce that keeps you organized and efficient. Our professional services automation tool enables you to establish a standardized approach for overseeing, planning, and evaluating client projects all within a single platform. With a comprehensive range of features that integrate effortlessly with Salesforce, you can enhance both efficiency and profitability. By utilizing this software, you can devote more time to client interactions and reduce the time spent on administrative tasks. Mission Control provides you with a clear snapshot of your project briefs, ongoing progress, and the resources allocated for your tasks. This streamlined approach is crafted to ensure that you remain on schedule and facilitates easy collaboration among team members. Additionally, by leveraging tools like the user-friendly assignment wizard, time tracking, and resource capacity planner, you can create actionable tasks that significantly boost your organization's ability to manage client relations and project workflows effectively. Ultimately, Mission Control empowers teams to operate more cohesively and productively, driving better results for all stakeholders involved.
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Journyx
Journyx
Streamline time tracking, payroll, and project management seamlessly.
Journyx specializes in tracking time and attendance for payroll purposes, while also managing project-related time and expenses for companies that need precise billing and project oversight.
The platform allows integration with a variety of applications, including Microsoft Dynamics 365, PowerBI, Excel, Sage Intacct, Oracle NetSuite, QuickBooks, and ADP, enabling the creation of tailored features such as automated data validation, approval workflows, and detailed analytics and reporting tools. Journyx delivers a comprehensive solution for project management, billing accuracy, payroll compliance, and accounting tasks.
Our primary offerings consist of:
* JX Time Tracking Software designed for managing project-based time and expense records
* PX Resource Management Software that provides a holistic view of project and budget metrics, employee hours, and resource availability
* CX Time and Attendance software combined with time clock hardware and scheduling tools that support various time collection methods, including swipe cards, mobile applications, and biometric devices.
If you represent a VAR, we invite you to explore our Partner Program for potential collaboration opportunities. Additionally, our solutions are designed to simplify complex processes and enhance overall efficiency for businesses of all sizes.
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ClickUp
ClickUp
Streamline your workflow, elevate productivity, transform teamwork today!
ClickUp represents the next generation of workplace solutions, offering a comprehensive suite that includes tasks, documents, goals, and much more. In an era where data silos and redundant expenditures are increasingly intolerable, ClickUp consolidates all your work within a single platform. This all-in-one application can effortlessly replace multiple tools, making it an indispensable asset for any team. Whether your projects involve sprint management or ad proofing, ClickUp is adaptable to fit teams of all sizes.
Additionally, ClickUp AI serves as an innovative writing assistant, capable of aiding in various tasks such as text summarization, idea generation, and the creation of diverse types of content.
This versatile platform is designed for teams across different industries and is fully customizable to meet their specific needs. It stands out as an essential resource for teams aiming to oversee every facet of design and development from a singular location. With advanced modularity offered through add-ons known as "ClickApps," teams can achieve a level of customization that enhances their workflow significantly.
Moreover, ClickUp enables users to craft custom views that are easily saved and shared, fostering collaboration. Its unique features, including Assigned Comments, LineUp™, and Box view, facilitate exceptional management of team dynamics and project tasks. Ultimately, ClickUp transforms the way teams operate by streamlining processes and enhancing productivity.
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monday.com
monday.com
Empower your team with seamless, customizable project management solutions.
monday.com Work OS serves as a no-code platform for work management, enabling teams to enhance their project and workflow management processes. This versatile software offers customizable solutions tailored for diverse applications, including marketing, sales, operations, IT, and HR. Users can efficiently plan, oversee, and monitor all their projects from a single interface, utilizing convenient features like automation, time tracking, and document sharing to save time. The platform's multiple visual board options, such as Gantt, Kanban, and Cards, allow teams to prioritize and organize tasks in a way that aligns with their preferences, while dashboards provide a comprehensive view of progress to support data-driven decision-making. Furthermore, seamless integrations with popular applications like Outlook, Microsoft Teams, Gmail, and Excel enable users to work within their preferred tools without interruption. Additionally, monday.com features specialized solutions like monday dev and monday sales CRM, which cater specifically to the unique requirements of various industries, thereby enhancing overall productivity and efficiency. With its extensive capabilities, monday.com empowers teams to achieve their objectives while ensuring a streamlined workflow.
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Prism PPM
Prism PPM
Transform project management with seamless collaboration and insights!
Prism PPM (formerly known as WorkOtter) is the top-rated and fastest-growing cloud project management tool for teams of 10 or more. This user-friendly platform is designed for Product, Engineering, IT, and Innovation PMOs looking to transition from spreadsheets to a straightforward SaaS solution for managing projects, resources, and portfolios, all enhanced by dynamic animated dashboards. It seamlessly integrates with popular tools like Jira, MS Project, and Office 365, offering full two-way synchronization. Key features include managing Ideas, Projects through Gantt and Kanban views, RAID Logs, Portfolios with "What-If" scenarios, as well as tools for Time Tracking, Capacity Planning, and Financial management. Additionally, WorkOtter allows teams to collaborate more effectively and make informed decisions based on real-time data insights.
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ProjectManager
ProjectManager
Project management software for business excellence.
ProjectManager is award-winning project and portfolio management software providing unparalleled control, in-depth project data and comprehensive planning features. Our platform includes advanced scheduling, automated cost and time tracking, risk analysis and resource management, resulting in flawless project and portfolio execution while providing unbeatable insights at every stage. Thousands of users worldwide trust ProjectManager to deliver projects with precision.
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Planforge
Planforge
Integrate, collaborate, and succeed with seamless portfolio management.
Planforge stands out as a top provider of project work management software. Its web-based PPM solution effectively eliminates information silos by seamlessly integrating various cross-functional Jira processes and enterprise agile planning methodologies, such as SAFe, along with resource management capabilities. This integration empowers organizations to respond more swiftly to evolving circumstances, translate strategies into actionable steps, and enhance their decision-making processes to maximize value. Furthermore, Planforge's innovative approach helps teams collaborate more efficiently, ultimately driving greater project success.
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Ravetree
Ravetree
Ravetree is the all-in-one platform for managing projects, budgets, time & billing with precision.
Ravetree is an all-in-one platform built specifically for client service businesses that need advanced project management, budgeting, and billing—far beyond generic tools. Forecast project budgets, track actual spend, and get instant insights into fees, costs, and profitability with powerful visualizations and reports. This clarity helps you make informed decisions and keep projects financially on track.
Ravetree’s robust time tracking and billing features offer unmatched flexibility. Create time logs in one click, assign them to projects or clients, and manage approvals with custom workflows. Set up client-specific rate cards with start and end dates for billing accuracy and consistency. Assign multiple team members to the same task—each with their own bill rate, work role, and time estimate—so you accurately reflect every specialist’s unique contribution and cost.
Generate invoices directly from approved time logs and expenses, with seamless QuickBooks integration for efficient financial management. Benefit from advanced resource planning, real-time project visibility, and customizable dashboards—eliminating the need for spreadsheets and disconnected tools.
With unlimited file storage, secure client portals, and real-time collaboration, Ravetree keeps your team and clients connected and informed throughout every project. Whether you manage creative, digital, or consulting projects, Ravetree is the ideal solution for businesses that need a platform that truly supports their needs and drives client satisfaction.
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Talygen
Talygen
Streamline your business growth with effortless expense management.
Our web-based software solution is designed specifically to align with the unique requirements of each client. We pride ourselves on offering services that are user-friendly and quick to implement, enabling both companies and individuals to get started in just a matter of minutes. Recognizing the importance of your time, we have developed a comprehensive service that supports business growth effortlessly. Talygen is straightforward to navigate, access, and deploy, allowing users to efficiently oversee their projects, monitor employee performance and progress, generate profitability reports, among various other functionalities. With Talygen, clients benefit from an intuitive online portal, a desktop application featuring screenshot capabilities, and a mobile app compatible with Android smartphones, iPhones, and Windows devices. Additionally, this innovative tool empowers businesses, employees, contractors, and more to manage their expenses effectively. Ultimately, mastering expense tracking is crucial for the success of any business. Embracing Talygen means equipping your organization with the tools necessary to thrive in today’s competitive landscape.
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Birdview PSA
Logic Software
Streamline operations, enhance visibility, deliver exceptional service effortlessly.
Birdview PSA offers professional service organizations a comprehensive platform that serves as a single source of truth, enhancing visibility throughout the entire service delivery lifecycle. This unified approach supports informed decision-making, fosters collaboration, and improves synchronization during crucial handoff moments. With robust project management capabilities, resource optimization features, and detailed project accounting tools, Birdview PSA equips organizations with the means to effectively monitor and refine both portfolio and project performance. Additionally, service organizations can leverage its extensive functionalities without enduring an extensive onboarding process or straining their financial resources. The user-friendly interface, coupled with smooth integrations with ERPs, CRMs, and a multitude of other applications, further simplifies the user experience, making it accessible to a wider range of professionals. As a result, organizations can streamline their operations and focus on delivering exceptional service to their clients.
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Productive
Productive
Streamline operations, boost profitability, and enhance team collaboration.
Productive serves as a comprehensive business management solution designed specifically for agencies and professional service providers. Its primary goal is to equip users with a unified platform that offers an immediate and thorough insight into their business performance metrics.
With the Sales Pipeline feature, you can effectively manage deal flow and streamline your sales processes. The intuitive time tracker allows for precise time management and seamless task collaboration. Identify inefficiencies that drain both your finances and time resources. The Resource Planning tools aid in preventing issues like overbooking and burnout while ensuring teams work harmoniously. Additionally, you can monitor profitability for both hourly and fixed-price projects, along with managing all billing and invoicing needs for both recurring and one-off assignments, ensuring that financial aspects are handled efficiently. Furthermore, by having a holistic view of operations, businesses can make informed decisions that enhance overall performance.
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Resource management software significantly boosts team effectiveness and contributes to the successful completion of projects. This innovative tool enables you to skillfully assemble the right project team, resolve staffing issues promptly, and predict future hiring needs. It offers the capability to manage multiple projects simultaneously while keeping track of various teams, allowing for confident project scheduling based on the team's current workload and projecting future project demands. Team members can log their hours effortlessly through pre-filled timesheets, which allows them to focus on their primary duties without distraction. Moreover, the software facilitates the visualization of complex data, helping to uncover project trends, evaluate overall business performance, and formulate strategies for expansion. This all-in-one solution merges project management with resource allocation, aligning strategic staffing plans with the execution of specific tasks, thereby promoting a more integrated work environment. Striking a balance between strategic guidance and operational efficiency remains vital for the success of any organization, as it directly impacts productivity and morale. Ultimately, leveraging such software can lead to more informed decision-making and enhanced teamwork.
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Scoro
Scoro
Streamline operations, boost profits, and enhance team collaboration!
Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time.
Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized.
Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses.
Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.
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AccountSight
AccountSight
Streamline your business operations with powerful automation tools!
AccountSight, a cloud-based Professional Services Automation tool, primarily targets emerging businesses and startups by offering a range of essential features. These include project management, time tracking, billing, invoicing, expense management, resource allocation, and comprehensive billing solutions. Users have the ability to attach receipts for expenses and timesheets to their project invoices, facilitating effective project planning, forecasting, and scheduling. Moreover, AccountSight enables the tracking of both actual and anticipated costs, as well as comparing hours worked on a project against the time allocated. Administrators can generate estimates, project budgets, and competitive bids, with the added functionality of transforming estimates directly into invoices. Additionally, AccountSight provides mobile applications for both iOS and Android, enhancing accessibility and usability for users on the go. This multi-platform availability ensures that businesses can manage their operations seamlessly, no matter where they are.
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ATOMIZED
ATOMIZED
Streamline your marketing with cohesive visual planning tools.
Atomized is an innovative platform that enables marketers to effectively visualize their campaign staging, planning, and workflows. Specifically designed for marketing teams in brands, agencies, and small businesses, it offers crucial tools for creating visual marketing calendars that bring together teams, content, and various marketing applications within one cohesive interface. Furthermore, Atomized integrates effortlessly with leading digital asset management systems, workflow solutions, social media platforms, email automation tools, and numerous other resources, facilitating a holistic approach to marketing management. This seamless integration not only simplifies efforts but also fosters improved collaboration across all dimensions of a marketing strategy, ultimately driving better results. As a result, users can maximize their productivity and align their marketing initiatives more effectively.
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Hub Planner
Hub Planner
Streamline resource management and enhance team efficiency effortlessly.
RESOURCE MANAGEMENT, SCHEDULING, AND TIME MONITORING FOR SOME OF THE MOST INNOVATIVE COMPANIES IN THE WORLD. Hub Planner seamlessly integrates transparent Resource Scheduling and Timesheets with Vacation Management, Resource Requests, and Project Management, offering a straightforward and user-friendly software solution that simplifies the planning process.
With Hub Planner, you gain a comprehensive overview of your resource management capabilities and team allocations. Its interactive drag-and-drop Scheduler enables quick access to resource availability and utilization, facilitating efficient project scheduling.
Empowering your team is made possible through Timesheets, which provide crucial insights into performance by contrasting actual reported hours with the estimated time from the resource scheduler.
You also have the ability to download, share, and access real-time analytics for all projects and resources at any time, while the dashboard streamlines resource management by allowing effective monitoring of both resource and project performance as it happens.
The platform includes features for Capacity Planning, Custom Field Scheduling, Pipeline Planning, Resource Allocation, and Management of Projects, Budgets, and Billing. Additionally, it offers task assignment and categorization, request and approval workflows, comprehensive timesheet tracking, and a customizable dashboard.
You can also create reports using the Report Builder and templates, while the Audit Log and User Access Management (UAM) ensure security and accountability. Try it out with a 30-day trial to experience its full potential.
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Screendragon
Screendragon
Streamline marketing, content and agency operations with all-in-one AI-powered solution
Screendragon is an AI-powered work management platform built for enterprise marketing teams and agencies that need more control over complex delivery. It brings projects, workflows, resources, approvals, budgets, and profitability into one platform, giving teams a clearer view of work in motion and helping them move faster without losing governance. Across the product, Screendragon focuses on intelligent workflow automation, embedded AI, and real-time visibility so teams can cut bottlenecks and keep high-volume work on track.
The platform combines the features marketing and agency teams rely on every day: customisable briefs, dynamic workflows, online proofing, approval routing, resource scheduling, forecasting, time and budget tracking, reporting, and integrated analytics. It is designed to support the way modern marketing operations actually run, with configurable processes, audit trails, governance controls, and integrations across the wider content and business ecosystem.
Screendragon’s AI capabilities add another layer of value. With AI Studio, teams can use ready-made AI agents or design their own to support workflow automation, proofing, and content operations. Through AI Foundry, customers work with Screendragon’s engineering and consulting teams to turn AI plans into practical, governed workflows tied to measurable business value. That hands-on approach is backed by a strong reputation for customer support and implementation, with recognition for Best Support, Best Relationship, Easiest to Do Business With, and Fastest Implementation.